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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
CorVel
CRVL
$4.39B
| $416K | ﹤0.01% |
4,043
-838
| -17% | -$86.1K |
|
1802
Fluor
FLR
$6.69B
| $415K | ﹤0.01% |
8,073
-5,385
| -40% | -$277K |
|
1803
Cactus
WHD
$2.84B
| $414K | ﹤0.01% |
+9,404
| New | +$414K |
|
1804
BancFirst
BANF
$4.46B
| $414K | ﹤0.01% |
3,329
+910
| +38% | +$113K |
|
1805
Rush Enterprises Class A
RUSHA
$4.42B
| $413K | ﹤0.01% |
8,017
-6,061
| -43% | -$312K |
|
1806
Cavco Industries
CVCO
$4.28B
| $412K | ﹤0.01% |
949
-2,481
| -72% | -$1.08M |
|
1807
O-I Glass
OI
$1.95B
| $412K | ﹤0.01% |
27,936
-68,571
| -71% | -$1.01M |
|
|
PINE
1808
Alpine Income Property Trust
PINE
$217M
| $412K | ﹤0.01% |
27,866
+8,278
| +42% | +$122K |
|
1809
US Physical Therapy
USPH
$1.23B
| $410K | ﹤0.01% |
+5,319
| New | +$410K |
|
1810
Teladoc Health
TDOC
$1.37B
| $410K | ﹤0.01% |
47,188
-137,064
| -74% | -$1.19M |
|
1811
Oak Valley Bancorp
OVLY
$242M
| $409K | ﹤0.01% |
15,037
+2,603
| +21% | +$70.9K |
|
1812
Reservoir Media
RSVR
$511M
| $409K | ﹤0.01% |
54,205
+20,116
| +59% | +$152K |
|
1813
Champion Homes, Inc.
SKY
$4.19B
| $408K | ﹤0.01% |
+6,493
| New | +$408K |
|
1814
Varex Imaging
VREX
$455M
| $408K | ﹤0.01% |
47,525
+7,825
| +20% | +$67.2K |
|
1815
Artisan Partners
APAM
$3.27B
| $408K | ﹤0.01% |
9,192
+1,594
| +21% | +$70.7K |
|
1816
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $406K | ﹤0.01% |
6,802
+2,060
| +43% | +$123K |
|
1817
Astec Industries
ASTE
$1.06B
| $406K | ﹤0.01% |
9,699
-4,202
| -30% | -$176K |
|
1818
Papa John's
PZZA
$1.63B
| $405K | ﹤0.01% |
+8,310
| New | +$405K |
|
1819
Golar LNG
GLNG
$4.27B
| $404K | ﹤0.01% |
9,721
-1,761
| -15% | -$73.2K |
|
1820
Anywhere Real Estate
HOUS
$699M
| $404K | ﹤0.01% |
108,485
+2,705
| +3% | +$10.1K |
|
1821
American Eagle Outfitters
AEO
$3.4B
| $401K | ﹤0.01% |
41,647
-22,095
| -35% | -$213K |
|
1822
Openlane
KAR
$3.12B
| $401K | ﹤0.01% |
16,504
-2,679
| -14% | -$65.1K |
|
1823
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55.1B
| $401K | ﹤0.01% |
4,833
+43
| +0.9% | +$3.57K |
|
1824
LSI Industries
LYTS
$677M
| $399K | ﹤0.01% |
23,422
-8,057
| -26% | -$137K |
|
1825
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
| $399K | ﹤0.01% |
+4,246
| New | +$399K |
|