Portfolio (Quarterly)
Guide ↗
HORIZON BANCORP INC /IN/
· CIK 0000706129| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Tr Core US Aggbd ETF | — | 601 | $60K | 0.03% | SOLD |
| 2 | GLD | SPDR Gold Shares | Financial Services | 20 | $8K | 0.00% | SOLD |
| 3 | HCA | HCA Healthcare Inc | Healthcare | 10 | $5K | 0.00% | SOLD |
| 4 | SBUX | Starbucks Corp | Consumer Cyclical | 30 | $3K | 0.00% | SOLD |
| 5 | KHC | Kraft Heinz Company | Consumer Defensive | 45 | $1K | — | SOLD |
| 6 | SCHD | Schwab US DVD Eq ETF | — | 40 | $1K | — | SOLD |
| 7 | LUV | Southwest Airlines CO | Industrials | 30 | $1K | — | SOLD |
Sector Allocation
Financial Services
34.4%
Technology
21.5%
Healthcare
11.3%
Industrials
8.1%
Communication Services
6.8%
Consumer Cyclical
6.3%
Consumer Defensive
3.5%
Energy
3.2%
Utilities
2.7%
Basic Materials
1.6%