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Portfolio (Quarterly) Guide ↗

POINCIANA ADVISORS GROUP, LLC

· CIK 0002054543
13F Portfolio $135M AUM 114 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 9 Added 32 Reduced 30 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 OSK OSHKOSH CORP Industrials 1,565 $230K 0.18% SOLD
22 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,427 $225K 0.18% SOLD
23 PLTR PALANTIR TECHNOLOGIES INC Technology 1,515 $222K 0.17% SOLD
24 VZ VERIZON COMMUNICATIONS INC Communication Services 4,379 $220K 0.17% SOLD
25 DVN DEVON ENERGY CORP NEW Energy 4,268 $215K 0.17% SOLD
26 BURL BURLINGTON STORES INC Consumer Cyclical 657 $214K 0.17% SOLD
27 NFLX NETFLIX INC. Communication Services 2,220 $213K 0.17% SOLD
28 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,374 $204K 0.16% SOLD
29 ADT ADT INC DEL Industrials 13,315 $87K 0.07% SOLD
30 NWL NEWELL BRANDS INC Consumer Defensive 18,442 $63K 0.05% SOLD
Page 2 of 2  ·  30 positions
Sector Allocation
Technology 31.2%
Industrials 18.3%
Healthcare 17.7%
Financial Services 12.2%
Consumer Cyclical 9.1%
Energy 4.1%
Utilities 2.6%
Consumer Defensive 2.5%
Basic Materials 1.5%
Communication Services 0.8%