Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 2,500 | $571.0K | 6.19% |
| 2 | Micron Technology Inc(MU) | 500 | $532.6K | 5.78% |
| 3 | Amazon COM Inc(AMZN) | 1,400 | $348.8K | 3.78% |
| 4 | Asml Hldg NV(ASML) | 170 | $308.0K | 3.34% |
| 5 | Microsoft Corp(MSFT) | 600 | $307.7K | 3.34% |
| 6 |
Latest filing, equity positions only
| Oracle Corp(ORCL) |
| 2,003 |
| $275.0K |
| 2.98% |
| 7 | Meta Platforms Inc(META) | 350 | $253.8K | 2.75% |
| 8 | Broadcom Inc(AVGO) | 600 | $210.7K | 2.29% |
| 9 | Taiwan Semiconductor Manufac(TSM) | 450 | $205.3K | 2.23% |
| 10 | Ftai Aviation LTD(FTAI) | 1,200 | $200.4K | 2.17% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 2.46% | 9.77% | +7.31% |
| Technology | 43.71% | 50.97% | +7.26% |
| Communication Services | 13.02% | 7.66% | -5.36% |
| Utilities | 0% | 4.85% | +4.85% |
| Healthcare | 8.2% | 3.81% | -4.39% |
| Industrials | 7.15% | 3.12% | -4.03% |
| Consumer Cyclical | 9.18% | 6.71% | -2.47% |
| Financial Services | 10.59% | 8.45% | -2.14% |
| Energy | 1.18% | 0% | -1.18% |
| Basic Materials | 4.51% | 4.67% | +0.16% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 66.92% | 63.1% | -3.82% |
| Large Cap | 28.64% | 27.13% | -1.51% |
| Unclassified | 2.46% | 9.77% | +7.31% |
| Mid Cap | 1.98% | 0% | -1.98% |
Quarter-over-quarter position changes