Girard Partners LTD.

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$1.1B

Reporting period: 2024-06-30 · Number of holdings: 259

GIRARD PARTNERS LTD. disclosed 259 holdings in its latest 13F filing for the period ending 2024-06-30, with total reported value of $1.1B and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration: 9.98
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 52.12
Diversification: 100
Sizing Uniformity: 76.58

Recent moves

Add AAPL
-2.3%　$11.7M
Add AVGO
+112.1%　$7.4M
Add SPYM
+2.3%　$4.7M
Trim MKSI
-63.6%　-$4.8M
Add GOOGL
-4.2%　$3.8M
Trim TMO
-12.4%　-$3.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	7.40%	+0.48%	+2.27%
2	VXUS	Vanguard Total Intl Stock	ETF-Other	7.03%	+0.15%	+1.68%
3	AAPL	Apple INC	Stock-Tech	6.63%	+1.13%	-2.31%
4	MSFT	Microsoft CORP	Stock-Tech	4.16%	+0.19%	-1.78%
5	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	3.90%	+0.06%	+1.90%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	2.65%	+0.06%	-4.97%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.63%	+0.37%	-4.15%
8	META	Meta Platforms Inc-class A	Stock-Comm Services	2.13%	+0.07%	-1.09%
9	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-Other	2.06%	+0.07%	+5.47%
10	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.98%	—	+1.46%
11	XLE	Ss Energy Select Sector	ETF-Other	1.96%	-0.15%	-3.99%
12	BLKCHF	Blackrock INC	Stock-Other	1.69%	-0.12%	-1.92%
13	AMAT	Applied Materials INC	Stock-Tech	1.63%	+0.12%	-6.32%
14	NEE	Nextera Energy INC	Stock-Utilities	1.61%	+0.14%	-1.79%
15	V	Visa Inc-class A Shares	Stock-Financials	1.44%	-0.11%	-1.71%
16	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.44%	-0.28%	-12.41%
17	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.31%	+0.15%	-3.12%
18	UNH	Unitedhealth Group INC	Stock-Healthcare	1.22%	—	-1.56%
19	AVGO	Broadcom INC	Stock-Tech	1.15%	+0.70%	+112.13%
20	AMT	American Tower CORP	Stock-Real Estate	1.14%	—	+1.40%
21	REGN	Regeneron Pharmaceuticals	Stock-Healthcare	1.08%	+0.09%	-1.01%
22	ROP	Roper Technologies INC	Stock-Tech	1.04%	—	-0.34%
23	SPGI	S&p Global INC	Stock-Financials	0.96%	+0.05%	-0.09%
24	MUB	Ishares National Muni Bond E	ETF-Other	0.96%	—	-1.82%
25	CRM	Salesforce INC	Stock-Tech	0.91%	-0.14%	+1.92%
26	ZTS	Zoetis INC	Stock-Healthcare	0.87%	—	+0.78%
27	AXP	American Express Co	Stock-Financials	0.80%	—	-1.66%
28	HON	Honeywell International INC	Stock-Industrials	0.77%	—	-0.97%
29	JPM	Jpmorgan Chase & Co	Stock-Financials	0.75%	-0.06%	-9.03%
30	SHW	Sherwin-williams Co/the	Stock-Materials	0.75%	-0.14%	-3.11%
31	TEL	TE Connectivity plc	Stock-Tech	0.71%	—	-0.38%
32	FDX	Fedex CORP	Stock-Industrials	0.68%	—	+0.88%
33	HD	Home Depot INC	Stock-Consumer Disc	0.68%	-0.14%	-8.62%
34	ACN	Accenture plc	Stock-Tech	0.66%	—	+15.11%
35	NVDA	Nvidia CORP	Stock-Tech	0.65%	+0.07%	+724.20%
36	A	Agilent Technologies INC	Stock-Healthcare	0.64%	-0.07%	+1.45%
37	SWKS	Skyworks Solutions INC	Stock-Tech	0.63%	-0.17%	-21.22%
38	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.60%	—	+0.40%
39	LHX	L3harris Technologies INC	Stock-Industrials	0.60%	—	+1.17%
40	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.59%	—	-4.99%
41	EL	Estee Lauder Companies-cl A	Stock-Consumer Staples	0.59%	-0.26%	+0.46%
42	TJX	Tjx Companies INC	Stock-Consumer Disc	0.59%	+0.09%	+8.60%
43	NKE	Nike INC -cl B	Stock-Consumer Disc	0.59%	-0.14%	+0.30%
44	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.57%	—	+8.28%
45	SSNC	Ss&c Technologies Holdings	Stock-Tech	0.56%	—	+0.61%
46	AMGN	Amgen INC	Stock-Healthcare	0.54%	—	-1.24%
47	CRL	Charles River Laboratories	Stock-Healthcare	0.54%	-0.16%	+0.35%
48	SCHW	Schwab (charles) CORP	Stock-Financials	0.51%	+0.05%	+8.29%
49	VTV	Vanguard Value ETF	ETF-Other	0.48%	—	+0.79%
50	ANETEUR	Arista Networks INC	Stock-Other	0.47%	+0.08%	+0.09%

