Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IGV | ISHARES TR | — | 33,546.0 | $2.7M | 0.40% | NEW | — | $80.05 | +30.4% |
| 2 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,816.0 | $762K | 0.11% | NEW | — | $270.64 | +39.3% |
| 3 | NKE | NIKE INC | Consumer Cyclical | 14,246.0 | $752K | 0.11% | NEW | — | $52.82 | -32.8% |
| 4 | NET | CLOUDFLARE INC | Technology | 2,393.0 | $494K | 0.07% | NEW | — | $206.34 | +57.0% |
| 5 | EFA | ISHARES TR | — | 4,775.0 | $464K | 0.07% | NEW | — | $97.14 | +8.1% |
| 6 | CIEN | CIENA CORP | Technology | 750.0 | $291K | 0.04% | NEW | — | $388.23 | -10.2% |
| 7 | VLO | VALERO ENERGY CORP | Energy | 1,173.0 | $290K | 0.04% | NEW | — | $247.28 | +67.1% |
| 8 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 149.0 | $281K | 0.04% | NEW | — | $1886.16 | +12.0% |
| 9 | MU | MICRON TECHNOLOGY INC | Technology | 755.0 | $255K | 0.04% | NEW | — | $338.03 | +200.5% |
| 10 | EQT | EQT CORP | Energy | 3,728.0 | $237K | 0.04% | NEW | — | $63.65 | -21.5% |
| 11 | BE | BLOOM ENERGY CORP | Industrials | 1,665.0 | $226K | 0.03% | NEW | — | $135.49 | +96.1% |
| 12 | TLN | TALEN ENERGY CORP | Utilities | 685.0 | $219K | 0.03% | NEW | — | $319.23 | -8.4% |
| 13 | SHEL | SHELL PLC | Energy | 2,290.0 | $213K | 0.03% | NEW | — | $93.01 | +1.6% |
| 14 | ALB | ALBEMARLE CORP | Basic Materials | 1,163.0 | $209K | 0.03% | NEW | — | $179.53 | -38.2% |
| 15 | DOW | DOW HLDGS INC | Basic Materials | 4,883.0 | $203K | 0.03% | NEW | — | $41.65 | -31.0% |
| 16 | NEM | NEWMONT CORP | Basic Materials | 1,874.0 | $203K | 0.03% | NEW | — | $108.30 | +14.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.6%
Technology
20.2%
Healthcare
9.3%
Industrials
9.1%
Energy
6.1%
Consumer Defensive
5.7%
Consumer Cyclical
4.1%
Communication Services
3.9%
Utilities
2.9%
Basic Materials
2.0%