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MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
+12.52%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$602M
AUM Growth
+$100M
Cap. Flow
+$590M
Cap. Flow %
97.88%
Top 10 Hldgs %
52.04%
Holding
158
New
46
Increased
16
Reduced
29
Closed
51

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$82.1M
2
BABA icon
Alibaba
BABA
+$34.6M
3
TSM icon
TSMC
TSM
+$24.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.5M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$20.7M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$40.5M
2
MSFT icon
Microsoft
MSFT
+$20M
3
NVDA icon
NVIDIA
NVDA
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.2M
5
LYFT icon
Lyft
LYFT
+$10.5M

Sector Composition

Rank Sector Weight
1 Technology 32.26%
2 Consumer Discretionary 20.14%
3 Communication Services 7.76%
4 Industrials 3.27%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LITE icon
51
Lumentum
LITE
$69.3B
$2.6M 0.43%
+27,360
New +$1.94M
EPAM icon
52
EPAM Systems
EPAM
$5.03B
$2.55M 0.42%
14,415
-350
-2% -$58.5K
BILL icon
53
BILL Holdings
BILL
$4.78B
$2.54M 0.42%
55,000
– –
KHC icon
54
Kraft Heinz
KHC
$30B
$2.54M 0.42%
+98,200
New +$2.73M
XLE icon
55
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$2.42M 0.4%
+57,000
New +$2.37M
PALL icon
56
abrdn Physical Palladium Shares ETF
PALL
$667M
$2.26M 0.38%
+112,500
New +$2.03M
ESTC icon
57
Elastic
ESTC
$7.81B
$2.26M 0.37%
26,775
+12,500
+88% +$1.06M
ZBH icon
58
Zimmer Biomet
ZBH
$18.4B
$2.16M 0.36%
+23,700
New +$2.29M
ADBE icon
59
Adobe
ADBE
$105B
$2.09M 0.35%
+5,400
New +$2.08M
ENPH icon
60
Enphase Energy
ENPH
$5.53B
$2.08M 0.35%
52,500
– –
LHX icon
61
L3Harris
LHX
$53.4B
$2.02M 0.33%
+8,040
New +$1.85M
TSCO icon
62
Tractor Supply
TSCO
$18B
$2M 0.33%
38,000
-7,000
-16% -$358K
RTX icon
63
RTX Corp
RTX
$301B
$1.99M 0.33%
+13,620
New +$1.81M
NOK icon
64
Nokia
NOK
$52.3B
$1.96M 0.32%
377,500
-147,982
-28% -$763K
CFLT
65
DELISTED
Confluent
CFLT
$1.93M 0.32%
77,266
-187,000
-71% -$4.21M
QCOM icon
66
Qualcomm
QCOM
$176B
$1.81M 0.3%
11,390
– –
OXY icon
67
Occidental Petroleum
OXY
$55.9B
$1.66M 0.28%
+39,450
New +$1.65M
FOUR icon
68
Shift4
FOUR
$3.26B
$1.64M 0.27%
+16,568
New +$1.44M
HAL icon
69
Halliburton
HAL
$26.6B
$1.6M 0.27%
+78,525
New +$1.65M
APA icon
70
APA Corp
APA
$13.2B
$1.6M 0.27%
+87,300
New +$1.51M
NVD icon
71
GraniteShares 2x Short NVDA Daily ETF
NVD
$43.5M
$1.59M 0.26%
+126,000
New +$2.86M
BA icon
72
Boeing
BA
$185B
$1.59M 0.26%
7,575
-5,000
-40% -$944K
XOM icon
73
ExxonMobil
XOM
$634B
$1.55M 0.26%
+14,400
New +$1.54M
MTCH icon
74
Match Group
MTCH
$8.55B
$1.54M 0.26%
+49,968
New +$1.49M
KWEB icon
75
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.37M 0.23%
40,000
– –
1 2
3
4 5

Similar funds

OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Maxi Investments CY's Q2 2025 Portfolio in Review

As of Q2 2025, Maxi Investments CY held 158 positions worth $602M, up 20% from $502M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Maxi Investments CY deployed $590M of net new capital in Q2 2025, opening 46 new positions and adding to 16 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 49% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $40.5M trimmed.

  • Maxi Investments CY's largest Q2 2025 buy was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $82.1M increase.
  • Maxi Investments CY's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $40.5M.
  • Maxi Investments CY fully exited NVIDIA in Q2 2025, selling an estimated $17.6M.
  • Maxi Investments CY's ten largest holdings make up 52% of its $602M portfolio in Q2 2025.
  • Maxi Investments CY opened 46 new positions and closed 51 in Q2 2025.
  • Maxi Investments CY's portfolio value rose 20% quarter-over-quarter to $602M.

Based on Maxi Investments CY's 13F filing for Q2 2025, filed 12 Aug 2025.