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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $397M AUM 167 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 94 Added 41 Reduced 12 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUE NUCOR CORP COM USD0.40 Basic Materials 1,155.0 $257K 0.07% -104.0 -8.3% $222.80 +18.6%
Page 3 of 3  ·  41 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 21.3%
Financial Services 17.8%
Energy 11.0%
Healthcare 9.3%
Industrials 8.7%
Utilities 8.4%
Real Estate 7.8%
Consumer Defensive 5.4%
Basic Materials 4.2%
Communication Services 3.3%