1–50 of 259

Portfolio Performance

Performance for Q3 2026

+4%

Performance Last 4 Quarters

+20.6%

Based on 77% of reported portfolio value with available pricing

Stdev: +11.4%
Beta: +0.84
Alpha: -1.2%
Max Drawdown: -7.4%
Annualized Perf: +14.5%
Batting Avg vs S&P: +38.9%
Sortino: +2.35
Stutzer: +0.37
Treynor: +0.17
Sterling: +0.88
Calmar: +1.95
Information Ratio: -1.12
Tracking Error: +3.8%
Stdev Down: +6.1%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +28.8%
Worst 12 Months: +5.5%
Efficiency Ratio: +0.49
Sharpe: +1.25
Stdev Sectors: +8.7%
Skewness: -0.04
Kurtosis: -0.11
Upside Potential: +4.01

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-06-30	259	$1.1B	0	1SPYM 2VXUS 3AAPL Top holdings2024-06-30 1.SPYM 2.VXUS 3.AAPL 4.MSFT 5.SPAB 6.AMZN 7.GOOGL 8.META 9.SPTL 10.IUSB
2024-03-31	262	$1.1B	0	1SPYM 2VXUS 3AAPL Top holdings2024-03-31 1.SPYM 2.VXUS 3.AAPL 4.MSFT 5.SPAB 6.AMZN 7.GOOGL 8.XLE 9.META 10.SPTL
2023-12-31	246	$985.4M	0	1AAPL 2SPYM 3VXUS Top holdings2023-12-31 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.AMZN 7.GOOGL 8.IUSB 9.XLE 10.IWR
2023-09-30	243	$886.3M	0	1AAPL 2SPYM 3VXUS Top holdings2023-09-30 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.XLE 7.GOOGL 8.AMZN 9.IUSB 10.IWR
2023-06-30	252	$946.7M	0	1AAPL 2SPYM 3VXUS Top holdings2023-06-30 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.AMZN 7.XLE 8.GOOGL 9.IUSB 10.IWR
2023-03-31	252	$904.4M	0	1AAPL 2SPYM 3VXUS Top holdings2023-03-31 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.XLE 7.IUSB 8.AMZN 9.TMO 10.BLKCHF
2022-12-31	260	$882.6M	0	1AAPL 2SPYM 3VXUS Top holdings2022-12-31 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.XLE 7.IUSB 8.IWR 9.UNH 10.BLKCHF
2022-09-30	231	$753.5M	0	1AAPL 2SPYM 3VXUS Top holdings2022-09-30 1.AAPL 2.SPYM 3.VXUS 4.SPAB 5.MSFT 6.XLE 7.IWR 8.AMZN 9.UNH 10.TMO
2022-06-30	218	$784.0M	0	1AAPL 2SPYM 3SPAB Top holdings2022-06-30 1.AAPL 2.SPYM 3.SPAB 4.VXUS 5.MSFT 6.IWR 7.XLE 8.BLKCHF 9.TMO 10.AMZN
2022-03-31	247	$913.7M	0	1AAPL 2SPYM 3SPAB Top holdings2022-03-31 1.AAPL 2.SPYM 3.SPAB 4.MSFT 5.VXUS 6.AMZN 7.BLKCHF 8.XLE 9.IWR 10.TMO
