HSBC Holdings Portfolio holdings
HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Sonic Automotive
SAH
$2.73B
| $603K | ﹤0.01% |
12,494
-1,902
| -13% | -$91.8K |
|
|
ALEX
1477
Alexander & Baldwin
ALEX
$1.34B
| $602K | ﹤0.01% |
35,985
-21,881
| -38% | -$366K |
|
1478
Merit Medical Systems
MMSI
$5.07B
| $601K | ﹤0.01% |
8,717
-20,508
| -70% | -$1.41M |
|
1479
Landstar System
LSTR
$4.46B
| $601K | ﹤0.01% |
3,387
-2,413
| -42% | -$428K |
|
|
SVC
1480
Service Properties Trust
SVC
$476M
| $599K | ﹤0.01% |
77,867
-11,436
| -13% | -$87.9K |
|
1481
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.5M
| $598K | ﹤0.01% |
19,194
-595
| -3% | -$18.5K |
|
1482
Curtiss-Wright
CW
$19.2B
| $596K | ﹤0.01% |
3,030
-2,969
| -49% | -$584K |
|
1483
Scorpio Tankers
STNG
$2.99B
| $595K | ﹤0.01% |
+10,941
| New | +$595K |
|
1484
Tennant Co
TNC
$1.5B
| $595K | ﹤0.01% |
8,004
+1,951
| +32% | +$145K |
|
1485
NovoCure
NVCR
$1.36B
| $592K | ﹤0.01% |
36,215
+9,982
| +38% | +$163K |
|
|
VRE
1486
Veris Residential
VRE
$1.49B
| $591K | ﹤0.01% |
35,808
-5,241
| -13% | -$86.5K |
|
1487
ODP
ODP
$624M
| $590K | ﹤0.01% |
+12,754
| New | +$590K |
|
1488
Goodyear
GT
$2.43B
| $588K | ﹤0.01% |
47,390
+20,578
| +77% | +$255K |
|
1489
Cemex
CX
$13.6B
| $588K | ﹤0.01% |
90,522
-900
| -1% | -$5.84K |
|
1490
Dole
DOLE
$1.3B
| $588K | ﹤0.01% |
50,924
+15,088
| +42% | +$174K |
|
1491
ZIM Integrated Shipping Services
ZIM
$1.64B
| $586K | ﹤0.01% |
55,779
+43,277
| +346% | +$455K |
|
1492
ADT
ADT
$7.24B
| $584K | ﹤0.01% |
96,783
+61,969
| +178% | +$374K |
|
|
HEES
1493
DELISTED
H&E Equipment Services
HEES
| $583K | ﹤0.01% |
13,258
+7,951
| +150% | +$350K |
|
1494
Liberty Energy
LBRT
$1.73B
| $582K | ﹤0.01% |
31,280
-12,815
| -29% | -$238K |
|
1495
Ubiquiti
UI
$36.6B
| $578K | ﹤0.01% |
3,975
+628
| +19% | +$91.2K |
|
1496
Veritex Holdings
VBTX
$1.88B
| $576K | ﹤0.01% |
31,935
+5,822
| +22% | +$105K |
|
1497
Gentherm
THRM
$1.06B
| $576K | ﹤0.01% |
10,513
+5,443
| +107% | +$298K |
|
1498
Clearway Energy Class C
CWEN
$3.39B
| $571K | ﹤0.01% |
27,059
-8,998
| -25% | -$190K |
|
1499
Usana Health Sciences
USNA
$557M
| $570K | ﹤0.01% |
+9,732
| New | +$570K |
|
|
INN
1500
Summit Hotel Properties
INN
$623M
| $569K | ﹤0.01% |
98,354
-10,848
| -10% | -$62.8K |
|