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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 15 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IT GARTNER INC Technology 20.0 $3K NEW $129.65 +49.0%
282 WBD WARNER BROS DISCOVERY INC Communication Services 85.0 $2K NEW $26.67 +7.0%
283 PAAS PAN AMERN SILVER CORP Basic Materials 50.0 $2K NEW $44.80 +18.1%
284 WDC WESTERN DIGITAL CORP Technology 3.0 $2K NEW $639.00 -27.3%
285 SWK STANLEY BLACK & DECKER INC Industrials 17.0 $2K NEW $94.18 +5.6%
286 F FORD MTR CO Consumer Cyclical 115.0 $2K NEW $13.90 +4.0%
287 MRK MERCK & CO INC Healthcare 12.0 $2K NEW $128.50 +18.2%
288 CIEN CIENA CORP Technology 3.0 $1K NEW $490.67 -18.8%
289 HMC HONDA MOTOR CO LTD Consumer Cyclical 34.0 $922.0 NEW $27.12 +22.8%
290 CC CHEMOURS CO Basic Materials 43.0 $883.0 NEW $20.53 -21.7%
291 QUBT QUANTUM COMPUTING INC Technology 88.0 $854.0 NEW $9.70 -9.5%
292 NKE NIKE INC Consumer Cyclical 20.0 $821.0 NEW $41.05 -0.8%
293 AA ALCOA CORP Basic Materials 12.0 $626.0 NEW $52.17 -0.3%
294 RGTI RIGETTI COMPUTING INC Technology 24.0 $464.0 NEW $19.33 -8.5%
295 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4.0 $257.0 NEW $64.25 +15.9%
296 PKG PACKAGING CORP AMER Consumer Cyclical 1.0 $239.0 NEW $239.00 +5.9%
297 ELME COMMUNITIES 100.0 $148.0 NEW $1.48
298 CG CARLYLE GROUP INC Financial Services 10.0 $10.0 NEW $1.00 +4786.9%
Page 15 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%