Portfolio (Quarterly)
Guide ↗
M&T Bank Corp
· CIK 0000036270| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WING | WINGSTOP INC | Consumer Cyclical | 1,761 | $420K | 0.00% | SOLD |
| 22 | SCHM | SCHWAB STRATEGIC TR | — | 13,818 | $416K | 0.00% | SOLD |
| 23 | — | ONESTREAM INC | — | 22,118 | $407K | 0.00% | SOLD |
| 24 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 3,269 | $372K | 0.00% | SOLD |
| 25 | — | SYNOVUS FINL CORP | — | 7,240 | $363K | 0.00% | SOLD |
| 26 | — | CONFLUENT INC | — | 11,752 | $356K | 0.00% | SOLD |
| 27 | HBB | HAMILTON BEACH BRANDS HLDG C | Consumer Cyclical | 21,500 | $354K | 0.00% | SOLD |
| 28 | DFAS | DIMENSIONAL ETF TRUST | — | 4,868 | $339K | 0.00% | SOLD |
| 29 | ACWX | ISHARES TR | — | 5,050 | $339K | 0.00% | SOLD |
| 30 | RH | RH | Consumer Cyclical | 1,854 | $333K | 0.00% | SOLD |
| 31 | HEFA | ISHARES TR | — | 8,030 | $332K | 0.00% | SOLD |
| 32 | VCIT | VANGUARD SCOTTSDALE FDS | — | 3,765 | $315K | 0.00% | SOLD |
| 33 | STRA | STRATEGIC ED INC | Consumer Defensive | 3,809 | $305K | 0.00% | SOLD |
| 34 | ZG | ZILLOW GROUP INC | Communication Services | 4,476 | $305K | 0.00% | SOLD |
| 35 | — | AVIDITY BIOSCIENCES INC | — | 4,227 | $305K | 0.00% | SOLD |
| 36 | — | TEGNA INC | — | 15,341 | $298K | 0.00% | SOLD |
| 37 | ATRC | ATRICURE INC | Healthcare | 7,060 | $279K | 0.00% | SOLD |
| 38 | — | DAYFORCE INC | — | 3,982 | $275K | 0.00% | SOLD |
| 39 | WPP | WPP PLC NEW | Communication Services | 11,804 | $265K | 0.00% | SOLD |
| 40 | Z | ZILLOW GROUP INC | Communication Services | 3,786 | $259K | 0.00% | SOLD |
Sector Allocation
Technology
27.5%
Financial Services
15.6%
Healthcare
10.9%
Industrials
9.9%
Communication Services
8.2%
Consumer Cyclical
7.7%
Energy
6.3%
Consumer Defensive
6.1%
Basic Materials
3.4%
Utilities
2.5%