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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 79 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 RIO RIO TINTO PLC Basic Materials 87.0 $8K 0.00% NEW $92.76 +12.9%
1562 CAG CONAGRA BRANDS INC Consumer Defensive 602.0 $8K 0.00% NEW $13.35 +25.2%
1563 U UNITY SOFTWARE INC Technology 285.0 $8K 0.00% NEW $28.18 +64.1%
1564 ESGU ISHARES TR 49.0 $8K 0.00% NEW $163.67 +2.4%
1565 ALV AUTOLIV INC Consumer Cyclical 73.0 $8K 0.00% NEW $109.82 +12.1%
1566 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 1,926.0 $8K 0.00% NEW $4.16 +99.6%
1567 AR ANTERO RESOURCES CORP Energy 231.0 $8K 0.00% NEW $34.68 +9.5%
1568 HAS HASBRO INC Consumer Cyclical 99.0 $8K 0.00% NEW $80.92 +16.8%
1569 PDD PDD HOLDINGS INC Consumer Cyclical 107.0 $8K 0.00% NEW $74.85 +16.2%
1570 FDEV FIDELITY COVINGTON TRUST 225.0 $8K 0.00% NEW $35.50 +7.1%
1571 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 92.0 $8K 0.00% NEW $86.70 -35.5%
1572 APIE TRUST FOR PROFESSIONAL MANAG 205.0 $8K 0.00% NEW $38.76 +1.9%
1573 DECK DECKERS OUTDOOR CORP Consumer Cyclical 81.0 $8K 0.00% NEW $98.05 -7.2%
1574 J JACOBS SOLUTIONS INC Industrials 65.0 $8K 0.00% NEW $122.12 +23.8%
1575 CALAMOS ETF TR 400.0 $8K 0.00% NEW $19.77
1576 LOGI LOGITECH INTL S A Technology 88.0 $8K 0.00% NEW $89.75 +8.3%
1577 TYL TYLER TECHNOLOGIES INC Technology 27.0 $8K 0.00% NEW $292.44 +22.0%
1578 RKT ROCKET COS INC Financial Services 502.0 $8K 0.00% NEW $15.66 -11.1%
1579 SPXC SPX TECHNOLOGIES INC Industrials 34.0 $8K 0.00% NEW $230.76 -12.6%
1580 HWC HANCOCK WHITNEY CORPORATION Financial Services 109.0 $8K 0.00% NEW $71.97 +4.2%
Page 79 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 33.2%
Financial Services 30.9%
Industrials 10.1%
Consumer Cyclical 5.9%
Healthcare 5.3%
Communication Services 3.7%
Consumer Defensive 3.3%
Energy 2.9%
Basic Materials 1.7%
Real Estate 1.5%