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Portfolio (Quarterly) Guide ↗

Schuylkill Financial LLC

· CIK 0002148716
13F Portfolio $108M AUM 66 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDU ISHARES TR 33,929.0 $786K 0.73% NEW $23.16 -0.3%
42 IBDT ISHARES TR 31,069.0 $784K 0.72% NEW $25.25 -0.1%
43 ISHARES TR 34,139.0 $781K 0.72% NEW $22.89
44 IBDR ISHARES TR 32,181.0 $780K 0.72% NEW $24.23 -0.0%
45 IBDS ISHARES TR 32,032.0 $776K 0.72% NEW $24.22 -0.1%
46 TJX TJX COS INC NEW Consumer Cyclical 5,062.0 $767K 0.71% NEW $151.51 -7.9%
47 ICLN ISHARES TR 36,772.0 $753K 0.70% NEW $20.49 -13.9%
48 AOA ISHARES TR 5,705.0 $557K 0.52% NEW $97.59 +1.7%
49 AOR ISHARES TR 4,990.0 $347K 0.32% NEW $69.50 +0.9%
50 IWB ISHARES TR 793.0 $325K 0.30% NEW $409.53 +2.5%
51 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 764.0 $224K 0.21% NEW $293.18 +3.6%
52 FE FIRSTENERGY CORP Utilities 4,527.0 $215K 0.20% NEW $47.54 -1.9%
53 AOM ISHARES TR 3,491.0 $174K 0.16% NEW $49.89 +0.2%
54 AOK ISHARES TR 2,135.0 $89K 0.08% NEW $41.47 +0.0%
55 TSLA TESLA INC Consumer Cyclical 135.0 $57K 0.05% NEW $420.60 -16.7%
56 ONEQ FIDELITY COMWLTH TR 477.0 $49K 0.05% NEW $103.22 -0.2%
57 FSLR FIRST SOLAR INC Energy 200.0 $47K 0.04% NEW $235.96 -12.3%
58 META META PLATFORMS INC Communication Services 63.0 $36K 0.03% NEW $563.73 +1.1%
59 HUBB HUBBELL INC Industrials 57.0 $30K 0.03% NEW $523.67 -11.4%
60 NVDA NVIDIA CORPORATION Technology 115.0 $23K 0.02% NEW $200.15 +6.4%
Page 3 of 4  ·  66 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 34.8%
Industrials 28.0%
Consumer Cyclical 13.1%
Utilities 7.8%
Basic Materials 5.5%
Financial Services 5.5%
Consumer Defensive 4.9%
Energy 0.3%
Communication Services 0.2%