13F

Investor

PROFFITT & GOODSON INC

CIK 0001123812 · filed 2026-05-06 · SEC filing

13F book

$648.8M

Positions

283

16 new · 25 sold

Largest name

16.3%

Vanguard Index Fds

Est. mark

−$10.1M

Price effect on 267 names still held. Flow −$56.7M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds176.7K$105.6M16.3%−$4.95MAdded$744.2K
Vanguard Tax-Managed Fds1.17M$75.3M11.6%$1.89MCut−$3.22M
Vanguard Index Fds173.4K$55.6M8.6%−$2.51MCut−$2.61M
Vanguard Scottsdale Fds573.7K$45.5M7.0%−$263.9KCut−$1.87M
Spdr S&P 500 Etf Tr55.5K$36.1M5.6%−$1.75MCut−$2.04M
Vanguard Intl Equity Index F554.8K$30M4.6%$160.1KAdded$312.6K
Vanguard Scottsdale Fds429.2K$25.6M3.9%−$163.1KCut−$39.8M
Spdr Index Shs Fds452.5K$20.7M3.2%$561.1KCut−$2.77M
Vanguard Scottsdale Fds430.5K$20.2M3.1%−$53.8KAdded$718.1K
Ishares Tr306.3K$16.3M2.5%−$202.2KCut−$2.91M
Vanguard Index Fds49.5K$14.8M2.3%−$790.3KCut−$799.1K
Ishares Tr198.7K$13.4M2.1%$294KAdded$739.6K
Ishares Tr105K$13.1M2.0%$433.6KCut−$599.4K
Ishares Tr108K$10.5M1.6%$103.7KCut−$285.4K
Select Sector Spdr Tr232.2K$9.48M1.5%$89.3KAdded$1.98M
Schwab Us Tips Etf346.5K$9.22M1.4%$41.6KCut−$5.55M
Ishares Tr150.1K$7.89M1.2%−$48KCut−$1.18M
Vanguard Bd Index Fds103.8K$7.64M1.2%−$44.6KCut−$237.1K
Nvidia CorpNVDA34.2K$5.97M0.9%−$374.3KAdded$199.3K
Apple Inc.AAPL20.7K$5.26M0.8%−$369KAdded−$292.8K
Amazon Com IncAMZN24.6K$5.13M0.8%−$449.1KAdded$530K
Spdr Index Shs Fds98.7K$4.63M0.7%$9.87KCut−$67.4K
Vanguard Star Fds56.8K$4.38M0.7%$92KAdded$221.4K
Microsoft CorpMSFT11.1K$4.11M0.6%−$1.26MCut−$1.28M
Ishares Tr41.2K$3.92M0.6%−$11.1KCut−$87.3K
Vanguard Index Fds40.5K$3.59M0.6%$8.5KCut$5.85K
Alphabet Inc12.5K$3.59M0.6%−$312.3KAdded−$257.7K
Ishares Tr24.3K$2.6M0.4%−$15.3KAdded$146.2K
Vanguard Bd Index Fds32.4K$2.54M0.4%−$12.5KAdded$78.6K
Vanguard Mun Bd Fds50.5K$2.52M0.4%−$14KAdded$757.8K
Vanguard World Fd21.9K$2.46M0.4%−$181.5KAdded−$71.4K
Select Sector Spdr Tr20.7K$2.26M0.3%−$216.1KCut−$370.4K
Broadcom Inc.AVGO6.96K$2.15M0.3%−$236.4KAdded−$83.5K
Pimco Etf Tr18.8K$1.89M0.3%$4.31KCut−$99.5K
Select Sector Spdr Tr41.1K$1.89M0.3%$131.5KCut$129.8K
Jpmorgan Chase & Co.5.87K$1.73M0.3%−$164.7KCut−$246.9K
Berkshire Hathaway Inc Del3.56K$1.71M0.3%−$83.5KCut−$219.2K
