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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
GRAB icon
126
Grab
GRAB
$14.9B
– –
-259,934
Closed -$1.18M
HBAN icon
127
Huntington Bancshares
HBAN
$35.5B
– –
-141,480
Closed -$2.12M
HLIT icon
128
Harmonic Inc
HLIT
$1.28B
– –
-46,154
Closed -$443K
HPE icon
129
Hewlett Packard
HPE
$70.5B
– –
-249,421
Closed -$3.85M
INTC icon
130
Intel
INTC
$513B
– –
-67,017
Closed -$1.52M
JBL icon
131
Jabil
JBL
$35.8B
– –
-13,893
Closed -$1.89M
JEF icon
132
Jefferies Financial Group
JEF
$13.1B
– –
-17,200
Closed -$921K
JKS
133
JinkoSolar
JKS
$891M
– –
-47,010
Closed -$876K
JOBY icon
134
Joby Aviation
JOBY
$8.55B
– –
-200,000
Closed -$1.2M
KLAC icon
135
KLA
KLAC
$259B
– –
-3,180
Closed -$216K
KRE icon
136
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-38,250
Closed -$2.17M
NET icon
137
Cloudflare
NET
$107B
– –
-11,457
Closed -$1.29M
NRG icon
138
NRG Energy
NRG
$24.8B
– –
-2,433
Closed -$232K
NVDA icon
139
NVIDIA
NVDA
$5.42T
– –
-162,515
Closed -$17.6M
NXT icon
140
Nextpower Inc
NXT
$15.7B
– –
-56,000
Closed -$2.36M
OPRA
141
Opera Ltd
OPRA
$1.79B
– –
-128,309
Closed -$2.04M
OUST icon
142
Ouster
OUST
$2.92B
– –
-200,000
Closed -$1.8M
PATH icon
143
UiPath
PATH
$7.8B
– –
-143,889
Closed -$1.48M
PFE icon
144
Pfizer
PFE
$153B
– –
-87,160
Closed -$2.21M
ROKU icon
145
Roku
ROKU
$22.7B
– –
-15,347
Closed -$1.08M
S icon
146
SentinelOne
S
$7.34B
– –
-121,550
Closed -$2.21M
SMCI icon
147
Super Micro Computer
SMCI
$20.1B
– –
-79,702
Closed -$2.73M
SONY icon
148
Sony
SONY
$138B
– –
-76,812
Closed -$1.95M
SRE icon
149
Sempra
SRE
$54.8B
– –
-32,400
Closed -$2.31M
TEL icon
150
TE Connectivity
TEL
$62.6B
– –
-4,557
Closed -$644K
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.