S&P 500 की तुलना में प्रदर्शन

03
ट्रैक किया गया Q2 2025–Q2 2026 +20.8%

वार्षिक: +20.8%

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: 88.9% · विकल्पों को बाहर रखा गया: 0.0%

क्षेत्रवार विवरण

04
Technology 22.6%
Financials 11.5%
Industrials 8.9%
Communication Services 8.2%
Healthcare 7.3%
Retail 6.0%
Consumer Discretionary 2.9%
Utilities 2.4%
Energy 2.0%
Consumer products 1.3%
Consumer Staples 1.2%
Real Estate 0.5%
Materials 0.4%
अन्य/अनमैप्ड 24.9%

पूर्ण पोर्टफोलियो 113 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
AAPL Apple Inc. - Common Stock $8496767 5.04% 29364 $840684 नीचे ×2
EFA iShares Trust $8175979 4.85% 78706 $827512 ऊपर ×2
GOOGL Alphabet Inc. - Class A Common Stock $7836767 4.65% 21929 $1035397 नीचे ×2
MUB iShares Trust $6590434 3.91% 61238 $253491 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $5644166 3.35% 15131 $135297 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $5623394 3.33% 23594 $698642 नीचे ×2
NVDA NVIDIA Corporation - Common Stock $5372217 3.18% 26849 $686787 नीचे ×2
IJH iShares Trust $5146861 3.05% 66747 $1104447 ऊपर ×2
JPM JP Morgan Chase & Co. Common Stock $3901446 2.31% 11919 $497132 ऊपर ×2
SUB iShares Trust $3854853 2.29% 36206 $275281 ऊपर ×1
JNJ Johnson & Johnson Common Stock $3720660 2.21% 14650 $189235 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $3264515 1.94% 8642 $577350 नीचे ×1
IAU iShares Gold Trust Shares $3036333 1.80% 40211 $-440785 ऊपर ×1
V Visa Inc. $2609886 1.55% 7607 $355780 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $2517907 1.49% 4470 $48022 ऊपर ×1
BLK BlackRock, Inc. Common Stock $2401976 1.42% 2498 $-10954 नीचे ×2
PANW Palo Alto Networks, Inc. - Common Stock $2400099 1.42% 7038 $1274172 ऊपर ×1
CMI Cummins Inc. Common Stock $2352166 1.39% 3298 $599296 ऊपर ×1
MS Morgan Stanley Common Stock $2334768 1.38% 11169 $468215 नीचे ×2
ABBV AbbVie Inc. Common Stock $2304771 1.37% 9159 $310605 नीचे ×2
BAC Bank of America Corporation Common Stock $2233730 1.32% 39202 $332188 ऊपर ×1
LLY Eli Lilly and Company Common Stock $2211749 1.31% 1844 $686770 ऊपर ×2
PG Procter & Gamble Company (The) Common Stock $2211184 1.31% 15079 $83294 ऊपर ×1
CVX Chevron Corporation Common Stock $2167643 1.28% 13077 $-509023 ऊपर ×1
IJR iShares Trust $2151978 1.28% 14510 $658393 ऊपर ×2
MAR Marriott International - Class A Common Stock $2149793 1.27% 5801 $254095 ऊपर ×1
WMT Walmart Inc. - Common Stock $2073225 1.23% 18305 $-156110 ऊपर ×1
CDNS Cadence Design Systems, Inc. - Common Stock $2050748 1.22% 5464 $497732 नीचे ×2
MRVL Marvell Technology, Inc. - Common Stock $2028035 1.20% 6808 $1373611 ऊपर ×2
AMD Advanced Micro Devices, Inc. - Common Stock $1982065 1.17% 3412 $1523737 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $1782541 1.06% 13165 $-291823 नीचे ×2
TSLA Tesla, Inc. - Common Stock $1740863 1.03% 4139 $248658 ऊपर ×2
ETN Eaton Corporation, PLC Ordinary Shares $1665703 0.99% 3909 $609862 ऊपर ×2
MRK Merck & Company, Inc. Common Stock (new) $1658679 0.98% 12908 $214236 ऊपर ×2
NEE NextEra Energy, Inc. Common Stock $1522634 0.90% 17348 $-32920 ऊपर ×2
SPY SPY $1486072 0.88% 1990 $52072 नीचे ×2
IBM International Business Machines Corporation Common Stock $1460605 0.87% 5194 $221023 ऊपर ×2
VWO Vanguard FTSE Emerging Markets ETF $1392568 0.83% 23330 $135635 ऊपर ×1
GD General Dynamics Corporation Common Stock $1372326 0.81% 3874 $58137 ऊपर ×1
DE Deere & Company Common Stock $1370787 0.81% 2161 $183914 ऊपर ×1
LRCX Lam Research Corporation - Common Stock $1356323 0.80% 3130 $1100999 ऊपर ×1
VNQ Vanguard Real Estate ETF $1351467 0.80% 14015 $126076 ऊपर ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $1344047 0.80% 2686 $109628 ऊपर ×1
RTX RTX Corporation Common Stock $1282196 0.76% 6758 $32590 ऊपर ×1
ORCL Oracle Corporation Common Stock $1257985 0.75% 8584 $15788 ऊपर ×1
