February 2025

Portfolio holdings and performance details

Monthly Return
-0.05%
Portfolio Value
$13,215,082.30M
Portfolio Holdings
Stock positions for February 2025
CompanyTickerStart PriceEnd PriceDividendsGain
Tapestry Inc
TPR$72.94$85.42-+0.17%
Fox Corp
FOX$48.60$54.07-+0.11%
Targa Resources
TRGP$196.80$201.72-+0.03%
3M Co
MMM$152.20$155.12$0.7300+0.02%
Intl Paper
IP$55.63$56.35$0.4630+0.02%
Kyndryl Holdngs
KD$37.96$38.08-+0.00%
Cbre Group Inc
CBRE$144.74$141.94--0.02%
Discover Fin Sv
DFS$201.09$195.19$0.7000-0.03%
Vornado Rlty Tr
VNO$43.26$42.04--0.03%
Meta Platforms
META$689.18$668.20--0.03%
Interactive Brk
IBKR$217.44$204.40$0.2500-0.06%
Royal Caribbean
RCL$266.60$246.10--0.08%
United Airlines
UAL$105.84$93.81--0.11%
Synchrony Fin
SYF$68.98$60.68$0.2500-0.12%
Apollo Glbl Mgt
APO$170.98$149.27$0.4630-0.12%
Globus Medical
GMED$92.72$80.32--0.13%
Jefferies Finl
JEF$76.89$66.20$0.4000-0.13%
Carnival Corp
CCL$27.67$23.93--0.14%
Kkr & Co Inc
KKR$167.07$135.59$0.1750-0.19%
Vistra Corp
VST$168.03$133.66--0.20%