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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
CRM icon
26
Salesforce
CRM
$201B
$5.48M 1.11%
35,000
+2,290
+7% +$403K
MELI icon
27
Mercado Libre
MELI
$95.1B
$5.02M 1.02%
2,960
+2,106
+247% +$3.6M
IWM icon
28
iShares Russell 2000 ETF
IWM
$79B
$4.98M 1.01%
+16,570
New +$4.66M
SGOV icon
29
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$4.74M 0.96%
47,033
-737,767
-94% -$74.2M
SYK icon
30
Stryker
SYK
$106B
$3.97M 0.8%
+12,600
New +$3.97M
CAI
31
Caris Life Sciences
CAI
$6.79B
$3.75M 0.76%
+210,670
New +$3.77M
POOL icon
32
Pool Corp
POOL
$6.47B
$3.74M 0.76%
+17,400
New +$3.47M
VSH icon
33
Vishay Intertechnology
VSH
$4.86B
$3.58M 0.72%
+66,550
New +$2.72M
CRH icon
34
CRH
CRH
$59.4B
$3.41M 0.69%
+31,900
New +$3.51M
PANW icon
35
Palo Alto Networks
PANW
$273B
$3.41M 0.69%
10,000
+5,000
+100% +$1.14M
DUOL icon
36
Duolingo
DUOL
$6.51B
$3.38M 0.68%
+29,400
New +$3.22M
TSLA icon
37
Tesla
TSLA
$1.45T
$3.38M 0.68%
8,040
+1,840
+30% +$732K
VST icon
38
Vistra
VST
$50.7B
$3.19M 0.65%
+20,100
New +$3.12M
KC
39
Kingsoft Cloud Holdings
KC
$3.06B
$3.1M 0.63%
342,500
+246,256
+256% +$3.4M
ARM icon
40
Arm
ARM
$282B
$2.94M 0.6%
+8,300
New +$2.21M
HON icon
41
Honeywell
HON
$65B
$2.66M 0.54%
+11,900
New +$2.65M
HONA
42
Honeywell Aerospace
HONA
$48B
$2.63M 0.53%
+11,900
New +$2.63M
YUM icon
43
Yum! Brands
YUM
$39.6B
$2.56M 0.52%
+16,000
New +$2.48M
COHR icon
44
Coherent
COHR
$59.4B
$2.52M 0.51%
+6,400
New +$2.26M
RDDT icon
45
Reddit
RDDT
$28.2B
$2.46M 0.5%
14,200
+10,200
+255% +$1.63M
TWST icon
46
Twist Bioscience
TWST
$8.26B
$2.45M 0.5%
23,800
+11,300
+90% +$735K
QCOM icon
47
Qualcomm
QCOM
$188B
$2.24M 0.45%
+12,102
New +$2.26M
AKAM icon
48
Akamai
AKAM
$15.9B
$2.13M 0.43%
+18,000
New +$2.24M
MRVL icon
49
Marvell Technology
MRVL
$211B
$2.12M 0.43%
7,100
-43,714
-86% -$8.77M
VICR icon
50
Vicor
VICR
$8.48B
$2.09M 0.42%
+5,500
New +$1.5M
1
2
3 4 5

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Mars Jewett Financial Group Bellevue, Washington $494M AUM
MCM
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CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
S
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CC
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DA
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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.