Holdings (Monthly)
Guide ↗
Icon Consumer Select
· SCM Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | The Hartford Insurance Group Inc. | HIG | Mar 2026 | 12,020 | $1.6M | 6.48% | EC |
| 2 | Visa Inc | V | Mar 2026 | 5,100 | $1.5M | 6.14% | EC |
| 3 | Koninklijke Ahold Delhaize NV | ADRNY | Mar 2026 | 33,019 | $1.5M | 6.13% | EC |
| 4 | Renaissancere Holdings Ltd. | RNR | Mar 2026 | 5,150 | $1.5M | 6.10% | EC |
| 5 | Arch Capital Group Ltd. | ACGL | Mar 2026 | 15,200 | $1.5M | 5.82% | EC |
| 6 | American Express Company | AXP | Mar 2026 | 4,800 | $1.5M | 5.79% | EC |
| 7 | LPL Financial Holdings Inc. | LPLA | Mar 2026 | 4,711 | $1.4M | 5.65% | EC |
| 8 | Coca-Cola Europacific Partners PLC | CCEP | Mar 2026 | 15,452 | $1.4M | 5.58% | EC |
| 9 | Equitable Holdings Inc | EQH | Mar 2026 | 36,700 | $1.4M | 5.43% | EC |
| 10 | Huntington Bancshares Incorporated | HBAN | Mar 2026 | 86,316 | $1.4M | 5.38% | EC |
| 11 | Gildan Activewear Inc. | GIL | Mar 2026 | 21,700 | $1.2M | 4.81% | EC |
| 12 | eBay Inc. | EBAY | Mar 2026 | 11,980 | $1.1M | 4.35% | EC |
| 13 | Voya Financial Inc | VOYA | Mar 2026 | 15,733 | $1.1M | 4.28% | EC |
| 14 | MasterCard Incorporated | MA | Mar 2026 | 2,100 | $1.0M | 4.18% | EC |
| 15 | Everest Group Ltd | EG | Mar 2026 | 3,200 | $1.0M | 4.17% | EC |
| 16 | Assurant Inc. | AIZ | Mar 2026 | 4,742 | $1.0M | 4.12% | EC |
| 17 | Fidelity National Financial, Inc. | FNF | Mar 2026 | 20,500 | $951K | 3.79% | EC |
| 18 | RH | RH | Mar 2026 | 5,400 | $755K | 3.01% | EC |
| 19 | Visteon Corporation | VC | Mar 2026 | 7,800 | $711K | 2.83% | EC |
| 20 | Boston Beer Co Inc | SAM | Mar 2026 | 2,520 | $581K | 2.31% | EC |
| 21 | Brunswick Corporation | BC | Mar 2026 | 7,003 | $510K | 2.03% | EC |
| 22 | Gentherm Inc | THRM | Mar 2026 | 12,800 | $356K | 1.42% | EC |
| 23 | First American Funds Inc. | FGXXX | Mar 2026 | 69,899 | $70K | 0.28% | STIV |