CIK: 0001643792
Total reported value
$1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | Adobe INC | Stock-Tech | — | — | — | |
| 2 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | — | — | — | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | — | — | -100.00% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | — | — | — | |
| 5 | FISV | Fiserv INC | Stock-Other | — | — | — | |
| 6 | INTU | Intuit INC | Stock-Tech | — | — | — | |
| 7 | ISRG | Intuitive Surgical INC | Stock-Healthcare | — | — | — | |
| 8 | NFLX | Netflix INC | Stock-Comm Services | — | — | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | — | — | — | |
| 10 | NOW | Servicenow INC | Stock-Tech | — | — | — | |
| 11 | ✓ | Cmb Tech NV | Stock-Other | — | — | — | |
| 12 | FRO | Frontline plc | Stock-Other | — | — | -100.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FRO | Frontline plc | -0.2% | +52.45% | Add |
| 2 | NVDA | Nvidia CORP | -3.9% | — | Add |
| 3 | ADBE | Adobe INC | — | NEW | New buy |
| 4 | INTU | Intuit INC | — | NEW | New buy |
| 5 | NFLX | Netflix INC | — | NEW | New buy |
| 6 | NOW | Servicenow INC | — | NEW | New buy |
| 7 | ISRG | Intuitive Surgical INC | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 9 | AAPL | Apple INC | — | EXIT | Sold out |
| 10 | FISV | Fiserv INC | — | NEW | New buy |
| 11 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 12 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | BAC | Bank Of America CORP | — | NEW | New buy |
| 15 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 16 | ✓ | Golden Ocean Group LTD | — | EXIT | Sold out |
| 17 | ✓ | Cmb Tech NV | — | NEW | New buy |