Portfolio (Quarterly)
Guide ↗
BAXTER BROS INC
· CIK 0001096783| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 15,042 | $764K | 0.09% | SOLD |
| 2 | ADBE | ADOBE INC | Technology | 1,260 | $441K | 0.05% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,351 | $358K | 0.04% | SOLD |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 921 | $323K | 0.04% | SOLD |
| 5 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 843 | $278K | 0.03% | SOLD |
| 6 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,064 | $258K | 0.03% | SOLD |
| 7 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,405 | $238K | 0.03% | SOLD |
| 8 | ABT | ABBOTT LABS | Healthcare | 1,827 | $229K | 0.03% | SOLD |
| 9 | SCHG | SCHWAB STRATEGIC TR | — | 6,225 | $203K | 0.02% | SOLD |
Sector Allocation
Financial Services
26.3%
Industrials
18.0%
Technology
16.7%
Energy
11.2%
Communication Services
10.1%
Healthcare
5.2%
Consumer Cyclical
4.8%
Consumer Defensive
4.5%
Basic Materials
1.8%
Utilities
1.4%