CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

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CIK 1710477

13F portfolio (2026-Q1)

$1.4B

Positions

178

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

178

Top 5

21.5%

Top 10

31.1%

Effective N

55.6

HHI

0.018

This quarter

4 new · 0 exit →

By sector

Unclassified40.4%

Financials10.2%

Information Technology8.1%

Energy6.4%

Consumer Discretionary6.3%

Consumer Staples5.8%

Health Care5.7%

Materials5.7%

Other11.4%

By market cap

Large ($10–200B)43.1%

Unknown41.2%

Mega (>$200B)14.5%

Mid ($2–10B)1.2%

Small ($300M–2B)0.0%

By region

North America58.9%

Other40.4%

Europe0.7%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.43%	66
Banks	6.71%	10
Oil, Gas & Consumable Fuels	6.36%	6
Pharmaceuticals & Biotechnology	4.67%	6
Technology Hardware & Equipment	4.31%	7
Specialty Retail	4.13%	9
Chemicals	3.16%	5
Insurance	3.13%	5
Food Products	2.87%	3
Utilities	2.31%	6
Food & Staples Retailing	1.94%	1
Semiconductors & Semiconductor Equipment	1.93%	6
Metals & Mining	1.66%	2
Diversified Telecommunication Services	1.52%	2
Equity Real Estate Investment Trusts (REITs)	1.42%	2
Distributors	1.41%	2
Electrical Equipment & Components	1.41%	3
Machinery	1.33%	5
Commercial Services & Supplies	1.28%	3
Road & Rail	1.27%	4
Aerospace & Defense	1.10%	2
Health Care Equipment & Supplies	1.04%	1
Paper & Forest Products	0.88%	2
Tobacco	0.87%	1
Leisure Products	0.72%	1
Media & Entertainment	0.70%	1
Software	0.39%	2
Airlines	0.28%	2
Construction & Engineering	0.20%	1
Beverages	0.15%	2
Software & IT Services	0.13%	3
Capital Markets	0.11%	2
Automobiles & Components	0.06%	1
Communications Equipment	0.04%	1
Industrial Conglomerates	0.02%	1
Life Sciences Tools & Services	0.02%	1
Textiles, Apparel & Luxury Goods	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IEI	ISHARES TR	Unclassified	6.30%
2	IVV	ISHARES TR	Unclassified	4.87%
3	VMBS	VANGUARD SCOTTSDALE FDS	Unclassified	3.79%
4	VOO	VANGUARD INDEX FDS	Unclassified	3.45%
5	QQQ	INVESCO QQQ TR	Unclassified	3.11%
6	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.81%
7	CVS	CVS HEALTH Corp	Consumer Staples	1.94%
8	XOM	EXXON MOBIL CORP	Energy	1.68%
9	SPIB	SPDR SERIES TRUST	Unclassified	1.60%
10	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	1.57%

113/178 names classified · sector 59.6% of weight · industry 59.6% · mkt cap 58.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

FinancialsJPM, WFC, TFC, PRU, BNY · other

Information TechnologyCSCO, AVGO, IBM, HPQ, EMR · other

Health CareJNJ, MRK, PFE, MDT, BMY · other

Consumer StaplesCVS, PM, MDLZ, SJM, TSN · other

EnergyXOM, COP, SHEL, CVX, DVN · other

Consumer DiscretionaryTPR, GPC, TGT, BBY, DG · other

IndustrialsRTX, UPS, SWK, FIS, LMT · other

MaterialsKMB, DOW, IFF, GLW, NUE · other

UtilitiesDUK, ATO, NI, PPL, D · other

Communication ServicesT, VZ, CMCSA, META, LUMN · other

Real EstateVTR, SPG, WY, NXDT, MMI · other

UnclassifiedVOO, VEA, FLOT, IVV, IGSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 59.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (109 classified)CANTOR FITZGERALD INVESTMENT ADVISORS L.P. centroid (Mid Value)

FinancialsInformation TechnologyConsumer DiscretionaryConsumer StaplesMaterialsEnergyHealth CareIndustrialsCommunication ServicesUtilitiesReal Estate

Style box summary for CANTOR FITZGERALD INVESTMENT ADVISORS L.P.: centroid Mid Value. Heaviest cells: Large Value 21.6%, Mid Value 17.0%, Large Core 9.5%.

