NAPLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
19.1%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 1.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 39.50K | SH | $11.4K 6.99% | 0.00 | 0.00 | 39.50K |
Kraneshares Tr Csi China InterSOLE | COM | 433.54K | SH | $10.6K 6.49% | 0.00 | 0.00 | 433.54K |
Meta Platforms IncSOLE | CL A | 16.35K | SH | $9.2K 5.63% | 0.00 | 0.00 | 16.35K |
Molina Healthcare IncSOLE | COM | 38.58K | SH | $8.8K 5.39% | 0.00 | 0.00 | 38.58K |
MICROSOFT CORPSOLE | COM | 22.60K | SH | $8.4K 5.16% | 0.00 | 0.00 | 22.60K |
ALPHABET INCSOLE | CAP STK CL A | 23.42K | SH | $8.4K 5.12% | 0.00 | 0.00 | 23.42K |
UNITEDHEALTH GROUP INCSOLE | COM | 18.04K | SH | $7.5K 4.58% | 0.00 | 0.00 | 18.04K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 77.61K | SH | $7.4K 4.56% | 0.00 | 0.00 | 77.61K |
ALPHABET INCSOLE | CAP STK CL C | 19.59K | SH | $6.9K 4.23% | 0.00 | 0.00 | 19.59K |
Ishares S&P EXPANDED TECHSOLE | COM | 76.27K | SH | $6.9K 4.23% | 0.00 | 0.00 | 76.27K |
NVIDIA CORPORATIONSOLE | COM | 33.75K | SH | $6.8K 4.13% | 0.00 | 0.00 | 33.75K |
BROADCOM INCSOLE | COM | 17.75K | SH | $6.7K 4.10% | 0.00 | 0.00 | 17.75K |
Jd.Com IncSOLE | ADR | 261.45K | SH | $6.7K 4.07% | 0.00 | 0.00 | 261.45K |
AMAZON COM INCSOLE | COM | 27.70K | SH | $6.6K 4.04% | 0.00 | 0.00 | 27.70K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.75K | SH | $6.4K 3.94% | 0.00 | 0.00 | 8.75K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.99K | SH | $5.3K 3.26% | 0.00 | 0.00 | 6.99K |
Bitmine Immersion TecnolSOLE | COM | 357.85K | SH | $4.8K 2.91% | 0.00 | 0.00 | 357.85K |
ORACLE CORPSOLE | COM | 29.02K | SH | $4.3K 2.60% | 0.00 | 0.00 | 29.02K |
PFIZER INCSOLE | COM | 108.03K | SH | $2.6K 1.59% | 0.00 | 0.00 | 108.03K |
BAIDU INCSOLE | SPONSORED ADS | 22.29K | SH | $2.5K 1.56% | 0.00 | 0.00 | 22.29K |
IDEXX LABS INCSOLE | COM | 4.64K | SH | $2.4K 1.49% | 0.00 | 0.00 | 4.64K |
TESLA INCSOLE | COM | 5.70K | SH | $2.4K 1.47% | 0.00 | 0.00 | 5.70K |
SPDR SER TRSOLE | SPDR BLOOMBERG | 25.64K | SH | $2.4K 1.44% | 0.00 | 0.00 | 25.64K |
ARCH CAP GROUP LTDSOLE | COM | 19.87K | SH | $1.9K 1.18% | 0.00 | 0.00 | 19.87K |
TRANSDIGM GROUP INCSOLE | COM | 1.44K | SH | $1.9K 1.17% | 0.00 | 0.00 | 1.44K |