Our Portfolio

At the Gonzaga University Investment Club, we’re committed to developing disciplined, analytically minded investors. We actively manage a diversified equity portfolio that reflects our long-term convictions and interest in emerging sectors. Every position is a hands-on opportunity to learn valuation, risk management, and responsible investing. Beyond portfolio growth, we focus on building members who think critically, collaborate effectively, and lead with integrity in today’s financial markets.

Sector Diversification

Our diversified sector allocation reflects a balanced approach to growth and stability. Each segment represents our strategic exposure across industries, from technology and consumer markets to financials, energy, and healthcare.

S&P 500 Comparison

The chart highlights the portfolio’s performance over time, showing key trends in growth, allocation changes, and return patterns. It provides a clear view of how the portfolio has evolved across periods and reflects the strategy driving its overall performance.

*As of 12/2/2025