Portfolio (Quarterly)
Guide ↗
Firsthand Capital Management, Inc.
· CIK 0001476179| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CARR | CARRIER GLOBAL CORP | Industrials | 1,000.0 | $56K | 0.12% | — | — | $56.31 | +14.6% |
| 42 | SMR | NUSCALE POWER CORP | Utilities | 5,000.0 | $54K | 0.12% | — | — | $10.84 | +11.4% |
| 43 | — | ACCELLERON INDUSTRIES AG | — | 350.0 | $31K | 0.07% | — | — | $89.42 | — |
| 44 | — | ARQ INC | — | 6,800.0 | $17K | 0.04% | — | — | $2.56 | — |
| 45 | — | CHARGEPOINT HOLDINGS INC | — | 3,000.0 | $15K | 0.03% | — | — | $4.86 | — |
| 46 | OESX | ORION ENERGY SYSTEMS INC | Industrials | 1,400.0 | $12K | 0.03% | — | — | $8.74 | +22.2% |
| 47 | SOLS | SOLSTICE ADVANCED MATERIALS INC | Basic Materials | 145.0 | $11K | 0.02% | — | — | $76.16 | +13.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.5%
Communication Services
23.7%
Industrials
23.5%
Financial Services
5.6%
Utilities
4.8%
Energy
1.0%
Consumer Defensive
0.6%
Healthcare
0.3%
Basic Materials
0.0%