Portfolio (Quarterly)
Guide ↗
Turn8 Private Wealth Inc.
· CIK 0002070026| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WM | WASTE MANAGEMENT INC | Industrials | 16,879 | $3.7M | 2.66% | SOLD |
| 2 | — | SIEMENS AG SPON ADR | — | 25,662 | $3.6M | 2.57% | SOLD |
| 3 | J | JACOB SOLUTIONS INC | Industrials | 25,915 | $3.4M | 2.46% | SOLD |
| 4 | COST | COSTCO WHOLESALE CORP | Consumer Defensive | 3,817 | $3.3M | 2.36% | SOLD |
| 5 | PDD | PDD HOLDINGS INC ADR | Consumer Cyclical | 24,446 | $2.8M | 1.99% | SOLD |
| 6 | PCAR | PACCAR INC | Industrials | 6,384 | $699K | 0.50% | SOLD |
| 7 | — | VANGUARD US TOTAL MKT ETF | — | 6,704 | $611K | 0.44% | SOLD |
| 8 | SHOP | SHOPIFY INC CL-A SVS | Technology | 1,698 | $274K | 0.20% | SOLD |
| 9 | PLTR | PALANTIR TECHS INC CL-A | Technology | 1,205 | $214K | 0.15% | SOLD |
| 10 | TSLA | TESLA INC | Consumer Cyclical | 275 | $124K | 0.09% | SOLD |
Sector Allocation
Technology
28.4%
Financial Services
28.2%
Energy
13.3%
Communication Services
11.1%
Consumer Cyclical
8.8%
Healthcare
5.5%
Consumer Defensive
4.8%