Sophon Core

Medium RiskS&P 500Sector SpecialistConcentrated

Chip exposure expands as Apple and applied materials are trimmed

Broadcom Inc. became the largest new position, with Intuit, Meta Platforms, NVIDIA, and Qualcomm also increased. The update fully exited no positions, but it sharply reduced Apple, Applied Materials, Alphabet Inc. (Class A and Class C), Vertex Pharmaceuticals, Micron Technology, and Lam Research. The portfolio is now most exposed to Broadcom Inc., Qualcomm, Intuit, NVIDIA, and Apple, with a heavier tilt toward semiconductors and related technology names.

Portfolio changes

TickerCompanyBeforeAfterChange
AVGO0.12%15.04%Increased
INTU4.54%13.46%Increased
QCOM8.98%12.62%Increased
NVDA2.64%8.56%Increased
AMD5.89%7.59%Increased
META0.26%7.17%Increased
ADBE2.25%2.58%Increased
MU10.64%5.38%Reduced
LRCX8.72%5.29%Reduced
VRTX10.80%5.24%Reduced
AAPL13.87%4.80%Reduced
GOOG8.71%2.78%Reduced
MSFT3.36%2.72%Reduced
GOOGL6.84%2.45%Reduced
AMAT10.28%2.34%Reduced
ASML2.10%1.97%Reduced