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Portfolio (Quarterly) Guide ↗

Englebert Financial Advisers, LLC

· CIK 0002097035
13F Portfolio $102M AUM 65 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 24 Added 21 Reduced 7 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PRAXIS PRECISION MEDICINES I 1,306.0 $437K 0.43% +517.0 +65.5% $334.79
22 CIEN CIENA CORP Technology 714.0 $350K 0.34% +62.0 +9.5% $490.56 -22.0%
23 HGER HARBOR ETF TRUST 9,141.0 $268K 0.26% +536.0 +6.2% $29.34 +18.3%
24 NRP NATURAL RESOURCE PARTNERS LP Energy 2,504.0 $243K 0.24% +642.0 +34.5% $97.00 +11.4%
Page 2 of 2  ·  24 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 39.3%
Healthcare 26.0%
Industrials 10.4%
Consumer Cyclical 7.5%
Financial Services 7.0%
Basic Materials 5.3%
Energy 2.2%
Utilities 1.4%
Communication Services 1.0%