Sophon Core

Medium RiskS&P 500Sector SpecialistConcentrated

Consumer and chip exposure rebalance as memory weight falls

PDD Holdings, Broadcom Inc., Apple, and ASML Holding were the biggest additions, while Micron Technology and Applied Materials were cut sharply. NVIDIA, Meta Platforms, Alphabet Inc. (Class C), Microsoft, and Qualcomm were also reduced. The new mix is most exposed to Qualcomm, ASML Holding, Micron Technology, and Apple, with stronger weight in semiconductors and related technology names.

Portfolio changes

TickerCompanyBeforeAfterChange
ASML9.51%14.63%Increased
PDD0.82%11.98%Increased
AAPL3.25%10.68%Increased
AVGO0.45%8.26%Increased
GOOGL1.54%3.38%Increased
QCOM31.22%30.76%Reduced
MU29.76%7.34%Reduced
NVDA8.51%7.01%Reduced
META4.84%3.78%Reduced
AMAT8.20%1.10%Reduced
GOOG1.14%0.67%Reduced
MSFT0.75%0.41%Reduced