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TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $3.7B AUM 273 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
19 New 33 Added 87 Reduced 20 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 GOOGL ALPHABET INC COM CL A USD0.001 Communication Services 1,268,546 $364.8M 9.89% -23K -1.8%
2 AMZN AMAZON COM INC COM USD0.01 Consumer Cyclical 1,607,403 $334.8M 9.07% -117K -6.8%
3 MSFT MICROSOFT CORP COM USD (US LISTED) Technology 728,237 $269.6M 7.31% -156K -17.6%
4 LRCX LAM RESEARCH CORP COM USD0.001 (P/S) Technology 955,076 $204.0M 5.53% -239K -20.0%
5 PFGC PERFORMANCE FOOD GROUP COM USD0.01 Consumer Defensive 2,012,437 $172.5M 4.68% -17K -0.8%
6 AVGO BROADCOM INC COM USD0.001 Technology 544,408 $168.5M 4.57% -93K -14.7%
7 KLAC KLA CORPORATION COM USD0.001 Technology 102,168 $150.4M 4.08% -17K -14.5%
8 EME EMCOR GROUP INC COM USD0.01 Industrials 203,585 $150.3M 4.07%
9 APH AMPHENOL CORP COM USD0.001 Technology 1,082,026 $136.7M 3.71%
10 COF CAPITAL ONE FINANCIAL CORP COM USD0.01 Financial Services 734,993 $134.0M 3.63% -447K -37.8%
11 AMERIPRISE FIN INC COM STK USD 0.01 275,941 $122.6M 3.32% -97K -26.0%
12 DTM DT MIDSTREAM INC COM USD0.01 Energy 881,000 $118.7M 3.22%
13 ADI ANALOG DEVICES INC COM USD0.16 2/3 Technology 347,965 $110.7M 3.00% +348K +10000.0%
14 GOOGL ALPHABET INC COM CL C USD0.001 Communication Services 367,229 $105.3M 2.85% -15K -3.9%
15 NVR NVR INC COM USD0.01 Consumer Cyclical 11,468 $75.5M 2.05% -361 -3.0%
16 MA MASTERCARD INC COM CL A USD0.0001 Financial Services 136,257 $68.1M 1.85% -1K -0.9%
17 NVDA NVIDIA CORP COM USD0.001 Technology 377,075 $65.7M 1.78% +13K +3.6%
18 DCI DONALDSON CO INC COM USD5 Industrials 697,928 $59.2M 1.60%
19 EZA FREEPORT-MCMOR C&G INC COM STK USD0.10 971,842 $57.1M 1.55% +732K +304.7%
20 AAPL APPLE INC COM NPV Technology 216,868 $55.0M 1.49% +16K +8.0%
21 HILTON GRAND VACATIONS COM USD0.01 1,199,940 $47.0M 1.27%
22 META META PLATFORMS INC COM CL A USD0.000006 Communication Services 75,438 $43.2M 1.17% +44K +138.2%
23 BRK/B BERKSHIRE HATHAWAY CL B USD0.0033 84,346 $40.4M 1.10%
24 BKNG BOOKING HLDGS INC COM USD0.008 Consumer Cyclical 9,409 $39.6M 1.07% -277 -2.9%
25 PM PHILIP MORRIS INTL INC COM STK NPV Consumer Defensive 235,595 $39.0M 1.06%
26 COR CENCORA INC COM USD0.01 Healthcare 114,376 $35.9M 0.97%
27 LLY ELI LILLY & CO COM NPV Healthcare 38,989 $35.9M 0.97% -16K -29.1%
28 MCK MCKESSON CORP COM USD0.01 Healthcare 40,433 $35.0M 0.95%
29 CLS CELESTICA INC COM NPV Technology 95,700 $26.9M 0.73% NEW
