Fund Holdings

D'Orazio & Associates, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD MUN BD FDS11,36549,951+38,586858,8543,753,8180.49%+2,894,964
VANGUARD MALVERN FDS205,899244,642+38,74316,038,49618,930,3652.45%+2,891,869
NVIDIA CORPORATION(NVDA)47,40865,648+18,2408,841,65411,449,0691.48%+2,607,415
AMERICAN CENTY ETF TR134,229140,351+6,12212,613,47314,015,4441.82%+1,401,971
VANGUARD TAX-MANAGED FDS571,381572,859+1,47835,694,19036,708,8184.75%+1,014,628
TTM TECHNOLOGIES INC(TTMI)45,03841,854-3,1843,107,6174,077,4090.53%+969,792
AMERICAN CENTY ETF TR84,92692,881+7,9556,541,0277,484,3190.97%+943,292
INVESCO EXCH TRADED FD TR II266,107283,681+17,57414,787,56215,557,0862.01%+769,524
EXXON MOBIL CORP12,25513,041+7861,474,7252,212,5880.29%+737,863
ISHARES TR6321,557+925433,1461,017,3340.13%+584,188
VANGUARD MALVERN FDS5,26015,325+10,065271,311781,6380.10%+510,327
AMERICAN CENTY ETF TR05,304+5,3040449,9990.06%+449,999
WESTERN DIGITAL CORP(WDC)01,574+1,5740425,7520.06%+425,752
BRISTOL-MYERS SQUIBB CO(BMY)06,768+6,7680410,4780.05%+410,478
VERIZON COMMUNICATIONS INC(VZ)14,26619,460+5,194581,043976,8780.13%+395,835
J P MORGAN EXCHANGE TRADED F
INCOME ETF
933,629946,406+12,77743,217,67443,600,9475.65%+383,273
CORTEVA INC(CTVA)04,475+4,4750374,6030.05%+374,603
JOHNSON & JOHNSON(JNJ)9,9019,900-12,049,0172,419,9880.31%+370,971
NUVEEN VA QUALITY MUN INCOM032,119+32,1190363,9090.05%+363,909
COSTCO WHOLESALE CORPORATION(COST)1,4141,561+1471,219,6941,555,8990.20%+336,205
SPDR GOLD TR(GLD)7,8417,983+1423,107,4673,435,1690.44%+327,702
BIOGEN INC(BIIB)01,777+1,7770325,7780.04%+325,778
DOMINION ENERGY INC(D)05,110+5,1100315,8720.04%+315,872
NETFLIX INC.(NFLX)12,24915,018+2,7691,148,4671,444,0160.19%+295,549
TIM S A(TIMB)010,817+10,8170286,5430.04%+286,543
CHEVRON CORPORATION(CVX)4,8804,907+27743,7291,015,2150.13%+271,486
UBIQUITI INC(UI)0330+3300260,4050.03%+260,405
CHINA YUCHAI INTL LTD(CYD)06,709+6,7090258,2970.03%+258,297
CONOCOPHILLIPS(COP)01,915+1,9150252,7800.03%+252,780
BP PLC(BP)05,345+5,3450251,2150.03%+251,215
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,7471,861+114481,002728,9350.09%+247,933
NEXSTAR MEDIA GROUP INC(NXST)01,368+1,3680247,3760.03%+247,376
ALTRIA GROUP INC(MO)16,69418,269+1,575962,5531,205,5440.16%+242,991
C H ROBINSON WORLDWIDE IN(CHRW)01,418+1,4180235,4360.03%+235,436
INVESCO EXCH TRADED FD TR II02,011+2,0110225,4540.03%+225,454
QUANTA SVCS INC0405+4050222,3740.03%+222,374
WEC ENERGY GROUP INC(WEC)01,914+1,9140221,5840.03%+221,584
WORLD GOLD TR(GLDM)02,290+2,2900212,2610.03%+212,261
GRAHAM CORP(GHM)02,672+2,6720210,8750.03%+210,875
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
06,985+6,9850210,5980.03%+210,598
CUMMINS INC(CMI)0385+3850207,1380.03%+207,138
VANECK ETF TRUST
SEMICONDUCTR ETF
0537+5370205,8860.03%+205,886
TENARIS S A(TS)03,499+3,4990203,5720.03%+203,572
PROLOGIS INC.(PLD)01,537+1,5370203,1610.03%+203,161
FLEXTRONICS INTL LTD(FLEX)03,093+3,0930202,4680.03%+202,468
FRESENIUS MEDICAL CARE AG(FMS)08,905+8,9050200,8970.03%+200,897
COMFORT SYS USA INC(FIX)460456-4429,118628,5390.08%+199,421
VALE S A62,50363,652+1,149814,4151,012,7040.13%+198,289
GE VERNOVA INC(GEV)508591+83332,196516,1320.07%+183,936
