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Portfolio (Quarterly) Guide ↗

Yanni & Associates Investment Advisors, LLC

· CIK 0002109644
13F Portfolio $108M AUM 34 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 Added 15 Reduced
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ONEQ FIDELITY COMWLTH TR 5,833.0 $602K 0.56% -300.0 -4.9% $103.22 -0.2%
22 AON AON PLC Financial Services 1,792.0 $594K 0.55% $331.69 +7.0%
23 META META PLATFORMS INC Communication Services 1,019.0 $574K 0.53% -96.0 -8.6% $563.29 +1.2%
24 AAPL APPLE INC Technology 1,949.0 $564K 0.52% -36.0 -1.8% $289.30 +7.1%
25 MRSH MARSH & MCLENNAN COS INC Financial Services 3,180.0 $530K 0.49% $166.67 +16.1%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 1,865.0 $524K 0.48% -49.0 -2.6% $281.15 -16.7%
27 MFC MANULIFE FINL CORP Financial Services 12,157.0 $492K 0.45% $40.51 +6.6%
28 AMZN AMAZON COM INC Consumer Cyclical 1,875.0 $447K 0.41% +22.0 +1.2% $238.34 +9.5%
29 XOM EXXON MOBIL CORP Energy 2,813.0 $385K 0.35% $136.72 +17.5%
30 PNC PNC FINL SVCS GROUP INC Financial Services 1,299.0 $320K 0.29% -10.0 -0.8% $246.22 -0.8%
31 NVDA NVIDIA CORPORATION Technology 1,564.0 $313K 0.29% -13.0 -0.8% $200.14 +6.4%
32 VYM VANGUARD WHITEHALL FDS 1,874.0 $296K 0.27% $158.03 +4.3%
33 IWL ISHARES TR 1,565.0 $289K 0.27% $184.95 +2.5%
34 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,140.0 $259K 0.24% $226.81 -45.2%
Page 2 of 2  ·  34 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
Financial Services 85.3%
Consumer Cyclical 4.8%
Technology 4.7%
Healthcare 2.1%
Communication Services 1.9%
Energy 1.3%