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 | |
|---|---|---|---|---|---|---|
1926
Cullinan Oncology
CGEM
$382M
| $203K | ﹤0.01% |
+21,875
| New | +$203K |
|
1927
Equity Bancshares
EQBK
$809M
| $202K | ﹤0.01% |
+8,817
| New | +$202K |
|
1928
NovaGold Resources
NG
$2.69B
| $202K | ﹤0.01% |
52,845
+6,128
| +13% | +$23.4K |
|
1929
Adaptive Biotechnologies
ADPT
$1.89B
| $201K | ﹤0.01% |
37,039
+11,817
| +47% | +$64.2K |
|
1930
Vanguard Total Bond Market
BND
$135B
| $201K | ﹤0.01% |
+2,875
| New | +$201K |
|
1931
Omnicell
OMCL
$1.46B
| $200K | ﹤0.01% |
+4,445
| New | +$200K |
|
1932
MRC Global
MRC
$1.24B
| $198K | ﹤0.01% |
19,306
+745
| +4% | +$7.64K |
|
1933
Fomento Económico Mexicano
FMX
$30.1B
| $197K | ﹤0.01% |
1,805
-5
| -0.3% | -$546 |
|
1934
Oil States International
OIS
$341M
| $192K | ﹤0.01% |
22,913
-1,868
| -8% | -$15.7K |
|
1935
Upland Software
UPLD
$67.9M
| $192K | ﹤0.01% |
41,368
+2,638
| +7% | +$12.2K |
|
|
CMLS
1936
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $191K | ﹤0.01% |
37,413
| – | – |
|
1937
Financial Institutions
FISI
$548M
| $188K | ﹤0.01% |
11,198
+20
| +0.2% | +$335 |
|
1938
Western New England Bancorp
WNEB
$248M
| $187K | ﹤0.01% |
28,836
+1,838
| +7% | +$11.9K |
|
1939
Kymera Therapeutics
KYMR
$3.11B
| $185K | ﹤0.01% |
+13,244
| New | +$185K |
|
1940
PMV Pharmaceuticals
PMVP
$67.3M
| $184K | ﹤0.01% |
30,679
-8,377
| -21% | -$50.3K |
|
1941
Expensify
EXFY
$174M
| $184K | ﹤0.01% |
55,876
+21,700
| +63% | +$71.4K |
|
1942
QuantumScape
QS
$4.73B
| $184K | ﹤0.01% |
+27,691
| New | +$184K |
|
1943
Vital Farms
VITL
$2.1B
| $184K | ﹤0.01% |
15,905
+2,094
| +15% | +$24.2K |
|
1944
Bassett Furniture
BSET
$144M
| $183K | ﹤0.01% |
13,304
| – | – |
|
1945
Ardmore Shipping
ASC
$502M
| $183K | ﹤0.01% |
+14,187
| New | +$183K |
|
|
NREF
1946
NexPoint Real Estate Finance
NREF
$268M
| $182K | ﹤0.01% |
+11,120
| New | +$182K |
|
1947
Domo
DOMO
$643M
| $181K | ﹤0.01% |
+18,274
| New | +$181K |
|
|
BBBY
1948
Bed Bath & Beyond, Inc.
BBBY
$592M
| $178K | ﹤0.01% |
11,177
+3,855
| +53% | +$61.3K |
|
|
CLDT
1949
Chatham Lodging
CLDT
$349M
| $177K | ﹤0.01% |
18,578
-6,235
| -25% | -$59.5K |
|
|
CHS
1950
DELISTED
Chicos FAS, Inc.
CHS
| $177K | ﹤0.01% |
23,658
+8,206
| +53% | +$61.5K |
|