BANTA ASSET MANAGEMENT LP

CIK 1426960 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$112.0M
#8.171 dari 9.443 berdasarkan nilai 13F · top 86.5%
Posisi
20
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +12.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
92,89%
Bobot 25 kepemilikan teratas
100,00%
Posisi di atas 1%
12
Jumlah posisi efektif
5,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,24% Perkiraan pembelian $3.070.477 · penjualan $2.367.141

Posisi baru
0
Meningkat
9
Menurun
8
Tertutup
0
Di halaman ini

Rincian sektor

Technology
11,1%
Consumer Discretionary
0,3%
Retail
0,3%
Lainnya/Tidak terpetakan
88,4%

Portofolio lengkap 20 posisi

Tipe Rentetan Tren 8 kuartal
QQQ Invesco QQQ Trust, Series 1 $35.782.412 31,95% 48.591 $7.690.484 Turun ×2
VOO $28.256.737 25,23% 41.142 $3.788.857 Naik ×1
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF $7.380.417 6,59% 330.285 $68.851 Naik ×2
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF $7.249.131 6,47% 333.370 $60.120 Naik ×2
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF $6.822.243 6,09% 322.870 $120.071 Naik ×2
AAPL Apple Inc. - Common Stock $5.650.043 5,05% 19.526 $405.219 Turun ×2
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF $4.543.552 4,06% 197.933 $-606.350 Turun ×2
VERI Veritone, Inc. - Common Stock $3.611.125 3,22% 2.635.858 $-1.231.249 Naik ×1
NVDA NVIDIA Corporation - Common Stock $2.515.131 2,25% 12.570 $1.026.627 Naik ×1
SPY SPY $2.208.946 1,97% 2.958 $259.227 Turun ×1
IGV $1.931.592 1,72% 21.320 $1.600.985 Naik ×1
RSP $1.576.626 1,41% 7.410 $-740.808 Turun ×1
DIA $1.046.870 0,93% 2.004 $95.478 Turun ×2
RWL $782.530 0,70% 6.125 $-242.467 Turun ×1
VTI $610.566 0,55% 1.650 $95.666 Naik ×2
MSFT Microsoft Corporation - Common Stock $600.935 0,54% 1.611 $110.090 Naik ×1
PFF iShares Preferred and Income Securities ETF $386.918 0,35% 12.690 $-13.003 Turun ×2
TSLA Tesla, Inc. - Common Stock $382.325 0,34% 909 $44.404
HYG $367.862 0,33% 4.600 $1.886
COST Costco Wholesale Corporation - Common Stock $280.641 0,25% 300 $-18.288

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
QQQ Dipangkas -80 +$7.7M
VOO Beli lebih banyak +195 +$3.8M
VERI Beli lebih banyak +178K -$1.2M
NVDA Beli lebih banyak +4K +$1.0M
RSP Dipangkas -5K -$741K
BSJQ Dipangkas -24K -$606K
AAPL Dipangkas -1K +$405K
SPY Dipangkas -40 +$259K
RWL Dipangkas -3K -$242K
BSJT Beli lebih banyak +4K +$120K

1 posisi disembunyikan (pemeriksaan kelengkapan data)