S&P 500 की तुलना में प्रदर्शन

03
ट्रैक किया गया Q4 2025–Q1 2026 -3.3%
S&P 500 कुल रिटर्न (समान अवधि) -5.4%
अतिरिक्त रिटर्न +2.1%

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: 93.0% · विकल्पों को बाहर रखा गया: 0.0%

क्षेत्रवार विवरण

04
Technology 12.3%
Financials 8.3%
Industrials 5.2%
Communication Services 4.9%
Healthcare 4.9%
Retail 4.4%
Energy 3.7%
Consumer Discretionary 2.7%
Consumer Staples 1.5%
Utilities 1.3%
Materials 0.7%
Consumer products 0.6%
Real Estate 0.3%
अन्य/अनमैप्ड 49.1%

पूर्ण पोर्टफोलियो 117 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
SPY SPY $38095412 25.44% 58578 $-1780023 ऊपर ×1
ITOT iShares Trust $14229132 9.50% 99903 $-312811 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $6409848 4.28% 36754 $-579746 नीचे ×1
BBJP J.P. Morgan Exchange-Traded Fund Trust $3172754 2.12% 46042 $138126
XOM Exxon Mobil Corporation Common Stock $3047631 2.03% 17963 $887345 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $2738003 1.83% 9522 $-233493 ऊपर ×1
VTV VANGUARD INDEX FUNDS $2637699 1.76% 13444 $533007 ऊपर ×1
VGIT Vanguard Intermediate-Term Treasury ETF $2606980 1.74% 43778 $-16636
BBCA J.P. Morgan Exchange-Traded Fund Trust $2593140 1.73% 27569 $29223
BBEU J.P. Morgan Exchange-Traded Fund Trust $2275846 1.52% 31430 $-27973
MSFT Microsoft Corporation - Common Stock $2243185 1.50% 6060 $-650479 ऊपर ×1
AAPL Apple Inc. - Common Stock $2054427 1.37% 8095 $-136940 ऊपर ×1
WMT Walmart Inc. - Common Stock $1790888 1.20% 14410 $220441 ऊपर ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS $1744154 1.16% 34960 $-34100 नीचे ×1
VGSH Vanguard Short-Term Treasury ETF $1715046 1.15% 29297 $-5567
JPM JP Morgan Chase & Co. Common Stock $1664579 1.11% 5659 $-102660 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1552236 1.04% 7453 $-124671 ऊपर ×1
ASML ASML Holding N.V. - New York Registry Shares $1489896 0.99% 1128 $297002 ऊपर ×1
JNJ Johnson & Johnson Common Stock $1332987 0.89% 5453 $219182 ऊपर ×1
LLY Eli Lilly and Company Common Stock $1329387 0.89% 1445 $-131441 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $1314668 0.88% 1554 $-51298
DKNG DraftKings Inc. - Class A Common Stock $1312420 0.88% 60704 $-777717 ऊपर ×1
PH Parker-Hannifin Corporation Common Stock $1301679 0.87% 1454 $75530 ऊपर ×1
NEE NextEra Energy, Inc. Common Stock $1216635 0.81% 13099 $182067 ऊपर ×1
BAC Bank of America Corporation Common Stock $1162883 0.78% 23854 $-197212 नीचे ×1
HD Home Depot, Inc. (The) Common Stock $1155290 0.77% 3513 $-49615 ऊपर ×1
MS Morgan Stanley Common Stock $1154623 0.77% 7016 $-90927
TSLA Tesla, Inc. - Common Stock $1149079 0.77% 3091 $-230662 ऊपर ×1
MCD McDonald's Corporation Common Stock $1079251 0.72% 3473 $22521 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $1028805 0.69% 10700 $64952 ऊपर ×1
GD General Dynamics Corporation Common Stock $992907 0.66% 2893 $59228 ऊपर ×1
