S&P 500 की तुलना में प्रदर्शन

03
ट्रैक किया गया Q1 2025–Q2 2026 +31.9%

वार्षिक: +24.8%

यह तिमाही SEC 13F स्नैपशॉट से निर्मित एक बाय-एंड-होल्ड पोर्टफोलियो का अनुमान लगाता है। इसमें नकद, शॉर्ट पोजीशन, विकल्प/डेरिवेटिव और गैर-13(f) प्रतिभूतियां शामिल नहीं हैं — यह केवल प्रकट किए गए लॉन्ग-इक्विटी बुक को दर्शाता है, न कि कुल फंड AUM को। SEC फाइलिंग में 45 दिनों तक की देरी हो सकती है; यह वास्तविक समय में कॉपी करने योग्य टाइमिंग नहीं है।

मूल्यांकन योग्य कवरेज: 93.8% · विकल्पों को बाहर रखा गया: 0.0%

क्षेत्रवार विवरण

04
Technology 22.3%
Financials 12.0%
Industrials 10.9%
Healthcare 8.6%
Communication Services 8.1%
Retail 6.4%
Energy 3.9%
Consumer Discretionary 3.8%
Consumer Staples 3.4%
Materials 2.0%
Utilities 1.6%
Real Estate 1.1%
Consumer products 0.6%
अन्य/अनमैप्ड 15.5%

