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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
APO icon
76
Apollo Global Management
APO
$77.3B
– –
-13,400
Closed -$1.49M
BF.A icon
77
Brown-Forman Class A
BF.A
$12.2B
– –
-50,496
Closed -$1.35M
BIDU icon
78
Baidu
BIDU
$31.4B
– –
-72,900
Closed -$8.12M
BILL icon
79
BILL Holdings
BILL
$4.09B
– –
-9,000
Closed -$345K
CART icon
80
Maplebear
CART
$10.8B
– –
-21,586
Closed -$809K
CLS icon
81
Celestica
CLS
$42.1B
– –
-7,500
Closed -$2.11M
CPNG icon
82
Coupang
CPNG
$26.5B
– –
-34,776
Closed -$657K
DLO icon
83
dLocal
DLO
$4.31B
– –
-167,000
Closed -$2.17M
DOCN icon
84
DigitalOcean
DOCN
$15.6B
– –
-12,000
Closed -$1.03M
ENPH icon
85
Enphase Energy
ENPH
$4.85B
– –
-7,000
Closed -$265K
ESTC icon
86
Elastic
ESTC
$9.09B
– –
-14,275
Closed -$714K
ETN icon
87
Eaton
ETN
$161B
– –
-4,400
Closed -$1.57M
EWY icon
88
iShares MSCI South Korea ETF
EWY
$29.1B
– –
-8,200
Closed -$1.01M
EXPE icon
89
Expedia Group
EXPE
$32.7B
– –
-4,370
Closed -$1.01M
FISV
90
Fiserv Inc
FISV
$25.9B
– –
-31,288
Closed -$1.75M
FICO icon
91
Fair Isaac
FICO
$21.2B
– –
-1,100
Closed -$1.17M
GOOG icon
92
Alphabet (Google) Class C
GOOG
$4.02T
– –
-19,945
Closed -$5.72M
GXO icon
93
GXO Logistics
GXO
$5.3B
– –
-11,100
Closed -$576K
HPE icon
94
Hewlett Packard
HPE
$78.2B
– –
-42,500
Closed -$1.01M
IEUR icon
95
iShares Core MSCI Europe ETF
IEUR
$9.22B
– –
-27,928
Closed -$1.96M
ILF icon
96
iShares Latin America 40 ETF
ILF
$4B
– –
-47,140
Closed -$1.67M
INTU icon
97
Intuit
INTU
$85.9B
– –
-1,100
Closed -$476K
JOBY icon
98
Joby Aviation
JOBY
$6.35B
– –
-208,000
Closed -$1.72M
KKR icon
99
KKR & Co
KKR
$93.4B
– –
-16,300
Closed -$1.51M
KLAC icon
100
KLA
KLAC
$239B
– –
-11,000
Closed -$1.62M
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.