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Portfolio (Quarterly) Guide ↗

Brio Consultants, LLC

· CIK 0001747799
13F Portfolio $853M AUM 164 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 83 Added 39 Reduced
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ED CONSOLIDATED EDISON INC Utilities 2,085.0 $231K 0.03% +94.0 +4.7% $110.63 -4.7%
82 PEP PEPSICO INC Consumer Defensive 1,628.0 $220K 0.03% +58.0 +3.7% $135.40 -4.2%
83 LYG LLOYDS BANKING GROUP PLC Financial Services 21,157.0 $123K 0.01% +3K +13.4% $5.83 -0.3%
Page 5 of 5  ·  83 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 53.9%
Communication Services 15.6%
Financial Services 13.4%
Consumer Cyclical 7.1%
Healthcare 3.6%
Industrials 3.0%
Consumer Defensive 1.6%
Utilities 1.1%
Energy 0.7%