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Portfolio (Quarterly) Guide ↗

Mowery & Schoenfeld Wealth Management, LLC

· CIK 0002019946
13F Portfolio $73M AUM 363 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 363 New
Page 19 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KLARNA GROUP PLC 1.0 $21.0 NEW $21.00
362 FMC FMC CORP Basic Materials 1.0 $12.0 NEW $12.00 -6.0%
363 TLRY TILRAY BRANDS INC Healthcare 2.0 $9.0 NEW $4.50 +4.9%
Page 19 of 19  ·  363 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 34.2%
Financial Services 14.0%
Healthcare 11.5%
Communication Services 10.2%
Industrials 7.6%
Consumer Cyclical 6.5%
Consumer Defensive 5.9%
Utilities 3.4%
Energy 3.2%
Basic Materials 3.0%