Norbert Lou - Punch Card Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $216.63M |
Punch Card Management Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 53.44% | |
| ETF | 27.00% | |
| Consumer Cyclical | 16.76% | |
| Industrials | 2.79% | |