Portfolio (Quarterly)
Guide ↗
UDINE WEALTH MANAGEMENT, INC.
· CIK 0001907240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | Industrials | 32,258.0 | $4.4M | 2.14% | -5K | -13.8% | $135.49 | +86.6% |
| 2 | INTC | INTEL CORP | Technology | 55,984.0 | $2.5M | 1.21% | -14K | -20.2% | $44.13 | +117.1% |
| 3 | LMND | LEMONADE INC | Financial Services | 31,438.0 | $2.0M | 0.96% | -2K | -7.3% | $62.68 | -14.8% |
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
40.2%
Financial Services
27.4%
Consumer Cyclical
15.1%
Industrials
12.8%
Energy
3.5%
Healthcare
1.1%