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Portfolio (Quarterly) Guide ↗

Fullerton Advisors, LLC

· CIK 0002108355
13F Portfolio $100M AUM 54 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 54 New
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYD VANECK ETF TRUST 25,079.0 $1.3M 1.28% NEW $51.12 -1.2%
22 SPEM SPDR INDEX SHS FDS 25,500.0 $1.2M 1.19% NEW $46.81 +7.7%
23 AMLP ALPS ETF TR 20,775.0 $977K 0.98% NEW $47.02 +16.6%
24 CIBR FIRST TR EXCHANGE TRADED FD 11,773.0 $841K 0.84% NEW $71.45 +12.5%
25 AAPL APPLE INC Technology 2,939.0 $799K 0.80% NEW $271.84 +10.0%
26 JEPQ J P MORGAN EXCHANGE TRADED F 13,352.0 $776K 0.78% NEW $58.12 +2.5%
27 VV VANGUARD INDEX FDS 2,397.0 $755K 0.75% NEW $314.77 +7.2%
28 GOOG ALPHABET INC Communication Services 2,209.0 $693K 0.69% NEW $313.79 +25.3%
29 VCIT VANGUARD SCOTTSDALE FDS 8,258.0 $692K 0.69% NEW $83.75 -2.6%
30 AVGO BROADCOM INC Technology 1,964.0 $680K 0.68% NEW $346.18 +18.7%
31 VEU VANGUARD INTL EQUITY INDEX F 9,050.0 $666K 0.67% NEW $73.56 +9.8%
32 NVDA NVIDIA CORPORATION Technology 3,419.0 $638K 0.64% NEW $186.52 +19.2%
33 MUB ISHARES TR 5,010.0 $537K 0.54% NEW $107.11 -1.3%
34 RKT ROCKET COS INC Financial Services 27,151.0 $526K 0.53% NEW $19.36 -32.6%
35 TSLA TESLA INC Consumer Cyclical 1,089.0 $490K 0.49% NEW $449.72 -8.8%
36 WDAY WORKDAY INC Technology 2,212.0 $475K 0.47% NEW $214.78 -40.0%
37 JNK SPDR SERIES TRUST 4,676.0 $455K 0.45% NEW $97.21 -1.7%
38 GOOGL ALPHABET INC Communication Services 1,444.0 $452K 0.45% NEW $313.08 +26.8%
39 IVV ISHARES TR 645.0 $442K 0.44% NEW $685.39 +7.6%
40 VNQ VANGUARD INDEX FDS 4,338.0 $384K 0.38% NEW $88.49 +7.7%
Page 2 of 3  ·  54 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 54.2%
Communication Services 19.4%
Consumer Cyclical 13.5%
Financial Services 12.9%