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Portfolio (Quarterly) Guide ↗

FLORIDA FINANCIAL ADVISORS, LLC

· CIK 0002050972
13F Portfolio $592M AUM 362 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 362 New
Page 15 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GILD GILEAD SCIENCES INC Healthcare 2,351.0 $297K 0.05% NEW $126.36 +15.6%
282 SEIC SEI INVTS CO Financial Services 3,381.0 $297K 0.05% NEW $87.75 +24.8%
283 ACN ACCENTURE PLC IRELAND Technology 2,370.0 $295K 0.05% NEW $124.57 +48.7%
284 SCHO SCHWAB STRATEGIC TR 12,178.0 $294K 0.05% NEW $24.14 -0.2%
285 QQQJ INVESCO EXCH TRADED FD TR II 6,420.0 $292K 0.05% NEW $45.44 +1.2%
286 XLY SELECT SECTOR SPDR TR 2,471.0 $290K 0.05% NEW $117.30 +0.6%
287 LOW LOWES COS INC Consumer Cyclical 1,300.0 $287K 0.05% NEW $220.80 -2.1%
288 ADBE ADOBE INC Technology 1,387.0 $284K 0.05% NEW $205.01 +34.3%
289 KEEL KEEL INFRASTRUCTURE CORP Technology 49,079.0 $282K 0.05% NEW $5.74 -42.2%
290 DVN DEVON ENERGY CORP NEW Energy 6,817.0 $282K 0.05% NEW $41.32 +18.8%
291 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,548.0 $276K 0.05% NEW $178.30 +17.6%
292 MTUM ISHARES TR 801.0 $275K 0.05% NEW $342.93 -11.0%
293 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,858.0 $274K 0.05% NEW $40.01 +14.9%
294 EXPAND ENERGY CORPORATION 2,983.0 $272K 0.05% NEW $91.24
295 FBND FIDELITY MERRIMACK STR TR 5,977.0 $272K 0.05% NEW $45.49 -1.3%
296 ASTS AST SPACEMOBILE INC Technology 3,044.0 $270K 0.05% NEW $88.86 -22.7%
297 ISRG INTUITIVE SURGICAL INC Healthcare 679.0 $270K 0.05% NEW $397.68 -4.7%
298 MSI MOTOROLA SOLUTIONS INC Technology 646.0 $269K 0.04% NEW $415.84 +15.5%
299 NFG NATIONAL FUEL GAS CO Energy 3,388.0 $262K 0.04% NEW $77.26 +6.8%
300 VMI VALMONT INDS INC Industrials 451.0 $261K 0.04% NEW $578.34 -16.0%
Page 15 of 19  ·  362 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 41.1%
Industrials 16.2%
Financial Services 13.5%
Healthcare 7.0%
Consumer Cyclical 6.0%
Communication Services 5.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 2.0%
Energy 2.0%