Moisand Fitzgerald Tamayo, LLC

CIK

1649107

Location

ORLANDO, FL

Portfolio Value

Micro $38,837,738

Diversification

Diversified

Filing Date

Global Rank

#7,137 / 8,586 ▲ 121

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+78.1%

Annualised alpha

-2.5%

Max drawdown

−17.4%

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

340 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.6 pts

Top 5

29.7%

−1.0 pts

Top 10

44.6%

+0.4 pts

HHI

283

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$12,569,265	44
Industrials	13.4%	$5,215,281	51
Financial Services	10.8%	$4,185,405	64
Consumer Cyclical	8.7%	$3,361,558	39
Energy	7.3%	$2,820,014	19
Healthcare	6.3%	$2,435,785	32
Unclassified	6.0%	$2,343,097	10
Consumer Defensive	4.4%	$1,692,952	15
Communication Services	4.3%	$1,676,713	21
Utilities	3.2%	$1,245,261	12
Basic Materials	2.6%	$992,539	14
Real Estate	0.8%	$299,868	19

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
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	$303,685
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
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	$21,434
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
XOM	Exxon Mobil Corp	−3	8,468	$1,436,680
COP	Conocophillips	−2	2,016	$266,112
FIX	Comfort Systems USA Inc	−1	1	$1,378
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
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	$2
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

340 positions · $38,837,738 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 340 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VST	Vistra Corp. Utilities	Held	0	NEW	$0	NEW	0.00%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	0	NEW	$0	NEW	0.00%
LRHC	La Rosa Holdings Corp. Real Estate	NEW	5	NEW	$2	NEW	0.00%
IMPP	Imperial Petroleum Inc./Marshall Islands Energy	Held	2	0	$8	+14.3%	0.00%
ONL	Orion Properties Inc. Real Estate	Held	13	0	$27	−6.9%	0.00%
SPRU	Spruce Power Holding Corp Technology	Held	13	0	$53	−19.7%	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Held	12	0	$83	−10.8%	0.00%
EMBC	Embecta Corp. Healthcare	Held	15	0	$132	−25.8%	0.00%
ABR	Arbor Realty Trust Inc Real Estate	Held	21	0	$161	−0.6%	0.00%
GRAL	GRAIL, Inc. Healthcare	Held	4	0	$206	−39.8%	0.00%
ALL	Allstate Corp Financial Services	Held	1	0	$207	−0.5%	0.00%
KD	Kyndryl Holdings, Inc. Technology	Held	20	0	$262	−50.7%	0.00%
BBBY	Bed Bath & Beyond, Inc.	Held	64	0	$296	−15.2%	0.00%
SLVM	Sylvamo Corp Basic Materials	Held	8	0	$337	−12.5%	0.00%
PRSU	Pursuit Attractions & Hospitality, Inc. Consumer Cyclical	Held	10	0	$366	+8.9%	0.00%
OGN	Organon & Co. Healthcare	Held	62	0	$371	−16.4%	0.00%
SIRI	Sirius Xm Holdings Inc. Communication Services	Held	20	0	$461	+15.2%	0.00%
RUM	Rumble Inc. Communication Services	Held	100	0	$510	−19.3%	0.00%
DOW	Dow Inc. Basic Materials	Reduced	14	-6	$583	+24.8%	0.00%
NAVI	Navient Corp Financial Services	Held	78	0	$638	−37.1%	0.00%
MRAM	Everspin Technologies Inc. Technology	NEW	98	NEW	$861	NEW	0.00%
WU	Western Union CO Financial Services	Held	100	0	$873	−6.2%	0.00%
VSNT	Versant Media Group, Inc. Communication Services	NEW	26	NEW	$962	NEW	0.00%
ON	On Semiconductor Corp Technology	NEW	16	NEW	$990	NEW	0.00%
AUR	Aurora Innovation, Inc. Consumer Cyclical	Held	250	0	$1,030	+7.3%	0.00%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Held	38	0	$1,144	−3.5%	0.00%
BHF	Brighthouse Financial, Inc. Financial Services	Held	20	0	$1,197	−7.6%	0.00%
AENT	Alliance Entertainment Holding Corp Communication Services	Held	200	0	$1,310	−18.9%	0.00%
ASML	Asml Holding NV Technology	NEW	1	NEW	$1,320	NEW	0.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	4	0	$1,351	+11.2%	0.00%
FIX	Comfort Systems USA Inc Industrials	Reduced	1	-1	$1,378	−26.2%	0.00%
IMOS	Chipmos Technologies Inc Technology	Held	39	0	$1,395	+20.8%	0.00%
POOL	Pool Corp Industrials	Held	7	0	$1,416	−11.6%	0.00%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	100	0	$1,505	−23.6%	0.00%
NOK	Nokia Corp Technology	Held	200	0	$1,608	+24.3%	0.00%
INSM	INSMED Inc Healthcare	Held	10	0	$1,635	−6.0%	0.00%
DHI	Horton D R Inc /De/ Consumer Cyclical	Held	12	0	$1,646	−4.7%	0.00%
BEPC	Brookfield Renewable Corp Utilities	Held	43	0	$1,712	+3.9%	0.00%
CTRA	Coterra Energy Inc. Energy	Held	49	0	$1,721	+33.5%	0.00%
AKR	Acadia Realty Trust Real Estate	Held	97	0	$1,854	−6.9%	0.00%
XPO	XPO, Inc. Industrials	Held	10	0	$1,945	+43.1%	0.01%
AIG	American International Group, Inc. Financial Services	Held	27	0	$2,031	−12.0%	0.01%
IQV	Iqvia Holdings Inc. Healthcare	Held	12	0	$2,046	−24.3%	0.01%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	27	0	$2,056	+56.8%	0.01%
SMR	NUSCALE POWER Corp Industrials	Held	200	0	$2,168	−23.5%	0.01%
FSLY	Fastly, Inc. Technology	Held	75	0	$2,179	+185.6%	0.01%
INTC	Intel Corp Technology	NEW	50	NEW	$2,206	NEW	0.01%
ET	Energy Transfer LP Energy	Held	116	0	$2,238	+17.1%	0.01%
TDG	TransDigm Group INC Industrials	Held	2	0	$2,317	−12.9%	0.01%
CAL	Caleres Inc Consumer Cyclical	Held	233	0	$2,455	−13.4%	0.01%