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Wallace Advisory Group, LLC

All holdings · as of Dec 31, 2025

128 positions

CompanyClassValueShares% of portfolio
Organon & Co.—$84.0K11,7110.1%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$167.2K10,5410.2%
COCA COLA CO—$200.1K2,8620.2%
Copart Inc—$200.7K5,1260.2%
QUALCOMM INC/DE—$201.0K1,1750.2%
EMCOR Group Inc—$204.9K3350.2%
Centene Corp—$208.1K5,0560.2%
HOME DEPOT, INC.—$213.3K6200.2%
SYNOPSYS INC—$222.2K4730.2%
VANGUARD INTL EQUITY INDEX F—$226.2K4,2080.2%
United Parcel Service Inc—$226.3K2,2810.2%
VANGUARD TAX-MANAGED FDS—$227.7K3,6450.2%
SELECT SECTOR SPDR TR—$228.9K1,5900.2%
PEPSICO INC—$232.1K1,6170.2%
SPDR INDEX SHS FDS—$233.1K5,7060.2%
CORNING INC /NY—$235.4K2,6890.2%
WASTE MANAGEMENT INC—$238.4K1,0850.3%
APPLIED MATERIALS INC /DE—$243.1K9460.3%
SPDR SERIES TRUST—$243.3K1,7490.3%
Eaton Corp plc—$244.9K7690.3%
BARRICK MNG CORP—$246.4K5,6580.3%
BRISTOL MYERS SQUIBB CO—$247.9K4,5960.3%
AMERICAN INTERNATIONAL GROUP, INC.—$250.7K2,9300.3%
TENET HEALTHCARE CORP—$253.4K1,2750.3%
AUTOZONE INC—$254.4K750.3%
Sony Group CorpSONYADR$254.5K9,9430.3%
SPDR SERIES TRUST—$256.4K2,8180.3%
Intuitive Surgical Inc—$260.0K4590.3%
SPDR SERIES TRUST—$263.1K2,8460.3%
CONSTELLATION BRANDS, INC.—$267.4K1,9380.3%
INVESCO QQQ TR—$272.6K4440.3%
Williams Cos Inc/The—$272.7K4,5360.3%
TechnipFMC plc—$273.6K6,1410.3%
MercadoLibre, Inc.—$276.0K1370.3%
Mondelez International, Inc.—$276.0K5,1270.3%
PG&E Corp—$280.8K17,4750.3%
PFIZER INC—$288.6K11,5890.3%
SPDR SERIES TRUST—$289.7K3,4220.3%
CITIGROUP INC—$291.1K2,4950.3%
SOUTHWEST AIRLINES CO—$293.0K7,0900.3%
Airbnb, Inc.—$294.1K2,1670.3%
S&P Global Inc.—$302.1K5780.3%
AES CORP—$302.8K21,1130.3%
Aon plc—$312.3K8850.3%
AppLovin Corp—$315.3K4680.3%
SPDR SERIES TRUST—$321.7K12,1530.3%
Morgan Stanley—$321.9K1,8130.3%
ADOBE INC.—$322.0K9200.3%
The Boeing Company—$329.6K1,5180.3%
American Tower Corp—$330.1K1,8800.3%
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