30 EOG RESOURCES INC COM USD0.01 165,182 $23.9M 0.65% +27K +19.1%
31 EQH EQUITABLE HLDGS INC COM USD0.01 Financial Services 634,070 $23.5M 0.64% -227K -26.4%
32 MCD MCDONALDS CORP COM USD0.01 Consumer Cyclical 72,193 $22.4M 0.61% -545 -0.8%
33 PANW PALO ALTO NETWORKS INC COM USD0.0001 Technology 131,572 $21.1M 0.57% +4K +3.2%
34 CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 Technology 68,326 $19.0M 0.51% -6K -8.0%
35 DE DEERE & CO COM USD1 Industrials 32,937 $18.6M 0.50% -5K -14.0%
36 JPM JP MORGAN CHASE & CO COM USD1 Financial Services 62,608 $18.4M 0.50%
37 KO COCA-COLA INC COM USD0.25 Consumer Defensive 240,648 $18.3M 0.50% -6K -2.5%
38 MRSH MARSH COM USD1.00 Financial Services 98,581 $17.1M 0.46% -17K -14.8%
39 CSCO CISCO SYSTEMS INC COM USD0.001 Technology 218,257 $16.9M 0.46% -9K -4.0%
40 EA ELECTRONIC ARTS (EA) INC COM CL A USD0.01 Communication Services 69,619 $14.2M 0.39% -6K -8.4%
41 NDAQ NASDAQ INC COM USD0.01 Financial Services 166,050 $14.1M 0.38% -312K -65.3%
42 JNJ JOHNSON & JOHNSON COM USD1.00 Healthcare 50,148 $12.3M 0.33% -4K -7.1%
43 HON HONEYWELL INTL INC COM STK USD1 Industrials 52,104 $11.8M 0.32% -1K -1.9%
44 IYE EXXON MOBIL CORP COM NPV 66,494 $11.3M 0.31% +17K +33.4%
45 C CITIGROUP INC COM USD0.01 Financial Services 79,746 $9.0M 0.24% -10K -11.0%
46 CAT CATERPILLAR INC COM USD1.00 Industrials 10,623 $7.5M 0.20% +9K +520.1%
47 INTU INTUIT INC COM USD0.01 Technology 17,231 $7.5M 0.20% -24K -58.4%
48 BMY BRISTOL-MYERS SQUIBB CO. COM USD0.10 Healthcare 105,158 $6.4M 0.17% -3K -2.8%
49 LMT LOCKHEED MARTIN COM USD0.01 Industrials 10,497 $6.3M 0.17%
50 CARR CARRIER GLOBAL CORP COM USD0.01 Industrials 112,444 $6.3M 0.17% -2K -2.0%
51 BLK BLACKROCK INC COM USD0.01 Financial Services 6,255 $6.0M 0.16% -134 -2.1%
52 MELI MERCADOLIBRE INC COM STK USD0.001 Consumer Cyclical 3,124 $5.4M 0.15% +766 +32.5%
53 ADBE ADOBE INC COM USD0.0001 Technology 20,909 $5.1M 0.14% -16K -43.6%
54 CVX CHEVRON CORP COM USD0.75 Energy 21,015 $4.3M 0.12%
55 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 31,032 $4.3M 0.12% -662 -2.1%
56 BDX BECTON DICKINSON & CO Healthcare 26,641 $4.2M 0.11% -27K -50.3%
57 DUK DUKE ENERGY CORP COM NPV Utilities 30,346 $4.0M 0.11% -368 -1.2%
58 PFE PFIZER INC COM USD0.05 Healthcare 140,350 $3.9M 0.11% -8K -5.6%
59 DIS WALT DISNEY CO COM USD0.01 Communication Services 40,553 $3.9M 0.11% -34K -45.8%
60 KKRT KKR & CO INC COM USD0.01 Financial Services 35,294 $3.3M 0.09% -976K -96.5%
61 CL COLGATE PALMOLIVE COM USD 1 Consumer Defensive 37,440 $3.2M 0.09%
