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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ET ENERGY TRANSFER L P Energy 12,896.0 $247K 0.10% +428.0 +3.4% $19.12 +12.4%
142 XT ISHARES TR 2,959.0 $245K 0.10% NEW $82.64 -0.3%
143 PG PROCTER GAMBLE CO Consumer Defensive 1,651.0 $242K 0.10% NEW $146.68 -0.2%
144 USMV ISHARES TR 2,451.0 $236K 0.10% $96.44 +4.5%
145 VBK VANGUARD INDEX FDS 645.0 $236K 0.10% NEW $365.43 -4.4%
146 AOK ISHARES TR 5,037.0 $209K 0.08% NEW $41.48 -0.5%
147 CSX CSX CORP Industrials 4,392.0 $209K 0.08% NEW $47.53 +4.0%
148 COP CONOCOPHILLIPS Energy 2,007.0 $209K 0.08% NEW $103.96 +29.1%
149 SPDW SPDR INDEX SHS FDS 4,107.0 $207K 0.08% -29K -87.7% $50.39 +3.8%
150 PAPR INNOVATOR ETFS TRUST 4,871.0 $206K 0.08% NEW $42.20 +2.1%
151 PGIM ROCK ETF TR 7,667.0 $204K 0.08% NEW $26.67
152 JUNT AIM ETF PRODUCTS TRUST 5,388.0 $204K 0.08% NEW $37.79 +2.3%
Page 8 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%