| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | ▼Date | |
|---|---|---|---|---|---|---|
CSWCCapital Southwest | 2.42% | ▼1.62% | 5 | Open | Nov 04, 2026 | |
ADCAgree Realty | — | ▲20.19% | 5 | Open | Nov 03, 2026 | |
NFLXNetflix | 1.88% | ▲4.36% | 7 | Open | Nov 03, 2026 | |
DVNDevon Energy | — | ▼3.66% | 7 | Close | Nov 03, 2026 | |
INTUIntuit | 2.56% | ▲25.70% | 4 | Sell | Nov 03, 2026 | |
PEGPublic Service Enterprise | — | ▲0.16% | 3 | Open | Nov 03, 2026 | |
CHPYYieldMax Semiconductor Portfolio Option Income ETF | 1.66% | ▲6.16% | 3 | Open | Nov 03, 2026 | |
SOFISoFi | — | ▲2.05% | 4 | Close | Nov 03, 2026 | |
GOOGAlphabet Class C | 13.21% | ▲35.20% | 4 | Open | Oct 30, 2026 | |
NOCNorthrop Grumman | — | ▲6.71% | 5 | Close | Oct 30, 2026 | |
CLSCelestica | — | ▼6.09% | 2 | Close | Oct 30, 2026 | |
SYKStryker | — | ▲6.40% | 1 | Open | Oct 30, 2026 | |
NSSCNapco Security Technologies | — | ▲8.97% | 4 | Close | Oct 29, 2026 | |
GOOGLAlphabet Class A | — | ▼9.03% | 6 | Close | Oct 29, 2026 | |
ISRGIntuitive Surgical | — | ▲25.30% | 4 | Close | Oct 29, 2026 | |
SPGIS&P Global | — | ▲10.36% | 5 | Close | Oct 29, 2026 | |
BACBank of America | — | ▲0.57% | 2 | Close | Oct 29, 2026 | |
IAUMiShares Gold Trust Micro ETF of Benef Interest | 5.39% | ▼7.43% | 6 | Buy | Oct 28, 2026 | |
SANMSanmina-Sci | — | ▲3.71% | 2 | Close | Oct 28, 2026 | |
BKNGBooking Holdings | 7.39% | ▲0.33% | 7 | Buy | Oct 27, 2026 |