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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 2,212.0 $94K 0.01% NEW $42.34 +16.8%
162 COP CONOCOPHILLIPS Energy 898.0 $93K 0.01% NEW $103.96 +29.7%
163 IVZ INVESCO LTD Financial Services 3,477.0 $92K 0.01% NEW $26.39 +21.3%
164 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 98.0 $92K 0.01% NEW $935.48 +1.3%
165 CRBN ISHARES TR 353.0 $89K 0.01% NEW $252.97 +2.4%
166 XLU SELECT SECTOR SPDR TR 1,954.0 $89K 0.01% NEW $45.34 -5.7%
167 VBR VANGUARD INDEX FDS 360.0 $87K 0.01% NEW $242.99 +2.5%
168 FITB FIFTH THIRD BANCORP Financial Services 1,551.0 $87K 0.01% NEW $56.37 -2.7%
169 IVE ISHARES TR 362.0 $82K 0.01% NEW $227.06 +4.5%
170 DVN DEVON ENERGY CORP NEW Energy 1,965.0 $81K 0.01% NEW $41.32 +18.8%
171 GSIE GOLDMAN SACHS ETF TR 1,733.0 $79K 0.01% NEW $45.70 +5.4%
172 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,330.0 $77K 0.01% NEW $57.62 +16.3%
173 CSX CSX CORP Industrials 1,557.0 $74K 0.01% NEW $47.53 +8.5%
174 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 154.0 $74K 0.01% NEW $477.57 -12.3%
175 JBHT HUNT J B TRANS SVCS INC Industrials 253.0 $73K 0.01% NEW $289.43 -4.8%
176 EAGG ISHARES TR 1,511.0 $72K 0.01% NEW $47.41 -1.6%
177 FDIS FIDELITY COVINGTON TRUST 695.0 $71K 0.01% NEW $102.84 +0.3%
178 V VISA INC Financial Services 206.0 $71K 0.01% NEW $343.09 +8.1%
179 SLV ISHARES SILVER TR Financial Services 1,320.0 $71K 0.01% NEW $53.47 +17.3%
180 TAN INVESCO EXCH TRADED FD TR II 1,132.0 $67K 0.01% NEW $59.15 -16.6%
Page 9 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%