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Portfolio (Quarterly) Guide ↗

MASECO LLP

· CIK 0002074052
13F Portfolio $3.6B AUM 291 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 291 New
Page 8 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VO VANGUARD INDEX FDS 1,054.0 $85K 0.00% NEW $80.53 +3.0%
142 EEMS ISHARES INC 1,112.0 $84K 0.00% NEW $75.79 +1.2%
143 IJK ISHARES TR 713.0 $84K 0.00% NEW $117.55 -1.9%
144 BND VANGUARD BD INDEX FDS 1,133.0 $83K 0.00% NEW $73.42 -1.1%
145 VONV VANGUARD SCOTTSDALE FDS 760.0 $81K 0.00% NEW $106.34 +6.3%
146 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 165.0 $79K 0.00% NEW $476.61 -10.6%
147 AMERICA MOVIL SAB DE CV 3,000.0 $78K 0.00% NEW $26.00
148 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,352.0 $78K 0.00% NEW $57.60 +16.6%
149 DFIP DIMENSIONAL ETF TRUST 1,866.0 $77K 0.00% NEW $41.26 -1.9%
150 EEMV ISHARES INC 1,007.0 $76K 0.00% NEW $75.25 +0.5%
151 MRSH MARSH & MCLENNAN COS INC Financial Services 448.0 $75K 0.00% NEW $166.56 +14.0%
152 GSLC GOLDMAN SACHS ETF TR 516.0 $73K 0.00% NEW $141.86 +3.7%
153 AMGN AMGEN INC Healthcare 200.0 $72K 0.00% NEW $362.06 +21.4%
154 T AT&T INC Communication Services 3,360.0 $70K 0.00% NEW $20.69 +23.2%
155 DIHP DIMENSIONAL ETF TRUST 2,012.0 $69K 0.00% NEW $34.13 +3.9%
156 IBM INTERNATIONAL BUSINESS MACHS Technology 244.0 $69K 0.00% NEW $281.29 -15.4%
157 J P MORGAN EXCHANGE TRADED F 1,224.0 $62K 0.00% NEW $50.58
158 FKU FIRST TR EXCH TRD ALPHDX FD 1,144.0 $60K 0.00% NEW $52.62 +8.6%
159 SPLV INVESCO EXCH TRADED FD TR II 775.0 $58K 0.00% NEW $74.90 +0.3%
160 FORTINET INC 369.0 $57K 0.00% NEW $153.60
Page 8 of 15  ·  291 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 55.0%
Healthcare 15.4%
Technology 14.5%
Consumer Cyclical 4.7%
Consumer Defensive 3.9%
Industrials 2.6%
Communication Services 2.3%
Basic Materials 0.6%
Utilities 0.6%
Energy 0.4%