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FISCHER INVESTMENT STRATEGIES, LLC - Portfolio Stock Holdings

FISCHER INVESTMENT STRATEGIES, LLC disclosed 55 stock positions in a recent SEC 13F filing. $166,864,544 of stock holdings were filed, with the largest holdings including DFUV, BUFD, and DFIV. This filing represented positions held on March 31, 2026, and was filed on June 4, 2026.

We estimate the fund has a total AUM of $251,920,360 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

55

Est. Stock Holding Value:

$166,864,544

Top Stock Holdings By Sector

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Portfolio Stock Holdings - FISCHER INVESTMENT STRATEGIES, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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