S&P 500 की तुलना में प्रदर्शन

03
ट्रैक किया गया Q1 2026–Q2 2026 +15.1%
S&P 500 कुल रिटर्न (समान अवधि) +14.8%
अतिरिक्त रिटर्न +0.3%

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: 89.2% · विकल्पों को बाहर रखा गया: 0.0%

क्षेत्रवार विवरण

04
Technology 33.9%
Industrials 12.7%
Financials 10.6%
Communication Services 9.6%
Retail 6.0%
Healthcare 5.3%
Energy 3.3%
Materials 2.1%
Utilities 1.6%
Consumer Staples 1.6%
Consumer Discretionary 0.9%
Real Estate 0.7%
अन्य/अनमैप्ड 11.6%

पूर्ण पोर्टफोलियो 168 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
NVDA NVIDIA Corporation - Common Stock $12564050 7.63% 62792 $1548817 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $7862344 4.77% 22001 $1427481 नीचे ×1
AAPL Apple Inc. - Common Stock $7591615 4.61% 26236 $824187 नीचे ×1
MSFT Microsoft Corporation - Common Stock $6620001 4.02% 17747 $-9294 नीचे ×1
AMZN Amazon.com, Inc. - Common Stock $5712214 3.47% 23967 $680916 नीचे ×1
AVGO Broadcom Inc. - Common Stock $5081177 3.09% 13451 $496080 नीचे ×1
LLY Eli Lilly and Company Common Stock $3246601 1.97% 2707 $1421614 ऊपर ×1
MU Micron Technology, Inc. - Common Stock $3171876 1.93% 2748 $2314405 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $2926155 1.78% 5195 $-849092 नीचे ×1
PANW Palo Alto Networks, Inc. - Common Stock $2897156 1.76% 8496 $1295512 नीचे ×1
GEV GE Vernova Inc. Common Stock $2846601 1.73% 2423 $962725 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2307727 1.40% 4832 $684334 ऊपर ×1
MS Morgan Stanley Common Stock $2161042 1.31% 10338 $431134 नीचे ×1
CAT Caterpillar, Inc. Common Stock $2151705 1.31% 2021 $1127133 ऊपर ×1
WDC Western Digital Corporation - Common Stock $1932429 1.17% 3025 $1371226 ऊपर ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $1896978 1.15% 3791 $11989 नीचे ×1
SNDK Sandisk Corporation - Common Stock $1887251 1.15% 830 $1302710 नीचे ×1
NEE NextEra Energy, Inc. Common Stock $1838750 1.12% 20950 $1071278 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $1835157 1.11% 1962 $-84289 ऊपर ×1
IEMG iShares, Inc. $1789651 1.09% 21604 $332764 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $1700252 1.03% 12436 $-514967 नीचे ×1
JPM JP Morgan Chase & Co. Common Stock $1622343 0.99% 4956 $160759 नीचे ×1
ACWX iShares MSCI ACWI ex U.S. ETF $1581728 0.96% 20782 $201896 ऊपर ×1
VEA Vanguard FTSE Developed Markets ETF $1545167 0.94% 21687 $183664 ऊपर ×1
WMT Walmart Inc. - Common Stock $1518546 0.92% 13408 $96902 ऊपर ×1
ABBV AbbVie Inc. Common Stock $1394313 0.85% 5541 $199980 ऊपर ×1
QQQI NEOS Nasdaq 100 High Income ETF $1375206 0.84% 24216 $280864 ऊपर ×1
ACWI iShares MSCI ACWI ETF $1358016 0.82% 8651 $-98666 नीचे ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1339311 0.81% 1755 $449957 नीचे ×1
RTX RTX Corporation Common Stock $1323811 0.80% 6977 $50857 ऊपर ×1
V Visa Inc. $1271219 0.77% 3705 $131815 नीचे ×1
MET MetLife, Inc. Common Stock $1269403 0.77% 15003 $217738 ऊपर ×1
LRCX Lam Research Corporation - Common Stock $1231687 0.75% 2842 $615154 नीचे ×1
MRVL Marvell Technology, Inc. - Common Stock $1195581 0.73% 4013 $795325 नीचे ×1
