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 |
NVIDIA
NVDA
|
+$2.01B |
| 2 |
Broadcom
AVGO
|
+$1.41B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$978M |
| 4 |
JPMorgan Chase
JPM
|
+$714M |
| 5 |
Tesla
TSLA
|
+$626M |
Top Sells
| 1 |
Honeywell
HON
|
+$1.68B |
| 2 |
Visa
V
|
+$1.41B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 4 |
Amazon
AMZN
|
+$855M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$550M |
Sector Composition
| 1 | Technology | 34.36% |
| 2 | Financials | 12.76% |
| 3 | Consumer Discretionary | 11.44% |
| 4 | Communication Services | 8.74% |
| 5 | Healthcare | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3326
Larimar Therapeutics
LRMR
$331M
| $245K | ﹤0.01% |
84,860
+30,601
| +56% | +$88.3K |
|
3327
ReNew
RNW
$2.78B
| $245K | ﹤0.01% |
35,440
+20,667
| +140% | +$143K |
|
|
TOPT
3328
iShares Top 20 U.S. Stocks ETF
TOPT
$274M
| $245K | ﹤0.01% |
8,986
| – | – |
|
3329
Inhibrx
INBX
$429M
| $244K | ﹤0.01% |
17,164
+3,881
| +29% | +$55.2K |
|
|
LB
3330
LandBridge Company LLC
LB
$1.29B
| $243K | ﹤0.01% |
3,585
+433
| +14% | +$29.4K |
|
3331
Copa Holdings
CPA
$4.69B
| $242K | ﹤0.01% |
+2,200
| New | +$242K |
|
3332
Omega Flex
OFLX
$344M
| $242K | ﹤0.01% |
7,481
+2,522
| +51% | +$81.6K |
|
3333
SB Financial Group
SBFG
$137M
| $241K | ﹤0.01% |
12,644
+12,304
| +3,619% | +$235K |
|
3334
Kimbell Royalty Partners
KRP
$1.27B
| $239K | ﹤0.01% |
17,120
+995
| +6% | +$13.9K |
|
3335
Pixelworks
PXLW
$62.5M
| $239K | ﹤0.01% |
34,179
-1
| -0% | -$7 |
|
3336
Sleep Number
SNBR
$221M
| $239K | ﹤0.01% |
35,275
+13,200
| +60% | +$89.4K |
|
3337
Alector
ALEC
$283M
| $238K | ﹤0.01% |
169,795
+44,709
| +36% | +$62.7K |
|
3338
Alta Equipment Group
ALTG
$250M
| $238K | ﹤0.01% |
37,584
+8,474
| +29% | +$53.7K |
|
3339
VanEck BDC Income ETF
BIZD
$1.67B
| $238K | ﹤0.01% |
14,594
| – | – |
|
3340
US Gold Corp
USAU
$180M
| $238K | ﹤0.01% |
+19,516
| New | +$238K |
|
3341
BV Financial
BVFL
$165M
| $237K | ﹤0.01% |
15,540
+12,434
| +400% | +$190K |
|
3342
Escalade
ESCA
$171M
| $237K | ﹤0.01% |
16,989
+6,873
| +68% | +$95.9K |
|
|
MDV
3343
Modiv Industrial
MDV
$152M
| $237K | ﹤0.01% |
16,869
+9,334
| +124% | +$131K |
|
3344
Mistras Group
MG
$301M
| $237K | ﹤0.01% |
29,524
+8,343
| +39% | +$67K |
|
|
RHLD
3345
Resolute Holdings Management Common Stock
RHLD
$584M
| $237K | ﹤0.01% |
7,455
+5,252
| +238% | +$167K |
|
3346
Flexsteel Industries
FLXS
$251M
| $236K | ﹤0.01% |
6,555
+1,862
| +40% | +$67K |
|
3347
Sonida Senior Living
SNDA
$486M
| $236K | ﹤0.01% |
9,486
+4,555
| +92% | +$113K |
|
3348
Everspin Technologies
MRAM
$153M
| $235K | ﹤0.01% |
37,336
-19,239
| -34% | -$121K |
|
|
VOXR
3349
Vox Royalty Corp
VOXR
$178M
| $235K | ﹤0.01% |
+74,529
| New | +$235K |
|
3350
Energy Services of America
ESOA
$171M
| $234K | ﹤0.01% |
23,525
+12,171
| +107% | +$121K |
|