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 | |
|---|---|---|---|---|---|---|
1876
Koppers
KOP
$543M
| $223K | ﹤0.01% |
+5,636
| New | +$223K |
|
1877
HBT Financial
HBT
$808M
| $221K | ﹤0.01% |
11,984
-3,583
| -23% | -$66K |
|
1878
Inogen
INGN
$225M
| $220K | ﹤0.01% |
+41,913
| New | +$220K |
|
1879
Absci
ABSI
$356M
| $220K | ﹤0.01% |
160,560
| – | – |
|
1880
Embraer
ERJ
$10.9B
| $219K | ﹤0.01% |
15,982
+1,850
| +13% | +$25.4K |
|
1881
Arm
ARM
$163B
| $219K | ﹤0.01% |
+4,100
| New | +$219K |
|
1882
Integer Holdings
ITGR
$3.59B
| $219K | ﹤0.01% |
2,788
+391
| +16% | +$30.7K |
|
|
STKL
1883
SunOpta
STKL
$735M
| $219K | ﹤0.01% |
64,707
+12,042
| +23% | +$40.7K |
|
1884
Ducommun
DCO
$1.36B
| $219K | ﹤0.01% |
5,037
-3,963
| -44% | -$172K |
|
1885
Univest Financial
UVSP
$894M
| $217K | ﹤0.01% |
12,514
-252
| -2% | -$4.38K |
|
1886
Tarsus Pharmaceuticals
TARS
$2.29B
| $217K | ﹤0.01% |
12,903
-2,860
| -18% | -$48.1K |
|
1887
Southside Bancshares
SBSI
$917M
| $217K | ﹤0.01% |
7,525
-3,349
| -31% | -$96.6K |
|
1888
iShares MSCI Mexico ETF
EWW
$1.86B
| $217K | ﹤0.01% |
3,718
-778
| -17% | -$45.3K |
|
1889
OGE Energy
OGE
$8.85B
| $215K | ﹤0.01% |
6,475
-15,666
| -71% | -$520K |
|
1890
Gambling.com
GAMB
$284M
| $215K | ﹤0.01% |
16,281
+523
| +3% | +$6.89K |
|
1891
Lindsay Corp
LNN
$1.5B
| $215K | ﹤0.01% |
+1,827
| New | +$215K |
|
1892
IAC Inc
IAC
$2.88B
| $214K | ﹤0.01% |
+5,155
| New | +$214K |
|
|
ZPTA
1893
DELISTED
Zapata Computing Holdings Inc. Common Stock
ZPTA
| $214K | ﹤0.01% |
+19,900
| New | +$214K |
|
1894
Xencor
XNCR
$596M
| $213K | ﹤0.01% |
+10,591
| New | +$213K |
|
1895
Velocity Financial
VEL
$717M
| $213K | ﹤0.01% |
18,889
-845
| -4% | -$9.51K |
|
1896
Nice
NICE
$8.77B
| $212K | ﹤0.01% |
+1,251
| New | +$212K |
|
|
CHUY
1897
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $212K | ﹤0.01% |
+5,923
| New | +$212K |
|
1898
Ziff Davis
ZD
$1.5B
| $212K | ﹤0.01% |
3,325
-1,120
| -25% | -$71.3K |
|
|
SMAR
1899
DELISTED
Smartsheet Inc.
SMAR
| $211K | ﹤0.01% |
5,166
-35,101
| -87% | -$1.44M |
|
1900
Cheesecake Factory
CAKE
$2.92B
| $211K | ﹤0.01% |
+6,923
| New | +$211K |
|