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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $345M AUM 163 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 68 Added 52 Reduced 215 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXX ISHARES TR ISHARES SEMICDTR 2,102.0 $633K 0.18% -48.0 -2.2% $301.20 +69.1%
42 ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0 01 Real Estate 11,390.0 $557K 0.16% -884.0 -7.2% $48.94 -8.1%
43 TDIV FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD 5,233.0 $507K 0.15% -32.0 -0.6% $96.85 +15.4%
44 DLY DOUBLELINE YIELD OPPORTUNITIES COM Financial Services 32,663.0 $475K 0.14% -3K -8.7% $14.54 -4.4%
45 EQIX EQUINIX INC COM Real Estate 618.0 $473K 0.14% -13.0 -2.1% $765.57 +41.0%
46 BIPC BROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28 Utilities 7,555.0 $343K 0.10% -48.0 -0.6% $45.40 -12.6%
47 KVUE KENVUE INC COM Consumer Defensive 17,728.0 $306K 0.09% -2K -10.7% $17.25 -0.3%
48 IRM IRON MTN INC DEL COM Real Estate 3,648.0 $303K 0.09% -306.0 -7.7% $82.96 +54.0%
49 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 5,001.0 $246K 0.07% -68.0 -1.3% $49.19 +9.5%
50 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 7,967.0 $233K 0.07% -690.0 -8.0% $29.27 +12.9%
51 NUE NUCOR CORP COM USD0 40 Basic Materials 1,259.0 $205K 0.06% -67.0 -5.0% $163.09 +42.8%
52 NU NU HOLDINGS LTD USD0 000006666666 CLASS A Financial Services 10,040.0 $168K 0.05% -403.0 -3.9% $16.74 -22.8%
Page 3 of 3  ·  52 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 18.6%
Technology 17.8%
Industrials 10.4%
Healthcare 10.2%
Energy 10.0%
Utilities 8.2%
Real Estate 7.8%
Consumer Defensive 6.1%
Basic Materials 4.5%
Consumer Cyclical 3.4%