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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 276 New
Page 9 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PYPL PAYPAL HLDGS INC Financial Services 9,087.0 $609K 0.14% NEW $67.06 -33.8%
162 MOH MOLINA HEALTHCARE INC Healthcare 3,172.0 $607K 0.14% NEW $191.36 -5.3%
163 ICVT ISHARES TR 5,956.0 $596K 0.14% NEW $100.05 +17.9%
164 CNI CANADIAN NATL RY CO Industrials 6,312.0 $595K 0.14% NEW $94.30 +21.1%
165 SHLD GLOBAL X FDS 8,405.0 $590K 0.14% NEW $70.24 -8.4%
166 XOM EXXON MOBIL CORP Energy 5,190.0 $585K 0.13% NEW $112.74 +38.6%
167 EFG ISHARES TR 5,092.0 $580K 0.13% NEW $113.88 +6.6%
168 FNDA SCHWAB STRATEGIC TR 18,476.0 $576K 0.13% NEW $31.16 +13.7%
169 PFE PFIZER INC Healthcare 22,135.0 $564K 0.13% NEW $25.48 +1.8%
170 FNDE SCHWAB STRATEGIC TR 15,149.0 $548K 0.13% NEW $36.16 +11.8%
171 FINW FINWISE BANCORP Financial Services 28,022.0 $543K 0.12% NEW $19.39 -28.1%
172 APOS APOLLO GLOBAL MGMT INC Financial Services 4,025.0 $536K 0.12% NEW $133.27 -80.4%
173 SUSC ISHARES TR 22,753.0 $536K 0.12% NEW $23.56 -2.4%
174 SCHW SCHWAB CHARLES CORP Financial Services 5,412.0 $517K 0.12% NEW $95.46 -5.6%
175 MRK MERCK & CO INC Healthcare 6,119.0 $514K 0.12% NEW $83.93 +38.1%
176 CGIB CAPITAL GRP FIXED INCM ETF T 20,191.0 $513K 0.12% NEW $25.39 -0.7%
177 NKE NIKE INC Consumer Cyclical 7,352.0 $513K 0.12% NEW $69.73 -36.3%
178 TENB TENABLE HLDGS INC Technology 17,537.0 $511K 0.12% NEW $29.16 -12.6%
179 RPD RAPID7 INC Technology 26,825.0 $503K 0.12% NEW $18.75 -61.0%
180 DD DUPONT DE NEMOURS INC Basic Materials 6,416.0 $500K 0.12% NEW $77.90 -39.5%
Page 9 of 14  ·  276 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 23.9%
Industrials 19.8%
Financial Services 18.3%
Consumer Cyclical 10.2%
Healthcare 8.7%
Utilities 6.9%
Communication Services 5.8%
Consumer Defensive 4.5%
Energy 1.3%
Basic Materials 0.4%