Holdings and Allocations

I made a few changes to the portfolio: Current Holdings Symbol Price Weight Cash / USD 1 24.80% MOV 13.35 7.98% BG 78.96 7.80% CROX 90.72 7.75% IIPR 51.61 7.64% HCC 49.35 6.09% LNC 30.27 3.91% INTC 18.93 3.59% TGT 93.11 3.54% MKL 1768.53 3.36% UBER 75.24 3.00% Stock Options (minus) -1 -2.54% VZ 44.04 […]

Symbol Price Weight Cash Eq. A 1 27.93% Cash Eq. B 1 9.27% PZZA 39.57 7.60% IIPR 71.68 7.51% BGS 6.48 7.36% ACI 20.05 6.83% DOLE 13.62 5.83% MKL 1828.78 3.19% BGFV 1.53 2.77% WBA 10.28 2.60% SPTN 18.23 2.07% VZ 39.39 2.06% TGT 137.91 1.93% BWEN 1.69 1.82% MPW 4.69 1.64% BH 232.01 1.62%

Welcome to Invest Like An Owner. This is the very first post and the IPO of the portfolio’s holdings. The starting share price is $25 per share, as of today, market open January 2, 2025. This is the total amount of all holdings divided by outstanding shares. My goal is to be as transparent as