HCM
Horiko Capital Management Portfolio holdings
AUM
$383M
1-Year Est. Return
23.03%
1 Year Est. Return
+23.03%
AUM
$340M
AUM Growth
-$6.64M
(-1.9%)
Holding
22
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.53M | |
| 3 | +$1.46M | |
| 4 |
Microsoft
MSFT
|
+$1.4M |
| 5 |
Apple
AAPL
|
+$1.13M |
Sector Composition
| 1 | Technology | 29.24% |
| 2 | Communication Services | 23.81% |
| 3 | Consumer Discretionary | 22.12% |
| 4 | Healthcare | 11.75% |
| 5 | Financials | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.61T
| $41.6M | 12.25% |
72,184
-644
|
|
||
2
Amazon
AMZN
$2.71T
| $37.1M | 10.92% |
194,155
+7,637
|
|
||
3
McKesson
MCK
$102B
| $32.9M | 9.68% |
48,903
+2,282
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.42T
| $32M | 9.43% |
207,282
+6,418
|
|
||
|
5
Apple
AAPL
$3.98T
| $28.3M | 8.32% |
127,744
+5,100
|
|
||
|
6
Microsoft
MSFT
$3.84T
| $27.7M | 8.17% |
73,750
+3,713
|
|
||
7
D.R. Horton
DHI
$42.7B
| $21.2M | 6.25% |
167,296
+7,941
|
|
||
8
American International
AIG
$43.7B
| $20.2M | 5.96% |
234,089
+7,714
|
|
||
9
NVIDIA
NVDA
$5.04T
| $17.8M | 5.25% |
164,265
+14,872
|
|
||
10
Micron Technology
MU
$263B
| $12.4M | 3.66% |
142,332
+5,995
|
|
||
11
TSMC
TSM
$1.58T
| $12M | 3.54% |
72,513
|
|
||
12
Lennar Class A
LEN
$30.8B
| $11.4M | 3.34% |
99,087
+801
|
|
||
13
iShares National Muni Bond ETF
MUB
$40.2B
| $9.13M | 2.69% |
86,550
|
|
||
14
Chubb
CB
$110B
| $7.86M | 2.32% |
26,164
+1,379
|
|
||
15
Netflix
NFLX
$466B
| $7.22M | 2.13% |
7,737
+425
|
|
||
16
Cigna
CI
$69.1B
| $7.05M | 2.08% |
21,508
+1,130
|
|
||
17
Alibaba
BABA
$400B
| $5.47M | 1.61% |
41,361
+2,664
|
|
||
18
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $4.55M | 1.34% |
43,078
|
|
||
19
Visa
V
$651B
| $1.61M | 0.47% |
4,600
|
|
||
20
Workday
WDAY
$63.5B
| $981K | 0.29% |
4,200
|
|
||
21
Mastercard
MA
$489B
| $619K | 0.18% |
1,130
|
|
||
|
MRP
22
Millrose Properties Inc
MRP
$5.24B
| $409K | 0.12% |
+15,409
|
|