Give every holding a recognizable place.
Holdings tables often move between a spreadsheet, a fund factsheet, and an email. A small brand mark alongside the company name makes those lists easier to scan while preserving room for figures and allocations.
Let the numbers lead.
Use a restrained logo column with consistent image sizes. Keep company names readable, align numerical columns, and avoid placing brand color behind financial data.
Carry the layout into reports.
The same marks can sit beside a company name in a spreadsheet or a report. Check remote-image support in the destination tool and use PNG renditions where needed.
The example table is an illustrative layout, not a real fund or portfolio.