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Portfolio (Quarterly) Guide ↗

Tranquilli Financial Advisor LLC

· CIK 0001847769
13F Portfolio $169M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 118 New
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALLE ALLEGION PLC Industrials 2,391.0 $424K 0.25% NEW $177.35 -26.3%
82 SNY SANOFI SA Healthcare 8,793.0 $415K 0.24% NEW $47.20 -5.4%
83 DEO DIAGEO PLC Consumer Defensive 4,295.0 $410K 0.24% NEW $95.43 -9.9%
84 QCOM QUALCOMM INC Technology 2,402.0 $400K 0.24% NEW $166.36 +21.7%
85 LYG LLOYDS BANKING GROUP PLC Financial Services 83,954.0 $381K 0.23% NEW $4.54 +19.2%
86 GSK GSK PLC Healthcare 8,505.0 $367K 0.22% NEW $43.16 +19.4%
87 SBUX STARBUCKS CORP Consumer Cyclical 4,243.0 $359K 0.21% NEW $84.60 +25.9%
88 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,985.0 $355K 0.21% NEW $178.73 -26.5%
89 XLC SELECT SECTOR SPDR TR 2,934.0 $347K 0.20% NEW $118.37 -1.9%
90 TOPT ISHARES TR 11,335.0 $345K 0.20% NEW $30.46 +11.1%
91 IQVIA HLDGS INC 1,809.0 $344K 0.20% NEW $189.94
92 BAC BANK AMERICA CORP Financial Services 6,652.0 $343K 0.20% NEW $51.59 -0.2%
93 IGV ISHARES TR 2,979.0 $343K 0.20% NEW $115.01 -19.6%
94 BBEU J P MORGAN EXCHANGE TRADED F 4,837.0 $337K 0.20% NEW $69.61 +11.8%
95 EWJ ISHARES INC 4,148.0 $333K 0.20% NEW $80.21 +13.9%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,169.0 $330K 0.20% NEW $282.16 -10.3%
97 KRE SPDR SERIES TRUST 5,149.0 $326K 0.19% NEW $63.30 +9.3%
98 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,515.0 $323K 0.19% NEW $42.92 +6.1%
99 MA MASTERCARD INCORPORATED Financial Services 532.0 $303K 0.18% NEW $568.81 -12.2%
100 APD AIR PRODS & CHEMS INC Basic Materials 1,082.0 $295K 0.17% NEW $272.72 +6.4%
Page 5 of 6  ·  118 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 34.3%
Communication Services 15.0%
Technology 13.3%
Consumer Cyclical 10.8%
Healthcare 10.3%
Consumer Defensive 6.8%
Energy 4.2%
Industrials 4.1%
Basic Materials 0.7%
Real Estate 0.5%