Fithian, LLC Portfolio Holdings by Sector

Fithian, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare IDXX TMO 2 stocks	$13.1 Million 27.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$7.95 Million 16.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$7.49 Million 15.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology TTD ADSK 2 stocks	$6.4 Million 13.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$5.51 Million 11.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4.07 Million 8.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$1.29 Million 2.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$559,651 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ VUG 2 stocks	$408,040 0.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$313,218 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$280,330 0.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$245,243 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$213,943 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts

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