Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GOOGL Alphabet Inc	4.1M	$1.3B	5.0%	—	$242.50	+29.42%	7 qtrs	Increased 60
QQQ INVESCO QQQ TR	682,056	$418.9M	1.6%	—	$548.47	+12.94%	3 qtrs	Decreased 0
AVGO Broadcom Inc	1.1M	$394.5M	1.5%	—	$215.90	+62.04%	7 qtrs	Increased 60
AMZN Amazon.com Inc	1.4M	$329.4M	1.3%	—	$190.73	+21.92%	13 qtrs	Decreased 0
MSFT Microsoft Corp	590,275	$285.4M	1.1%	—	$444.03	+9.79%	16 qtrs	Decreased 0
XLV SELECT SECTOR SPDR TR	1.7M	$256.6M	1.0%	—	$155.68	0.00%	1 qtr	New 60
EWZ ISHARES INC	6.3M	$200.7M	0.8%	—	$31.45	+1.72%	4 qtrs	Increased 69
NVDA NVIDIA Corp	1.1M	$199.2M	0.8%	—	$163.34	+14.82%	9 qtrs	Decreased 0
AAPL Apple Inc	643,312	$174.9M	0.7%	—	$254.74	+7.10%	2 qtrs	Increased 45
MU Micron Technology Inc	569,743	$162.6M	0.6%	—	$105.96	+176.17%	5 qtrs	Decreased 0
META Meta Platforms Inc	208,552	$137.7M	0.5%	—	$642.21	+3.70%	8 qtrs	Decreased 0
C Citigroup Inc	1.1M	$123.2M	0.5%	—	$102.02	+14.30%	3 qtrs	Decreased 0
MS Morgan Stanley	624,962	$111M	0.4%	—	$175.15	+1.69%	5 qtrs	Increased 58
CRWD Crowdstrike Holdings Inc	216,542	$101.5M	0.4%	—	$475.63	0.00%	1 qtr	New 50
EXE Expand Energy Corp	862,568	$95.2M	0.4%	—	$112.02	0.00%	1 qtr	New 49
EQT EQT Corp	1.7M	$93.3M	0.4%	—	$54.63	0.00%	1 qtr	New 49
AMAT Applied Materials Inc	354,754	$91.2M	0.4%	—	$259.12	+0.33%	2 qtrs	Increased 58
GS Goldman Sachs Group Inc/The	99,347	$87.3M	0.3%	—	$565.81	+56.31%	5 qtrs	Decreased 0
CLS CELESTICA INC	285,615	$84.4M	0.3%	—	$264.88	+13.03%	3 qtrs	Increased 57
CVX Chevron Corp	539,500	$82.2M	0.3%	—	$150.83	0.00%	1 qtr	New 49
PCG PG&E Corp	5M	$80.6M	0.3%	—	$14.99	+6.94%	2 qtrs	Decreased 0
STX Seagate Technology Holdings PLC	279,895	$77.1M	0.3%	—	$140.63	+99.16%	3 qtrs	Decreased 0
LITE Lumentum Holdings Inc	200,624	$73.9M	0.3%	—	$94.75	+291.75%	3 qtrs	Decreased 0
VST Vistra Corp	441,944	$71.3M	0.3%	—	$114.51	+42.01%	7 qtrs	Decreased 0
COHR Coherent Corp	368,038	$67.9M	0.3%	—	$86.77	+115.30%	7 qtrs	Decreased 0
Showing 25 of 87 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AVGOBroadcom Inc

Q1 2025 → Q4 2025+628,202 shares+$275.8M

BABAALIBABA GROUP HLDG LTD

Q3 2025 → Q4 2025+293,997 shares+$48M

GOOGLAlphabet Inc

Q3 2025 → Q4 2025+3.9M shares+$1.3B

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer