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Portfolio (Quarterly) Guide ↗

FIDUCIARY FINANCIAL ADVISORS

· CIK 0002116119
13F Portfolio $984M AUM 49,774 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2794 New
Page 118 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 FFBC 1ST FINL BANCORP Financial Services 50.0 $2K NEW $31.80 +3.6%
2342 ITRN ITURAN LOCATION AND CONTROL Technology 26.0 $2K NEW $61.00 -17.1%
2343 LYG LLOYDS BANKING GROUP PLC Financial Services 272.0 $2K NEW $5.83 +1.2%
2344 AIR AAR CORP Industrials 12.0 $2K NEW $131.08 +1.0%
2345 ITB ISHARES TR 16.0 $2K NEW $98.06 -1.3%
2346 GFF GRIFFON CORP Industrials 17.0 $2K NEW $91.82 +9.0%
2347 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 22.0 $2K NEW $70.68 +11.0%
2348 YUMC YUM CHINA HLDGS INC Consumer Cyclical 39.0 $2K NEW $39.82 +22.8%
2349 FBK FB FINL CORP Financial Services 29.0 $2K NEW $53.45 +9.5%
2350 FIBK FIRST INTST BANCSYSTEM INC Financial Services 42.0 $2K NEW $36.71 +3.0%
2351 NMRK NEWMARK GROUP INC Real Estate 105.0 $2K NEW $14.68 +8.9%
2352 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 90.0 $2K NEW $16.92 +5.8%
2353 BOYD GROUP SERVICES INC 17.0 $2K NEW $89.06
2354 KYMR KYMERA THERAPEUTICS INC Healthcare 14.0 $1K NEW $106.50 +14.1%
2355 BCE BCE INC Communication Services 70.0 $1K NEW $21.20 +12.2%
2356 RITM RITHM CAPITAL CORP Real Estate 158.0 $1K NEW $9.39 +8.2%
2357 WSBC WESBANCO INC Financial Services 41.0 $1K NEW $36.17 +13.0%
2358 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 29.0 $1K NEW $51.14 -12.0%
2359 CRC CALIFORNIA RES CORP Energy 29.0 $1K NEW $51.07 +4.6%
2360 VOD VODAFONE GROUP PLC Communication Services 113.0 $1K NEW $13.11 +22.2%
Page 118 of 140  ·  2,794 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 32.9%
Financial Services 30.6%
Industrials 10.0%
Consumer Cyclical 5.9%
Healthcare 5.2%
Communication Services 4.6%
Consumer Defensive 3.2%
Energy 2.9%
Basic Materials 1.7%
Real Estate 1.5%