Sophon Core

Medium RiskS&P 500Sector SpecialistConcentrated

Semiconductor exposure expands as Broadcom and Qualcomm are cut

Micron Technology and Lam Research became the largest positions after major increases, while Broadcom Inc., Qualcomm, Intuit, and NVIDIA were cut sharply. Adobe, Meta Platforms, Applied Materials, and Alphabet Inc. (Class A) were also added to, and ASML Holding and Alphabet Inc. (Class C) were increased modestly. The portfolio is now most exposed to semiconductor-related names, with a smaller but still meaningful tilt to Meta Platforms and Adobe.

Portfolio changes

TickerCompanyBeforeAfterChange
MU5.75%21.36%Increased
LRCX5.08%19.88%Increased
META6.65%12.11%Increased
ADBE2.53%9.14%Increased
AMAT2.25%5.43%Increased
GOOGL2.28%4.96%Increased
GOOG2.58%3.10%Increased
ASML1.97%2.76%Increased
AMD7.98%5.59%Reduced
VRTX5.23%4.44%Reduced
INTU13.79%3.39%Reduced
MSFT2.70%1.50%Reduced
QCOM12.54%0.84%Reduced
NVDA8.61%0.53%Reduced
AVGO15.25%0.15%Reduced
AAPL4.81%4.81%Held