62 AMAT APPLIED MATERIALS INC COM USD0.01 Technology 9,085 $3.1M 0.08% -913 -9.1%
63 FERG FERGUSON ENTERPRISES COM USD0.0001 Industrials 12,728 $3.0M 0.08% -503 -3.8%
64 EEM ENBRIDGE INC COM NPV 53,670 $2.9M 0.08% NEW
65 PEP PEPSICO INC CAP USD0.01666 Consumer Defensive 18,649 $2.9M 0.08% +910 +5.1%
66 BAC BANK OF AMERICA COM USD 0.01 Financial Services 57,839 $2.8M 0.08% -300 -0.5%
67 NTR NUTRIEN LTD COM USD NPV (US LISTED) Basic Materials 34,520 $2.6M 0.07% -335 -1.0%
68 AME AMETEK INC COM USD0.01 Industrials 11,582 $2.5M 0.07% +3K +38.4%
69 ALIBABA GROUP HOLDING ADR (1 TO 8) 18,757 $2.4M 0.06% +353 +1.9%
70 NEE NEXTERA ENERGY INC COM USD0.01 Utilities 24,972 $2.3M 0.06% +22K +761.7%
71 INTUITIVE SURGICAL INC COM USD0.001 4,528 $2.1M 0.06% +124 +2.8%
72 OTIS OTIS WORLDWIDE CORP COM USD0.01 Industrials 23,728 $1.8M 0.05% -736 -3.0%
73 MDLZ MONDELEZ INTL INC COM USD0.01 Consumer Defensive 30,365 $1.8M 0.05% -933 -3.0%
74 IVE ISHARES S&P 500 VALUE ETF USD INC 6,958 $1.5M 0.04%
75 ELV ELEVANCE HEALTH COM USD0.01 Healthcare 4,668 $1.4M 0.04% -2K -26.4%
76 IP INTERNATIONAL PAPER CO COM USD1.00 Consumer Cyclical 32,574 $1.2M 0.03% -1K -3.3%
77 AMGN AMGEN INC COM USD0.0001 Healthcare 3,242 $1.1M 0.03%
78 NFLX NETFLIX COM INC COM USD0.001 Communication Services 11,590 $1.1M 0.03% +710 +6.5%
79 SCHO ABBVIE INC COM USD0.01 4,923 $1.1M 0.03% +157 +3.3%
80 AFL PALANTIR TECH INC COM CL A USD0.001 Financial Services 6,920 $1.0M 0.03% +5K +340.8%
81 IVV ISHARES S&P 500 CORE ETF USD INC (US LIST) 1,547 $1.0M 0.03% -265 -14.6%
82 NEM NEWMONT GOLDCORP COM USD Basic Materials 9,040 $978K 0.03% -10K -53.6%
83 GS GOLDMAN SACHS GROUP INC COM USD0.01 Financial Services 1,118 $945K 0.03% -45 -3.9%
84 BALL BALL CORP COM NPV Consumer Cyclical 15,700 $928K 0.03% -950 -5.7%
85 BX BLACKSTONE INC COM USD0.00001 Financial Services 8,035 $924K 0.03% -304K -97.4%
86 CA8A CACI INTL INC COM CL A USD0.10 1,462 $796K 0.02% -303K -99.5%
87 IJS ISHARES S&P SMALLCAP 600 VALUE ETF USD INC 6,201 $734K 0.02%
88 MO ALTRIA GROUP INC COM USD0.33333 Consumer Defensive 10,992 $725K 0.02% -2K -15.4%
89 RSP INVESCO S&P 500 EQUAL WEIGHT ETF USD INC 3,600 $691K 0.02%
90 COST COSTCO WHOLESALE COM USD0.01 Consumer Defensive 693 $690K 0.02% -121 -14.9%
91 CONOCOPHILLIPS COM USD0.01 5,223 $689K 0.02% +4K +534.6%
92 ABT ABBOTT LABORATORIES COM NPV Healthcare 6,535 $670K 0.02% -55 -0.8%
93 MU MICRON TECHNOLOGY COM USD0.10 Technology 1,908 $644K 0.02% +249 +15.0%
94 EFA ISHARES MSCI EAFE ETF USD INC 6,232 $605K 0.02%
