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	$18,743 22.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$15,631 18.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$13,141 15.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BIO 1 stocks	$8,664 10.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$7,209 8.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$6,273 7.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN 2 stocks	$5,538 6.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$4,182 4.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BAX 1 stocks	$3,092 3.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$1,325 1.58% of portfolio	-	-	-	-	0 Calls 0 Puts

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