Classified: 58.8% of book weight (109/178 names) · unclassified 41.2%: IEI, IVV, VMBS, VOO, QQQ, VEA, SPIB, SCHX, ARB, IJH +59 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IEIISHARES TR	719,834	$85M	6.3%	ADD 61%
2	IVVISHARES TR	101,081	$66M	4.9%	HOLD
3	VMBSVANGUARD SCOTTSDALE FDS	1,093,478	$51M	3.8%	ADD 21%
4	VOOVANGUARD INDEX FDS	78,206	$47M	3.4%	TRIM −8%
5	QQQINVESCO QQQ TR	72,964	$42M	3.1%	TRIM −2%
6	VEAVANGUARD TAX-MANAGED FDS	593,905	$38M	2.8%	TRIM −9%
7	CVSCVS HEALTH CORP	366,368	$26M	1.9%	TRIM −2%
8	XOMEXXON MOBIL CORP	134,262	$23M	1.7%	TRIM −3%
9	SPIBSPDR SERIES TRUST	645,582	$22M	1.6%	TRIM −22%
10	SCHXSCHWAB U.S. LARGE-CAP ETF	832,885	$21M	1.6%	TRIM −6%
11	GLWCORNING INC	155,116	$21M	1.6%	TRIM −49%
12	WFCWELLS FARGO CO NEW	251,378	$20M	1.5%	HOLD
13	EMREMERSON ELEC CO	141,148	$18M	1.4%	HOLD
14	JNJJOHNSON & JOHNSON	74,606	$18M	1.3%	TRIM −30%
15	ARBALTSHARES TRUST	620,886	$18M	1.3%	ADD 5%
16	IJHISHARES TR	267,607	$18M	1.3%	TRIM −3%
17	TFCTRUIST FINL CORP	388,748	$18M	1.3%	HOLD
18	VWOVANGUARD INTL EQUITY INDEX F	329,344	$18M	1.3%	TRIM −5%
19	HPEHEWLETT PACKARD ENTERPRISE C	733,214	$17M	1.3%	HOLD
20	COPCONOCOPHILLIPS	129,791	$17M	1.3%	TRIM −3%
21	UPSUNITED PARCEL SERVICE INC	169,690	$17M	1.2%	ADD 12%
22	WYWEYERHAEUSER CO	679,752	$17M	1.2%	ADD 105%
23	MDLZMONDELEZ INTL INC	286,343	$17M	1.2%	ADD 6%
24	USBUS BANCORP	307,082	$16M	1.2%	HOLD
25	BMYBRISTOL-MYERS SQUIBB CO	256,253	$16M	1.1%	HOLD
26	TRVTRAVELERS COMPANIES INC	51,752	$15M	1.1%	TRIM −4%
27	FISFIDELITY NATL INFORMATION SV	320,899	$15M	1.1%	ADD 123%
28	CSCOCISCO SYS INC	191,849	$15M	1.1%	TRIM −5%
29	TXNTEXAS INSTRS INC	76,499	$15M	1.1%	HOLD
30	IFFINTERNATIONAL FLAVORS&FRAGRA	200,551	$15M	1.1%	HOLD
31	SJMSMUCKER J M CO	150,301	$14M	1.1%	HOLD
32	DVNDEVON ENERGY CORP NEW	287,108	$14M	1.1%	HOLD
33	PPGPPG INDS INC	135,003	$14M	1.1%	ADD 3%
34	SWKSTANLEY BLACK & DECKER INC	202,710	$14M	1.1%	ADD 6%
35	CVXCHEVRON CORP NEW	69,612	$14M	1.1%	TRIM −20%
36	MDTMEDTRONIC PLC	162,632	$14M	1.0%	HOLD
37	DUKDUKE ENERGY CORP NEW	105,616	$14M	1.0%	HOLD
38	PFEPFIZER INC	492,409	$14M	1.0%	ADD 4%
39	MRKMERCK & CO INC	110,155	$13M	1.0%	TRIM −4%
40	HPQHP INC	685,853	$13M	1.0%	ADD 35%
41	PRUPRUDENTIAL FINL INC	134,784	$13M	1.0%	ADD 37%
42	TGTTARGET CORP	108,317	$13M	1.0%	ADD 8%
43	GPCGENUINE PARTS CO	122,761	$13M	1.0%	ADD 49%
44	BBYBest Buy Company, Inc.	196,230	$13M	0.9%	ADD 5%
45	VZVERIZON COMMUNICATIONS INC	248,857	$12M	0.9%	ADD 4%
46	METMETLIFE INC	169,776	$12M	0.9%	ADD 47%
47	PMPHILIP MORRIS INTL INC	71,698	$12M	0.9%	TRIM −6%
48	LMTLOCKHEED MARTIN CORP	19,581	$12M	0.9%	TRIM −19%
49	DGDOLLAR GEN CORP	96,688	$11M	0.8%	TRIM −4%
50	FITBFIFTH THIRD BANCORP	238,449	$11M	0.8%	ADD 59%
51	LYBLYONDELLBASELL INDUSTRIES N	135,189	$11M	0.8%	ADD 10%
52	HDHOME DEPOT INC	32,525	$11M	0.8%	ADD 91%
53	KMBKIMBERLY-CLARK CORP	110,816	$11M	0.8%	ADD 21%
54	VGITVANGUARD SCOTTSDALE FDS	169,211	$10M	0.7%	ADD 64%
55	AMCRAMCOR PLC ORD	245,189	$10M	0.7%	NEW
56	CMCSACOMCAST CORP NEW	330,126	$9M	0.7%	ADD 15%
57	NINISOURCE INC	198,951	$9M	0.7%	TRIM −3%
