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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
ALAB icon
76
Astera Labs
ALAB
$58B
$1.58M 0.29%
+9,500
New +$1.59M
CRDO icon
77
Credo Technology Group
CRDO
$46.6B
$1.51M 0.27%
+10,500
New +$1.61M
AGX icon
78
Argan
AGX
$8.37B
$1.5M 0.27%
+4,800
New +$1.52M
NBIS
79
Nebius Group N.V.
NBIS
$47.7B
$1.47M 0.27%
+17,600
New +$1.82M
AVGO icon
80
Broadcom
AVGO
$2.04T
$1.47M 0.27%
+4,250
New +$1.52M
DDOG icon
81
Datadog
DDOG
$84B
$1.42M 0.26%
10,450
-8,500
-45% -$1.34M
KWEB icon
82
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.36M 0.25%
40,000
– –
KD icon
83
Kyndryl
KD
$3.05B
$1.33M 0.24%
50,000
– –
SEZL
84
Sezzle
SEZL
$3.97B
$1.27M 0.23%
+20,000
New +$1.36M
XBI icon
85
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$1.24M 0.23%
10,200
– –
CRWD icon
86
CrowdStrike
CRWD
$218B
$1.17M 0.21%
+10,000
New +$1.27M
CCJ icon
87
Cameco
CCJ
$42.4B
$1.17M 0.21%
+12,800
New +$1.15M
CBRL icon
88
Cracker Barrel
CBRL
$1.29B
$1.17M 0.21%
+46,000
New +$1.47M
XPO icon
89
XPO
XPO
$23.7B
$1.16M 0.21%
8,525
-12,375
-59% -$1.69M
SPOT icon
90
Spotify
SPOT
$100B
$1.16M 0.21%
1,993
-4,544
-70% -$2.84M
JBSS icon
91
John B. Sanfilippo & Son
JBSS
$972M
$1.13M 0.21%
+16,062
New +$1.09M
TAN icon
92
Invesco Solar ETF
TAN
$1.38B
$1.13M 0.2%
+22,950
New +$1.11M
VAL icon
93
Valaris
VAL
$5.47B
$1.11M 0.2%
22,100
-13,900
-39% -$746K
TWST icon
94
Twist Bioscience
TWST
$7.25B
$1.11M 0.2%
+35,000
New +$1.09M
TSLA icon
95
Tesla
TSLA
$1.3T
$1.1M 0.2%
2,458
-3,197
-57% -$1.42M
SMPL icon
96
Simply Good Foods
SMPL
$982M
$1.04M 0.19%
+51,700
New +$1.08M
CVSA
97
Covista Inc
CVSA
$4.8B
$1.03M 0.19%
+10,000
New +$1.15M
DAR icon
98
Darling Ingredients
DAR
$9.44B
$1.01M 0.18%
+28,000
New +$948K
LRN icon
99
Stride
LRN
$3.43B
$1M 0.18%
+15,400
New +$1.4M
HBM icon
100
Hudbay
HBM
$12.3B
$993K 0.18%
+50,000
New +$846K
2 3
4
5 6

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OCM
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UAM
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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 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.