S&P 500: 679.83 -1.1%
NASDAQ: 626.05 -1.5%
DOW: 475.01 -0.3%
$6.32 B
AUM
99
Holdings
2025 Q2
Latest Quarter
10.11%
Turnover

Sarah Ketterer Portfolio and Latest Trades

Ticker Name Date Activity Shares Shares Change Value Change
BABA 06/30/2025 Reduce -8.4% 1.24 M -113,541 $12.88 M
ALLY 06/30/2025 Reduce -7.4% 603,036 -48,347 $1.88 M
GOOG 06/30/2025 Add 3.5% 721,546 +24,193 $4.29 M
ADI 06/30/2025 Reduce -16.1% 355,604 -68,421 $16.29 M
BUD 06/30/2025 Reduce -6.4% 647,477 -44,440 $3.05 M
AAPL 06/30/2025 Reduce -0.2% 1,003 -2 $410.34
MT 06/30/2025 Add 10.3% 776,702 +72,411 $2.29 M
AZN 06/30/2025 Add 11.1% 953,448 +95,561 $6.68 M
ATAT 06/30/2025 Add 4.7% 672,784 +30,248 $983,362.49
BP 06/30/2025 Add 1.5% 1.62 M +24,013 $718,709.16
BBD 06/30/2025 Sold Out 3.6 M -3.6 M $8.02 M
BCS 06/30/2025 Add 3.4% 4.66 M +152,236 $2.83 M
B 06/30/2025 Add 49.1% 17.65 M +5.81 M $120.77 M
BIIB 06/30/2025 Add 13.8% 493,355 +59,838 $7.52 M
BKNG 06/30/2025 New Buy 37 +37 $214,202
BXP 06/30/2025 New Buy 272,795 +272,795 $18.41 M
BTI 06/30/2025 Reduce -12.9% 530,599 -78,328 $3.71 M
CP 06/30/2025 Reduce -14.7% 14.68 M -2.53 M $200.44 M
CCL 06/30/2025 Add 9.7% 29.13 M +2.56 M $72.07 M
CLS 06/30/2025 Reduce -14.8% 124,587 -21,565 $3.36 M
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