VGSH Vanguard Short-Term Treasury ETF $1233142 0.73% 21188 $129487 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $1205813 0.71% 3419 $89889 ऊपर ×1
URI United Rentals, Inc. Common Stock $1175939 0.70% 1038 $518050 ऊपर ×1
SO Southern Company (The) Common Stock $1169577 0.69% 12220 $-9897
HON Honeywell International Inc. - Common Stock $1164057 0.69% 5199 $-13333 नीचे ×2
CSCO Cisco Systems, Inc. - Common Stock $1157803 0.69% 9857 $387179 नीचे ×2
DUK Duke Energy Corporation (Holding Company) Common Stock $1059854 0.63% 8373 $42974 ऊपर ×2
IEFA iShares Core MSCI EAFE ETF $1021334 0.61% 10575 $620739 ऊपर ×2
MCD McDonald's Corporation Common Stock $961763 0.57% 3558 $-144028
PNC PNC Financial Services Group, Inc. (The) Common Stock $951641 0.56% 3865 $177546 ऊपर ×2
MCHP Microchip Technology Incorporated - Common Stock $926683 0.55% 10161 $245952 नीचे ×2
COST Costco Wholesale Corporation - Common Stock $920502 0.55% 984 $-46035 ऊपर ×1
ENB Enbridge Inc Common Stock $883732 0.52% 16302 $1142
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $852050 0.51% 16025 $-801
IEMG iShares, Inc. $823430 0.49% 9940 $490024 ऊपर ×2
USB U.S. Bancorp Common Stock $792388 0.47% 13119 $99666 नीचे ×2
UBER Uber Technologies, Inc. Common Stock $789141 0.47% 10936 $-107179 नीचे ×2
TMO Thermo Fisher Scientific Inc Common Stock $783125 0.46% 1562 $89576 ऊपर ×2
SYK Stryker Corporation Common Stock $780803 0.46% 2480 $-67945 नीचे ×2
NFLX Netflix, Inc. - Common Stock $724710 0.43% 10150 $141079 ऊपर ×2
ICE Intercontinental Exchange Inc. Common Stock $716131 0.42% 5817 $-199396 नीचे ×2
BND Vanguard Total Bond Market ETF $598292 0.35% 8150 $34946 ऊपर ×1
RSP Invesco Exchange-Traded Fund Trust $596607 0.35% 2804 $58463
GE GE Aerospace Common Stock $576291 0.34% 1542 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $575047 0.34% 540 $162015 नीचे ×2
HYS PIMCO ETF Trust $572249 0.34% 6119 $-87076 नीचे ×2
ANET Arista Networks, Inc. Common Stock $562303 0.33% 3310 ऊपर ×1
EMR Emerson Electric Company Common Stock $522784 0.31% 3652 $63558 ऊपर ×1
WM Waste Management, Inc. Common Stock $507275 0.30% 2276 $-20323 नीचे ×2
LIN Linde plc - Ordinary Shares $503372 0.30% 970 ऊपर ×1
PSA Public Storage Common Stock $497200 0.29% 1562 $-373137 नीचे ×2
PAYX Paychex, Inc. - Common Stock $492437 0.29% 5008 $14794 नीचे ×2
MDT Medtronic plc. Ordinary Shares $484947 0.29% 6199 $-58522 नीचे ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $482500 0.29% 500 $240392 नीचे ×2
IWD iShares Trust $467163 0.28% 1927 $55421
TMUS T-Mobile US, Inc. - Common Stock $460922 0.27% 2748 $-148795 नीचे ×2
EFAV iShares Trust $433638 0.26% 4944 $-18095
MA Mastercard Incorporated Common Stock $430910 0.26% 839 $9697 नीचे ×1
SHY iShares 1-3 Year Treasury Bond ETF $410550 0.24% 5000 $162840 ऊपर ×1
GLW Corning Incorporated Common Stock $408943 0.24% 1601 $191255
GS Goldman Sachs Group, Inc. (The) Common Stock $408594 0.24% 404 $91347 ऊपर ×1
AXP American Express Company Common Stock $408268 0.24% 1207 $54971 ऊपर ×1
AGG iShares Trust $389981 0.23% 3940 $-6106 नीचे ×2
LMT Lockheed Martin Corporation Common Stock $379548 0.22% 745 $-70722
GOOG Alphabet Inc. - Class C Capital Stock $373823 0.22% 1058 $-9996 नीचे ×2
CME CME Group Inc. - Class A Common Stock $368124 0.22% 1667 $-113887 ऊपर ×1
QCOM QUALCOMM Incorporated - Common Stock $356460 0.21% 1929 $108044
AEP American Electric Power Company, Inc. - Common Stock $353790 0.21% 2586 $19405 ऊपर ×1
PFE Pfizer, Inc. Common Stock $352724 0.21% 14648 $-75440 नीचे ×2
PLD Prologis, Inc. Common Stock $346532 0.21% 2558 $36173 ऊपर ×1
ITW Illinois Tool Works Inc. Common Stock $299681 0.18% 1108 $-90233 नीचे ×2
LOW Lowe's Companies, Inc. Common Stock $282889 0.17% 1283 $-29001 नीचे ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $280811 0.17% 588 ऊपर ×1
PRU Prudential Financial, Inc. Common Stock $275437 0.16% 2552 $26132
AMAT Applied Materials, Inc. - Common Stock $274017 0.16% 379

