Portfolio (Quarterly)
Guide ↗
Runnymede Capital Advisors, Inc.
· CIK 0002054540| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | EGP | EASTGROUP PPTYS INC REIT | Real Estate | 4,933 | $879K | 0.51% | SOLD |
| 42 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 1,154 | $870K | 0.50% | SOLD |
| 43 | DHR | DANAHER CORP | Healthcare | 3,658 | $837K | 0.48% | SOLD |
| 44 | CDNS | CADENCE DESIGN SYS INC | Technology | 2,561 | $801K | 0.46% | SOLD |
| 45 | NOW | SERVICENOW INC | Technology | 5,135 | $787K | 0.45% | SOLD |
| 46 | ORCL | ORACLE CORP | Technology | 4,033 | $786K | 0.45% | SOLD |
| 47 | SNY | SANOFI | Healthcare | 15,632 | $758K | 0.44% | SOLD |
| 48 | — | BYD CO LTD | — | 53,841 | $652K | 0.38% | SOLD |
| 49 | VOO | VANGUARD S P 500 ETF | — | 992 | $622K | 0.36% | SOLD |
| 50 | MAS | MASCO CORP | Industrials | 7,311 | $464K | 0.27% | SOLD |
| 51 | IMCV | ISHARES MORNINGSTAR MID CAP ETF | — | 5,504 | $453K | 0.26% | SOLD |
| 52 | INTU | INTUIT | Technology | 683 | $452K | 0.26% | SOLD |
| 53 | EFA | ISHARES MSCI EAFE ETF | — | 3,695 | $355K | 0.20% | SOLD |
| 54 | PLTR | PALANTIR TECHNOLOGIES INCLASS | Technology | 1,870 | $332K | 0.19% | SOLD |
| 55 | QCOM | QUALCOMM INC | Technology | 1,695 | $290K | 0.17% | SOLD |
| 56 | FIW | FIRST TRUST ISE WATER INDEX ETF | — | 2,315 | $252K | 0.14% | SOLD |
| 57 | IWP | ISHARES RUSSELL MID CAP GROWTH ETF | — | 1,660 | $227K | 0.13% | SOLD |
| 58 | STZ | CONSTELLATION BRANDS INCCLASS | Consumer Defensive | 1,580 | $218K | 0.13% | SOLD |
Sector Allocation
Technology
47.3%
Financial Services
21.0%
Communication Services
12.0%
Consumer Cyclical
9.5%
Energy
6.6%
Healthcare
1.8%
Consumer Defensive
1.3%
Utilities
0.3%
Industrials
0.3%