Portfolio (Quarterly)
Guide ↗
Hudock, Inc.
· CIK 0001543536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DIS | DISNEY WALT CO | Communication Services | 3,375.0 | $325K | 0.05% | -95.0 | -2.7% | $96.39 | +7.8% |
| 42 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,984.0 | $302K | 0.04% | -251.0 | -4.8% | $60.66 | -6.3% |
| 43 | COP | CONOCOPHILLIPS | Energy | 2,167.0 | $286K | 0.04% | -99.0 | -4.4% | $132.02 | -12.9% |
| 44 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 4,924.0 | $279K | 0.04% | -176.0 | -3.5% | $56.69 | -0.9% |
| 45 | MMM | 3M CO | Industrials | 1,876.0 | $273K | 0.04% | -27.0 | -1.4% | $145.29 | +5.0% |
| 46 | OKE | ONEOK INC NEW | Energy | 2,994.0 | $271K | 0.04% | -128.0 | -4.1% | $90.41 | -2.3% |
| 47 | MPC | MARATHON PETE CORP | Energy | 1,006.0 | $246K | 0.04% | -400.0 | -28.4% | $244.34 | +3.6% |
| 48 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,651.0 | $242K | 0.04% | -11.0 | -0.7% | $146.28 | -5.0% |
| 49 | CEG | CONSTELLATION ENERGY CORP | Utilities | 864.0 | $241K | 0.04% | -206.0 | -19.2% | $279.45 | +2.9% |
| 50 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,647.0 | $226K | 0.03% | -202.0 | -7.1% | $85.24 | +7.8% |
| 51 | ANET | ARISTA NETWORKS INC | Technology | 1,745.0 | $214K | 0.03% | -368.0 | -17.4% | $122.78 | +26.3% |
| 52 | TLT | ISHARES TR | — | 2,404.0 | $208K | 0.03% | -451.0 | -15.8% | $86.70 | -1.3% |
① 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
36.0%
Technology
19.9%
Healthcare
9.2%
Industrials
8.9%
Energy
6.2%
Consumer Defensive
5.6%
Communication Services
5.0%
Consumer Cyclical
4.1%
Utilities
2.8%
Basic Materials
1.9%