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Portfolio (Quarterly) Guide ↗

Mattson Financial Services, LLC

· CIK 0002034595
13F Portfolio $478M AUM 235 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 235 New
Page 12 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TXT TEXTRON INC Industrials 2,655.0 $241K 0.05% NEW $90.64 -9.0%
222 BWXT BWX TECHNOLOGIES INC Industrials 1,337.0 $232K 0.05% NEW $173.74 -13.7%
223 CWST CASELLA WASTE SYS INC Industrials 2,324.0 $232K 0.05% NEW $99.91 -7.6%
224 AMG AFFILIATED MANAGERS GROUP Financial Services 600.0 $226K 0.05% NEW $376.79 -4.0%
225 ETF SER SOLUTIONS 7,987.0 $219K 0.05% NEW $27.39
226 EWBC EAST WEST BANCORP INC Financial Services 1,596.0 $217K 0.04% NEW $136.14 -5.2%
227 AGCO AGCO CORP Industrials 1,877.0 $217K 0.04% NEW $115.35 -4.6%
228 INNOVATOR ETFS TRUST 6,606.0 $213K 0.04% NEW $32.29
229 AAL AMERICAN AIRLINES GROUP INC Industrials 13,653.0 $213K 0.04% NEW $15.60 -11.7%
230 EXPE EXPEDIA GROUP INC Consumer Cyclical 786.0 $213K 0.04% NEW $270.95 +23.8%
231 ONON ON HLDG AG Consumer Cyclical 5,570.0 $213K 0.04% NEW $38.20 -24.1%
232 AYI ACUITY INC Industrials 625.0 $213K 0.04% NEW $340.25 -0.1%
233 ASB ASSOCIATED BANC-CORP Financial Services 6,675.0 $212K 0.04% NEW $31.77 -2.8%
234 PPG PPG INDS INC Basic Materials 1,704.0 $202K 0.04% NEW $118.68 -5.1%
235 PSKY PARAMOUNT SKYDANCE CORP Communication Services 20,616.0 $188K 0.04% NEW $9.14 +17.3%
Page 12 of 12  ·  235 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 27.1%
Financial Services 17.2%
Consumer Cyclical 10.6%
Healthcare 10.4%
Industrials 10.3%
Consumer Defensive 7.5%
Energy 5.5%
Communication Services 4.9%
Real Estate 2.3%
Basic Materials 2.2%