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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 3 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 11,507.0 $11.1M 0.74% -124.0 -1.1% $961.56 +20.1%
42 MCK MCKESSON CORP Healthcare 14,361.0 $10.9M 0.73% -630.0 -4.2% $755.60 +17.0%
43 XMMO INVESCO EXCHANGE TRADED FD T 61,437.0 $10.5M 0.70% +3K +4.4% $170.14 -4.8%
44 BDX BECTON DICKINSON & CO Healthcare 68,497.0 $10.4M 0.69% +6K +9.7% $151.33 +21.5%
45 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 26,181.0 $10.1M 0.68% +1K +4.7% $386.73 +3.8%
46 AON AON PLC Financial Services 28,875.0 $9.6M 0.64% +26K +853.9% $331.69 +5.0%
47 ENB ENBRIDGE INC Energy 173,822.0 $9.4M 0.63% +2K +0.9% $54.21 -5.0%
48 SPEM SPDR INDEX SHS FDS 162,851.0 $8.4M 0.56% +13K +8.6% $51.78 +0.1%
49 BSCS INVESCO EXCH TRD SLF IDX FD 404,242.0 $8.2M 0.55% +107K +36.0% $20.36 +0.1%
50 SPHY SPDR SERIES TRUST 343,849.0 $8.1M 0.54% +28K +8.9% $23.44 -0.8%
51 AMRIZE LTD 147,716.0 $7.9M 0.53% NEW $53.30
52 BSCT INVESCO EXCH TRD SLF IDX FD 418,444.0 $7.8M 0.52% +111K +36.2% $18.57 -0.1%
53 SCHV SCHWAB STRATEGIC TR 212,905.0 $7.4M 0.50% -8K -3.7% $34.81 +0.9%
54 KO COCA COLA CO Consumer Defensive 90,824.0 $7.4M 0.49% +1K +1.2% $81.27 +9.0%
55 BSCR INVESCO EXCH TRD SLF IDX FD 373,259.0 $7.3M 0.49% +86K +29.7% $19.61 +0.2%
56 BSCU INVESCO EXCH TRD SLF IDX FD 432,378.0 $7.2M 0.48% +205K +90.0% $16.64 -0.5%
57 ENTERGY CORP NEW 58,990.0 $6.8M 0.45% -9K -13.1% $114.86
58 SCHB SCHWAB STRATEGIC TR 233,313.0 $6.8M 0.45% -15K -5.9% $28.96 +2.7%
59 DUK DUKE ENERGY CORP NEW Utilities 53,181.0 $6.7M 0.45% +515.0 +1.0% $126.58 -1.3%
60 ACN ACCENTURE PLC IRELAND Technology 53,332.0 $6.6M 0.45% NEW $124.44 +38.8%
Page 3 of 15  ·  282 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 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%