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.