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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 39 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RELX RELX PLC SPONSORED ADR Communication Services 3.0 $95.0 NEW $31.67 +12.7%
762 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 3.0 $95.0 NEW $31.67 +9.6%
763 JOBY JOBY AVIATION INC COMMON STOCK Industrials 10.0 $90.0 NEW $9.00 -25.7%
764 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 3.0 $88.0 NEW $29.33 +4.7%
765 MPT MEDICAL PROPERTIES TRUST INC COM Financial Services 19.0 $88.0 -4K -99.5% $4.63 -13.0%
766 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 8.0 $82.0 NEW $10.25 -22.3%
767 EL LAUDER ESTEE COS INC CL A Consumer Defensive 1.0 $79.0 NEW $79.00 +26.6%
768 RDN RADIAN GROUP INC COM Financial Services 2.0 $75.0 NEW $37.50 -4.5%
769 RRC RANGE RES CORP COM Energy 2.0 $74.0 NEW $37.00 +14.6%
770 D DOMINION ENERGY INC COM Utilities 1.0 $68.0 NEW $68.00 -2.4%
771 GAP GAP INC COM Consumer Cyclical 3.0 $57.0 $19.00 +15.8%
772 XPEV XPENG INC ADS Consumer Cyclical 4.0 $53.0 NEW $13.25 -15.7%
773 VTS VITESSE ENERGY INC COMMON STOCK Energy 3.0 $52.0 $17.33 +1.8%
774 SFIX STITCH FIX INC COM CL A Consumer Cyclical 10.0 $41.0 $4.10 -26.6%
775 CXW CORECIVIC INC COM Real Estate 1.0 $30.0 NEW $30.00 +9.1%
776 PXH INVESCO RAFI EMERGING MARKETS ETF 1.0 $28.0 NEW $28.00 +6.4%
777 BLNK BLINK CHARGING CO COM Industrials 39.0 $25.0 NEW $0.64 -20.8%
778 CHARGEPOINT HOLDINGS INC COM SHS 2.0 $12.0 NEW $6.00
779 CANOPY GROWTH CORPORATION COM NEW 6.0 $6.0 +2.0 +50.0% $1.00
780 SDEV NOVABAY PHARMACEUTICALS INC COM SHS Healthcare 1.0 $1.0 NEW $1.00 -14.0%
Page 39 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%