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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Walker & Dunlop
WD
$2.93B
| $509K | ﹤0.01% |
6,019
+3,415
| +131% | +$289K |
|
|
APCA
1752
DELISTED
AP Acquisition Corp
APCA
| $508K | ﹤0.01% |
+49,999
| New | +$508K |
|
1753
Tower Semiconductor
TSEM
$7.57B
| $507K | ﹤0.01% |
11,604
-1,247
| -10% | -$54.5K |
|
1754
Toast
TOST
$23.8B
| $506K | ﹤0.01% |
+29,427
| New | +$506K |
|
|
MCBC
1755
DELISTED
Macatawa Bank Corp
MCBC
| $504K | ﹤0.01% |
53,920
-5,993
| -10% | -$56K |
|
|
CHCT
1756
Community Healthcare Trust
CHCT
$440M
| $503K | ﹤0.01% |
15,393
+4,122
| +37% | +$135K |
|
|
EDR
1757
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $503K | ﹤0.01% |
24,830
+3,303
| +15% | +$66.9K |
|
1758
Darling Ingredients
DAR
$4.95B
| $499K | ﹤0.01% |
7,513
-16,649
| -69% | -$1.11M |
|
1759
Glaukos
GKOS
$5.02B
| $499K | ﹤0.01% |
9,059
-3,457
| -28% | -$190K |
|
1760
Veeco
VECO
$1.52B
| $499K | ﹤0.01% |
26,899
+13,380
| +99% | +$248K |
|
1761
C3.ai
AI
$2.26B
| $498K | ﹤0.01% |
39,178
-13,977
| -26% | -$178K |
|
|
NTST
1762
NETSTREIT Corp
NTST
$1.75B
| $498K | ﹤0.01% |
+27,993
| New | +$498K |
|
1763
Telefônica Brasil
VIV
$19.6B
| $498K | ﹤0.01% |
66,171
-660
| -1% | -$4.97K |
|
1764
Ethan Allen Interiors
ETD
$745M
| $495K | ﹤0.01% |
23,255
+10,377
| +81% | +$221K |
|
|
NVEI
1765
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $495K | ﹤0.01% |
18,047
-132
| -0.7% | -$3.62K |
|
|
HLAH
1766
DELISTED
Hamilton Lane Alliance Holdings I, Inc. Class A Common Stock
HLAH
| $494K | ﹤0.01% |
+50,000
| New | +$494K |
|
1767
BP
BP
$88.8B
| $493K | ﹤0.01% |
17,197
-47,724
| -74% | -$1.37M |
|
1768
Prestige Consumer Healthcare
PBH
$3.2B
| $493K | ﹤0.01% |
9,784
+2,257
| +30% | +$114K |
|
1769
First Bancorp
FBP
$3.52B
| $492K | ﹤0.01% |
35,740
-95,043
| -73% | -$1.31M |
|
1770
Texas Pacific Land
TPL
$21.6B
| $488K | ﹤0.01% |
825
-981
| -54% | -$580K |
|
1771
Golden Entertainment
GDEN
$634M
| $486K | ﹤0.01% |
13,644
+474
| +4% | +$16.9K |
|
|
BSJO
1772
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| – | – |
0
| – | -$490K |
|
1773
8x8 Inc
EGHT
$285M
| $485K | ﹤0.01% |
137,458
+3,407
| +3% | +$12K |
|
1774
PagerDuty
PD
$1.55B
| $485K | ﹤0.01% |
+20,659
| New | +$485K |
|
1775
First Business Financial Services
FBIZ
$431M
| $484K | ﹤0.01% |
14,764
+1,548
| +12% | +$50.7K |
|