Portfolio (Quarterly)
Guide ↗
M.E. ALLISON & CO., INC.
· CIK 0001619532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SMCI | SUPER MICRO COMPUTER INC | Technology | 8,440 | $247K | 0.17% | SOLD |
| 2 | KKR | KKR & CO INC | Financial Services | 1,790 | $228K | 0.15% | SOLD |
| 3 | DIS | DISNEY WALT CO | Communication Services | 1,857 | $211K | 0.14% | SOLD |
| 4 | VCR | VANGUARD WORLD FD | — | 526 | $207K | 0.14% | SOLD |
| 5 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,010 | $201K | 0.14% | SOLD |
Sector Allocation
Technology
24.2%
Financial Services
16.2%
Healthcare
11.4%
Industrials
10.2%
Energy
9.1%
Communication Services
8.4%
Consumer Defensive
8.1%
Consumer Cyclical
7.2%
Utilities
3.4%
Basic Materials
1.5%