Portfolio (Quarterly)
Guide ↗
Paller Financial Services Inc
· CIK 0002095931| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PLD | PROLOGIS INC. | Real Estate | 1,929.0 | $255K | 0.21% | — | — | $132.18 | +6.5% |
| 42 | IRM | IRON MTN INC DEL | Real Estate | 2,132.0 | $218K | 0.18% | NEW | — | $102.14 | +14.9% |
| 43 | VB | VANGUARD INDEX FDS | — | 804.0 | $211K | 0.17% | — | — | $261.92 | +14.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
90.0%
Energy
6.1%
Real Estate
2.0%
Technology
1.9%