Barclays Portfolio holdings
Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.
Top Buys
| 1 |
Honeywell
HON
|
+$4B |
| 2 |
Visa
V
|
+$579M |
| 3 |
Amazon
AMZN
|
+$371M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
+$369M |
| 5 |
UnitedHealth
UNH
|
+$352M |
Top Sells
| 1 |
Apple
AAPL
|
+$4.68B |
| 2 |
NVIDIA
NVDA
|
+$2.22B |
| 3 |
Microsoft
MSFT
|
+$2B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.98B |
| 5 |
Broadcom
AVGO
|
+$1.05B |
Sector Composition
| 1 | Technology | 31.54% |
| 2 | Consumer Discretionary | 12.6% |
| 3 | Financials | 12.44% |
| 4 | Industrials | 8.48% |
| 5 | Communication Services | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Medifast
MED
$152M
| $285K | ﹤0.01% |
16,194
+2,127
| +15% | +$37.4K |
|
3252
Prime Medicine
PRME
$727M
| $285K | ﹤0.01% |
97,621
+12,924
| +15% | +$37.7K |
|
|
LINE
3253
Lineage, Inc. Common Stock
LINE
$9.7B
| $285K | ﹤0.01% |
4,870
-172,833
| -97% | -$10.1M |
|
3254
Princeton Bancorp
BPRN
$217M
| $284K | ﹤0.01% |
8,258
+1,659
| +25% | +$57.1K |
|
3255
Medallion Financial
MFIN
$244M
| $284K | ﹤0.01% |
30,247
+4,184
| +16% | +$39.3K |
|
3256
Eos Energy Enterprises
EOSE
$2.02B
| $283K | ﹤0.01% |
58,378
+49,964
| +594% | +$242K |
|
3257
ADC Therapeutics
ADCT
$363M
| $282K | ﹤0.01% |
141,495
+13,756
| +11% | +$27.4K |
|
3258
Amylyx Pharmaceuticals
AMLX
$1.06B
| $282K | ﹤0.01% |
74,845
-9,727
| -12% | -$36.6K |
|
3259
LifeMD
LFMD
$279M
| $281K | ﹤0.01% |
56,773
+7,756
| +16% | +$38.4K |
|
3260
Compass Therapeutics
CMPX
$606M
| $279K | ﹤0.01% |
192,766
+22,521
| +13% | +$32.6K |
|
3261
Alta Equipment Group
ALTG
$246M
| $278K | ﹤0.01% |
42,479
+4,152
| +11% | +$27.2K |
|
3262
Alico
ALCO
$257M
| $277K | ﹤0.01% |
10,686
+1,350
| +14% | +$35K |
|
3263
Tilray
TLRY
$1.16B
| $276K | ﹤0.01% |
207,337
+3,193
| +2% | +$4.25K |
|
3264
Blink Charging
BLNK
$143M
| $275K | ﹤0.01% |
198,075
+24,371
| +14% | +$33.8K |
|
3265
Lakeland Industries
LAKE
$131M
| $274K | ﹤0.01% |
10,727
-4,507
| -30% | -$115K |
|
3266
Rackspace Technology
RXT
$357M
| $274K | ﹤0.01% |
124,152
+14,155
| +13% | +$31.2K |
|
3267
Inhibikase Therapeutics
IKT
$115M
| $273K | ﹤0.01% |
+84,000
| New | +$273K |
|
3268
Larimar Therapeutics
LRMR
$357M
| $273K | ﹤0.01% |
70,425
+10,393
| +17% | +$40.3K |
|
3269
Cardlytics
CDLX
$61.2M
| $272K | ﹤0.01% |
73,255
+15,229
| +26% | +$56.5K |
|
3270
Cardiff Oncology
CRDF
$138M
| $272K | ﹤0.01% |
62,596
+9,507
| +18% | +$41.3K |
|
3271
Precigen
PGEN
$1.23B
| $272K | ﹤0.01% |
242,899
+53,546
| +28% | +$60K |
|
3272
Sprott Physical Gold
PHYS
$13B
| $272K | ﹤0.01% |
13,500
| – | – |
|
3273
Sprott Copper Miners ETF
COPP
$36.6M
| $272K | ﹤0.01% |
13,250
| – | – |
|
|
LAR
3274
Lithium Argentina AG
LAR
$506M
| $271K | ﹤0.01% |
103,522
+11,084
| +12% | +$29K |
|
3275
CVRx
CVRX
$205M
| $270K | ﹤0.01% |
21,378
+2,311
| +12% | +$29.2K |
|