"My Subsidiaries"

I treat my investment portfolio as if it's my own privately held investment holding company.  I consider the various companies, whose stocks I own, to be "my subsidiaries" in my holding company.

Although I have 100% control over my holding company, I only hold a minority interest in each of "my subsidiaries."

Essentially, I can only control my decisions to buy or sell (acquire or divestiture) or adjust allocations (partial divestiture or add/buyback shares) of "my subsidiaries" within my holding company.

Below are some of "my subsidiaries" which make up a major part of my privately held investment holding company, in no particular order.  The entire portfolio of "my subsidiaries" can be found by clicking HERE.  If you would like to know a little more about me, click HERE.  The mission of Invest Like An Owner can be found HERE.

          - DJ Jackson LaSalle
           Owner

hassas_arts-social-media-5976707

Pinterest, Inc. (PINS)

Innovative Industrial Properties, Inc. (IIPR)

cbd-7665212_640
bottle-1836690_640

Bunge Global SA (BG)

Weis Markets, Inc. (WMK)

supermarket-4052658_640
pineapple-636562_640

Dole plc (DOLE)

American Integrity Insurance Group (AII), Markel Group, Inc. (MKL), & Lincoln National Corporation (LNC)

office-2360063_640
dog-4988985_1280

PetMed Express, Inc. (PETS)

Movado Group, Inc. (MOV)

adult-1869601_1280
beach-825535_640

Crocs, Inc. (CROX)

Target Allocations, Segment Weights, and Review Schedules:

8%+ (Overweight) | A. Weekly Review

PETS

AII

7.69% (1-3) | A. Weekly Review

N/A

5.13% (1-2) | A. Weekly Review

N/A

3.85% (2-3) | A. Weekly Review

N/A

2.56% (1-1, 2-2, 3-3) | A. Weekly Review

IIPR

WEYS

ZM

WW

1.92% (4-3, NC4) | B. Monthly Review

PINS

USNA

EXE

HGBL

FVRR

UPWK

1.71% (3-2, NC3) | B. Monthly Review

MKL

EGAN

BBBY

1.44% (NC2) | B. Monthly Review

N/A

1.28% (2-1, 4-2, NC1) | B. Monthly Review

MAT

CNC

MOV

NVO

MOH

TAYD

JOYY

LULU

0.96% (N4) | C. Quarterly Review

N/A

0.85% (3-1) | C. Quarterly Review

JBSS

WMK

BG

LNC

VHI

RAVE

MED

0.72% (N3) | C. Quarterly Review

N/A

0.64% (4-1) | C. Quarterly Review

LYB

PYPL

INTC

SBUX

VZ

YALA

LYFT

UBER

TGT

CROX

DRH

LEN

FLR

GRAB

UFPI

VTSI

CHCI

RAVE

SITC

AWX

0.48% (N2) | C. Quarterly Review

ACN

0.25% (Minimum / N1) | C. Quarterly Review

REI

UNFI

DOLE

PZZA

Updated: 7/12/26