Dahring | Cusmano LLC Portfolio Holdings by Sector
Dahring | Cusmano LLC
- $138 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG FBND XMHQ FBCG IAU VV FTEC TSPA 25 stocks |
$68.7 Million
92.07% of portfolio
|
  14  
|
  11  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.5 Million
2.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO TSCO 2 stocks |
$721,954
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC DTE 2 stocks |
$625,177
0.84% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$542,705
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$523,288
0.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$426,998
0.57% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$361,370
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$355,484
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$316,599
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$305,083
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$245,957
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|