Nicholas Wealth, LLC.
CIK 1911391 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $182.5M
- Posisi
- 127
- Per tanggal
- 30 Juni 2026
#6.757 dari 9.443 berdasarkan nilai 13F · top 71.6%
Nilai portofolio QoQ: +25.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 34,97%
- Bobot 25 kepemilikan teratas
- 51,50%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 37,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,62% Perkiraan pembelian $19.368.252 · penjualan $9.205.260
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 72,2% masih dipegang
- Posisi baru
- 18
- Meningkat
- 76
- Menurun
- 31
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
25,1%
Healthcare
6,3%
Retail
6,2%
Industrials
5,4%
Financial Services
5,1%
Financials
3,2%
Consumer Discretionary
3,0%
Communication Services
2,9%
Utilities
2,5%
Consumer Staples
2,2%
Energy
2,1%
Telecommunication
0,7%
Logistics & Transportation
0,6%
Real Estate
0,6%
Materials
0,6%
Communications
0,2%
Consumer products
0,1%
Lainnya/Tidak terpetakan
33,1%
Portofolio lengkap 127 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GIAX | $22.331.360 | 12,24% | 1.294.572 | $4.543.184 | Naik ×5 | ||
| FIAX | $10.578.962 | 5,80% | 601.009 | $-608.593 | Turun ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $5.864.676 | 3,21% | 5.081 | $4.059.815 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $5.435.414 | 2,98% | 12.923 | $737.237 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.496.254 | 2,46% | 22.471 | $645.330 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3.104.114 | 1,70% | 8.322 | $154.206 | Naik ×4 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $3.102.494 | 1,70% | 11.234 | $1.377.380 | Turun ×1 | ||
| BLOX | $3.040.210 | 1,67% | 195.386 | $667.438 | Naik ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.948.118 | 1,62% | 5.075 | $1.905.946 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.900.581 | 1,59% | 10.024 | $247.495 | Turun ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $2.652.595 | 1,45% | 6.148 | $1.002.434 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.619.290 | 1,44% | 10.990 | $337.692 | Naik ×1 | ||
| BOXX | $2.497.061 | 1,37% | 21.326 | $650.492 | Naik ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2.243.571 | 1,23% | 6.579 | $1.310.348 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2.071.162 | 1,14% | 2.714 | $1.047.507 | Naik ×4 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $2.040.815 | 1,12% | 58.864 | $1.142.634 | Naik ×5 | ||
| IONQ IonQ, Inc. Common Stock | $2.011.950 | 1,10% | 37.776 | $1.214.397 | Naik ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $1.884.715 | 1,03% | 4.989 | $218.886 | Turun ×2 | ||
| APP Applovin Corporation - Class A Common Stock | $1.778.059 | 0,97% | 3.451 | $637.391 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.752.755 | 0,96% | 5.355 | $316.381 | Naik ×5 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1.747.780 | 0,96% | 17.429 | $877.441 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.729.172 | 0,95% | 4.903 | $266.652 | Naik ×2 | ||
| PGY Pagaya Technologies Ltd. - Class A Ordinary Shares | $1.717.891 | 0,94% | 94.131 | $1.344.124 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.717.026 | 0,94% | 4.805 | $322.902 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.708.105 | 0,94% | 3.032 | $112.848 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $1.618.332 | 0,89% | 7.742 | $341.558 | Turun ×2 | ||
| PLOW Douglas Dynamics, Inc. Common Stock | $1.596.918 | 0,88% | 29.600 | $313.127 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.568.538 | 0,86% | 6.233 | $289.181 | Naik ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.561.893 | 0,86% | 1.670 | $-58.981 | Naik ×5 | ||
