"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
Greenland Technologies Holding Corporation (GTEC)
Innovative Industrial Properties, Inc. (IIPR)
Bunge Global SA (BG)
Weis Markets, Inc. (WMK)
Dole plc (DOLE)
American Integrity Insurance Group (AII), Markel Group, Inc. (MKL), & Lincoln National Corporation (LNC)
PetMed Express, Inc. (PETS)
Movado Group, Inc. (MOV)
Crocs, Inc. (CROX)
Target Allocations and Weights:
8%+ (Overweight)
PETS
GTEC
IIPR
7.69% (1-3)
N/A
5.13% (1-2)
N/A
3.85% (2-3)
N/A
2.56% (1-1, 2-2, 3-3)
WEYS
1.92% (4-3, NC4)
FVRR
AII
PINS
USNA
BBBY
MED
1.71% (3-2, NC3)
MKL
1.44% (NC2)
N/A
1.28% (2-1, 4-2, NC1)
MAT
CNC
MOV
NVO
MOH
0.96% (N4)
N/A
0.85% (3-1)
JBSS
WMK
LYB
BG
LNC
VHI
REI
0.72% (N3)
PYPL
0.64% (4-1)
INTC
SBUX
VZ
YALA
LYFT
UBER
TGT
CROX
DRH
LEN
FLR
GRAB
UFPI
VTSI
CHCI
0.48% (N2)
ACN
0.25% (Minimum / N1)
UNFI
DOLE
BWEN
LULU
PZZA
Updated: 5/10/26
