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 | |
|---|---|---|---|---|---|---|
1801
SSR Mining
SSRM
$4.62B
| $259K | ﹤0.01% |
+19,499
| New | +$259K |
|
1802
8x8 Inc
EGHT
$303M
| $258K | ﹤0.01% |
100,775
-5,923
| -6% | -$15.2K |
|
1803
Stewart Information Services
STC
$2.1B
| $258K | ﹤0.01% |
5,839
-10,530
| -64% | -$465K |
|
1804
Regional Management Corp
RM
$421M
| $258K | ﹤0.01% |
9,121
+2,317
| +34% | +$65.5K |
|
1805
AeroVironment
AVAV
$12.1B
| $258K | ﹤0.01% |
2,310
| – | – |
|
1806
Timberland Bancorp
TSBK
$285M
| $257K | ﹤0.01% |
9,448
+5
| +0.1% | +$136 |
|
|
ITCI
1807
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $256K | ﹤0.01% |
4,918
+1,259
| +34% | +$65.6K |
|
1808
ICF International
ICFI
$1.82B
| $256K | ﹤0.01% |
+2,116
| New | +$256K |
|
1809
The RMR Group
RMR
$289M
| $253K | ﹤0.01% |
+10,327
| New | +$253K |
|
1810
Vanguard Small-Cap Value ETF
VBR
$32B
| $252K | ﹤0.01% |
1,582
| – | – |
|
1811
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| $252K | ﹤0.01% |
1,295
| – | – |
|
1812
VanEck Agribusiness ETF
MOO
$630M
| $252K | ﹤0.01% |
3,200
| – | – |
|
1813
NI Holdings
NODK
$281M
| $252K | ﹤0.01% |
19,549
+7
| +0% | +$90 |
|
1814
Community Health Systems
CYH
$420M
| $252K | ﹤0.01% |
86,774
+4,246
| +5% | +$12.3K |
|
1815
iRadimed
IRMD
$945M
| $251K | ﹤0.01% |
+5,680
| New | +$251K |
|
1816
Littelfuse
LFUS
$6.72B
| $251K | ﹤0.01% |
1,016
+107
| +12% | +$26.5K |
|
1817
Clean Harbors
CLH
$12.8B
| $250K | ﹤0.01% |
1,497
-3,004
| -67% | -$502K |
|
1818
Thor Industries
THO
$5.83B
| $250K | ﹤0.01% |
2,631
-29,402
| -92% | -$2.8M |
|
1819
Emergent Biosolutions
EBS
$439M
| $250K | ﹤0.01% |
75,133
+56,129
| +295% | +$187K |
|
1820
Winmark
WINA
$1.82B
| $250K | ﹤0.01% |
662
-238
| -26% | -$89.9K |
|
1821
Jazz Pharmaceuticals
JAZZ
$7.79B
| $249K | ﹤0.01% |
+1,923
| New | +$249K |
|
1822
Orrstown Financial Services
ORRF
$690M
| $248K | ﹤0.01% |
11,653
+10
| +0.1% | +$212 |
|
1823
Cogent Communications
CCOI
$1.77B
| $247K | ﹤0.01% |
3,958
-280
| -7% | -$17.5K |
|
1824
Horace Mann Educators
HMN
$1.94B
| $247K | ﹤0.01% |
8,411
-126,248
| -94% | -$3.71M |
|
1825
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $247K | ﹤0.01% |
1,153
| – | – |
|