Portfolio (Quarterly)
Guide ↗
Cercano Management LLC
· CIK 0001936416| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — CALL | JOHNSON & JOHNSON | — | 777 | $264K | 0.01% | SOLD |
| 22 | ORCL | ORACLE CORP | Technology | 926 | $260K | 0.01% | SOLD |
| 23 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,193 | $228K | 0.01% | SOLD |
| 24 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 10,451 | $200K | 0.01% | SOLD |
Sector Allocation
Industrials
36.0%
Technology
22.7%
Financial Services
14.0%
Healthcare
10.4%
Communication Services
6.5%
Consumer Cyclical
3.4%
Utilities
2.5%
Basic Materials
2.5%
Consumer Defensive
1.0%
Energy
0.6%