2021-12-31	257	$920.1M	0	1AAPL 2SPAB 3MSFT Top holdings2021-12-31 1.AAPL 2.SPAB 3.MSFT 4.SPYM 5.BLKCHF 6.HD 7.AMZN 8.BNDX 9.TMO 10.V
2021-09-30	252	$792.0M	0	1AAPL 2SPAB 3MSFT Top holdings2021-09-30 1.AAPL 2.SPAB 3.MSFT 4.SPYM 5.BLKCHF 6.HD 7.AMZN 8.V 9.META 10.TMO
2021-06-30	261	$778.1M	94	1AAPL 2SPAB 3MSFT Top holdings2021-06-30 1.AAPL 2.SPAB 3.MSFT 4.SPYM 5.BLKCHF 6.HD 7.AMZN 8.V 9.XLE 10.META
2021-03-31	215	$693.3M	12	1AAPL 2SPAB 3MSFT Top holdings2021-03-31 1.AAPL 2.SPAB 3.MSFT 4.SPYM 5.BLKCHF 6.HD 7.DIS 8.V 9.AMZN 10.UNH
2020-12-31	208	$649.3M	15	1AAPL 2SPAB 3MSFT Top holdings2020-12-31 1.AAPL 2.SPAB 3.MSFT 4.BLKCHF 5.SPYM 6.DIS 7.V 8.HD 9.AMZN 10.UNH
2020-09-30	210	$597.6M	18	1AAPL 2SPAB 3MSFT Top holdings2020-09-30 1.AAPL 2.SPAB 3.MSFT 4.HD 5.BLKCHF 6.SPYM 7.AMZN 8.V 9.AMGN 10.BNDX
2020-06-30	207	$554.0M	17	1AAPL 2SPAB 3MSFT Top holdings2020-06-30 1.AAPL 2.SPAB 3.MSFT 4.BLKCHF 5.HD 6.AMZN 7.V 8.SPYM 9.BNDX 10.INTC
2020-03-31	206	$500.3M	25	1AAPL 2SPAB 3MSFT Top holdings2020-03-31 1.AAPL 2.SPAB 3.MSFT 4.BNDX 5.BLKCHF 6.AMZN 7.HD 8.INTC 9.V 10.SPYM
2019-12-31	227	$605.0M	16	1AAPL 2BNDX 3SPAB Top holdings2019-12-31 1.AAPL 2.BNDX 3.SPAB 4.MSFT 5.BLKCHF 6.HD 7.V 8.INTC 9.DIS 10.AMGN
2019-09-30	212	$537.1M	13	1AAPL 2SPAB 3MSFT Top holdings2019-09-30 1.AAPL 2.SPAB 3.MSFT 4.HD 5.BLKCHF 6.BNDX 7.V 8.INTC 9.DIS 10.AMZN
2019-06-30	232	$566.8M	11	1AAPL 2SPAB 3MSFT Top holdings2019-06-30 1.AAPL 2.SPAB 3.MSFT 4.V 5.BLKCHF 6.HD 7.AMZN 8.DIS 9.INTC 10.BNDX
2019-03-31	235	$536.4M	18	1AAPL 2SPAB 3MSFT Top holdings2019-03-31 1.AAPL 2.SPAB 3.MSFT 4.V 5.INTC 6.HD 7.BLKCHF 8.AMZN 9.BNDX 10.JNJ
2018-12-31	239	$475.9M	27	1AAPL 2SPAB 3MSFT Top holdings2018-12-31 1.AAPL 2.SPAB 3.MSFT 4.V 5.BNDX 6.INTC 7.BLKCHF 8.HD 9.JNJ 10.DIS
2018-09-30	988	$563.8M	16	1AAPL 2MSFT 3V Top holdings2018-09-30 1.AAPL 2.MSFT 3.V 4.SPAB 5.HD 6.BLKCHF 7.AMZN 8.JNJ 9.INTC 10.AMGN
2018-06-30	262	$529.6M	32	1AAPL 2V 3MSFT Top holdings2018-06-30 1.AAPL 2.V 3.MSFT 4.BLKCHF 5.SPAB 6.HD 7.JNJ 8.INTC 9.AMZN 10.UNH
2018-03-31	244	$427.6M	32	1BLKCHF 2MSFT 3V Top holdings2018-03-31 1.BLKCHF 2.MSFT 3.V 4.JNJ 5.INTC 6.SPAB 7.HD 8.VTV 9.UNP 10.CSCO
