Portfolio (Quarterly)
Guide ↗
Wallace Hart LLC
· CIK 0002018963| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DIS | DISNEY WALT CO | Communication Services | 2,868 | $326K | 0.24% | SOLD |
| 22 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 526 | $318K | 0.23% | SOLD |
| 23 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,053 | $290K | 0.21% | SOLD |
| 24 | MINT | PIMCO ETF TR | — | 2,023 | $203K | 0.15% | SOLD |
| 25 | GOOGL | ALPHABET INC | Communication Services | 86 | $27K | 0.02% | SOLD |
Sector Allocation
Financial Services
76.3%
Energy
10.3%
Technology
6.7%
Industrials
3.8%
Consumer Cyclical
1.1%
Consumer Defensive
1.0%
Communication Services
0.5%
Healthcare
0.4%