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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 106 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 QID PROSHARES TR 200.0 $3K NEW $13.55 +5.9%
2102 ROP ROPER TECHNOLOGIES INC Industrials 8.0 $3K NEW $338.38 +21.7%
2103 THO THOR INDS INC Consumer Cyclical 39.0 $3K NEW $69.36 +14.6%
2104 VFC V F CORP Consumer Cyclical 164.0 $3K NEW $16.48 -12.8%
2105 COWZ PACER FDS TR 43.0 $3K NEW $62.81 +14.7%
2106 IPGP IPG PHOTONICS CORP Technology 24.0 $3K NEW $112.46 -34.9%
2107 PHG KONINKLIJKE PHILIPS N V Healthcare 100.0 $3K NEW $26.92 +1.9%
2108 MC MOELIS & CO Financial Services 42.0 $3K NEW $63.88 +6.9%
2109 ZS ZSCALER INC Technology 19.0 $3K NEW $141.11 +28.8%
2110 INSW INTERNATIONAL SEAWAYS INC Energy 37.0 $3K NEW $72.46 +37.3%
2111 MTRN MATERION CORP Basic Materials 9.0 $3K NEW $297.33 -22.0%
2112 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 51.0 $3K NEW $52.18 -13.8%
2113 CRSR CORSAIR GAMING INC Technology 275.0 $3K NEW $9.67 +13.0%
2114 BITO PROSHARES TR 333.0 $3K NEW $7.96 +30.9%
2115 ELPC COMPANHIA PARANAENSE DE ENER Utilities 228.0 $3K NEW $11.60 -5.1%
2116 SLGN SILGAN HLDGS INC Consumer Cyclical 59.0 $3K NEW $44.81 -5.4%
2117 ASH ASHLAND INC Basic Materials 42.0 $3K NEW $62.76 +15.8%
2118 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 101.0 $3K NEW $26.05 -2.2%
2119 INNOVATOR ETFS TRUST 80.0 $3K NEW $32.86
2120 AG FIRST MAJESTIC SILVER CORP Basic Materials 155.0 $3K NEW $16.96 +24.3%
Page 106 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%