Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYX | SPDR SERIES TRUST | — | 10,329.0 | $580K | 0.08% | NEW | — | $56.19 | +9.1% |
| 2 | INTC | INTEL CORP | Technology | 14,399.0 | $531K | 0.07% | NEW | — | $36.90 | +263.1% |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 660.0 | $383K | 0.05% | NEW | — | $579.69 | -19.9% |
| 4 | SCHF | SCHWAB STRATEGIC TR | — | 11,954.0 | $287K | 0.04% | NEW | — | $24.04 | +17.4% |
| 5 | TT | TRANE TECHNOLOGIES PLC | Industrials | 682.0 | $266K | 0.04% | NEW | — | $389.40 | +24.1% |
| 6 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 948.0 | $230K | 0.03% | NEW | — | $242.83 | -2.8% |
| 7 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,596.0 | $219K | 0.03% | NEW | — | $84.23 | +19.5% |
| 8 | MU | MICRON TECHNOLOGY INC | Technology | 723.0 | $206K | 0.03% | NEW | — | $285.50 | +297.2% |
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
50.5%
Healthcare
19.4%
Consumer Cyclical
12.7%
Financial Services
6.4%
Communication Services
6.0%
Industrials
4.1%
Consumer Defensive
0.9%