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Portfolio (Quarterly) Guide ↗

Kroeger Financial Partners

· CIK 0002146729
13F Portfolio $103M AUM 141 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BDX BECTON DICKINSON & CO Healthcare 50.0 $8K 0.01% NEW $151.32 +25.4%
122 MGK VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES 85.0 $7K 0.01% NEW $87.91 +1.1%
123 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 284.0 $7K 0.01% NEW $25.52 -1.0%
124 EMCR XTRACKERS EMERGING MARKETS CARBON REDUCTION AND CLIMATE IMPROVERS ETF 151.0 $7K 0.01% NEW $44.70 -2.2%
125 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF 119.0 $7K 0.01% NEW $56.26 +4.9%
126 NAC NUVEEN CA QUALITY MUNI I Financial Services 492.0 $6K 0.01% NEW $12.12 -3.1%
127 MBB ISHARES MBS ETF 61.0 $6K 0.01% NEW $94.52 -0.8%
128 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 101.0 $6K 0.01% NEW $55.93 -0.8%
129 APH AMPHENOL CORP NEW CLASS A Technology 32.0 $6K 0.01% NEW $176.31 -9.9%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 132.0 $6K 0.01% NEW $42.34 +18.6%
131 CMCSA COMCAST CORP NEW CLASS A Communication Services 48.0 $1K 0.00% NEW $24.38 +11.2%
132 AVGO BROADCOM INC Technology 3.0 $1K 0.00% NEW $377.67 -5.5%
133 BSV VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES 2.0 $156.0 NEW $78.00 -0.3%
134 BNDW VANGUARD TOTAL WORLD BOND ETF 2.0 $137.0 NEW $68.50 -1.0%
135 IYE ISHARES U.S. ENERGY ETF 1.0 $57.0 NEW $57.00 +15.4%
136 DQ DAQO NEW ENERGY CORP Technology 3.0 $40.0 NEW $13.33 +6.6%
137 COMT ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 1.0 $30.0 NEW $30.00 +13.3%
138 XPLR INFRASTRUCTURE L LP 2.0 $24.0 NEW $12.00
139 CAL-BAY INTL INC 1.0 NEW
140 ROCK RIDGE RES INC 5.0 NEW
Page 7 of 8  ·  141 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 49.2%
Consumer Cyclical 11.5%
Healthcare 10.6%
Industrials 10.4%
Financial Services 7.1%
Utilities 4.0%
Consumer Defensive 3.4%
Energy 2.3%
Communication Services 1.5%