95 ORCL ORACLE CORP COM USD0.01 Technology 4,066 $598K 0.02% -9K -67.7%
96 GEV GE VERNOVA LLC COM USD0.01 Utilities 681 $595K 0.02% -100 -12.8%
97 PSX PHILLIPS 66 COM USD0.01 Energy 3,200 $583K 0.02% +1K +51.7%
98 COIN COINBASE GLOBAL INC COM CL A USD0.00001 Financial Services 3,186 $556K 0.01% +1K +68.9%
99 EEM ISHARES MSCI EMERGING MARKETS ETF USD INC 9,780 $555K 0.01%
100 PCAR PACCAR INC COM STK USD1 Industrials 4,730 $546K 0.01%
101 IJJ ISHARES S&P MID CAP 400 VALUE ETF USD INC 3,741 $495K 0.01%
102 AMD ADVANCED MICRO DEVICES COM USD0.01 Technology 2,352 $478K 0.01%
103 BRO BROWN & BROWN INC COM USD0.1 Financial Services 7,323 $478K 0.01% -107K -93.6%
104 APO APOLLO GLOBAL MANAGEMENT COM USD Financial Services 4,205 $468K 0.01%
105 BSX BOSTON SCIENTIFIC COM USD0.01 Healthcare 7,219 $453K 0.01%
106 DSI ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC 3,715 $450K 0.01%
107 ARQT ARCUTIS BIOTHERAPEUTICS COM USD0.0001 Healthcare 19,000 $448K 0.01%
108 EWJ ISHARES MSCI JAPAN ETF USD INC 5,300 $447K 0.01% -750 -12.4%
109 IBB ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC 2,545 $430K 0.01%
110 PODD MERCK & CO INC COM USD0.50 Healthcare 3,474 $418K 0.01%
111 MSTR STRATEGY INC COM CL A USD0.001 Technology 3,272 $409K 0.01% -2K -39.5%
112 NKE NIKE INC COM CL B NPV Consumer Cyclical 7,734 $409K 0.01% -7K -47.6%
113 GE GE AEROSPACE COM USD0.01 Industrials 1,439 $408K 0.01%
114 ARES ARES MANAGEMENT CORP COM CL A USD Financial Services 3,730 $407K 0.01%
115 OWL BLUE OWL CAPITAL INC COM CL A USD0.01 Financial Services 43,735 $399K 0.01% -2K -4.3%
116 FTNT FORTINET INC COM USD0.001 Technology 4,861 $397K 0.01%
117 JXN JACKSON FINANCIAL COM CL A USD0.01 Financial Services 3,585 $379K 0.01% +73 +2.1%
118 ADP AUTOMATIC DATA PROCESSING INC COM USD0.1 Industrials 1,660 $337K 0.01%
119 BIDUN BAIDU INC ADS (1 TO 1) 2,985 $333K 0.01% +2K +285.2%
120 GD GENERAL DYNAMICS CORPORATION COM USD1.00 Industrials 970 $333K 0.01%
121 NOV NOV INC COM USD0.01 Energy 16,881 $318K 0.01%
122 IMCR IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1) Healthcare 10,100 $304K 0.01% NEW
123 GRID FIRST TRUST NASDAQ CE SG INFRA ETF USD INC 1,855 $303K 0.01% -50 -2.6%
124 IBM IBM (INTL BUSINESS MACHINES) COM USD 0.20 Technology 1,203 $292K 0.01% -950 -44.1%
125 PAYX PAYCHEX INC COM USD0.01 Industrials 3,000 $276K 0.01%
126 AJG ARTHUR J GALLAGHER & CO COM USD1.00 Financial Services 1,236 $268K 0.01% -7K -84.7%
127 DUT MOODYS CORP COM US$0.01 600 $262K 0.01% -70 -10.4%
128 AXP AMERICAN EXPRESS CO COM USD0.20 Financial Services 801 $242K 0.01%
