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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 81 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 DXCM DEXCOM INC Healthcare 115.0 $8K 0.00% NEW $65.60 +40.8%
1602 ENSG ENSIGN GROUP INC Healthcare 51.0 $8K 0.00% NEW $147.73 +21.5%
1603 OHI OMEGA HEALTHCARE INVS INC Real Estate 162.0 $8K 0.00% NEW $46.50 +0.2%
1604 OMC OMNICOM GROUP INC Communication Services 108.0 $8K 0.00% NEW $69.46 +26.0%
1605 AOM ISHARES TR 150.0 $7K 0.00% NEW $49.89 -0.2%
1606 DIVD EA SERIES TRUST 175.0 $7K 0.00% NEW $42.54 +7.3%
1607 MIDD MIDDLEBY CORP Industrials 48.0 $7K 0.00% NEW $154.08 -25.1%
1608 GEN GEN DIGITAL INC Technology 299.0 $7K 0.00% NEW $24.73 +17.0%
1609 CNI CANADIAN NATL RY CO Industrials 63.0 $7K 0.00% NEW $117.33 +10.7%
1610 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 220.0 $7K 0.00% NEW $33.57 +11.2%
1611 TSN TYSON FOODS INC Consumer Defensive 131.0 $7K 0.00% NEW $56.38 +3.7%
1612 SSNC SS&C TECH HLDGS Technology 120.0 $7K 0.00% NEW $61.54 +34.8%
1613 HLI HOULIHAN LOKEY INC Financial Services 60.0 $7K 0.00% NEW $123.00 +4.9%
1614 FIVE FIVE BELOW INC Consumer Cyclical 44.0 $7K 0.00% NEW $167.55 +49.4%
1615 VRSK VERISK ANALYTICS INC Industrials 45.0 $7K 0.00% NEW $163.64 +14.6%
1616 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 45.0 $7K 0.00% NEW $163.07 +33.0%
1617 SMCI SUPER MICRO COMPUTER INC Technology 252.0 $7K 0.00% NEW $29.10 +28.0%
1618 CNX CNX RES CORP Energy 219.0 $7K 0.00% NEW $33.47 +8.6%
1619 FOX FOX CORP 159.0 $7K 0.00% NEW $45.96
1620 ISHARES TR 269.0 $7K 0.00% NEW $27.01
Page 81 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%