Back to 2026
Monthly Detail
March 2026
Monthly Return
+1.62%
Portfolio Value
$20.74M
Monthly Return
+1.62%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2026-03-09 to 2026-03-31.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| ALB | Albemarle Corp | NEW | $169.57 | $179.53 | $0.41 | +6.11% |
| AA | Alcoa Corp | $61.16 | $66.33 | $0.10 | +8.62% | |
| AMKR | Amkor Tech Inc | NEW | $43.22 | $45.03 | $0.08 | +4.38% |
| ARWR | Arrowhead Pharm | NEW | $60.67 | $62.70 | $0.00 | +3.35% |
| CYTK | Cytokinetcs Inc | NEW | $62.42 | $65.91 | $0.00 | +5.59% |
| SATS | Echostar Corp | $109.92 | $117.07 | $0.00 | +6.50% | |
| ELAN | Elanco Animal | $23.94 | $23.93 | $0.00 | -0.04% | |
| GNRC | Generac Holding | NEW | $207.11 | $195.33 | $0.00 | -5.69% |
| MU | Micron Tech | $389.32 | $337.84 | $0.15 | -13.18% | |
| MKSI | Mks Inc | $218.36 | $229.81 | $0.00 | +5.24% | |
| MRNA | Moderna Inc | NEW | $55.74 | $50.80 | $0.00 | -8.86% |
| NEM | Newmont Corp | $116.96 | $108.25 | $0.00 | -7.45% | |
| ROIV | Roivant Science | $29.53 | $27.70 | $0.00 | -6.20% | |
| SNDK | Sandisk Corp | $588.73 | $635.34 | $0.00 | +7.92% | |
| STX | Seagate Tec Hld | NEW | $374.33 | $391.76 | $0.74 | +4.85% |
| TPR | Tapestry Inc | NEW | $145.50 | $141.11 | $0.00 | -3.02% |
| FTI | Technipfmc Plc | $63.45 | $69.13 | $0.05 | +9.03% | |
| VAL | Valaris Ltd | $90.81 | $98.04 | $0.00 | +7.96% | |
| WFRD | Weatherford Int | $90.95 | $94.58 | $0.00 | +3.99% | |
| WDC | Western Digital | $262.06 | $270.49 | $0.00 | +3.22% |
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.