Moisand Fitzgerald Tamayo, LLC

13F filer · CIK 0001649107

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions36821 new · 7 closed

Net flow last quarter+$785KBuys minus sells

Top 10 positions weight3.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026368 positions
DFAXGulf Resources, Inc.	$10.7M	1.05%	Not reported	-0.8%	Q3 2021
LRCXLam Research Corp	$3.95M	0.39%	0.00%	Not reported	Q3 2022
AAPLApple Inc.	$3.45M	0.34%	0.00%	-8.8%	Q4 2015
NVDANvidia Corp	$3.02M	0.29%	0.00%	0.0%	Q2 2019
SPMDSupermedia Inc.	$2.64M	0.26%	Not reported	-2.0%	Q1 2018
BSVNBank7 Corp.	$2.12M	0.21%	0.29%	+1.3%	Q4 2015
MSFTMicrosoft Corp	$1.9M	0.19%	0.00%	+2.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$1.71M	0.17%	Not reported	Not reported	Q4 2015
LHXL3harris Technologies, Inc.	$1.44M	0.14%	0.00%	Not reported	Q3 2019
XOMExxonMobil Holdings Corp	$1.17M	0.11%	0.00%	+0.9%	Q4 2015
JNJJohnson & Johnson	$1.14M	0.11%	0.00%	-1.2%	Q4 2015
DEDeere & Co	$1.06M	0.10%	0.00%	Not reported	Q4 2015
WWDWoodward, Inc.	$973K	0.09%	0.00%	Not reported	Q1 2025
USRTEnigma-Bulwark, Ltd.	$970K	0.09%	Not reported	-0.9%	Q1 2019
BRK.BBerkshire Hathaway Inc	$841K	0.08%	Not reported	Not reported	Q4 2015
AXPAmerican Express Co	$824K	0.08%	0.00%	+2.1%	Q1 2018
TXNTexas Instruments Inc	$758K	0.07%	0.00%	-2.4%	Q1 2018
HLTHilton Worldwide Holdings Inc.	$695K	0.07%	0.00%	Not reported	Q1 2018
TSLATesla, Inc.	$674K	0.07%	0.00%	+355.1%	Q1 2018
KOCoca Cola Co	$666K	0.07%	0.00%	+2.0%	Q4 2015
VLOValero Energy Corp	$656K	0.06%	0.00%	-2.0%	Q2 2022
TFCTruist Financial Corp	$591K	0.06%	0.00%	-5.0%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$574K	0.06%	Not reported	+0.1%	Q4 2015
AVIVAviv REIT, Inc.	$572K	0.06%	0.02%	-9.3%	Q4 2023
WECWec Energy Group, Inc.	$571K	0.06%	0.00%	Not reported	Q1 2018
ORCLOracle Corp	$533K	0.05%	0.00%	+8.8%	Q4 2015
CRHCRH Public Ltd Co	$491K	0.05%	0.00%	Not reported	Q2 2025
RCLRoyal Caribbean Cruises Ltd	$488K	0.05%	0.00%	Not reported	Q4 2015
TJXTJX Companies Inc	$468K	0.05%	0.00%	-2.6%	Q2 2022
DISWalt Disney Co	$465K	0.05%	0.00%	-2.5%	Q4 2015
PANWPalo Alto Networks Inc	$447K	0.04%	0.00%	Not reported	Q1 2018
HDHome Depot, Inc.	$428K	0.04%	0.00%	+0.3%	Q4 2015
NEENextera Energy Inc	$426K	0.04%	0.00%	+3.0%	Q4 2015
WMTWalmart Inc.	$425K	0.04%	0.00%	Not reported	Q4 2015
IONSIonis Pharmaceuticals Inc	$396K	0.04%	0.00%	Not reported	Q1 2025
JBLJabil Inc	$394K	0.04%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$346K	0.03%	0.00%	Not reported	Q4 2015
NOCNorthrop Grumman Corp	$344K	0.03%	0.00%	Not reported	Q1 2018
PNCPNC Financial Services Group, Inc.	$326K	0.03%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$317K	0.03%	0.00%	-2.9%	Q2 2021
SBUXStarbucks Corp	$311K	0.03%	0.00%	Not reported	Q2 2020
SCCOSouthern Copper Corp/	$311K	0.03%	0.00%	0.0%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$309K	0.03%	Not reported	+140.8%	Q2 2018
GOOGAlphabet Inc.	$307K	0.03%	Not reported	+4.5%	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$287K	0.03%	Not reported	Not reported	Q4 2015
AMDAdvanced Micro Devices Inc	$276K	0.03%	0.00%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$254K	0.02%	Not reported	+2.0%	Q1 2018
AMZNAmazon Com Inc	$248K	0.02%	0.00%	-4.2%	Q1 2018
GOOGLAlphabet Inc.	$235K	0.02%	0.00%	+5.1%	Q1 2018
BITBBitwise Bitcoin ETF	$226K	0.02%	0.01%	0.0%	Q1 2024

