BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 15 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PM PHILIP MORRIS INTL INC Consumer Defensive 118.0 $19K 0.00% NEW $160.41 +19.4%
282 EA ELECTRONIC ARTS INC Communication Services 91.0 $19K 0.00% NEW $204.34 -1.3%
283 CI THE CIGNA GROUP Healthcare 67.0 $18K 0.00% NEW $275.24 +5.8%
284 IBHG ISHARES TR 800.0 $18K 0.00% NEW $22.32 -0.8%
285 IAU ISHARES GOLD TR Financial Services 219.0 $18K 0.00% NEW $81.17 +5.4%
286 WING WINGSTOP INC Consumer Cyclical 74.0 $18K 0.00% NEW $238.50 -46.8%
287 EMR EMERSON ELEC CO Industrials 132.0 $18K 0.00% NEW $132.73 -1.6%
288 TMO THERMO FISHER SCIENTIFIC INC Healthcare 30.0 $17K 0.00% NEW $579.47 -22.7%
289 ARKK ARK ETF TR 225.0 $17K 0.00% NEW $76.92 -1.4%
290 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 49.0 $17K 0.00% NEW $350.55 +14.8%
291 XLV SELECT SECTOR SPDR TR 110.0 $17K 0.00% NEW $154.80 -5.0%
292 TIP ISHARES TR 151.0 $17K 0.00% NEW $109.91 +0.4%
293 MRSH MARSH & MCLENNAN COS INC Financial Services 89.0 $17K 0.00% NEW $185.53 -10.5%
294 RPV INVESCO EXCHANGE TRADED FD T 159.0 $16K 0.00% NEW $103.36 +7.8%
295 XLF SELECT SECTOR SPDR TR 300.0 $16K 0.00% NEW $54.77 -5.7%
296 XYL XYLEM INC Industrials 118.0 $16K 0.00% NEW $136.19 -21.9%
297 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3.0 $16K 0.00% NEW $5355.33 -97.1%
298 MA MASTERCARD INCORPORATED Financial Services 28.0 $16K 0.00% NEW $570.89 -12.5%
299 ENFR ALPS ETF TR 500.0 $16K 0.00% NEW $31.46 +26.7%
300 MCK MCKESSON CORP Healthcare 19.0 $16K 0.00% NEW $820.32 -7.1%
Page 15 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%