Sophon Core

Medium RiskS&P 500Sector SpecialistConcentrated

Semiconductor exposure expands as cloud and software weights are cut

KLA Corporation, Applied Materials, Lam Research, Micron Technology, and ASML Holding were the biggest additions, while Amazon.com, Broadcom Inc., both Alphabet Inc. share classes, Intuit, NVIDIA, and Regeneron Pharmaceuticals were cut back. Texas Instruments was also reduced, and Apple was increased slightly. The new allocation is most concentrated in semiconductor equipment and memory names, led by KLA Corporation and Applied Materials.

Portfolio changes

TickerCompanyBeforeAfterChange
KLAC3.76%21.58%Increased
AMAT2.47%18.99%Increased
LRCX1.76%13.74%Increased
ASML3.56%10.51%Increased
MU0.14%10.49%Increased
VRTX3.53%6.47%Increased
AAPL0.16%0.29%Increased
NVDA12.93%5.07%Reduced
AVGO14.00%4.91%Reduced
INTU10.95%2.12%Reduced
REGN9.31%1.94%Reduced
AMZN15.98%1.64%Reduced
GOOGL9.87%1.00%Reduced
TXN1.96%0.65%Reduced
GOOG9.64%0.61%Reduced