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Portfolio (Quarterly) Guide ↗

John A. Wolfe & Associates, Inc.

· CIK 0002118722
13F Portfolio $65M AUM 43 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 7 Added 13 Reduced 6 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR CORE S&P500 ETF 42.0 $27K 0.04% NEW $653.21 +13.7%
42 KRE SPDR SERIES TRUST STATE STREET SPD 279.0 $18K 0.03% NEW $65.34 +2.5%
Page 3 of 3  ·  42 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 91.9%
Basic Materials 8.1%