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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 21 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FNDA SCHWAB STRATEGIC TR 184.0 $7K 0.00% $38.07 -0.9%
402 NEBIUS GROUP N.V. 25.0 $7K 0.00% $276.20
403 FDX FEDEX CORP Industrials 22.0 $7K 0.00% $313.14 +3.8%
404 CIEN CIENA CORP Technology 14.0 $7K 0.00% $490.57 -19.3%
405 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 583.0 $7K 0.00% $11.74 -4.4%
406 MELI MERCADOLIBRE INC Consumer Cyclical 4.0 $7K 0.00% -2.0 -33.3% $1697.50 +13.3%
407 ROL ROLLINS INC Consumer Cyclical 162.0 $7K 0.00% $41.74 -11.6%
408 IMO IMPERIAL OIL LTD Energy 60.0 $7K 0.00% NEW $112.03 +23.2%
409 REZI RESIDEO TECHNOLOGIES INC Industrials 209.0 $6K 0.00% $31.10 -34.8%
410 AMTM AMENTUM HOLDINGS INC Industrials 314.0 $6K 0.00% $20.67 +4.0%
411 GTLS CHART INDS INC Industrials 31.0 $6K 0.00% $208.97 +0.4%
412 EPR EPR PPTYS Real Estate 111.0 $6K 0.00% $58.02 +4.0%
413 DOC HEALTHPEAK PROPERTIES INC Real Estate 300.0 $6K 0.00% $21.40 +0.0%
414 BLW BLACKROCK LTD DURATION INCOM Financial Services 500.0 $6K 0.00% $12.49 +1.4%
415 BALL BALL CORP Consumer Cyclical 100.0 $6K 0.00% $62.40 +1.9%
416 MSC INCOME FUND INC 538.0 $6K 0.00% $11.57
417 BEP BROOKFIELD RENEWABLE ENERGY Utilities 174.0 $6K 0.00% $34.74 -5.7%
418 FNDX SCHWAB STRATEGIC TR 189.0 $6K 0.00% $31.10 +4.6%
419 NKE NIKE INC Consumer Cyclical 140.0 $6K 0.00% +1.0 +0.7% $40.92 -0.4%
420 BAC CALL BANK OF AMER CORP Financial Services 100.0 $6K 0.00% $56.98 +8.3%
Page 21 of 27  ·  537 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%