CI

CSat Investment Advisory, L.P.

13F
CSat Investment Advisory, L.P.
Last update 2021-05-14 520 Stocks (12 new)
Value $119.00 Mil Turnover 19 %
Countries:
Top Holdings: AAPL(4.92%)LUV(3.15%)GOOG(3.04%)FDX(2.81%)SCHW(2.62%)
Summary Stock Picks Current Portfolio
CSat Investment Advisory, L.P.... Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
47,965
5,859.0
+18.76%
4.920
+0.78%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
LUV
Southwest Airlines Co
61,529
3,757.0
-3.75%
3.150
-0.10%
0.010
+48.42%
+9.87%
20,805.8
Transportation
GOOG
Alphabet Inc
35,040
3,624.0
+11.31%
3.040
+0.31%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
FDX
FedEx Corp
11,774
3,344.0
+27.60%
2.810
+0.61%
0.000
+9.89%
-18.48%
54,297.9
Transportation
SCHW
Charles Schwab Corp
47,839
3,118.0
-39.34%
2.620
-1.53%
0.000
+26.21%
+30.29%
174,065.8
Capital Markets
AMZN
Amazon.com Inc
19,880
3,076.0
-42.28%
2.580
-2.21%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
HLT
Hilton Worldwide Holdings Inc
25,353
3,066.0
-10.57%
2.570
-0.31%
0.010
+29.65%
+10.45%
64,816.0
Travel & Leisure
HSY
The Hershey Co
18,310
2,896.0
+13.99%
2.430
+0.30%
0.010
+3.69%
+2.88%
34,704.0
Consumer Packaged Goods
CVS
CVS Health Corp
38,484
2,895.0
+44,134.48%
2.430
+2.42%
0.000
-6.97%
+41.22%
78,380.6
Healthcare Plans
PEP
PepsiCo Inc
19,086
2,700.0
+15.04%
2.270
+0.30%
0.000
+1.38%
-3.93%
196,106.6
Beverages - Non-Alcoholic

CSat Investment Advisory, L.P.'s Historical Top Holdings Breakdowns

CSat Investment Advisory, L.P. Total Holding History ($B)

To

CSat Investment Advisory, L.P.'s Asset Allocation

To

CSat Investment Advisory, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CSat Investment Advisory, L.P.'s Hypothetical Growth since 2021-03-31

CSat Investment Advisory, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

CSat Investment Advisory, L.P.'s Holdings Heat Map

Size field:

CSat Investment Advisory, L.P.'s Holdings Bubble Chart

CSat Investment Advisory, L.P. News

  • 1

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