BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

PROFFITT & GOODSON INC

· CIK 0001123812
13F Portfolio $728M AUM 298 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 298 New
Page 10 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LMT LOCKHEED MARTIN CORP Industrials 130.0 $66K 0.01% NEW $509.46 +10.6%
182 T AT&T INC Communication Services 3,136.0 $65K 0.01% NEW $20.70 +22.2%
183 VCIT VANGUARD SCOTTSDALE FDS 752.0 $62K 0.01% NEW $82.65 -1.9%
184 ICLN ISHARES TR 2,960.0 $61K 0.01% NEW $20.49 -14.2%
185 FDX FEDEX CORP Industrials 181.0 $57K 0.01% NEW $313.13 +3.8%
186 XYLD GLOBAL X FDS 1,359.0 $55K 0.01% NEW $40.79 +2.1%
187 TMO THERMO FISHER SCIENTIFIC INC Healthcare 110.0 $55K 0.01% NEW $501.36 +25.5%
188 VDE VANGUARD WORLD FD 359.0 $54K 0.01% NEW $150.13 +19.6%
189 MTN VAIL RESORTS INC Consumer Cyclical 365.0 $50K 0.01% NEW $136.15 +12.2%
190 PH PARKER-HANNIFIN CORP Industrials 48.0 $47K 0.01% NEW $978.12 +2.4%
191 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 160.0 $47K 0.01% NEW $293.18 +4.1%
192 VIG VANGUARD SPECIALIZED FUNDS 196.0 $46K 0.01% NEW $236.62 +3.1%
193 BDX BECTON DICKINSON & CO Healthcare 292.0 $44K 0.01% NEW $151.33 +26.9%
194 FCX FREEPORT MCMORAN INC Basic Materials 699.0 $44K 0.01% NEW $62.89 +21.9%
195 NYT NEW YORK TIMES CO MTN BE Communication Services 600.0 $42K 0.01% NEW $69.98 -6.1%
196 DHI D R HORTON INC Consumer Cyclical 238.0 $39K 0.01% NEW $162.88 -8.9%
197 OVV OVINTIV INC Energy 696.0 $37K 0.01% NEW $52.65 +26.9%
198 VGK VANGUARD INTL EQUITY INDEX F 345.0 $31K 0.00% NEW $88.54 +4.7%
199 ESGU ISHARES TR 183.0 $30K 0.00% NEW $163.67 +2.5%
200 ASX ASE TECHNOLOGY HLDG CO LTD Technology 652.0 $29K 0.00% NEW $45.12 -19.1%
Page 10 of 15  ·  298 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.4%
Technology 26.0%
Communication Services 6.3%
Consumer Cyclical 5.9%
Industrials 5.4%
Healthcare 5.1%
Consumer Defensive 3.5%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.5%