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Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
-8.54%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$92.3M
Cap. Flow
-$33M
Cap. Flow %
-7.21%
Top 10 Hldgs %
63.82%
Holding
153
New
38
Increased
15
Reduced
20
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$52.3M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M
3
NVDA icon
NVIDIA
NVDA
+$18.5M
4
TSM icon
TSMC
TSM
+$16.5M
5
APP icon
Applovin
APP
+$12.6M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$19.5M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15M
4
LI icon
Li Auto
LI
+$10.7M
5
UBER icon
Uber
UBER
+$8.93M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Communication Services 21.85%
3 Consumer Discretionary 17.1%
4 Financials 2.97%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDDT icon
76
Reddit
RDDT
$32.5B
$539K 0.12%
+4,000
New +$681K
QURE icon
77
uniQure
QURE
$2.68B
$538K 0.12%
+32,900
New +$666K
PSIX
78
Power Solutions International
PSIX
$691M
$527K 0.12%
+8,654
New +$617K
INTU icon
79
Intuit
INTU
$81.1B
$476K 0.1%
+1,100
New +$525K
LEU icon
80
Centrus Energy
LEU
$3.22B
$434K 0.09%
+2,500
New +$603K
BILL icon
81
BILL Holdings
BILL
$4.33B
$345K 0.08%
9,000
-46,000
-84% -$2.06M
ENPH icon
82
Enphase Energy
ENPH
$4.84B
$265K 0.06%
7,000
-45,500
-87% -$1.89M
RKT icon
83
Rocket Companies
RKT
$36.9B
$143K 0.03%
+10,000
New +$182K
ACHR icon
84
Archer Aviation
ACHR
$3.64B
– –
-242,000
Closed -$1.82M
ACN icon
85
Accenture
ACN
$89.9B
– –
-17,300
Closed -$4.64M
AGX icon
86
Argan
AGX
$7.98B
– –
-4,800
Closed -$1.5M
AMD icon
87
Advanced Micro Devices
AMD
$851B
– –
-7,400
Closed -$1.58M
ANF icon
88
Abercrombie & Fitch
ANF
$4.17B
– –
-23,700
Closed -$2.98M
CVSA
89
Covista Inc
CVSA
$3.94B
– –
-10,000
Closed -$1.03M
CBRL icon
90
Cracker Barrel
CBRL
$1.2B
– –
-46,000
Closed -$1.17M
CCJ icon
91
Cameco
CCJ
$38.3B
– –
-12,800
Closed -$1.17M
CRDO icon
92
Credo Technology Group
CRDO
$39.7B
– –
-10,500
Closed -$1.51M
CRWD icon
93
CrowdStrike
CRWD
$187B
– –
-10,000
Closed -$1.17M
DAR icon
94
Darling Ingredients
DAR
$9.93B
– –
-28,000
Closed -$1.01M
DDOG icon
95
Datadog
DDOG
$87.9B
– –
-10,450
Closed -$1.42M
DHR icon
96
Danaher
DHR
$135B
– –
-15,400
Closed -$3.52M
DT icon
97
Dynatrace
DT
$12.1B
– –
-55,600
Closed -$2.41M
EPAM icon
98
EPAM Systems
EPAM
$4.69B
– –
-16,816
Closed -$3.44M
FCX icon
99
Freeport-McMoran
FCX
$90B
– –
-39,000
Closed -$1.98M
FOUR icon
100
Shift4
FOUR
$3.84B
– –
-92,404
Closed -$5.82M
2 3
4
5 6

Similar funds

OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 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
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Maxi Investments CY's Q1 2026 Portfolio in Review

As of Q1 2026, Maxi Investments CY held 153 positions worth $458M, down 17% from $550M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Maxi Investments CY withdrew a net $33M in Q1 2026, closing 70 positions and reducing 20 holdings. Its most notable exit was iShares Semiconductor ETF, an estimated $15.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 42% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Maxi Investments CY opened a new position in Invesco QQQ Trust worth $11.5M.

  • Maxi Investments CY's largest Q1 2026 buy was Invesco QQQ Trust: 20,000 shares worth $11.5M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $52.3M increase.
  • Maxi Investments CY's biggest Q1 2026 reduction was Microsoft, cutting an estimated $19.5M.
  • Maxi Investments CY fully exited iShares Semiconductor ETF in Q1 2026, selling an estimated $15.8M.
  • Maxi Investments CY's ten largest holdings make up 64% of its $458M portfolio in Q1 2026.
  • Maxi Investments CY opened 38 new positions and closed 70 in Q1 2026.
  • Maxi Investments CY's portfolio value fell 17% quarter-over-quarter to $458M.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.