Portfolio (Quarterly)
Guide ↗
Union Bancaire Privee, UBP SA
· CIK 0001716607| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 158 | $46K | 0.00% | SOLD |
| 42 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 123 | $42K | 0.00% | SOLD |
| 43 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 1,190 | $23K | — | SOLD |
| 44 | GOVT | ISHARES TR | — | 952 | $22K | — | SOLD |
| 45 | UL | UNILEVER PLC | Consumer Defensive | 341 | $20K | — | SOLD |
| 46 | COP | CONOCOPHILLIPS | Energy | 275 | $20K | — | SOLD |
| 47 | LOW | LOWES COS INC | Consumer Cyclical | 73 | $19K | — | SOLD |
| 48 | MLP | MAUI LD & PINEAPPLE INC | Real Estate | 950 | $18K | — | SOLD |
| 49 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 265 | $17K | — | SOLD |
| 50 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 1,446 | $16K | — | SOLD |
| 51 | DLB | DOLBY LABORATORIES INC | Technology | 211 | $15K | — | SOLD |
| 52 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 74 | $15K | — | SOLD |
| 53 | TTE | TOTALENERGIES SE | Energy | 212 | $13K | — | SOLD |
| 54 | — | SPIRIT AEROSYSTEMS HLDGS INC | — | 300 | $12K | — | SOLD |
| 55 | BIIB | BIOGEN INC | Healthcare | 82 | $11K | — | SOLD |
| 56 | MMM | 3M CO | Industrials | 68 | $10K | — | SOLD |
| 57 | TUSK | MAMMOTH ENERGY SVCS INC | Industrials | 4,230 | $10K | — | SOLD |
| 58 | INTC | INTEL CORP | Technology | 259 | $9K | — | SOLD |
| 59 | SNY | SANOFI | Healthcare | 190 | $9K | — | SOLD |
| 60 | DEO | DIAGEO PLC | Consumer Defensive | 76 | $7K | — | SOLD |
Sector Allocation
Technology
46.9%
Financial Services
16.4%
Communication Services
10.8%
Consumer Cyclical
7.4%
Industrials
6.8%
Healthcare
5.7%
Consumer Defensive
2.2%
Energy
1.3%
Utilities
1.2%
Basic Materials
0.9%