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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 32 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ROL ROLLINS INC COM Consumer Cyclical 14.0 $584.0 NEW $41.71 -14.0%
622 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2.0 $581.0 NEW $290.50 -9.9%
623 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 7.0 $580.0 NEW $82.86 -5.7%
624 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1.0 $577.0 NEW $577.00 -9.9%
625 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 9.0 $556.0 -11.0 -55.0% $61.78 -9.8%
626 ALLY ALLY FINL INC COM Financial Services 12.0 $551.0 NEW $45.92 -6.5%
627 GEN GEN DIGITAL INC COM Technology 22.0 $548.0 NEW $24.91 +21.8%
628 TOTALENERGIES SE ACT 7.0 $544.0 NEW $77.71
629 CBRE CBRE GROUP INC CL A Real Estate 4.0 $539.0 NEW $134.75 +6.4%
630 SNX TD SYNNEX CORPORATION COM Technology 2.0 $535.0 NEW $267.50 -5.3%
631 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 11.0 $534.0 $48.55 -2.7%
632 NOK NOKIA CORP SPONSORED ADR Technology 40.0 $531.0 NEW $13.28 -26.0%
633 NIO NIO INC SPON ADS Consumer Cyclical 104.0 $526.0 $5.06 -23.4%
634 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 22.0 $519.0 NEW $23.59 +12.8%
635 HUN HUNTSMAN CORP COM Basic Materials 48.0 $510.0 +1.0 +2.1% $10.62 -8.5%
636 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 10.0 $508.0 NEW $50.80 +4.4%
637 ES EVERSOURCE ENERGY COM Utilities 7.0 $506.0 NEW $72.29 -2.7%
638 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 6.0 $498.0 NEW $83.00 +3.4%
639 NEWSMAX INC COM SHS CLASS B 60.0 $497.0 $8.28
640 TT TRANE TECHNOLOGIES PLC SHS Industrials 1.0 $491.0 NEW $491.00 -10.4%
Page 32 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%