Portfolio (Quarterly)
Guide ↗
Goodman Financial Corp
· CIK 0001382303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC COM | Technology | 38,272 | $13.4M | 2.54% | SOLD |
| 2 | BP | BP PLC SPONSORED ADR | Energy | 8,872 | $308K | 0.06% | SOLD |
| 3 | WPM | WHEATON PRECIOUS METALS CORP COM | Basic Materials | 2,000 | $235K | 0.04% | SOLD |
| 4 | TSLA | TESLA INC COM | Consumer Cyclical | 476 | $214K | 0.04% | SOLD |
Sector Allocation
Industrials
20.1%
Technology
18.6%
Energy
13.2%
Consumer Cyclical
13.0%
Healthcare
10.7%
Financial Services
9.7%
Consumer Defensive
5.9%
Communication Services
3.7%
Utilities
3.4%
Basic Materials
1.7%