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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 7 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KLAC KLA CORP Technology 770.0 $232K 0.03% NEW $301.71 -38.9%
122 IEFA ISHARES TR 2,339.0 $226K 0.03% NEW $96.58 +4.4%
123 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 217.0 $209K 0.03% NEW $965.00 -11.2%
124 SCHE SCHWAB STRATEGIC TR 5,761.0 $209K 0.03% NEW $36.26 +2.0%
125 SCHA SCHWAB STRATEGIC TR 5,773.0 $209K 0.03% NEW $36.13 -3.6%
126 GOVT ISHARES TR 8,933.0 $203K 0.03% NEW $22.78 -1.5%
127 GOOG ALPHABET INC 551.0 $195K 0.03% NEW $353.33
128 WM WASTE MGMT INC DEL Industrials 854.0 $190K 0.03% NEW $222.88 +0.8%
129 NSC NORFOLK SOUTHN CORP Industrials 604.0 $190K 0.03% NEW $314.59 +11.2%
130 INTU INTUIT Technology 682.0 $178K 0.02% NEW $261.00 +40.1%
131 NFLX PUT NETFLIX INC. Communication Services 2,300.0 $164K 0.02% NEW $71.40 +11.6%
132 XLK SELECT SECTOR SPDR TR 810.0 $154K 0.02% NEW $190.52 -3.9%
133 KIM KIMCO REALTY CORP Real Estate 5,796.0 $147K 0.02% NEW $25.35 -5.3%
134 HD HOME DEPOT INC Consumer Cyclical 411.0 $145K 0.02% NEW $352.68 -4.8%
135 VTC VANGUARD SCOTTSDALE FDS 1,819.0 $140K 0.02% NEW $76.80 -2.2%
136 CVX CHEVRON CORPORATION Energy 817.0 $135K 0.02% NEW $165.76 +24.0%
137 FNDF SCHWAB STRATEGIC TR 2,545.0 $134K 0.02% NEW $52.76 +5.9%
138 OKE ONEOK INC NEW Energy 1,530.0 $133K 0.02% NEW $86.94 +7.5%
139 RITM RITHM CAPITAL CORP Real Estate 13,914.0 $131K 0.02% NEW $9.39 +9.3%
140 EPD ENTERPRISE PRODS PARTNERS L 3,314.0 $122K 0.02% NEW $36.76
Page 7 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%