S&P 500 की तुलना में प्रदर्शन

03
ट्रैक किया गया Q4 2025–Q2 2026 +7.4%
S&P 500 कुल रिटर्न (समान अवधि) +8.7%
अतिरिक्त रिटर्न -1.3%

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: 89.1% · विकल्पों को बाहर रखा गया: 0.0%

क्षेत्रवार विवरण

04
Technology 44.2%
Communication Services 11.6%
Retail 7.1%
Consumer Discretionary 3.6%
Financials 3.6%
Healthcare 3.5%
Industrials 3.1%
Materials 0.6%
Consumer Staples 0.6%
Energy 0.5%
Consumer products 0.4%
Utilities 0.2%
अन्य/अनमैप्ड 21.0%

पूर्ण पोर्टफोलियो 100 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
NVDA NVIDIA Corporation - Common Stock $12331147 9.41% 61628 $1103154 नीचे ×2
AAPL Apple Inc. - Common Stock $9899874 7.55% 34213 $732979 नीचे ×2
MSFT Microsoft Corporation - Common Stock $6626700 5.06% 17765 $-180726 नीचे ×2
AMZN Amazon.com, Inc. - Common Stock $5358598 4.09% 22483 $593589 नीचे ×2
STIP iShares 0-5 Year TIPS Bond ETF $4816538 3.68% 47147 $662065 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $4602926 3.51% 12880 $747034 नीचे ×2
AVGO Broadcom Inc. - Common Stock $4237222 3.23% 11217 $487199 नीचे ×2
MU Micron Technology, Inc. - Common Stock $4132358 3.15% 3580 $3122106 ऊपर ×2
GOOG Alphabet Inc. - Class C Capital Stock $3911010 2.98% 11069 $672361 नीचे ×2
AMD Advanced Micro Devices, Inc. - Common Stock $3888612 2.97% 6694 $2564283 ऊपर ×2
MGK VANGUARD WORLD FUND $3816636 2.91% 43415 $579934 ऊपर ×2
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $3764808 2.87% 70807 $835313 ऊपर ×2
TSLA Tesla, Inc. - Common Stock $3382045 2.58% 8041 $409532 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $3096405 2.36% 5497 $-90931 नीचे ×2
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF $2669059 2.04% 88939 $-321553 नीचे ×2
LRCX Lam Research Corporation - Common Stock $2124150 1.62% 4899 $1115383 ऊपर ×2
INTC Intel Corporation - Common Stock $2081604 1.59% 14908 $1552529 ऊपर ×1
XLK SELECT SECTOR SPDR TRUST $1720205 1.31% 9029 $519453 नीचे ×1
AMAT Applied Materials, Inc. - Common Stock $1693989 1.29% 2343 $971445 ऊपर ×1
WMT Walmart Inc. - Common Stock $1682477 1.28% 14855 $274226 ऊपर ×2
CSCO Cisco Systems, Inc. - Common Stock $1626351 1.24% 13846 $645225 ऊपर ×2
COST Costco Wholesale Corporation - Common Stock $1525752 1.16% 1631 $-24693 ऊपर ×2
KLAC KLA Corporation - Common Stock $1435234 1.10% 4757 $747619 ऊपर ×2
LLY Eli Lilly and Company Common Stock $1315775 1.00% 1097 $-16052 नीचे ×2
QTEC First Trust NASDAQ-100-Technology Sector Index Fund $1256092 0.96% 3753 $445519
RTX RTX Corporation Common Stock $1252787 0.96% 6603 $3759 ऊपर ×2
VOO Vanguard S&P 500 ETF $1245873 0.95% 1814 $156539 नीचे ×1
NFLX Netflix, Inc. - Common Stock $1146541 0.87% 16058 $-426185 नीचे ×1
VIS Vanguard Industrials ETF $1038615 0.79% 2882 $138797
SCHG SCHWAB STRATEGIC TRUST $1033609 0.79% 30544 $144707 ऊपर ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $1021329 0.78% 8754 $-205521 ऊपर ×2
SPY SPY $951385 0.73% 1274 $86433 नीचे ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $910003 0.69% 1742 $101395
PANW Palo Alto Networks, Inc. - Common Stock $907113 0.69% 2660 $518337 ऊपर ×2
JPM JP Morgan Chase & Co. Common Stock $881172 0.67% 2692 $144890 ऊपर ×2
V Visa Inc. $877281 0.67% 2557 $-140966 नीचे ×2
LIN Linde plc - Ordinary Shares $789827 0.60% 1522 $63539 ऊपर ×2
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $757090 0.58% 1513 $134609 ऊपर ×2
TXN Texas Instruments Incorporated - Common Stock $750540 0.57% 2518 $364590 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $747560 0.57% 702 $275726 ऊपर ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $628064 0.48% 823 $327448 ऊपर ×2
VTI Vanguard Morningstar Total Stock Market ETF $610566 0.47% 1650 $81229
MA Mastercard Incorporated Common Stock $610157 0.47% 1188 $-232769 नीचे ×2
AMGN Amgen Inc. - Common Stock $605827 0.46% 1673 $115700 ऊपर ×1
GE GE Aerospace Common Stock $596847 0.46% 1597 $4335 नीचे ×2
MGV VANGUARD WORLD FUND $595121 0.45% 3641 $67358
