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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 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 17,060.0 $1.0M 1.35% NEW $59.03 +11.9%
2 TRV TRAVELERS COMPANIES INC Financial Services 860.0 $251K 0.34% NEW $291.68 +4.5%
3 RIO RIO TINTO PLC Basic Materials 2,309.0 $215K 0.29% NEW $93.30 +14.6%
4 QQQ INVESCO QQQ TR Financial Services 355.0 $205K 0.28% NEW $577.54 +26.4%

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%