RTX RTX Corporation Common Stock $977617 0.65% 5068 $48146
GOOG Alphabet Inc. - Class C Capital Stock $971777 0.65% 3388 $-61191 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $962391 0.64% 6663 $28358 ऊपर ×1
WFC Wells Fargo & Company Common Stock $918938 0.61% 11543 $-156870
UNH UnitedHealth Group Incorporated Common Stock (DE) $912530 0.61% 3372 $-228434 नीचे ×1
BLK BlackRock, Inc. Common Stock $903046 0.60% 939 $-85948 ऊपर ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $891646 0.60% 2276 ऊपर ×1
TJX TJX Companies, Inc. (The) Common Stock $883780 0.59% 5534 $33702
USB U.S. Bancorp Common Stock $862656 0.58% 16586 $-32072 नीचे ×1
ADI Analog Devices, Inc. - Common Stock $860887 0.57% 2706 $127020
ANET Arista Networks, Inc. Common Stock $825327 0.55% 6722 $-54146 ऊपर ×1
CVX Chevron Corporation Common Stock $822694 0.55% 3976 $216866 ऊपर ×1
PM Philip Morris International Inc Common Stock $814134 0.54% 4924 $24324
DE Deere & Company Common Stock $789747 0.53% 1402 $177988 ऊपर ×1
COP ConocoPhillips Common Stock $778008 0.52% 5894 $226271
ETN Eaton Corporation, PLC Ordinary Shares $777575 0.52% 2174 ऊपर ×1
ABBV AbbVie Inc. Common Stock $767879 0.51% 3531 $-27739 ऊपर ×1
ISRG Intuitive Surgical, Inc. - Common Stock $761094 0.51% 1651 $-125826 ऊपर ×1
CB Chubb Limited Common Stock $735950 0.49% 2258 ऊपर ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $701176 0.47% 1796 $-129467 ऊपर ×1
CME CME Group Inc. - Class A Common Stock $691710 0.46% 2342 $52157
COST Costco Wholesale Corporation - Common Stock $646876 0.43% 649 $121568 ऊपर ×1
TXN Texas Instruments Incorporated - Common Stock $628237 0.42% 3236 $66303 नीचे ×1
QQQ Invesco QQQ Trust, Series 1 $617583 0.41% 1070 $124906 ऊपर ×1
AXP American Express Company Common Stock $612824 0.41% 2026 $-136695
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $588937 0.39% 1229 $-30328 नीचे ×1
SYY Sysco Corporation Common Stock $559505 0.37% 7844 $2103 ऊपर ×1
NSC Norfolk Southern Corporation Common Stock $552297 0.37% 1924 $-3300
MDLZ Mondelez International, Inc. - Class A Common Stock $550159 0.37% 9545 $67355 ऊपर ×1
DOV Dover Corporation Common Stock $548015 0.37% 2629 $34729
IJR iShares Trust $535030 0.36% 4304 $39408 ऊपर ×1
BMY Bristol-Myers Squibb Company Common Stock $522318 0.35% 8612 $59998 ऊपर ×1
VOO VANGUARD INDEX FUNDS $510766 0.34% 855 ऊपर ×1
FELV Fidelity Covington Trust $509976 0.34% 14608 $5969 ऊपर ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $508156 0.34% 2442 $-1563
IVV iShares Trust $504278 0.34% 772 $-24496
APD Air Products and Chemicals, Inc. Common Stock $500224 0.33% 1722 $74856
PEP PepsiCo, Inc. - Common Stock $493667 0.33% 3179 $91524 ऊपर ×1
MDT Medtronic plc. Ordinary Shares $487146 0.33% 5622 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $424465 0.28% 1256 $47034 ऊपर ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $423627 0.28% 2896 $-116022 नीचे ×1
