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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 28 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BLOCK INC CL A 17.0 $1K -80.0 -82.5% $76.00
542 ALTO ALTO INGREDIENTS INC COM Basic Materials 225.0 $1K NEW $5.70 -29.3%
543 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 17.0 $1K +13.0 +325.0% $74.53 +3.1%
544 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 128.0 $1K +1.0 +0.8% $9.84 +12.2%
545 SWK STANLEY BLACK & DECKER INC COM Industrials 13.0 $1K NEW $94.15 +2.5%
546 SPGI S&P GLOBAL INC COM Financial Services 3.0 $1K -73.0 -96.0% $407.33 +10.6%
547 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 19.0 $1K +2.0 +11.8% $64.05 +8.8%
548 COF CAPITAL ONE FINL CORP COM Financial Services 6.0 $1K NEW $200.67 +9.9%
549 PBYI PUMA BIOTECHNOLOGY INC COM Healthcare 148.0 $1K $8.11 +16.1%
550 SCHW SCHWAB CHARLES CORP COM Financial Services 13.0 $1K NEW $92.31 +19.6%
551 IEFA ISHARES CORE MSCI EAFE ETF 12.0 $1K NEW $96.58 +4.5%
552 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 14.0 $1K NEW $82.43 -2.7%
553 U UNITY SOFTWARE INC COM Technology 40.0 $1K NEW $28.57 +47.3%
554 PTC PTC INC COM Technology 10.0 $1K NEW $113.60 +32.1%
555 WELL WELLTOWER INC COM Real Estate 5.0 $1K NEW $227.00 +6.2%
556 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 31.0 $1K NEW $36.26 +2.9%
557 EPM EVOLUTION PETE CORP COM Energy 300.0 $1K $3.68 +0.5%
558 KKR KKR & CO INC COM 12.0 $1K NEW $91.75
559 EXEL EXELIXIS INC COM Healthcare 20.0 $1K $54.40 +8.7%
560 GD GENERAL DYNAMICS CORP COM Industrials 3.0 $1K NEW $354.33 +3.3%
Page 28 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%