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Monthly Detail

August 2025

Monthly Return

-0.34%

Portfolio Value

$13.43M

Monthly Return

-0.34%

# Stocks

20

Holdings Shown

20

Portfolio Holdings

20 positions for the period 2025-08-06 to 2025-08-29.

SymbolStockNewBegin $End $DivGain %
APGApi Group Cp$34.71$35.68$0.00+2.79%
AVGOBroadcom IncNEW$301.67$297.39$0.00-1.42%
CNMCore&Main IncNEW$63.54$64.72$0.00+1.86%
DGDollar GeneralNEW$113.32$108.76$0.00-4.02%
DLTRDollar Tree IncNEW$116.37$109.17$0.00-6.19%
EBAYEbay IncNEW$92.54$90.61$0.29-1.77%
FIVEFive Below Inc$135.53$145.10$0.00+7.06%
JBLJabil Inc$220.68$204.83$0.08-7.15%
KLACKla CorpNEW$888.28$872.00$1.90-1.62%
METAMeta PlatformsNEW$771.99$738.70$0.00-4.31%
NEMNewmont CorpNEW$67.92$74.40$0.00+9.54%
NRGNrg Energy Inc$148.56$145.56$0.00-2.02%
NVDANvidia CorpNEW$179.42$174.18$0.00-2.92%
SGISomnigroup IntlNEW$73.64$83.95$0.15+14.20%
SLMSlm Corp$31.84$31.28$0.00-1.76%
SMCISuper Micro ComNEW$46.79$41.54$0.00-11.22%
STXSeagate Tec HldNEW$147.27$167.40$0.00+13.67%
TELTe Connect-LtdNEW$200.05$206.50$0.71+3.58%
TPRTapestry Inc$112.15$101.82$0.00-9.21%
VSTVistra Corp$200.85$189.11$0.00-5.85%

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.