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Portfolio (Quarterly) Guide ↗

Ducere Wealth Management LLC

· CIK 0002083656
13F Portfolio $333M AUM 135 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 55 Added 39 Reduced 29 Exited
Page 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO COCA COLA CO Consumer Defensive 3,021.0 $245K 0.07% NEW $81.26 +9.1%
122 MS MORGAN STANLEY Financial Services 1,159.0 $242K 0.07% NEW $209.03 +2.1%
123 TJX TJX COS INC NEW Consumer Cyclical 1,502.0 $228K 0.07% +103.0 +7.4% $151.47 -11.6%
124 UNH UNITEDHEALTH GROUP INC Healthcare 541.0 $225K 0.07% -199.0 -26.9% $415.58 -6.3%
125 ADI ANALOG DEVICES INC Technology 562.0 $223K 0.07% NEW $397.35 -8.9%
126 HD HOME DEPOT INC Consumer Cyclical 608.0 $215K 0.07% NEW $352.95 -7.1%
127 GSK GSK PLC Healthcare 4,065.0 $213K 0.06% -1K -25.4% $52.42 -4.1%
128 V VISA INC Financial Services 619.0 $212K 0.06% -561.0 -47.5% $343.09 +10.6%
129 AMGN AMGEN INC Healthcare 576.0 $209K 0.06% NEW $362.12 +18.7%
130 GMUB GOLDMAN SACHS ETF TR 4,032.0 $207K 0.06% -466.0 -10.4% $51.44 -1.5%
131 BN BROOKFIELD CORP Financial Services 4,767.0 $203K 0.06% +25.0 +0.5% $42.59 -3.2%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 718.0 $202K 0.06% +34.0 +5.0% $281.28 -16.9%
133 NOV NOV INC Energy 10,658.0 $198K 0.06% $18.55 +14.8%
134 OWL BLUE OWL CAPITAL INC Financial Services 10,000.0 $88K 0.03% NEW $8.75 +39.9%
135 TELA TELA BIO INC Healthcare 51,000.0 $38K 0.01% +31K +155.0% $0.75 +0.0%
Page 7 of 7  ·  135 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 53.0%
Industrials 13.2%
Financial Services 11.4%
Consumer Cyclical 9.1%
Healthcare 4.6%
Energy 2.3%
Consumer Defensive 2.2%
Communication Services 1.9%
Utilities 1.4%
Basic Materials 0.5%