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 | |
|---|---|---|---|---|---|---|
1951
Winmark
WINA
$1.82B
| $2.93M | ﹤0.01% |
7,754
+2,739
| +55% | +$1.03M |
|
1952
Better Home & Finance Holding
BETR
$376M
| $2.92M | ﹤0.01% |
235,798
+19,074
| +9% | +$236K |
|
1953
Topgolf Callaway Brands
MODG
$1.78B
| $2.92M | ﹤0.01% |
362,368
+93,730
| +35% | +$755K |
|
1954
iShares TIPS Bond ETF
TIP
$14B
| $2.92M | ﹤0.01% |
26,514
-2,169
| -8% | -$239K |
|
1955
Nurix Therapeutics
NRIX
$703M
| $2.9M | ﹤0.01% |
254,870
+110,095
| +76% | +$1.25M |
|
1956
BrightView Holdings
BV
$1.34B
| $2.9M | ﹤0.01% |
174,218
+51,242
| +42% | +$853K |
|
1957
LGI Homes
LGIH
$1.45B
| $2.89M | ﹤0.01% |
56,111
+9,548
| +21% | +$492K |
|
1958
Wolverine World Wide
WWW
$2.48B
| $2.88M | ﹤0.01% |
159,553
+21,088
| +15% | +$381K |
|
1959
Knowles
KN
$1.91B
| $2.88M | ﹤0.01% |
163,505
+52,533
| +47% | +$926K |
|
1960
Camping World
CWH
$1.1B
| $2.88M | ﹤0.01% |
167,386
+93,978
| +128% | +$1.62M |
|
1961
China Yuchai International
CYD
$1.42B
| $2.88M | ﹤0.01% |
120,329
+22,352
| +23% | +$534K |
|
1962
Westamerica Bancorp
WABC
$1.26B
| $2.88M | ﹤0.01% |
59,382
+19,595
| +49% | +$949K |
|
1963
Sable Offshore Corp
SOC
$2.3B
| $2.88M | ﹤0.01% |
130,808
+66,602
| +104% | +$1.46M |
|
1964
Vita Coco
COCO
$2.22B
| $2.86M | ﹤0.01% |
79,185
+24,707
| +45% | +$892K |
|
|
RAL
1965
Ralliant Corporation
RAL
$4.84B
| $2.86M | ﹤0.01% |
+58,971
| New | +$2.86M |
|
1966
Schrodinger
SDGR
$1.38B
| $2.85M | ﹤0.01% |
141,774
+65,214
| +85% | +$1.31M |
|
1967
Rocket Companies
RKT
$44.4B
| $2.85M | ﹤0.01% |
200,830
+150,357
| +298% | +$2.13M |
|
1968
Scansource
SCSC
$994M
| $2.85M | ﹤0.01% |
68,050
+20,971
| +45% | +$877K |
|
1969
Independent Bank Corp
IBCP
$666M
| $2.84M | ﹤0.01% |
87,679
+12,201
| +16% | +$395K |
|
1970
CRA International
CRAI
$1.31B
| $2.83M | ﹤0.01% |
15,110
+5,241
| +53% | +$982K |
|
1971
Virtus Investment Partners
VRTS
$1.36B
| $2.83M | ﹤0.01% |
15,582
+2,665
| +21% | +$484K |
|
1972
GXO Logistics
GXO
$5.9B
| $2.83M | ﹤0.01% |
58,041
-799
| -1% | -$38.9K |
|
1973
Digital Turbine
APPS
$494M
| $2.82M | ﹤0.01% |
478,485
+4,551
| +1% | +$26.9K |
|
1974
Spectrum Brands
SPB
$1.33B
| $2.82M | ﹤0.01% |
53,260
+36,101
| +210% | +$1.91M |
|
1975
Trevi Therapeutics
TRVI
$1.19B
| $2.82M | ﹤0.01% |
515,476
+377,544
| +274% | +$2.06M |
|