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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 9 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HCA HCA HEALTHCARE INC COM Healthcare 4.0 $2K NEW $390.00 +4.9%
162 CL COLGATE PALMOLIVE CO COM Consumer Defensive 16.0 $1K NEW $91.69 -1.7%
163 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 14.0 $1K NEW $103.21 +1.5%
164 USFD US FOODS HLDG CORP COM Consumer Defensive 14.0 $1K NEW $102.29 +2.1%
165 SAN BANCO SANTANDER SA ADR Financial Services 101.0 $1K NEW $13.80 +9.0%
166 AMP AMERIPRISE FINL INC COM Financial Services 3.0 $1K NEW $458.67 +23.2%
167 XEL XCEL ENERGY INC COM Utilities 17.0 $1K NEW $80.29 -4.9%
168 EWI ISHARES MSCI ITALY ETF 23.0 $1K NEW $59.26 +4.7%
169 ADSK AUTODESK INC COM Technology 7.0 $1K NEW $194.43 +22.2%
170 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 11.0 $1K NEW $123.09 +33.7%
171 SNPS SYNOPSYS INC COM Technology 3.0 $1K NEW $446.00 -6.7%
172 EWQ ISHARES MSCI FRANCE ETF 29.0 $1K NEW $45.41 +0.7%
173 DAL DELTA AIR LINES INC COM NEW Industrials 14.0 $1K NEW $93.64 -15.9%
174 ALTO ALTO INGREDIENTS INC COM Basic Materials 225.0 $1K NEW $5.70 -29.3%
175 SWK STANLEY BLACK & DECKER INC COM Industrials 13.0 $1K NEW $94.15 +2.5%
176 COF CAPITAL ONE FINL CORP COM Financial Services 6.0 $1K NEW $200.67 +9.9%
177 SCHW SCHWAB CHARLES CORP COM Financial Services 13.0 $1K NEW $92.31 +19.6%
178 IEFA ISHARES CORE MSCI EAFE ETF 12.0 $1K NEW $96.58 +4.5%
179 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 14.0 $1K NEW $82.43 -2.7%
180 U UNITY SOFTWARE INC COM Technology 40.0 $1K NEW $28.57 +47.3%
Page 9 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%