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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IMCG ISHARES TR 8,398.0 $826K 0.33% -9K -53.0% $98.30 -1.9%
62 AMZN AMAZON COM INC Consumer Cyclical 3,269.0 $779K 0.31% +829.0 +34.0% $238.34 +8.5%
63 IBIG ISHARES TR 28,974.0 $761K 0.31% +6K +24.5% $26.26 -2.4%
64 IMCB ISHARES TR 7,876.0 $761K 0.31% -9K -53.1% $96.56 +2.3%
65 ISHARES TR 32,503.0 $744K 0.30% -13K -27.9% $22.89
66 MARW AIM ETF PRODUCTS TRUST 19,597.0 $708K 0.28% +407.0 +2.1% $36.11 +1.9%
67 CALAMOS ETF TR 25,481.0 $698K 0.28% $27.41
68 ISHARES TR 33,505.0 $676K 0.27% +12K +55.0% $20.19
69 MSFT MICROSOFT CORP Technology 1,811.0 $676K 0.27% -29.0 -1.6% $373.06 +33.9%
70 CPSY CALAMOS ETF TR 25,796.0 $663K 0.27% $25.70 +1.3%
71 NVBW AIM ETF PRODUCTS TRUST 18,344.0 $653K 0.26% $35.62 +2.4%
72 DMAY FIRST TR EXCHNG TRADED FD VI 13,131.0 $619K 0.25% $47.12 +2.0%
73 AVUV AMERICAN CENTY ETF TR 4,869.0 $607K 0.24% +3K +112.7% $124.75 +1.7%
74 PGIM ROCK ETF TR 22,812.0 $600K 0.24% $26.30
75 IWF ISHARES TR 4,799.0 $596K 0.24% +4K +280.6% $124.17 -0.6%
76 JUNW AIM ETF PRODUCTS TRUST 16,605.0 $571K 0.23% -3K -14.3% $34.39 +1.8%
77 PGIM ROCK ETF TR 20,871.0 $569K 0.23% NEW $27.25
78 IVW ISHARES TR 4,101.0 $564K 0.23% $137.52 +2.2%
79 VXF VANGUARD INDEX FDS 2,273.0 $560K 0.23% NEW $246.22 -1.4%
80 PGIM ROCK ETF TR 20,207.0 $551K 0.22% NEW $27.25
Page 4 of 8  ·  152 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%