Portfolio (Quarterly)
Guide ↗
CULTIVAR CAPITAL, INC.
· CIK 0001989476| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | NEE | NEXTERA ENERGY INC | Utilities | 2,400.0 | $223K | 0.14% | NEW | — | $92.88 | -4.7% |
| 42 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,431.0 | $222K | 0.14% | NEW | — | $50.20 | -3.7% |
| 43 | CVX | CHEVRON CORPORATION | Energy | 1,051.0 | $217K | 0.14% | NEW | — | $206.90 | -7.5% |
| 44 | TSLA | TESLA INC | Consumer Cyclical | 576.0 | $214K | 0.14% | — | — | $371.75 | +14.6% |
| 45 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,146.0 | $210K | 0.13% | — | — | $97.69 | +6.6% |
| 46 | — | BERKSHIRE HATHAWAY INC DEL | — | 435.0 | $208K | 0.13% | — | — | $479.20 | — |
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
Real Estate
35.6%
Financial Services
28.4%
Energy
8.9%
Healthcare
6.2%
Basic Materials
6.0%
Technology
5.5%
Industrials
3.3%
Utilities
3.2%
Communication Services
1.2%
Consumer Defensive
1.2%