Portfolio (Quarterly)
Guide ↗
LAZARI CAPITAL MANAGEMENT, INC.
· CIK 0001986389| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UBRL | GRANITESHARES ETF TR | — | 6,800 | $240K | 0.08% | SOLD |
| 2 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,888 | $235K | 0.08% | SOLD |
| 3 | OKLO | OKLO INC | Utilities | 1,900 | $212K | 0.07% | SOLD |
| 4 | FAST | FASTENAL CO | Industrials | 4,224 | $207K | 0.07% | SOLD |
| 5 | WEC | WEC ENERGY GROUP INC | Utilities | 1,793 | $205K | 0.07% | SOLD |
| 6 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,275 | $204K | 0.07% | SOLD |
| 7 | EQNR | EQUINOR ASA | Energy | 8,329 | $203K | 0.07% | SOLD |
| 8 | VALE | VALE S A | Basic Materials | 10,078 | $109K | 0.04% | SOLD |
| 9 | — | LUMINAR TECHNOLOGIES INC | — | 10,322 | $20K | 0.01% | SOLD |
Sector Allocation
Technology
36.9%
Communication Services
20.9%
Consumer Cyclical
12.6%
Financial Services
10.4%
Healthcare
5.3%
Energy
5.1%
Industrials
4.2%
Consumer Defensive
2.1%
Utilities
1.3%
Real Estate
0.7%