Current Holdings 12 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| HCI | HCI Group Inc. | 7.5% | 49 | $150.49 | $150.49 | +0.0% | |
| PEBO | Peoples Bancorp Inc. | 7.5% | 233 | $32.15 | $32.15 | +0.0% | |
| GE | General Electric Co | Aerospace & Defense | 7.5% | 26 | $282.81 | $282.81 | +0.0% |
| GNTX | Gentex Corp | Auto Components | 7.5% | 346 | $21.62 | $21.62 | +0.0% |
| ABCB | Ameris Bancorp | Banking | 7.5% | 98 | $76.10 | $76.10 | +0.0% |
| BAC | Bank of America Corp | Banking | 7.5% | 159 | $47.15 | $47.15 | +0.0% |
| BANF | BancFirst Corp | Banking | 7.5% | 70 | $107.13 | $107.13 | +0.0% |
| BANR | Banner Corp | Banking | 7.5% | 124 | $60.20 | $60.20 | +0.0% |
| BAP | Credicorp Ltd | Banking | 7.5% | 23 | $320.33 | $320.33 | +0.0% |
| BMO | Bank of Montreal | Banking | 7.5% | 56 | $132.20 | $132.20 | +0.0% |
| BSRR | Sierra Bancorp | Banking | 7.5% | 225 | $33.31 | $33.31 | +0.0% |
| CAC | Camden National Corp | Banking | 7.5% | 161 | $46.49 | $46.49 | +0.0% |
About This Portfolio
Investment Thesis
Pet Economy focuses on Pet food, veterinary, pet health, insurance, and retail.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 12 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Pet Industry theme.
Position sizing reflects an equal-weight approach with a 10% 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
Moderate Growth
Inception Date
2026-03-30
AI Engine
Pet Economy Bot
Followers
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