Portfolio (Quarterly)
Guide ↗
PATRON PARTNERS, LLC
· CIK 0001841768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 8,144 | $813K | 0.36% | SOLD |
| 2 | BND | VANGUARD BD INDEX FDS | — | 7,152 | $530K | 0.24% | SOLD |
| 3 | ABNB | AIRBNB INC | Consumer Cyclical | 2,579 | $350K | 0.16% | SOLD |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 690 | $323K | 0.14% | SOLD |
| 5 | ITA | ISHARES TR | — | 1,200 | $258K | 0.12% | SOLD |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 2,731 | $227K | 0.10% | SOLD |
| 7 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 930 | $208K | 0.09% | SOLD |
| 8 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,452 | $200K | 0.09% | SOLD |
Sector Allocation
Technology
24.3%
Financial Services
18.7%
Healthcare
11.1%
Consumer Cyclical
9.7%
Industrials
9.7%
Consumer Defensive
9.4%
Energy
6.6%
Communication Services
5.9%
Utilities
2.1%
Basic Materials
1.4%