Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IVV) | 151,500 | $116.0M | 25.99% |
| 2 | Nvidia Corporation(NVDA) | 136,141 | $31.1M | 6.97% |
| 3 | Meta Platforms Inc(META) | 41,202 | $29.9M | 6.69% |
| 4 | Advanced Micro Devices Inc(AMD) | 30,421 | $18.6M | 4.17% |
| 5 | Taiwan Semiconductor Manufac(TSM) | 23,403 | $10.7M | 2.39% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 0% | 12.14% |
| Microsoft Corp(MSFT) |
| 19,702 |
| $10.1M |
| 2.26% |
| 7 | Applied Matls Inc(AMAT) | 15,422 | $7.9M | 1.77% |
| 8 | Ishares TR(SOXX) | 11,356 | $6.5M | 1.45% |
| 9 | GE Vernova Inc(GEV) | 6,717 | $6.4M | 1.43% |
| 10 | Micron Technology Inc(MU) | 5,881 | $6.3M | 1.40% |
| +12.14% |
| Financial Services | 6.67% | 0% | -6.67% |
| Consumer Cyclical | 4.26% | 0% | -4.26% |
| Technology | 39.58% | 35.47% | -4.11% |
| Industrials | 0% | 2.6% | +2.6% |
| Unclassified | 49.49% | 49.79% | +0.3% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 50.51% | 50.21% | -0.3% |
| Unclassified | 49.49% | 49.79% | +0.3% |
Quarter-over-quarter position changes