Select Sector Spdr Tr9.9K$1.6M0.2%$65.4KCut−$51.4K
Spdr Series Trust46.2K$1.55M0.2%−$12.5KCut−$535.7K
Johnson & JohnsonJNJ6.27K$1.53M0.2%$235KCut$217.2K
Exxon Mobil Corp9.02K$1.53M0.2%$444.8KCut$442.8K
Ishares Tr16.5K$1.43M0.2%$33.1KHeld
Select Sector Spdr Tr12.7K$1.41M0.2%−$75.6KAdded$114.6K
Cisco Sys Inc17.9K$1.39M0.2%$9.96KAdded$18.3K
Micron Technology IncMU4.03K$1.36M0.2%$211.3KCut−$1.06M
Spdr Series Trust20.8K$1.35M0.2%$7.07KCut−$56.5K
Intercontinental Exchange In8.6K$1.35M0.2%−$39.7KAdded−$20.5K
Vanguard Index Fds4.6K$1.32M0.2%−$14KCut−$24.1K
Emerson Elec Co9.99K$1.31M0.2%−$16.8KAdded$1.07K
Ishares Tr10.9K$1.3M0.2%−$8.2KCut−$5.97M
Ishares Tr4.97K$1.23M0.2%$9.14KCut−$365.3K
Annaly Capital Management In58K$1.23M0.2%−$68.9KAdded−$46.3K
Schwab Charles Corp12.5K$1.18M0.2%−$73.9KAdded−$66.6K
Meta Platforms, Inc.META1.95K$1.12M0.2%−$171.5KCut−$215.7K
Ishares Tr6.33K$1.07M0.2%$507Cut−$4.05K
Select Sector Spdr Tr7.13K$1.05M0.2%−$58.1KAdded−$51.3K
Ishares Tr19.4K$1.03M0.2%−$7.28KAdded$28.8K
Procter And Gamble CoPG6.99K$1.01M0.2%$7.83KAdded$17.5K
Tjx Cos Inc New6.32K$1.01M0.2%$38.5KCut−$2.23K
Pfizer IncPFE35.5K$996K0.2%$112.8KCut$110.1K
Select Sector Spdr Tr16.2K$995.3K0.2%$259.3KAdded$294.8K
Disney Walt Co10.3K$994.4K0.2%−$179.4KCut−$189.3K
Spdr Index Shs Fds20K$994K0.2%−$14KCut−$43.8K
Walmart Inc.WMT7.62K$947.4K0.1%$98.1KCut$57.1K
RTX CorpRTX4.79K$923.4K0.1%$44.7KAdded$60.5K
Valero Energy Corp3.7K$914.4K0.1%$312KCut$309K
Pepsico IncPEP5.87K$910.9K0.1%$68.2KAdded$78.9K
Vanguard Growth Etf2.04K$892.8K0.1%−$104.4KCut−$117.6K
Eaton Corp PlcETN2.49K$891.7K0.1%New
Vanguard Scottsdale Fds15K$877K0.1%−$2.75KAdded$26.7K
Cvs Health CorpCVS12.1K$871.7K0.1%−$89.6KAdded−$71.2K
Oracle Corp5.82K$856K0.1%−$278.1KCut−$331K
Invesco Qqq Tr1.4K$810.4K0.1%−$149Added$807.9K
Tesla, Inc.TSLA2.17K$807.8K0.1%−$169.4KCut−$173K
Bank America Corp16K$779.3K0.1%−$99.9KCut−$121.7K
Qualcomm Inc5.95K$766.2K0.1%−$247.5KAdded−$235.3K
HCA Healthcare, Inc.HCA1.54K$728.3K0.1%$9.77KAdded$13.1K
Netflix IncNFLX7.34K$705.6K0.1%$16.6KAdded$54.7K
Vanguard Index Fds3.52K$690.8K0.1%$18.3KHeld
Dexcom IncDXCM10.9K$686.5K0.1%−$38.9KAdded−$36.3K
Corteva, Inc.CTVA7.8K$653.1K0.1%$130KAdded$130.6K
3M COMMM4.47K$649.8K0.1%−$66.5KCut−$767.6K