58	SHELSHELL PLC	97,658	$9M	0.7%	TRIM −60%
59	STTSTATE STR CORP	69,982	$9M	0.7%	HOLD
60	VCITVANGUARD SCOTTSDALE FDS	106,673	$9M	0.7%	TRIM −20%
61	SLBSCHLUMBERGER LTD	162,319	$8M	0.6%	ADD 6%
62	TAT&T INC	281,070	$8M	0.6%	HOLD
63	JPMJPMORGAN CHASE & CO	27,037	$8M	0.6%	TRIM −23%
64	CAGCONAGRA BRANDS INC	505,377	$8M	0.6%	ADD 14%
65	AAPLAPPLE INC	30,597	$8M	0.6%	TRIM −4%
66	SCHMSCHWAB STRATEGIC TR	220,344	$7M	0.5%	HOLD
67	SPMBSPDR SER TR	304,484	$7M	0.5%	ADD 26%
68	IDEVISHARES TR	80,104	$7M	0.5%	TRIM −6%
69	SYYSYSCO CORP	86,770	$6M	0.5%	HOLD
70	SJNKSPDR SERIES TRUST	246,487	$6M	0.5%	TRIM −41%
71	FTECFIDELITY COVINGTON TRUST	29,415	$6M	0.5%	HOLD
72	SPYSTATE STR SPDR S&P 500 ETF T	8,981	$6M	0.4%	TRIM −6%
73	IJRISHARES TR	44,317	$6M	0.4%	HOLD
74	MSFTMICROSOFT CORP	13,753	$5M	0.4%	TRIM −10%
75	NFGNATIONAL FUEL GAS CO	50,974	$5M	0.4%	HOLD
76	VTIVANGUARD INDEX FDS	14,212	$5M	0.3%	ADD 12%
77	SHYLDBX ETF TR	96,508	$4M	0.3%	TRIM −40%
78	IEMGISHARES INC	59,015	$4M	0.3%	TRIM −11%
79	NVDANVIDIA CORPORATION	23,593	$4M	0.3%	ADD 3%
80	BNDVANGUARD BD INDEX FDS	53,471	$4M	0.3%	HOLD
81	BACBANK AMERICA CORP	70,120	$3M	0.3%	TRIM −20%
82	BNYBANK NEW YORK MELLON CORP	26,525	$3M	0.2%	TRIM −13%
83	VVVANGUARD INDEX FDS	10,349	$3M	0.2%	HOLD
84	RTXRTX CORPORATION	15,796	$3M	0.2%	TRIM −15%
85	AVGOBROADCOM INC	9,295	$3M	0.2%	TRIM −14%
86	PWRQUANTA SVCS INC	5,057	$3M	0.2%	TRIM −19%
87	WMTWALMART INC	22,175	$3M	0.2%	TRIM −13%
88	FDXFEDEX CORP	7,653	$3M	0.2%	TRIM −26%
89	SPGSIMON PPTY GROUP INC NEW	13,879	$3M	0.2%	TRIM −16%
90	IBMINTERNATIONAL BUSINESS MACHS	10,596	$3M	0.2%	TRIM −28%
91	EAGGISHARES TR	52,946	$3M	0.2%	ADD 20%
92	DOWDOW HLDGS INC	54,485	$2M	0.2%	ADD 11%
93	COSTCOSTCO WHSL CORP NEW	2,238	$2M	0.2%	ADD 5%
94	COFCAPITAL ONE FINL CORP	12,205	$2M	0.2%	TRIM −16%
95	MNANEW YORK LIFE INVESTMENTS ET	60,145	$2M	0.2%	HOLD
96	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.2%	HOLD
97	ETNEATON CORP PLC	6,003	$2M	0.2%	TRIM −15%
98	SPEMSPDR INDEX SHS FDS	40,418	$2M	0.1%	HOLD
99	PEPPEPSICO INC	11,661	$2M	0.1%	TRIM −13%
100	SPYVSPDR SERIES TRUST	31,387	$2M	0.1%	TRIM −4%
101	MBBISHARES TR	18,423	$2M	0.1%	ADD 20%
102	DDOMINION ENERGY INC	28,173	$2M	0.1%	TRIM −13%
103	VOVANGUARD INDEX FDS	5,905	$2M	0.1%	ADD 14%
104	SNPEDBX ETF TR	28,192	$2M	0.1%	TRIM −5%
105	TJXTJX COS INC NEW	10,394	$2M	0.1%	TRIM −16%
106	INTCINTEL CORP	34,848	$2M	0.1%	TRIM −16%
107	SCHASCHWAB STRATEGIC TR	51,225	$1M	0.1%	TRIM −6%
108	SPYGSPDR SERIES TRUST STATE STREET SPD	15,183	$1M	0.1%	TRIM −6%
109	DELLDELL TECHNOLOGIES INC	9,037	$1M	0.1%	TRIM −12%
110	VEUVANGUARD INTL EQUITY INDEX F	19,745	$1M	0.1%	TRIM −3%
111	ITOTISHARES TR	10,301	$1M	0.1%	TRIM −3%
112	ADIANALOG DEVICES INC	4,438	$1M	0.1%	HOLD
113	NVONOVO-NORDISK A S	36,975	$1M	0.1%	TRIM −12%
114	AMATAPPLIED MATLS INC	3,974	$1M	0.1%	ADD 18%
115	NUENUCOR CORP	8,006	$1M	0.1%	TRIM −16%
116	VIGVANGUARD SPECIALIZED FUNDS	6,145	$1M	0.1%	TRIM −2%
117	VVISA INC	4,279	$1M	0.1%	HOLD
118	ATOATMOS ENERGY CORP	6,839	$1M	0.1%	TRIM −13%
119	SONSONOCO PRODS CO	23,325	$1M	0.1%	TRIM −12%
