Portfolio (Quarterly)
Guide ↗
Ethos Capital Management, Inc.
· CIK 0002106214| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TT | TRANE TECHNOLOGIES PLC | Industrials | 5,103 | $2.1M | 1.82% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 6,619 | $1.5M | 1.28% | SOLD |
| 3 | T | AT&T INC | Communication Services | 49,070 | $1.4M | 1.22% | SOLD |
| 4 | VST | VISTRA CORP | Utilities | 6,074 | $913K | 0.78% | SOLD |
| 5 | — | INGERSOLL RAND INC | — | 4,500 | $361K | 0.31% | SOLD |
Sector Allocation
Technology
46.4%
Financial Services
21.2%
Consumer Cyclical
10.2%
Energy
6.1%
Healthcare
5.9%
Communication Services
4.3%
Industrials
2.4%
Basic Materials
2.3%
Utilities
1.3%