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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
-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
GLOB icon
101
Globant
GLOB
$1.35B
– –
-34,500
Closed -$2.25M
GRAB icon
102
Grab
GRAB
$13.5B
– –
-190,000
Closed -$948K
HBM icon
103
Hudbay
HBM
$9.92B
– –
-50,000
Closed -$993K
HIMS icon
104
Hims & Hers Health
HIMS
$6.5B
– –
-100,200
Closed -$3.25M
INFY icon
105
Infosys
INFY
$45B
– –
-31,000
Closed -$552K
IRDM icon
106
Iridium Communications
IRDM
$4.85B
– –
-424,000
Closed -$7.37M
ISRG icon
107
Intuitive Surgical
ISRG
$121B
– –
-8,145
Closed -$4.61M
JACK icon
108
Jack in the Box
JACK
$278M
– –
-119,400
Closed -$2.26M
JBSS icon
109
John B. Sanfilippo & Son
JBSS
$949M
– –
-16,062
Closed -$1.13M
JD icon
110
JD.com
JD
$40.8B
– –
-19,000
Closed -$545K
KD icon
111
Kyndryl
KD
$2.66B
– –
-50,000
Closed -$1.33M
LI icon
112
Li Auto
LI
$12.6B
– –
-633,000
Closed -$10.7M
LITE icon
113
Lumentum
LITE
$59.4B
– –
-6,000
Closed -$2.21M
LRN icon
114
Stride
LRN
$3.69B
– –
-15,400
Closed -$1M
LSCC icon
115
Lattice Semiconductor
LSCC
$17.6B
– –
-30,800
Closed -$2.27M
MBLY icon
116
Mobileye
MBLY
$2.03B
– –
-93,000
Closed -$971K
MDB icon
117
MongoDB
MDB
$24B
– –
-280
Closed -$118K
MNST icon
118
Monster Beverage
MNST
$91.4B
– –
-39,000
Closed -$2.99M
NOW icon
119
ServiceNow
NOW
$102B
– –
-2,500
Closed -$383K
NXT icon
120
Nextpower Inc
NXT
$15.2B
– –
-26,500
Closed -$2.31M
ON icon
121
ON Semiconductor
ON
$33.8B
– –
-47,200
Closed -$2.56M
PEP icon
122
PepsiCo
PEP
$186B
– –
-16,400
Closed -$2.35M
PINS icon
123
Pinterest
PINS
$12.4B
– –
-171,000
Closed -$4.43M
PYPL icon
124
PayPal
PYPL
$49.5B
– –
-54,455
Closed -$3.18M
QCOM icon
125
Qualcomm
QCOM
$176B
– –
-27,290
Closed -$4.67M
3 4
5
6 7

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.