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Portfolio (Quarterly) Guide ↗

Sincerus Advisory, LLC

· CIK 0002050968
13F Portfolio $132M AUM 76 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 43 Added 17 Reduced 3 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JMUB J P MORGAN EXCHANGE TRADED F 4,584.0 $229K 0.17% +442.0 +10.7% $49.99 -0.1%
42 AVGO BROADCOM INC Technology 722.0 $223K 0.17% +52.0 +7.8% $309.48 +34.0%
43 SHE SPDR SERIES TRUST 1,724.0 $220K 0.17% +150.0 +9.5% $127.80 +18.1%
Page 3 of 3  ·  43 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 71.8%
Technology 20.1%
Communication Services 6.2%
Consumer Cyclical 1.2%
Real Estate 0.7%