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Portfolio (Quarterly) Guide ↗

FORMULATE FINANCIAL LLC

· CIK 0002093400
13F Portfolio $95M AUM 26 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 26 New
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 1,287.0 $324K 0.34% NEW $251.64 +5.6%
22 AVGO BROADCOM INC Technology 769.0 $291K 0.31% NEW $377.87 -5.6%
23 HD HOME DEPOT INC Consumer Cyclical 757.0 $267K 0.28% NEW $352.68 -4.2%
24 NEE NEXTERA ENERGY INC Utilities 3,003.0 $264K 0.28% NEW $87.77 -4.0%
25 PG PROCTER & GAMBLE CO Consumer Defensive 1,623.0 $238K 0.25% NEW $146.64 -0.8%
26 GOOGL ALPHABET INC Communication Services 580.0 $207K 0.22% NEW $357.50 -2.9%
Page 2 of 2  ·  26 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 75.1%
Technology 14.1%
Consumer Cyclical 5.3%
Healthcare 2.0%
Industrials 1.5%
Utilities 0.8%
Consumer Defensive 0.7%
Communication Services 0.6%