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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
RKLB icon
101
Rocket Lab Corp
RKLB
$51.8B
$376K 0.06%
+10,520
New +$257K
RDW icon
102
Redwire
RDW
$3.25B
$373K 0.06%
+22,900
New +$298K
BIDU icon
103
Baidu
BIDU
$37.2B
$369K 0.06%
4,300
– –
SRPT icon
104
Sarepta Therapeutics
SRPT
$1.77B
$342K 0.06%
+20,000
New +$853K
GLW icon
105
Corning
GLW
$143B
$110K 0.02%
2,100
-75,482
-97% -$3.53M
RCAT icon
106
Red Cat Holdings
RCAT
$1.4B
$98K 0.02%
+13,500
New +$88.1K
VALE icon
107
Vale
VALE
$62.6B
$39K 0.01%
+4,000
New +$37.7K
ADSK icon
108
Autodesk
ADSK
$52.6B
– –
-7,500
Closed -$1.96M
AEP icon
109
American Electric Power
AEP
$68.4B
– –
-15,139
Closed -$1.65M
AKAM icon
110
Akamai
AKAM
$15.9B
– –
-23,431
Closed -$1.89M
APH icon
111
Amphenol
APH
$209B
– –
-9,851
Closed -$646K
APP icon
112
Applovin
APP
$116B
– –
-35,805
Closed -$9.49M
ARM icon
113
Arm
ARM
$302B
– –
-8,535
Closed -$911K
ARRY icon
114
Array Technologies
ARRY
$855M
– –
-1,032,200
Closed -$5.03M
AVTR icon
115
Avantor
AVTR
$9.19B
– –
-50,100
Closed -$812K
C icon
116
Citigroup
C
$226B
– –
-30,050
Closed -$2.13M
CCJ icon
117
Cameco
CCJ
$42.4B
– –
-40,253
Closed -$1.66M
CEG icon
118
Constellation Energy
CEG
$95.6B
– –
-9,200
Closed -$1.85M
CERT icon
119
Certara
CERT
$1.25B
– –
-17,000
Closed -$168K
CLS icon
120
Celestica
CLS
$36.5B
– –
-25,708
Closed -$2.03M
CMI icon
121
Cummins
CMI
$88.7B
– –
-2,981
Closed -$934K
DDOG icon
122
Datadog
DDOG
$84B
– –
-13,152
Closed -$1.3M
FLEX icon
123
Flex
FLEX
$44.8B
– –
-65,493
Closed -$2.17M
FUTU icon
124
Futu Holdings
FUTU
$15.3B
– –
-38,262
Closed -$3.92M
GOOG icon
125
Alphabet (Google) Class C
GOOG
$4.32T
– –
-46,833
Closed -$7.32M
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 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.