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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 8 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DES WISDOMTREE TR 3,249.0 $117K 0.01% $35.94 +4.6%
142 EPD ENTERPRISE PRODS PARTNERS L Energy 2,981.0 $113K 0.01% $37.84 +4.3%
143 ICF ISHARES TR 1,805.0 $112K 0.01% $61.89 +8.8%
144 GWX SPDR INDEX SHS FDS 2,565.0 $108K 0.01% -64.0 -2.4% $42.23 +6.9%
145 IBM INTERNATIONAL BUSINESS MACHS Technology 443.0 $107K 0.01% $242.39 -8.1%
146 VWO VANGUARD INTL EQUITY INDEX F 1,965.0 $106K 0.01% $54.06 +7.1%
147 MUB ISHARES TR 986.0 $105K 0.01% -72.0 -6.8% $106.15 -0.5%
148 QQQ INVESCO QQQ TR Financial Services 174.0 $101K 0.01% $578.80 +21.2%
149 DUK DUKE ENERGY CORP NEW Utilities 763.0 $100K 0.01% $130.94 -6.2%
150 XLP SELECT SECTOR SPDR TR 1,207.0 $99K 0.01% $81.98 +5.0%
151 XLK SELECT SECTOR SPDR TR 744.0 $99K 0.01% $132.95 +30.3%
152 IJS ISHARES TR 829.0 $98K 0.01% +32.0 +4.0% $118.47 +5.5%
153 AMD ADVANCED MICRO DEVICES INC Technology 475.0 $97K 0.01% $203.43 +103.5%
154 CAT CATERPILLAR INC Industrials 136.0 $96K 0.01% $708.46 +21.4%
155 NSC NORFOLK SOUTHN CORP Industrials 332.0 $95K 0.01% $287.00 +11.5%
156 FAS DIREXION SHARES ETF TRUST 800.0 $95K 0.01% $118.50 +8.8%
157 LMT LOCKHEED MARTIN CORP Industrials 153.0 $92K 0.01% +58.0 +61.0% $604.39 -12.6%
158 GIS GENERAL MILLS INC Consumer Defensive 2,451.0 $91K 0.01% $37.22 -10.1%
159 RTX RTX CORPORATION Industrials 469.0 $90K 0.01% $192.90 -8.8%
160 UNH UNITEDHEALTH GROUP INC Healthcare 331.0 $90K 0.01% $270.59 +44.5%
Page 8 of 26  ·  518 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%