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LF
Longbow Finance Portfolio holdings
AUM
$552M
1-Year Est. Return
40.08%
This Fund
S&P 500
1 Year Est. Return
+40.08%
AUM
$552M
AUM Growth
-$38.4M
(-6.5%)
Holding
68
Top Buys
| 1 | +$8.82M | |
| 2 | +$8.75M | |
| 3 | +$7.19M | |
| 4 |
TJX Companies
TJX
|
+$6.21M |
| 5 |
Valero Energy
VLO
|
+$5.93M |
Top Sells
| 1 | +$12.8M | |
| 2 | +$9.88M | |
| 3 | +$6.65M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.51M |
| 5 |
American Express
AXP
|
+$6.11M |
Sector Composition
| 1 | Technology | 33.7% |
| 2 | Consumer Discretionary | 11.94% |
| 3 | Financials | 10.52% |
| 4 | Industrials | 9.71% |
| 5 | Healthcare | 8.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Micron Technology
MU
$1.11T
| $3.87M | 0.7% |
+11,469
|
|
||
52
Costco
COST
$435B
| $3.71M | 0.67% |
+3,723
|
|
||
53
Royal Caribbean
RCL
$78.5B
| $3.64M | 0.66% |
13,234
-2,406
|
|
||
54
Lumentum
LITE
$71.8B
| $2.46M | 0.45% |
+3,503
|
|
||
55
MiNK Therapeutics
INKT
$59.6M
| $176K | 0.03% |
16,667
|
|
||
56
Palantir
PLTR
$307B
| – | – |
-29,263
|
|
||
57
Plug Power
PLUG
$3.84B
| – | – |
-20,841
|
|
||
58
United Rentals
URI
$67.3B
| – | – |
-5,310
|
|
||
59
Wells Fargo
WFC
$256B
| – | – |
-106,048
|
|
||
|
LBRX
60
LB Pharmaceuticals
LBRX
$824M
| – | – |
-82,336
|
|
||
61
Advanced Micro Devices
AMD
$836B
| – | – |
-20,071
|
|
||
|
62
American Express
AXP
$222B
| – | – |
-16,524
|
|
||
63
Bank of America
BAC
$397B
| – | – |
-109,475
|
|
||
64
Berkshire Hathaway Class B
BRK.B
$1.05T
| – | – |
-25,563
|
|
||
65
Boston Scientific
BSX
$69.9B
| – | – |
-47,266
|
|
||
66
Mastercard
MA
$433B
| – | – |
-11,650
|
|
||
67
Netflix
NFLX
$339B
| – | – |
-38,773
|
|
||
68
Oracle
ORCL
$528B
| – | – |
-19,098
|
|