Support Penke2ndVote Advisers Shareholders First
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAT.NYSE | Caterpillar Inc | USA | Industrials | Farm & Heavy Construction Machinery | 2024-09-30 | 8.676 | 0.752 | 44.1m | $1.7b | $17.1b |
| |||||||||||||
| DHI.NYSE | DR Horton Inc | USA | Consumer Cyclical | Residential Construction | 2024-09-30 | 3.813 | 0.092 | 12.6m | $1b | $1.9b |
| |||||||||||||
| EOG.NYSE | EOG Resources Inc | USA | Energy | Oil & Gas E&P | 2024-09-30 | 3.546 | 0.176 | 20.6m | $1b | $2.6b |
| |||||||||||||
| MPWR.NASDAQ | Monolithic Power Systems Inc | USA | Technology | Semiconductors | 2024-09-30 | 7.526 | 0.134 | 3.6m | $173.1m | $2.1b |
| |||||||||||||
| NOW.NYSE | ServiceNow Inc | USA | Technology | Software - Application | 2024-09-30 | 2.631 | 0.186 | 5.3m | $239.9m | $6b |
| |||||||||||||
| NVDA.NASDAQ | NVIDIA Corporation | USA | Technology | Semiconductors | 2024-07-31 | 0.815 | 0.416 | 20.1m | $47.1m | $2.7b |
|
Comments
How you think about this?