PLD Prologis, Inc. Common Stock $420333 0.28% 3180 $23120 ऊपर ×1
IBM International Business Machines Corporation Common Stock $418608 0.28% 1727 $-92650 ऊपर ×1
CSCO Cisco Systems, Inc. - Common Stock $413091 0.28% 5324 $18409 ऊपर ×1
EOG EOG Resources, Inc. Common Stock $412458 0.28% 2853 $103414 नीचे ×1
V Visa Inc. $401839 0.27% 1330 $-43026 ऊपर ×1
INTC Intel Corporation - Common Stock $401371 0.27% 9095 $56607 नीचे ×1
SCHX SCHWAB STRATEGIC TRUST $391907 0.26% 15285 $39117 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $382183 0.26% 668 $79862 ऊपर ×1
TXT Textron Inc. Common Stock $381453 0.25% 4356 $1786 ऊपर ×1
NOC Northrop Grumman Corporation Common Stock $373185 0.25% 547 $61280
RDDT Reddit, Inc. Class A Common Stock $368402 0.25% 2736 $-246960 ऊपर ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $361317 0.24% 3046 $-132056 नीचे ×1
XEL Xcel Energy Inc. - Common Stock $358036 0.24% 4507 $25149
KO Coca-Cola Company (The) Common Stock $357131 0.24% 4696 $30092 ऊपर ×1
IJH iShares Trust $354870 0.24% 5255 $8040
CI The Cigna Group Common Stock $350243 0.23% 1313 $-11134
CMS CMS Energy Corporation Common Stock $349032 0.23% 4499 $34417
PPG PPG Industries, Inc. Common Stock $348322 0.23% 3259 $14405
CMCSA Comcast Corporation - Class A Common Stock $346431 0.23% 12067 $-14219 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $344896 0.23% 1114 $-6088 ऊपर ×1
KRE SPDR SERIES TRUST $344644 0.23% 5290 $14761 ऊपर ×1
ABT Abbott Laboratories Common Stock $328091 0.22% 3196 $-86036 नीचे ×1
RSG Republic Services, Inc. Common Stock $319550 0.21% 1459 $10344
KMI Kinder Morgan, Inc. Common Stock $312667 0.21% 9325 $56323
BX Blackstone Inc. Common Stock $309910 0.21% 2695 $-86616 ऊपर ×1
PSTG Everpure, Inc. Class A common stock $307362 0.21% 5206 $-32915 ऊपर ×1
AJG Arthur J. Gallagher & Co. Common Stock $301479 0.20% 1392 $-58757
RACE Ferrari N.V. Common Shares $296482 0.20% 876 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
STX $891646 2276 0.60%
ETN $777575 2174 0.52%
CB $735950 2258 0.49%
VOO $510766 855 0.34%
MDT $487146 5622 0.33%
RACE $296482 876 0.20%
SPUS $242534 5036 0.16%
SLB $236394 4600 0.16%
LIN $227554 459 0.15%
KLAC $206137 140 0.14%
TER $205150 692 0.14%
BTBT $19919 15205 0.01%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
SPY अधिक खरीदा +103 -$1.8M
XOM अधिक खरीदा +11 +$887K
DKNG अधिक खरीदा +50 -$778K
MSFT अधिक खरीदा +77 -$650K
NVDA छंटनी की -724 -$580K
VTV अधिक खरीदा +2K +$533K
ITOT अधिक खरीदा +2K -$313K
ASML अधिक खरीदा +13 +$297K
RDDT अधिक खरीदा +59 -$247K
GOOGL अधिक खरीदा +28 -$233K

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
HOOD 31 मार्च 2026 2865 $324032 62.7%
CRM 31 मार्च 2026 1205 $319174 25.7%
NOW 31 मार्च 2026 1695 $259657 28.5%
TMO 31 मार्च 2026 371 $214976 33.2%
VUG 31 मार्च 2026 437 $213032
MGK 31 मार्च 2026 506 $208862 27.1%
PANW 31 मार्च 2026 1132 $208514 151.5%
PAYX 31 मार्च 2026 1330 $149199 7.4%