Glenn W. Welling - Engaged Capital Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 7 | |
| Portfolio Value | $357.62M |
Engaged Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 52.63% | |
| Healthcare | 18.43% | |
| Consumer Defensive | 16.73% | |
| Industrials | 12.22% | |