Portfolio (Quarterly)
Guide ↗
CFC Planning Co LLC
· CIK 0001854428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ATR | APTARGROUP INC | Healthcare | 1,537 | $205K | 0.17% | SOLD |
| 22 | FRHC | FREEDOM HLDG CORP NEV | Financial Services | 1,190 | $205K | 0.17% | SOLD |
| 23 | IT | GARTNER INC | Technology | 779 | $205K | 0.17% | SOLD |
| 24 | DOX | AMDOCS LTD | Technology | 2,484 | $204K | 0.17% | SOLD |
| 25 | SON | SONOCO PRODS CO | Consumer Cyclical | 4,645 | $200K | 0.16% | SOLD |
| 26 | ACI | ALBERTSONS COS INC | Consumer Defensive | 11,074 | $194K | 0.16% | SOLD |
| 27 | GOOG | ALPHABET INC | Communication Services | 480 | $117K | 0.10% | SOLD |
| 28 | GOOG PUT | ALPHABET INC | Communication Services | 400 | $97K | 0.08% | SOLD |
| 29 | NVDA PUT | NVIDIA CORPORATION | Technology | 500 | $93K | 0.08% | SOLD |
| 30 | TSLA PUT | TESLA INC | Consumer Cyclical | 200 | $89K | 0.07% | SOLD |
| 31 | META PUT | META PLATFORMS INC | Communication Services | 100 | $73K | 0.06% | SOLD |
| 32 | AMZN PUT | AMAZON COM INC | Consumer Cyclical | 300 | $66K | 0.05% | SOLD |
| 33 | MSFT PUT | MICROSOFT CORP | Technology | 100 | $52K | 0.04% | SOLD |
| 34 | AAPL PUT | APPLE INC | Technology | 200 | $51K | 0.04% | SOLD |
Sector Allocation
Technology
34.1%
Financial Services
15.8%
Healthcare
13.2%
Consumer Defensive
11.7%
Communication Services
7.0%
Industrials
5.6%
Energy
4.8%
Basic Materials
4.7%
Consumer Cyclical
2.6%
Utilities
0.2%