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Portfolio (Quarterly) Guide ↗

Holland Advisory Services, Inc.

· CIK 0001890183
13F Portfolio $75M AUM 47 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 4 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 3,862.0 $1.1M 1.52% +263.0 +7.3% $294.18 +4.0%
2 JNJ JOHNSON & JOHNSON Healthcare 2,429.0 $594K 0.80% +80.0 +3.4% $244.41 -5.6%
3 IBM INTERNATIONAL BUSINESS MACHS Technology 1,176.0 $285K 0.38% +6.0 +0.5% $242.32 +3.2%
4 SO SOUTHERN CO Utilities 2,381.0 $230K 0.31% +25.0 +1.1% $96.53 -2.3%

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 25.8%
Consumer Defensive 19.7%
Financial Services 19.5%
Healthcare 7.8%
Energy 7.7%
Industrials 6.8%
Consumer Cyclical 5.9%
Utilities 3.0%
Communication Services 2.5%
Basic Materials 1.2%