129 BMTA BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2) 3,855 $225K 0.01%
130 QQQM INVESCO QQQ TRUST ETF 1 USD INC 350 $202K 0.01%
131 INDY ISHARES INDIA 50 ETF USD INC 4,560 $193K 0.01%
132 IDEXX LABORATORIES COM USD0.10 313 $176K 0.01%
133 HYMC HYCROFT MINING COM CL A USD 0.0001 (P/S) Basic Materials 4,940 $174K 0.01% NEW
134 EL ESTEE LAUDER CO INC COM CL A USD0.01 Consumer Defensive 2,303 $165K 0.00% -3K -58.4%
135 CME CME GROUP INC COM STK CL A USD0.01 Financial Services 524 $155K 0.00% -68 -11.5%
136 KEX KIRBY CORP COM USD0.10 Industrials 1,100 $146K 0.00%
137 IFF INTL FLAVORS & FRAGRANCES INC COM USD0.125 Basic Materials 1,900 $138K 0.00%
138 B BARRICK MINING CORP COM NPV (US LISTED) Basic Materials 3,228 $132K 0.00% +2K +87.2%
139 HCA HCA HEALTHCARE INC COM USD0.01 Healthcare 275 $130K 0.00%
140 DOV DOVER CORP COM STK USD1.00 Industrials 548 $114K 0.00%
141 HL HECLA MINING CO COM USD0.25 Basic Materials 6,000 $112K 0.00% NEW
142 PNNT PENNANTPARK INVT C COM STK USD0.001 Financial Services 24,150 $109K 0.00%
143 DDOG DATADOG INC COM CL A USD Technology 911 $108K 0.00% +57 +6.7%
144 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 158 $108K 0.00% +90 +132.3%
145 PYPL PAYPAL HLDGS INC COM USD0.0001 Financial Services 2,315 $105K 0.00% -132 -5.4%
146 COMCAST CORP COM CL A USD0.01 3,523 $101K 0.00% -94 -2.6%
147 FISV FISERV INC COM USD0.01 Technology 1,804 $101K 0.00% -1K -38.2%
148 FSM FORTUNA MINING CORP COM NPV Basic Materials 10,000 $99K 0.00%
149 ECL ECOLAB INC COM USD1 Basic Materials 350 $93K 0.00% -50 -12.5%
150 NG NOVAGOLD RESOURCES INC COM NPV Basic Materials 9,700 $87K 0.00% -4K -27.1%
151 BBDO CAMECO CORP COM NPV Financial Services 775 $84K 0.00% -575 -42.6%
152 OCSL OAKTREE SPECIALTY COM USD (POST SPLIT) Financial Services 7,400 $84K 0.00%
153 CCO CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01 Communication Services 32,500 $77K 0.00%
154 FSLR FIRST SOLAR INC COM STK USD0.001 Energy 385 $76K 0.00% -740 -65.8%
155 BA BOEING CO COM USD5.00 Industrials 350 $70K 0.00%
156 AVTR AVANTOR INC COM USD0.01 Healthcare 8,450 $66K 0.00% -3K -26.2%
157 ADM ARCHER DANIELS MIDLAND CO COM NPV Consumer Defensive 900 $65K 0.00%
158 DCH DAUCH CORPORATION COM USD0.01 Industrials 10,786 $64K 0.00% NEW
159 CTVA CORTEVA INC COM USD0.01 Basic Materials 768 $64K 0.00%
160 MTZ MASTEC INC COM USD0.10 Industrials 200 $64K 0.00%
161 IONQ IONQ INC COM USD0.01 Technology 2,170 $63K 0.00% +150 +7.4%
162 BWXT BWX TECHNOLOGIES INC COM USD0.01 Industrials 291 $60K 0.00% +140 +92.7%
