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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 17 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 COMERICA INC 144.0 $13K 0.00% NEW $86.93
322 EMLP FIRST TR EXCHANGE-TRADED FD 328.0 $12K 0.00% NEW $37.87 +16.7%
323 DAL DELTA AIR LINES INC DEL Industrials 178.0 $12K 0.00% NEW $69.32 +7.0%
324 EEM ISHARES TR 225.0 $12K 0.00% NEW $54.71 +19.3%
325 NDAQ NASDAQ INC Financial Services 126.0 $12K 0.00% NEW $97.13 -6.9%
326 MELI MERCADOLIBRE INC Consumer Cyclical 6.0 $12K 0.00% NEW $2014.33 -18.4%
327 CNP CENTERPOINT ENERGY INC Utilities 315.0 $12K 0.00% NEW $38.34 +10.8%
328 SMCI SUPER MICRO COMPUTER INC Technology 410.0 $12K 0.00% NEW $29.27 +14.5%
329 MLPX GLOBAL X FDS 192.0 $12K 0.00% NEW $60.53 +27.1%
330 PRFZ INVESCO EXCHANGE TRADED FD T 250.0 $11K 0.00% NEW $45.89 +9.2%
331 SPTM SPDR SERIES TRUST 139.0 $11K 0.00% NEW $82.50 +8.5%
332 DIS CALL DISNEY WALT CO Communication Services 100.0 $11K 0.00% NEW $113.77 -8.2%
333 ADBE ADOBE INC Technology 32.0 $11K 0.00% NEW $350.00 -28.5%
334 LITE LUMENTUM HLDGS INC Technology 30.0 $11K 0.00% NEW $368.60 +135.3%
335 SILA SILA REALTY TRUST INC Real Estate 463.0 $11K 0.00% NEW $23.31 +29.6%
336 CL COLGATE PALMOLIVE CO Consumer Defensive 136.0 $11K 0.00% NEW $79.02 +14.5%
337 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 385.0 $10K 0.00% NEW $27.15 -28.4%
338 VT VANGUARD INTL EQUITY INDEX F 74.0 $10K 0.00% NEW $141.07 +9.3%
339 ITA ISHARES TR 48.0 $10K 0.00% NEW $214.71 +3.7%
340 IJJ ISHARES TR 78.0 $10K 0.00% NEW $131.60 +5.9%
Page 17 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%