DAHRING {-} CUSMANO LLC

CIK: 0002053669SEC EDGAR →

Portfolio Value

$143.8M

Holdings

49

As of

Q4 2025

New Positions

7

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PIMCO ETF TR

681,755$18.2M
12.65%
2

SCHWAB STRATEGIC TR

534,982$17.5M
12.14%
3

FIDELITY COVINGTON TRUST

314,608$16.8M
11.67%
4

FIDELITY MERRIMACK STR TR

236,532$10.9M
7.57%
5

FIDELITY COVINGTON TRUST

268,173$10.1M
7.05%
6

INVESCO EXCHANGE TRADED FD T

89,764$9.2M
6.39%
7

SCHWAB STRATEGIC TR

323,169$8.5M
5.94%
8

FIDELITY COVINGTON TRUST

125,635$6.9M
4.79%
9

FIDELITY COVINGTON TRUST

173,213$6.3M
4.41%
10

ISHARES GOLD TR

49,638$4.0M
2.80%

Quarterly Changes

Top Buys

FFLC↑ Increased
$1.4M
SCYB↑ Increased
$1.1M
SCHG↑ Increased
$1.0M
PYLD↑ Increased
$859K
FESM↑ Increased
$750K

Top Sells

HYDB↓ Decreased
$574K
TCAF↓ Decreased
$567K
AZOCLOSED
$438K
MSFT↓ Decreased
$351K
PGCLOSED
$305K

Closed Positions (4)

$438K · 102 shares
$305K · 2K shares
$284K · 5K shares
$243K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$133.6M92.9%
Unknown4$5.9M4.1%
Technology4$2.0M1.4%
Consumer Cyclical4$1.0M0.7%
Utilities2$576K0.4%
Consumer Defensive1$342K0.2%
Healthcare1$341K0.2%