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Portfolio (Quarterly) Guide ↗

STOLZ & ASSOCIATES, PS

· CIK 0002108989
13F Portfolio $143M AUM 30 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 9 Added 13 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CPRA CALAMOS ETF TR 37,060.0 $1.0M 0.70% NEW $27.26 +0.8%
2 CPSF CALAMOS ETF TR 11,761.0 $305K 0.21% NEW $25.91 +0.9%

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 75.6%
Consumer Defensive 11.6%
Consumer Cyclical 5.9%
Communication Services 4.2%
Financial Services 2.7%