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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 30 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 11.0 $871.0 NEW $79.18 +10.6%
582 JBHT HUNT J B TRANS SVCS INC COM Industrials 3.0 $868.0 NEW $289.33 -9.3%
583 ROST ROSS STORES INC COM Consumer Cyclical 4.0 $851.0 NEW $212.75 +9.2%
584 AFL AFLAC INC COM Financial Services 7.0 $821.0 NEW $117.29 -0.1%
585 PATH UIPATH INC CL A Technology 75.0 $815.0 $10.87 +64.5%
586 WAB WABTEC COM Industrials 3.0 $809.0 NEW $269.67 +3.7%
587 PSTG EVERPURE INC CL A 10.0 $788.0 $78.80
588 KHC KRAFT HEINZ CO COM Consumer Defensive 33.0 $782.0 +2.0 +6.5% $23.70 +11.1%
589 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 8.0 $771.0 $96.38 -1.1%
590 PNR PENTAIR PLC SHS Industrials 10.0 $767.0 NEW $76.70 -21.1%
591 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 131.0 $764.0 NEW $5.83 +2.0%
592 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 21.0 $762.0 NEW $36.29 +15.7%
593 TJX TJX COS INC NEW COM Consumer Cyclical 5.0 $758.0 -60.0 -92.3% $151.60 -13.0%
594 HSIC SCHEIN HENRY INC COM Healthcare 9.0 $752.0 NEW $83.56 +9.2%
595 WAT WATERS CORP COM Healthcare 2.0 $750.0 NEW $375.00 +9.1%
596 RS RELIANCE INC COM Basic Materials 2.0 $747.0 NEW $373.50 +7.1%
597 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2.0 $741.0 NEW $370.50 -9.7%
598 DASH DOORDASH INC CL A Communication Services 4.0 $738.0 NEW $184.50 +22.7%
599 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 15.0 $728.0 NEW $48.53 +4.6%
600 CROX CROCS INC COM Consumer Cyclical 6.0 $724.0 NEW $120.67 -2.5%
Page 30 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%