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 | |
|---|---|---|---|---|---|---|
1526
First Trust Natural Gas ETF
FCG
$329M
| $525K | ﹤0.01% |
20,200
| – | – |
|
1527
Graphic Packaging
GPK
$6.14B
| $525K | ﹤0.01% |
23,575
+2,880
| +14% | +$64.1K |
|
1528
Telephone and Data Systems
TDS
$4.51B
| $524K | ﹤0.01% |
28,528
-3,920
| -12% | -$72K |
|
|
X
1529
DELISTED
US Steel
X
| $522K | ﹤0.01% |
16,082
-83,855
| -84% | -$2.72M |
|
1530
TechnipFMC
FTI
$16.4B
| $522K | ﹤0.01% |
+25,534
| New | +$522K |
|
1531
CVR Energy
CVI
$3.13B
| $521K | ﹤0.01% |
15,330
+3,999
| +35% | +$136K |
|
1532
Topgolf Callaway Brands
MODG
$1.76B
| $521K | ﹤0.01% |
38,051
-32,989
| -46% | -$452K |
|
|
AHH
1533
Armada Hoffler Properties
AHH
$596M
| $519K | ﹤0.01% |
50,785
-22,805
| -31% | -$233K |
|
1534
Delek US
DK
$1.68B
| $518K | ﹤0.01% |
18,303
+5,891
| +47% | +$167K |
|
1535
WESCO International
WCC
$10.4B
| $512K | ﹤0.01% |
3,558
+764
| +27% | +$110K |
|
1536
Regenxbio
RGNX
$465M
| $511K | ﹤0.01% |
30,582
-6,889
| -18% | -$115K |
|
1537
Cable One
CABO
$968M
| $510K | ﹤0.01% |
+841
| New | +$510K |
|
1538
Genie Energy
GNE
$404M
| $510K | ﹤0.01% |
34,654
-21,686
| -38% | -$319K |
|
1539
Guardant Health
GH
$6.85B
| $508K | ﹤0.01% |
17,341
-23,309
| -57% | -$683K |
|
1540
Sterling Infrastructure
STRL
$9.54B
| $498K | ﹤0.01% |
6,773
-1,391
| -17% | -$102K |
|
1541
KB Home
KBH
$4.48B
| $493K | ﹤0.01% |
10,668
+5,633
| +112% | +$260K |
|
1542
Photronics
PLAB
$1.33B
| $493K | ﹤0.01% |
24,463
+7,438
| +44% | +$150K |
|
1543
Acuity Brands
AYI
$10.3B
| $490K | ﹤0.01% |
2,861
-83,185
| -97% | -$14.2M |
|
1544
Stem
STEM
$124M
| $490K | ﹤0.01% |
5,827
-29,709
| -84% | -$2.5M |
|
1545
Sonoco
SON
$4.71B
| $486K | ﹤0.01% |
8,936
+5,429
| +155% | +$295K |
|
|
NTST
1546
NETSTREIT Corp
NTST
$1.75B
| $484K | ﹤0.01% |
31,087
-1,551
| -5% | -$24.2K |
|
1547
HCI Group
HCI
$2.34B
| $482K | ﹤0.01% |
+8,976
| New | +$482K |
|
1548
Axcelis
ACLS
$2.69B
| $479K | ﹤0.01% |
+2,941
| New | +$479K |
|
1549
LivaNova
LIVN
$3.07B
| $478K | ﹤0.01% |
8,915
+4,036
| +83% | +$216K |
|
|
BBU
1550
Brookfield Business Partners
BBU
$2.4B
| $476K | ﹤0.01% |
+30,900
| New | +$476K |
|