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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
-2.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$85.7M
Cap. Flow %
15.59%
Top 10 Hldgs %
41.97%
Holding
152
New
61
Increased
27
Reduced
15
Closed
37

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$38M
2
MSFT icon
Microsoft
MSFT
+$34M
3
AMZN icon
Amazon
AMZN
+$22.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.5M
5
HSAI
Hesai Group
HSAI
+$11.2M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$127M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.1M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.74M
4
UNH icon
UnitedHealth
UNH
+$8.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.46M

Sector Composition

Rank Sector Weight
1 Technology 41.69%
2 Consumer Discretionary 16.21%
3 Communication Services 15.45%
4 Financials 4.73%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
126
Enbridge
ENB
$112B
– –
-20,200
Closed -$1.02M
EQT icon
127
EQT Corp
EQT
$32.3B
– –
-18,000
Closed -$980K
EXPE icon
128
Expedia Group
EXPE
$37.3B
– –
-5,660
Closed -$1.21M
FSLR icon
129
First Solar
FSLR
$26.9B
– –
-10,950
Closed -$2.42M
HWM icon
130
Howmet Aerospace
HWM
$112B
– –
-15,800
Closed -$3.1M
IBM icon
131
IBM
IBM
$224B
– –
-3,000
Closed -$846K
IEF icon
132
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-157,000
Closed -$15.1M
LOPE icon
133
Grand Canyon Education
LOPE
$3.98B
– –
-2,350
Closed -$516K
MCHP icon
134
Microchip Technology
MCHP
$46B
– –
-23,000
Closed -$1.48M
MO icon
135
Altria Group
MO
$114B
– –
-15,300
Closed -$1.01M
NKE icon
136
CALL
Nike
NKE
$61.9B
– –
-350,000
Closed -$273K
NOK icon
137
Nokia
NOK
$52.3B
– –
-686,500
Closed -$3.3M
PAR icon
138
PAR Technology
PAR
$735M
– –
-12,500
Closed -$495K
QQQ icon
139
PUT
Invesco QQQ Trust
QQQ
$481B
– –
-1,235,000
Closed -$1.56M
RACE icon
140
Ferrari
RACE
$72.5B
– –
-1,272
Closed -$617K
SQQQ icon
141
ProShares UltraPro Short QQQ
SQQQ
$1.74B
– –
-26,000
Closed -$1.98M
SRAD icon
142
Sportradar
SRAD
$3.85B
– –
-50,500
Closed -$1.36M
SRPT icon
143
Sarepta Therapeutics
SRPT
$1.77B
– –
-20,000
Closed -$385K
TIGR
144
UP Fintech Holding
TIGR
$861M
– –
-101,000
Closed -$1.08M
TRI icon
145
Thomson Reuters
TRI
$44.1B
– –
-3,249
Closed -$513K
TSCO icon
146
Tractor Supply
TSCO
$18B
– –
-55,300
Closed -$3.15M
TTWO icon
147
Take-Two Interactive
TTWO
$46.1B
– –
-21,127
Closed -$5.46M
UNH icon
148
UnitedHealth
UNH
$370B
– –
-23,760
Closed -$8.2M
VALE icon
149
Vale
VALE
$62.6B
– –
-4,000
Closed -$43K
WDAY icon
150
Workday
WDAY
$44.4B
– –
-5,700
Closed -$1.37M
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 Q4 2025 Portfolio in Review

As of Q4 2025, Maxi Investments CY held 152 positions worth $550M, up 14% from $481M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $85.7M of net new capital in Q4 2025, opening 61 new positions and adding to 27 existing holdings. Its largest new stake was iShares Semiconductor ETF: 52,400 shares worth $15.8M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 28% 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 $127M trimmed.

  • Maxi Investments CY's largest Q4 2025 buy was iShares Semiconductor ETF: 52,400 shares worth $15.8M.
  • Maxi Investments CY added most to Meta Platforms (Facebook) in Q4 2025, an estimated $38M increase.
  • Maxi Investments CY's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $127M.
  • Maxi Investments CY fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $15.1M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $550M portfolio in Q4 2025.
  • Maxi Investments CY opened 61 new positions and closed 37 in Q4 2025.
  • Maxi Investments CY's portfolio value rose 14% quarter-over-quarter to $550M.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.