Portfolio (Quarterly)
Guide ↗
LODESTAR PRIVATE ASSET MANAGEMENT LLC
· CIK 0001963040| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HEI | HEICO CORP NEW | Industrials | 1,350 | $437K | 0.04% | SOLD |
| 2 | MCK | MCKESSON CORP | Healthcare | 520 | $427K | 0.04% | SOLD |
| 3 | ESIX | SPDR SERIES TRUST | — | 9,682 | $305K | 0.03% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,535 | $299K | 0.03% | SOLD |
| 5 | MSTR | STRATEGY INC | Technology | 1,888 | $287K | 0.03% | SOLD |
| 6 | VONE | VANGUARD SCOTTSDALE FDS | — | 913 | $282K | 0.03% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,311 | $233K | 0.02% | SOLD |
| 8 | IAU | ISHARES GOLD TR | Financial Services | 2,818 | $229K | 0.02% | SOLD |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 359 | $208K | 0.02% | SOLD |
| 10 | LH | LABCORP HOLDINGS INC | Healthcare | 823 | $206K | 0.02% | SOLD |
| 11 | AZO | AUTOZONE INC | Consumer Cyclical | 60 | $203K | 0.02% | SOLD |
Sector Allocation
Financial Services
48.0%
Technology
32.8%
Consumer Cyclical
6.9%
Communication Services
4.5%
Healthcare
2.3%
Consumer Defensive
2.2%
Energy
1.4%
Industrials
1.2%
Utilities
0.5%