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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 4 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AUGO AURA MINERALS INC Basic Materials 42,481.0 $2.7M 0.45% NEW $62.95 +38.6%
62 SCCO SOUTHERN COPPER CORP Basic Materials 15,186.0 $2.6M 0.45% NEW $174.31 +23.9%
63 GLD SPDR GOLD TR Financial Services 7,021.0 $2.6M 0.44% NEW $368.39 +14.9%
64 JPM JPMORGAN CHASE & CO Financial Services 7,877.0 $2.6M 0.44% NEW $327.51 +7.4%
65 BAC BANK OF AMER CORP Financial Services 44,213.0 $2.5M 0.43% NEW $56.98 +8.3%
66 SPYV SPDR SERIES TRUST 41,259.0 $2.5M 0.42% NEW $60.79 +4.5%
67 BERKSHIRE HATHAWAY INC DEL 4,956.0 $2.5M 0.42% NEW $500.39
68 TSLA TESLA INC Consumer Cyclical 5,883.0 $2.5M 0.42% NEW $420.59 -13.7%
69 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,040.0 $2.5M 0.42% NEW $350.07 -9.7%
70 VRT VERTIV HOLDINGS CO Industrials 7,311.0 $2.4M 0.41% NEW $334.84 -21.8%
71 HYCROFT MINING HOLDING CORP 104,414.0 $2.4M 0.41% NEW $23.40
72 META META PLATFORMS INC Communication Services 4,290.0 $2.4M 0.41% NEW $563.55 -2.4%
73 AXP AMERICAN EXPRESS CO Financial Services 7,049.0 $2.4M 0.40% NEW $338.37 -0.7%
74 VST VISTRA CORP Utilities 14,758.0 $2.3M 0.40% NEW $158.68 -14.2%
75 VRSN VERISIGN INC Technology 9,187.0 $2.3M 0.39% NEW $251.66 +12.0%
76 VTI VANGUARD INDEX FDS 6,209.0 $2.3M 0.39% NEW $370.04 +2.2%
77 GOOG ALPHABET INC 6,413.0 $2.3M 0.38% NEW $353.41
78 XLU SELECT SECTOR SPDR TR 49,396.0 $2.2M 0.38% NEW $45.34 -5.7%
79 VIAV VIAVI SOLUTIONS INC Technology 44,961.0 $2.1M 0.36% NEW $47.75 -18.5%
80 FDX FEDEX CORP Industrials 6,803.0 $2.1M 0.36% NEW $313.12 +3.8%
Page 4 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%