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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $886M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 517 New
Page 13 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BIDU BAIDU INC Communication Services 240.0 $31K 0.00% NEW $130.66 +3.3%
242 PXF INVESCO EXCH TRADED FD TR II 477.0 $31K 0.00% NEW $65.55 +16.0%
243 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 2,338.0 $31K 0.00% NEW $13.24 -38.9%
244 CLX CLOROX CO DEL Consumer Defensive 303.0 $31K 0.00% NEW $100.83 -6.4%
245 PYPL PAYPAL HLDGS INC Financial Services 522.0 $30K 0.00% NEW $58.38 -24.6%
246 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 185.0 $30K 0.00% NEW $161.96 -5.7%
247 IEFA ISHARES TR 334.0 $30K 0.00% NEW $89.46 +8.0%
248 COF CAPITAL ONE FINL CORP Financial Services 122.0 $30K 0.00% NEW $242.36 -23.3%
249 ETN EATON CORP PLC Industrials 92.0 $29K 0.00% NEW $318.51 +19.5%
250 VYM VANGUARD WHITEHALL FDS 200.0 $29K 0.00% NEW $143.52 +9.2%
251 EXC EXELON CORP Utilities 656.0 $29K 0.00% NEW $43.59 +3.1%
252 GNL GLOBAL NET LEASE INC Real Estate 3,189.0 $27K 0.00% NEW $8.60 +9.0%
253 JEF JEFFERIES FINL GROUP INC Financial Services 433.0 $27K 0.00% NEW $61.97 -16.7%
254 XBIL RBB FD INC 534.0 $27K 0.00% NEW $50.05 +0.2%
255 MTB M & T BK CORP Financial Services 132.0 $27K 0.00% NEW $201.48 +4.2%
256 HII HUNTINGTON INGALLS INDS INC Industrials 75.0 $26K 0.00% NEW $340.08 -5.3%
257 FHN FIRST HORIZON CORPORATION Financial Services 1,058.0 $25K 0.00% NEW $23.90 +1.1%
258 IJT ISHARES TR 178.0 $25K 0.00% NEW $141.16 +13.2%
259 ITW ILLINOIS TOOL WKS INC Industrials 102.0 $25K 0.00% NEW $246.30 +0.9%
260 MGC VANGUARD WORLD FD 100.0 $25K 0.00% NEW $251.17 +8.3%
Page 13 of 26  ·  517 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 35.9%
Financial Services 16.5%
Industrials 12.1%
Consumer Cyclical 9.2%
Healthcare 6.3%
Communication Services 5.6%
Energy 5.4%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.2%