Portfolio (Quarterly)
Guide ↗
Smart Money Group LLC
· CIK 0001728866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NE | NOBLE CORP PLC | Energy | 10,719.0 | $400K | 0.10% | -30K | -73.7% | $37.30 | +25.3% |
| 22 | BX | BLACKSTONE INC | Financial Services | 3,391.0 | $399K | 0.10% | -74.0 | -2.1% | $117.67 | +22.0% |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,927.0 | $225K | 0.06% | -57.0 | -2.9% | $116.67 | +59.4% |
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
36.3%
Technology
21.7%
Industrials
10.9%
Consumer Cyclical
9.9%
Healthcare
6.7%
Consumer Defensive
5.3%
Communication Services
5.1%
Energy
3.1%
Utilities
1.0%