Portfolio (Quarterly)
Guide ↗
Accordant Advisory Group Inc
· CIK 0002013499| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VNOM | VIPER ENERGY INC | Energy | 5 | $194.0 | — | SOLD |
| 22 | MOS | THE MOSAIC CO | Basic Materials | 8 | $193.0 | — | SOLD |
| 23 | BHP | BHP GROUP LTD | Basic Materials | 3 | $182.0 | — | SOLD |
| 24 | PII | POLARIS INC | Consumer Cyclical | 1 | $64.0 | — | SOLD |
| 25 | ZIM | ZIM INTEGRATED SHIPPING SERVICES LTD | Industrials | 3 | $64.0 | — | SOLD |
| 26 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 1 | $16.0 | — | SOLD |
Sector Allocation
Financial Services
41.8%
Real Estate
19.3%
Basic Materials
15.2%
Energy
14.7%
Consumer Defensive
4.0%
Technology
2.1%
Industrials
1.0%
Healthcare
0.8%
Communication Services
0.4%
Utilities
0.3%