WAB Westinghouse Air Brake Technologies Corporation Common Stock $1189174 0.72% 4411 $947747 ऊपर ×1
IEFA iShares Core MSCI EAFE ETF $1183766 0.72% 12257 $160464 ऊपर ×1
SPYI NEOS S&P 500 High Income ETF $1118527 0.68% 21069 $4859 नीचे ×1
MA Mastercard Incorporated Common Stock $1108806 0.67% 2159 $10464 नीचे ×1
CB Chubb Limited Common Stock $1092972 0.66% 3208 $280853 ऊपर ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $1015225 0.62% 8702 $-252424 ऊपर ×1
GWW W.W. Grainger, Inc. Common Stock $994025 0.60% 731 $180278 नीचे ×1
CVX Chevron Corporation Common Stock $952961 0.58% 5749 $107260 ऊपर ×1
AMD Advanced Micro Devices, Inc. - Common Stock $952189 0.58% 1639 $692462 ऊपर ×1
COP ConocoPhillips Common Stock $936066 0.57% 9004 $-258933 नीचे ×1
CMI Cummins Inc. Common Stock $882607 0.54% 1238 $223864 ऊपर ×1
ANET Arista Networks, Inc. Common Stock $876903 0.53% 5162 $248960 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $872683 0.53% 12222 $-334539 नीचे ×1
CSCO Cisco Systems, Inc. - Common Stock $867586 0.53% 7386 $293384 नीचे ×1
IAG Iamgold Corporation Ordinary Shares $866561 0.53% 54707 $-1170613 नीचे ×1
ISRG Intuitive Surgical, Inc. - Common Stock $864911 0.53% 2175 $-144582 नीचे ×1
KO Coca-Cola Company (The) Common Stock $859755 0.52% 10579 ऊपर ×1
FIX Comfort Systems USA, Inc. Common Stock $848395 0.52% 428 ऊपर ×1
LH Labcorp Holdings Inc. Common Stock $837792 0.51% 2992 $40170 ऊपर ×1
TJX TJX Companies, Inc. (The) Common Stock $836973 0.51% 5525 $-22445 ऊपर ×1
EME EMCOR Group, Inc. Common Stock $807771 0.49% 973 $398532 ऊपर ×1
PM Philip Morris International Inc Common Stock $806190 0.49% 4456 $71000 ऊपर ×1
DE Deere & Company Common Stock $798994 0.49% 1260 $195614 ऊपर ×1
SO Southern Company (The) Common Stock $793986 0.48% 8296 $724 ऊपर ×1
APP Applovin Corporation - Class A Common Stock $775479 0.47% 1505 $165683 नीचे ×1
ASML ASML Holding N.V. - New York Registry Shares $767761 0.47% 386 $300286 ऊपर ×1
FAST Fastenal Company - Common Stock $751952 0.46% 15656 $14684 नीचे ×1
TT Trane Technologies plc $748049 0.45% 1523 $129039 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $739398 0.45% 2093 $-54766 नीचे ×1
PEP PepsiCo, Inc. - Common Stock $736986 0.45% 5443 $448783 ऊपर ×1
IBM International Business Machines Corporation Common Stock $690065 0.42% 2454 $100648 ऊपर ×1
PRU Prudential Financial, Inc. Common Stock $672011 0.41% 6226 $64449 ऊपर ×1
NVDL GraniteShares 2x Long NVDA Daily ETF $667863 0.41% 22404 $377438 ऊपर ×1
SCHW Charles Schwab Corporation (The) Common Stock $663387 0.40% 7190 $25056 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $658704 0.40% 651 $176805 ऊपर ×1
BAC Bank of America Corporation Common Stock $653353 0.40% 11466 $91013 नीचे ×1
FCX Freeport-McMoRan, Inc. Common Stock $636076 0.39% 10114 $19254 नीचे ×1
VRT Vertiv Holdings, LLC Class A Common Stock $629198 0.38% 1879 $160739 ऊपर ×1
IWD iShares Russell 1000 Value ETF $627889 0.38% 2590 $-482370 नीचे ×1
BKNG Booking Holdings Inc. - Common Stock $627588 0.38% 3521 $4398 ऊपर ×1
SAP SAP SE ADS $623912 0.38% 4048 $5020 ऊपर ×1
