POWERS CAPITAL, LLC

PrivateCIK: 2056287
Location

SAN FRANCISCO, CA

2
Positions
$211.55M
Total AUM (reported)
365.21K
Total Shares

Allocation by class

TOTAL AUM$211.55M2 positions
S&P 500 ETF SHS$209.63M99.1%
TECHNOLOGY$1.91M0.9%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$211.55M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 358.02K

Sole

Full voting authority

358.02K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares350.82K
TypeSH
Market value$209.63M
99.10%
Sole
350.82K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
TECHNOLOGY
Shares14.39K
TypeSH
Market value$1.91M
0.90%
Sole
7.20K
Shared
0.00
None
0.00