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Portfolio (Quarterly) Guide ↗

STOLZ & ASSOCIATES, PS

· CIK 0002108989
13F Portfolio $160M AUM 32 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 16 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALAMOS ETF TR 40,039.0 $1.1M 0.67% -2K -4.9% $26.70
2 IWM ISHARES TR 910.0 $273K 0.17% -75.0 -7.6% $300.45 -1.6%

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 74.2%
Consumer Defensive 11.4%
Consumer Cyclical 8.1%
Communication Services 4.1%
Financial Services 2.3%