Portfolio (Quarterly)
Guide ↗
Cornerstone National Bank & Trust Co
· CIK 0002104293| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 130 | $5K | 0.00% | SOLD |
| 22 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 100 | $5K | 0.00% | SOLD |
| 23 | ATO | ATMOS ENERGY CORP | Utilities | 32 | $5K | 0.00% | SOLD |
| 24 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 35 | $5K | 0.00% | SOLD |
| 25 | TXN | TEXAS INSTRS INC | Technology | 20 | $3K | 0.00% | SOLD |
| 26 | MDT | MEDTRONIC PLC | Healthcare | 32 | $3K | 0.00% | SOLD |
| 27 | ALLY | ALLY FINL INC | Financial Services | 64 | $3K | 0.00% | SOLD |
| 28 | TFC | TRUIST FINL CORP | Financial Services | 34 | $2K | 0.00% | SOLD |
| 29 | AXP | AMERICAN EXPRESS CO | Financial Services | 3 | $1K | — | SOLD |
Sector Allocation
Technology
43.1%
Financial Services
15.7%
Consumer Cyclical
12.4%
Industrials
8.7%
Energy
6.9%
Consumer Defensive
5.6%
Utilities
3.2%
Healthcare
2.7%
Communication Services
1.6%
Real Estate
0.1%