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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 1,430.0 $468K 0.46% +10.0 +0.7% $327.33 +9.0%
42 RDIV INVESCO EXCH TRADED FD TR II 7,929.0 $460K 0.45% $58.00 +9.9%
43 VKTX VIKING THERAPEUTICS INC Healthcare 11,699.0 $456K 0.45% -74.0 -0.6% $39.01 -12.4%
44 PRAXIS PRECISION MEDICINES I 1,306.0 $437K 0.43% +517.0 +65.5% $334.79
45 AAPL PUT APPLE INC Technology 1,500.0 $434K 0.43% NEW $289.36 +7.1%
46 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,080.0 $418K 0.41% -1K -51.0% $386.73 +3.1%
47 FTXO FIRST TR EXCHANGE TRADED FD 9,941.0 $411K 0.41% -16K -62.4% $41.33 +1.4%
48 CIEN CIENA CORP Technology 714.0 $350K 0.34% +62.0 +9.5% $490.56 -21.0%
49 PPL PPL CORP Utilities 8,767.0 $319K 0.31% $36.35 -3.7%
50 MRK MERCK & CO INC Healthcare 2,373.0 $305K 0.30% -496.0 -17.3% $128.50 +21.7%
51 XMMO INVESCO EXCHANGE TRADED FD T 1,686.0 $287K 0.28% NEW $170.14 -8.6%
52 IWD ISHARES TR 1,131.0 $274K 0.27% $242.43 +6.5%
53 HGER HARBOR ETF TRUST 9,141.0 $268K 0.26% +536.0 +6.2% $29.34 +18.6%
54 CAT CATERPILLAR INC Industrials 243.0 $259K 0.26% NEW $1064.90 -23.8%
55 XOM EXXON MOBIL CORP Energy 1,831.0 $250K 0.25% -31.0 -1.7% $136.72 +17.5%
56 NRP NATURAL RESOURCE PARTNERS LP Energy 2,504.0 $243K 0.24% +642.0 +34.5% $97.00 +12.1%
57 HOOD ROBINHOOD MKTS INC Financial Services 2,332.0 $234K 0.23% NEW $100.28 +11.8%
58 CSX CSX CORP Industrials 4,823.0 $229K 0.23% NEW $47.53 +8.4%
59 CSCO CISCO SYS INC Technology 1,891.0 $222K 0.22% NEW $117.46 -5.4%
60 GOOGL ALPHABET INC Communication Services 609.0 $218K 0.21% NEW $357.37 -2.9%
Page 3 of 4  ·  65 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%