MRVL Marvell Technology, Inc. - Common Stock $566289 0.43% 1901 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $563333 0.43% 557 $113266 ऊपर ×2
XLF SELECT SECTOR SPDR TRUST $553845 0.42% 10331 $43804
QCOM QUALCOMM Incorporated - Common Stock $545870 0.42% 2954 $250706 ऊपर ×1
GEV GE Vernova Inc. Common Stock $545135 0.42% 464 $45550 नीचे ×2
PG Procter & Gamble Company (The) Common Stock $542568 0.41% 3700 $37606 ऊपर ×2
IYW iShares U.S. Technology ETF $538763 0.41% 2136 $151250
ADI Analog Devices, Inc. - Common Stock $521087 0.40% 1312 $181632 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $505584 0.39% 3734 $39093 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $503980 0.38% 1429 $60636 ऊपर ×2
SNDK Sandisk Corporation - Common Stock $495673 0.38% 218 ऊपर ×1
SPMO Invesco S&P 500 Momentum ETF $490759 0.37% 3038 $93777 नीचे ×1
JNJ Johnson & Johnson Common Stock $475432 0.36% 1872 $67217 ऊपर ×2
ORCL Oracle Corporation Common Stock $472477 0.36% 3224 $14818 ऊपर ×2
CDNS Cadence Design Systems, Inc. - Common Stock $470651 0.36% 1254 $131650 ऊपर ×2
WDC Western Digital Corporation - Common Stock $466266 0.36% 730 ऊपर ×1
GILD Gilead Sciences, Inc. - Common Stock $457224 0.35% 3619 $41623 ऊपर ×1
IVV iShares Trust $456823 0.35% 610 $108009 ऊपर ×2
XLI SELECT SECTOR SPDR TRUST $444552 0.34% 2400 $56400
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $438424 0.33% 454 ऊपर ×1
BKNG Booking Holdings Inc. - Common Stock $431697 0.33% 2422 $44348 ऊपर ×2
APP Applovin Corporation - Class A Common Stock $428671 0.33% 832 $119027 ऊपर ×2
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $419737 0.32% 845 $57147 ऊपर ×2
CARR Carrier Global Corporation Common Stock $417508 0.32% 5692 $96991
MCD McDonald's Corporation Common Stock $413304 0.32% 1529 $-41693 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $406742 0.31% 2975 $-38616 ऊपर ×2
IBM International Business Machines Corporation Common Stock $373166 0.28% 1327 $69694 ऊपर ×2
ABBV AbbVie Inc. Common Stock $330907 0.25% 1315 $77966 ऊपर ×2
ANET Arista Networks, Inc. Common Stock $330417 0.25% 1945 $41147 नीचे ×2
ASML ASML Holding N.V. - New York Registry Shares $330247 0.25% 166 ऊपर ×1
VFH Vanguard Financials ETF $319788 0.24% 2430 $26220
FTNT Fortinet, Inc. - Common Stock $318454 0.24% 2073 ऊपर ×1
TMUS T-Mobile US, Inc. - Common Stock $315836 0.24% 1883 $-169333 नीचे ×1
VUG Vanguard Morningstar Growth ETF $307520 0.23% 3570 $47630 ऊपर ×1
BAC Bank of America Corporation Common Stock $302507 0.23% 5309 $68702 ऊपर ×2
ISRG Intuitive Surgical, Inc. - Common Stock $294681 0.22% 741 $-275564 नीचे ×1
MAR Marriott International - Class A Common Stock $280907 0.21% 758 $44435 ऊपर ×1
MS Morgan Stanley Common Stock $271543 0.21% 1299 $69122 ऊपर ×2
VRT Vertiv Holdings, LLC Class A Common Stock $268860 0.21% 803 $53361 नीचे ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $268497 0.20% 646 $5484 नीचे ×2
SHOP Shopify Inc. - Class A Subordinate Voting Shares $258389 0.20% 2263 $30876 ऊपर ×1
SBUX Starbucks Corporation - Common Stock $254555 0.19% 2491 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $253129 0.19% 1957 $51310 ऊपर ×1
WFC Wells Fargo & Company Common Stock $244697 0.19% 2961 $26247 ऊपर ×2
CEG Constellation Energy Corporation - Common Stock When-Issued $238684 0.18% 961 $-17109 ऊपर ×2
SNPS Synopsys, Inc. - Common Stock $236417 0.18% 530 ऊपर ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $230593 0.18% 2504 $-4705 नीचे ×1
KO Coca-Cola Company (The) Common Stock $225617 0.17% 2758 ऊपर ×1
URI United Rentals, Inc. Common Stock $220914 0.17% 195
CVX Chevron Corporation Common Stock $218637 0.17% 1319 $-36057 ऊपर ×1
CRM Salesforce, Inc. Common Stock $215412 0.16% 1370 $-210009 नीचे ×2
DIS Walt Disney Company (The) Common Stock $215215 0.16% 2236 $-23326 नीचे ×2
C Citigroup, Inc. Common Stock $206581 0.16% 1476 ऊपर ×1
TMO Thermo Fisher Scientific Inc Common Stock $204054 0.16% 407 $-119203 नीचे ×2

