Portfolio (Quarterly)
Guide ↗
Lesa Sroufe & Co
· CIK 0001492162| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LAZ | LAZARD INC | Financial Services | 52,834 | $2.6M | 1.91% | SOLD |
| 2 | NOK | NOKIA CORP F SPONSORED ADR 1 A | Technology | 383,198 | $2.5M | 1.85% | SOLD |
| 3 | — | BERKSHIRE HATHAWAY INC DCLASS | — | 1 | $755K | 0.56% | SOLD |
| 4 | CSCO | CISCO SYS INC | Technology | 4,087 | $315K | 0.23% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES IN CLASS | Technology | 1,220 | $217K | 0.16% | SOLD |
| 6 | SCHX | SCHWAB US LARGE CAP ETF | — | 7,509 | $202K | 0.15% | SOLD |
| 7 | — | WALGREENS BOOTS ALLIANCE | — | 10,189 | — | — | SOLD |
Sector Allocation
Basic Materials
29.2%
Energy
17.6%
Financial Services
12.0%
Industrials
11.3%
Technology
9.8%
Utilities
7.7%
Healthcare
5.0%
Communication Services
3.2%
Consumer Defensive
2.8%
Consumer Cyclical
1.2%