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Portfolio (Quarterly) Guide ↗

Amicus Financial Advisors, LLC

· CIK 0002113629
13F Portfolio $407M AUM 95 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 22 Added 44 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EAGLEROCK LD LLC CL A SHS REP LTD 189,301.0 $4.0M 0.99% NEW $21.25
2 SFLR INNOVATOR EQUITY MANAGED FLOOR ETF 29,494.0 $1.1M 0.28% NEW $38.58 +1.0%
3 EXXONMOBIL HOLDINGS CORP COM SHS 4,062.0 $555K 0.14% NEW $136.71
4 META META PLATFORMS INC CL A Communication Services 567.0 $319K 0.08% NEW $563.25 +1.5%
5 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 8,704.0 $255K 0.06% NEW $29.28 +14.5%
6 ELF E L F BEAUTY INC COM Consumer Defensive 3,292.0 $244K 0.06% NEW $74.00 +43.8%
7 IFLR INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF 4,467.0 $237K 0.06% NEW $53.05 +2.4%
8 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,222.0 $226K 0.06% NEW $185.23 -3.3%
9 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 3,900.0 $213K 0.05% NEW $54.63 +2.0%
10 NOW SERVICENOW INC COM Technology 2,047.0 $203K 0.05% NEW $99.28 +37.6%

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 33.6%
Financial Services 23.7%
Energy 16.8%
Consumer Defensive 11.6%
Consumer Cyclical 6.6%
Communication Services 4.5%
Real Estate 3.2%