Vanguard Intl Equity Index F4.65K$642.9K0.1%−$12.7KCut−$18.4K
Eli Lilly & CoLLY689$633.7K0.1%−$106.7KCut−$118.6K
Target CorpTGT5.15K$624K0.1%$120.1KAdded$123.2K
Schwab Strategic Tr24.6K$609.9K0.1%$17.5KHeld
ServiceNow, Inc.NOW5.82K$608.8K0.1%New
CARRIER GLOBAL CorpCARR10.4K$587.9K0.1%$35.2KAdded$52.4K
Linde PlcLIN1.17K$578.6K0.1%$80.5KAdded$83.5K
Caterpillar IncCAT800$566.8K0.1%$54.2KAdded$337.6K
Nucor CorpNUE3.3K$558.4K0.1%$19.8KAdded$20.1K
Vanguard World Fd770$537.2K0.1%−$26.7KAdded$178.4K
Ishares Tr5.25K$521.6K0.1%−$3.2KAdded−$2.9K
Kenvue Inc.KVUE29.8K$514.4K0.1%−$298Cut−$1.11K
Ishares Tr21.6K$499.2K0.1%−$5.33KHeld
Vanguard Malvern Fds9.66K$482.5K0.1%$4.02KAdded$76.8K
Spdr Index Shs Fds10.3K$453.7K0.1%$15.9KCut$15.3K
J P Morgan Exchange Traded F8.82K$446.2K0.1%$166Added$24K
Chubb Limited1.27K$413K0.1%$17.1KAdded$25.6K
Vanguard Index Fds1.53K$401K0.1%$6.08KCut$5.3K
Mastercard IncMA758$378.7K0.1%−$9.12KAdded$305.7K
Ishares Tr7.26K$367.5K0.1%$250Added$51.3K
Select Sector Spdr Tr7.44K$367.1K0.1%−$40.2KCut−$54K
Arch Cap Group Ltd3.75K$360.4K0.1%$259Added$5.92K
Ishares Tr6.22K$353.3K0.1%$12.9KHeld
Ishares Tr2.24K$318.8K0.0%−$14KHeld
Kinder Morgan Inc Del8.61K$288.6K0.0%$52KCut$44.8K
Ishares Tr426$278.3K0.0%−$2.38KAdded$226.9K
Ishares Tr2.54K$270.9K0.0%−$505Added$1.73K
Intuit Inc.INTU625$270.2K0.0%−$143.1KAdded−$141.8K
Vanguard Index Fds1.32K$243.8K0.0%$9.14KHeld
Vanguard Index Fds899$231.4K0.0%−$19.6KHeld
Ishares Tr8.76K$200.6K0.0%−$905Added$19.3K
AbbVie Inc.ABBV918$199.7K0.0%−$10.1KHeld
Accenture Plc Ireland984$195.1K0.0%−$68.9KCut−$355.2K
Schwab Strategic Tr5.76K$189.8K0.0%$1.15KCut−$3.76K
Select Sector Spdr Tr2.3K$188.5K0.0%$9.89KCut$5.46K
Waste Mgmt Inc Del820$188.4K0.0%$271Added$182.5K
Norfolk Southn Corp604$173.3K0.0%−$1.04KHeld
Chevron Corp NewCVX817$169K0.0%$44.5KHeld
Schwab Strategic Tr5.77K$167.9K0.0%$3.46KCut−$3.94K
Bright Horizons Fam Sol In D1.97K$161.9K0.0%New
Ishares Tr1.68K$151.8K0.0%$1.79KCut−$68K
Vanguard Scottsdale Fds1.82K$139.8K0.0%−$1.3KAdded$15.3K
Oneok Inc /New/OKE1.53K$138.3K0.0%$25.8KHeld
Global X Fds3.49K$136.7K0.0%−$5KAdded$1.14K
Schwab Strategic Tr2.75K$134.3K0.0%$10.2KHeld
Alphabet Inc462$132.5K0.0%−$12.4KHeld
Rithm Capital Corp13.9K$131.9K0.0%−$19KAdded−$13.7K
