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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $1.0B AUM 537 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 78 Added 46 Reduced 13 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IMO IMPERIAL OIL LTD Energy 60.0 $7K 0.00% NEW $112.03 +23.2%
22 VSAT VIASAT INC Technology 58.0 $5K 0.00% NEW $89.81 -16.8%
23 ADP AUTOMATIC DATA PROCESSING IN Industrials 22.0 $5K NEW $223.95 +25.4%
24 VET VERMILION ENERGY INC Energy 515.0 $5K NEW $9.37 +35.8%
25 VOD VODAFONE GROUP PLC Communication Services 202.0 $3K NEW $13.23 +20.7%
26 SKM SK TELECOM CO LTD Communication Services 73.0 $2K NEW $32.16 +25.3%
27 GILT GILAT SATELLITE NETWORKS LTD Technology 155.0 $2K NEW $13.32 -21.1%
28 FEDEX FGHT HLDG CO INC 11.0 $2K NEW $151.00
29 QTUM ETF SER SOLUTIONS 8.0 $1K NEW $166.12 -9.4%
30 EOG EOG RES INC Energy 10.0 $1K NEW $129.80 +17.9%
31 FSIG FIRST TR EXCHANGE-TRADED FD 47.0 $887.0 NEW $18.87 -0.5%
32 ASTS AST SPACEMOBILE INC Technology 2.0 $178.0 NEW $89.00 -22.9%
33 IAGG ISHARES TR $1.0 NEW
Page 2 of 2  ·  33 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 38.4%
Financial Services 15.2%
Industrials 12.3%
Consumer Cyclical 9.5%
Healthcare 6.2%
Energy 5.6%
Consumer Defensive 4.0%
Communication Services 3.7%
Utilities 3.5%
Basic Materials 1.2%