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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 52 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BLACKROCK ETF TRUST 874.0 $28K 0.00% NEW $31.78
1022 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 307.0 $28K 0.00% NEW $90.29 -1.3%
1023 KEYS KEYSIGHT TECHNOLOGIES INC Technology 82.0 $28K 0.00% NEW $337.24 -6.3%
1024 NXPI NXP SEMICONDUCTORS N V Technology 102.0 $28K 0.00% NEW $270.00 -16.5%
1025 ON ON SEMICONDUCTOR CORP Technology 296.0 $28K 0.00% NEW $92.94 -20.2%
1026 PCAR PACCAR INC Industrials 235.0 $28K 0.00% NEW $117.05 +11.9%
1027 ILIT ISHARES TR 1,572.0 $27K 0.00% NEW $17.49 -10.0%
1028 BLOCK INC 366.0 $27K 0.00% NEW $74.55
1029 NUDM NUSHARES ETF TR 680.0 $27K 0.00% NEW $40.02 +3.4%
1030 UPV PROSHARES TR 274.0 $27K 0.00% NEW $98.76 +8.4%
1031 BROS DUTCH BROS INC Consumer Cyclical 375.0 $27K 0.00% NEW $71.81 -30.6%
1032 XONE BONDBLOXX ETF TRUST 543.0 $27K 0.00% NEW $49.38 -0.0%
1033 AME AMETEK INC Industrials 114.0 $27K 0.00% NEW $233.48 +2.6%
1034 AON AON PLC Financial Services 86.0 $27K 0.00% NEW $308.53 +15.1%
1035 CASY CASEYS GEN STORES INC Consumer Cyclical 34.0 $26K 0.00% NEW $771.41 +8.3%
1036 ILMN ILLUMINA INC Healthcare 153.0 $26K 0.00% NEW $171.24 +28.1%
1037 INCY INCYTE CORP Healthcare 237.0 $26K 0.00% NEW $110.49 +15.7%
1038 CPSP CALAMOS ETF TR 973.0 $26K 0.00% NEW $26.91 +0.8%
1039 NRG NRG ENERGY INC Utilities 180.0 $26K 0.00% NEW $144.43 -21.7%
1040 L LOEWS CORP Financial Services 232.0 $26K 0.00% NEW $111.25 -1.3%
Page 52 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%