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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM 275 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 118 Added 100 Reduced 21 Exited
Page 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CGHM CAPITAL GRP FIXED INCM ETF T 8,606.0 $219K 0.05% NEW $25.48 -0.3%
262 ACVA ACV AUCTIONS INC Consumer Cyclical 27,252.0 $219K 0.05% +509.0 +1.9% $8.02 -26.4%
263 JKHY HENRY JACK & ASSOC INC Technology 1,180.0 $215K 0.05% NEW $182.51 -23.5%
264 MCK MCKESSON CORP Healthcare 262.0 $215K 0.05% +3.0 +1.2% $819.22 -6.4%
265 CVS CVS HEALTH CORP Healthcare 2,685.0 $213K 0.05% -80.0 -2.9% $79.36 +17.6%
266 MUB ISHARES TR 1,985.0 $213K 0.05% -146.0 -6.8% $107.11 -1.0%
267 PTLC PACER FDS TR 3,790.0 $211K 0.05% -1K -24.4% $55.58 +3.9%
268 JEPI J P MORGAN EXCHANGE TRADED F 3,639.0 $208K 0.05% -16K -81.3% $57.24 -2.0%
269 FIW FIRST TR EXCHANGE-TRADED FD 1,851.0 $201K 0.05% +16.0 +0.9% $108.65 -6.8%
270 GIS GENERAL MLS INC Consumer Defensive 4,320.0 $201K 0.05% +23.0 +0.5% $46.50 -28.0%
271 AXP AMERICAN EXPRESS CO Financial Services 543.0 $201K 0.05% NEW $369.91 -16.3%
272 F FORD MTR CO Consumer Cyclical 12,692.0 $167K 0.04% $13.12 +4.2%
273 PHK PIMCO HIGH INCOME FD Financial Services 22,730.0 $110K 0.03% -696.0 -3.0% $4.86 -7.0%
274 PDSB PDS BIOTECHNOLOGY CORP Healthcare 61,800.0 $48K 0.01% +14K +29.3% $0.77 +50.7%
275 EON RESOURCES INC 12,000.0 $5K 0.00% $0.38
Page 14 of 14  ·  275 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 23.4%
Industrials 20.3%
Financial Services 17.0%
Consumer Cyclical 10.4%
Healthcare 9.2%
Utilities 7.2%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 1.1%
Basic Materials 0.2%