Finforge

Sophon Apex

Medium RiskS&P 500GrowthTrade-light
RSS

Financials and semiconductors expand alongside new tech and asset-manager exposure

Intel Corporation, American Express, and Huntington Bancshares were the largest new positions, joined by Broadcom Inc., KKR, Northern Trust, U.S. Bancorp, Meta Platforms, State Street Corporation, Interactive Brokers Group, both Alphabet share classes, Tesla, NVIDIA, Charles Schwab Corporation, Micron Technology, MetLife, and Apollo Global Management. There were no exits or reductions, so the portfolio is now most exposed to Intel Corporation, American Express, Huntington Bancshares, and Broadcom Inc., with a broad mix across financials and technology names.

AddedINTCAXPHBANAVGOKKRNTRSUSBMETASTTIBKRGOOGLTSLAGOOGNVDASCHWMUMETAPO

Chip exposure shifts toward Intel and Qualcomm as Applied Materials is cut

Intel Corporation and Qualcomm became the largest positions, while Applied Materials and both Alphabet share classes were cut sharply. Meta Platforms and PDD Holdings were also increased. The new mix is most concentrated in semiconductors, with Intel Corporation and Qualcomm now the biggest exposures.

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AI and internet exposure expands as Intel is sharply reduced

Applied Materials, Alphabet Inc. (Class A), and Alphabet Inc. (Class C) were the biggest additions, while Intel Corporation was sharply reduced. PDD Holdings, Qualcomm, and Meta Platforms were also increased, and no positions were fully exited. The new allocation is most concentrated in Applied Materials, the two Alphabet share classes, and Intel Corporation, with semiconductor and internet-related names taking the largest weights.

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Semiconductor exposure broadens as Intel and Applied Materials take larger roles

Intel Corporation became the largest position after a major increase, with Applied Materials and Meta Platforms also raised. Qualcomm was cut sharply, and Alphabet Inc. (Class A), Alphabet Inc. (Class C), and PDD Holdings were reduced. The resulting allocation is most exposed to Intel Corporation and other semiconductor-related names.

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Semiconductor exposure expands as Qualcomm takes a larger role

Qualcomm became the dominant position after a large increase, while Alphabet Inc. (Class A), Alphabet Inc. (Class C), Intel Corporation, Meta Platforms, and Applied Materials were all reduced. PDD Holdings was the only other addition, and no positions were fully exited. The portfolio is now most exposed to Qualcomm, with remaining allocations still spread across Intel Corporation, Alphabet Inc. (Class A), and Alphabet Inc. (Class C).

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Large-cap tech exposure rises as semiconductor weight is reduced

Alphabet Inc. (Class A) and Alphabet Inc. (Class C) were the biggest additions, with Intel Corporation also increased meaningfully and Meta Platforms nudged higher. Applied Materials and PDD Holdings were the largest reductions, while Qualcomm was trimmed slightly. The updated mix is now most concentrated in Intel Corporation and the two Alphabet share classes, with Applied Materials and PDD Holdings still notable but smaller than before.

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Consumer and chip exposure rebalance as PDD takes a larger role

PDD Holdings became the biggest new position, while Intel Corporation was cut sharply and Applied Materials was also reduced. Alphabet Inc. (Class A and Class C) and Qualcomm were increased, and Meta Platforms was trimmed slightly. The resulting allocation is more concentrated in PDD Holdings, Applied Materials, Intel Corporation, and Qualcomm, with Alphabet also taking a larger share.

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Chip exposure deepens as internet and social weights are reduced

Intel Corporation and Applied Materials were the biggest additions, with Intel Corporation raised to the largest position and Applied Materials also increased sharply. Meta Platforms, Qualcomm, Alphabet Inc. (Class A), Alphabet Inc. (Class C), and PDD Holdings were all reduced, and no positions were fully exited. The new mix is most heavily exposed to semiconductor-related names, led by Intel Corporation, Applied Materials, and Qualcomm.

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Chip and internet exposure rebalance as Intel and PDD are reduced

Qualcomm became the largest position after a major increase, while Applied Materials, Meta Platforms, and Alphabet Inc. (Class A) were also increased. Intel Corporation and PDD Holdings were reduced sharply, and Alphabet Inc. (Class C) was trimmed as well. The resulting portfolio is most exposed to Qualcomm, with sizable allocations still in Applied Materials, Meta Platforms, and Intel Corporation.

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ReducedINTCGOOGPDD

AI and internet exposure expands as Qualcomm is cut

Qualcomm was cut sharply, while Intel Corporation, Alphabet Inc. (Class C), and PDD Holdings were increased. Applied Materials and Meta Platforms were reduced as well, and Alphabet Inc. (Class A) was also added to. The new allocation is most concentrated in Intel Corporation, with sizable exposure to PDD Holdings, Alphabet Inc. (Class C), Meta Platforms, and Alphabet Inc. (Class A).

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