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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
WDC icon
51
Western Digital
WDC
$174B
$2.04M 0.41%
+3,200
New +$1.56M
GEV icon
52
GE Vernova
GEV
$253B
$2M 0.4%
+1,700
New +$1.74M
REGN icon
53
Regeneron Pharmaceuticals
REGN
$83.2B
$1.87M 0.38%
+3,000
New +$2.04M
VRT icon
54
Vertiv
VRT
$101B
$1.81M 0.37%
+5,400
New +$1.71M
TSEM icon
55
Tower Semiconductor
TSEM
$24.5B
$1.77M 0.36%
+6,800
New +$1.63M
INTC icon
56
Intel
INTC
$562B
$1.75M 0.35%
+12,500
New +$1.26M
PWR icon
57
Quanta Services
PWR
$94.3B
$1.66M 0.34%
+2,300
New +$1.57M
MOD icon
58
Modine Manufacturing
MOD
$9.88B
$1.57M 0.32%
5,900
-4,300
-42% -$1.13M
LITE icon
59
Lumentum
LITE
$88.7B
$1.54M 0.31%
+1,800
New +$1.61M
VECO icon
60
Veeco
VECO
$2.74B
$1.52M 0.31%
+20,000
New +$1.14M
SMTC icon
61
Semtech
SMTC
$15.3B
$1.47M 0.3%
9,100
-19,900
-69% -$2.6M
TCOM icon
62
Trip.com Group
TCOM
$24.7B
$1.3M 0.26%
32,600
– –
RBLX icon
63
Roblox
RBLX
$31.8B
$1.21M 0.24%
+22,200
New +$1.1M
ON icon
64
ON Semiconductor
ON
$27.6B
$1.19M 0.24%
+12,600
New +$1.29M
INIO
65
INNIO N.V.
INIO
$15.6B
$1.07M 0.22%
+27,000
New +$961K
SMCI icon
66
Super Micro Computer
SMCI
$25.6B
$911K 0.18%
+31,050
New +$989K
MKSI icon
67
MKS Inc
MKSI
$18.1B
$870K 0.18%
+1,957
New +$612K
TXG icon
68
10x Genomics
TXG
$8.77B
$633K 0.13%
+16,500
New +$432K
AEIS icon
69
Advanced Energy
AEIS
$11.4B
$584K 0.12%
+1,566
New +$548K
DIOD icon
70
Diodes
DIOD
$4.15B
$511K 0.1%
+4,666
New +$473K
EVC icon
71
Entravision Communication
EVC
$772M
$436K 0.09%
+33,472
New +$237K
FVRR icon
72
Fiverr
FVRR
$321M
$111K 0.02%
+10,742
New +$114K
ADBE icon
73
Adobe
ADBE
$101B
– –
-7,400
Closed -$1.8M
ALK icon
74
Alaska Air
ALK
$4.5B
– –
-40,000
Closed -$1.47M
AMSC icon
75
American Superconductor
AMSC
$1.42B
– –
-75,754
Closed -$2.56M
1 2
3
4 5

Similar funds

MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
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
Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
DA
Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return

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.