Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394

13F Portfolio $199M AUM 46 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 17 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AON	AON PLC	Financial Services	613	$216K	0.11%	SOLD

Sector Allocation

Technology 53.1%

Consumer Cyclical 10.2%

Energy 10.2%

Communication Services 8.3%

Financial Services 4.9%

Healthcare 4.0%

Industrials 3.0%

Utilities 2.2%

Basic Materials 2.2%

Consumer Defensive 1.9%