Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | BIV | VANGUARD BD INDEX FDS | — | 15 | $1K | 0.00% | SOLD |
| 482 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 100 | $1K | 0.00% | SOLD |
| 483 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 8 | $1K | 0.00% | SOLD |
| 484 | LEN | LENNAR CORP | Consumer Cyclical | 13 | $1K | 0.00% | SOLD |
| 485 | — | AMCOR PLC | — | 28 | $1K | 0.00% | SOLD |
| 486 | PBI | PITNEY BOWES INC | Industrials | 100 | $1K | 0.00% | SOLD |
| 487 | HPQ | HP INC | Technology | 57 | $1K | 0.00% | SOLD |
| 488 | CDW | CDW CORP | Technology | 9 | $1K | 0.00% | SOLD |
| 489 | SCHA | SCHWAB STRATEGIC TR | — | 37 | $1K | 0.00% | SOLD |
| 490 | TSN | TYSON FOODS INC | Consumer Defensive | 17 | $1K | 0.00% | SOLD |
| 491 | SCHV | SCHWAB STRATEGIC TR | — | 36 | $1K | 0.00% | SOLD |
| 492 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 15 | $1K | 0.00% | SOLD |
| 493 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 7 | $1K | 0.00% | SOLD |
| 494 | MRNA | MODERNA INC | Healthcare | 21 | $1K | 0.00% | SOLD |
| 495 | — | HOLOGIC INC | — | 14 | $1K | 0.00% | SOLD |
| 496 | PODD | INSULET CORP | Healthcare | 5 | $1K | 0.00% | SOLD |
| 497 | TRMB | TRIMBLE INC | Technology | 16 | $1K | 0.00% | SOLD |
| 498 | — | APTIV PLC | — | 15 | $1K | 0.00% | SOLD |
| 499 | PTC | PTC INC | Technology | 7 | $998.0 | 0.00% | SOLD |
| 500 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 105 | $949.0 | — | 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%