Energy and storage exposure expands in a fresh portfolio build
Eleven new positions were added, led by Valero Energy, Sandisk Corporation, and Marathon Petroleum, with no exits or reductions because the starting portfolio was empty. The new allocation is concentrated in energy and data-storage names, with additional exposure to semiconductor-related holdings through Micron Technology and Seagate Technology plc.
Portfolio changes
| Ticker | Company | Before | After | Change |
|---|---|---|---|---|
| VLO | Valero Energy | — | 10.02% | Added |
| SNDK | Sandisk Corporation | — | 9.95% | Added |
| MPC | Marathon Petroleum | — | 9.91% | Added |
| PSX | Phillips 66 | — | 9.64% | Added |
| MU | Micron Technology | — | 9.22% | Added |
| STX | Seagate Technology plc | — | 9.02% | Added |
| CVX | Chevron | — | 8.85% | Added |
| WDC | Western Digital Corp | — | 8.53% | Added |
| OXY | Occidental Petroleum | — | 8.51% | Added |
| FANG | Diamondback Energy | — | 8.35% | Added |
| XOM | Exxon Mobil Corp | — | 8.00% | Added |