2017-12-31	280	$521.7M	21	1AAPL 2JNJ 3BLKCHF Top holdings2017-12-31 1.AAPL 2.JNJ 3.BLKCHF 4.V 5.MSFT 6.HD 7.INTC 8.SPAB 9.MO 10.VTV
2017-09-30	258	$484.3M	11	1AAPL 2JNJ 3AGG Top holdings2017-09-30 1.AAPL 2.JNJ 3.AGG 4.BLKCHF 5.V 6.MSFT 7.HD 8.XOM 9.DIS 10.MO
2017-06-30	265	$461.9M	15	1AAPL 2JNJ 3AGG Top holdings2017-06-30 1.AAPL 2.JNJ 3.AGG 4.BLKCHF 5.MO 6.V 7.MSFT 8.DIS 9.HD 10.XOM
2017-03-31	229	$413.9M	23	1AAPL 2JNJ 3DIS Top holdings2017-03-31 1.AAPL 2.JNJ 3.DIS 4.BLKCHF 5.MO 6.AGG 7.V 8.MSFT 9.XOM 10.HD
2016-12-31	220	$344.4M	18	1AAPL 2DIS 3BLKCHF Top holdings2016-12-31 1.AAPL 2.DIS 3.BLKCHF 4.XOM 5.AGG 6.JNJ 7.MSFT 8.V 9.HD 10.VBR
2016-09-30	201	$300.4M	19	1AAPL 2JNJ 3BLKCHF Top holdings2016-09-30 1.AAPL 2.JNJ 3.BLKCHF 4.DIS 5.V 6.MSFT 7.XOM 8.INTC 9.HD 10.UNP
2016-06-30	190	$262.8M	21	1AAPL 2JNJ 3BLKCHF Top holdings2016-06-30 1.AAPL 2.JNJ 3.BLKCHF 4.DIS 5.XOM 6.VFC 7.HD 8.V 9.MSFT 10.VBR
2016-03-31	187	$228.8M	17	1AAPL 2BLKCHF 3JNJ Top holdings2016-03-31 1.AAPL 2.BLKCHF 3.JNJ 4.HD 5.DIS 6.VFC 7.VBR 8.MSFT 9.XOM 10.V
2015-12-31	170	$207.0M	20	1AAPL 2BLKCHF 3HD Top holdings2015-12-31 1.AAPL 2.BLKCHF 3.HD 4.JNJ 5.VBR 6.DIS 7.XOM 8.VFC 9.MSFT 10.V
2015-09-30	151	$176.4M	21	1AAPL 2VBR 3HD Top holdings2015-09-30 1.AAPL 2.VBR 3.HD 4.BLKCHF 5.VFC 6.JNJ 7.XOM 8.DIS 9.UNP 10.UTXZ
2015-06-30	149	$178.9M	13	1AAPL 2UTXZ 3VBR Top holdings2015-06-30 1.AAPL 2.UTXZ 3.VBR 4.BLKCHF 5.XOM 6.JNJ 7.HD 8.VFC 9.CVX 10.KMI
2015-03-31	143	$168.7M	14	1AAPL 2UTXZ 3XOM Top holdings2015-03-31 1.AAPL 2.UTXZ 3.XOM 4.BLKCHF 5.JNJ 6.KMI 7.UNP 8.HD 9.VFC 10.CVX
2014-12-31	144	$159.9M	21	1AAPL 2UTXZ 3XOM Top holdings2014-12-31 1.AAPL 2.UTXZ 3.XOM 4.JNJ 5.BLKCHF 6.UNP 7.KMI 8.CVX 9.HD 10.VFC
2014-09-30	137	$149.4M	13	1AAPL 2XOM 3JNJ Top holdings2014-09-30 1.AAPL 2.XOM 3.JNJ 4.UTXZ 5.CVX 6.BLKCHF 7.UNP 8.KMI 9.MCD 10.HD
2014-06-30	137	$144.8M	17	1AAPL 2XOM 3UTXZ Top holdings2014-06-30 1.AAPL 2.XOM 3.UTXZ 4.CVX 5.JNJ 6.BLKCHF 7.MCD 8.UNP 9.MMM 10.KMI
2014-03-31	140	$140.9M	17	1AAPL 2XOM 3UTXZ Top holdings2014-03-31 1.AAPL 2.XOM 3.UTXZ 4.JNJ 5.CVX 6.MCD 7.MMM 8.PG 9.KO 10.BAX
2013-12-31	130	$125.9M	0	1AAPL 2XOM 3UTXZ Top holdings2013-12-31 1.AAPL 2.XOM 3.UTXZ 4.CVX 5.JNJ 6.MCD 7.PG 8.MMM 9.KO 10.KMI

