Current Holdings 11 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| PG | Procter & Gamble | Consumer Staples | 7.7% | 53 | $143.79 | $143.79 | +0.0% |
| BF.B | Brown–Forman | Consumer Staples | 7.7% | 284 | $27.19 | $27.19 | +0.0% |
| BG | Bunge Global | Consumer Staples | 7.7% | 60 | $128.72 | $128.72 | +0.0% |
| CLX | Clorox Company | Consumer Staples | 7.7% | 76 | $101.23 | $101.23 | +0.0% |
| GIS | General Mills | Consumer Staples | 7.7% | 211 | $36.45 | $36.45 | +0.0% |
| HRL | Hormel Foods | Consumer Staples | 7.7% | 335 | $23.06 | $23.06 | +0.0% |
| HSY | Hershey | Consumer Staples | 7.7% | 36 | $213.62 | $213.62 | +0.0% |
| KHC | Kraft Heinz | Consumer Staples | 7.7% | 348 | $22.18 | $22.18 | +0.0% |
| KMB | Kimberly-Clark | Consumer Staples | 7.7% | 79 | $96.86 | $96.86 | +0.0% |
| PEP | PepsiCo | Consumer Staples | 7.7% | 49 | $156.38 | $156.38 | +0.0% |
| WMT | Walmart | Consumer Staples | 7.7% | 62 | $123.53 | $123.53 | +0.0% |
About This Portfolio
Investment Thesis
Steady Staples focuses on Food, beverages, household products — recession-resistant consumer companies.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 11 holdings that best align with the conservative income mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Consumer Staples theme.
Position sizing reflects an equal-weight approach with a 15% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Conservative Income
Inception Date
2026-03-30
AI Engine
Steady Staples Bot
Followers
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