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
MRVL $566289 1901 0.43%
SNDK $495673 218 0.38%
WDC $466266 730 0.36%
STX $438424 454 0.33%
ASML $330247 166 0.25%
FTNT $318454 2073 0.24%
SBUX $254555 2491 0.19%
SNPS $236417 530 0.18%
KO $225617 2758 0.17%
URI $220914 195 0.17%
C $206581 1476 0.16%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
MU अधिक खरीदा +591 +$3.1M
AMD अधिक खरीदा +184 +$2.6M
INTC अधिक खरीदा +3K +$1.6M
LRCX अधिक खरीदा +183 +$1.1M
NVDA छंटनी की -3K +$1.1M
AMAT अधिक खरीदा +229 +$971K
IGIB अधिक खरीदा +16K +$835K
KLAC अधिक खरीदा +4K +$748K
GOOGL छंटनी की -529 +$747K
AAPL छंटनी की -2K +$733K

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
NOW 31 मार्च 2026 3510 $537697 30.1%
INTU 30 जून 2026 1030 $445351 10.2%
DHR 31 मार्च 2026 1752 $401068 14.2%
PGR 31 मार्च 2026 1472 $335204 5.4%
HON 30 जून 2026 1248 $282085 -4.2%
ADBE 30 जून 2026 1089 $264714 15.7%
ACN 31 मार्च 2026 965 $258910 -0.5%
PH 31 मार्च 2026 294 $258414 7.5%
UBER 30 जून 2026 3463 $249094 -3.7%
SPGI 30 जून 2026 585 $248824 0.3%
URI 31 मार्च 2026 303 $245224 47.3%
FDHY 30 जून 2026 4943 $241263
MCK 31 मार्च 2026 277 $227444 4.7%
BLK 30 जून 2026 234 $225040 10.0%
REGN 30 जून 2026 272 $210158 17.3%
OTIS 30 जून 2026 2685 $206960 -9.7%