AIG American International Group, Inc. New Common Stock $622527 0.38% 8353 $29445 ऊपर ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $615803 0.37% 7942 $-111455 ऊपर ×1
PWR Quanta Services, Inc. Common Stock $599372 0.36% 832 $331991 ऊपर ×1
MCO Moody's Corporation Common Stock $597695 0.36% 1320 $62782 ऊपर ×1
COWZ Pacer Funds Trust $585187 0.36% 9408 $12844 ऊपर ×1
EQH Equitable Holdings, Inc. Common Stock $567203 0.34% 12926 $89293 ऊपर ×1
IWMI NEOS Russell 2000 High Income ETF $561895 0.34% 10499 $153014 ऊपर ×1
APH Amphenol Corporation Common Stock $556254 0.34% 3155 $150241 नीचे ×1
QQQ Invesco QQQ Trust, Series 1 $553045 0.34% 751 $43388 नीचे ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $542767 0.33% 1840 $30731 नीचे ×1
BA Boeing Company (The) Common Stock $542041 0.33% 2504 ऊपर ×1
DLR Digital Realty Trust, Inc. Common Stock $533794 0.32% 2972 $-4847 नीचे ×1
SMIZ Zacks Trust $533611 0.32% 11959 ऊपर ×1
IVV iShares Trust $531005 0.32% 709 $-37774 नीचे ×1
AMAT Applied Materials, Inc. - Common Stock $517737 0.31% 716 $266708 नीचे ×1
EFG iShares Trust $509237 0.31% 4093 $58811 ऊपर ×1
TER Teradyne, Inc. - Common Stock $507108 0.31% 1048 ऊपर ×1
STM STMicroelectronics N.V. Common Stock $505616 0.31% 6751 ऊपर ×1
HWM Howmet Aerospace Inc. Common Stock $493156 0.30% 1834 $69818 नीचे ×1
GLW Corning Incorporated Common Stock $482013 0.29% 1887 ऊपर ×1
WFC Wells Fargo & Company Common Stock $477080 0.29% 5773 $15122 नीचे ×1
IWR iShares Russell Mid-Cap ETF $445334 0.27% 4037 $-94328 नीचे ×1
GFF Griffon Corporation Common Stock $444216 0.27% 4555 $109109 नीचे ×1
SMMD iShares Trust $443031 0.27% 4835 ऊपर ×1
AER AerCap Holdings N.V. Ordinary Shares $436979 0.27% 2998 $59903 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
KO $859755 10579 0.52%
FIX $848395 428 0.52%
BA $542041 2504 0.33%
SMIZ $533611 11959 0.32%
TER $507108 1048 0.31%
STM $505616 6751 0.31%
GLW $482013 1887 0.29%
SMMD $443031 4835 0.27%
CIEN $423111 863 0.26%
INTC $422846 3028 0.26%
MRK $357566 2783 0.22%
IRDM $322054 5872 0.20%
FANG $312247 1776 0.19%
VLO $309883 1190 0.19%
SCCO $290219 1665 0.18%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
MU अधिक खरीदा +210 +$2.3M
NVDA छंटनी की -369 +$1.5M
GOOGL छंटनी की -376 +$1.4M
LLY अधिक खरीदा +723 +$1.4M
WDC अधिक खरीदा +950 +$1.4M
SNDK छंटनी की -90 +$1.3M
PANW छंटनी की -1K +$1.3M
IAG छंटनी की -54K -$1.2M
CAT अधिक खरीदा +575 +$1.1M
NEE अधिक खरीदा +13K +$1.1M

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
GE 30 जून 2026 6400 $1816117 -17.2%
TSLA 30 जून 2026 3988 $1482449 -11.9%
TMUS 30 जून 2026 3330 $699358 -2.4%
DHR 30 जून 2026 2702 $512350 12.4%
XAR 30 जून 2026 1979 $502746
WPM 30 जून 2026 3709 $485916 21.3%
PAAS 30 जून 2026 6791 $370985 1.6%
EVR 30 जून 2026 1159 $346113 -23.4%
NEM 30 जून 2026 3175 $343687 23.7%
SILA 30 जून 2026 13972 $330850 अब ट्रैक नहीं किया जा रहा है
KTOS 30 जून 2026 4233 $298469 -13.6%
SLV 30 जून 2026 3714 $253064 2.4%
AGI 30 जून 2026 5466 $242874 7.0%
GLD 30 जून 2026 562 $241823
AMTM 30 जून 2026 9018 $235181 -12.2%
IAU 30 जून 2026 2508 $221118 3.2%
PSX 30 जून 2026 1167 $212520 56.5%
OTIS 30 जून 2026 2710 $208866 -10.5%
BABA 30 जून 2026 1625 $203880 10.3%
CRM 30 जून 2026 1080 $201675 49.8%