| QQQM Invesco NASDAQ 100 ETF | $1.509.146 | 0,83% | 4.981 | $415.138 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1.500.780 | 0,82% | 18.467 | $142.742 | Naik ×2 | ||
| IREN IREN Limited - Ordinary Shares | $1.470.768 | 0,81% | 32.162 | $19.627 | Turun ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.453.816 | 0,80% | 3.412 | $164.190 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.436.506 | 0,79% | 1.420 | $233.864 | Turun ×2 | ||
| BAC Bank of America Corporation Common Stock | $1.431.894 | 0,78% | 25.130 | $254.865 | Naik ×5 | ||
| VLO Valero Energy Corporation Common Stock | $1.384.197 | 0,76% | 5.315 | $-360.346 | Turun ×2 | ||
| SPYM | $1.358.005 | 0,74% | 15.453 | $280.248 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.351.903 | 0,74% | 11.936 | $-44.739 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $1.337.178 | 0,73% | 9.124 | $128.419 | Naik ×4 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.335.439 | 0,73% | 10.393 | $6.836 | Turun ×1 | ||
| DLTR Dollar Tree, Inc. - Common Stock | $1.326.217 | 0,73% | 10.965 | $202.973 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.320.885 | 0,72% | 15.049 | $-167.916 | Turun ×3 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $1.319.320 | 0,72% | 5.817 | $174.114 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1.302.661 | 0,71% | 3.597 | $145.495 | Naik ×1 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $1.287.248 | 0,71% | 71.793 | $496.948 | Naik ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.279.467 | 0,70% | 22.205 | $-27.502 | Naik ×4 | ||
| PM Philip Morris International Inc Common Stock | $1.267.301 | 0,69% | 7.005 | $168.849 | Naik ×5 | ||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $1.260.646 | 0,69% | 56.633 | $-11.614 | Turun ×1 | ||
| BUFD | $1.258.731 | 0,69% | 42.353 | $869.139 | Naik ×1 | ||
| MMM 3M Company Common Stock | $1.236.234 | 0,68% | 7.635 | $134.916 | Naik ×5 | ||
| ARES Ares Management Corporation Class A Common Stock | $1.234.543 | 0,68% | 11.091 | $301.415 | Naik ×5 | ||
| WES Western Midstream Partners, LP Common Units Representing Limited Partner Interests | $1.229.187 | 0,67% | 28.089 | $73.934 | Naik ×5 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $1.224.513 | 0,67% | 19.827 | $59.226 | Turun ×1 | ||
| VST Vistra Corp. Common Stock | $1.216.058 | 0,67% | 7.666 | $109.698 | Naik ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1.198.330 | 0,66% | 4.261 | $226.131 | Naik ×5 | ||
| VZ Verizon Communications Inc. Common Stock | $1.190.740 | 0,65% | 28.123 | $-199.009 | Naik ×2 | ||
| AFL AFLAC Incorporated Common Stock | $1.188.771 | 0,65% | 10.139 | $65.743 | Turun ×1 | ||
| GD General Dynamics Corporation Common Stock | $1.182.415 | 0,65% | 3.338 | $102.988 | Naik ×1 | ||
| ABT Abbott Laboratories Common Stock | $1.181.512 | 0,65% | 13.021 | $-25.047 | Naik ×5 | ||
| GSL Global Ship Lease Inc New Class A Common Shares | $1.168.462 | 0,64% | 31.076 | $15.349 | Naik ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1.162.498 | 0,64% | 16.110 | $68.299 | Naik ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $1.153.771 | 0,63% | 10.733 | $117.279 | Naik ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1.150.388 | 0,63% | 12.492 | $51.991 | Naik ×1 | ||
| O Realty Income Corporation Common Stock | $1.148.769 | 0,63% | 18.540 | $23.301 | Naik ×5 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1.143.603 | 0,63% | 2.281 | Naik ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $1.125.939 | 0,62% | 8.912 | $-65.162 | Naik ×5 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $1.124.869 | 0,62% | 2.450 | $9.576 | Naik ×5 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.123.999 | 0,62% | 9.634 | $-158.730 | Naik ×1 | ||
| AES The AES Corporation Common Stock | $1.120.916 | 0,61% | 76.461 | $45.365 | Naik ×2 | ||
