Portfolio (Quarterly)
Guide ↗
BENNETT SELBY INVESTMENTS LP
· CIK 0001840740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZTS | ZOETIS INC | Healthcare | 10,337 | $1.3M | 0.42% | SOLD |
| 2 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 29,305 | $519K | 0.17% | SOLD |
| 3 | DOCU | DOCUSIGN INC | Technology | 7,290 | $499K | 0.16% | SOLD |
| 4 | POOL | POOL CORP | Industrials | 1,557 | $356K | 0.12% | SOLD |
| 5 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,916 | $300K | 0.10% | SOLD |
| 6 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 482 | $273K | 0.09% | SOLD |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 7,377 | $273K | 0.09% | SOLD |
| 8 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,605 | $228K | 0.07% | SOLD |
| 9 | BX | BLACKSTONE INC | Financial Services | 1,427 | $220K | 0.07% | SOLD |
| 10 | KKR | KKR & CO INC | — | 1,666 | $212K | 0.07% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
23.5%
Consumer Cyclical
22.4%
Communication Services
10.5%
Healthcare
4.3%
Industrials
4.1%
Consumer Defensive
2.7%