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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 8 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IVE ISHARES TR 3,412.0 $775K 0.08% NEW $227.03 +4.2%
142 GLW CORNING INC Technology 2,962.0 $756K 0.08% NEW $255.40 -32.1%
143 HD HOME DEPOT INC Consumer Cyclical 2,066.0 $729K 0.07% NEW $352.63 -4.2%
144 NFLX NETFLIX INC. Communication Services 10,072.0 $719K 0.07% NEW $71.40 +6.5%
145 AMD ADVANCED MICRO DEVICES INC Technology 1,219.0 $708K 0.07% NEW $580.91 -12.9%
146 VTEB VANGUARD MUN BD FDS 13,802.0 $698K 0.07% NEW $50.58 -1.9%
147 SMH VANECK ETF TRUST 1,040.0 $682K 0.07% NEW $655.89 -9.4%
148 IWN ISHARES TR 3,027.0 $670K 0.07% NEW $221.18 +2.4%
149 FMUN FIDELITY MERRIMACK STR TR 13,202.0 $666K 0.07% NEW $50.41 -1.3%
150 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,774.0 $658K 0.07% NEW $370.64 -3.8%
151 VGSH VANGUARD SCOTTSDALE FDS 11,272.0 $656K 0.07% NEW $58.20 -0.1%
152 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,308.0 $653K 0.07% NEW $123.12 +25.3%
153 MGK VANGUARD WORLD FD 7,335.0 $645K 0.07% NEW $87.91 +2.6%
154 CLOA BLACKROCK ETF TRUST II 12,349.0 $641K 0.06% NEW $51.91 -0.1%
155 PEP PEPSICO INC Consumer Defensive 4,558.0 $617K 0.06% NEW $135.41 +2.1%
156 V VISA INC Financial Services 1,792.0 $615K 0.06% NEW $343.07 +4.6%
157 HWM HOWMET AEROSPACE INC Industrials 2,235.0 $601K 0.06% NEW $268.88 +7.5%
158 VPLS VANGUARD MALVERN FDS 7,681.0 $596K 0.06% NEW $77.58 -1.7%
159 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 12,957.0 $590K 0.06% NEW $45.52 +9.3%
160 MORGAN STANLEY ETF TRUST 11,644.0 $582K 0.06% NEW $49.99
Page 8 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%