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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 74 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 JHG JANUS HENDERSON GROUP PLC Financial Services 193.0 $10K 0.00% NEW $51.41 +1.0%
1462 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 140.0 $10K 0.00% NEW $70.71 +2.5%
1463 IEZ ISHARES TR 367.0 $10K 0.00% NEW $26.96 +7.8%
1464 VEGI ISHARES INC 226.0 $10K 0.00% NEW $43.73 +6.7%
1465 IMO IMPERIAL OIL LTD Energy 91.0 $10K 0.00% NEW $108.32 +25.8%
1466 WBS WEBSTER FINL CORP Financial Services 132.0 $10K 0.00% NEW $74.67 +3.9%
1467 ENS ENERSYS Industrials 43.0 $10K 0.00% NEW $228.63 -18.2%
1468 VMI VALMONT INDS INC Industrials 18.0 $10K 0.00% NEW $545.50 -12.1%
1469 AYI ACUITY INC Industrials 26.0 $10K 0.00% NEW $376.65 -10.5%
1470 CALAMOS ETF TR 500.0 $10K 0.00% NEW $19.56
1471 R RYDER SYS INC Industrials 40.0 $10K 0.00% NEW $244.03 +0.5%
1472 WEX WEX INC Technology 73.0 $10K 0.00% NEW $133.36 +51.9%
1473 THC TENET HEALTHCARE CORP Healthcare 56.0 $10K 0.00% NEW $173.68 +60.0%
1474 EIS ISHARES INC 80.0 $10K 0.00% NEW $121.47 +0.5%
1475 BHF BRIGHTHOUSE FINL INC Financial Services 156.0 $10K 0.00% NEW $62.08 -16.6%
1476 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 115.0 $10K 0.00% NEW $83.43 +19.3%
1477 FICO FAIR ISAAC CORP Technology 8.0 $10K 0.00% NEW $1194.88 -2.9%
1478 SF STIFEL FINL CORP Financial Services 140.0 $10K 0.00% NEW $68.28 +18.7%
1479 ZTEN RBB FD INC 189.0 $10K 0.00% NEW $50.52 -2.0%
1480 KGC KINROSS GOLD CORP Basic Materials 404.0 $10K 0.00% NEW $23.56 +38.6%
Page 74 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%