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Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470
13F Portfolio $587M AUM 195 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 73 Added 63 Reduced
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Q QNITY ELECTRONICS INC Technology 1,765.0 $204K 0.04% NEW $115.38 +4.0%
22 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 5,623.0 $203K 0.04% NEW $36.10 -40.5%
23 MRSH MARSH & MCLENNAN COS INC Financial Services 1,163.0 $202K 0.03% NEW $173.42 +0.9%
24 EC ECOPETROL S A Energy 12,788.0 $192K 0.03% NEW $14.99 +17.3%
25 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 10,018.0 $173K 0.03% NEW $17.30 +59.2%
26 GILT GILAT SATELLITE NETWORKS LTD Technology 11,471.0 $172K 0.03% NEW $15.02 -34.6%
27 HLIT HARMONIC INC Technology 15,973.0 $143K 0.02% NEW $8.98 +23.6%
28 SPOK SPOK HLDGS INC Healthcare 12,220.0 $133K 0.02% NEW $10.90 -4.7%
Page 2 of 2  ·  28 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 33.3%
Financial Services 10.6%
Consumer Defensive 10.5%
Healthcare 9.5%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 8.4%
Energy 7.3%
Basic Materials 1.3%
Utilities 0.3%