Goldman Sachs Portfolio holdings
Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$1.21B |
| 2 |
Apple
AAPL
|
+$1.14B |
| 3 |
Broadcom
AVGO
|
+$923M |
| 4 |
UnitedHealth
UNH
|
+$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.25B |
| 3 |
Royal Bank of Canada
RY
|
+$1.12B |
| 4 |
TC Energy
TRP
|
+$1.09B |
| 5 |
Amazon
AMZN
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Simpson Manufacturing
SSD
$7.86B
| $24.6M | ﹤0.01% |
148,050
-25,683
| -15% | -$4.26M |
|
1602
Vertex
VERX
$3.84B
| $24.5M | ﹤0.01% |
459,435
+180,737
| +65% | +$9.64M |
|
1603
Cimpress
CMPR
$1.4B
| $24.5M | ﹤0.01% |
341,510
+17,243
| +5% | +$1.24M |
|
1604
Tandem Diabetes Care
TNDM
$829M
| $24.4M | ﹤0.01% |
678,490
+57,944
| +9% | +$2.09M |
|
1605
Oceaneering
OII
$2.43B
| $24.4M | ﹤0.01% |
936,583
+434,270
| +86% | +$11.3M |
|
1606
Archer Aviation
ACHR
$5.64B
| $24.4M | ﹤0.01% |
2,505,043
+1,382,572
| +123% | +$13.5M |
|
1607
Vanguard S&P 500 Growth ETF
VOOG
$19.9B
| $24.4M | ﹤0.01% |
66,532
+5,812
| +10% | +$2.13M |
|
1608
Arrowhead Research
ARWR
$4.11B
| $24.3M | ﹤0.01% |
1,294,210
+21,309
| +2% | +$401K |
|
1609
Simplify Interest Rate Hedge ETF
PFIX
$143M
| $24.3M | ﹤0.01% |
464,520
+398,647
| +605% | +$20.9M |
|
1610
StoneCo
STNE
$4.89B
| $24.2M | ﹤0.01% |
3,037,971
+879,007
| +41% | +$7.01M |
|
|
WAY
1611
Waystar Holding Corp
WAY
$6.51B
| $24.2M | ﹤0.01% |
659,012
+185,045
| +39% | +$6.79M |
|
1612
Lithia Motors
LAD
$8.56B
| $24.2M | ﹤0.01% |
67,630
+20,806
| +44% | +$7.44M |
|
1613
Kennametal
KMT
$1.58B
| $24.2M | ﹤0.01% |
1,006,111
-104,087
| -9% | -$2.5M |
|
1614
Hudbay
HBM
$5.35B
| $24.2M | ﹤0.01% |
2,981,667
+2,108,899
| +242% | +$17.1M |
|
|
HEES
1615
DELISTED
H&E Equipment Services
HEES
| $24.1M | ﹤0.01% |
492,983
+218,705
| +80% | +$10.7M |
|
1616
Limbach Holdings
LMB
$1.23B
| $24.1M | ﹤0.01% |
282,048
-11,638
| -4% | -$996K |
|
1617
Addus HomeCare
ADUS
$2.03B
| $24.1M | ﹤0.01% |
192,426
+1,562
| +0.8% | +$196K |
|
1618
Veritex Holdings
VBTX
$1.88B
| $24.1M | ﹤0.01% |
887,760
+103,222
| +13% | +$2.8M |
|
1619
KBR
KBR
$6.36B
| $24.1M | ﹤0.01% |
416,010
-185,267
| -31% | -$10.7M |
|
1620
Dine Brands
DIN
$368M
| $24.1M | ﹤0.01% |
800,624
+486,380
| +155% | +$14.6M |
|
|
CDMO
1621
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $24.1M | ﹤0.01% |
1,951,297
+1,475,886
| +310% | +$18.2M |
|
1622
Graco
GGG
$14B
| $24.1M | ﹤0.01% |
285,836
-24,717
| -8% | -$2.08M |
|
1623
Kohl's
KSS
$1.71B
| $24M | ﹤0.01% |
1,711,940
+529,690
| +45% | +$7.44M |
|
1624
Virtu Financial
VIRT
$3.1B
| $24M | ﹤0.01% |
673,582
+449,188
| +200% | +$16M |
|
1625
United Parks & Resorts
PRKS
$2.79B
| $24M | ﹤0.01% |
427,291
-12,390
| -3% | -$696K |
|