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Portfolio (Quarterly) Guide ↗

Evanson Financial, LLC

· CIK 0002140235
13F Portfolio $2.0B AUM 325 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 325 New
Page 15 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CL COLGATE PALMOLIVE CO Consumer Defensive 2,968.0 $272K 0.01% NEW $91.69 -0.1%
282 ARTY ISHARES TR 3,566.0 $272K 0.01% NEW $76.16 -3.1%
283 VHT VANGUARD WORLD FD 901.0 $269K 0.01% NEW $299.01 +10.1%
284 TOST TOAST INC Technology 9,667.0 $269K 0.01% NEW $27.82 +31.5%
285 SO SOUTHERN CO Utilities 2,779.0 $266K 0.01% NEW $95.71 -6.1%
286 VZ VERIZON COMMUNICATIONS INC Communication Services 6,184.0 $262K 0.01% NEW $42.34 +18.5%
287 NSC NORFOLK SOUTHN CORP Industrials 829.0 $261K 0.01% NEW $314.46 +11.9%
288 FDX FEDEX CORP Industrials 828.0 $259K 0.01% NEW $313.13 +5.5%
289 LOW LOWES COS INC Consumer Cyclical 1,176.0 $259K 0.01% NEW $220.42 -2.2%
290 ILCB ISHARES TR 2,500.0 $259K 0.01% NEW $103.65 +2.4%
291 NRK NUVEEN NY AMT FREE Financial Services 24,146.0 $259K 0.01% NEW $10.72 -4.9%
292 BN BROOKFIELD CORP Financial Services 6,000.0 $256K 0.01% NEW $42.59 -1.3%
293 VGIT VANGUARD SCOTTSDALE FDS 4,317.0 $255K 0.01% NEW $58.98 -0.7%
294 GS GOLDMAN SACHS GROUP INC Financial Services 246.0 $249K 0.01% NEW $1011.37 +4.1%
295 ED CONSOLIDATED EDISON INC Utilities 2,200.0 $243K 0.01% NEW $110.63 -3.0%
296 IWP ISHARES TR 1,662.0 $243K 0.01% NEW $146.41 -3.1%
297 NEM NEWMONT CORP Basic Materials 2,582.0 $241K 0.01% NEW $93.40 +42.7%
298 FCX FREEPORT MCMORAN INC Basic Materials 3,800.0 $239K 0.01% NEW $62.89 +25.4%
299 OKLO OKLO INC Utilities 4,438.0 $232K 0.01% NEW $52.33 -16.1%
300 SPOT SPOTIFY TECHNOLOGY S A Communication Services 494.0 $227K 0.01% NEW $459.13 +20.4%
Page 15 of 17  ·  325 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 36.3%
Technology 34.7%
Communication Services 15.8%
Consumer Cyclical 3.9%
Energy 3.4%
Healthcare 2.5%
Industrials 1.3%
Consumer Defensive 1.1%
Utilities 0.6%
Basic Materials 0.4%