Portfolio (Quarterly)
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Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VO | VANGUARD INDEX FDS | — | 1,796.0 | $528K | 0.08% | NEW | — | $293.82 | -72.7% |
| 62 | GOOG | ALPHABET INC | Communication Services | 2,165.0 | $527K | 0.08% | NEW | — | $243.53 | +50.9% |
| 63 | ORCL | ORACLE CORP | Technology | 1,808.0 | $508K | 0.07% | NEW | — | $281.25 | -34.5% |
| 64 | ABT | ABBOTT LABS | Healthcare | 3,461.0 | $464K | 0.07% | NEW | — | $133.94 | -34.0% |
| 65 | HPQ | HP INC | Technology | 16,608.0 | $452K | 0.07% | NEW | — | $27.23 | -13.7% |
| 66 | SLV | ISHARES SILVER TR | Financial Services | 10,636.0 | $451K | 0.07% | NEW | — | $42.37 | +40.5% |
| 67 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,508.0 | $425K | 0.06% | NEW | — | $282.16 | -11.7% |
| 68 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,588.0 | $420K | 0.06% | NEW | — | $162.21 | +10.0% |
| 69 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,198.0 | $378K | 0.06% | NEW | — | $315.43 | +3.1% |
| 70 | IYW | ISHARES TR | — | 1,853.0 | $363K | 0.05% | NEW | — | $195.86 | +29.5% |
| 71 | ACN | ACCENTURE PLC IRELAND | Technology | 1,429.0 | $352K | 0.05% | NEW | — | $246.53 | -48.1% |
| 72 | CSCO | CISCO SYS INC | Technology | 4,923.0 | $337K | 0.05% | NEW | — | $68.42 | +74.7% |
| 73 | MRK | MERCK & CO INC | Healthcare | 4,004.0 | $336K | 0.05% | NEW | — | $83.93 | +35.7% |
| 74 | CAT | CATERPILLAR INC | Industrials | 675.0 | $322K | 0.05% | NEW | — | $477.19 | +106.6% |
| 75 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,470.0 | $313K | 0.05% | NEW | — | $212.60 | -5.2% |
| 76 | INFY | INFOSYS LTD | Technology | 18,883.0 | $307K | 0.04% | NEW | — | $16.27 | -35.0% |
| 77 | URI | UNITED RENTALS INC | Industrials | 312.0 | $298K | 0.04% | NEW | — | $954.66 | +12.8% |
| 78 | DMXF | ISHARES TR | — | 3,661.0 | $277K | 0.04% | NEW | — | $75.75 | +12.4% |
| 79 | EMR | EMERSON ELEC CO | Industrials | 2,087.0 | $274K | 0.04% | NEW | — | $131.16 | +14.9% |
| 80 | GILD | GILEAD SCIENCES INC | Healthcare | 2,425.0 | $269K | 0.04% | NEW | — | $111.01 | +11.5% |
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
51.2%
Healthcare
18.1%
Consumer Cyclical
14.7%
Communication Services
5.2%
Financial Services
4.9%
Industrials
4.4%
Consumer Defensive
1.5%