Moisand Fitzgerald Tamayo, LLC

CIK

1649107

City

ORLANDO

State / Country

Stock

Top Portfolio Positions

340 positions · $38,837,738 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	13,379	$3,395,456	8.74%
NVDA	Nvidia Corp Technology	15,197	$2,650,356	6.82%
LRCX	Lam Research Corp Technology	9,111	$1,946,656	5.01%
MSFT	Microsoft Corp Technology	4,970	$1,839,744	4.74%
LHX	L3harris Technologies, Inc. /De/ Industrials	4,955	$1,710,218	4.40%
SPY	Spdr S&P 500 ETF Trust	2,293	$1,491,229	3.84%
XOM	Exxon Mobil Corp Energy	8,468	$1,436,680	3.70%
JNJ	Johnson & Johnson Healthcare	4,537	$1,109,024	2.86%
DE	Deere & Co Industrials	1,673	$942,400	2.43%
WWD	Woodward, Inc. Industrials	2,286	$818,205	2.11%

25 quarters · across all stocks

21 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$84,865	5,914	0.0%	Shares	Sole	2026-04-14
2025-12-31	$83,387	5,914	0.0%	Shares	Sole	2026-01-14
2025-09-30	$85,516	5,914	0.0%	Shares	Sole	2025-10-23
2025-06-30	$83,091	5,914	0.0%	Shares	Sole	2025-07-16
2025-03-31	$84,984	5,914	0.0%	Shares	Sole	2025-04-22
2024-12-31	$89,597	5,914	0.0%	Shares	Sole	2025-02-04
2024-09-30	$89,360	5,914	0.0%	Shares	Sole	2024-10-09
2024-06-30	$85,693	5,914	0.0%	Shares	Sole	2024-07-31
2024-03-31	$85,398	5,914	0.0%	Shares	Sole	2024-04-16
2023-12-31	$87,408	5,914	0.0%	Shares	Sole	2024-01-18
2023-09-30	$78,656	5,914	0.0%	Shares	Sole	2023-10-20
2023-06-30	$85,220	5,914	0.0%	Shares	Sole	2023-07-12
2023-03-31	$84,629	5,914	0.0%	Shares	Sole	2023-05-05
2022-12-31	$82,263	5,914	0.0%	Shares	Sole	2023-01-23
2022-09-30	$77,118	5,914	0.0%	Shares	Sole	2022-10-26
2022-06-30	$80,962	5,914	0.0%	Shares	Sole	2022-08-01
2021-12-31	$94,505	5,914	+256.9%	Shares	Sole	2022-02-03
2020-12-31	$29,494	1,657	0.0%	Shares	Sole	2021-02-02
2020-09-30	$27,655	1,657	0.0%	Shares	Sole	2020-11-02
2020-06-30	$25,981	1,657	0.0%	Shares	Sole	2020-08-07
2020-03-31	$24,805	1,657	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.