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MIC

Maxi Investments CY Portfolio holdings

AUM $494M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
+35.63%
1 Year Est. Return
+21.74%
3 Year Est. Return
+67.09%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$494M
AUM Growth
+$36.4M
Cap. Flow
-$21.4M
Cap. Flow %
-4.33%
Top 10 Hldgs %
54.29%
Holding
125
New
42
Increased
19
Reduced
9
Closed
53

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$51.6M
2
MSFT icon
Microsoft
MSFT
+$15.6M
3
AVGO icon
Broadcom
AVGO
+$9.16M
4
NOW icon
ServiceNow
NOW
+$7.77M
5
AAPL icon
Apple
AAPL
+$7.32M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$74.2M
2
META icon
Meta Platforms (Facebook)
META
+$17.3M
3
ORCL icon
Oracle
ORCL
+$17.3M
4
AMZN icon
Amazon
AMZN
+$15.8M
5
TSM icon
TSMC
TSM
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 41.17%
2 Communication Services 19%
3 Miscellaneous 16.13%
4 Consumer Discretionary 15.13%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$489B
$70M 14.17%
95,053
+75,053
+375% +$51.6M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.04T
$33.5M 6.79%
93,798
+14,150
+18% +$5.09M
MSFT icon
3
Microsoft
MSFT
$3.65T
$31.5M 6.38%
84,520
+38,540
+84% +$15.6M
AMZN icon
4
Amazon
AMZN
$2.72T
$30.9M 6.25%
129,622
-62,884
-33% -$15.8M
META icon
5
Meta Platforms (Facebook)
META
$1.67T
$25.7M 5.2%
45,579
-28,371
-38% -$17.3M
AVGO icon
6
Broadcom
AVGO
$1.73T
$18.3M 3.7%
48,454
+22,854
+89% +$9.16M
APP icon
7
Applovin
APP
$102B
$16.2M 3.27%
31,384
+3,884
+14% +$1.87M
NVDA icon
8
NVIDIA
NVDA
$5.4T
$14.8M 3%
73,990
-64,800
-47% -$13.3M
AAPL icon
9
Apple
AAPL
$4.6T
$14M 2.84%
48,500
+25,600
+112% +$7.32M
MU icon
10
Micron Technology
MU
$1.16T
$13.3M 2.69%
11,500
+9,000
+360% +$6.75M
TSM icon
11
TSMC
TSM
$2.26T
$11.4M 2.31%
23,937
-34,113
-59% -$13.8M
AMAT icon
12
Applied Materials
AMAT
$372B
$11.4M 2.3%
+15,700
New +$7.24M
BABA icon
13
Alibaba
BABA
$272B
$10.4M 2.1%
107,900
-36,625
-25% -$4.59M
NBIS
14
Nebius Group N.V.
NBIS
$65.3B
$8.76M 1.77%
+31,700
New +$6.28M
STM icon
15
STMicroelectronics
STM
$46B
$7.98M 1.62%
+106,600
New +$6.41M
HSAI
16
Hesai Group
HSAI
$2.88B
$7.85M 1.59%
430,974
+185,474
+76% +$3.79M
NOW icon
17
ServiceNow
NOW
$136B
$7.79M 1.58%
+78,500
New +$7.77M
AMD icon
18
Advanced Micro Devices
AMD
$851B
$7.55M 1.53%
+13,000
New +$5.33M
UPST icon
19
Upstart Holdings
UPST
$2.52B
$6.85M 1.39%
193,400
– –
HUBS icon
20
HubSpot
HUBS
$11.5B
$6.84M 1.39%
37,500
+30,400
+428% +$6.36M
ADI icon
21
Analog Devices
ADI
$177B
$6.45M 1.3%
+16,230
New +$6.42M
DASH icon
22
DoorDash
DASH
$85.5B
$6.13M 1.24%
+33,200
New +$5.49M
BKNG icon
23
Booking.com
BKNG
$130B
$5.7M 1.15%
32,000
+26,200
+452% +$4.47M
NFLX icon
24
Netflix
NFLX
$317B
$5.55M 1.12%
77,700
+24,560
+46% +$2.16M
GDS icon
25
GDS Holdings
GDS
$6.49B
$5.5M 1.11%
183,000
+50,000
+38% +$1.93M
1
2 3 4 5

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MCM
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CSPIA
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AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BMC
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Maxi Investments CY's Q2 2026 Portfolio in Review

As of Q2 2026, Maxi Investments CY held 125 positions worth $494M, up 8% from $458M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Maxi Investments CY withdrew a net $21.4M in Q2 2026, closing 53 positions and reducing 9 holdings. Its most notable exit was Oracle, an estimated $17.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 30% a quarter earlier, followed by Communication Services and Miscellaneous.

Against the trend, Maxi Investments CY opened a new position in ServiceNow worth $7.79M.

  • Maxi Investments CY's largest Q2 2026 buy was ServiceNow: 78,500 shares worth $7.79M.
  • Maxi Investments CY added most to Invesco QQQ Trust in Q2 2026, an estimated $51.6M increase.
  • Maxi Investments CY's biggest Q2 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $74.2M.
  • Maxi Investments CY fully exited Oracle in Q2 2026, selling an estimated $17.3M.
  • Maxi Investments CY's ten largest holdings make up 54% of its $494M portfolio in Q2 2026.
  • Maxi Investments CY opened 42 new positions and closed 53 in Q2 2026.
  • Maxi Investments CY's portfolio value rose 8% quarter-over-quarter to $494M.

Based on Maxi Investments CY's 13F filing for Q2 2026, filed 13 Aug 2026.