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 |
Alphabet (Google) Class A
GOOGL
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
OGE Energy
OGE
$8.88B
| $406K | ﹤0.01% |
8,831
+19
| +0.2% | +$873 |
|
1752
Protagonist Therapeutics
PTGX
$3.63B
| $405K | ﹤0.01% |
8,458
+330
| +4% | +$15.8K |
|
1753
Mobileye
MBLY
$11.2B
| $405K | ﹤0.01% |
+28,017
| New | +$405K |
|
1754
LendingClub
LC
$1.92B
| $405K | ﹤0.01% |
39,176
+16,367
| +72% | +$169K |
|
1755
BlackLine
BL
$3.37B
| $405K | ﹤0.01% |
8,410
+305
| +4% | +$14.7K |
|
1756
Winnebago Industries
WGO
$944M
| $404K | ﹤0.01% |
11,790
-95
| -0.8% | -$3.26K |
|
1757
Materials Select Sector SPDR Fund
XLB
$5.54B
| $404K | ﹤0.01% |
4,704
+10
| +0.2% | +$858 |
|
1758
Timberland Bancorp
TSBK
$283M
| $404K | ﹤0.01% |
13,200
+219
| +2% | +$6.7K |
|
1759
Usana Health Sciences
USNA
$549M
| $403K | ﹤0.01% |
14,750
+6,902
| +88% | +$188K |
|
1760
Coherent
COHR
$16.1B
| $402K | ﹤0.01% |
6,188
+439
| +8% | +$28.5K |
|
1761
Franklin Covey
FC
$243M
| $401K | ﹤0.01% |
14,711
-13,204
| -47% | -$360K |
|
1762
Oshkosh
OSK
$8.68B
| $401K | ﹤0.01% |
4,272
-51,569
| -92% | -$4.84M |
|
|
LSEA
1763
DELISTED
Landsea Homes
LSEA
| $399K | ﹤0.01% |
62,886
+5,270
| +9% | +$33.5K |
|
1764
iShares US & Intl High Yield Corp Bond ETF
GHYG
$182M
| $398K | ﹤0.01% |
8,923
-1,698
| -16% | -$75.7K |
|
1765
Pinnacle Financial Partners
PNFP
$7.26B
| $397K | ﹤0.01% |
3,748
-5,664
| -60% | -$600K |
|
1766
Semtech
SMTC
$5.39B
| $397K | ﹤0.01% |
11,630
+1,062
| +10% | +$36.2K |
|
1767
Hecla Mining
HL
$7.68B
| $397K | ﹤0.01% |
71,662
-8,442
| -11% | -$46.7K |
|
1768
Trinity Industries
TRN
$2.26B
| $395K | ﹤0.01% |
14,135
-36,013
| -72% | -$1.01M |
|
1769
Radiant Logistics
RLGT
$298M
| $394K | ﹤0.01% |
63,905
-6,023
| -9% | -$37.2K |
|
1770
REX American Resources
REX
$503M
| $394K | ﹤0.01% |
10,519
-2,835
| -21% | -$106K |
|
1771
Horizon Bancorp
HBNC
$827M
| $393K | ﹤0.01% |
25,882
+7,019
| +37% | +$107K |
|
1772
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
| $392K | ﹤0.01% |
4,790
+673
| +16% | +$55K |
|
1773
fuboTV
FUBO
$1.46B
| $391K | ﹤0.01% |
134,881
-7,350
| -5% | -$21.3K |
|
1774
Castle Biosciences
CSTL
$632M
| $391K | ﹤0.01% |
19,627
-46
| -0.2% | -$915 |
|
1775
Regenxbio
RGNX
$465M
| $390K | ﹤0.01% |
55,815
-29,002
| -34% | -$203K |
|