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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
-2.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$85.7M
Cap. Flow %
15.59%
Top 10 Hldgs %
41.97%
Holding
152
New
61
Increased
27
Reduced
15
Closed
37

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$38M
2
MSFT icon
Microsoft
MSFT
+$34M
3
AMZN icon
Amazon
AMZN
+$22.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.5M
5
HSAI
Hesai Group
HSAI
+$11.2M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$127M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.1M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.74M
4
UNH icon
UnitedHealth
UNH
+$8.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.46M

Sector Composition

Rank Sector Weight
1 Technology 41.69%
2 Consumer Discretionary 16.21%
3 Communication Services 15.45%
4 Financials 4.73%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TAP icon
51
Molson Coors Class B
TAP
$8.09B
$2.55M 0.46%
+54,700
New +$2.52M
DT icon
52
Dynatrace
DT
$14.2B
$2.41M 0.44%
55,600
– –
TSN icon
53
Tyson Foods
TSN
$20.4B
$2.4M 0.44%
+41,000
New +$2.25M
RUN icon
54
Sunrun
RUN
$2.46B
$2.39M 0.43%
130,000
+54,800
+73% +$1.05M
TMO icon
55
Thermo Fisher Scientific
TMO
$220B
$2.38M 0.43%
4,100
+3,100
+310% +$1.75M
DLO icon
56
dLocal
DLO
$4.24B
$2.36M 0.43%
167,000
+80,000
+92% +$1.13M
PEP icon
57
PepsiCo
PEP
$190B
$2.35M 0.43%
+16,400
New +$2.41M
ROK icon
58
Rockwell Automation
ROK
$49B
$2.33M 0.42%
+6,002
New +$2.26M
STM icon
59
STMicroelectronics
STM
$50B
$2.33M 0.42%
+90,000
New +$2.31M
NXT icon
60
Nextpower Inc
NXT
$15.7B
$2.31M 0.42%
+26,500
New +$2.4M
LSCC icon
61
Lattice Semiconductor
LSCC
$18.5B
$2.27M 0.41%
+30,800
New +$2.19M
JACK icon
62
Jack in the Box
JACK
$335M
$2.26M 0.41%
+119,400
New +$2.16M
GLOB icon
63
Globant
GLOB
$1.61B
$2.25M 0.41%
+34,500
New +$2.17M
LITE icon
64
Lumentum
LITE
$69.3B
$2.21M 0.4%
+6,000
New +$1.54M
FISV
65
Fiserv Inc
FISV
$27.9B
$2.1M 0.38%
31,288
+4,800
+18% +$402K
FCX icon
66
Freeport-McMoran
FCX
$97.5B
$1.98M 0.36%
39,000
+6,200
+19% +$269K
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.33T
$1.98M 0.36%
6,325
-18,900
-75% -$5.4M
ROKU icon
68
Roku
ROKU
$22.7B
$1.95M 0.36%
+18,000
New +$1.83M
ACHR icon
69
Archer Aviation
ACHR
$4.26B
$1.82M 0.33%
+242,000
New +$2.28M
GXO icon
70
GXO Logistics
GXO
$5.55B
$1.75M 0.32%
+33,200
New +$1.74M
ENPH icon
71
Enphase Energy
ENPH
$5.53B
$1.68M 0.31%
52,500
– –
PDD icon
72
Pinduoduo
PDD
$131B
$1.62M 0.29%
+14,308
New +$1.78M
BF.A icon
73
Brown-Forman Class A
BF.A
$13.3B
$1.6M 0.29%
+60,796
New +$1.7M
VRT icon
74
Vertiv
VRT
$105B
$1.59M 0.29%
+9,800
New +$1.7M
AMD icon
75
Advanced Micro Devices
AMD
$789B
$1.58M 0.29%
7,400
-424
-5% -$95.2K
1 2
3
4 5

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UAM
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AA
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FC
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BRF
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EIA
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PIN
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PC
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Maxi Investments CY's Q4 2025 Portfolio in Review

As of Q4 2025, Maxi Investments CY held 152 positions worth $550M, up 14% from $481M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $85.7M of net new capital in Q4 2025, opening 61 new positions and adding to 27 existing holdings. Its largest new stake was iShares Semiconductor ETF: 52,400 shares worth $15.8M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 28% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $127M trimmed.

  • Maxi Investments CY's largest Q4 2025 buy was iShares Semiconductor ETF: 52,400 shares worth $15.8M.
  • Maxi Investments CY added most to Meta Platforms (Facebook) in Q4 2025, an estimated $38M increase.
  • Maxi Investments CY's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $127M.
  • Maxi Investments CY fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $15.1M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $550M portfolio in Q4 2025.
  • Maxi Investments CY opened 61 new positions and closed 37 in Q4 2025.
  • Maxi Investments CY's portfolio value rose 14% quarter-over-quarter to $550M.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.