Q1 2026Reported Apr 14, 2026352 positions
DFAXGulf Resources, Inc.	$9.97M	1.07%	Not reported	-2.3%	Q3 2021
AAPLApple Inc.	$3.32M	0.36%	0.00%	+0.3%	Q4 2015
NVDANvidia Corp	$2.63M	0.28%	0.00%	+3.1%	Q2 2019
SPMDSupermedia Inc.	$2.36M	0.25%	Not reported	-1.0%	Q1 2018
BSVNBank7 Corp.	$2.11M	0.23%	0.28%	-3.0%	Q4 2015
LRCXLam Research Corp	$1.95M	0.21%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$1.84M	0.20%	0.00%	+0.1%	Q4 2015
LHXL3harris Technologies, Inc.	$1.71M	0.18%	0.00%	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$1.49M	0.16%	Not reported	-1.0%	Q4 2015
XOMExxonMobil Holdings Corp	$1.44M	0.15%	0.00%	0.0%	Q4 2015
JNJJohnson & Johnson	$1.11M	0.12%	0.00%	-1.9%	Q4 2015
DEDeere & Co	$942K	0.10%	0.00%	-8.4%	Q4 2015
USRTEnigma-Bulwark, Ltd.	$872K	0.09%	Not reported	-1.8%	Q1 2019
WWDWoodward, Inc.	$818K	0.09%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$806K	0.09%	Not reported	-7.2%	Q4 2015
AXPAmerican Express Co	$722K	0.08%	0.00%	-2.1%	Q1 2018
HLTHilton Worldwide Holdings Inc.	$639K	0.07%	0.00%	Not reported	Q1 2018
VLOValero Energy Corp	$636K	0.07%	0.00%	Not reported	Q2 2022
KOCoca Cola Co	$611K	0.07%	0.00%	Not reported	Q4 2015
AVIVAviv REIT, Inc.	$609K	0.07%	0.02%	-7.8%	Q4 2023
TFCTruist Financial Corp	$574K	0.06%	0.00%	-10.8%	Q4 2019
WECWec Energy Group, Inc.	$566K	0.06%	0.00%	Not reported	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$547K	0.06%	Not reported	Not reported	Q4 2015
TJXTJX Companies Inc	$506K	0.05%	0.00%	Not reported	Q2 2022
TXNTexas Instruments Inc	$506K	0.05%	0.00%	Not reported	Q1 2018
ORCLOracle Corp	$492K	0.05%	0.00%	-7.2%	Q4 2015
CRHCRH Public Ltd Co	$483K	0.05%	0.00%	Not reported	Q2 2025
DISWalt Disney Co	$478K	0.05%	0.00%	-15.7%	Q4 2015
WMTWalmart Inc.	$466K	0.05%	0.00%	Not reported	Q4 2015
NOCNorthrop Grumman Corp	$461K	0.05%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$437K	0.05%	0.00%	Not reported	Q4 2015
RCLRoyal Caribbean Cruises Ltd	$423K	0.05%	0.00%	Not reported	Q4 2015
HDHome Depot, Inc.	$398K	0.04%	0.00%	-2.0%	Q4 2015
IONSIonis Pharmaceuticals Inc	$375K	0.04%	0.00%	Not reported	Q1 2025
SCCOSouthern Copper Corp/	$304K	0.03%	0.00%	0.0%	Q1 2022
TAt&T Inc.	$298K	0.03%	0.00%	+4.8%	Q4 2015
PNCPNC Financial Services Group, Inc.	$276K	0.03%	0.00%	Not reported	Q4 2015
SBUXStarbucks Corp	$273K	0.03%	0.00%	Not reported	Q2 2020
JBLJabil Inc	$272K	0.03%	0.00%	Not reported	Q1 2022
COPConocophillips	$266K	0.03%	0.00%	-0.1%	Q3 2020
LLYELI LILLY & Co	$265K	0.03%	0.00%	+0.4%	Q4 2015
BITBBitwise Bitcoin ETF	$261K	0.03%	0.01%	+0.1%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$254K	0.03%	Not reported	Not reported	Q4 2015
METAMeta Platforms, Inc.	$253K	0.03%	Not reported	+2.3%	Q1 2018
GOOGAlphabet Inc.	$239K	0.03%	Not reported	-0.1%	Q1 2018
MCDMcdonalds Corp	$237K	0.03%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$227K	0.02%	0.00%	Not reported	Q2 2021
AMZNAmazon Com Inc	$227K	0.02%	0.00%	-10.0%	Q1 2018
PFEPfizer Inc	$218K	0.02%	0.00%	Not reported	Q4 2015
PANWPalo Alto Networks Inc	$210K	0.02%	0.00%	Not reported	Q1 2018