163 COHR COHERENT CORP COM NPV Technology 247 $59K 0.00%
164 URTH ISHARE MSCI WORLD ETF USD INC 300 $54K 0.00%
165 IBKR INTERACTIVE BROKERS GROUP INC COM CL A USD0.01 Financial Services 790 $53K 0.00%
166 KINDER MORGAN INC COM USD0.01 1,568 $53K 0.00%
167 HPE HEWLETT PACKARD ENTERPRISE COM USD 0.01 Technology 2,200 $52K 0.00% -300 -12.0%
168 JLL JONES LANG LASALLE INC COM USD0.01 Real Estate 170 $52K 0.00%
169 LHX L3HARRIS TECHNOLOGIES INC COM USD1.00 Industrials 150 $52K 0.00%
170 HSY HERSHEY COMPANY COM USD1 Consumer Defensive 246 $51K 0.00%
171 T AT&T INC COM USD1.00 Communication Services 1,723 $50K 0.00%
172 DNOW DNOW INC Energy 4,159 $50K 0.00%
173 LEU CENTRUS ENERGY CORP COM CL A USD0.1 Energy 280 $49K 0.00% +5 +1.8%
174 MDB MONGODB INC COM CL A USD0.001 Technology 200 $49K 0.00%
175 ITW ILLINOIS TOOLS WORKS INC COM NPV Industrials 180 $47K 0.00%
176 OXY OCCIDENTAL PETROLEUM CORP COM STK USD0.20 Energy 720 $47K 0.00%
177 ON ON SEMICONDUCTOR CORP COM USD0.01 Technology 764 $47K 0.00%
178 APD AIR PRODUCTS & CHEMICALS INC COM USD1 Basic Materials 155 $45K 0.00% -168 -52.0%
179 LTBR LIGHTBRIDGE CORP COM USD0.001 (R/S) Industrials 4,200 $45K 0.00%
180 CEG CONSTELLATION ENERGY CORP COM NPV Utilities 150 $42K 0.00% +50 +50.0%
181 ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 Financial Services 268 $42K 0.00% -15 -5.3%
182 EBAY EBAY INC COM USD0.001 (US LISTED) Consumer Cyclical 450 $41K 0.00%
183 PAAS PAN AMERICAN SILVER COM PNV Basic Materials 750 $41K 0.00% -250 -25.0%
184 HD HOME DEPOT INC COM USD0.05 Consumer Cyclical 122 $40K 0.00% +10 +8.9%
185 ORMP ORAMED PHARMACEUTICALS INC Healthcare 11,675 $40K 0.00%
186 NBIX NEUROCRINE BIOSCIENCES INC COM USD0.001 Healthcare 268 $35K 0.00%
187 DELL TECHNOLOGIES INC COM CL C USD0.01 210 $34K 0.00% NEW
188 ASPI ASP ISOTOPES INC COM USD0.01 Basic Materials 7,500 $33K 0.00%
189 MS MORGAN STANLEY COM USD0.01 Financial Services 200 $33K 0.00%
190 EFX EQUIFAX INC COM USD1.25 Industrials 175 $32K 0.00% NEW
191 GH GUARDANT HEALTH IN COM USD0.00001 Healthcare 300 $28K 0.00%
192 NTES NETEASE INC ADR (1 TO 25) Technology 250 $28K 0.00%
193 ACLS AXCELIS TECHNOLOGIES INC COM USD0.001 Technology 280 $26K 0.00%
194 INFQ INFLEQTION INC COM USD0.0001 Technology 2,500 $25K 0.00% NEW
195 EVR EVERCORE INC COM CL A USD0.01 Financial Services 80 $24K 0.00%
196 FAST FASTENAL COM USD0.01 Industrials 490 $23K 0.00% -134 -21.5%
197 ABSI ABSCI CORP COM USD0.0001 Healthcare 7,310 $22K 0.00%
198 KHC KRAFT HEINZ CO COM USD 0.01 Consumer Defensive 962 $22K 0.00% -140 -12.7%
