Portfolio (Quarterly)
Guide ↗
LODESTAR PRIVATE ASSET MANAGEMENT LLC
· CIK 0001963040| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,212 | $339K | 0.04% | SOLD |
| 2 | UCTT | ULTRA CLEAN HLDGS INC | Technology | 9,750 | $266K | 0.03% | SOLD |
| 3 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,399 | $227K | 0.02% | SOLD |
| 4 | UNP | UNION PAC CORP | Industrials | 944 | $223K | 0.02% | SOLD |
| 5 | XLF | SELECT SECTOR SPDR TR | — | 3,977 | $214K | 0.02% | SOLD |
| 6 | TRV | TRAVELERS COMPANIES INC | Financial Services | 727 | $203K | 0.02% | SOLD |
| 7 | IYE | ISHARES TR | — | 4,248 | $202K | 0.02% | SOLD |
| 8 | INDA | ISHARES TR | — | 3,842 | $200K | 0.02% | SOLD |
Sector Allocation
Financial Services
48.0%
Technology
31.8%
Consumer Cyclical
7.8%
Communication Services
3.9%
Healthcare
3.0%
Consumer Defensive
2.4%
Industrials
1.4%
Energy
1.2%
Utilities
0.5%