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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 19 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PDN INVESCO EXCH TRADED FD TR II 206.0 $9K 0.00% NEW $42.19 +9.9%
362 RWX SPDR INDEX SHS FDS 309.0 $9K 0.00% NEW $27.96 -1.3%
363 HOG HARLEY DAVIDSON INC Consumer Cyclical 415.0 $9K 0.00% NEW $20.49 +14.0%
364 FCPT FOUR CORNERS PPTY TR INC Real Estate 365.0 $8K 0.00% NEW $23.06 +7.4%
365 CADENCE BANK 195.0 $8K 0.00% NEW $42.84
366 WSM WILLIAMS SONOMA INC Consumer Cyclical 46.0 $8K 0.00% NEW $178.61 -3.8%
367 IWS ISHARES TR 58.0 $8K 0.00% NEW $141.05 +11.1%
368 ATI ATI INC Industrials 70.0 $8K 0.00% NEW $114.77 +33.9%
369 VOE VANGUARD INDEX FDS 45.0 $8K 0.00% NEW $177.38 +8.5%
370 IYR ISHARES TR 85.0 $8K 0.00% NEW $93.89 +9.1%
371 RKT ROCKET COS INC Financial Services 400.0 $8K 0.00% NEW $19.36 -34.6%
372 O REALTY INCOME CORP Real Estate 136.0 $8K 0.00% NEW $56.38 +10.1%
373 EQIX EQUINIX INC Real Estate 10.0 $8K 0.00% NEW $766.20 +36.8%
374 RSG REPUBLIC SVCS INC Industrials 36.0 $8K 0.00% NEW $211.94 +1.4%
375 REZI RESIDEO TECHNOLOGIES INC Industrials 209.0 $7K 0.00% NEW $35.12 -23.7%
376 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 500.0 $7K 0.00% NEW $14.54 -3.6%
377 OII OCEANEERING INTL INC Energy 299.0 $7K 0.00% NEW $24.03 +58.2%
378 EQR EQUITY RESIDENTIAL Real Estate 111.0 $7K 0.00% NEW $63.05 +4.3%
379 DXPE DXP ENTERPRISES INC Industrials 63.0 $7K 0.00% NEW $109.79 +27.8%
380 BLW BLACKROCK LTD DURATION INCOM Financial Services 500.0 $7K 0.00% NEW $13.74 -9.8%
Page 19 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%