PROFFITT & GOODSON INC
Top Portfolio Positions
192 positions ·
$107,056,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
55,512 | $36,101,674 | 33.72% | |
| NVDA |
Nvidia Corp
Technology
|
34,220 | $5,967,968 | 5.57% | |
| AAPL |
Apple Inc.
Technology
|
20,719 | $5,258,275 | 4.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,616 | $5,126,774 | 4.79% | |
| MSFT |
Microsoft Corp
Technology
|
11,111 | $4,112,958 | 3.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,467 | $3,585,010 | 3.35% | |
| AVGO |
Broadcom Inc.
Technology
|
6,956 | $2,152,951 | 2.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,870 | $1,726,719 | 1.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,561 | $1,706,431 | 1.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,269 | $1,532,394 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IPX
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,906 | 150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,427 | 150 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $34,545 | 700 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,050 | 700 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,593 | 700 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $24,080 | 700 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,589 | 700 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,753 | 700 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $10,437 | 700 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,482 | 700 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,839 | 700 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,645 | 500 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,024 | 200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $945 | 200 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,160 | 200 | Shares | Sole | 2022-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||