| CF CF Industries Holdings, Inc. Common Stock | $1.055.967 | 0,58% | 9.754 | $-621.182 | Turun ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1.042.425 | 0,57% | 6.654 | $31.608 | Naik ×5 | ||
| LNC Lincoln National Corporation Common Stock | $1.038.466 | 0,57% | 29.377 | $5.731 | Naik ×5 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1.002.655 | 0,55% | 22.306 | Naik ×1 | |||
| AB AllianceBernstein Holding L.P. Units | $999.853 | 0,55% | 28.389 | $-41.728 | Naik ×5 | ||
| ADBE Adobe Inc. - Common Stock | $982.866 | 0,54% | 4.794 | $6.414 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $963.999 | 0,53% | 11.276 | $338.505 | Naik ×2 | ||
| BX Blackstone Inc. Common Stock | $943.771 | 0,52% | 8.020 | $37.580 | Naik ×5 | ||
| VB | $859.230 | 0,47% | 2.835 | $308.763 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $830.285 | 0,46% | 2.350 | $181.051 | Naik ×4 | ||
| VTC Vanguard Total Corporate Bond ETF | $817.445 | 0,45% | 10.644 | $225.127 | Naik ×1 | ||
| SPY SPY | $808.928 | 0,44% | 1.381 | $50.637 | Turun ×3 | ||
| PBFR | $778.323 | 0,43% | 25.402 | $42.240 | Naik ×2 | ||
| VOO | $760.448 | 0,42% | 1.107 | $45.283 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $689.681 | 0,38% | 7.206 | $-6.995 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $676.014 | 0,37% | 1.416 | $176.463 | Turun ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $674.484 | 0,37% | 8.161 | $216.501 | Naik ×1 | ||
| VTG | $669.696 | 0,37% | 8.896 | $212.972 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $641.659 | 0,35% | 1.005 | $342.902 | Turun ×3 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $624.822 | 0,34% | 21.369 | $202.189 | Naik ×1 | ||
| LQDW | $623.233 | 0,34% | 25.941 | $197.896 | Naik ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $622.967 | 0,34% | 11.290 | $198.410 | Naik ×1 | ||
| CORP | $617.028 | 0,34% | 6.368 | $195.028 | Naik ×1 | ||
| VCRB Vanguard Core Bond ETF | $616.153 | 0,34% | 7.978 | $194.282 | Naik ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $614.768 | 0,34% | 7.779 | $194.791 | Naik ×1 | ||
| VGHY | $592.883 | 0,32% | 7.920 | $190.678 | Naik ×1 | ||
| VEA | $590.696 | 0,32% | 8.290 | $204.792 | Naik ×1 | ||
| GLD | $529.730 | 0,29% | 1.438 | $-89.027 | |||
| VWO | $522.456 | 0,29% | 8.753 | $218.784 | Naik ×1 | ||
| VEU | $516.776 | 0,28% | 6.170 | $205.492 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $507.796 | 0,28% | 2.972 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| GIAX | $22.331.360 | 12,24% | naik ×5 |
| MSFT | $3.104.114 | 1,70% | naik ×4 |
| BLOX | $3.040.210 | 1,67% | naik ×4 |
| BOXX | $2.497.061 | 1,37% | naik ×3 |
| CRWD | $2.071.162 | 1,14% | naik ×4 |
| HIMS | $2.040.815 | 1,12% | naik ×5 |
| IONQ | $2.011.950 | 1,10% | naik ×4 |
| JPM | $1.752.755 | 0,96% | naik ×5 |
| ABBV | $1.568.538 | 0,86% | naik ×3 |
| COST | $1.561.893 | 0,86% | naik ×5 |
| BAC | $1.431.894 | 0,78% | naik ×5 |
| ORCL | $1.337.178 | 0,73% | naik ×4 |
| BMY | $1.279.467 | 0,70% | naik ×4 |
| PM | $1.267.301 | 0,69% | naik ×5 |
| MMM | $1.236.234 | 0,68% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| TMO | $1.143.603 | 2.281 | 0,63% |
| SYM | $1.002.655 | 22.306 | 0,55% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $507.796 | 2.972 | 0,28% |
| VOT | $423.206 | 1.382 | 0,23% |
| VUG | $363.160 | 4.216 | 0,20% |
| CAT | $346.700 | 326 | 0,19% |
| UNH | $341.234 | 821 | 0,19% |
| AMAT | $279.100 | 386 | 0,15% |
| TLN | $273.977 | 713 | 0,15% |
| VTV | $257.348 | 1.181 | 0,14% |
| JNJ | $254.061 | 1.000 | 0,14% |
| ALAB | $241.993 | 501 | 0,13% |
| PG | $230.377 | 1.571 | 0,13% |
| SE | $228.650 | 2.386 | 0,13% |
| VSS | $218.757 | 1.418 | 0,12% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GIAX | Beli lebih banyak | +33K | +$4.5M |
