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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $327M AUM 262 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 33 New 81 Added 104 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ROP ROPER TECHNOLOGIES INC Industrials 517 $230K 0.07% SOLD
22 LOW LOWES COS INC Consumer Cyclical 943 $227K 0.07% SOLD
23 DD DUPONT DE NEMOURS INC Basic Materials 5,499 $221K 0.07% SOLD
24 T AT&T INC Communication Services 8,076 $201K 0.07% SOLD
25 JBLU JETBLUE AWYS CORP Industrials 24,492 $111K 0.04% SOLD
26 PENNYMAC CORP 10,000 $10K 0.00% SOLD
27 HAEMONETICS CORP MASS 10,000 $10K 0.00% SOLD
28 BANDWIDTH INC 10,000 $9K 0.00% SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 23.7%
Financial Services 22.0%
Healthcare 12.2%
Industrials 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 5.6%
Energy 5.2%
Communication Services 4.7%
Real Estate 3.8%
Utilities 3.3%