Portfolio (Quarterly)
Guide ↗
Brendel Financial Advisors LLC
· CIK 0001768065| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IBEX | IBEX LTD | Technology | 9,600 | $367K | 0.18% | SOLD |
| 22 | APPS | DIGITAL TURBINE INC | Technology | 68,007 | $340K | 0.17% | SOLD |
| 23 | — | BK TECHNOLOGIES CORPORATION | — | 4,394 | $328K | 0.16% | SOLD |
| 24 | PPIH | PERMA-PIPE INTL HLDGS INC | Industrials | 10,154 | $308K | 0.15% | SOLD |
| 25 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,149 | $308K | 0.15% | SOLD |
| 26 | PEP | PEPSICO INC | Consumer Defensive | 1,745 | $250K | 0.12% | SOLD |
| 27 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 770 | $242K | 0.12% | SOLD |
| 28 | BRO | BROWN & BROWN INC | Financial Services | 2,943 | $235K | 0.12% | SOLD |
| 29 | NECB | NORTHEAST CMNTY BANCORP INC | Financial Services | 10,323 | $233K | 0.12% | SOLD |
| 30 | SHOP | SHOPIFY INC | Technology | 1,449 | $233K | 0.12% | SOLD |
Sector Allocation
Industrials
23.1%
Financial Services
16.8%
Technology
13.2%
Healthcare
10.2%
Consumer Defensive
9.3%
Basic Materials
8.9%
Communication Services
5.8%
Utilities
5.2%
Consumer Cyclical
4.5%
Energy
3.0%