Kimco Rlty Corp5.8K$130.2K0.0%$12.8KHeld
Kla CorpKLAC88$129.6K0.0%$22.6KCut$12.9K
Enterprise Prods Partners L3.31K$125.4K0.0%$19.2KCut$15.4K
Spdr Gold Tr290$124.8K0.0%$9.85KHeld
Mplx Lp2.15K$122.6K0.0%$7.95KCut$4.21K
Ishares Tr580$122.5K0.0%New
Home Depot, Inc.HD372$122.3K0.0%−$5.49KAdded−$1.87K
Energy Transfer L P6.26K$120.8K0.0%$17.6KHeld
ConocophillipsCOP914$120.6K0.0%$33KAdded$40.2K
Southern Co1.16K$112.3K0.0%$10.8KHeld
Ppl Corp2.93K$112K0.0%$9.32KCut$5.78K
Verizon Communications IncVZ2.21K$111K0.0%$20.9KCut$16.3K
Agnc Invt Corp11K$110.1K0.0%−$7.16KAdded−$1.14K
Altria Group, Inc.MO1.65K$108.9K0.0%$13.7KCut$9.42K
Csx CorpCSX2.64K$108.4K0.0%$12.7KHeld
Truist Finl Corp2.35K$108.2K0.0%−$7.62KCut−$12.6K
Select Sector Spdr Tr810$107.6K0.0%−$8.97KCut−$74.6K
Philip Morris Intl Inc637$105.3K0.0%$3.15KHeld
Devon Energy Corp New1.97K$98.9K0.0%$26.9KHeld
Regions Financial Corp New3.76K$98.1K0.0%−$3.68KCut−$7.85K
Costco Whsl Corp New98$97.7K0.0%$13.1KHeld
Kraft Heinz CoKHC4.3K$96.7K0.0%New
Spdr Series Trust1.82K$96.3K0.0%−$5.74KHeld
Vanguard Index Fds298$90.1K0.0%$42Cut−$65.8K
Ishares Silver Tr1.32K$89.9K0.0%$4.91KCut−$42.1K
International Business Machs365$88.5K0.0%−$17.4KAdded−$7.5K
Ishares Tr391$87.1K0.0%−$3.02KHeld
Prudential Finl Inc871$85.1K0.0%−$13.2KHeld
Hp IncHPQ4.43K$85.1K0.0%New
Seagate Technology Hldngs Pl217$85K0.0%$25.3KCut−$59.6K
Invesco Ltd.IVZ3.48K$84.5K0.0%−$6.88KCut−$11.8K
Unum Group1.15K$84.3K0.0%−$5.16KHeld
Bristol-Myers Squibb Co1.33K$80.7K0.0%$8.92KCut$2.02K
Vanguard Index Fds360$78.2K0.0%$1.97KCut−$87.6K
Fifth Third Bancorp1.55K$72.1K0.0%New
Iron Mtn Inc Del704$71.9K0.0%$13.5KHeld
Atmos Energy CorpATO367$67.8K0.0%$6.27KHeld
Fidelity Covington Trust695$64.8K0.0%−$6.19KHeld
Fedex CorpFDX181$64.5K0.0%$12.2KHeld
Invesco Exch Traded Fd Tr Ii1.13K$63.1K0.0%$7.46KHeld
Vanguard Scottsdale Fds752$62.2K0.0%−$652Added$7.62K
Vanguard World Fd359$62.1K0.0%$16.9KHeld
Ishares Tr2.96K$54.1K0.0%$5.51KHeld
At&T Inc1.86K$53.8K0.0%$6.88KAdded$12.6K
Hunt J B Trans Svcs Inc253$53.6K0.0%$4.44KHeld
Taiwan Semiconductor Mfg Ltd154$52K0.0%$5.24KHeld
Visa Inc.V172$52K0.0%−$8.34KCut−$38.1K
New York Times CoNYT600$50.2K0.0%$8.59KHeld
Thermo Fisher Scientific Inc.TMO97$47.7K0.0%−$8.53KHeld
