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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 126 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 GEO GEO GROUP INC Industrials 32.0 $946.0 NEW $29.56 +5.4%
2502 OPCH OPTION CARE HEALTH INC Healthcare 47.0 $944.0 NEW $20.09 +16.4%
2503 LI LI AUTO INC Consumer Cyclical 80.0 $940.0 NEW $11.75 +5.6%
2504 BILL BILL HOLDINGS INC Technology 27.0 $940.0 NEW $34.81 +39.3%
2505 CCS CENTURY COMMUNITIES INC Consumer Cyclical 14.0 $932.0 NEW $66.57 +5.5%
2506 BNTX BIONTECH SE Healthcare 12.0 $930.0 NEW $77.50 +18.2%
2507 CWT CALIFORNIA WTR SVC GROUP Utilities 19.0 $926.0 NEW $48.74 +1.9%
2508 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 55.0 $922.0 NEW $16.76 +13.4%
2509 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 3.0 $920.0 NEW $306.67 -14.2%
2510 CNMD CONMED CORP Healthcare 28.0 $916.0 NEW $32.71 +50.5%
2511 NLOP NET LEASE OFFICE PROPERTIES Real Estate 82.0 $913.0 NEW $11.13 +2.6%
2512 AMTM AMENTUM HOLDINGS INC Industrials 47.0 $909.0 NEW $19.34 +5.6%
2513 RAMP LIVERAMP HLDGS INC Technology 25.0 $904.0 NEW $36.16 +4.2%
2514 PATH UIPATH INC Technology 84.0 $903.0 NEW $10.75 +48.7%
2515 OTTR OTTER TAIL CORP Utilities 10.0 $900.0 NEW $90.00 +2.9%
2516 INSP INSPIRE MED SYS INC Healthcare 20.0 $892.0 NEW $44.60 +28.3%
2517 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 96.0 $883.0 NEW $9.20 +2.6%
2518 ESS ESSEX PPTY TR INC Real Estate 3.0 $875.0 NEW $291.67 -3.0%
2519 CORZ CORE SCIENTIFIC INC NEW Technology 36.0 $870.0 NEW $24.17 -16.7%
2520 KNTK KINETIK HOLDINGS INC Energy 20.0 $870.0 NEW $43.50 +21.8%
Page 126 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%