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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 3 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 3,599.0 $1.8M 0.25% NEW $500.39
42 XLI SELECT SECTOR SPDR TR 9,559.0 $1.8M 0.24% NEW $185.23 -2.4%
43 VO VANGUARD INDEX FDS 20,374.0 $1.6M 0.23% NEW $80.57 +3.1%
44 IXUS ISHARES TR 16,529.0 $1.6M 0.22% NEW $95.44 +2.7%
45 EMR EMERSON ELEC CO Industrials 10,026.0 $1.4M 0.20% NEW $143.15 +8.9%
46 JNJ JOHNSON & JOHNSON Healthcare 5,611.0 $1.4M 0.20% NEW $253.97 +6.0%
47 KRE SPDR SERIES TRUST 19,032.0 $1.4M 0.20% NEW $74.85 +0.4%
48 IWM ISHARES TR 4,502.0 $1.4M 0.19% NEW $300.45 -0.2%
49 ANNALY CAPITAL MANAGEMENT IN 59,673.0 $1.3M 0.18% NEW $22.36
50 XOM EXXON MOBIL CORP Energy 8,815.0 $1.2M 0.17% NEW $136.72 +22.1%
51 CVS CVS HEALTH CORP Healthcare 11,407.0 $1.2M 0.16% NEW $103.45 -9.2%
52 SCHW SCHWAB CHARLES CORP Financial Services 12,655.0 $1.2M 0.16% NEW $92.27 +20.5%
53 IBB ISHARES TR 6,119.0 $1.2M 0.16% NEW $190.19 +12.0%
54 XLV SELECT SECTOR SPDR TR 7,213.0 $1.1M 0.16% NEW $158.66 +9.3%
55 META META PLATFORMS INC Communication Services 2,007.0 $1.1M 0.15% NEW $563.29 -2.6%
56 EFAX SPDR INDEX SHS FDS 20,814.0 $1.1M 0.15% NEW $54.12 +2.5%
57 VTIP VANGUARD MALVERN FDS 21,816.0 $1.1M 0.15% NEW $50.23 -0.8%
58 XLC SELECT SECTOR SPDR TR 10,206.0 $1.1M 0.15% NEW $107.13 +3.6%
59 ETN EATON CORP PLC Industrials 2,546.0 $1.1M 0.15% NEW $426.12 -1.3%
60 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,712.0 $1.1M 0.15% NEW $123.11 +31.0%
Page 3 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 41.3%
Technology 25.9%
Communication Services 6.5%
Consumer Cyclical 5.9%
Industrials 5.3%
Healthcare 5.1%
Consumer Defensive 3.5%
Energy 2.8%
Basic Materials 1.8%
Utilities 1.5%