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Portfolio (Quarterly) Guide ↗

D'Orazio & Associates, Inc.

· CIK 0001646821
13F Portfolio $757M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 278 New
Page 14 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 2,000.0 $200K 0.03% NEW $99.95 -23.6%
262 PBR PETROLEO BRASILEIRO SA PETRO Energy 14,605.0 $185K 0.02% NEW $12.66 +58.2%
263 CGAU CENTERRA GOLD INC Basic Materials 16,364.0 $176K 0.02% NEW $10.73 +54.8%
264 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 10,324.0 $173K 0.02% NEW $16.74 +36.4%
265 PBYI PUMA BIOTECHNOLOGY INC Healthcare 31,933.0 $170K 0.02% NEW $5.31 +32.8%
266 LX LEXINFINTECH HLDGS LTD Financial Services 29,921.0 $159K 0.02% NEW $5.33 -63.8%
267 JBS N.V. 10,060.0 $150K 0.02% NEW $14.93
268 WNEB WESTERN NEW ENG BANCORP INC Financial Services 11,698.0 $140K 0.02% NEW $12.01 +12.2%
269 ENERFLEX LTD 11,580.0 $125K 0.02% NEW $10.78
270 CX CEMEX SAB DE CV Basic Materials 12,894.0 $116K 0.01% NEW $8.99 +40.0%
271 MFIN MEDALLION FINL CORP Financial Services 10,868.0 $110K 0.01% NEW $10.10 -5.7%
272 ICL ICL GROUP LTD Basic Materials 15,557.0 $97K 0.01% NEW $6.22 +4.0%
273 LYG LLOYDS BANKING GROUP PLC Financial Services 21,190.0 $96K 0.01% NEW $4.54 +19.2%
274 QUAD QUAD / GRAPHICS INC Industrials 15,032.0 $94K 0.01% NEW $6.26 +20.1%
275 III INFORMATION SVCS GROUP INC Technology 13,578.0 $78K 0.01% NEW $5.75 -24.0%
276 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 10,759.0 $65K 0.01% NEW $6.02 -0.2%
277 BEAT HEARTBEAM INC Healthcare 32,987.0 $54K 0.01% NEW $1.65 -44.2%
278 SSP SCRIPPS E W CO OHIO Communication Services 10,946.0 $27K 0.00% NEW $2.46 +35.0%
Page 14 of 14  ·  278 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
Industrials 32.7%
Technology 21.0%
Financial Services 16.1%
Healthcare 10.7%
Consumer Cyclical 6.9%
Communication Services 6.2%
Consumer Defensive 3.7%
Energy 1.1%
Basic Materials 0.7%
Utilities 0.6%