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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 21 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 REGN REGENERON PHARMACEUTICALS Healthcare 7.0 $5K 0.00% NEW $772.00 -17.8%
402 DVN DEVON ENERGY CORP NEW Energy 147.0 $5K 0.00% NEW $36.63 +37.1%
403 BALL BALL CORP Consumer Cyclical 100.0 $5K 0.00% NEW $52.97 +4.1%
404 FNDX SCHWAB STRATEGIC TR 189.0 $5K 0.00% NEW $27.21 +11.6%
405 FITB FIFTH THIRD BANCORP Financial Services 109.0 $5K 0.00% NEW $46.82 +1.5%
406 VRSK VERISK ANALYTICS INC Industrials 22.0 $5K 0.00% NEW $223.73 -24.5%
407 EVR EVERCORE INC Financial Services 14.0 $5K 0.00% NEW $340.29 -3.8%
408 IDXX IDEXX LABS INC Healthcare 7.0 $5K 0.00% NEW $676.57 -20.4%
409 BEP BROOKFIELD RENEWABLE PARTNER Utilities 174.0 $5K 0.00% NEW $26.97 +27.4%
410 HCA HCA HEALTHCARE INC Healthcare 10.0 $5K 0.00% NEW $466.90 -15.1%
411 NEWSMAX INC 600.0 $5K 0.00% NEW $7.73
412 MUR MURPHY OIL CORP Energy 146.0 $5K 0.00% NEW $31.25 +30.3%
413 HAL HALLIBURTON CO Energy 160.0 $5K 0.00% NEW $28.26 +54.1%
414 ARW ARROW ELECTRS INC Technology 41.0 $5K 0.00% NEW $110.20 +90.8%
415 ABT ABBOTT LABS Healthcare 36.0 $5K 0.00% NEW $125.31 -30.4%
416 PLD PROLOGIS INC. Real Estate 35.0 $4K 0.00% NEW $127.69 +11.4%
417 GPC GENUINE PARTS CO Consumer Cyclical 36.0 $4K NEW $122.97 -25.7%
418 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 9.0 $4K NEW $487.33 +17.3%
419 CAH CARDINAL HEALTH INC Healthcare 21.0 $4K NEW $205.52 -3.2%
420 VCIT VANGUARD SCOTTSDALE FDS 49.0 $4K NEW $83.76 -2.5%
Page 21 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%