Portfolio (Quarterly)
Guide ↗
Clarkston Capital Partners, LLC
· CIK 0001562855| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VO | VANGUARD INDEX FDS | — | 1,540 | $447K | 0.01% | SOLD |
| 62 | WMT | WALMART INC | Consumer Defensive | 4,005 | $446K | 0.01% | SOLD |
| 63 | QCOM | QUALCOMM INC | Technology | 2,551 | $436K | 0.01% | SOLD |
| 64 | MMI | MARCUS & MILLICHAP INC | Real Estate | 13,530 | $369K | 0.01% | SOLD |
| 65 | VB | VANGUARD INDEX FDS | — | 1,392 | $359K | 0.01% | SOLD |
| 66 | ADC | AGREE RLTY CORP | Real Estate | 4,700 | $339K | 0.01% | SOLD |
| 67 | — | COMERICA INC | — | 3,615 | $314K | 0.01% | SOLD |
| 68 | TD | TORONTO DOMINION BK ONT | Financial Services | 3,178 | $299K | 0.01% | SOLD |
| 69 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,315 | $298K | 0.01% | SOLD |
| 70 | GD | GENERAL DYNAMICS CORP | Industrials | 831 | $280K | 0.01% | SOLD |
| 71 | DE | DEERE & CO | Industrials | 600 | $279K | 0.01% | SOLD |
| 72 | ONB | OLD NATL BANCORP IND | Financial Services | 12,230 | $273K | 0.01% | SOLD |
| 73 | NFLX | NETFLIX INC | Communication Services | 2,820 | $264K | 0.01% | SOLD |
| 74 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 3,476 | $256K | 0.01% | SOLD |
| 75 | FICO | FAIR ISAAC CORP | Technology | 150 | $254K | 0.01% | SOLD |
| 76 | BA | BOEING CO | Industrials | 1,097 | $238K | 0.01% | SOLD |
| 77 | IAU | ISHARES GOLD TR | Financial Services | 2,925 | $237K | 0.01% | SOLD |
| 78 | INTU | INTUIT | Technology | 351 | $233K | 0.01% | SOLD |
| 79 | BMO | BANK MONTREAL QUE | Financial Services | 1,775 | $230K | 0.01% | SOLD |
| 80 | — | ETORO GROUP LTD | — | 6,491 | $228K | 0.01% | SOLD |
Sector Allocation
Technology
22.0%
Consumer Defensive
21.0%
Industrials
16.0%
Healthcare
15.8%
Financial Services
15.4%
Consumer Cyclical
5.3%
Communication Services
3.5%
Basic Materials
0.9%
Energy
0.1%