Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Vertex Planning Partners, LLC

Industry Market Value
Percent
20 - Food And Kindred Products 1,738,472,000 0.68
28 - Chemicals And Allied Products 3,789,022,000 1.48
29 - Petroleum Refining And Related Industries 1,236,822,000 0.48
35 - Industrial And Commercial Machinery And Computer Equipment 4,788,164,000 1.87
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 552,859,000 0.22
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 3,285,531,000 1.28
48 - Communications 565,242,000 0.22
49 - Electric, Gas, And Sanitary Services 427,279,000 0.17
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 828,490,000 0.32
53 - General Merchandise Stores 1,056,918,000 0.41
58 - Restaurants, Dining, Eating And Drinking Places 748,792,000 0.29
59 - Miscellaneous Retail 368,172,000 0.14
60 - Depository Institutions 20,752,442,000 8.09
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 147,217,568,000 57.42
63 - Insurance Carriers 971,785,000 0.38
73 - Business Services 2,821,693,000 1.10
78 - Motion Pictures and Film 269,815,000 0.11
Industry Not Reported 64,959,951,000 25.34
Total 256,379,017,000 100.00