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Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
+0.68%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$481M
AUM Growth
-$121M
Cap. Flow
+$596M
Cap. Flow %
123.92%
Top 10 Hldgs %
57.09%
Holding
143
New
36
Increased
21
Reduced
21
Closed
52

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$53.8M
2
LI icon
Li Auto
LI
+$16.4M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15M
4
TTD icon
Trade Desk
TTD
+$10.8M
5
TEAM icon
Atlassian
TEAM
+$10.5M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$42.7M
2
BABA icon
Alibaba
BABA
+$38.6M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
AMZN icon
Amazon
AMZN
+$13.2M

Sector Composition

Rank Sector Weight
1 Technology 28.29%
2 Consumer Discretionary 10.31%
3 Communication Services 9.23%
4 Healthcare 3.67%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
101
Cisco
CSCO
$479B
– –
-45,611
Closed -$3.16M
DELL icon
102
Dell
DELL
$293B
– –
-35,300
Closed -$4.33M
DRS icon
103
Leonardo DRS
DRS
$12B
– –
-8,620
Closed -$401K
EAT icon
104
Brinker International
EAT
$9.66B
– –
-5,300
Closed -$956K
GLD icon
105
SPDR Gold Trust
GLD
$142B
– –
-23,300
Closed -$7.1M
GLW icon
106
Corning
GLW
$143B
– –
-2,100
Closed -$110K
HAL icon
107
Halliburton
HAL
$26.6B
– –
-78,525
Closed -$1.6M
IGV icon
108
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
– –
-209,600
Closed -$23M
KHC icon
109
Kraft Heinz
KHC
$30B
– –
-98,200
Closed -$2.54M
KMX icon
110
CarMax
KMX
$8.26B
– –
-12,000
Closed -$807K
KTOS icon
111
Kratos Defense & Security Solutions
KTOS
$11.4B
– –
-9,230
Closed -$429K
LDOS icon
112
Leidos
LDOS
$17.3B
– –
-2,450
Closed -$387K
LHX icon
113
L3Harris
LHX
$53.4B
– –
-8,040
Closed -$2.02M
LITE icon
114
Lumentum
LITE
$69.3B
– –
-27,360
Closed -$2.6M
LMT icon
115
Lockheed Martin
LMT
$136B
– –
-8,230
Closed -$3.81M
LYFT icon
116
Lyft
LYFT
$6.63B
– –
-196,372
Closed -$3.1M
MELI icon
117
Mercado Libre
MELI
$92.3B
– –
-407
Closed -$1.06M
MRCY icon
118
Mercury Systems
MRCY
$6.52B
– –
-7,460
Closed -$402K
MTCH icon
119
Match Group
MTCH
$8.55B
– –
-49,968
Closed -$1.54M
MU icon
120
Micron Technology
MU
$991B
– –
-55,548
Closed -$6.85M
NVD icon
121
GraniteShares 2x Short NVDA Daily ETF
NVD
$49.4M
– –
-126,000
Closed -$1.59M
OMAB icon
122
Grupo Aeroportuario Centro Norte
OMAB
$5.33B
– –
-24,900
Closed -$2.63M
OXY icon
123
Occidental Petroleum
OXY
$55.9B
– –
-39,450
Closed -$1.66M
PALL icon
124
abrdn Physical Palladium Shares ETF
PALL
$681M
– –
-112,500
Closed -$2.26M
PDD icon
125
Pinduoduo
PDD
$131B
– –
-50,000
Closed -$5.23M
2 3 4
5
6

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 Q3 2025 Portfolio in Review

As of Q3 2025, Maxi Investments CY held 143 positions worth $481M, down 20% from $602M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Maxi Investments CY deployed $596M of net new capital in Q3 2025, opening 36 new positions and adding to 21 existing holdings. Its largest new stake was Li Auto: 633,000 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 32% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was TSMC, an estimated $42.7M trimmed.

  • Maxi Investments CY's largest Q3 2025 buy was Li Auto: 633,000 shares worth $16M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $53.8M increase.
  • Maxi Investments CY's biggest Q3 2025 reduction was TSMC, cutting an estimated $42.7M.
  • Maxi Investments CY fully exited iShares Expanded Tech-Software Sector ETF in Q3 2025, selling an estimated $23M.
  • Maxi Investments CY's ten largest holdings make up 57% of its $481M portfolio in Q3 2025.
  • Maxi Investments CY opened 36 new positions and closed 52 in Q3 2025.
  • Maxi Investments CY's portfolio value fell 20% quarter-over-quarter to $481M.

Based on Maxi Investments CY's 13F filing for Q3 2025, filed 14 Nov 2025.