Dahring | Cusmano LLC Portfolio Holdings by Sector

Dahring | Cusmano LLC

$128 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG FBND HYDB XMHQ FBCG IAU VV FTEC 24 stocks	$69.4 Million 89.14% of portfolio	14	8	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ LLY 3 stocks	$1.89 Million 2.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.17 Million 1.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$697,672 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO TSCO 2 stocks	$638,785 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC DTE 2 stocks	$571,479 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$443,792 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$398,652 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$321,146 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$318,718 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$299,657 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$294,149 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$279,283 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$257,322 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$233,327 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$227,287 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$205,010 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$195,326 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts

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