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 | |
|---|---|---|---|---|---|---|
1901
Otter Tail
OTTR
$3.48B
| $210K | ﹤0.01% |
+2,776
| New | +$210K |
|
1902
Envista
NVST
$3.54B
| $210K | ﹤0.01% |
7,532
-17,323
| -70% | -$483K |
|
1903
Innospec
IOSP
$2.08B
| $210K | ﹤0.01% |
2,046
-4,525
| -69% | -$464K |
|
1904
Anika Therapeutics
ANIK
$122M
| $209K | ﹤0.01% |
+11,292
| New | +$209K |
|
1905
Colony Bankcorp
CBAN
$298M
| $208K | ﹤0.01% |
20,660
+3,903
| +23% | +$39.4K |
|
1906
Interface
TILE
$1.63B
| $208K | ﹤0.01% |
21,188
-5,952
| -22% | -$58.5K |
|
|
AE
1907
DELISTED
Adams Resources & Energy Inc.
AE
| $208K | ﹤0.01% |
6,194
| – | – |
|
1908
Powell Industries
POWL
$3.48B
| $208K | ﹤0.01% |
+2,512
| New | +$208K |
|
1909
Matador Resources
MTDR
$6.08B
| $207K | ﹤0.01% |
+3,470
| New | +$207K |
|
1910
Hertz
HTZ
$1.86B
| $207K | ﹤0.01% |
16,895
+1,345
| +9% | +$16.5K |
|
1911
HNI Corp
HNI
$2.08B
| $207K | ﹤0.01% |
+5,991
| New | +$207K |
|
1912
First Bancorp
FBP
$3.51B
| $207K | ﹤0.01% |
15,173
-118,193
| -89% | -$1.61M |
|
1913
iShares MSCI Global Metals & Mining Producers ETF
PICK
$837M
| $207K | ﹤0.01% |
5,200
| – | – |
|
1914
Selective Insurance
SIGI
$4.76B
| $206K | ﹤0.01% |
2,000
-4,204
| -68% | -$434K |
|
1915
FB Financial Corp
FBK
$2.87B
| $206K | ﹤0.01% |
+7,209
| New | +$206K |
|
1916
Hagerty
HGTY
$1.25B
| $206K | ﹤0.01% |
+25,038
| New | +$206K |
|
1917
Alignment Healthcare
ALHC
$3.02B
| $206K | ﹤0.01% |
+29,458
| New | +$206K |
|
1918
DigitalOcean
DOCN
$3.12B
| $205K | ﹤0.01% |
8,514
+14
| +0.2% | +$338 |
|
1919
iShares MSCI Belgium ETF
EWK
$36.8M
| $205K | ﹤0.01% |
11,848
-145
| -1% | -$2.51K |
|
1920
Ameris Bancorp
ABCB
$5.1B
| $205K | ﹤0.01% |
5,343
-1,486
| -22% | -$57K |
|
|
PRSU
1921
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.03B
| $205K | ﹤0.01% |
+7,708
| New | +$205K |
|
1922
Avient
AVNT
$3.41B
| $204K | ﹤0.01% |
+5,782
| New | +$204K |
|
1923
Avista
AVA
$2.94B
| $203K | ﹤0.01% |
6,306
-22,678
| -78% | -$732K |
|
1924
Malibu Boats
MBUU
$624M
| $203K | ﹤0.01% |
+4,140
| New | +$203K |
|
1925
Utz Brands
UTZ
$1.13B
| $203K | ﹤0.01% |
15,184
+3,101
| +26% | +$41.4K |
|