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Portfolio (Quarterly) Guide ↗

Embree Financial Group

· CIK 0002020860
13F Portfolio $999M AUM 290 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 290 New
Page 6 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HEI HEICO CORP NEW Industrials 3,738.0 $1.3M 0.13% NEW — $356.18 -14.5%
102 LLY ELI LILLY & CO Healthcare 1,093.0 $1.3M 0.13% NEW — $1199.89 -1.2%
103 GLD SPDR GOLD TR Financial Services 3,505.0 $1.3M 0.13% NEW — $368.38 +2.6%
104 TSLA TESLA INC Consumer Cyclical 3,004.0 $1.3M 0.13% NEW — $420.60 -15.0%
105 AXP AMERICAN EXPRESS CO Financial Services 3,731.0 $1.3M 0.13% NEW — $338.28 -9.5%
106 HGER HARBOR ETF TRUST — 42,858.0 $1.3M 0.13% NEW — $29.34 +19.8%
107 BALI BLACKROCK ETF TRUST — 36,783.0 $1.2M 0.12% NEW — $33.83 +1.9%
108 SPYM SPDR SERIES TRUST — 14,010.0 $1.2M 0.12% NEW — $87.88 +2.5%
109 IGM ISHARES TR — 7,396.0 $1.2M 0.12% NEW — $163.58 +2.5%
110 IAU ISHARES GOLD TR Financial Services 15,694.0 $1.2M 0.12% NEW — $75.51 +2.6%
111 SCHC SCHWAB STRATEGIC TR — 24,312.0 $1.2M 0.12% NEW — $48.12 +3.9%
112 FIG FIGMA INC Technology 62,266.0 $1.1M 0.11% NEW — $18.09 +11.9%
113 XLK SELECT SECTOR SPDR TR — 5,905.0 $1.1M 0.11% NEW — $190.51 +2.1%
114 FNDE SCHWAB STRATEGIC TR — 28,169.0 $1.1M 0.11% NEW — $39.68 +5.9%
115 SCHD SCHWAB STRATEGIC TR — 34,823.0 $1.1M 0.11% NEW — $31.71 +4.1%
116 BITB BITWISE BITCOIN ETF TR Financial Services 34,595.0 $1.1M 0.11% NEW — $31.86 +41.9%
117 CAT CATERPILLAR INC Industrials 1,029.0 $1.1M 0.11% NEW — $1064.43 -23.0%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,154.0 $1.1M 0.11% NEW — $935.75 -1.4%
119 TAFI AB ACTIVE ETFS INC — 42,650.0 $1.1M 0.11% NEW — $25.22 -2.7%
120 QUAL ISHARES TR — 4,795.0 $1.1M 0.10% NEW — $219.45 +1.6%
Page 6 of 15  ·  290 positions

① 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 49.2%
Technology 26.1%
Communication Services 6.8%
Consumer Cyclical 4.7%
Industrials 4.6%
Healthcare 4.3%
Energy 1.9%
Consumer Defensive 1.6%
Utilities 0.5%
Basic Materials 0.2%