Portfolio (Quarterly)
Guide ↗
Decker Retirement Planning Inc.
· CIK 0001975700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGRO | ADECOAGRO S A | Consumer Defensive | 308,170 | $4.6M | 2.10% | SOLD |
| 2 | ASML | ASML HLDG NV | Technology | 3,202 | $4.2M | 1.92% | SOLD |
| 3 | PLAB | PHOTRONICS INC | Technology | 97,385 | $3.9M | 1.78% | SOLD |
| 4 | VIAV | VIAVI SOLUTIONS INC | Technology | 112,424 | $3.7M | 1.70% | SOLD |
| 5 | IPGP | IPG PHOTONICS CORP | Technology | 32,618 | $3.7M | 1.69% | SOLD |
| 6 | FORM | FORMFACTOR INC | Technology | 38,348 | $3.7M | 1.69% | SOLD |
| 7 | ET | ENERGY TRANSFER L P | Energy | 8,320 | $161K | 0.07% | SOLD |
| 8 | PFE | PFIZER INC | Healthcare | 5,000 | $140K | 0.06% | SOLD |
| 9 | — | AIM ETF PRODUCTS TRUST | — | 1,973 | $52K | 0.02% | SOLD |
| 10 | — | NEBIUS GROUP N.V. | — | 500 | $52K | 0.02% | SOLD |
| 11 | XOM | EXXON MOBIL CORP | Energy | 276 | $47K | 0.02% | SOLD |
| 12 | EBAY | EBAY INC. | Consumer Cyclical | 400 | $36K | 0.02% | SOLD |
| 13 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 888 | $34K | 0.01% | SOLD |
| 14 | SIXO | AIM ETF PRODUCTS TRUST | — | 997 | $34K | 0.01% | SOLD |
| 15 | OCTW | AIM ETF PRODUCTS TRUST | — | 608 | $23K | 0.01% | SOLD |
| 16 | SEPW | AIM ETF PRODUCTS TRUST | — | 666 | $21K | 0.01% | SOLD |
| 17 | — | AIM ETF PRODUCTS TRUST | — | 701 | $20K | 0.01% | SOLD |
| 18 | SEPT | AIM ETF PRODUCTS TRUST | — | 565 | $19K | 0.01% | SOLD |
| 19 | VGK | VANGUARD INTL EQUITY INDEX F | — | 232 | $19K | 0.01% | SOLD |
| 20 | PYPL | PAYPAL HLDGS INC | Financial Services | 400 | $18K | 0.01% | SOLD |
Sector Allocation
Technology
77.3%
Healthcare
9.7%
Industrials
6.6%
Financial Services
3.0%
Consumer Cyclical
1.8%
Communication Services
1.0%
Utilities
0.2%
Real Estate
0.1%
Basic Materials
0.1%
Consumer Defensive
0.1%