Back to 2025
Monthly Detail
January 2025
Monthly Return
+5.06%
Portfolio Value
$13.93M
Monthly Return
+5.06%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2025-01-08 to 2025-01-31.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| APO | Apollo Glbl Mgt | NEW | $161.98 | $170.98 | $0.00 | +5.56% |
| CBRE | Cbre Group Inc | NEW | $129.78 | $144.74 | $0.00 | +11.53% |
| CCL | Carnival Corp | $24.18 | $27.67 | $0.00 | +14.43% | |
| CNX | Cnx Resources | $31.24 | $27.38 | $0.00 | -12.36% | |
| CRS | Carpenter Tech | NEW | $183.85 | $193.06 | $0.20 | +5.12% |
| FOUR | Shift4 Payments | $106.51 | $119.85 | $0.00 | +12.52% | |
| FOX | Fox Corp-B | $46.61 | $48.60 | $0.00 | +4.27% | |
| FYBR | Frontier Commun | NEW | $35.31 | $35.76 | $0.00 | +1.27% |
| IP | Intl Paper | $54.68 | $55.63 | $0.00 | +1.74% | |
| JEF | Jefferies Finl | $80.13 | $78.89 | $0.00 | -1.55% | |
| KD | Kyndryl Holdngs | $37.72 | $37.96 | $0.00 | +0.64% | |
| KKR | Kkr & Co Inc | $148.24 | $167.07 | $0.00 | +12.70% | |
| KMI | Kinder Morgan | $28.29 | $27.48 | $0.00 | -2.86% | |
| OLLI | Ollies Bgn Outl | NEW | $104.45 | $111.51 | $0.00 | +6.76% |
| RCL | Royal Caribbean | $227.22 | $266.60 | $0.00 | +17.33% | |
| TPR | Tapestry Inc | NEW | $68.53 | $72.94 | $0.00 | +6.44% |
| TRGP | Targa Resources | $191.98 | $196.80 | $0.75 | +2.90% | |
| UAL | United Airlines | $103.72 | $105.84 | $0.00 | +2.04% | |
| VNO | Vornado Rlty Tr | NEW | $39.94 | $43.26 | $0.00 | +8.31% |
| VST | Vistra Corp | $160.81 | $168.03 | $0.00 | +4.49% |
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.