Stocks portfolio

·Public view·Percentage only·Updated Aug 22, 13:49 UTC

Portfolio return+10.1%Since Feb 18, 2026

Invested allocation93.0%of portfolio

Cash allocation7.0%of portfolio

Statement dateAug 21, 2026 

Composition

HoldingsSectors

• ADBE13.2%
• XBIO8.1%
• LULU7.6%
• NKE6.9%
• CRCL6.8%
• GTLB6.7%
• DOCU6.0%
• IREN5.5%
• BTGO5.4%
• Other26.8%
• Cash7.0%

P&L attributionpercentage-point impact · statement window

Realized−0.65 pp

Commissions−0.07 pp

Transaction taxes−0.00 pp

Unrealized · open+9.94 pp

since purchase, not period

Partial attribution · based on reported attribution and open-position returns.

Holdings 15

Weight

ADBEInformation Technology13.2%

XBIOHealth Care8.1%

LULUConsumer Discretionary7.6%

NKEConsumer Discretionary6.9%

CRCLFinancials6.8%

GTLBInformation Technology6.7%

DOCUInformation Technology6.0%

IRENFinancials5.5%

BTGOFinancials5.4%

DJTInformation Technology5.3%

AVATFinancials5.1%

CNXCIndustrials4.9%

RBLXInformation Technology4.5%

CBRSInformation Technology4.1%

1211Unclassified2.9%

Public performance is presented exclusively as percentages. Returns can be positive or negative and do not guarantee future results.