Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 24 | $2K | 0.00% | SOLD |
| 422 | UDR | UDR INC | Real Estate | 54 | $2K | 0.00% | SOLD |
| 423 | AES | AES CORP | Utilities | 127 | $2K | 0.00% | SOLD |
| 424 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 10 | $2K | 0.00% | SOLD |
| 425 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 9 | $2K | 0.00% | SOLD |
| 426 | JBLU | JETBLUE AIRWAYS CORP | Industrials | 400 | $2K | 0.00% | SOLD |
| 427 | DTE | DTE ENERGY CO | Utilities | 12 | $2K | 0.00% | SOLD |
| 428 | RVTY | REVVITY INC | Healthcare | 20 | $2K | 0.00% | SOLD |
| 429 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 6 | $2K | 0.00% | SOLD |
| 430 | SJM | SMUCKER J M CO | Consumer Defensive | 18 | $2K | 0.00% | SOLD |
| 431 | LEE | LEE ENTERPRISES INC | Communication Services | 200 | $2K | 0.00% | SOLD |
| 432 | DNUT | KRISPY KREME INC | Consumer Defensive | 500 | $2K | 0.00% | SOLD |
| 433 | WDAY | WORKDAY INC | Technology | 13 | $2K | 0.00% | SOLD |
| 434 | NTRS | NORTHERN TR CORP | Financial Services | 12 | $2K | 0.00% | SOLD |
| 435 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 17 | $2K | 0.00% | SOLD |
| 436 | CCL | CARNIVAL CORP | Consumer Cyclical | 63 | $2K | 0.00% | SOLD |
| 437 | STLD | STEEL DYNAMICS INC | Basic Materials | 9 | $2K | 0.00% | SOLD |
| 438 | SMCI | SUPER MICRO COMPUTER INC | Technology | 70 | $2K | 0.00% | SOLD |
| 439 | RJF | RAYMOND JAMES FINL INC | Financial Services | 11 | $2K | 0.00% | SOLD |
| 440 | DXCM | DEXCOM INC | Healthcare | 25 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
38.1%
Technology
15.9%
Healthcare
14.5%
Industrials
13.9%
Consumer Defensive
9.5%
Consumer Cyclical
4.6%
Communication Services
3.5%