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Portfolio (Quarterly) Guide ↗

180 GPS Investments IC Ltd

· CIK 0002077902
13F Portfolio $135M AUM 23 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 1 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TRUST Financial Services 44,056.0 $32.9M 24.32% NEW $746.77 +3.0%
2 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 26,038.0 $19.2M 14.18% NEW $736.40 -2.7%
3 NVDA NVIDIA CORP Technology 65,875.0 $13.2M 9.74% NEW $200.09 +9.2%
4 GOOG ALPHABET INC-CL C 32,331.0 $11.4M 8.45% NEW $353.33
5 AMZN AMAZON.COM INC Consumer Cyclical 45,214.0 $10.8M 7.97% NEW $238.34 +11.2%
6 UNP UNION PACIFIC CORP Industrials 34,851.0 $9.5M 7.01% NEW $272.00 +13.1%
7 TLN TALEN ENERGY CORP Utilities 22,474.0 $8.6M 6.38% NEW $384.26 -22.6%
8 LGN LEGENCE CORP-CL A Industrials 93,429.0 $8.0M 5.89% NEW $85.23 -36.0%
9 UTHR UNITED THERAPEUTICS CORP Healthcare 13,722.0 $7.4M 5.50% NEW $541.83 -4.7%
10 SNDK SANDISK CORP Technology 2,477.0 $5.6M 4.16% NEW $2273.73 -34.7%
11 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 8,711.0 $4.2M 3.08% NEW $477.57 -12.1%
12 CORZ CORE SCIENTIFIC INC Technology 129,506.0 $3.3M 2.45% NEW $25.59 -36.2%
13 TSLA TESLA INC Consumer Cyclical 678.0 $285K 0.21% NEW $420.60 -17.6%
14 AAPL APPLE INC Technology 692.0 $200K 0.15% NEW $289.36 +10.5%
15 JPM JPMORGAN CHASE & CO Financial Services 526.0 $172K 0.13% NEW $327.33 +8.7%
16 GOOGL ALPHABET INC-CL A Communication Services 404.0 $144K 0.11% NEW $357.37 -2.9%
17 AVGO BROADCOM INC Technology 333.0 $126K 0.09% NEW $377.75 -2.6%
18 ASML ASML HOLDING N V Technology 50.0 $99K 0.07% NEW $1989.44 -14.4%
19 NFLX NETFLIX INC Communication Services 705.0 $50K 0.04% NEW $71.40 +14.2%
20 META META PLATFORMS INC-CLASS A Communication Services 78.0 $44K 0.03% NEW $563.29 +2.2%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.2%
Technology 21.6%
Industrials 14.1%
Consumer Cyclical 8.9%
Utilities 7.0%
Healthcare 6.0%
Communication Services 0.2%