← Investors
Portfolio · 2026-Q2
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| ELI LILLY & CO COM | 666,912Shares decreased 27% | $799.9M | 6.9% |
| NVIDIA CORPORATION COM | 3,978,446Shares decreased 3% | $796.0M | 6.9% |
Sector allocationHow the book's sector weights moved
Industrials rose most (▲ +9pp) · Health Care fell most (▼ −6pp)
183 of 219 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-06-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q28 opened · 5 added · 11 trimmed
OpenedRXT +$4.6MAPLD +$3.7MFIVN +$2.5MAIRJ +$1.3MBTDR +$1.3MCAMT +$670.9k+2 more
Added toPURR +$2.4MAAOI +$1.6MCAKE +$1.3MTWLO +$809.0k