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Portfolio (Quarterly) Guide ↗

Embree Financial Group

· CIK 0002020860
13F Portfolio $999M AUM 290 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 290 New
Page 10 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LRCX LAM RESEARCH CORP Technology 1,028.0 $445K 0.04% NEW $433.33 -26.3%
182 VTWG VANGUARD SCOTTSDALE FDS 1,538.0 $442K 0.04% NEW $287.68 -0.9%
183 XMAG TIDAL TRUST II 16,350.0 $426K 0.04% NEW $26.08 +0.8%
184 CRWD CROWDSTRIKE HLDGS INC Technology 549.0 $419K 0.04% NEW $190.79 +10.9%
185 LFUS LITTELFUSE INC Technology 893.0 $407K 0.04% NEW $455.47 -2.5%
186 EWJ ISHARES INC 4,352.0 $406K 0.04% NEW $93.26 +3.1%
187 QXO QXO INC Industrials 23,236.0 $402K 0.04% NEW $17.28 -20.7%
188 HYDB ISHARES TR 8,569.0 $401K 0.04% NEW $46.77 -0.7%
189 SPG SIMON PPTY GROUP INC NEW Real Estate 1,774.0 $397K 0.04% NEW $223.69 -0.6%
190 IWO ISHARES TR 1,006.0 $396K 0.04% NEW $393.93 -0.9%
191 ANET ARISTA NETWORKS INC Technology 2,329.0 $396K 0.04% NEW $169.88 +14.3%
192 VOE VANGUARD INDEX FDS 1,996.0 $394K 0.04% NEW $197.59 +6.5%
193 CRM SALESFORCE INC Technology 2,502.0 $392K 0.04% NEW $156.68 +25.8%
194 RSP INVESCO EXCHANGE TRADED FD T 1,775.0 $378K 0.04% NEW $212.71 +4.0%
195 IVOO VANGUARD ADMIRAL FDS INC 2,892.0 $377K 0.04% NEW $130.42 +1.0%
196 VEA VANGUARD TAX-MANAGED FDS 5,220.0 $372K 0.04% NEW $71.25 +2.2%
197 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,793.0 $369K 0.04% NEW $205.96 +9.9%
198 WFC WELLS FARGO & CO Financial Services 4,465.0 $369K 0.04% NEW $82.63 +6.1%
199 PAVE GLOBAL X FDS 6,224.0 $367K 0.04% NEW $58.92 -2.1%
200 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,342.0 $365K 0.04% NEW $57.62 +14.9%
Page 10 of 15  ·  290 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
Financial Services 48.7%
Technology 25.9%
Communication Services 7.7%
Consumer Cyclical 4.6%
Industrials 4.5%
Healthcare 4.2%
Energy 1.8%
Consumer Defensive 1.6%
Utilities 0.5%
Basic Materials 0.2%