पूर्ण पोर्टफोलियो 178 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
AAPL Apple Inc. - Common Stock $5485860 3.78% 18959 $2362857 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $5219338 3.59% 21899 $952511 ऊपर ×2
NVDA NVIDIA Corporation - Common Stock $4930861 3.39% 24643 $281625 नीचे ×1
MSFT Microsoft Corporation - Common Stock $4665825 3.21% 12508 $403666 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $4093299 2.82% 10836 $667642 नीचे ×1
SPY SPY $4016266 2.76% 5378 $653259 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $3565838 2.45% 9978 $-253246 नीचे ×1
BIL SPDR SERIES TRUST $3145818 2.16% 34328 $296089 ऊपर ×2
EQAL Invesco Exchange-Traded Fund Trust II $2826051 1.94% 47694 $339663 ऊपर ×1
CSCO Cisco Systems, Inc. - Common Stock $2677360 1.84% 22794 $633267 नीचे ×1
IEI iShares 3-7 Year Treasury Bond ETF $2324218 1.60% 19789 $304460 ऊपर ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2182972 1.50% 4571 $666590 ऊपर ×2
ABBV AbbVie Inc. Common Stock $2167883 1.49% 8615 $775077 ऊपर ×2
JPM JP Morgan Chase & Co. Common Stock $2039392 1.40% 6230 $224476 ऊपर ×1
BN Brookfield Corporation Class A Limited Voting Shares $1812375 1.25% 42554 $295438 ऊपर ×2
ASML ASML Holding N.V. - New York Registry Shares $1800443 1.24% 905 $-113440 नीचे ×1
GEV GE Vernova Inc. Common Stock $1794729 1.24% 1528 $482707 ऊपर ×2
MBB iShares MBS ETF $1791438 1.23% 18953 $286006 ऊपर ×1
IBM International Business Machines Corporation Common Stock $1763801 1.21% 6273 $252877 ऊपर ×2
V Visa Inc. $1705184 1.17% 4970 $257690 ऊपर ×2
PM Philip Morris International Inc Common Stock $1620230 1.11% 8956 $204589 ऊपर ×2
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1589962 1.09% 30337 $209211 ऊपर ×2
GILD Gilead Sciences, Inc. - Common Stock $1509261 1.04% 11946 $-152728 ऊपर ×2
GE GE Aerospace Common Stock $1497003 1.03% 4006 $1224236 ऊपर ×1
IEF iShares 7-10 Year Treasury Bond ETF $1375142 0.95% 14541 $306214 ऊपर ×2
PWR Quanta Services, Inc. Common Stock $1362316 0.94% 1892 $-12430 नीचे ×1
WMT Walmart Inc. - Common Stock $1283462 0.88% 11332 $-110214 ऊपर ×1
CVX Chevron Corporation Common Stock $1219086 0.84% 7353 $-285098 ऊपर ×2
COST Costco Wholesale Corporation - Common Stock $1190303 0.82% 1272 $-40645 ऊपर ×2
NFLX Netflix, Inc. - Common Stock $1168711 0.80% 16369 $611858 ऊपर ×2
TSLA Tesla, Inc. - Common Stock $1154126 0.79% 2744 $122148 नीचे ×2
LLY Eli Lilly and Company Common Stock $1128489 0.78% 941 $240911 नीचे ×2
JNJ Johnson & Johnson Common Stock $1104123 0.76% 4346 $48629 ऊपर ×1
UBER Uber Technologies, Inc. Common Stock $1080380 0.74% 14972 $515514 ऊपर ×2
CAT Caterpillar, Inc. Common Stock $1077787 0.74% 1012 $379173 ऊपर ×2
CRH CRH PLC Ordinary Shares $1065720 0.73% 9960 $18725
GOOG Alphabet Inc. - Class C Capital Stock $1056091 0.73% 2989 $189537 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $1033637 0.71% 1835 $-516835 नीचे ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $1011320 0.70% 1048 $337885 नीचे ×2
WMB Williams Companies, Inc. (The) Common Stock $999353 0.69% 13443 $113329 ऊपर ×2
MA Mastercard Incorporated Common Stock $999318 0.69% 1946 $137404 ऊपर ×1
BAC Bank of America Corporation Common Stock $951167 0.65% 16693 $160783 ऊपर ×2
KLAC KLA Corporation - Common Stock $950386 0.65% 3150 $452711 ऊपर ×2
C Citigroup, Inc. Common Stock $928915 0.64% 6637 $83217 नीचे ×1
DELL Dell Technologies Inc. Class C Common Stock $928070 0.64% 2151 $-21094 नीचे ×1
MRK Merck & Company, Inc. Common Stock (new) $913196 0.63% 7105 $192894 ऊपर ×2
RACE Ferrari N.V. Common Shares $909504 0.63% 2443 ऊपर ×1
ABNB Airbnb, Inc. - Class A Common Stock $883499 0.61% 6174 $213331 ऊपर ×2
NEE NextEra Energy, Inc. Common Stock $857358 0.59% 9768 $-24827 ऊपर ×2
LNG Cheniere Energy, Inc. Common Stock $844661 0.58% 3534 $-22793 ऊपर ×2
AMAT Applied Materials, Inc. - Common Stock $843741 0.58% 1167 $443163 नीचे ×1
VZ Verizon Communications Inc. Common Stock $838254 0.58% 19781 $-86117 ऊपर ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $825900 0.57% 1987 $400673 ऊपर ×2
CB Chubb Limited Common Stock $814709 0.56% 2391 $223798 ऊपर ×2
FDX FedEx Corporation Common Stock $814138 0.56% 2600 $-330268 नीचे ×1
SLB SLB Limited Common Shares $812087 0.56% 17468 $48997 ऊपर ×2
AMD Advanced Micro Devices, Inc. - Common Stock $799913 0.55% 1377 ऊपर ×1
RTX RTX Corporation Common Stock $792123 0.55% 4175 $9721 ऊपर ×1
AZN AstraZeneca PLC - American Depositary Shares $778200 0.54% 4104 $-3975 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $772146 0.53% 9501 $91803 ऊपर ×1
SCHW Charles Schwab Corporation (The) Common Stock $739551 0.51% 8015 $207245 ऊपर ×2
PLD Prologis, Inc. Common Stock $732351 0.50% 5406 $46866 ऊपर ×2
PEP PepsiCo, Inc. - Common Stock $699810 0.48% 5165 $-62599 ऊपर ×2
TMUS T-Mobile US, Inc. - Common Stock $695843 0.48% 4149 $-204680 नीचे ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $694666 0.48% 13065 $30587 ऊपर ×2
SHY iShares 1-3 Year Treasury Bond ETF $690217 0.47% 8406 $169696 ऊपर ×1
WFC Wells Fargo & Company Common Stock $685601 0.47% 8296 $8230 नीचे ×1
DASH DoorDash, Inc. - Common Stock $679809 0.47% 3684 $185365 ऊपर ×2
TDG Transdigm Group Incorporated Common Stock $658028 0.45% 494 $117953 ऊपर ×2
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $641775 0.44% 1292 ऊपर ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $634995 0.44% 1269 $33120 ऊपर ×2
LUV Southwest Airlines Company Common Stock $617914 0.43% 12017 $173160 ऊपर ×2
URI United Rentals, Inc. Common Stock $599299 0.41% 529 $275818 ऊपर ×2
FCX Freeport-McMoRan, Inc. Common Stock $597015 0.41% 9493 $54476 ऊपर ×2
COP ConocoPhillips Common Stock $591740 0.41% 5692 $-145876 ऊपर ×2
ALL Allstate Corporation (The) Common Stock $579860 0.40% 2437 $98002 ऊपर ×1
GLD SPDR Gold Shares $575410 0.40% 1562 $-88097 ऊपर ×1
TMO Thermo Fisher Scientific Inc Common Stock $549491 0.38% 1096 $45181 ऊपर ×2
BTI British American Tobacco Industries, p.l.c. Common Stock ADR $548244 0.38% 8877 $57388 ऊपर ×2
AMGN Amgen Inc. - Common Stock $537911 0.37% 1486 $12934 नीचे ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $531981 0.37% 526 $100526 ऊपर ×2
TLT iShares 20+ Year Treasury Bond ETF $530878 0.37% 6143 $-28619 नीचे ×1
HLT Hilton Worldwide Holdings Inc. Common Stock $528406 0.36% 1599 $-86444 नीचे ×2
MO Altria Group, Inc. $523148 0.36% 7271 $36660 नीचे ×1
GM General Motors Company Common Stock $517746 0.36% 6717 $42436 ऊपर ×2
APH Amphenol Corporation Common Stock $512739 0.35% 2908 $184608 ऊपर ×2
LIN Linde plc - Ordinary Shares $510118 0.35% 983 $37659 ऊपर ×2
ENB Enbridge Inc Common Stock $507189 0.35% 9356 $20146 ऊपर ×1
COF Capital One Financial Corporation Common Stock $492321 0.34% 2454 $44455 नीचे ×2
NRG NRG Energy, Inc. Common Stock $474695 0.33% 3250 $173354 ऊपर ×1
NOC Northrop Grumman Corporation Common Stock $474168 0.33% 931 $-152811 ऊपर ×2
TFC Truist Financial Corporation Common Stock $474087 0.33% 9516 $36820 ऊपर ×1
PFE Pfizer, Inc. Common Stock $452752 0.31% 18802 $-66166 ऊपर ×2
PRU Prudential Financial, Inc. Common Stock $441757 0.30% 4093 $53732 ऊपर ×1
VLO Valero Energy Corporation Common Stock $435716 0.30% 1673 $39894 ऊपर ×2
MET MetLife, Inc. Common Stock $431003 0.30% 5094 $70755
DHR Danaher Corporation Common Stock $429151 0.30% 2253 $13927 ऊपर ×2
DE Deere & Company Common Stock $421829 0.29% 665 $115394 ऊपर ×1
MCK McKesson Corporation Common Stock $418602 0.29% 554 $-224360 नीचे ×1
KKR KKR & Co. Inc. Common Stock $417599 0.29% 4550 $67024 ऊपर ×2