120	TTTRANE TECHNOLOGIES PLC	2,813	$1M	0.1%	TRIM −19%
121	ELVELEVANCE HEALTH INC FORMERLY	3,870	$1M	0.1%	TRIM −11%
122	AMZNAMAZON COM INC	5,435	$1M	0.1%	ADD 9%
123	SCHRSCHWAB STRATEGIC TR	44,728	$1M	0.1%	HOLD
124	BXBLACKSTONE INC	9,489	$1M	0.1%	HOLD
125	ABBVABBVIE INC	4,908	$1M	0.1%	ADD 14%
126	MAMASTERCARD INCORPORATED	2,128	$1M	0.1%	HOLD
127	LUVSOUTHWEST AIRLS CO	27,450	$1M	0.1%	NEW
128	LNCLINCOLN NATL CORP IND	28,932	$1M	0.1%	TRIM −15%
129	IWMISHARES TR	4,125	$1M	0.1%	TRIM −2%
130	NUBDNUSHARES ETF TR	42,842	$951,521	0.1%	ADD 18%
131	VGLTVANGUARD SCOTTSDALE FDS	16,036	$887,673	0.1%	TRIM −86%
132	METAMETA PLATFORMS INC	1,533	$877,075	0.1%	TRIM −6%
133	IEFAISHARES TR	9,543	$863,928	0.1%	HOLD
134	CATCATERPILLAR INC	1,215	$860,779	0.1%	ADD 10%
135	IUSBISHARES TR	18,345	$847,356	0.1%	ADD 9%
136	DFUVDIMENSIONAL ETF TRUST	17,233	$835,111	0.1%	TRIM −6%
137	CLIPGLOBAL X FDS	8,260	$828,974	0.1%	TRIM −8%
138	FFORD MTR CO	71,100	$820,494	0.1%	HOLD
139	GLDSPDR GOLD TR	1,817	$781,837	0.1%	ADD 21%
140	PGPROCTER AND GAMBLE CO	5,090	$735,200	0.1%	TRIM −41%
141	BRK.BBERKSHIRE HATHAWAY INC DEL	1,423	$681,902	0.1%	HOLD
142	SUSBISHARES TR	26,011	$651,966	0.0%	TRIM −20%
143	IXUSISHARES TR	7,274	$630,219	0.0%	HOLD
144	SPDWSPDR INDEX SHS FDS	13,748	$627,590	0.0%	ADD 36%
145	BILSPDR SERIES TRUST	6,207	$568,810	0.0%	ADD 3%
146	ESGUISHARES TR	3,933	$556,205	0.0%	HOLD
147	AGGISHARES TR	5,479	$543,933	0.0%	ADD 25%
148	GOOGLALPHABET INC	1,855	$533,424	0.0%	ADD 19%
149	QCOMQUALCOMM INC	3,940	$507,393	0.0%	ADD 18%
150	TCBITEXAS CAP BANCSHARES INC	5,200	$493,376	0.0%	HOLD
151	SOSOUTHERN CO	5,000	$482,600	0.0%	HOLD
152	EASGDBX ETF TR	12,327	$433,179	0.0%	HOLD
153	DVYISHARES TR	2,548	$385,793	0.0%	HOLD
154	FLOTISHARES TR	7,498	$382,023	0.0%	HOLD
155	CMICUMMINS INC	700	$376,614	0.0%	ADD 40%
156	BOOTBOOT BARN HLDGS INC	2,440	$357,118	0.0%	HOLD
157	VCSHVANGUARD SCOTTSDALE FDS	4,393	$348,233	0.0%	TRIM −9%
158	GSGOLDMAN SACHS GROUP INC	400	$338,396	0.0%	HOLD
159	GEGE AEROSPACE	1,186	$336,551	0.0%	TRIM −48%
160	BSVVANGUARD BD INDEX FDS	4,290	$336,409	0.0%	ADD 27%
161	GOOGALPHABET INC	1,150	$329,889	0.0%	ADD 9%
162	XJHISHARES TR	6,997	$317,454	0.0%	HOLD
163	MMM3M CO	2,096	$304,402	0.0%	HOLD
164	AAGILENT TECHNOLOGIES INC	2,655	$302,643	0.0%	HOLD
165	LRCXLAM RESEARCH CORP	1,367	$292,073	0.0%	HOLD
166	NSCNORFOLK SOUTHN CORP	925	$265,475	0.0%	HOLD
167	CRMSALESFORCE INC	1,410	$263,205	0.0%	HOLD
168	TPRTAPESTRY INC	1,850	$261,054	0.0%	TRIM −75%
169	CSXCSX CORP	6,347	$260,544	0.0%	HOLD
170	GEVGE VERNOVA INC	298	$260,124	0.0%	TRIM −48%
171	SCHBSCHWAB STRATEGIC TR	9,942	$249,544	0.0%	HOLD
172	VRPINVESCO EXCH TRADED FD TR II	9,617	$230,616	0.0%	NEW
173	EMCSDBX ETF TR	6,047	$224,646	0.0%	TRIM −11%
174	MNSTMONSTER BEVERAGE CORP NEW	3,000	$217,380	0.0%	HOLD
175	VXUSVANGUARD STAR FDS	2,612	$201,438	0.0%	NEW
176	SGOVISHARES TR	1,994	$200,716	0.0%	HOLD
177	NCANUVEEN CALIFORNIA MUNI VLU F	11,772	$110,421	0.0%	HOLD
178	FIPFTAI INFRASTRUCTURE INC	10,500	$51,870	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IEIISHARES TR