Holding changes this quarter

Girard Partners LTD.'s most significant position changes for 2024-06-30: Sold out: Lowe's Cos INC (LOW); New buy: Exlservice Holdings INC (EXLS); New buy: Gartner INC (IT); Trim: Apple INC (AAPL) — shares -2.31%; Add: Broadcom INC (AVGO) — shares +112.13%.

Position changes disclosed by Girard Partners LTD. for the quarter ending 2024-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	+1.1%	-2.31%	Trim
2	AVGO	Broadcom INC	+0.7%	+112.13%	Add
3	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.5%	+2.27%	Add
4	GOOGL	Alphabet Inc-cl A	+0.4%	-4.15%	Trim
5	MSFT	Microsoft CORP	+0.2%	-1.78%	Trim
6	EXLS	Exlservice Holdings INC	+0.2%	NEW	New buy
7	COST	Costco Wholesale CORP	+0.2%	-3.12%	Trim
8	VXUS	Vanguard Total Intl Stock	+0.2%	+1.68%	Add
9	NEE	Nextera Energy INC	+0.1%	-1.79%	Trim
10	IT	Gartner INC	+0.1%	NEW	New buy
11	AMAT	Applied Materials INC	+0.1%	-6.32%	Trim
12	TJX	Tjx Companies INC	+0.1%	+8.60%	Add
13	REGN	Regeneron Pharmaceuticals	+0.1%	-1.01%	Trim
14	ANETEUR	Arista Networks INC	+0.1%	+0.09%	Add
15	NVDA	Nvidia CORP	+0.1%	+724.20%	Add
16	META	Meta Platforms Inc-class A	+0.1%	-1.09%	Trim
17	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	+0.1%	+5.47%	Add
18	AMZN	Amazon.com INC	+0.1%	-4.97%	Trim
19	SPAB	Ss Spdr P Agg Bond ETF	+0.1%	+1.90%	Add
20	SCHW	Schwab (charles) CORP	+0.1%	+8.29%	Add
21	SPGI	S&p Global INC	+0.1%	-0.09%	Trim
22	LNTH	Lantheus Holdings INC	0%	-4.36%	Trim
23	MNST	Monster Beverage CORP	0%	-2.74%	Trim
24	LW	Lamb Weston Holdings INC	0%	+0.09%	Add
25	VEEV	Veeva Systems Inc-class A	-0.1%	-1.95%	Trim
26	BMY	Bristol-myers Squibb Co	-0.1%	-9.06%	Trim
27	JPM	Jpmorgan Chase & Co	-0.1%	-9.03%	Trim
28	VTWO	Vanguard Russell 2000 ETF	-0.1%	-40.15%	Trim
29	A	Agilent Technologies INC	-0.1%	+1.45%	Add
30	TSLA	Tesla INC	-0.1%	-38.31%	Trim
31	DAR	Darling Ingredients INC	-0.1%	-3.93%	Trim
32	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	-21.18%	Trim
33	DOX	Amdocs Limited	-0.1%	-70.44%	Trim
34	IWR	Ishares Russell Mid-cap ETF	-0.1%	-26.14%	Trim
