Asset Manager
← All Institutions
Touchstone Capital, Inc.
Market Value
$0
Holdings
49
+24
New Purchases
0
Added To
0
Closed
49
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 26 | $0 | 0% |
| Large Cap | 14 | $0 | 0% |
| Mid Cap | 4 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$746.0B
Median Market Cap
$311.8B
Avg P/E
38.3
Median P/E
27.6
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
38
# ETFs / Funds
11
Top Holdings (49 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | —% | — | — | — | -$2M | -15,020 | -100.0% | SOLD |
| 2 | V | —% | — | — | — | -$1M | -4,269 | -100.0% | SOLD |
| 3 | PSX | —% | — | — | — | -$237K | -1,745 | -100.0% | SOLD |
| 4 | VEEV | —% | — | — | — | -$9M | -30,964 | -100.0% | SOLD |
| 5 | GE | —% | — | — | — | -$207K | -688 | -100.0% | SOLD |
| 6 | HD | —% | — | — | — | -$814K | -2,009 | -100.0% | SOLD |
| 7 | ABBV | —% | — | — | — | -$245K | -1,057 | -100.0% | SOLD |
| 8 | BHP | —% | — | — | — | -$334K | -5,997 | -100.0% | SOLD |
| 9 | CAT | —% | — | — | — | -$495K | -1,038 | -100.0% | SOLD |
| 10 | JPM | —% | — | — | — | -$3M | -7,991 | -100.0% | SOLD |
| 11 | EQT | —% | — | — | — | -$203K | -3,725 | -100.0% | SOLD |
| 12 | BAC | —% | — | — | — | -$266K | -5,161 | -100.0% | SOLD |
| 13 | NSC | —% | — | — | — | -$655K | -2,180 | -100.0% | SOLD |
| 14 | CTRA | —% | — | — | — | -$9M | -362,399 | -100.0% | SOLD |
| 15 | CI | —% | — | — | — | -$368K | -1,276 | -100.0% | SOLD |
| 16 | COP | —% | — | — | — | -$296K | -3,130 | -100.0% | SOLD |
| 17 | LLY | —% | — | — | — | -$2M | -2,142 | -100.0% | SOLD |
| 18 | MA | —% | — | — | — | -$956K | -1,680 | -100.0% | SOLD |
| 19 | JNJ | —% | — | — | — | -$1M | -5,838 | -100.0% | SOLD |
| 20 | PPG | —% | — | — | — | -$552K | -5,256 | -100.0% | SOLD |
| 21 | GNTX | —% | — | — | — | -$9M | -330,412 | -100.0% | SOLD |
| 22 | COST | —% | — | — | — | -$794K | -857 | -100.0% | SOLD |
| 23 | IDCC | —% | — | — | — | -$842K | -2,438 | -100.0% | SOLD |
| 24 | AMZN | —% | — | — | — | -$7M | -29,723 | -100.0% | SOLD |
| 25 | AAPL | —% | — | — | — | -$12M | -46,000 | -100.0% | SOLD |
| 26 | MSFT | —% | — | — | — | -$12M | -23,915 | -100.0% | SOLD |
| 27 | HON | —% | — | — | — | -$978K | -4,644 | -100.0% | SOLD |
| 28 | MNST | —% | — | — | — | -$10M | -143,358 | -100.0% | SOLD |
| 29 | META | —% | — | — | — | -$4M | -5,978 | -100.0% | SOLD |
| 30 | EQAL | —% | — | — | — | -$286K | -5,496 | -100.0% | SOLD |
| 31 | IFRA | —% | — | — | — | -$18M | -334,779 | -100.0% | SOLD |
| 32 | SPY | —% | — | — | — | -$1M | -2,104 | -100.0% | SOLD |
| 33 | WMT | —% | — | — | — | -$961K | -9,323 | -100.0% | SOLD |
| 34 | AVGO | —% | — | — | — | -$4M | -13,022 | -100.0% | SOLD |
| 35 | GOOGL | —% | — | — | — | -$8M | -32,441 | -100.0% | SOLD |
| 36 | SDVY | —% | — | — | — | -$1M | -32,687 | -100.0% | SOLD |
| 37 | BIZD | —% | — | — | — | -$15M | -1,037,143 | -100.0% | SOLD |
| 38 | IUSG | —% | — | — | — | -$356K | -2,163 | -100.0% | SOLD |
| 39 | MORN | —% | — | — | — | -$6M | -26,228 | -100.0% | SOLD |
| 40 | NVDA | —% | — | — | — | -$13M | -67,942 | -100.0% | SOLD |
| 41 | RDVY | —% | — | — | — | -$1M | -20,331 | -100.0% | SOLD |
| 42 | TSLA | —% | — | — | — | -$3M | -7,592 | -100.0% | SOLD |
| 43 | TOPT | —% | — | — | — | -$11M | -357,153 | -100.0% | SOLD |
| 44 | CGDV | —% | — | — | — | -$281K | -6,674 | -100.0% | SOLD |
| 45 | NFLX | —% | — | — | — | -$1M | -976 | -100.0% | SOLD |
| 46 | BRK-B | —% | — | — | — | -$3M | -5,735 | -100.0% | SOLD |
| 47 | ORCL | —% | — | — | — | -$1M | -4,027 | -100.0% | SOLD |
| 48 | PSP | —% | — | — | — | -$16M | -234,679 | -100.0% | SOLD |
| 49 | MBSF | —% | — | — | — | -$949K | -37,259 | -100.0% | SOLD |