Moisand Fitzgerald Tamayo, LLC

CIK

1649107

Location

ORLANDO, FL

Portfolio Value

Micro $992,539

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

14 positions · $992,539 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRH	Crh Public Ltd Co Basic Materials	Held	4,590	0	$482,500	−15.8%	48.61%
SCCO	Southern Copper Corp/ Basic Materials	Added	1,765	+14	$303,685	+21.9%	30.60%
FUL	Fuller H B Co Basic Materials	Held	1,000	0	$61,680	+3.7%	6.21%
LIN	Linde PLC Basic Materials	Held	117	0	$58,003	+16.3%	5.84%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	437	0	$25,686	+15.7%	2.59%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	468	-20	$21,434	+9.3%	2.16%
SSRM	Ssr Mining Inc. Basic Materials	Held	600	0	$17,640	+34.1%	1.78%
OLN	OLIN Corp Basic Materials	Held	285	0	$8,473	+42.7%	0.85%
STLD	Steel Dynamics Inc Basic Materials	Held	23	0	$4,140	+6.2%	0.42%
CTVA	Corteva, Inc. Basic Materials	Reduced	43	-15	$3,599	−7.4%	0.36%
VMC	Vulcan Materials CO Basic Materials	Held	10	0	$2,723	−4.5%	0.27%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	27	0	$2,056	+56.8%	0.21%
DOW	Dow Inc. Basic Materials	Reduced	14	-6	$583	+24.8%	0.06%
SLVM	Sylvamo Corp Basic Materials	Held	8	0	$337	−12.5%	0.03%