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Quality & Value Portfolio
Shelby Sheep
Quality & Value Portfolio
Shelby Sheep
Portfolio Value
$ 100.67K
Performance
0.71%
Strategy
Value Investing
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrin...
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrinsic value. Blends defensive sectors with selective cyclicals to balance downside protection and upside potential. Focuses less on finding the absolute cheapest names and more on paying a fair price for durable excellence.
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.
Performance
Complete breakdown of the expert's current portfolio holdings and performance metrics
$100,665.57
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Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 BlackRock, Inc.$BLK · 7 shares | $1,014.72 | $1,019.49 | +$33.39 | +0.47% | $7,136.43 | |
 Microsoft Corporation$MSFT · 15 shares | $472.12 | $474.00 | +$28.20 | +0.40% | $7,110.00 | |
 S&P Global Inc.$SPGI · 12 shares | $493.60 | $489.24 | -$52.32 | -0.88% | $5,870.88 | |
 Merck & Co., Inc.$MRK · 56 shares | $97.76 | $100.40 | +$147.84 | +2.70% | $5,622.40 | |
 Exxon Mobil Corporation$XOM · 46 shares | $117.08 | $115.97 | -$51.06 | -0.95% | $5,334.62 | |
 Chubb Limited$CB · 16 shares | $298.29 | $295.81 | -$39.68 | -0.83% | $4,732.96 | |
 QUALCOMM Incorporated$QCOM · 26 shares | $163.30 | $165.00 | +$44.20 | +1.04% | $4,290.00 | |
 Essex Property Trust, Inc.$ESS · 14 shares | $261.20 | $260.25 | -$13.30 | -0.36% | $3,643.50 | |
 EOG Resources, Inc.$EOG · 34 shares | $106.97 | $106.59 | -$12.92 | -0.36% | $3,624.06 | |
 Ferrari N.V.$RACE · 8 shares | $389.19 | $381.58 | -$60.88 | -1.96% | $3,052.64 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Financial Services
26.20 %
Healthcare
20.79 %
Technology
18.92 %
Consumer Defensive
15.35 %
Energy
8.90 %
Consumer Cyclical
6.23 %
Real Estate
3.62 %
7
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
Alibaba Group Holding Limited
BABABUY•$153 each•20.00 shares
$3,059
24 nov 2025
Essex Property Trust, Inc.
ESSBUY•$261 each•14.00 shares
$3,657
24 nov 2025
Microsoft Corporation
MSFTBUY•$472 each•15.00 shares
$7,082
24 nov 2025
Ferrari N.V.
RACEBUY•$389 each•8.00 shares
$3,114
24 nov 2025
Colgate-Palmolive Company
CLBUY•$81 each•59.00 shares
$4,775
24 nov 2025
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