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Portfolio (Quarterly) Guide ↗

Sincerus Advisory, LLC

· CIK 0002050968
13F Portfolio $147M AUM 81 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 41 Added 22 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 617.0 $358K 0.24% NEW $580.91 -19.9%
2 EWY ISHARES INC 1,214.0 $245K 0.17% NEW $201.90 -10.7%
3 DASH DOORDASH INC Communication Services 1,317.0 $243K 0.17% NEW $184.53 +28.3%
4 TSLA TESLA INC Consumer Cyclical 502.0 $211K 0.14% NEW $420.60 -17.1%
5 QAI NEW YORK LIFE INVESTMENTS ET 5,693.0 $208K 0.14% NEW $36.60 -0.3%
6 EFIV SPDR SERIES TRUST 2,790.0 $203K 0.14% NEW $72.92 +3.1%

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
Financial Services 70.3%
Technology 21.9%
Communication Services 5.4%
Consumer Cyclical 1.7%
Real Estate 0.7%