Portfolio (Quarterly)
Guide ↗
Constant Guidance Financial LLC
· CIK 0001995383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 600.0 | $203K | 0.14% | NEW | — | $337.95 | +18.8% |
| 42 | AVGO | BROADCOM INC | Technology | 645.0 | $200K | 0.14% | NEW | — | $309.51 | +33.9% |
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
Financial Services
62.4%
Technology
9.4%
Energy
8.9%
Communication Services
8.3%
Consumer Cyclical
5.4%
Utilities
3.5%
Consumer Defensive
1.3%
Industrials
0.8%