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Showing Q4 2023 data
Connolly Sarah T.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Connolly Sarah T.
•CIK: 1845262•Filing: Q4 2023
**Connolly Sarah T.** manages a focused portfolio with current assets under management of $1M. The strategy is evidenced by its concentrated exposure across four key positions, notably allocating $0.4M to Microsoft (MSFT) and $0.3M to NextEra Energy (NEE). Further diversification is achieved through significant holdings in Procter & Gamble (PG) at $0.2M and Abbott Laboratories (ABT) at $0.2M. This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$1.1M
QoQ Performance
N/A
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2023
Top Holdings Allocation
MSFT
NEE
PG
ABT
MSFT35.1%
NEE25.6%
PG21.1%
ABT18.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology35.1%
Utilities25.6%
Other21.1%
Healthcare18.1%