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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
IBM icon
76
IBM
IBM
$224B
$1.18M 0.2%
4,000
– –
CMG icon
77
Chipotle Mexican Grill
CMG
$41.5B
$1.07M 0.18%
+19,000
New +$967K
MELI icon
78
Mercado Libre
MELI
$92.3B
$1.06M 0.18%
+407
New +$950K
AZO icon
79
AutoZone
AZO
$51.1B
$984K 0.16%
265
– –
EAT icon
80
Brinker International
EAT
$9.66B
$956K 0.16%
5,300
-11,600
-69% -$1.82M
ON icon
81
ON Semiconductor
ON
$31.6B
$943K 0.16%
+18,000
New +$782K
SHLS icon
82
Shoals Technologies Group
SHLS
$1.5B
$850K 0.14%
200,000
– –
CRL icon
83
Charles River Laboratories
CRL
$12.8B
$809K 0.13%
5,331
– –
KMX icon
84
CarMax
KMX
$8.26B
$807K 0.13%
12,000
– –
SNOW icon
85
Snowflake
SNOW
$115B
$799K 0.13%
3,570
-30,321
-89% -$5.48M
TTD icon
86
Trade Desk
TTD
$6.49B
$683K 0.11%
9,488
-33,512
-78% -$2.14M
NFLX icon
87
Netflix
NFLX
$309B
$670K 0.11%
5,000
-21,940
-81% -$2.48M
HUBS icon
88
HubSpot
HUBS
$10.5B
$612K 0.1%
1,100
-1,134
-51% -$664K
NOW icon
89
ServiceNow
NOW
$129B
$514K 0.09%
2,500
-7,865
-76% -$1.48M
XBI icon
90
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$514K 0.09%
6,200
– –
PANW icon
91
Palo Alto Networks
PANW
$297B
$512K 0.09%
2,500
-7,297
-74% -$1.36M
CVGW
92
DELISTED
Calavo Growers
CVGW
$505K 0.08%
+19,000
New +$496K
CPRI icon
93
Capri Holdings
CPRI
$1.74B
$451K 0.07%
25,500
-23,000
-47% -$379K
CRWD icon
94
CrowdStrike
CRWD
$218B
$447K 0.07%
3,512
-43,200
-92% -$4.68M
KTOS icon
95
Kratos Defense & Security Solutions
KTOS
$11.4B
$429K 0.07%
+9,230
New +$334K
MRCY icon
96
Mercury Systems
MRCY
$6.52B
$402K 0.07%
+7,460
New +$363K
DRS icon
97
Leonardo DRS
DRS
$12B
$401K 0.07%
+8,620
New +$346K
TTMI icon
98
TTM Technologies
TTMI
$14.5B
$390K 0.06%
+9,560
New +$264K
LDOS icon
99
Leidos
LDOS
$17.3B
$387K 0.06%
+2,450
New +$362K
PSN icon
100
Parsons
PSN
$5.08B
$386K 0.06%
+5,385
New +$356K
2 3
4
5 6

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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.