Portfolio (Quarterly)
Guide ↗
Bruce G. Allen Investments, LLC
· CIK 0002005409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ARGX | ARGENX SE SPONSORED ADR | Healthcare | 3 | $3K | 0.00% | SOLD |
| 42 | BN | BROOKFIELD CORP CL A LTD VT SH | Financial Services | 54 | $2K | 0.00% | SOLD |
| 43 | SAM | BOSTON BEER INC CL A | Consumer Defensive | 12 | $2K | 0.00% | SOLD |
| 44 | EFX | EQUIFAX INC COM | Industrials | 10 | $2K | 0.00% | SOLD |
| 45 | WTM | WHITE MTNS INS GROUP LTD COM | Financial Services | 1 | $2K | 0.00% | SOLD |
| 46 | GIL | GILDAN ACTIVEWEAR INC COM | Consumer Cyclical | 32 | $2K | 0.00% | SOLD |
| 47 | PRIM | PRIMORIS SVCS CORP COM | Industrials | 15 | $2K | 0.00% | SOLD |
| 48 | CBT | CABOT CORP COM | Basic Materials | 28 | $2K | 0.00% | SOLD |
| 49 | HQY | HEALTHEQUITY INC COM | Healthcare | 20 | $2K | 0.00% | SOLD |
| 50 | OTEX | OPEN TEXT CORP COM | Technology | 52 | $2K | 0.00% | SOLD |
| 51 | DOX | AMDOCS LTD SHS | Technology | 21 | $2K | 0.00% | SOLD |
| 52 | — | CIVITAS RESOURCES INC COM NEW | — | 62 | $2K | 0.00% | SOLD |
| 53 | AVY | AVERY DENNISON CORP COM | Industrials | 9 | $2K | 0.00% | SOLD |
| 54 | FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | Consumer Defensive | 16 | $2K | 0.00% | SOLD |
| 55 | RDN | RADIAN GROUP INC COM | Financial Services | 44 | $2K | 0.00% | SOLD |
| 56 | PATH | UIPATH INC CL A | Technology | 93 | $2K | 0.00% | SOLD |
| 57 | SITE | SITEONE LANDSCAPE SUPPLY INC COM | Industrials | 12 | $1K | 0.00% | SOLD |
| 58 | GTES | GATES INDL CORP PLC ORD SHS | Industrials | 66 | $1K | 0.00% | SOLD |
| 59 | IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | Consumer Cyclical | 10 | $1K | 0.00% | SOLD |
| 60 | PINS | PINTEREST INC CL A | Communication Services | 50 | $1K | 0.00% | SOLD |
Sector Allocation
Financial Services
35.8%
Technology
14.7%
Healthcare
10.5%
Industrials
9.7%
Consumer Defensive
7.4%
Consumer Cyclical
4.7%
Communication Services
4.0%
Energy
4.0%
Utilities
3.8%
Basic Materials
3.0%