Ishares Tr988$47K0.0%−$287Added$1.04K
Vail Resorts IncMTN365$46.8K0.0%−$1.64KHeld
Air Prods & Chems Inc160$46.5K0.0%$6.95KHeld
Becton Dickinson & CoBDX292$45.9K0.0%−$10.8KHeld
Parker-Hannifin CorpPH48$43K0.0%$781Held
Vanguard Specialized Funds196$42.2K0.0%−$925Held
Ovintiv Inc.OVV696$41.3K0.0%$14KHeld
Freeport-Mcmoran IncFCX699$41.1K0.0%$5.58KHeld
Nextera Energy Inc373$34.6K0.0%$4.7KHeld
D R Horton Inc238$32.7K0.0%−$1.62KHeld
Mcdonalds CorpMCD96$29.8K0.0%$495Held
DuPont de Nemours, Inc.DD643$29.4K0.0%$3.6KHeld
Newmont Corp265$28.7K0.0%$2.23KHeld
Vanguard Intl Equity Index F345$28.4K0.0%−$407Cut−$18.4K
Johnson Ctls Intl Plc201$26.3K0.0%$2.25KHeld
Gsk Plc475$26.2K0.0%$2.92KHeld
Schwab Strategic Tr559$26.1K0.0%$676Held
Ishares Tr183$25.9K0.0%−$1.38KHeld
Uber Technologies, IncUBER350$25.2K0.0%−$3.42KHeld
Fortuna Mng Corp2.5K$24.8K0.0%$300Held
Te Connectivity PlcTEL115$24K0.0%−$2.13KCut−$15.8K
Lowes Cos Inc100$23.6K0.0%−$488Held
Smartfinancial Inc.SMBK600$23.4K0.0%$1.25KHeld
Shell Plc248$23.1K0.0%$4.84KHeld
Rivian Automotive Inc1.43K$21.5K0.0%−$6.66KHeld
Ishares Inc284$19.8K0.0%$718Held
Vertiv Holdings CoVRT76$19K0.0%$6.73KCut$1.06K
L3harris Technologies Inc51$17.6K0.0%$2.63KHeld
Ulta Beauty, Inc.ULTA33$17.3K0.0%−$2.72KHeld
Constellation Energy CorpCEG61$17K0.0%−$4.51KHeld
Applovin CorpAPP40$15.9K0.0%−$11KCut−$22.5K
Ishares Inc197$15.5K0.0%$736Added$6.56K
lululemon athletica inc.LULU100$15.3K0.0%−$5.47KHeld
Wells Fargo Co New183$14.6K0.0%−$2.49KHeld
Ase Technology Hldg Co Ltd652$14.1K0.0%$3.64KHeld
Dave Inc75$13.1K0.0%−$2.18KAdded$2.87K
Crowdstrike Hldgs Inc33$12.9K0.0%−$2.59KHeld
Vertex Pharmaceuticals Inc28$12.5K0.0%−$191Held
American Tower Corp New71$12.3K0.0%−$212Held
Pulte Group Inc101$11.9K0.0%$35Held
Waters Corp39$11.6K0.0%New
Intel CorpINTC250$11K0.0%$1.81KHeld
Pegasystems IncPEGA250$10.6K0.0%New
Nushares Etf Tr450$9.99K0.0%−$65Held
Abrdn Platinum Etf TrustPPLT55$9.8K0.0%New
Zoom Communications, Inc.ZM120$9.65K0.0%−$708Held
Elevance Health Inc Formerly31$9.08K0.0%−$1.79KHeld
Ishares Tr75$8.88K0.0%New
Kb Finl Group Inc89$8.88K0.0%$1.22KHeld
Abrdn Palladium Etf TrustPALL65$8.76K0.0%New
Howmet Aerospace Inc.HWM37$8.53K0.0%$942Held
American Express CoAXP28$8.47K0.0%−$1.89KHeld