Q4 2025Reported Jan 14, 2026350 positions
DFAXGulf Resources, Inc.	$9.84M	1.11%	Not reported	Not reported	Q3 2021
AAPLApple Inc.	$3.55M	0.40%	0.00%	Not reported	Q4 2015
NVDANvidia Corp	$2.73M	0.31%	0.00%	Not reported	Q2 2019
MSFTMicrosoft Corp	$2.4M	0.27%	0.00%	Not reported	Q4 2015
SPMDSupermedia Inc.	$2.33M	0.26%	Not reported	Not reported	Q1 2018
BSVNBank7 Corp.	$2.19M	0.25%	0.29%	Not reported	Q4 2015
SPYSPDR S&P 500 ETF Trust	$1.58M	0.18%	Not reported	Not reported	Q4 2015
LRCXLam Research Corp	$1.56M	0.18%	0.00%	Not reported	Q3 2022
LHXL3harris Technologies, Inc.	$1.45M	0.16%	0.00%	Not reported	Q3 2019
XOMExxonMobil Holdings Corp	$1.02M	0.12%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$957K	0.11%	0.00%	Not reported	Q4 2015
BRK.BBerkshire Hathaway Inc	$911K	0.10%	Not reported	Not reported	Q4 2015
AXPAmerican Express Co	$902K	0.10%	0.00%	Not reported	Q1 2018
USRTEnigma-Bulwark, Ltd.	$855K	0.10%	Not reported	Not reported	Q1 2019
DEDeere & Co	$851K	0.10%	0.00%	Not reported	Q4 2015
ORCLOracle Corp	$702K	0.08%	0.00%	Not reported	Q4 2015
WWDWoodward, Inc.	$691K	0.08%	0.00%	Not reported	Q1 2025
TFCTruist Financial Corp	$689K	0.08%	0.00%	Not reported	Q4 2019
DISWalt Disney Co	$669K	0.08%	0.00%	Not reported	Q4 2015
AVIVAviv REIT, Inc.	$628K	0.07%	0.02%	Not reported	Q4 2023
HLTHilton Worldwide Holdings Inc.	$604K	0.07%	0.00%	Not reported	Q1 2018
CRHCRH Public Ltd Co	$573K	0.06%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$562K	0.06%	0.00%	Not reported	Q4 2015
SCZNXG NextGen Infrastructure Income Fund	$541K	0.06%	Not reported	Not reported	Q4 2015
WECWec Energy Group, Inc.	$516K	0.06%	0.00%	Not reported	Q1 2018
TJXTJX Companies Inc	$487K	0.05%	0.00%	Not reported	Q2 2022
TXNTexas Instruments Inc	$452K	0.05%	0.00%	Not reported	Q1 2018
RCLRoyal Caribbean Cruises Ltd	$429K	0.05%	0.00%	Not reported	Q4 2015
HDHome Depot, Inc.	$425K	0.05%	0.00%	Not reported	Q4 2015
VLOValero Energy Corp	$419K	0.05%	0.00%	Not reported	Q2 2022
WMTWalmart Inc.	$418K	0.05%	0.00%	Not reported	Q4 2015
IONSIonis Pharmaceuticals Inc	$396K	0.04%	0.00%	Not reported	Q1 2025
NOCNorthrop Grumman Corp	$385K	0.04%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$378K	0.04%	0.00%	Not reported	Q4 2015
BITBBitwise Bitcoin ETF	$337K	0.04%	0.01%	Not reported	Q1 2024
LLYELI LILLY & Co	$310K	0.04%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$302K	0.03%	0.00%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$285K	0.03%	Not reported	Not reported	Q1 2018
AMZNAmazon Com Inc	$279K	0.03%	0.00%	Not reported	Q1 2018
PNCPNC Financial Services Group, Inc.	$277K	0.03%	0.00%	Not reported	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$264K	0.03%	Not reported	Not reported	Q4 2015
ACNAccenture plc	$262K	0.03%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$261K	0.03%	Not reported	Not reported	Q1 2018
SBUXStarbucks Corp	$257K	0.03%	0.00%	Not reported	Q2 2020
SCCOSouthern Copper Corp/	$251K	0.03%	0.00%	Not reported	Q1 2022
TAt&T Inc.	$244K	0.03%	0.00%	Not reported	Q4 2015
PANWPalo Alto Networks Inc	$242K	0.03%	0.00%	Not reported	Q1 2018
MCDMcdonalds Corp	$234K	0.03%	0.00%	Not reported	Q4 2015
JBLJabil Inc	$233K	0.03%	0.00%	Not reported	Q1 2022
SSBSouthState Bank Corp	$205K	0.02%	0.00%	Not reported	Q2 2020

