Ashburton (Jersey) Ltd

CIK 1661222 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$227K
13F değerine göre 9.443 içinde 9.334. · en iyi 98.8%
Pozisyonlar
52
Tarih itibarıyla
31 Aralık 2024 Q4 2024 itibarıyla veriler
En iyi 10 pozisyon ağırlığı
57,46%
En iyi 25 pozisyon ağırlığı
89,55%
%1'in üzerindeki pozisyonlar
28
Etkin pozisyon sayısı
19,6

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Yeni pozisyonlar
52
Artırıldı
0
Azaldı
0
Kapalı
0
Bu sayfada

Sektör dağılımı

Technology
32,4%
Financial Services
14,0%
Communication Services
10,1%
Healthcare
8,2%
Industrials
8,0%
Retail
7,0%
Consumer Staples
4,5%
Financials
3,6%
Consumer products
3,3%
Energy
2,9%
Consumer Discretionary
2,7%
Telecommunication
0,2%
Diversified Consumer Services
0,2%
Diğer/Eşleştirilemeyen
2,9%

Tam portföy 52 pozisyonlar

Tür Seri 8 Çeyrek Trendi
MSFT Microsoft Corporation - Common Stock $29.961 13,22% 71.082 Yukarı ×1
V Visa Inc. $23.018 10,15% 72.831 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $13.576 5,99% 101.094 Yukarı ×1
GOOG Alphabet Inc. - Class C Capital Stock $11.449 5,05% 60.119 Yukarı ×1
ETN Eaton Corporation, PLC Ordinary Shares $10.341 4,56% 31.160 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $9.670 4,27% 44.078 Yukarı ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $9.189 4,05% 26.122 Yukarı ×1
JPM JP Morgan Chase & Co. Common Stock $8.241 3,64% 34.377 Yukarı ×1
PG Procter & Gamble Company (The) Common Stock $7.468 3,29% 44.543 Yukarı ×1
KO Coca-Cola Company (The) Common Stock $7.332 3,23% 117.769 Yukarı ×1
ABT Abbott Laboratories Common Stock $7.138 3,15% 63.103 Yukarı ×1
BRKB $6.501 2,87% 14.342 Yukarı ×1
GOOGL Alphabet Inc. - Class A Common Stock $6.484 2,86% 34.255 Yukarı ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6.456 2,85% 12.762 Yukarı ×1
AAPL Apple Inc. - Common Stock $6.444 2,84% 25.734 Yukarı ×1
NXPI NXP Semiconductors N.V. - Common Stock $5.246 2,31% 25.240 Yukarı ×1
BKNG Booking Holdings Inc. - Common Stock $4.496 1,98% 905 Yukarı ×1
PYPL PayPal Holdings, Inc. - Common Stock $4.250 1,87% 49.794 Yukarı ×1
AXON Axon Enterprise, Inc. - Common Stock $4.186 1,85% 7.043 Yukarı ×1
CRM Salesforce, Inc. Common Stock $4.084 1,80% 12.214 Yukarı ×1
OTIS Otis Worldwide Corporation Common Stock $3.621 1,60% 39.099 Yukarı ×1
HD Home Depot, Inc. (The) Common Stock $3.564 1,57% 9.161 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $3.511 1,55% 5.996 Yukarı ×1
SLB SLB Limited Common Shares $3.488 1,54% 90.963 Yukarı ×1
JNJ Johnson & Johnson Common Stock $3.259 1,44% 22.534 Yukarı ×1
PM Philip Morris International Inc Common Stock $2.854 1,26% 23.712 Yukarı ×1
AMD Advanced Micro Devices, Inc. - Common Stock $2.800 1,24% 23.177 Yukarı ×1
HAL Halliburton Company Common Stock $2.604 1,15% 95.779 Yukarı ×1
SCHW Charles Schwab Corporation (The) Common Stock $2.172 0,96% 29.341 Yukarı ×1
MS Morgan Stanley Common Stock $2.138 0,94% 17.005 Yukarı ×1
TJX TJX Companies, Inc. (The) Common Stock $1.753 0,77% 14.508 Yukarı ×1
EXPE Expedia Group, Inc. - Common Stock $1.496 0,66% 8.028 Yukarı ×1
AMBA Ambarella, Inc. - Ordinary Shares $1.019 0,45% 14.015 Yukarı ×1
MRK Merck & Company, Inc. Common Stock (new) $916 0,40% 9.210 Yukarı ×1
ENPH Enphase Energy, Inc. - Common Stock $912 0,40% 13.284 Yukarı ×1
NFLX Netflix, Inc. - Common Stock $882 0,39% 990 Yukarı ×1
PDD PDD Holdings Inc. - American Depositary Shares $862 0,38% 8.891 Yukarı ×1
ALGN Align Technology, Inc. - Common Stock $750 0,33% 3.597 Yukarı ×1
TRIP TripAdvisor, Inc. - Common Stock $583 0,26% 39.456 Yukarı ×1
PTEN Patterson-UTI Energy, Inc. - Common Stock $578 0,25% 69.996 Yukarı ×1
T AT&T Inc. $410 0,18% 17.988 Yukarı ×1
DUOL Duolingo, Inc. - Class A Common Stock $399 0,18% 1.230 Yukarı ×1
LLY Eli Lilly and Company Common Stock $118 0,05% 153 Yukarı ×1
MA Mastercard Incorporated Common Stock $111 0,05% 211 Yukarı ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $107 0,05% 1.410 Yukarı ×1
TSLA Tesla, Inc. - Common Stock $101 0,04% 250 Yukarı ×1
BLK BlackRock, Inc. Common Stock $80 0,04% 78 Yukarı ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $42 0,02% 123 Yukarı ×1
RIVN Rivian Automotive, Inc. - Class A Common Stock $6 0,00% 415 Yukarı ×1
FSLY Fastly, Inc. - Class A Common Stock $3 0,00% 269 Yukarı ×1
DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock $1 0,00% 125 Yukarı ×1
WKHS Workhorse Group, Inc. - Common Stock $0 0,00% 30 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
MSFT $29.961 71.082 13,22%
V $23.018 72.831 10,15%
NVDA $13.576 101.094 5,99%
GOOG $11.449 60.119 5,05%
ETN $10.341 31.160 4,56%
AMZN $9.670 44.078 4,27%
ACN $9.189 26.122 4,05%
JPM $8.241 34.377 3,64%
PG $7.468 44.543 3,29%
KO $7.332 117.769 3,23%
ABT $7.138 63.103 3,15%
BRKB $6.501 14.342 2,87%
GOOGL $6.484 34.255 2,86%
UNH $6.456 12.762 2,85%
AAPL $6.444 25.734 2,84%