सबसे बड़े नए दांव

09

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षामूल्यशेयर% पोर्टफोलियो का
RACE $909504 2443 0.63%
AMD $799913 1377 0.55%
VRTX $641775 1292 0.44%
AEP $377711 2760 0.26%
NBIS $345765 1252 0.24%
PANW $308623 905 0.21%
MU $301272 261 0.21%
RCL $268948 847 0.19%
TROW $267399 2352 0.18%
SWK $267395 2841 0.18%
LRCX $256673 592 0.18%
INTC $254825 1825 0.18%
CYD $250704 5288 0.17%
ACN $244837 1967 0.17%
MNST $244433 2543 0.17%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
AAPL अधिक खरीदा +7K +$2.4M
AMZN अधिक खरीदा +1K +$953K
ABBV अधिक खरीदा +2K +$775K
AVGO छंटनी की -232 +$668K
TSM अधिक खरीदा +84 +$667K
SPY अधिक खरीदा +207 +$653K
CSCO छंटनी की -4K +$633K
NFLX अधिक खरीदा +11K +$612K
META छंटनी की -875 -$517K
UBER अधिक खरीदा +7K +$516K

1 position hidden — reported move looks larger than the position itself (data completeness check)

बाहर निकली पोजीशन

11

कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं

बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।

सुरक्षाQuarterशेयर पहलेमूल्य पहलेनिकास के बाद से मूल्य
XOM 30 जून 2026 13489 $2288718 19.4%
IWD 30 जून 2026 2549 $544645
AIG 31 मार्च 2026 6325 $541104 0.2%
QCOM 30 जून 2026 3057 $393680 -1.2%
CRBG 31 मार्च 2026 12763 $385060 45.8%
TT 31 मार्च 2026 979 $381027 10.6%
BLK 30 जून 2026 388 $373143 10.0%
XEL 31 मार्च 2026 4302 $317746 -10.1%
PPL 30 जून 2026 8307 $317327 -9.5%
ACN 31 मार्च 2026 1104 $296203 -0.5%
ORCL 30 जून 2025 2103 $294020 -33.4%
GLPI 30 जून 2025 5667 $288450 -19.7%
SNY 30 जून 2026 5941 $286237 -7.6%
STT 31 मार्च 2026 2077 $267954 38.3%
EMBJ 30 जून 2026 4441 $263529 19.7%
AEM 30 जून 2026 1165 $236472 17.2%
CMCSA 30 जून 2025 6395 $235976 -39.8%
GFI 30 जून 2026 5149 $233765 5.5%
BVN 30 जून 2026 6336 $228349 6.4%
TROW 31 मार्च 2026 2230 $228307 14.5%
MRSH 30 जून 2025 901 $219871 -22.7%
INTU 31 मार्च 2026 326 $215949 -33.5%
RYAAY 30 जून 2026 3644 $210623 -16.1%
NVO 30 जून 2026 5621 $206572 -22.8%
MDT 31 मार्च 2026 2115 $203167 0.3%
CPRT 31 मार्च 2026 5171 $202445 -18.7%
ZTS 30 जून 2025 1229 $202355 -55.0%
MNST 31 मार्च 2026 2638 $202255 18.8%
ITOT 30 जून 2025 1651 $201439 24.6%
HMY 30 जून 2026 10881 $167241 12.7%
SBSW 30 जून 2026 13323 $164139 16.5%
VNET 30 जून 2026 16762 $140633 -31.7%
TIGR 31 मार्च 2026 12659 $121020 -31.3%
SAN 30 जून 2026 10562 $119139 -0.7%
VLRS 30 जून 2026 13764 $99651 -30.0%
AEG 31 मार्च 2026 11241 $86668 16.9%