January 2024

Portfolio holdings and performance details

Monthly Return
+0.07%
Portfolio Value
$10,773,579.82M
S&P 400 MidCap
$4,447,630.59M
Portfolio Holdings
Stock positions for January 2024
CompanyTickerStart PriceEnd PriceDividendsGain
Super Micro Com
SMCI$284.26$529.61-+0.86%
Nvidia Corp
NVDA$495.22$615.27-+0.24%
Palo Alto Netwk
PANW$294.88$338.51-+0.15%
Lilly Eli & Co
LLY$582.92$645.61-+0.11%
Meta Platforms
META$353.96$390.14-+0.10%
Servicenow Inc
NOW$706.49$765.40-+0.08%
Uber Technologs
UBER$61.57$65.27-+0.06%
Broadcom Inc
AVGO$1116.25$1180.00-+0.06%
Constellatn Egy
CEG$116.89$122.00-+0.04%
Builders Firsts
BLDR$166.94$173.73-+0.04%
Adobe Systems
ADBE$596.60$617.78-+0.04%
Core&Main Inc
CNM$40.41$41.31-+0.02%
Pulte Group Onc
PHM$103.22$104.56-+0.01%
Bellring Brands
BRBR$55.43$55.27--0.00%
Royal Caribbean
RCL$129.49$127.50--0.02%
Xpo Inc
XPO$87.59$85.44--0.02%
Vornado Rlty Tr
VNO$28.25$27.19--0.04%
Celsius Holding
CELH$54.52$49.90--0.08%
Gap Inc
GPS$20.91$18.69$0.1500-0.10%
Carnival Corp
CCL$18.54$16.58--0.11%