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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
-8.93%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$502M
AUM Growth
-$16.5M
Cap. Flow
+$33.7M
Cap. Flow %
6.72%
Top 10 Hldgs %
42.2%
Holding
178
New
36
Increased
49
Reduced
11
Closed
66

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$24.2M
2
NVDA icon
NVIDIA
NVDA
+$18.1M
3
APP icon
Applovin
APP
+$12.3M
4
AMZN icon
Amazon
AMZN
+$10.5M
5
FSLR icon
First Solar
FSLR
+$9.45M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$69.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.3M
3
BABA icon
Alibaba
BABA
+$29.9M
4
GEO icon
The GEO Group
GEO
+$10.5M
5
CSCO icon
Cisco
CSCO
+$8.14M

Sector Composition

Rank Sector Weight
1 Technology 48.82%
2 Consumer Discretionary 17.64%
3 Communication Services 10.31%
4 Financials 4.08%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVTR icon
101
Avantor
AVTR
$9.27B
$812K 0.16%
50,100
– –
CRL icon
102
Charles River Laboratories
CRL
$12.9B
$802K 0.16%
5,331
– –
SHLS icon
103
Shoals Technologies Group
SHLS
$1.45B
$664K 0.13%
200,000
– –
APH icon
104
Amphenol
APH
$209B
$646K 0.13%
9,851
– –
TEL icon
105
TE Connectivity
TEL
$62.7B
$644K 0.13%
4,557
– –
ISRG icon
106
Intuitive Surgical
ISRG
$138B
$545K 0.11%
+1,100
New +$608K
XBI icon
107
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$503K 0.1%
6,200
-7,034
-53% -$629K
HLIT icon
108
Harmonic Inc
HLIT
$1.27B
$443K 0.09%
46,154
– –
BIDU icon
109
Baidu
BIDU
$37.2B
$396K 0.08%
+4,300
New +$386K
NRG icon
110
NRG Energy
NRG
$25.2B
$232K 0.05%
2,433
-2,400
-50% -$243K
KLAC icon
111
KLA
KLAC
$254B
$216K 0.04%
+3,180
New +$229K
CERT icon
112
Certara
CERT
$1.23B
$168K 0.03%
+17,000
New +$206K
ACN icon
113
Accenture
ACN
$110B
– –
-5,007
Closed -$1.76M
ADBE icon
114
Adobe
ADBE
$108B
– –
-830
Closed -$369K
ADM icon
115
Archer Daniels Midland
ADM
$38.4B
– –
-39,100
Closed -$1.98M
AES icon
116
AES
AES
$10.5B
– –
-100,170
Closed -$1.29M
ANF icon
117
Abercrombie & Fitch
ANF
$5.23B
– –
-9,829
Closed -$1.47M
APA icon
118
APA Corp
APA
$14.2B
– –
-18,500
Closed -$427K
ASO icon
119
Academy Sports + Outdoors
ASO
$3.05B
– –
-19,000
Closed -$1.09M
BAX icon
120
Baxter International
BAX
$14.4B
– –
-37,800
Closed -$1.1M
BLK icon
121
Blackrock
BLK
$175B
– –
-951
Closed -$975K
BMY icon
122
Bristol-Myers Squibb
BMY
$133B
– –
-28,340
Closed -$1.6M
CALX icon
123
Calix
CALX
$2.48B
– –
-16,798
Closed -$586K
CART icon
124
Maplebear
CART
$11.7B
– –
-49,053
Closed -$2.03M
CFG icon
125
Citizens Financial Group
CFG
$30.5B
– –
-13,000
Closed -$569K
3 4
5
6 7

Similar funds

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 Q1 2025 Portfolio in Review

As of Q1 2025, Maxi Investments CY held 178 positions worth $502M, down 3.2% from $518M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $33.7M of net new capital in Q1 2025, opening 36 new positions and adding to 49 existing holdings. Its largest new stake was Applovin: 35,805 shares worth $9.49M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 26% 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 $31.3M trimmed.

  • Maxi Investments CY's largest Q1 2025 buy was Applovin: 35,805 shares worth $9.49M.
  • Maxi Investments CY added most to Microsoft in Q1 2025, an estimated $24.2M increase.
  • Maxi Investments CY's biggest Q1 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $31.3M.
  • Maxi Investments CY fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $69.5M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $502M portfolio in Q1 2025.
  • Maxi Investments CY opened 36 new positions and closed 66 in Q1 2025.
  • Maxi Investments CY's portfolio value fell 3.2% quarter-over-quarter to $502M.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.