Soditic Asset Management LLP Portfolio Holdings by Sector

Soditic Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$18,042 19.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$17,635 19.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$13,141 14.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BIO 1 stocks	$10,615 11.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN DHI 2 stocks	$10,544 11.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$6,728 7.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$6,564 7.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$4,322 4.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BAX 1 stocks	$3,510 3.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$1,511 1.63% of portfolio	-	-	-	-	0 Calls 0 Puts

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