Portfolio (Quarterly)
Guide ↗
Markowski Investments
· CIK 0002149795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | CEF | SPROTT PHYSICAL GLD SLVR | Financial Services | 657.0 | $26K | 0.01% | NEW | — | $40.23 | +17.7% |
| 282 | GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | Financial Services | 143.0 | $26K | 0.01% | NEW | — | $181.15 | +15.8% |
| 283 | ARKK | ARK ETF TR | — | 320.0 | $26K | 0.01% | NEW | — | $80.82 | +6.2% |
| 284 | — | MILLROSE PPTYS INC CLASS A | — | 851.0 | $26K | 0.01% | NEW | — | $30.05 | — |
| 285 | CLSK | CLEANSPARK INC | Technology | 1,700.0 | $25K | 0.01% | NEW | — | $14.55 | -17.7% |
| 286 | ADI | ANALOG DEVICES INC | Technology | 61.0 | $24K | 0.01% | NEW | — | $397.16 | -5.4% |
| 287 | ALL | ALLSTATE CORP | Financial Services | 100.0 | $24K | 0.01% | NEW | — | $237.94 | +7.6% |
| 288 | HPE | HEWLETT PACKARD ENTERPRI | Technology | 526.0 | $24K | 0.01% | NEW | — | $45.11 | +18.3% |
| 289 | GDX | VANECK ETF TRUST | — | 314.0 | $24K | 0.01% | NEW | — | $75.48 | +36.1% |
| 290 | WDC | WESTERN DIGITAL CORP | Technology | 37.0 | $24K | 0.01% | NEW | — | $638.73 | -27.1% |
| 291 | ZTS | ZOETIS INC CLASS A | Healthcare | 325.0 | $23K | 0.01% | NEW | — | $71.86 | +8.4% |
| 292 | GDMN | WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND | — | 318.0 | $23K | 0.01% | NEW | — | $72.41 | +47.2% |
| 293 | NSP | INSPERITY INC | Industrials | 554.0 | $23K | 0.01% | NEW | — | $41.29 | +27.2% |
| 294 | OHI | OMEGA HEALTHCARE INVS INC | Real Estate | 474.0 | $23K | 0.01% | NEW | — | $47.68 | -2.1% |
| 295 | — | GAMESTOP CORP | — | 1,020.0 | $23K | 0.01% | NEW | — | $22.08 | — |
| 296 | CRVS | CORVUS PHARMACEUTICALS I | Healthcare | 1,500.0 | $22K | 0.01% | NEW | — | $14.94 | -3.5% |
| 297 | BLV | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | — | 325.0 | $22K | 0.01% | NEW | — | $68.93 | -4.5% |
| 298 | TEM | TEMPUS AI INC CLASS A | Healthcare | 386.0 | $22K | 0.01% | NEW | — | $57.93 | +23.0% |
| 299 | ORA | ORMAT TECHNOLOGIES INC | Utilities | 202.0 | $22K | 0.01% | NEW | — | $108.90 | +0.2% |
| 300 | XLU | SELECT SECTOR SPDR TR | — | 483.0 | $22K | 0.01% | NEW | — | $45.29 | -5.0% |
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
Technology
35.9%
Financial Services
17.0%
Communication Services
10.9%
Consumer Cyclical
7.9%
Energy
6.0%
Consumer Defensive
5.6%
Industrials
5.4%
Healthcare
5.0%
Utilities
3.8%
Real Estate
2.2%