Portfolio (Quarterly)
Guide ↗
Titiun Yejiel
· CIK 0002118914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 32,111.0 | $9.3M | 8.07% | +9K | +36.6% | $289.36 | +7.1% |
| 2 | MSFT | MICROSOFT CORP | Technology | 21,393.0 | $8.0M | 6.93% | +9K | +78.3% | $373.02 | +31.8% |
| 3 | WRB | BERKLEY W R CORP | Financial Services | 106,321.0 | $7.5M | 6.51% | +66K | +162.5% | $70.53 | -2.9% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | Technology | 12,397.0 | $7.2M | 6.25% | NEW | — | $580.91 | -17.5% |
| 5 | AXP | AMERICAN EXPRESS CO | Financial Services | 17,231.0 | $5.8M | 5.06% | +6K | +56.6% | $338.25 | -0.7% |
| 6 | SMH | VANECK ETF TR SEMICONDUCTOR ETF | — | 8,214.0 | $5.4M | 4.68% | — | — | $655.89 | -15.3% |
| 7 | MU | MICRON TECHNOLOGY INC | Technology | 4,283.0 | $4.9M | 4.29% | NEW | — | $1154.29 | -19.2% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 13,506.0 | $4.8M | 4.19% | NEW | — | $357.37 | -2.9% |
| 9 | XBI | SPDR SER TR SPDR S&P BIOTECH ETF | — | 24,537.0 | $3.9M | 3.37% | NEW | — | $158.25 | +6.9% |
| 10 | MA | MASTERCARD INC | Financial Services | 7,335.0 | $3.8M | 3.27% | +4K | +117.0% | $513.60 | +16.7% |
| 11 | — | BERKSHIRE HATHAWAY INC | — | 5.0 | $3.7M | 3.25% | — | — | $748850.00 | — |
| 12 | GLD | SPDR GOLD TRUST | Financial Services | 9,963.0 | $3.7M | 3.19% | +7K | +228.8% | $368.38 | +16.2% |
| 13 | AMZN | AMAZON COM INC | Consumer Cyclical | 15,093.0 | $3.6M | 3.12% | +9K | +151.6% | $238.34 | +9.5% |
| 14 | PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEVERS ETF | — | 25,000.0 | $3.5M | 3.07% | — | — | $141.66 | +6.7% |
| 15 | — | BERKSHIRE HATHAWAY INC | — | 6,992.0 | $3.5M | 3.04% | +4K | +179.7% | $500.39 | — |
| 16 | WDC | WESTERN DIGITAL CORP | Technology | 5,453.0 | $3.5M | 3.02% | NEW | — | $638.72 | -29.4% |
| 17 | CSCO | CISCO SYSTEMS INC | Technology | 25,000.0 | $2.9M | 2.55% | — | — | $117.46 | -5.4% |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 5,241.0 | $2.6M | 2.28% | +4K | +227.6% | $501.36 | +25.3% |
| 19 | NVDA | NVIDIA CORP | Technology | 12,118.0 | $2.4M | 2.10% | -35K | -74.0% | $200.09 | +6.5% |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS SHORT TERM CORP BD ETF | — | 30,000.0 | $2.4M | 2.06% | — | — | $79.03 | -0.3% |
① 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
Technology
45.8%
Financial Services
32.4%
Communication Services
8.1%
Consumer Cyclical
6.9%
Healthcare
4.9%
Industrials
1.9%