199 MIND MIND TECH INC COM USD0.01 (POST REV SPLIT) Technology 2,590 $22K 0.00% NEW
200 PTON PELETON INTERACTIVE INC COM CL A USD0.002 Consumer Cyclical 5,151 $22K 0.00%
201 CMPS COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1) Healthcare 3,900 $21K 0.00%
202 CSGP COSTAR GROUP INC COM USD0.01 Real Estate 520 $21K 0.00%
203 GIS GENERAL MILLS INC COM USD0.10 Consumer Defensive 560 $21K 0.00%
204 NVO NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1) Healthcare 570 $21K 0.00%
205 NWSLL NEWS CORP Communication Services 800 $20K 0.00%
206 ARKK ARK INNOVATION ETF USD INC 275 $19K 0.00%
207 CRCL CIRCLE INTERNET GROUP INC COM CL A USD0.0001 Financial Services 200 $19K 0.00% NEW
208 QBTS D-WAVE QUANTUM INC COM USD0.0001 Technology 1,310 $19K 0.00% -2K -59.4%
209 GEOS GEOSPACE TECHNOLOGIES COM USD0.01 Energy 1,600 $19K 0.00% NEW
210 HPQ HEWLETT PACKARD (HP) INC COM USD0.01 Technology 1,000 $19K 0.00%
211 ITRG INTEGRA RESOURCES COM NPV (POST REV SPLIT) Basic Materials 6,800 $19K 0.00%
212 CLOUDFLARE INC COM CL A USD0.001 88 $18K
213 AWK AMERICAN WATER WORKS INC COM STK USD 0.01 Utilities 125 $17K
214 ARM ARM HOLDINGS PLC SPON ADR (1 to 1) Technology 110 $17K -61 -35.7%
215 GTLB GITLAB INC COM CL A USD0.0000025 Technology 800 $17K
216 ASH ASHLAND GLOBAL HLDGS INC COM USD0.01 Basic Materials 275 $15K
217 DXCM DEXCOM INC COM USD0.001 Healthcare 220 $14K
218 PICK ISHARES MSCI GBL METALS & MINING ETF USD INC 250 $14K NEW
219 KMB KIMBERLY-CLARK CORP COM STK USD1.25 Consumer Defensive 150 $14K
220 MP MP MATERIALS CORP COM CL A USD0.0001 Basic Materials 300 $14K
221 PTC PTC INC COM USD0.01 Technology 100 $14K
222 ATYR ATYR PHARMA INC COM USD0.001 Healthcare 16,200 $13K NEW
223 ASTS AST SPACEMOBILE INC COM USD0.0001 Technology 148 $12K +10 +7.2%
224 BSY BENTLEY SYSTEMS INC COM CL B USD0.01 Technology 350 $12K
225 INCY INCYTE CORPORATION COM USD0.001 Healthcare 120 $11K
226 HUBS HUBSPOT INC COM USD0.001 Technology 43 $10K
227 MNST MONSTER BEV CORP COM USD0.005 Consumer Defensive 135 $10K
228 AM6 AMICUS THERAPEUTIC COM USD0.01 600 $9K
229 AUTL AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS Healthcare 6,300 $9K
230 CRWD CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A Technology 24 $9K -92 -79.3%
231 ABNB AIRBNB INC COM CL A USD0.0001 Consumer Cyclical 67 $8K
232 SILJ AMPLIFY JUNIOR SILVER MINERS ETF USD INC 264 $8K NEW
233 EW EDWARDS LIFESCIENCES CORP COM USD1 Healthcare 100 $8K
234 INDV INDIVIOR PHARMACEUTICALS ORD USD0.001 Healthcare 258 $8K NEW
235 KTOS KRATOS DEFENSE & SECURITY COM USD0.001 Industrials 118 $8K NEW
