HoyleCohen as of March 31, 2021
Portfolio Holdings for HoyleCohen
HoyleCohen holds 4 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Middleby Corporation (MIDD) | 41.0 | $381k | 2.3k | 165.65 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 27.4 | $255k | 2.9k | 87.93 | |
| Delta Air Lines Inc Del Com New (DAL) | 22.2 | $206k | 4.3k | 48.35 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 9.4 | $87k | 18k | 4.86 |
