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Portfolio (Quarterly) Guide ↗

N.E.W. Advisory Services LLC

· CIK 0001803456
13F Portfolio $1.3B AUM 914 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 232 Added 171 Reduced 45 Exited
Page 36 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LUNR INTUITIVE MACHINES INC Industrials 347.0 $6K $18.56 +117.4%
702 HURN HURON CONSULTING GROUP INC Industrials 50.0 $6K +25.0 +100.0% $127.50 -17.9%
703 OSPN ONESPAN INC Technology 600.0 $6K $10.53 +28.8%
704 RC READY CAPITAL CORP Real Estate 3,860.0 $6K $1.62 +13.0%
705 PNW PINNACLE WEST CAP CORP Utilities 62.0 $6K $100.76 +2.0%
706 YUM YUM BRANDS INC Consumer Cyclical 40.0 $6K $155.47 -2.2%
707 STC STEWART INFORMATION SVCS COR Financial Services 100.0 $6K $61.58 +10.5%
708 SMCI SUPER MICRO COMPUTER INC Technology 270.0 $6K +20.0 +8.0% $22.77 +67.7%
709 WTFC WINTRUST FINL CORP Financial Services 44.0 $6K $138.93 +8.5%
710 RITM RITHM CAPITAL CORP Real Estate 635.0 $6K +503.0 +381.1% $9.48 -1.8%
711 INOD INNODATA INC Technology 150.0 $6K $38.62 +130.5%
712 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 180.0 $6K $32.01 +2.2%
713 SMH VANECK ETF TRUST 15.0 $6K $383.40 +55.3%
714 AWAY AMPLIFY ETF TR 356.0 $6K $16.08 +3.9%
715 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 305.0 $6K $18.70 -2.9%
716 SWK STANLEY BLACK DECKER INC Industrials 80.0 $6K $71.06 +11.8%
717 THO THOR INDS INC Consumer Cyclical 71.0 $6K $79.89 -1.3%
718 CDE COEUR MNG INC Basic Materials 300.0 $6K $18.77 -5.0%
719 LITE LUMENTUM HLDGS INC Technology 8.0 $6K NEW $702.75 +28.4%
720 RWT REDWOOD TRUST INC Real Estate 1,000.0 $6K NEW $5.61 -4.8%
Page 36 of 46  ·  914 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 26.2%
Financial Services 25.4%
Consumer Defensive 13.7%
Consumer Cyclical 7.9%
Industrials 7.0%
Utilities 5.4%
Healthcare 4.8%
Communication Services 4.1%
Real Estate 2.4%
Energy 2.0%