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 FDS049,951+49,95103,753,8180.49%+3,753,818
VANGUARD MALVERN FDS0244,642+244,642018,930,3652.45%+18,930,365
NVIDIA CORPORATION(NVDA)065,648+65,648011,449,0691.48%+11,449,069
AMERICAN CENTY ETF TR134,229140,351+6,12212,613,47314,015,4441.82%+1,401,971
VANGUARD TAX-MANAGED FDS0572,859+572,859036,708,8184.75%+36,708,818
TTM TECHNOLOGIES INC(TTMI)041,854+41,85404,077,4090.53%+4,077,409
AMERICAN CENTY ETF TR84,92692,881+7,9556,541,0277,484,3190.97%+943,292
INVESCO EXCH TRADED FD TR II0283,681+283,681015,557,0862.01%+15,557,086
EXXON MOBIL CORP(XOM)12,25513,041+7861,474,7252,212,5880.29%+737,863
ISHARES TR01,557+1,55701,017,3340.13%+1,017,334
VANGUARD MALVERN FDS015,325+15,3250781,6380.10%+781,638
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)019,460+19,4600976,8780.13%+976,878
J P MORGAN EXCHANGE TRADED F0946,406+946,406043,600,9475.65%+43,600,947
CORTEVA INC(CTVA)04,475+4,4750374,6030.05%+374,603
JOHNSON & JOHNSON(JNJ)09,900+9,90002,419,9880.31%+2,419,988
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)07,983+7,98303,435,1690.44%+3,435,169
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)015,018+15,01801,444,0160.19%+1,444,016
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 PL01,861+1,8610728,9350.09%+728,935
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 TR06,985+6,9850210,5980.03%+210,598
CUMMINS INC(CMI)0385+3850207,1380.03%+207,138
VANECK ETF TRUST0537+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 A063,652+63,65201,012,7040.13%+1,012,704
GE VERNOVA INC(GEV)0591+5910516,1320.07%+516,132
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)01,760+1,7600429,7570.06%+429,757
SUNCOR ENERGY INC NEW(SU)07,496+7,4960495,5610.06%+495,561
MICRON TECHNOLOGY INC(MU)02,476+2,4760836,5450.11%+836,545
MAGNA INTL INC(MGA)07,023+7,0230391,9540.05%+391,954
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)08,284+8,28402,709,3190.35%+2,709,319
OCEAN PWR TECHNOLOGIES INC0404,677+404,6770141,6370.02%+141,637
IMPERIAL OIL LTD(IMO)03,122+3,1220408,4210.05%+408,421
SASOL LTD(SSL)010,727+10,7270139,0220.02%+139,022
KLA CORP(KLAC)0500+5000736,2050.10%+736,205
HONEYWELL INTL INC(HON)03,670+3,6700829,5990.11%+829,599
LAM RESEARCH CORP(LRCX)01,733+1,7330370,2730.05%+370,273
BOEING CO(BA)9,35510,875+1,5202,031,1582,164,4520.28%+133,294
WALMART INC(WMT)016,781+16,78102,085,5690.27%+2,085,569
AT&T INC(T)19,67121,400+1,729488,628620,3920.08%+131,764
NEW YORK TIMES CO MTN BE(NYT)06,859+6,8590574,2860.07%+574,286
GILEAD SCIENCES INC(GILD)07,160+7,1600997,8900.13%+997,890
QUAD / GRAPHICS INC034,369+34,3690227,1800.03%+227,180
GLOBAL NET LEASE INC(GNL)013,244+13,2440123,9640.02%+123,964
VANGUARD INDEX FDS03,594+3,5940941,3800.12%+941,380
ENERFLEX LTD(EFXT)12,69014,941+2,251195,807312,5660.04%+116,759
MERCK & CO INC(MRK)04,245+4,2450510,6320.07%+510,632
BANCO BRADESCO S A114,496134,000+19,504328,604440,8600.06%+112,256
NEXTERA ENERGY INC(NEE)04,616+4,6160428,7350.06%+428,735
PETROLEO BRASILEIRO S A(PBR)012,444+12,4440258,2130.03%+258,213
EMCOR GROUP INC(EME)853850-3522,133627,9010.08%+105,768
TELEFONICA BRASIL SA(VIV)026,775+26,7750425,9910.06%+425,991
PFIZER INC(PFE)027,146+27,1460762,2730.10%+762,273
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)04,366+4,3660513,4860.07%+513,486
RTX CORPORATION(RTX)03,609+3,6090696,2620.09%+696,262
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)02,956+2,9560417,1220.05%+417,122
HUBBELL INC(HUBB)0789+7890387,1940.05%+387,194
NOVARTIS AG(NVS)04,187+4,1870639,5650.08%+639,565
JABIL INC(JBL)01,535+1,5350407,7430.05%+407,743
ISHARES SILVER TR(SLV)05,576+5,5760379,9490.05%+379,949
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)02,952+2,9520294,4030.04%+294,403
AGNICO EAGLE MINES LTD(AEM)1,8641,873+9316,070380,2790.05%+64,209
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,809+1,8090611,3520.08%+611,352
LINDE PLC(LIN)0768+7680380,7440.05%+380,744
EXPEDIA GROUP INC(EXPE)9871,475+488279,627340,5630.04%+60,936
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