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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 6 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICSH ISHARES TR 9,308.0 $471K 0.07% NEW $50.58 -0.1%
102 VB VANGUARD INDEX FDS 1,528.0 $463K 0.06% NEW $303.15 +0.5%
103 SUSC ISHARES TR 19,840.0 $459K 0.06% NEW $23.15 -2.2%
104 SPIB SPDR SERIES TRUST 13,132.0 $439K 0.06% NEW $33.46 -1.1%
105 CB CHUBB LIMITED Financial Services 1,275.0 $434K 0.06% NEW $340.74 +0.2%
106 CAT CATERPILLAR INC Industrials 400.0 $426K 0.06% NEW $1064.90 -22.0%
107 CAT PUT CATERPILLAR INC Industrials 400.0 $426K 0.06% NEW $1064.90 -22.0%
108 EEM ISHARES TR 6,222.0 $426K 0.06% NEW $68.41 -1.9%
109 ACGL ARCH CAP GROUP LTD Financial Services 3,843.0 $373K 0.05% NEW $97.06 +2.9%
110 ITOT ISHARES TR 2,206.0 $362K 0.05% NEW $164.27 +2.2%
111 MUB ISHARES TR 3,240.0 $349K 0.05% NEW $107.62 -2.1%
112 SUB ISHARES TR 3,025.0 $322K 0.04% NEW $106.47 -0.2%
113 IVV ISHARES TR 426.0 $319K 0.04% NEW $748.89 +2.7%
114 VOT VANGUARD INDEX FDS 899.0 $275K 0.04% NEW $306.30 -0.3%
115 KMI KINDER MORGAN INC DEL Energy 8,608.0 $275K 0.04% NEW $31.97 -2.7%
116 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,848.0 $273K 0.04% NEW $70.88 +2.4%
117 VOE VANGUARD INDEX FDS 1,323.0 $261K 0.04% NEW $197.60 +5.7%
118 XLF SELECT SECTOR SPDR TR 4,591.0 $246K 0.03% NEW $53.61 +7.2%
119 VGT VANGUARD WORLD FD 2,047.0 $245K 0.03% NEW $119.52 -1.1%
120 ABBV ABBVIE INC Healthcare 966.0 $243K 0.03% NEW $251.64 +5.6%
Page 6 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%