Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $268.6M | 5.0% | +6.1% |
| MSFTMicrosoft Corp | $207.3M | 3.8% | +9.6% |
| AMZNAmazon Com Inc | $195.1M | 3.6% | +6.8% |
| AAPLApple Inc | $178.8M | 3.3% | −3.0% |
| AMATApplied Matls Inc | $168.6M | 3.1% | |
| TSMTaiwan Semiconductor Manufac | $148.1M | 2.7% | −4.4% |
| GOOGAlphabet Inc | $133.0M | 2.5% | −5.4% |
| AVGOBroadcom Inc | $132.5M | 2.5% | +2.2% |
| JPMJpmorgan Chase & Co | $123.6M | 2.3% | −4.2% |
| BACBank Of Amer Corp | $104.3M | 1.9% | +5.1% |
| JNJJohnson & Johnson | $95.2M | 1.8% | −5.5% |
| LLYEli Lilly & Co | $90.9M | 1.7% | +5.1% |
| GOOGLAlphabet Inc | $88.7M | 1.6% | −2.1% |
| MAMastercard Incorporated | $88.4M | 1.6% | −2.1% |
| METAMeta Platforms Inc | $78.4M | 1.5% | −10.3% |
| URIUnited Rentals Inc | $69.5M | 1.3% | −6.5% |
| HEI/AHeico Corp New | $66.3M | 1.2% | −2.1% |
| PHMPulte Group Inc | $65.4M | 1.2% | −1.6% |
| Astrazeneca PLCCUSIP G0593M107 | $65.2M | 1.2% | +92.9% |
| VMCVulcan Matls Co | $60.8M | 1.1% | +4.1% |
| FANGDiamondback Energy Inc | $57.7M | 1.1% | −13.5% |
| GEVGe Vernova Inc | $56.5M | 1.0% | +219.6% |
| WMTWalmart Inc | $50.7M | 0.9% | −4.3% |
| UNPUnion Pac Corp | $50.2M | 0.9% | −31.5% |
| AMDAdvanced Micro Devices Inc | $49.2M | 0.9% | −10.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $168.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $49.2M |
| VRTVertiv Holdings Co | December 31, 2025 | +106.7% | $29.8M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $56.5M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $148.1M |
| URIUnited Rentals Inc | December 31, 2025 | +40.0% | $69.5M |
| EEMIshares Tr | December 31, 2025 | +25.0% | $30.3M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $95.2M |
| Totalenergies SeCUSIP F92124100 | December 31, 2025 | +18.9% | $33.2M |
| UNPUnion Pac Corp | December 31, 2025 | +17.6% | $50.2M |
Sold off last quarter
- WKWorkiva Inc was $3.7M
- BMIBadger Meter Inc was $3.4M
- TFLOIshares Tr was $2.4M
- Thomson Reuters CorpCUSIP 884903808 was $2.3M
- ARHSArhaus Inc was $1.7M
- AIGAmerican Intl Group Inc was $1.4M
- CLOUGlobal X Fds was $1.2M
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- FLOTIshares Tr was $973K
- TREELendingtree Inc was $737K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.2% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: EFG International AG Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109868&type=13F-HR&dateb=&owner=include&count=40CIK 2109868
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109868/000210986826000008/Filed August 14, 2026 · accession 0002109868-26-000008