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Portfolio (Quarterly) Guide ↗

Mason & Associates Inc

· CIK 0001917686
13F Portfolio $619M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 1,912.0 $674K 0.11% NEW $352.61 -4.2%
102 AFRM AFFIRM HLDGS INC Technology 8,117.0 $662K 0.11% NEW $81.55 -8.6%
103 KLAC KLA CORP Technology 2,193.0 $662K 0.11% NEW $301.71 -31.8%
104 VUG VANGUARD INDEX FDS 7,488.0 $645K 0.10% NEW $86.14 +3.2%
105 HODL VANECK BITCOIN ETF 38,637.0 $642K 0.10% NEW $16.61 +9.3%
106 CAH CARDINAL HEALTH INC Healthcare 2,668.0 $634K 0.10% NEW $237.56 -0.8%
107 BLDX IMPAX FUNDS SERIES TRUST I 24,034.0 $626K 0.10% NEW $26.06 +1.5%
108 AXON AXON ENTERPRISE INC Industrials 1,066.0 $598K 0.10% NEW $560.61 +7.8%
109 EAGG ISHARES TR 12,536.0 $594K 0.10% NEW $47.41 -1.8%
110 CAT CATERPILLAR INC Industrials 553.0 $589K 0.10% NEW $1064.90 -17.2%
111 CIBR FIRST TR EXCHANGE-TRADED FD 6,256.0 $562K 0.09% NEW $89.85 +8.8%
112 WMT WALMART INC Consumer Defensive 4,933.0 $559K 0.09% NEW $113.27 +0.9%
113 ICLN ISHARES TR 27,023.0 $554K 0.09% NEW $20.49 -11.6%
114 VST VISTRA CORP Utilities 3,481.0 $552K 0.09% NEW $158.63 -7.9%
115 MA MASTERCARD INCORPORATED Financial Services 1,054.0 $541K 0.09% NEW $513.45 +9.5%
116 OWNS QUAKER INVT TR 30,716.0 $531K 0.09% NEW $17.27 -1.1%
117 IJH ISHARES TR 6,805.0 $525K 0.09% NEW $77.11 +1.8%
118 SCHW SCHWAB CHARLES CORP Financial Services 5,684.0 $524K 0.09% NEW $92.27 +19.8%
119 SCHP SCHWAB STRATEGIC TR 19,241.0 $510K 0.08% NEW $26.50 -2.3%
120 UNP UNION PAC CORP Industrials 1,791.0 $487K 0.08% NEW $272.00 +10.3%
Page 6 of 9  ·  161 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
Technology 47.0%
Financial Services 20.1%
Communication Services 9.9%
Consumer Cyclical 9.3%
Healthcare 5.1%
Industrials 3.4%
Energy 1.5%
Consumer Defensive 1.5%
Real Estate 1.0%
Basic Materials 0.7%