Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,983.0 | $606K | 0.09% | -245.0 | -11.0% | $305.56 | -8.8% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 2,842.0 | $530K | 0.07% | -497.0 | -14.9% | $186.53 | +13.0% |
| 23 | PAYX | PAYCHEX INC | Industrials | 4,424.0 | $496K | 0.07% | -271.0 | -5.8% | $112.18 | -12.4% |
| 24 | TXN | TEXAS INSTRS INC | Technology | 2,818.0 | $489K | 0.07% | -131.0 | -4.4% | $173.52 | +86.1% |
| 25 | ABT | ABBOTT LABS | Healthcare | 3,375.0 | $423K | 0.06% | -86.0 | -2.5% | $125.29 | -29.4% |
| 26 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,552.0 | $409K | 0.06% | -36.0 | -1.4% | $160.43 | +11.2% |
| 27 | CAT | CATERPILLAR INC | Industrials | 656.0 | $376K | 0.05% | -19.0 | -2.8% | $573.21 | +72.0% |
| 28 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,155.0 | $372K | 0.05% | -43.0 | -3.6% | $322.23 | +0.9% |
| 29 | IYW | ISHARES TR | — | 1,834.0 | $366K | 0.05% | -19.0 | -1.0% | $199.68 | +27.0% |
| 30 | CSCO | CISCO SYS INC | Technology | 4,617.0 | $356K | 0.05% | -306.0 | -6.2% | $77.03 | +55.2% |
| 31 | ACN | ACCENTURE PLC IRELAND | Technology | 1,300.0 | $349K | 0.05% | -129.0 | -9.0% | $268.22 | -52.3% |
| 32 | HPQ | HP INC | Technology | 15,086.0 | $336K | 0.05% | -2K | -9.2% | $22.28 | +5.5% |
| 33 | INFY | INFOSYS LTD | Technology | 18,119.0 | $323K | 0.05% | -764.0 | -4.0% | $17.82 | -40.7% |
| 34 | ORCL | ORACLE CORP | Technology | 1,614.0 | $315K | 0.04% | -194.0 | -10.7% | $194.86 | -5.4% |
| 35 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,242.0 | $301K | 0.04% | -228.0 | -15.5% | $242.29 | -16.8% |
| 36 | EMR | EMERSON ELEC CO | Industrials | 2,071.0 | $275K | 0.04% | -16.0 | -0.8% | $132.69 | +13.5% |
| 37 | DMXF | ISHARES TR | — | 3,634.0 | $273K | 0.04% | -27.0 | -0.7% | $75.17 | +13.3% |
| 38 | RTX | RTX CORPORATION | Industrials | 1,249.0 | $229K | 0.03% | -234.0 | -15.8% | $183.40 | +1.2% |
| 39 | META | META PLATFORMS INC | Communication Services | 339.0 | $224K | 0.03% | -21.0 | -5.8% | $660.19 | -12.6% |
| 40 | SCHM | SCHWAB STRATEGIC TR | — | 6,896.0 | $207K | 0.03% | -293.0 | -4.1% | $30.07 | +20.0% |
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%