Sante Capital Fund, LP

data from 30/09/2022

Capitalization

$ 48.875 M 77.68 %

Average holding period

1 ans

Performance

$ -2.767 M -7.16 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sante Capital Fund, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/09/30 AMGN AMGEN INC 4.81% 2.353 M $ 10440 2022/03/31 0.000 $ 0.00 %
2022/09/30 JNJ JOHNSON & JOHNSON 4.45% 2.176 M $ 13319 2022/09/30 0.000 $ 0.00 %
2022/09/30 STZ CONSTELLATION BRANDS INC 2.97% 1.454 M $ 6332 2022/09/30 0.000 $ 0.00 %
2022/09/30 HRL HORMEL FOODS CORP 2.86% 1.398 M $ 30759 2022/09/30 0.000 $ 0.00 %
2022/09/30 GIS GENERAL MLS INC 2.80% 1.370 M $ 17879 2022/09/30 0.000 $ 0.00 %
2022/09/30 ABBV ABBVIE INC 2.79% 1.363 M $ 10153 2022/09/30 0.000 $ 0.00 %
2022/09/30 HSY HERSHEY CO 2.42% 1.181 M $ 5357 2022/09/30 0.000 $ 0.00 %
2022/09/30 PFE PFIZER INC 2.35% 1.148 M $ 26229 2022/09/30 0.000 $ 0.00 %
2022/09/30 MO ALTRIA GROUP INC 2.25% 1.102 M $ 27294 2022/03/31 -66.091 K $ -3.33 %
2022/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.19% 1.068 M $ 4001 2022/09/30 0.000 $ 0.00 %
2022/09/30 BF-B BROWN FORMAN CORP 2.11% 1.031 M $ 15482 2022/09/30 0.000 $ 0.00 %
2022/09/30 MKC MCCORMICK & CO INC 2.07% 1.013 M $ 14217 2022/09/30 0.000 $ 0.00 %
2022/09/30 KR KROGER CO 2.01% 984.000 K $ 22488 2022/09/30 0.000 $ 0.00 %
2022/09/30 PM PHILIP MORRIS INTL INC 1.95% 954.000 K $ 11492 2022/09/30 0.000 $ 0.00 %
2022/09/30 WMT WALMART INC 1.90% 927.000 K $ 7148 2022/03/31 0.000 $ 0.00 %
2022/09/30 WELL WELLTOWER INC 1.90% 927.000 K $ 14407 2022/09/30 0.000 $ 0.00 %
2022/09/30 D DOMINION ENERGY INC 1.89% 924.000 K $ 13371 2022/03/31 0.000 $ 0.00 %
2022/09/30 DTE DTE ENERGY CO 1.83% 893.000 K $ 7762 2022/03/31 -196.618 K $ -9.23 %
2022/09/30 TSN TYSON FOODS INC 1.80% 882.000 K $ 13378 2022/03/31 0.000 $ 0.00 %
2022/09/30 SYY SYSCO CORP 1.76% 861.000 K $ 12175 2022/03/31 0.000 $ 0.00 %
2022/09/30 VZ VERIZON COMMUNICATIONS INC 1.66% 812.000 K $ 21386 2022/09/30 0.000 $ 0.00 %
2022/09/30 XEL XCEL ENERGY INC 1.65% 804.000 K $ 12556 2022/03/31 -150.315 K $ -9.56 %
2022/09/30 RTX RAYTHEON TECHNOLOGIES CORP 1.63% 795.000 K $ 9708 2022/09/30 0.000 $ 0.00 %
2022/09/30 ED CONSOLIDATED EDISON INC 1.51% 737.000 K $ 8588 2022/09/30 0.000 $ 0.00 %
2022/09/30 SO SOUTHERN CO 1.51% 737.000 K $ 10843 2022/09/30 0.000 $ 0.00 %
2022/09/30 CNP CENTERPOINT ENERGY INC 1.46% 713.000 K $ 25313 2022/06/30 -38.149 K $ -4.73 %
2022/09/30 CMS CMS ENERGY CORP 1.45% 711.000 K $ 12208 2022/09/30 0.000 $ 0.00 %
2022/09/30 MDLZ MONDELEZ INTL INC 1.44% 706.000 K $ 12869 2022/06/30 -92.202 K $ -11.69 %
2022/09/30 ES EVERSOURCE ENERGY 1.41% 691.000 K $ 8868 2022/03/31 -95.586 K $ -7.71 %
2022/09/30 DOW DOW INC 1.40% 685.000 K $ 15602 2022/09/30 0.000 $ 0.00 %
2022/09/30 EQR EQUITY RESIDENTIAL 1.38% 674.000 K $ 10034 2022/09/30 0.000 $ 0.00 %
2022/09/30 AEP AMERICAN ELEC PWR CO INC 1.37% 670.000 K $ 7754 2022/03/31 0.000 $ 0.00 %
2022/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 1.35% 658.000 K $ 11709 2022/03/31 -183.856 K $ -11.14 %
2022/09/30 ETR ENTERGY CORP NEW 1.32% 643.000 K $ 6392 2022/03/31 -125.616 K $ -10.65 %
2022/09/30 T AT&T INC 1.31% 641.000 K $ 41790 2022/03/31 0.000 $ 0.00 %
2022/09/30 ZTS ZOETIS INC 1.26% 617.000 K $ 4164 2022/03/31 0.000 $ 0.00 %
2022/09/30 NEE NEXTERA ENERGY INC 1.21% 590.000 K $ 7525 2022/03/31 10.512 K $ 1.23 %
2022/09/30 V VISA INC 1.20% 587.000 K $ 3305 2022/09/30 0.000 $ 0.00 %
