Portfolio (Quarterly)
Guide ↗
CHAPMAN FINANCIAL GROUP, LLC
· CIK 0002056577| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | TWO HARBORS INVENTMENT CORPO | — | 950,000 | $977K | 0.67% | SOLD |
| 2 | EOG | EOG RES INC | Energy | 1,405 | $148K | 0.10% | SOLD |
| 3 | SMCI | SUPER MICRO COMPUTER INC | Technology | 2,556 | $75K | 0.05% | SOLD |
| 4 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 699 | $37K | 0.03% | SOLD |
| 5 | TFLO | ISHARES TR | — | 615 | $31K | 0.02% | SOLD |
| 6 | AMAT | APPLIED MATLS INC | Technology | 70 | $18K | 0.01% | SOLD |
| 7 | BKLN | INVESCO EXCH TRADED FD TR II | — | 800 | $17K | 0.01% | SOLD |
| 8 | IWD | ISHARES TR | — | 42 | $9K | 0.01% | SOLD |
| 9 | SCHH | SCHWAB STRATEGIC TR | — | 7 | $147.0 | — | SOLD |
Sector Allocation
Technology
26.9%
Financial Services
16.8%
Consumer Defensive
10.7%
Healthcare
10.2%
Industrials
9.8%
Communication Services
8.3%
Consumer Cyclical
7.8%
Energy
4.0%
Utilities
2.7%
Real Estate
2.4%