Moisand Fitzgerald Tamayo, LLC
Filing Date
Global Rank
#7,169
/ 8,603
▲ 113
· as of Mar 2026
Top Industry
Semiconductors
10.1%
3Y Alpha vs SPY
-1.8%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.6%
SPY
+76.5%
Annualised alpha
-1.8%
Max drawdown
−17.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
339 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
−0.5 pts
Top 5
30.8%
−0.7 pts
Top 10
44.6%
−0.3 pts
HHI
290
Diversified−13
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.6% | $12,569,265 |
| Industrials | 13.9% | $5,215,568 |
| Financial Services | 11.2% | $4,184,785 |
| Consumer Cyclical | 8.9% | $3,349,433 |
| Healthcare | 6.5% | $2,435,785 |
| Unclassified | 6.3% | $2,343,097 |
| Consumer Defensive | 4.5% | $1,692,952 |
| Communication Services | 4.5% | $1,676,713 |
| Energy | 3.7% | $1,383,334 |
| Utilities | 3.3% | $1,245,261 |
| Basic Materials | 2.8% | $1,032,402 |
| Real Estate | 0.8% | $299,895 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +1,981 | 10,829 | $171,423 | |
| NVDA | Nvidia Corp | +555 | 15,197 | $2,650,356 | |
| T | At&T Inc. | +466 | 10,274 | $297,843 | |
| FITB | Fifth Third Bancorp | +268 | 377 | $17,515 | |
| AAPL | Apple Inc. | +137 | 13,379 | $3,395,456 | |
| GEV | GE Vernova Inc. | +121 | 185 | $161,486 | |
| BAC | Bank Of America Corp /De/ | +101 | 1,530 | $74,587 | |
| LMT | Lockheed Martin Corp | +58 | 153 | $92,471 | |
| WBD | Warner Bros. Discovery, Inc. | +38 | 2,483 | $68,183 | |
| GOOGL | Alphabet Inc. | +24 | 626 | $180,012 | |
| PLTR | Palantir Technologies Inc. | +18 | 335 | $49,003 | |
| SCCO | Southern Copper Corp/ | +14 | 1,765 | $300,679 | |
| SF | Stifel Financial Corp | +12 | 37 | $2,735 | |
| META | Meta Platforms, Inc. | +10 | 442 | $252,881 | |
| LUV | Southwest Airlines Co | +7 | 520 | $19,536 | |
| MSFT | Microsoft Corp | +6 | 4,970 | $1,839,744 | |
| BITB | Bitwise Bitcoin ETF | +4 | 7,089 | $260,946 | |
| PEP | Pepsico Inc | +2 | 401 | $62,271 | |
| F | Ford Motor Co | +1 | 452 | $5,216 | |
| LLY | ELI LILLY & Co | +1 | 289 | $265,813 | |
| NKE | NIKE, Inc. | +1 | 139 | $7,341 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TFC | Truist Financial Corp | −1,505 | 12,491 | $574,211 | |
| GNL | Global Net Lease, Inc. | −1,336 | 1,853 | $17,344 | |
| DIS | Walt Disney Co | −1,022 | 4,956 | $477,659 | |
| IBIT | iShares Bitcoin Trust ETF | −485 | 371 | $14,253 | |
| ORCL | Oracle Corp | −258 | 3,345 | $492,082 | |
| RKT | Rocket Companies, Inc. | −200 | 200 | $2,850 | |
| PYPL | PayPal Holdings, Inc. | −200 | 322 | $14,564 | |
| SMCI | Super Micro Computer, Inc. | −160 | 250 | $5,692 | |
| DE | Deere & Co | −154 | 1,673 | $942,400 | |
| BRK-B | Berkshire Hathaway Inc | −131 | 1,681 | $805,535 | |
| AMZN | Amazon Com Inc | −121 | 1,088 | $226,597 | |
| JNJ | Johnson & Johnson | −86 | 4,537 | $1,109,024 | |
| ETHV | VanEck Ethereum ETF | −58 | 734 | $22,497 | |
| AXP | American Express Co | −50 | 2,388 | $722,322 | |
| HD | Home Depot, Inc. | −25 | 1,209 | $397,628 | |
| SPY | Spdr S&P 500 ETF Trust | −22 | 2,293 | $1,491,229 | |
| DD | DuPont de Nemours, Inc. | −20 | 468 | $64,303 | |
| ABBV | AbbVie Inc. | −20 | 294 | $63,942 | |
| CTVA | Corteva, Inc. | −15 | 43 | $3,599 | |
| BWMN | Bowman Consulting Group Ltd. | −6 | 190 | $5,403 | |
| DOW | Dow Inc. | −6 | 14 | $583 | |
| Q | Qnity Electronics, Inc. | −5 | 297 | $34,267 | |
| COP | Conocophillips | −2 | 2,016 | $266,112 | |
| FIX | Comfort Systems USA Inc | −1 | 1 | $1,378 | |
| V | Visa Inc. | −1 | 128 | $38,686 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CBRE | Cbre Group, Inc. | 1,229 | $166,480 | |
| ETHB | iShares Staked Ethereum Trust ETF | 899 | $24,246 | |
| HBAN | Huntington Bancshares Inc /Md/ | 482 | $7,543 | |
| MSIF | Msc Income Fund, Inc. | 538 | $6,552 | |
| DOC | Healthpeak Properties, Inc. | 300 | $4,929 | |
| XRPZ | Franklin XRP Trust | 239 | $3,487 | |
| WAT | Waters Corp /De/ | 10 | $2,978 | |
| INTC | Intel Corp | 50 | $2,206 | |
| ASML | Asml Holding NV | 1 | $1,320 | |
| ON | On Semiconductor Corp | 16 | $990 | |
| VSNT | Versant Media Group, Inc. | 26 | $962 | |
| MRAM | Everspin Technologies Inc. | 98 | $861 | |
| LRHC | La Rosa Holdings Corp. | 5 | $29 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 219 | $17,776 | |
