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Portfolio (Quarterly) Guide ↗

Hopwood Nicholas Hunter

· CIK 0002091827
13F Portfolio $365M AUM 131 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 131 New
Page 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOVT ISHARES TR — 62,062.0 $1.4M 0.39% NEW — $22.78 -3.5%
62 JIVE J P MORGAN EXCHANGE TRADED F — 14,975.0 $1.4M 0.38% NEW — $91.95 +5.9%
63 BUFZ FIRST TR EXCHNG TRADED FD VI — 46,122.0 $1.3M 0.35% NEW — $27.93 +2.6%
64 IALT BLACKROCK ETF TRUST — 42,994.0 $1.2M 0.33% NEW — $28.05 +6.3%
65 SPDW SPDR INDEX SHS FDS — 23,443.0 $1.2M 0.32% NEW — $50.39 +1.3%
66 CGNG CAPITAL GROUP NEW GEOGRAPHY — 31,320.0 $1.2M 0.32% NEW — $37.46 -1.1%
67 AMZN AMAZON COM INC Consumer Cyclical 4,848.0 $1.2M 0.32% NEW — $238.34 +4.8%
68 JIG J P MORGAN EXCHANGE TRADED F — 12,750.0 $1.1M 0.30% NEW — $87.18 -2.6%
69 VT VANGUARD INTL EQUITY INDEX F — 6,893.0 $1.1M 0.30% NEW — $156.94 +2.0%
70 NVDA NVIDIA CORPORATION Technology 5,151.0 $1.0M 0.28% NEW — $200.09 +12.5%
71 MSFT MICROSOFT CORP Technology 2,691.0 $1.0M 0.28% NEW — $372.96 +38.4%
72 VIG VANGUARD SPECIALIZED FUNDS — 4,213.0 $997K 0.27% NEW — $236.59 +0.4%
73 QGRW WISDOMTREE TR — 14,354.0 $948K 0.26% NEW — $66.03 +4.7%
74 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 60,615.0 $940K 0.26% NEW — $15.50 -10.9%
75 GGOV BLACKROCK ETF TRUST II — 18,575.0 $934K 0.26% NEW — $50.29 +0.1%
76 MU MICRON TECHNOLOGY INC Technology 783.0 $903K 0.25% NEW — $1153.64 -6.2%
77 SPAB SPDR SERIES TRUST — 34,259.0 $874K 0.24% NEW — $25.52 -3.9%
78 GLD SPDR GOLD TR Financial Services 2,107.0 $776K 0.21% NEW — $368.38 +6.8%
79 DTM DT MIDSTREAM INC Energy 5,220.0 $766K 0.21% NEW — $146.74 -16.7%
80 AOM ISHARES TR — 12,889.0 $643K 0.18% NEW — $49.89 -1.4%
Page 4 of 7  ·  131 positions

① 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 32.3%
Financial Services 31.9%
Utilities 10.0%
Consumer Cyclical 9.5%
Energy 4.9%
Healthcare 3.8%
Communication Services 3.2%
Industrials 2.5%
Real Estate 1.8%