Back to 2026
Monthly Detail
March 2026
Monthly Return
-5.68%
Portfolio Value
$21.82M
Monthly Return
-5.68%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2026-02-27 to 2026-03-09.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| AA | Alcoa Corp | $62.08 | $61.16 | $0.00 | -0.01% | |
| ALB | Albemarle Corp | NEW | $178.67 | $169.57 | $0.00 | -0.05% |
| AMKR | Amkor Tech Inc | NEW | $47.82 | $43.22 | $0.00 | -0.10% |
| ARWR | Arrowhead Pharm | NEW | $63.27 | $60.67 | $0.00 | -0.04% |
| CYTK | Cytokinetcs Inc | NEW | $62.22 | $62.42 | $0.00 | +0.00% |
| ELAN | Elanco Animal | $26.40 | $23.94 | $0.00 | -0.09% | |
| FTI | Technipfmc Plc | $66.31 | $63.45 | $0.00 | -0.04% | |
| GNRC | Generac Holding | NEW | $225.37 | $207.11 | $0.00 | -0.08% |
| MKSI | Mks Inc | $244.46 | $218.36 | $0.00 | -0.11% | |
| MRNA | Moderna Inc | NEW | $53.57 | $55.74 | $0.00 | +0.04% |
| MU | Micron Tech | $412.37 | $389.32 | $0.00 | -0.06% | |
| NEM | Newmont Corp | $130.00 | $116.96 | $0.26 | -0.10% | |
| ROIV | Roivant Science | $28.94 | $29.53 | $0.00 | +0.02% | |
| SATS | Echostar Corp | $115.53 | $109.92 | $0.00 | -0.05% | |
| SNDK | Sandisk Corp | $635.36 | $588.73 | $0.00 | -0.07% | |
| STX | Seagate Tec Hld | NEW | $407.84 | $374.33 | $0.00 | -0.08% |
| TPR | Tapestry Inc | NEW | $155.47 | $145.50 | $0.40 | -0.06% |
| VAL | Valaris Ltd | $95.85 | $90.81 | $0.00 | -0.05% | |
| WDC | Western Digital | $279.70 | $262.06 | $0.13 | -0.06% | |
| WFRD | Weatherford Int | $105.46 | $90.95 | $0.00 | -0.14% |
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.