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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $249M AUM 152 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 57 Added 31 Reduced 15 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 2,473.0 $495K 0.20% -189.0 -7.1% $200.12 +15.1%
22 CPSF CALAMOS ETF TR 17,469.0 $458K 0.18% -6K -26.3% $26.20 +1.4%
23 ISCV ISHARES TR 5,069.0 $397K 0.16% -5K -49.6% $78.32 +3.0%
24 ISCB ISHARES TR 4,836.0 $365K 0.15% -5K -52.4% $75.50 -0.0%
25 CPSN CALAMOS ETF TR 13,142.0 $364K 0.15% -29K -68.8% $27.68 +1.6%
26 DAPR FIRST TR EXCHNG TRADED FD VI 8,834.0 $361K 0.14% -8K -49.0% $40.88 +2.1%
27 SEPT AIM ETF PRODUCTS TRUST 8,559.0 $321K 0.13% -2K -17.9% $37.54 +2.6%
28 IWP ISHARES TR 1,985.0 $291K 0.12% -62.0 -3.0% $146.39 -4.6%
29 BSV VANGUARD BD INDEX FDS 3,676.0 $286K 0.12% -9K -70.0% $77.92 -0.9%
30 DIS DISNEY WALT CO Communication Services 2,697.0 $260K 0.10% -298.0 -9.9% $96.25 +9.4%
31 SPDW SPDR INDEX SHS FDS 4,107.0 $207K 0.08% -29K -87.7% $50.39 +3.8%
Page 2 of 2  ·  31 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 47.0%
Financial Services 13.7%
Healthcare 10.9%
Consumer Cyclical 8.8%
Consumer Defensive 6.3%
Communication Services 5.9%
Energy 5.1%
Industrials 2.4%