Dahring | Cusmano LLC Portfolio Holdings by Sector

Dahring | Cusmano LLC

$110 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG FBND HYDB XMHQ VV FBCG IAU FTEC 28 stocks	$62 Million 87.85% of portfolio	28	-	28	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ LLY 3 stocks	$1.78 Million 2.53% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$975,783 1.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$657,289 0.93% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$602,546 0.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO TSCO 2 stocks	$588,702 0.83% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC DTE 2 stocks	$509,795 0.72% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$448,731 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$416,881 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$377,385 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$337,479 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$270,947 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$270,056 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$265,903 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$250,522 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$239,651 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$239,229 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$229,094 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$105,182 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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