1y return+29.3%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2024: $123 against $127 in the S&P 500.2
Myriad Asset Management US LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IEMGIshares Core Msci Emerging Etf | $13.7M | 18.9% | −21.9% |
| EMXCIshares Msci Emerging Markets Etf | $11.4M | 15.7% | −11.6% |
| NVDANvidia Ord | $3.6M | 4.9% | +5.3% |
| GOOGLAlphabet Cl A Ord | $3.2M | 4.5% | +12.9% |
| AAPLApple Ord | $2.7M | 3.7% | New |
| AMZNAmazon Com Ord | $2.4M | 3.3% | +20.7% |
| MSFTMicrosoft Ord | $1.8M | 2.5% | −3.9% |
| LLYEli Lilly Ord | $1.8M | 2.5% | New |
| VTWOVanguard Russell 2000 Etf | $1.8M | 2.5% | New |
| RSPInvsc S P 500 Equal Weight Etf | $1.7M | 2.4% | New |
| JPMJpmorgan Chase Ord | $1.5M | 2.1% | +40.8% |
| FCXFreeport Mcmoran Ord | $1.4M | 1.9% | |
| AVGOBroadcom Ord | $1.4M | 1.9% | +20.4% |
| VVisa Cl A Ord | $1.1M | 1.6% | New |
| Asml Holding Adr Rep OrdCUSIP N07059210 | $1.1M | 1.6% | −15.3% |
| SMERYSiemens Energy Adr | $1.1M | 1.5% | −16.7% |
| CCitigroup Ord | $1.0M | 1.4% | +44.1% |
| MSMorgan Stanley Ord | $1.0M | 1.4% | +17.6% |
| TSMTaiwan Semiconductor Mnftg Adr 5 Ord | $959K | 1.3% | −10.6% |
| GSGoldman Sachs Group Ord | $899K | 1.2% | +19.5% |
| CATCaterpillar Ord | $858K | 1.2% | −20.0% |
| UNPUnion Pacific Ord | $794K | 1.1% | +151.5% |
| BACBank Of America Ord | $789K | 1.1% | +18.0% |
| METAMeta Platforms Cl A Ord | $753K | 1.0% | −8.4% |
| TMOThermo Fisher Scientific Ord | $732K | 1.0% | New |
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 |
|---|---|---|---|
| LRCXLam Research Ord | December 31, 2025 | +153.1% | $683K |
| CATCaterpillar Ord | September 30, 2025 | +123.2% | $858K |
| TSMTaiwan Semiconductor Mnftg Adr 5 Ord | June 30, 2025 | +110.9% | $959K |
| Asml Holding Adr Rep OrdCUSIP N07059210 | September 30, 2025 | +105.5% | $1.1M |
| FCXFreeport Mcmoran Ord | September 30, 2025 | +60.4% | $1.4M |
| GOOGLAlphabet Cl A Ord | September 30, 2025 | +47.0% | $3.2M |
| EMXCIshares Msci Emerging Markets Etf | December 31, 2025 | +40.8% | $11.4M |
| IEMGIshares Core Msci Emerging Etf | June 30, 2025 | +38.0% | $13.7M |
| CCitigroup Ord | September 30, 2025 | +37.9% | $1.0M |
| DEDeere Ord | December 31, 2025 | +36.2% | $570K |
Sold off last quarter
- IAUMIshares Gold Tr Micro Undiv Benf Etv was $12.9M
- HSBCHsbc Holdings Adr Rep 5 Ord was $573K
- VALEVale Adr Reptg One Ord was $498K
- SANBanco Santander Adr Rep 1 Ord was $341K
- AAAlcoa Ord was $331K
- AMDAdvanced Micro Devices Ord was $304K
- PHMPultegroup Ord was $303K
- PNCPnc Financial Services Group Ord was $299K
- USBUs Bancorp Ord was $298K
- DHID R Horton Ord was $285K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.4% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +12.6% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −10.4% | −4.6% |
| September 30, 2024 | +1.9% | +5.4% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | −49.3% | +11.2% |
| September 30, 2023 | −29.2% | −3.6% |
| June 30, 2023 | −34.2% | +8.3% |
| March 31, 2023 | −45.5% | +7.0% |
| December 31, 2022 | −16.4% | +7.1% |
| September 30, 2022 | +3.5% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Myriad Asset Management US LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1857187&type=13F-HR&dateb=&owner=include&count=40CIK 1857187
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1857187/000185718726000007/Filed July 20, 2026 · accession 0001857187-26-000007