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Portfolio (Quarterly) Guide ↗

Fullerton Advisors, LLC

· CIK 0002108355
13F Portfolio $107M AUM 54 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 25 Added 19 Reduced 3 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMST J P MORGAN EXCHANGE TRADED F 6,518.0 $332K 0.31% +957.0 +17.2% $51.00 -0.1%
22 MSFT MICROSOFT CORP Technology 764.0 $285K 0.27% +57.0 +8.1% $373.15 +31.8%
23 SPHQ INVESCO EXCHANGE TRADED FD T 2,910.0 $262K 0.24% +18.0 +0.6% $90.09 -4.4%
24 QYLD GLOBAL X FDS 12,361.0 $228K 0.21% +446.0 +3.7% $18.43 -1.6%
25 BTCI NEOS ETF TRUST 7,706.0 $207K 0.19% +2K +30.4% $26.86 +21.1%
Page 2 of 2  ·  25 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 67.0%
Consumer Cyclical 14.9%
Communication Services 10.6%
Financial Services 7.6%