Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 57,770 | $13.2M | 9.70% |
| 2 | Apple Inc(AAPL) | 34,134 | $11.4M | 8.35% |
| 3 | Microsoft Corp(MSFT) | 17,541 | $9.0M | 6.61% |
| 4 | Amazon COM Inc(AMZN) | 22,856 | $5.7M | 4.18% |
| 5 | Ishares TR(STIP) | 52,148 | $5.2M | 3.82% |
| 6 |
Latest filing, equity positions only
| Alphabet Inc(GOOGL) |
| 13,129 |
| $4.5M |
| 3.32% |
| 7 | Advanced Micro Devices Inc(AMD) | 6,804 | $4.2M | 3.06% |
| 8 | Meta Platforms Inc(META) | 5,601 | $4.1M | 2.98% |
| 9 | Micron Technology Inc(MU) | 3,802 | $4.0M | 2.97% |
| 10 | Vanguard World FD(MGK) | 43,315 | $4.0M | 2.95% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 44.75% | 45.98% | +1.23% |
| Industrials | 3.09% | 1.98% | -1.11% |
| Consumer Cyclical | 8.28% | 7.62% | -0.66% |
| Unclassified | 22.2% | 22.77% | +0.57% |
| Consumer Defensive | 3.42% | 3.13% | -0.29% |
| Healthcare | 3.53% | 3.7% | +0.17% |
| Energy | 0.48% | 0.62% | +0.14% |
| Communication Services | 10.47% | 10.42% | -0.05% |
| Financial Services | 3.6% | 3.62% | +0.02% |
| Utilities | 0.18% | 0.16% | -0.02% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 67.63% | 67.54% | -0.09% |
| Unclassified | 22.2% | 22.77% | +0.57% |
| Large Cap | 10.16% | 9.7% | -0.46% |
Quarter-over-quarter position changes