236 RVTY PERKINELMER INC COM USD1 Healthcare 90 $8K
237 CADL CANDEL THERAPEUTICS INC COM USD0.01 Healthcare 1,350 $7K
238 AUR AURORA INNOVATION COM CL A USD0.0001 Technology 1,500 $6K
239 DHR DANAHER CORP COM USD0.01 Healthcare 34 $6K -576 -94.4%
240 EMBC EMBECTA CORP COM USD0.01 WI Healthcare 665 $6K -120 -15.3%
241 LKQ1 LKQ CORP COM USD0.01 220 $6K
242 ASAN ASANA INC COM CL A USD0.00001 Technology 838 $5K
243 BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS Healthcare 61 $5K
244 CDZI CADIZ INC COM USD0.01 Utilities 1,000 $5K
245 DD DUPONT DE NEMOURS INC COM USD0.01 Basic Materials 120 $5K
246 KDP KEURIG DR PEPPER INC COM USD0.01 Consumer Defensive 186 $5K
247 RAMP LIVERAMP HOLDINGS COM USD0.10 Technology 207 $5K
248 MGM MGM RESORTS INTL COM USD0.01 Consumer Cyclical 125 $5K
249 OKTA OKTA INC COM CL A USD0.0001 Technology 56 $4K
250 BMNR BITMINE IMMERSION COM USD0.001 (P/S) Financial Services 135 $3K
251 TAN INVESCO SOLAR ETF USD INC 58 $3K
252 MXCT MAXCYTE INC COM STK USD0.01 Healthcare 4,000 $3K
253 MVST MICROVAST HLDGS INC COM USD0.0001 Industrials 2,120 $3K
254 AVAV AEROVIRONMENT INC COM USD0.0001 Industrials 10 $2K NEW
255 CRWV COREWEAVE INC COM CL A USD0.000005 Technology 30 $2K -655 -95.6%
256 CRCT CRICUT INC COM USD0.001 Technology 500 $2K
257 GXO GXO LOGISTICS INC COM USD0.01 Industrials 39 $2K
258 ILMN ILLUMINA INC COM USD0.01 Healthcare 20 $2K
259 INMB INMUNE BIO INC COM USD0.001 Healthcare 2,000 $2K
260 FWONA LIBERTY MEDIA CORP FORMULA ONE COM A USD0.01 Communication Services 30 $2K
261 OPEN OPENDOOR TECHNOLOGY COM USD Real Estate 450 $2K
262 CALY CALLAWAY GOLF COMPANY COM USD 0.01 Consumer Cyclical 99 $1K
263 DXC DXC TECHNOLOGY CO COM USD0.01 Technology 85 $1K
264 GEHC GE HEALTHCARE TECH COM USD0.01 Healthcare 20 $1K
265 NIO NIO INC SPON ADR (1 TO 1) Consumer Cyclical 181 $1K
266 FRMM FORUM MARKETS INC COM USD0.0001 (P/S) Technology 215 $1K
267 AMC AMC ENTERTAINMENT HLDGS INC COM A USD0.01 Communication Services 56
268 ATAI ATAIBECKLEY INC COM USD0.01 Healthcare 56 NEW
269 BATL BATTALION OIL CORP COM USD0.0001 Energy 1
270 BYND BEYOND MEAT INC COM USD 0.0001 Consumer Defensive 60
271 LMND LEMONADE INC COM USD0.00001 Financial Services 4
272 MBLY MOBILEYE GBL INC COM CL A USD0.01 Consumer Cyclical 40
273 NVAX NOVAVAX INC COM USD0.01 Healthcare 50
Sector Allocation
Technology 37.5%
Communication Services 15.8%
Consumer Cyclical 14.3%
Financial Services 9.0%
Industrials 8.0%
Consumer Defensive 7.1%
Healthcare 4.2%
Energy 3.7%
Utilities 0.2%
Basic Materials 0.1%