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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 8,004.0 $1.1M 1.10% NEW $139.63 -36.7%
2 FXL FIRST TR EXCHANGE-TRADED FD 3,425.0 $744K 0.73% NEW $217.22 -2.4%
3 QTEC FIRST TR EXCHANGE-TRADED FD 2,214.0 $741K 0.73% NEW $334.69 -6.7%
4 FIX COMFORT SYS USA INC Industrials 281.0 $557K 0.55% NEW $1981.95 -20.2%
5 BE BLOOM ENERGY CORP Industrials 1,775.0 $537K 0.53% NEW $302.70 -28.3%
6 AAPL PUT APPLE INC Technology 1,500.0 $434K 0.43% NEW $289.36 +7.1%
7 XMMO INVESCO EXCHANGE TRADED FD T 1,686.0 $287K 0.28% NEW $170.14 -8.5%
8 CAT CATERPILLAR INC Industrials 243.0 $259K 0.26% NEW $1064.90 -23.8%
9 HOOD ROBINHOOD MKTS INC Financial Services 2,332.0 $234K 0.23% NEW $100.28 +10.7%
10 CSX CSX CORP Industrials 4,823.0 $229K 0.23% NEW $47.53 +8.3%
11 CSCO CISCO SYS INC Technology 1,891.0 $222K 0.22% NEW $117.46 -5.5%
12 GOOGL ALPHABET INC Communication Services 609.0 $218K 0.21% NEW $357.37 -3.0%
13 VRTX VERTEX PHARMACEUTICALS INC Healthcare 428.0 $213K 0.21% NEW $496.73 +11.6%
14 VYM VANGUARD WHITEHALL FDS 1,331.0 $210K 0.21% NEW $158.03 +4.3%
15 PH PARKER-HANNIFIN CORP Industrials 211.0 $206K 0.20% NEW $978.12 +4.1%
16 NVDA PUT NVIDIA CORPORATION Technology 800.0 $160K 0.16% NEW $200.09 +6.1%
17 NVDA NVIDIA CORPORATION Technology 624.0 $125K 0.12% NEW $200.09 +6.1%

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 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%