Portfolio (Quarterly)
Guide ↗
VOISARD ASSET MANAGEMENT GROUP, INC.
· CIK 0002011215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 74 | $396K | 0.09% | SOLD |
| 2 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,080 | $357K | 0.08% | SOLD |
| 3 | ORCL | ORACLE CORP | Technology | 1,215 | $237K | 0.05% | SOLD |
| 4 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 3,100 | $224K | 0.05% | SOLD |
| 5 | MDT | MEDTRONIC PLC | Healthcare | 2,284 | $219K | 0.05% | SOLD |
| 6 | BX | BLACKSTONE INC | Financial Services | 1,393 | $215K | 0.05% | SOLD |
Sector Allocation
Financial Services
39.8%
Technology
27.1%
Communication Services
10.9%
Industrials
6.2%
Energy
4.9%
Consumer Cyclical
4.6%
Healthcare
3.5%
Utilities
1.4%
Basic Materials
0.6%
Consumer Defensive
0.6%