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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
KWEB icon
101
KraneShares CSI China Internet ETF
KWEB
$4.78B
– –
-40,000
Closed -$1.14M
LEU icon
102
Centrus Energy
LEU
$3.62B
– –
-2,500
Closed -$434K
LIN icon
103
Linde
LIN
$215B
– –
-2,300
Closed -$1.14M
LULU icon
104
lululemon athletica
LULU
$11B
– –
-18,500
Closed -$2.83M
LYFT icon
105
Lyft
LYFT
$5.64B
– –
-66,887
Closed -$890K
MEDP icon
106
Medpace
MEDP
$16.4B
– –
-2,500
Closed -$1.2M
MSTR icon
107
Strategy Inc
MSTR
$52.7B
– –
-12,400
Closed -$1.55M
NU icon
108
Nu Holdings
NU
$72.5B
– –
-382,500
Closed -$5.5M
ORCL icon
109
Oracle
ORCL
$466B
– –
-117,400
Closed -$17.3M
PBI icon
110
Pitney Bowes
PBI
$2.35B
– –
-116,000
Closed -$1.28M
PDD icon
111
Pinduoduo
PDD
$112B
– –
-14,308
Closed -$1.46M
QURE icon
112
uniQure
QURE
$3.19B
– –
-32,900
Closed -$538K
RKT icon
113
Rocket Companies
RKT
$38B
– –
-10,000
Closed -$143K
RSP icon
114
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
– –
-29,825
Closed -$5.72M
SAP icon
115
SAP
SAP
$241B
– –
-11,800
Closed -$2.02M
SPOT icon
116
Spotify
SPOT
$108B
– –
-2,000
Closed -$970K
SPXC icon
117
SPX Corp
SPXC
$9.65B
– –
-10,000
Closed -$2M
TEAM icon
118
Atlassian
TEAM
$45B
– –
-24,800
Closed -$1.69M
TTWO icon
119
Take-Two Interactive
TTWO
$39.5B
– –
-17,100
Closed -$3.38M
UBER icon
120
Uber
UBER
$145B
– –
-28,000
Closed -$2.01M
VWO icon
121
Vanguard FTSE Emerging Markets ETF
VWO
$128B
– –
-36,755
Closed -$1.99M
XBI icon
122
State Street SPDR S&P Biotech ETF
XBI
$11.1B
– –
-10,200
Closed -$1.3M
XTL icon
123
State Street SPDR S&P Telecom ETF
XTL
$581M
– –
-22,000
Closed -$4.14M
RBRK icon
124
Rubrik
RBRK
$18.4B
– –
-30,000
Closed -$1.47M
PSIX
125
Power Solutions International
PSIX
$971M
– –
-8,654
Closed -$527K
1 2 3 4
5

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MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
MCM
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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
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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.