Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 37 | $1K | — | SOLD |
| 122 | — | CIVITAS RES INC | — | 34 | $917.0 | — | SOLD |
| 123 | — | EXACT SCIENCES CORP | — | 9 | $914.0 | — | SOLD |
| 124 | CART | MAPLEBEAR INC | Consumer Cyclical | 13 | $571.0 | — | SOLD |
| 125 | THRY | THRYV HLDGS INC | Communication Services | 86 | $500.0 | — | SOLD |
| 126 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 33 | $428.0 | — | SOLD |
| 127 | — | DAYFORCE INC | — | 6 | $416.0 | — | SOLD |
| 128 | — | HANG SENG BK LTD F | — | 14 | $277.0 | — | SOLD |
| 129 | BSY | BENTLEY SYS INC | Technology | 5 | $190.0 | — | SOLD |
| 130 | BGS | B & G FOODS INC NEW | Consumer Defensive | 32 | $132.0 | — | SOLD |
| 131 | — | TREND MICRO INC F | — | 2 | $83.0 | — | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
25.6%
Consumer Defensive
9.3%
Consumer Cyclical
8.0%
Healthcare
5.9%
Industrials
4.6%
Utilities
4.0%
Communication Services
3.3%
Basic Materials
2.5%
Energy
2.3%