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Portfolio (Quarterly) Guide ↗

Latitude Advisors, LLC

· CIK 0001843715
13F Portfolio $227M AUM 224 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 105 Added 65 Reduced 13 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 5,283.0 $939K 0.41% -401.0 -7.0% $177.75 -25.5%
22 CENCORA INC 2,623.0 $886K 0.39% -21.0 -0.8% $337.69
23 J P MORGAN EXCHANGE TRADED F 16,733.0 $847K 0.37% -3K -13.8% $50.59
24 T AT&T INC Communication Services 28,404.0 $706K 0.31% -2K -6.0% $24.84 +0.2%
25 DGRO ISHARES TR 9,797.0 $680K 0.30% -68.0 -0.7% $69.42 +7.4%
26 JEPI J P MORGAN EXCHANGE TRADED F 11,494.0 $658K 0.29% -697.0 -5.7% $57.24 -1.7%
27 BERKSHIRE HATHAWAY INC DEL 1,296.0 $651K 0.29% -140.0 -9.8% $502.52
28 VEA VANGUARD TAX-MANAGED FDS 10,250.0 $640K 0.28% -2K -17.3% $62.47 +14.3%
29 HD HOME DEPOT INC Consumer Cyclical 1,855.0 $638K 0.28% -287.0 -13.4% $344.16 -7.6%
30 FTSM FIRST TR EXCHANGE-TRADED FD 9,237.0 $554K 0.24% -2K -15.3% $59.93 +0.0%
31 EMXC ISHARES INC 6,751.0 $491K 0.22% -246.0 -3.5% $72.68 +38.2%
32 ORCL ORACLE CORP Technology 2,291.0 $447K 0.20% -127.0 -5.2% $194.94 -2.0%
33 JNJ JOHNSON & JOHNSON Healthcare 2,112.0 $437K 0.19% -39.0 -1.8% $206.95 +11.8%
34 SPDW SPDR INDEX SHS FDS 9,207.0 $409K 0.18% -931.0 -9.2% $44.41 +14.5%
35 QCOM QUALCOMM INC Technology 2,379.0 $407K 0.18% -74.0 -3.0% $171.06 +36.4%
36 CSX CSX CORP Industrials 11,078.0 $402K 0.18% -267.0 -2.4% $36.25 +30.0%
37 VTEB VANGUARD MUN BD FDS 7,493.0 $377K 0.17% -256.0 -3.3% $50.29 -0.2%
38 IWM ISHARES TR 1,510.0 $372K 0.16% -200.0 -11.7% $246.21 +17.9%
39 KLAC KLA CORP Technology 287.0 $349K 0.15% -3.0 -1.0% $1216.87 +60.8%
40 SCZ ISHARES TR 4,322.0 $335K 0.15% -338.0 -7.2% $77.54 +11.0%
Page 2 of 4  ·  65 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
Financial Services 37.5%
Technology 25.7%
Consumer Cyclical 8.7%
Healthcare 8.4%
Communication Services 6.7%
Industrials 4.4%
Consumer Defensive 3.4%
Energy 2.4%
Utilities 2.0%
Basic Materials 0.7%