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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 13 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CBRE CBRE GROUP INC CL A Real Estate 4.0 $539.0 NEW $134.75 +10.4%
242 SNX TD SYNNEX CORPORATION COM Technology 2.0 $535.0 NEW $267.50 -1.9%
243 NOK NOKIA CORP SPONSORED ADR Technology 40.0 $531.0 NEW $13.28 -26.4%
244 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 22.0 $519.0 NEW $23.59 +16.8%
245 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 10.0 $508.0 NEW $50.80 +3.6%
246 ES EVERSOURCE ENERGY COM Utilities 7.0 $506.0 NEW $72.29 -1.1%
247 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 6.0 $498.0 NEW $83.00 +2.7%
248 TT TRANE TECHNOLOGIES PLC SHS Industrials 1.0 $491.0 NEW $491.00 -9.3%
249 EWZ ISHARES MSCI BRAZIL ETF 14.0 $483.0 NEW $34.50 +10.5%
250 WERN WERNER ENTERPRISES INC COM Industrials 11.0 $480.0 NEW $43.64 -11.8%
251 YUM YUM BRANDS INC COM Consumer Cyclical 3.0 $480.0 NEW $160.00 -4.7%
252 CFR CULLEN FROST BANKERS INC COM Financial Services 3.0 $464.0 NEW $154.67 +5.2%
253 SAP SAP SE SPON ADR Technology 3.0 $462.0 NEW $154.00 +40.9%
254 MCO MOODYS CORP COM Financial Services 1.0 $453.0 NEW $453.00 +11.3%
255 CF CF INDUSTRIES HOLD COM Basic Materials 4.0 $433.0 NEW $108.25 +27.3%
256 EVRG EVERGY INC COM Utilities 5.0 $432.0 NEW $86.40 -5.2%
257 MMS MAXIMUS INC COM Industrials 8.0 $430.0 NEW $53.75 +8.7%
258 RSG REPUBLIC SVCS INC COM Industrials 2.0 $426.0 NEW $213.00 +5.7%
259 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 2.0 $425.0 NEW $212.50 +20.4%
260 USB US BANCORP COM NEW Financial Services 7.0 $423.0 NEW $60.43 +5.1%
Page 13 of 19  ·  366 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%