Portfolio (Quarterly)
Guide ↗
Macco Financial Group, Inc.
· CIK 0002111816| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | WFC | WELLS FARGO & CO | Financial Services | 2,600.0 | $215K | 0.14% | NEW | — | $82.64 | +4.9% |
| 22 | BWEN | BROADWIND INC | Industrials | 21,000.0 | $101K | 0.07% | NEW | — | $4.83 | -9.5% |
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
84.1%
Industrials
15.9%