Travelers Companies, Inc.TRV29$8.46K0.0%$47Held
Sony Group Corp401$8.3K0.0%−$1.96KHeld
Banco Santander Sa716$8.08K0.0%−$322Held
Dow Inc.DOW192$8K0.0%$3.51KHeld
SailPoint, Inc.SAIL600$7.94K0.0%New
Asml Holding N V6$7.92K0.0%$1.51KCut−$4.91K
Shinhan Financial Group Co L129$7.91K0.0%$992Held
Texas Instrs Inc40$7.77K0.0%$826Held
Silicon Motion Technology CORPSIMO69$7.75K0.0%$1.35KHeld
Lloyds Banking Group Plc1.54K$7.74K0.0%−$415Held
America Movil Sab De Cv292$7.44K0.0%$1.41KHeld
Aflac IncAFL64$7.02K0.0%−$36Held
British Amern Tob Plc115$6.72K0.0%$213Held
Monolithic Pwr Sys Inc6$6.56K0.0%$1.12KHeld
Dell Technologies Inc.DELL39$6.4K0.0%$1.49KHeld
Veritone, Inc.VERI3K$5.91K0.0%−$8.04KHeld
Alibaba Group Hldg Ltd46$5.77K0.0%−$971Held
Illinois Tool Wks Inc22$5.73K0.0%$308Held
Spdr Series Trust43$5.49K0.0%$250Held
Klarna Group PlcKLAR400$5.24K0.0%New
Innodata IncINOD135$5.21K0.0%−$1.67KHeld
Moderna, Inc.MRNA100$5.08K0.0%New
Koninklijke Philips N V180$4.93K0.0%$57Held
Kt CorpKT228$4.89K0.0%$565Held
Silvercorp Metals IncSVM450$4.83K0.0%$1.08KHeld
Genuine Parts CoGPC41$4.34K0.0%−$706Held
Electronic Arts Inc.EA20$4.08K0.0%−$9Held
Banco Bilbao Vizcaya Argenta182$3.94K0.0%−$300Held
Iperionx LtdIPX150$3.91K0.0%−$1.52KHeld
NXP Semiconductors N.V.NXPI18$3.54K0.0%−$364Held
Ge Aerospace12$3.41K0.0%−$291Held
Ppg Inds Inc31$3.31K0.0%$137Held
Palo Alto Networks IncPANW20$3.21K0.0%−$477Cut−$3.42K
Fair Isaac CorpFICO3$3.2K0.0%−$1.87KHeld
Gartner IncIT20$3.17K0.0%−$1.88KHeld
Airbnb, Inc.ABNB25$3.16K0.0%−$236Held
Pan Amern Silver Corp50$2.73K0.0%$141Held
GE Vernova Inc.GEV3$2.62K0.0%$658Held
Warner Bros. Discovery, Inc.WBD85$2.33K0.0%New
Ionq Inc76$2.19K0.0%−$1.22KHeld
Ford Mtr Co115$1.33K0.0%−$181Held
Stanley Black & Decker, Inc.SWK17$1.21K0.0%−$54Held
Ciena CorpCIEN3$1.17K0.0%$463Held
NIKE, Inc.NKE20$1.06K0.0%−$218Held
Chemours CoCC43$9480.0%$441Held
Honda Motor Ltd34$8270.0%−$175Cut−$10.1K
Alcoa CorpAA12$7960.0%$158Held
Quantum Computing Inc.QUBT88$6030.0%−$300Held
Rigetti Computing Inc24$3370.0%−$195Held
Ge Healthcare Technologies I4$2850.0%−$44Held
Packaging Corp Amer1$2130.0%$6Held
Elme CommunitiesELME100$2010.0%−$1.54KHeld
Carlyle Group Inc10$100.0%−$2Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.