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Portfolio (Quarterly) Guide ↗

Montgomery Financial Services LLC

· CIK 0002149844
13F Portfolio $115M AUM 334 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 334 New
Page 14 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JUNT AIM ETF PRODUCTS TRUST 63.0 $2K 0.00% NEW $37.79 +1.9%
262 MITT TPG MTG INVTS TR INC Real Estate 300.0 $2K 0.00% NEW $7.92 -15.2%
263 USMV ISHARES TR 24.0 $2K 0.00% NEW $96.46 +5.2%
264 CENCORA INC 8.0 $2K 0.00% NEW $283.00
265 STM STMICROELECTRONICS N V Technology 30.0 $2K 0.00% NEW $74.90 -34.0%
266 PAA PLAINS ALL AMERN PIPELINE L Energy 100.0 $2K 0.00% NEW $22.26 +11.0%
267 NI NISOURCE INC Utilities 46.0 $2K 0.00% NEW $47.54 -14.5%
268 MTB M & T BK CORP Financial Services 9.0 $2K 0.00% NEW $238.00 +1.0%
269 CAT CATERPILLAR INC Industrials 2.0 $2K 0.00% NEW $1065.00 -23.8%
270 MDLZ MONDELEZ INTL INC Consumer Defensive 37.0 $2K 0.00% NEW $57.27 +10.0%
271 TYA SIMPLIFY EXCHANGE TRADED FUN 161.0 $2K 0.00% NEW $12.77 -2.1%
272 WRB BERKLEY W R CORP Financial Services 29.0 $2K 0.00% NEW $70.52 -2.9%
273 WMB WILLIAMS COS INC Energy 27.0 $2K 0.00% NEW $74.33 -4.4%
274 CMCSA COMCAST CORP NEW Communication Services 81.0 $2K 0.00% NEW $24.56 +10.4%
275 FEBT AIM ETF PRODUCTS TRUST 48.0 $2K 0.00% NEW $41.15 +2.0%
276 TTC TORO CO Industrials 20.0 $2K 0.00% NEW $97.40 +2.2%
277 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 38.0 $2K 0.00% NEW $51.05 +34.6%
278 ELEVATION SERIES TRUST 79.0 $2K 0.00% NEW $23.80
279 CAG CONAGRA BRANDS INC Consumer Defensive 133.0 $2K 0.00% NEW $13.46 +20.8%
280 ADSK AUTODESK INC Technology 9.0 $2K 0.00% NEW $194.44 +29.2%
Page 14 of 17  ·  334 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 27.1%
Communication Services 23.3%
Financial Services 10.8%
Healthcare 8.3%
Consumer Cyclical 6.8%
Industrials 6.6%
Utilities 5.8%
Consumer Defensive 5.0%
Energy 4.3%
Basic Materials 1.4%