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
GE $576291 1542 0.34%
ANET $562303 3310 0.33%
LIN $503372 970 0.30%
TSM $280811 588 0.17%
AMAT $274017 379 0.16%
IEF $238316 2520 0.14%
BK $230653 1595 0.14%
IWR $222846 2020 0.13%
TXN $212524 713 0.13%
MU $203155 176 0.12%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
AMD अधिक खरीदा +1K +$1.5M
MRVL अधिक खरीदा +201 +$1.4M
PANW अधिक खरीदा +15 +$1.3M
IJH अधिक खरीदा +7K +$1.1M
GOOGL छंटनी की -2K +$1.0M
AAPL छंटनी की -803 +$841K
EFA अधिक खरीदा +3K +$828K
AMZN छंटनी की -52 +$699K
NVDA छंटनी की -17 +$687K
LLY अधिक खरीदा +186 +$687K

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
CRM 30 जून 2026 3520 $657078 58.7%
EOG 30 जून 2026 3050 $440939 25.7%
ZTS 30 जून 2026 3690 $436195 12.8%
GPC 30 जून 2026 2402 $254012 4.3%
DHR 31 मार्च 2026 1037 $237390 21.6%
NOW 30 जून 2026 2230 $233147 60.1%
ABT 31 मार्च 2026 1809 $226649 1.0%
INGR 30 जून 2026 1930 $217434 1.0%
DIS 31 मार्च 2026 1860 $211612 16.7%
IWR 31 मार्च 2026 2090 $201204 12.9%