423K

442K

420K

433K

447K

720K

$85M

IVVISHARES TR

97K

101K

102K

103K

102K

101K

$66M

VMBSVANGUARD SCOTTSDALE FDS

819K

866K

855K

872K

902K

1.1M

$51M

VOOVANGUARD INDEX FDS

93K

92K

88K

85K

78K

$47M

QQQINVESCO QQQ TR

79K

81K

79K

75K

73K

$42M

VEAVANGUARD TAX-MANAGED FDS

633K

674K

657K

650K

594K

$38M

CVSCVS HEALTH CORP

404K

403K

410K

416K

374K

366K

$26M

XOMEXXON MOBIL CORP

206K

168K

170K

173K

139K

134K

$23M

SPIBSPDR SERIES TRUST

726K

769K

773K

780K

827K

646K

$22M

SCHXSCHWAB U.S. LARGE-CAP ETF

933K

1.2M

902K

882K

833K

$21M

GLWCORNING INC

—

156K

307K

308K

304K

155K

$21M

WFCWELLS FARGO CO NEW

361K

313K

311K

254K

251K

$20M

EMREMERSON ELEC CO

191K

162K

167K

168K

141K

$18M

JNJJOHNSON & JOHNSON

136K

125K

124K

107K

75K

$18M

ARBALTSHARES TRUST

558K

582K

575K

580K

590K

621K

$18M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.