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 | |
|---|---|---|---|---|---|---|
3326
Loar Holdings
LOAR
$7.44B
| $243K | ﹤0.01% |
3,298
+355
| +12% | +$26.2K |
|
3327
Pioneer Bancorp
PBFS
$338M
| $242K | ﹤0.01% |
21,001
+2,244
| +12% | +$25.9K |
|
3328
Virgin Galactic
SPCE
$188M
| $242K | ﹤0.01% |
41,078
+14,084
| +52% | +$83K |
|
3329
Vanguard Mid-Cap ETF
VO
$88.6B
| $242K | ﹤0.01% |
917
| – | – |
|
3330
Dakota Gold
DC
$547M
| $239K | ﹤0.01% |
108,709
+15,042
| +16% | +$33.1K |
|
|
CTNM
3331
Contineum Therapeutics
CTNM
$331M
| $239K | ﹤0.01% |
16,286
+7,978
| +96% | +$117K |
|
3332
Bel Fuse Class A
BELFA
$1.58B
| $237K | ﹤0.01% |
2,623
+312
| +14% | +$28.2K |
|
3333
Mitsubishi UFJ Financial
MUFG
$178B
| $237K | ﹤0.01% |
20,187
-53,710
| -73% | -$631K |
|
3334
E.W. Scripps
SSP
$257M
| $237K | ﹤0.01% |
107,162
-311,426
| -74% | -$689K |
|
3335
Vanguard Small-Cap ETF
VB
$67.9B
| $237K | ﹤0.01% |
988
| – | – |
|
3336
Aegon
AEG
$12.1B
| $236K | ﹤0.01% |
+40,000
| New | +$236K |
|
3337
Johnson Outdoors
JOUT
$420M
| $236K | ﹤0.01% |
7,141
+566
| +9% | +$18.7K |
|
|
BNT
3338
Brookfield Wealth Solutions Ltd.
BNT
$19.6B
| $236K | ﹤0.01% |
4,111
+1,447
| +54% | +$83.1K |
|
3339
Energy Services of America
ESOA
$173M
| $234K | ﹤0.01% |
+18,485
| New | +$234K |
|
3340
Wheels Up
UP
$1.51B
| $234K | ﹤0.01% |
142,056
+14,117
| +11% | +$23.3K |
|
3341
Algoma Steel
ASTL
$484M
| $232K | ﹤0.01% |
23,776
-1,935
| -8% | -$18.9K |
|
3342
NACCO Industries
NC
$306M
| $232K | ﹤0.01% |
7,771
+767
| +11% | +$22.9K |
|
3343
scPharmaceuticals
SCPH
$302M
| $232K | ﹤0.01% |
65,361
+24,717
| +61% | +$87.7K |
|
3344
Caribou Biosciences
CRBU
$178M
| $231K | ﹤0.01% |
145,417
+15,578
| +12% | +$24.7K |
|
3345
RCM Technologies
RCMT
$199M
| $231K | ﹤0.01% |
10,405
+1,517
| +17% | +$33.7K |
|
3346
Carisma Therapeutics
CARM
$15.8M
| $230K | ﹤0.01% |
549,305
| – | – |
|
|
NIU
3347
Niu Technologies
NIU
$321M
| $230K | ﹤0.01% |
128,039
+94,794
| +285% | +$170K |
|
3348
CPI Card Group
PMTS
$172M
| $230K | ﹤0.01% |
7,712
+382
| +5% | +$11.4K |
|
3349
AlTi Global
ALTI
$394M
| $229K | ﹤0.01% |
51,874
+7,417
| +17% | +$32.7K |
|
3350
Editas Medicine
EDIT
$244M
| $229K | ﹤0.01% |
181,238
+2,731
| +2% | +$3.45K |
|