Portfolio (Quarterly)
Guide ↗
Saranac Partners Ltd
· CIK 0002098745| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CENCORA INC | — | 4,837 | $1.6M | 0.64% | SOLD |
| 2 | SPGI | S&P GLOBAL INC | Financial Services | 2,305 | $1.2M | 0.47% | SOLD |
| 3 | TRUP | TRUPANION INC | Financial Services | 24,420 | $913K | 0.36% | SOLD |
| 4 | MTB | M & T BK CORP | Financial Services | 4,050 | $816K | 0.32% | SOLD |
| 5 | JPM | JPMORGAN CHASE & CO. | Financial Services | 882 | $284K | 0.11% | SOLD |
| 6 | OIH | VANECK ETF TRUST | — | 934 | $266K | 0.10% | SOLD |
| 7 | ETN | EATON CORP PLC | Industrials | 705 | $225K | 0.09% | SOLD |
| 8 | IEMG | ISHARES INC | — | 3,300 | $222K | 0.09% | SOLD |
Sector Allocation
Technology
33.5%
Healthcare
15.9%
Financial Services
13.9%
Consumer Cyclical
12.2%
Communication Services
9.4%
Industrials
7.0%
Consumer Defensive
4.3%
Basic Materials
3.0%
Energy
0.5%
Real Estate
0.1%