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Portfolio (Quarterly) Guide ↗

Dougherty & Associates, LLC

· CIK 0002109295
13F Portfolio $125M AUM 52 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 18 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STR SPDR DOW JONES IND Financial Services 388.0 $203K 0.16% NEW $523.31 +2.2%

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 32.1%
Consumer Cyclical 25.0%
Communication Services 12.1%
Utilities 11.5%
Industrials 9.1%
Financial Services 5.7%
Healthcare 2.3%
Energy 0.9%
Consumer Defensive 0.7%
Real Estate 0.6%