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Portfolio (Quarterly) Guide ↗

FIDUCIARY FINANCIAL ADVISORS

· CIK 0002116119
13F Portfolio $984M AUM 49,774 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2794 New
Page 119 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 PTEN PATTERSON-UTI ENERGY INC Energy 165.0 $1K NEW $8.96 +37.8%
2362 PRGO PERRIGO CO PLC Healthcare 142.0 $1K NEW $10.39 +37.1%
2363 FFLC FIDELITY COVINGTON TRUST 26.0 $1K NEW $56.77 +5.4%
2364 OLN OLIN CORP Basic Materials 75.0 $1K NEW $19.55 -5.9%
2365 PTON PELOTON INTERACTIVE INC Consumer Cyclical 250.0 $1K NEW $5.86 -7.7%
2366 HODL VANECK BITCOIN ETF 88.0 $1K NEW $16.61 +31.1%
2367 NOVT NOVANTA INC Technology 9.0 $1K NEW $162.11 -10.4%
2368 ENIC ENEL CHILE SA Utilities 324.0 $1K NEW $4.50 -1.3%
2369 NICE NICE LTD Technology 19.0 $1K NEW $76.47 +31.1%
2370 TREX TREX INC Industrials 29.0 $1K NEW $50.03 -6.4%
2371 BALQ BLACKROCK ETF TRUST 25.0 $1K NEW $58.04 -4.7%
2372 VSNT VERSANT MEDIA GROUP INC Industrials 41.0 $1K NEW $35.12 +10.3%
2373 SBCF SEACOAST BKG CORP FLA Financial Services 44.0 $1K NEW $32.50 +6.5%
2374 IRTC IRHYTHM HOLDINGS INC Healthcare 14.0 $1K NEW $102.00 +26.0%
2375 IEUR ISHARES TR 19.0 $1K NEW $75.16 +4.3%
2376 SNDR SCHNEIDER NATIONAL INC Industrials 41.0 $1K NEW $34.73 +3.1%
2377 HWKN HAWKINS INC Basic Materials 11.0 $1K NEW $129.18 -7.9%
2378 RGNX REGENXBIO INC Healthcare 118.0 $1K NEW $11.98 -10.5%
2379 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 86.0 $1K NEW $16.41 -1.4%
2380 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 27.0 $1K NEW $52.15 +3.9%
Page 119 of 140  ·  2,794 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 33.2%
Financial Services 30.9%
Industrials 10.1%
Consumer Cyclical 5.9%
Healthcare 5.3%
Communication Services 3.7%
Consumer Defensive 3.3%
Energy 2.9%
Basic Materials 1.7%
Real Estate 1.5%