Q2 2025Reported Jul 16, 2025415 positions
DFAXGulf Resources, Inc.	$9M	1.14%	Not reported	-1.6%	Q3 2021
BSVNBank7 Corp.	$2.75M	0.35%	0.37%	-89.2%	Q4 2015
AAPLApple Inc.	$2.72M	0.34%	0.00%	-0.5%	Q4 2015
MSFTMicrosoft Corp	$2.49M	0.32%	0.00%	+1.0%	Q4 2015
NVDANvidia Corp	$2.48M	0.31%	0.00%	-0.8%	Q2 2019
SPMDSupermedia Inc.	$2.25M	0.28%	Not reported	-3.1%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$1.44M	0.18%	Not reported	Not reported	Q4 2015
LHXL3harris Technologies, Inc.	$1.23M	0.16%	0.00%	+2.1%	Q3 2019
DEDeere & Co	$953K	0.12%	0.00%	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$898K	0.11%	0.00%	Not reported	Q4 2015
LRCXLam Research Corp	$887K	0.11%	0.00%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$883K	0.11%	Not reported	Not reported	Q4 2015
USRTEnigma-Bulwark, Ltd.	$863K	0.11%	Not reported	-0.3%	Q1 2019
DISWalt Disney Co	$851K	0.11%	0.00%	-5.0%	Q4 2015
ORCLOracle Corp	$813K	0.10%	0.00%	Not reported	Q4 2015
AXPAmerican Express Co	$749K	0.09%	0.00%	+0.4%	Q1 2018
JNJJohnson & Johnson	$736K	0.09%	0.00%	-2.3%	Q4 2015
AVIVAviv REIT, Inc.	$635K	0.08%	0.02%	-10.7%	Q4 2023
TFCTruist Financial Corp	$632K	0.08%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$572K	0.07%	0.00%	Not reported	Q4 2015
WWDWoodward, Inc.	$560K	0.07%	0.00%	Not reported	Q1 2025
TXNTexas Instruments Inc	$541K	0.07%	0.00%	Not reported	Q1 2018
WECWec Energy Group, Inc.	$524K	0.07%	0.00%	Not reported	Q1 2018
HLTHilton Worldwide Holdings Inc.	$519K	0.07%	0.00%	Not reported	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$507K	0.06%	Not reported	-3.6%	Q4 2015
RCLRoyal Caribbean Cruises Ltd	$481K	0.06%	0.00%	Not reported	Q4 2015
HDHome Depot, Inc.	$466K	0.06%	0.00%	Not reported	Q4 2015
CRHCRH Public Ltd Co	$421K	0.05%	0.00%	New	Q2 2025
TJXTJX Companies Inc	$391K	0.05%	0.00%	Not reported	Q2 2022
VLOValero Energy Corp	$369K	0.05%	0.00%	Not reported	Q2 2022
WMTWalmart Inc.	$354K	0.04%	0.00%	Not reported	Q4 2015
BITBBitwise Bitcoin ETF	$351K	0.04%	0.01%	+2.8%	Q1 2024
NOCNorthrop Grumman Corp	$342K	0.04%	0.00%	Not reported	Q1 2018
MMM3m Co	$335K	0.04%	0.00%	Not reported	Q1 2019
NEENextera Energy Inc	$328K	0.04%	0.00%	Not reported	Q4 2015
QCOMQualcomm Inc	$298K	0.04%	0.00%	+0.5%	Q2 2021
ACNAccenture plc	$291K	0.04%	0.00%	Not reported	Q4 2020
TAt&T Inc.	$284K	0.04%	0.00%	Not reported	Q4 2015
SBUXStarbucks Corp	$279K	0.04%	0.00%	Not reported	Q2 2020
QQQInvesco QQQ Trust, Series 1	$277K	0.03%	Not reported	Not reported	Q2 2018
METAMeta Platforms, Inc.	$274K	0.03%	Not reported	+14.5%	Q1 2018
PANWPalo Alto Networks Inc	$269K	0.03%	0.00%	Not reported	Q1 2018
PNCPNC Financial Services Group, Inc.	$247K	0.03%	0.00%	Not reported	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$242K	0.03%	Not reported	Not reported	Q4 2015
GISGeneral Mills Inc	$231K	0.03%	0.00%	Not reported	Q4 2015
MCDMcdonalds Corp	$223K	0.03%	0.00%	Not reported	Q4 2015
JBLJabil Inc	$223K	0.03%	0.00%	Not reported	Q1 2022
SSBSouthState Bank Corp	$213K	0.03%	0.00%	Not reported	Q2 2020
AMZNAmazon Com Inc	$211K	0.03%	0.00%	-2.0%	Q1 2018
IONSIonis Pharmaceuticals Inc	$198K	0.02%	0.00%	Not reported	Q1 2025

Premium opens every quarter this fund has filed