2022/09/30 AVB AVALONBAY CMNTYS INC 1.18% 578.000 K $ 3137 2022/09/30 0.000 $ 0.00 %
2022/09/30 EXC EXELON CORP 1.17% 570.000 K $ 15213 2022/06/30 -119.094 K $ -17.34 %
2022/09/30 LYB LYONDELLBASELL INDUSTRIES N 1.14% 556.000 K $ 7381 2022/09/30 0.000 $ 0.00 %
2022/09/30 PSA PUBLIC STORAGE 1.13% 552.000 K $ 1886 2022/03/31 -43.652 K $ -6.35 %
2022/09/30 INVH INVITATION HOMES INC 1.13% 552.000 K $ 16336 2022/03/31 0.000 $ 0.00 %
2022/09/30 CCI CROWN CASTLE INC 1.12% 548.000 K $ 3789 2022/09/30 0.000 $ 0.00 %
2022/09/30 O REALTY INCOME CORP 1.07% 522.000 K $ 8962 2022/09/30 0.000 $ 0.00 %
2022/09/30 FE FIRSTENERGY CORP 1.05% 514.000 K $ 13884 2022/09/30 0.000 $ 0.00 %
2022/09/30 AWK AMERICAN WTR WKS CO INC NEW 1.04% 506.000 K $ 3891 2022/03/31 -149.922 K $ -12.51 %
2022/09/30 WEC WEC ENERGY GROUP INC 1.03% 503.000 K $ 5628 2022/03/31 0.000 $ 0.00 %
2022/09/30 IT GARTNER INC 1.02% 500.000 K $ 1807 2022/09/30 0.000 $ 0.00 %
2022/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 0.91% 447.000 K $ 3188 2022/09/30 0.000 $ 0.00 %
2022/09/30 DUK DUKE ENERGY CORP NEW 0.90% 442.000 K $ 4751 2022/03/31 0.000 $ 0.00 %
2022/09/30 VMW VMWARE INC 0.90% 439.000 K $ 4119 2022/06/30 -33.606 K $ -6.60 %
2022/09/30 DRE DUKE REALTY CORP 0.88% 428.000 K $ 8883 2022/09/30 0.000 $ 0.00 %
2022/09/30 AMT AMERICAN TOWER CORP NEW 0.87% 426.000 K $ 1985 2022/03/31 0.000 $ 0.00 %
2022/09/30 AEE AMEREN CORP 0.85% 414.000 K $ 5144 2022/09/30 0.000 $ 0.00 %
2022/09/30 EXR EXTRA SPACE STORAGE INC 0.84% 409.000 K $ 2370 2022/09/30 0.000 $ 0.00 %
2022/09/30 SBAC SBA COMMUNICATIONS CORP NEW 0.82% 401.000 K $ 1410 2022/03/31 0.000 $ 0.00 %
2022/09/30 PPL PPL CORP 0.78% 381.000 K $ 15031 2022/09/30 0.000 $ 0.00 %
2022/09/30 AJG GALLAGHER ARTHUR J & CO 0.76% 372.000 K $ 2173 2022/09/30 0.000 $ 0.00 %
2022/09/30 SRE SEMPRA 0.74% 360.000 K $ 2404 2022/03/31 0.000 $ 0.00 %
2022/09/30 EL LAUDER ESTEE COS INC 0.71% 349.000 K $ 1616 2022/09/30 0.000 $ 0.00 %
2022/09/30 EIX EDISON INTL 0.68% 331.000 K $ 5854 2022/03/31 -106.733 K $ -10.54 %
2022/09/30 MSI MOTOROLA SOLUTIONS INC 0.64% 312.000 K $ 1394 2022/09/30 0.000 $ 0.00 %
2022/09/30 CBRE CBRE GROUP INC 0.57% 280.000 K $ 4145 2022/09/30 0.000 $ 0.00 %
2022/09/30 CEG CONSTELLATION ENERGY CORP 0.54% 264.000 K $ 3176 2022/09/30 0.000 $ 0.00 %
2022/09/30 DLR DIGITAL RLTY TR INC 0.49% 239.000 K $ 2410 2022/09/30 0.000 $ 0.00 %
2022/09/30 PLD PROLOGIS INC. 0.41% 200.000 K $ 1969 2022/03/31 0.000 $ 0.00 %
2022/09/30 DLTR DOLLAR TREE INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 WAT WATERS CORP 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 AVTR AVANTOR INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 IQV IQVIA HLDGS INC 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2022/09/30 PG PROCTER AND GAMBLE CO 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 PEP PEPSICO INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 MUFG MITSUBISHI UFJ FINL GROUP IN 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 EW EDWARDS LIFESCIENCES CORP 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 CHD CHURCH & DWIGHT CO INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 WBT WELBILT INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 KMB KIMBERLY-CLARK CORP 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/09/30 SUI SUN CMNTYS INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %