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Portfolio (Quarterly) Guide ↗

MATAURO, LLC

· CIK 0002052964
13F Portfolio $756M AUM 158 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 60 Added 48 Reduced 15 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 2,101.0 $226K 0.03% NEW $107.61 -2.0%
22 VB VANGUARD INDEX FDS 734.0 $223K 0.03% NEW $303.32 -0.2%
23 SCHB SCHWAB STRATEGIC TR 7,294.0 $211K 0.03% NEW $28.96 +1.8%
24 GEV GE VERNOVA INC Utilities 179.0 $210K 0.03% NEW $1174.89 -17.8%
25 AIQ GLOBAL X FDS 3,152.0 $207K 0.03% NEW $65.61 -3.9%
26 IWD ISHARES TR 846.0 $205K 0.03% NEW $242.36 +5.7%
27 XVV ISHARES TR 3,593.0 $204K 0.03% NEW $56.79 +2.6%
28 UCL UCLOUDLINK GROUP INC Communication Services 10,000.0 $9K 0.00% NEW $0.94 -58.5%
Page 2 of 2  ·  28 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
Financial Services 73.5%
Technology 15.7%
Healthcare 3.2%
Communication Services 3.1%
Consumer Cyclical 2.1%
Industrials 1.1%
Energy 0.9%
Consumer Defensive 0.4%
Utilities 0.1%