Connor Haley - Alta Fox Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 19 | |
| Portfolio Value | $367.90M |
Alta Fox Capital Management Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 39.39% | |
| Industrials | 21.45% | |
| Consumer Cyclical | 12.86% | |
| Communication Services | 9.04% | |
| Healthcare | 7.71% | |
| Financial Services | 3.73% | |
| Consumer Defensive | 1.81% | |