Sophon Core

Medium RiskS&P 500Sector SpecialistConcentrated

Semiconductor exposure tightens as KLA and equipment weights rise

KLA Corporation became the largest new position, with bigger allocations also added to Texas Instruments, Applied Materials, and ASML Holding. The update reduced Apple, Broadcom Inc., Lam Research, NVIDIA, Vertex Pharmaceuticals, and Regeneron Pharmaceuticals, while keeping Alphabet Inc. (Class A and Class C), Amazon.com, Intuit, and Micron Technology in the mix. The resulting portfolio is most exposed to semiconductor and semiconductor equipment names.

Portfolio changes

TickerCompanyBeforeAfterChange
KLAC7.52%21.05%Increased
AMAT8.44%12.30%Increased
ASML4.69%7.96%Increased
TXN2.43%6.93%Increased
GOOG5.49%5.58%Increased
GOOGL5.30%5.41%Increased
MU11.19%10.97%Reduced
LRCX14.26%9.55%Reduced
REGN6.58%4.61%Reduced
AMZN3.66%3.47%Reduced
VRTX6.72%3.22%Reduced
AVGO8.03%3.02%Reduced
NVDA5.27%2.87%Reduced
AAPL9.47%2.30%Reduced
INTU0.94%0.76%Reduced