Portfolio (Quarterly)
Guide ↗
Post Resch Tallon Group Inc.
· CIK 0002054476| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KMI | KINDER MORGAN INC DEL | Energy | 17,625 | $485K | 0.41% | SOLD |
| 2 | ESGV | VANGUARD WORLD FD | — | 2,181 | $264K | 0.22% | SOLD |
| 3 | IVW | ISHARES TR | — | 1,785 | $220K | 0.19% | SOLD |
| 4 | ABT | ABBOTT LABS | Healthcare | 1,752 | $220K | 0.18% | SOLD |
| 5 | VOO | VANGUARD INDEX FDS | — | 350 | $219K | 0.18% | SOLD |
| 6 | LLY | ELI LILLY & CO | Healthcare | 204 | $219K | 0.18% | SOLD |
| 7 | XLK | SELECT SECTOR SPDR TR | — | 1,392 | $200K | 0.17% | SOLD |
Sector Allocation
Financial Services
24.3%
Technology
23.9%
Healthcare
14.5%
Real Estate
12.4%
Energy
7.1%
Communication Services
5.6%
Industrials
4.0%
Consumer Cyclical
3.3%
Utilities
2.0%
Consumer Defensive
1.9%