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Portfolio (Quarterly) Guide ↗

Andrews Advisory Associates, LLC

· CIK 0002110646
13F Portfolio $208M AUM 86 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 31 Reduced 3 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 1,534.0 $788K 0.38% +138.0 +9.9% $513.60 +13.1%
22 CMCSA COMCAST CORP NEW Communication Services 27,342.0 $671K 0.32% +2K +6.3% $24.55 +7.1%
23 PUTNAM ETF TRUST 47,748.0 $379K 0.18% +484.0 +1.0% $7.93
24 INTU INTUIT Technology 1,390.0 $363K 0.17% +353.0 +34.0% $261.00 +32.2%
25 META META PLATFORMS INC Communication Services 583.0 $328K 0.16% +48.0 +9.0% $563.22 +2.7%
26 NOBL PROSHARES TR 5,772.0 $324K 0.16% +3K +100.3% $56.16 +2.6%
Page 2 of 2  ·  26 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 38.1%
Financial Services 14.0%
Industrials 9.7%
Energy 9.2%
Healthcare 7.4%
Consumer Cyclical 7.3%
Consumer Defensive 5.7%
Communication Services 3.6%
Utilities 2.9%
Basic Materials 2.1%