Glenn W. Welling - Engaged Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $392.24M |
Engaged Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 51.34% | |
| Industrials | 22.67% | |
| Healthcare | 12.50% | |
| Consumer Defensive | 7.21% | |
| Technology | 6.28% | |