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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 122 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 TDC TERADATA CORP DEL Technology 39.0 $1K NEW $31.08 -8.7%
2422 SPEU SPDR INDEX SHS FDS 22.0 $1K NEW $54.86 +3.3%
2423 CNK CINEMARK HLDGS INC Communication Services 40.0 $1K NEW $30.15 +23.1%
2424 FCPT FOUR CORNERS PPTY TR INC Real Estate 50.0 $1K NEW $24.06 +4.0%
2425 BROWN FORMAN CORP 46.0 $1K NEW $26.15
2426 FTXO FIRST TR EXCHANGE TRADED FD 29.0 $1K NEW $41.34 +4.7%
2427 KRC KILROY REALTY CORP Real Estate 33.0 $1K NEW $36.33 -0.6%
2428 CMCO COLUMBUS MCKINNON CORP N Y Industrials 79.0 $1K NEW $15.13 +18.5%
2429 NGVT INGEVITY CORP Basic Materials 18.0 $1K NEW $66.39 +11.4%
2430 BCH BANCO DE CHILE Financial Services 30.0 $1K NEW $39.77 +3.2%
2431 ROAD CONSTRUCTION PARTNERS INC Industrials 11.0 $1K NEW $108.00 +5.6%
2432 ADEA ADEIA INC Technology 37.0 $1K NEW $32.03 -11.4%
2433 DPZ DOMINOS PIZZA INC Consumer Cyclical 4.0 $1K NEW $296.00 +15.6%
2434 FRPT FRESHPET INC Consumer Defensive 20.0 $1K NEW $59.10 +23.6%
2435 CAVA CAVA GROUP INC Consumer Cyclical 16.0 $1K NEW $73.56 -5.2%
2436 VRNS VARONIS SYS INC Technology 29.0 $1K NEW $40.52 +7.9%
2437 MPT MEDICAL PROPERTIES TRUST INC Financial Services 256.0 $1K NEW $4.59 -12.6%
2438 BSY BENTLEY SYS INC Technology 42.0 $1K NEW $27.76 +27.2%
2439 NIC NICOLET BANKSHARES INC Financial Services 7.0 $1K NEW $165.43 +7.0%
2440 BEPC BROOKFIELD RENEWABLE CORP Utilities 32.0 $1K NEW $35.97 -6.9%
Page 122 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%