BOA
Birnam Oak Advisors Portfolio holdings
AUM
$334M
1 Year Est. Return
–
AUM
$239M
AUM Growth
+$36.2M
(+18%)
Holding
36
Top Buys
| 1 | +$23.8M | |
| 2 | +$22M | |
| 3 | +$13.6M | |
| 4 |
Spirit AeroSystems
SPR
|
+$11.9M |
| 5 |
Interpublic Group of Companies
IPG
|
+$8.73M |
Top Sells
| 1 | +$21.4M | |
| 2 | +$15.8M | |
| 3 | +$12.3M | |
| 4 |
Rapid7
RPD
|
+$4.43M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$1.75M |
Sector Composition
| 1 | Energy | 32.51% |
| 2 | Financials | 21.28% |
| 3 | Communication Services | 9.72% |
| 4 | Industrials | 6.51% |
| 5 | Consumer Discretionary | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-33,000
|
|
||
27
iShares Russell 2000 ETF
IWM
$69.9B
| – | – |
0
|
|
||
28
Kohl's
KSS
$1.74B
| – | – |
0
|
|
||
29
Palantir
PLTR
$423B
| – | – |
0
|
|
||
|
30
Rapid7
RPD
$1.16B
| – | – |
-110,000
|
|
||
31
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
0
|
|
||
32
Tesla
TSLA
$1.46T
| – | – |
0
|
|
||
33
UnitedHealth
UNH
$323B
| – | – |
0
|
|
||
34
Vestis
VSTS
$634M
| – | – |
-1,407,240
|
|
||
35
Bristow Group
VTOL
$1.1B
| – | – |
-13,654
|
|
||
|
HCP
36
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| – | – |
-359,000
|
|