Portfolio (Quarterly)
Guide ↗
Summa Corp.
· CIK 0001954929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | — | 4,425 | $488K | 0.21% | SOLD |
| 2 | NOW | SERVICENOW INC | Technology | 1,745 | $267K | 0.12% | SOLD |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | — | 461 | $205K | 0.09% | SOLD |
| 4 | NAD | NUVEEN QUALITY MUNCP INCOME | Financial Services | 16,900 | $203K | 0.09% | SOLD |
| 5 | VTEB | VANGUARD MUN BD FDS | — | 4,000 | $201K | 0.09% | SOLD |
Sector Allocation
Technology
81.6%
Financial Services
8.0%
Communication Services
2.7%
Consumer Cyclical
2.5%
Healthcare
1.5%
Energy
1.5%
Consumer Defensive
1.4%
Industrials
0.3%
Real Estate
0.3%
Basic Materials
0.1%