35	ULTA	Ulta Beauty INC	-0.1%	-0.93%	Trim
36	V	Visa Inc-class A Shares	-0.1%	-1.71%	Trim
37	BLKCHF	Blackrock INC	-0.1%	-1.92%	Trim
38	SHW	Sherwin-williams Co/the	-0.1%	-3.11%	Trim
39	HD	Home Depot INC	-0.1%	-8.62%	Trim
40	VRSK	Verisk Analytics INC	-0.1%	-58.92%	Trim
41	POOL	Pool CORP	-0.1%	+0.26%	Add
42	NKE	Nike INC -cl B	-0.1%	+0.30%	Add
43	CRM	Salesforce INC	-0.1%	+1.92%	Add
44	XLE	Ss Energy Select Sector	-0.2%	-3.99%	Trim
45	CRL	Charles River Laboratories	-0.2%	+0.35%	Add
46	SWKS	Skyworks Solutions INC	-0.2%	-21.22%	Trim
47	LOW	Lowe's Cos INC	-0.2%	EXIT	Sold out
48	EL	Estee Lauder Companies-cl A	-0.3%	+0.46%	Add
49	TMO	Thermo Fisher Scientific INC	-0.3%	-12.41%	Trim
50	MKSI	Mks INC	-0.5%	-63.63%	Trim

FAQ

What is Girard Partners LTD. and what type of investor is it?

Girard Partners LTD. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-06-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 259 disclosed positions.

What are Girard Partners LTD.'s largest equity positions?

Based on the latest 13F filing, Girard Partners LTD.'s top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $78.2M (7.4%) 2. Vanguard Total Intl Stock (VXUS) — $74.3M (7.0%) 3. Apple INC (AAPL) — $70.1M (6.6%) 4. Microsoft CORP (MSFT) — $44.0M (4.2%) 5. Ss Spdr P Agg Bond ETF (SPAB) — $41.3M (3.9%)

What changes did Girard Partners LTD. make in its most recent portfolio filing?

In the latest reported quarter, Girard Partners LTD. made 50 notable position adjustments: 2 new positions were initiated, 16 existing holdings were added to, 31 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Lowe's Cos INC (LOW); New buy: Exlservice Holdings INC (EXLS); New buy: Gartner INC (IT); Trim: Apple INC (AAPL) — shares -2.31%; Add: Broadcom INC (AVGO) — shares +112.13%

What sectors does Girard Partners LTD. focus on?

Girard Partners LTD. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.5% • Health Care: 14.7% • Financials: 10.2% • Consumer Discretionary: 9.1% • Communication Services: 8.8% • Industrials: 8.0%