| MU | Dipangkas | -261 | +$4.1M |
| AMD | Dipangkas | -48 | +$1.9M |
| NBIS | Dipangkas | -5K | +$1.4M |
| PGY | Beli lebih banyak | +62K | +$1.3M |
| PANW | Beli lebih banyak | +758 | +$1.3M |
| IONQ | Beli lebih banyak | +10K | +$1.2M |
| HIMS | Beli lebih banyak | +16K | +$1.1M |
| CRWD | Beli lebih banyak | +92 | +$1.0M |
| DELL | Dipangkas | -4K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 10.338 | $1.753.952 | 22,8% |
| CLS | 31 Des. 2025 | 6.728 | $1.657.645 | 1,3% |
| CAT | 31 Des. 2025 | 2.783 | $1.327.922 | 41,3% |
| LLY | 31 Maret 2025 | 1.580 | $1.260.269 | 55,9% |
| NFLX | 31 Des. 2025 | 1.005 | $1.204.915 | -14,9% |
| CYBR | 31 Maret 2026 | 2.649 | $1.181.613 | Tidak lagi dilacak |
| SMCI | 31 Des. 2025 | 23.930 | $1.147.204 | 23,9% |
| V | 31 Des. 2025 | 3.341 | $1.140.715 | 5,0% |
| CELH | 31 Maret 2026 | 24.679 | $1.128.817 | -12,6% |
| XYZ | 31 Maret 2026 | 16.923 | $1.101.518 | 33,9% |
| MU | 31 Maret 2025 | 10.710 | $1.018.108 | 967,2% |
| AMD | 31 Maret 2025 | 8.324 | $976.572 | 351,9% |
| VZ | 31 Maret 2025 | 25.461 | $970.584 | 9,0% |
| SLB | 31 Maret 2025 | 23.197 | $924.382 | 28,5% |
| OSCR | 30 Juni 2026 | 80.268 | $920.674 | 10,5% |
| AMT | 31 Maret 2025 | 5.003 | $885.220 | -19,7% |
| CI | 31 Maret 2025 | 3.118 | $880.593 | -14,1% |
| PNC | 31 Des. 2025 | 4.358 | $875.569 | 21,6% |
| SRLN | 31 Maret 2025 | 20.697 | $866.583 | Tidak lagi dilacak |
| PG | 30 Juni 2025 | 4.995 | $851.320 | -8,3% |
| CSCO | 30 Juni 2025 | 13.578 | $837.904 | 60,2% |
| SJNK | 31 Maret 2025 | 33.018 | $833.044 | Tidak lagi dilacak |
| MDT | 30 Juni 2025 | 8.957 | $804.881 | 7,6% |
| QCOM | 30 Juni 2025 | 5.023 | $771.617 | 1,6% |
| CNQ | 31 Maret 2025 | 22.877 | $721.309 | 63,0% |
| LYB | 31 Maret 2025 | 8.814 | $662.356 | -4,4% |
| NOW | 30 Juni 2025 | 818 | $651.243 | -39,9% |
| DAL | 30 Juni 2025 | 13.806 | $601.922 | 72,9% |
| MSTR | 31 Maret 2026 | 3.769 | $572.700 | -22,1% |
| BRKB | 31 Maret 2025 | 1.233 | $547.341 | Tidak lagi dilacak |
| COIN | 31 Maret 2025 | 2.127 | $534.302 | -11,9% |
| NSA | 30 Juni 2025 | 13.249 | $522.025 | Tidak lagi dilacak |
| PSX | 30 Juni 2025 | 4.077 | $503.400 | 103,5% |
| MSTY | 31 Maret 2026 | 15.930 | $471.521 | Tidak lagi dilacak |
| NVDY | 30 Juni 2025 | 30.570 | $470.163 | Tidak lagi dilacak |
| HPQ | 31 Maret 2025 | 13.565 | $442.475 | 9,6% |
| SPGI | 31 Maret 2025 | 806 | $389.021 | -15,9% |
| GOOG | 31 Maret 2025 | 1.988 | $382.229 | 118,5% |
| YMAX | 30 Juni 2025 | 27.079 | $361.774 | Tidak lagi dilacak |
| UPS | 31 Maret 2025 | 2.721 | $340.124 | -5,6% |
| TLN | 31 Maret 2026 | 846 | $317.115 | -1,6% |
| HYBL | 31 Maret 2025 | 10.985 | $311.590 | Tidak lagi dilacak |
| UNH | 31 Maret 2025 | 541 | $292.840 | -24,6% |
| LCG | 31 Maret 2025 | 9.843 | $291.208 | Tidak lagi dilacak |
| VRT | 31 Maret 2025 | 2.272 | $281.754 | 261,0% |
| IWF | 31 Maret 2026 | 559 | $264.575 | Tidak lagi dilacak |
| SE | 31 Des. 2025 | 1.454 | $259.873 | -8,8% |
| VST | 30 Sep. 2025 | 1.313 | $254.493 | -29,4% |
| FISV | 30 Juni 2025 | 1.083 | $239.159 | -69,4% |
| TPHD | 31 Des. 2025 | 5.980 | $235.225 | Tidak lagi dilacak |
| GE | 31 Maret 2025 | 1.365 | $234.164 | 82,6% |
| GFL | 30 Juni 2025 | 4.606 | $222.523 | -17,9% |
| ALAB | 31 Des. 2025 | 1.125 | $220.275 | 72,6% |
| FIX | 31 Maret 2025 | 500 | $219.580 | 417,6% |
| IWY | 30 Sep. 2025 | 887 | $218.654 | Tidak lagi dilacak |
| CVX | 31 Maret 2025 | 1.385 | $215.215 | 23,8% |
| IWY | 31 Maret 2025 | 917 | $212.469 | Tidak lagi dilacak |
| HPE | 31 Maret 2025 | 9.485 | $208.480 | 241,6% |
| UNH | 31 Maret 2026 | 616 | $203.193 | 45,9% |
| AGNC | 31 Maret 2025 | 12.500 | $114.000 | 16,0% |
| TSLY | 30 Juni 2025 | 10.670 | $87.923 | Tidak lagi dilacak |
| NAK | 31 Maret 2025 | 20.300 | $13.540 | Tidak lagi dilacak |