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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $931M AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 294.0 $64K 0.01% -20.0 -6.4% $217.49 -1.7%
62 V VISA INC Financial Services 128.0 $39K 0.00% -1.0 -0.8% $302.24 +10.1%
63 SPTS SPDR SERIES TRUST 1,291.0 $38K 0.00% -871.0 -40.3% $29.18 -0.7%
64 Q QNITY ELECTRONICS INC Technology 297.0 $34K 0.00% -5.0 -1.7% $115.38 +29.2%
65 VUG VANGUARD INDEX FDS 74.0 $32K 0.00% -51.0 -40.8% $436.80 -80.2%
66 ETHV VANECK ETHEREUM TR Financial Services 734.0 $22K 0.00% -58.0 -7.3% $30.65 +0.6%
67 DD DUPONT DE NEMOURS INC Basic Materials 468.0 $21K 0.00% -20.0 -4.1% $45.80 +6.2%
68 AGG ISHARES TR 186.0 $18K 0.00% -145.0 -43.8% $99.27 -1.7%
69 VTEB VANGUARD MUN BD FDS 357.0 $18K 0.00% -136.0 -27.6% $49.89 -0.4%
70 GNL GLOBAL NET LEASE INC Real Estate 1,853.0 $17K 0.00% -1K -41.9% $9.36 -0.3%
71 PYPL PAYPAL HLDGS INC Financial Services 322.0 $15K 0.00% -200.0 -38.3% $45.23 -1.9%
72 IBIT ISHARES BITCOIN TRUST ETF Financial Services 371.0 $14K 0.00% -485.0 -56.7% $38.42 +13.2%
73 IWS ISHARES TR 57.0 $8K 0.00% -1.0 -1.7% $145.75 +6.1%
74 SMCI SUPER MICRO COMPUTER INC Technology 250.0 $6K 0.00% -160.0 -39.0% $22.77 +35.5%
75 BWMN BOWMAN CONSULTING GROUP LTD Industrials 190.0 $5K 0.00% -6.0 -3.1% $28.44 +7.8%
76 CTVA CORTEVA INC Basic Materials 43.0 $4K -15.0 -25.9% $83.72 -3.2%
77 RKT ROCKET COS INC Financial Services 200.0 $3K -200.0 -50.0% $14.25 -8.5%
78 FIX COMFORT SYS USA INC Industrials 1.0 $1K -1.0 -50.0% $1383.00 +34.1%
79 DOW DOW HLDGS INC Basic Materials 14.0 $584.0 -6.0 -30.0% $41.71 -7.6%
Page 4 of 4  ·  79 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 33.2%
Financial Services 14.6%
Industrials 13.6%
Consumer Cyclical 8.9%
Energy 7.5%
Healthcare 6.5%
Communication Services 5.1%
Consumer Defensive 4.5%
Utilities 3.8%
Basic Materials 1.4%