Portfolio (Quarterly)
Guide ↗
DeDora Capital, Inc.
· CIK 0001717658| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CAT | CATERPILLAR INC | Industrials | 935.0 | $662K | 0.16% | +38.0 | +4.2% | $708.25 | +40.4% |
| 22 | MCO | MOODYS CORP | Financial Services | 1,376.0 | $600K | 0.15% | +61.0 | +4.6% | $436.25 | +3.1% |
| 23 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 2,280.0 | $470K | 0.12% | +139.0 | +6.5% | $206.09 | -18.6% |
| 24 | PEP | PEPSICO INC | Consumer Defensive | 2,878.0 | $447K | 0.11% | +138.0 | +5.0% | $155.31 | -8.4% |
| 25 | CME | CME GROUP INC | Financial Services | 1,429.0 | $422K | 0.10% | +94.0 | +7.0% | $295.35 | -21.6% |
| 26 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,719.0 | $398K | 0.10% | +45.0 | +1.7% | $146.28 | -22.4% |
| 27 | COIN | COINBASE GLOBAL INC | Financial Services | 2,163.0 | $378K | 0.09% | +156.0 | +7.8% | $174.61 | -14.0% |
| 28 | TEL | TE CONNECTIVITY PLC | Technology | 1,797.0 | $376K | 0.09% | +133.0 | +8.0% | $209.02 | -5.0% |
| 29 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,142.0 | $359K | 0.09% | +299.0 | +4.4% | $50.20 | -8.9% |
| 30 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 5,741.0 | $323K | 0.08% | +337.0 | +6.2% | $56.31 | +31.5% |
| 31 | DHR | DANAHER CORP DEL | Healthcare | 1,666.0 | $316K | 0.08% | +18.0 | +1.1% | $189.60 | -0.4% |
| 32 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,039.0 | $272K | 0.07% | +398.0 | +15.1% | $89.60 | +15.5% |
| 33 | AXP | AMERICAN EXPRESS CO | Financial Services | 876.0 | $265K | 0.07% | +8.0 | +0.9% | $302.48 | +13.3% |
| 34 | UPS | UNITED PARCEL SVCS INC | Industrials | 2,604.0 | $256K | 0.06% | +202.0 | +8.4% | $98.36 | +7.9% |
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
Technology
28.9%
Financial Services
17.4%
Consumer Cyclical
12.4%
Healthcare
11.6%
Communication Services
11.3%
Industrials
6.9%
Consumer Defensive
6.0%
Energy
2.4%
Basic Materials
1.6%
Utilities
1.3%