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Poinciana Advisors Group, LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
3M CO—$431.0K2,6920.3%
Medtronic plc—$409.3K4,2610.3%
Meta Platforms Inc—$401.3K6080.3%
VANGUARD BD INDEX FDS—$399.1K5,1250.3%
Natera, Inc.—$395.0K1,7240.3%
GILEAD SCIENCES, INC.—$392.3K3,1960.3%
HF Sinclair Corp—$392.1K8,5090.3%
Axis Capital Holdings Ltd—$391.7K3,6580.3%
Zoom Communications, Inc.—$371.6K4,3060.3%
CUMMINS INC—$361.9K7090.3%
ROBLOX Corp—$358.0K4,4180.3%
Booking Holdings Inc—$348.1K650.3%
INTEL CORP—$340.4K9,2250.3%
DIMENSIONAL ETF TRUST—$339.5K10,4250.3%
Alnylam Pharmaceuticals Inc—$338.4K8510.3%
Tesla Inc—$335.3K7450.3%
XCEL ENERGY INC—$334.1K4,5240.3%
Expedia Group Inc—$322.7K1,1390.3%
AT&T INC.—$317.1K12,7670.3%
Robinhood Markets, Inc.—$312.6K2,7640.2%
FIRST HORIZON CORP—$311.3K13,0250.2%
Palantir Technologies Inc—$308.8K1,7370.2%
Walmart Inc.—$307.0K2,7560.2%
United Parcel Service Inc—$306.2K3,0870.2%
ServiceNow Inc—$301.0K1,9650.2%
EMCOR Group Inc—$294.3K4810.2%
CITIZENS FINANCIAL GROUP INC/RI—$290.2K4,9680.2%
MASTEC INC—$289.1K1,3300.2%
Lyft, Inc.—$282.9K14,6070.2%
Ulta Beauty, Inc.—$281.3K4650.2%
SCHWAB STRATEGIC TR—$281.2K13,4590.2%
Vulcan Materials Co—$280.9K9850.2%
FedEx Corp—$275.3K9530.2%
Synchrony Financial—$275.1K3,2970.2%
CME Group Inc—$274.4K1,0050.2%
VeriSign Inc—$273.6K1,1260.2%
Fortinet Inc—$273.4K3,4430.2%
BIOGEN INC.—$271.2K1,5410.2%
Chipotle Mexican Grill Inc—$269.4K7,2800.2%
BlackRock, Inc.—$268.7K2510.2%
General Motors Co—$267.5K3,2900.2%
AMETEK Inc—$265.3K1,2920.2%
DIMENSIONAL ETF TRUST—$265.0K3,8030.2%
Comfort Systems USA Inc—$263.2K2820.2%
Vertiv Holdings Co—$262.9K1,6230.2%
Dell Technologies Inc.—$261.5K2,0770.2%
Snowflake Inc.—$257.7K1,1750.2%
PayPal Holdings, Inc.—$257.2K4,4060.2%
AMPHENOL CORP /DE—$256.5K1,8980.2%
INCYTE CORP—$254.6K2,5780.2%
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