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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 8 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPLX MPLX LP Energy 2,148.0 $121K 0.02% NEW $56.33 +3.7%
142 AGNC AGNC INVT CORP Real Estate 10,976.0 $120K 0.02% NEW $10.90 -0.1%
143 ET ENERGY TRANSFER L P Energy 6,257.0 $120K 0.02% NEW $19.12 +10.8%
144 MO ALTRIA GROUP INC Consumer Defensive 1,650.0 $119K 0.02% NEW $71.95 -8.1%
145 TFC TRUIST FINL CORP Financial Services 2,353.0 $117K 0.02% NEW $49.82 +1.2%
146 PM PHILIP MORRIS INTL INC Consumer Defensive 637.0 $115K 0.02% NEW $180.91 +4.0%
147 RF REGIONS FINANCIAL CORP NEW Financial Services 3,756.0 $113K 0.02% NEW $30.20 +0.7%
148 SO SOUTHERN CO Utilities 1,163.0 $111K 0.01% NEW $95.71 -7.1%
149 SPYX SPDR SERIES TRUST 1,816.0 $111K 0.01% NEW $61.10 +2.6%
150 VBK VANGUARD INDEX FDS 298.0 $109K 0.01% NEW $365.70 -1.9%
151 SPACE EXPLORATION TECHN CORP 626.0 $107K 0.01% NEW $170.86
152 GLD SPDR GOLD TR Financial Services 290.0 $107K 0.01% NEW $368.38 +14.9%
153 PPL PPL CORP Utilities 2,931.0 $107K 0.01% NEW $36.35 -5.4%
154 UPS UNITED PARCEL SVCS INC Industrials 990.0 $106K 0.01% NEW $107.50 -5.1%
155 KHC KRAFT HEINZ CO Consumer Defensive 4,300.0 $102K 0.01% NEW $23.62 +8.3%
156 IBM INTERNATIONAL BUSINESS MACHS Technology 346.0 $97K 0.01% NEW $281.21 -16.2%
157 HPQ HP INC Technology 4,428.0 $97K 0.01% NEW $21.94 +35.4%
158 IEMG ISHARES INC 1,150.0 $95K 0.01% NEW $82.84 -1.5%
159 PRU PRUDENTIAL FINL INC Financial Services 871.0 $94K 0.01% NEW $107.93 +12.2%
160 IRM IRON MTN INC DEL Real Estate 742.0 $94K 0.01% NEW $126.31 -3.4%
Page 8 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%