| ETH | Grayscale Ethereum Staking Mini ETF | 501 | $14,058 | |
| ADBE | Adobe Inc. | 32 | $11,199 | |
| MU | Micron Technology Inc | 35 | $9,989 | |
| AMT | American Tower Corp /Ma/ | 50 | $8,778 | |
| MRVL | Marvell Technology, Inc. | 70 | $5,948 | |
| REXR | Rexford Industrial Realty, Inc. | 9 | $348 | |
| NSA | National Storage Affiliates Trust | 12 | $338 | |
| No positions match the current search. | ||||
339 positions ·
$37,428,490 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 339 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,379 | $3,395,456 | 9.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,197 | $2,650,356 | 7.08% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 9,111 | $1,946,656 | 5.20% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,970 | $1,839,744 | 4.92% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 4,955 | $1,710,218 | 4.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,293 | $1,491,229 | 3.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,537 | $1,109,024 | 2.96% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,673 | $942,400 | 2.52% | |
| WWD |
Woodward, Inc.
Industrials
|
Held | 2,286 | $818,205 | 2.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,681 | $805,535 | 2.15% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 2,388 | $722,322 | 1.93% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Held | 2,103 | $639,480 | 1.71% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 2,572 | $635,489 | 1.70% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 8,033 | $610,909 | 1.63% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 12,491 | $574,211 | 1.53% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 4,893 | $566,462 | 1.51% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 3,170 | $506,249 | 1.35% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,607 | $506,122 | 1.35% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,345 | $492,082 | 1.31% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 4,590 | $482,500 | 1.29% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 4,956 | $477,659 | 1.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,751 | $466,174 | 1.25% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 675 | $460,512 | 1.23% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,708 | $437,279 | 1.17% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 1,537 | $422,951 | 1.13% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,209 | $397,628 | 1.06% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
Held | 5,000 | $375,450 | 1.00% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 1,765 | $300,679 | 0.80% | |
| T |
At&T Inc.
Communication Services
|
Added | 10,274 | $297,843 | 0.80% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,326 | $275,927 | 0.74% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 3,046 | $272,891 | 0.73% | |
| JBL |
Jabil Inc
Technology
|
Held | 1,023 | $271,739 | 0.73% | |
| COP |
Conocophillips
Energy
|
Reduced | 2,016 | $266,112 | 0.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 289 | $265,813 | 0.71% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 7,089 | $260,946 | 0.70% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 549 | $254,291 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 442 | $252,881 | 0.68% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 764 | $237,443 | 0.63% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,766 | $227,425 | 0.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,088 | $226,597 | 0.61% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 7,751 | $217,648 | 0.58% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 1,312 | $210,339 | 0.56% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,007 | $208,348 | 0.56% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Held | 2,174 | $201,138 | 0.54% | |
| ACN |
Accenture plc
Technology
|
Held | 975 | $193,332 | 0.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 626 | $180,012 | 0.48% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 3,537 | $177,557 | 0.47% | |
| ETHA |
iShares Ethereum Trust ETF
|
Added | 10,829 | $171,423 | 0.46% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
NEW | 1,229 | $166,480 | 0.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 185 | $161,486 | 0.43% |