Portfolio (Quarterly)
Guide ↗
BENNETT SELBY INVESTMENTS LP
· CIK 0001840740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHJ | SCHWAB STRATEGIC TR | — | 15,650.0 | $390K | 0.12% | +2K | +16.2% | $24.90 | -1.4% |
| 22 | VRSK | VERISK ANALYTICS INC | Industrials | 1,323.0 | $296K | 0.10% | +115.0 | +9.5% | $223.68 | -23.3% |
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
Communication Services
25.7%
Technology
24.0%
Consumer Cyclical
20.7%
Financial Services
19.5%
Healthcare
4.2%
Industrials
3.5%
Consumer Defensive
2.4%