Bdl Capital Management Portfolio Holdings by Sector

Bdl Capital Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Farm Products \| Consumer Defensive DOLE 1 stocks	$77.9 Million 65.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$6.25 Million 5.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology ARRY FSLR 2 stocks	$5.68 Million 4.78% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PNR 1 stocks	$4.11 Million 3.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare QGEN 1 stocks	$3.99 Million 3.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ALC 1 stocks	$3.94 Million 3.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI 1 stocks	$3.84 Million 3.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW 1 stocks	$3.83 Million 3.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$3.69 Million 3.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$3.42 Million 2.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical STLA RACE 2 stocks	$1.27 Million 1.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Marine Shipping \| Industrials GOGL 1 stocks	$718,582 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRMD 1 stocks	$216,743 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$136,960 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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