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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 27 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 L LOEWS CORP COM Financial Services 14.0 $2K 0.00% NEW $113.21 -2.8%
522 HCA HCA HEALTHCARE INC COM Healthcare 4.0 $2K NEW $390.00 +4.9%
523 KRP KIMBELL RTY PARTNERS LP UNIT Energy 107.0 $2K -5.0 -4.5% $14.53 +2.7%
524 DIBS 1STDIBS COM INC COM Consumer Cyclical 316.0 $2K $4.90 -1.0%
525 CAG CONAGRA BRANDS INC COM Consumer Defensive 114.0 $2K +7.0 +6.5% $13.47 +15.9%
526 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 33.0 $2K +1.0 +3.1% $45.67 -2.5%
527 CL COLGATE PALMOLIVE CO COM Consumer Defensive 16.0 $1K NEW $91.69 -1.7%
528 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 14.0 $1K NEW $103.21 +1.5%
529 USFD US FOODS HLDG CORP COM Consumer Defensive 14.0 $1K NEW $102.29 +2.1%
530 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 33.0 $1K +11.0 +50.0% $42.58 -5.1%
531 SAN BANCO SANTANDER SA ADR Financial Services 101.0 $1K NEW $13.80 +9.0%
532 AMP AMERIPRISE FINL INC COM Financial Services 3.0 $1K NEW $458.67 +23.2%
533 XEL XCEL ENERGY INC COM Utilities 17.0 $1K NEW $80.29 -4.9%
534 EWI ISHARES MSCI ITALY ETF 23.0 $1K NEW $59.26 +4.7%
535 ADSK AUTODESK INC COM Technology 7.0 $1K NEW $194.43 +22.2%
536 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 11.0 $1K NEW $123.09 +33.7%
537 AXP AMERICAN EXPRESS CO COM Financial Services 4.0 $1K -66.0 -94.3% $338.25 -2.5%
538 SNPS SYNOPSYS INC COM Technology 3.0 $1K NEW $446.00 -6.7%
539 EWQ ISHARES MSCI FRANCE ETF 29.0 $1K NEW $45.41 +0.7%
540 DAL DELTA AIR LINES INC COM NEW Industrials 14.0 $1K NEW $93.64 -15.9%
Page 27 of 40  ·  781 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%