BROADCOM INC(AVGO)9,01010,650+1,6403,118,4033,296,3400.43%+177,937
BLACKROCK VA MUN BD TR016,902+16,9020175,1050.02%+175,105
MARATHON PETE CORP(MPC)1,5991,760+161260,046429,7570.06%+169,711
SUNCOR ENERGY INC NEW(SU)7,5497,496-53334,874495,5610.06%+160,687
MICRON TECHNOLOGY INC(MU)2,3782,476+98678,705836,5450.11%+157,840
MAGNA INTL INC(MGA)4,4007,023+2,623234,520391,9540.05%+157,434
AMGEN INC(AMGN)2,9103,141+231952,5251,105,0830.14%+152,558
CATERPILLAR INC(CAT)1,0631,071+8608,685758,4190.10%+149,734
INNOVAGE HLDG CORP(INNV)018,206+18,2060146,0130.02%+146,013
MARRIOTT INTL INC NEW(MAR)8,2688,284+162,565,1222,709,3190.35%+144,197
OCEAN PWR TECHNOLOGIES INC0404,677+404,6770141,6370.02%+141,637
IMPERIAL OIL LTD(IMO)3,0933,122+29266,957408,4210.05%+141,464
SASOL LTD(SSL)010,727+10,7270139,0220.02%+139,022
KLA CORP(KLAC)492500+8597,820736,2050.10%+138,385
HONEYWELL INTL INC(HON)3,5563,670+114693,799829,5990.11%+135,800
LAM RESEARCH CORP(LRCX)1,3731,733+360235,031370,2730.05%+135,242
BOEING CO(BA)9,35510,875+1,5202,031,1582,164,4520.28%+133,294
WALMART INC(WMT)17,52616,781-7451,952,5952,085,5690.27%+132,974
AT&T INC(T)19,67121,400+1,729488,628620,3920.08%+131,764
NEW YORK TIMES CO MTN BE(NYT)6,3776,859+482442,676574,2860.07%+131,610
GILEAD SCIENCES INC(GILD)7,0627,160+98866,790997,8900.13%+131,100
QUAD / GRAPHICS INC16,17634,369+18,193101,424227,1800.03%+125,756
GLOBAL NET LEASE INC(GNL)013,244+13,2440123,9640.02%+123,964
VANGUARD INDEX FDS3,1963,594+398824,348941,3800.12%+117,032
ENERFLEX LTD(EFXT)12,69014,941+2,251195,807312,5660.04%+116,759
MERCK & CO INC(MRK)3,7434,245+502393,989510,6320.07%+116,643
BANCO BRADESCO S A114,496134,000+19,504328,604440,8600.06%+112,256
NEXTERA ENERGY INC(NEE)3,9554,616+661317,508428,7350.06%+111,227
PETROLEO BRASILEIRO S A(PBR)12,49812,444-54148,102258,2130.03%+110,111
EMCOR GROUP INC(EME)853850-3522,133627,9010.08%+105,768
TELEFONICA BRASIL SA(VIV)27,02326,775-248320,493425,9910.06%+105,498
PFIZER INC(PFE)26,51027,146+636660,088762,2730.10%+102,185
DELL TECHNOLOGIES INC(DELL)2,5992,605+6327,163427,5590.06%+100,396
APPLIED MATLS INC812876+64208,666299,3950.04%+90,729
COCA COLA CO(KO)12,06812,253+185843,642931,8060.12%+88,164
PULTE GROUP INC(PHM)3,6554,366+711428,586513,4860.07%+84,900
RTX CORPORATION(RTX)3,3583,609+251615,944696,2620.09%+80,318
AMPCO-PITTSBURG CORP011,103+11,103074,6130.01%+74,613
CENTERRA GOLD INC(CGAU)16,61617,600+984238,772313,1040.04%+74,332
TAPESTRY INC(TPR)2,6832,956+273342,807417,1220.05%+74,315
HUBBELL INC(HUBB)709789+80314,874387,1940.05%+72,320
NOVARTIS AG(NVS)4,1284,187+59569,128639,5650.08%+70,437
JABIL INC(JBL)1,4971,535+38341,346407,7430.05%+66,397
ISHARES SILVER TR(SLV)4,8765,576+700314,112379,9490.05%+65,837
COCA COLA CONS INC(COKE)1,3651,430+65209,255274,1890.04%+64,934
CASEYS GEN STORES INC(CASY)3693690203,950268,5810.03%+64,631
KB FINL GROUP INC(KB)2,6752,952+277230,157294,4030.04%+64,246
AGNICO EAGLE MINES LTD(AEM)1,8641,873+9316,070380,2790.05%+64,209
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,8101,809-1550,041611,3520.08%+61,311
LINDE PLC(LIN)750768+18319,793380,7440.05%+60,951
EXPEDIA GROUP INC(EXPE)9871,475+488279,627340,5630.04%+60,936
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