Portfolio (Quarterly)
Guide ↗
Prospera Capital Management, LLC
· CIK 0002082673| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | BERKSHIRE HATHAWAY INC DEL | — | 449.0 | $226K | 0.11% | NEW | — | $502.65 | — |
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
Technology
49.2%
Financial Services
30.2%
Communication Services
7.9%
Energy
4.8%
Consumer Cyclical
3.9%
Consumer Defensive
2.1%
Utilities
1.8%