Portfolio (Quarterly)
Guide ↗
Cottage Street Advisors LLC
· CIK 0001665302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | COIN | COINBASE GLOBAL INC | Financial Services | 1,778 | $402K | 0.17% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 1,068 | $283K | 0.12% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,340 | $238K | 0.10% | SOLD |
| 4 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 3,191 | $228K | 0.10% | SOLD |
| 5 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 650 | $215K | 0.09% | SOLD |
| 6 | DSI | ISHARES TR | — | 1,635 | $211K | 0.09% | SOLD |
| 7 | BIL | SPDR SERIES TRUST | — | 2,231 | $204K | 0.09% | SOLD |
| 8 | IVV | ISHARES TR | — | 297 | $204K | 0.09% | SOLD |
| 9 | SHOP | SHOPIFY INC | Technology | 1,260 | $203K | 0.09% | SOLD |
Sector Allocation
Technology
26.2%
Financial Services
24.4%
Industrials
14.3%
Communication Services
11.4%
Consumer Cyclical
7.7%
Healthcare
6.2%
Energy
3.6%
Basic Materials
2.7%
Consumer Defensive
2.3%
Utilities
1.0%