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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 15 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CCK CROWN HLDGS INC COM Consumer Cyclical 3.0 $335.0 NEW $111.67 +3.5%
282 CSX CSX CORP COM Industrials 7.0 $333.0 NEW $47.57 +3.0%
283 ED CONSOLIDATED EDISON INC COM Utilities 3.0 $332.0 NEW $110.67 -1.7%
284 DOW DOW HLDGS INC COM Basic Materials 12.0 $328.0 NEW $27.33 +11.1%
285 AMT AMERICAN TOWER CORP COM Real Estate 2.0 $327.0 NEW $163.50 +8.7%
286 MAS MASCO CORP COM Industrials 4.0 $325.0 NEW $81.25 -12.1%
287 SCHP SCHWAB US TIPS ETF 12.0 $318.0 NEW $26.50 -2.5%
288 BURL BURLINGTON STORES INC COM Consumer Cyclical 1.0 $317.0 NEW $317.00 -18.4%
289 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 8.0 $316.0 NEW $39.50 +29.5%
290 NSC NORFOLK SOUTHN CORP COM Industrials 1.0 $315.0 NEW $315.00 +4.1%
291 EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 15.0 $314.0 NEW $20.93 +1.1%
292 FOXA FOX CORP CL A COM Communication Services 6.0 $313.0 NEW $52.17 +29.8%
293 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 4.0 $311.0 NEW $77.75 -10.5%
294 SYF SYNCHRONY FINANCIAL COM Financial Services 4.0 $304.0 NEW $76.00 +5.1%
295 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 4.0 $299.0 NEW $74.75 -11.7%
296 UBS UBS GROUP AG SHS Financial Services 6.0 $297.0 NEW $49.50 +12.5%
297 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1.0 $293.0 NEW $293.00 +3.8%
298 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 3.0 $291.0 NEW $97.00 +1.6%
299 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 18.0 $289.0 NEW $16.06 +16.5%
300 UGI UGI CORP NEW COM Utilities 8.0 $276.0 NEW $34.50 +9.6%
Page 15 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%