Portfolio (Quarterly)
Guide ↗
SUMITOMO MITSUI FINANCIAL GROUP, INC.
· CIK 0001022837| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 700 | $151K | 0.00% | SOLD |
| 22 | ORCL PUT | ORACLE CORP | Technology | 1,000 | $147K | 0.00% | SOLD |
| 23 | COF | CAPITAL ONE FINL CORP | Financial Services | 700 | $128K | 0.00% | SOLD |
| 24 | XOM | EXXON MOBIL CORP | Energy | 700 | $119K | 0.00% | SOLD |
| 25 | ARM PUT | ARM HOLDINGS PLC | Technology | 700 | $106K | 0.00% | SOLD |
| 26 | AMAT | APPLIED MATLS INC | Technology | 300 | $103K | 0.00% | SOLD |
| 27 | ARM | ARM HOLDINGS PLC | Technology | 677 | $102K | 0.00% | SOLD |
| 28 | JNJ | JOHNSON & JOHNSON | Healthcare | 305 | $75K | 0.00% | SOLD |
| 29 | TGT | TARGET CORP | Consumer Defensive | 600 | $73K | 0.00% | SOLD |
| 30 | CAT | CATERPILLAR INC | Industrials | 100 | $71K | 0.00% | SOLD |
| 31 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 400 | $69K | 0.00% | SOLD |
| 32 | TMUS | T-MOBILE US INC | Communication Services | 300 | $63K | 0.00% | SOLD |
| 33 | WMT | WALMART INC | Consumer Defensive | 500 | $62K | 0.00% | SOLD |
| 34 | GM | GENERAL MTRS CO | Consumer Cyclical | 800 | $60K | 0.00% | SOLD |
| 35 | UPS | UNITED PARCEL SVCS INC | Industrials | 600 | $59K | 0.00% | SOLD |
| 36 | UNP | UNION PAC CORP | Industrials | 200 | $49K | 0.00% | SOLD |
| 37 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 195 | $47K | 0.00% | SOLD |
| 38 | CCL | CARNIVAL CORP | Consumer Cyclical | 1,226 | $32K | 0.00% | SOLD |
| 39 | ZS | ZSCALER INC | Technology | 100 | $14K | — | SOLD |
| 40 | USMV | ISHARES TR | — | 10 | $927.0 | — | SOLD |
Sector Allocation
Financial Services
79.3%
Technology
10.6%
Consumer Cyclical
2.7%
Industrials
2.1%
Healthcare
1.4%
Communication Services
1.3%
Consumer Defensive
1.2%
Energy
0.8%
Basic Materials
0.6%
Utilities
0.0%