Portfolio
A Fully Disclosed
Focus Portfolio.
A monthly view of my holdings, position sizes, investment theses, and long-term approach to portfolio management.
As of 31 Aug 2026 · Updated monthlyStock market value$121,301.99USD
Net cost basis$96,425.37Purchases and transaction fees
Total return+26.26%Cumulative cost-basis return
Holdings18Stocks and ETFs
Current holdings
18 disclosed positions.
Click any column heading to sort. Prices and market values use closing prices as of 31 Aug 2026.
AMD30$470.72$111.48$14,121.60+322.3%11.6%
MSFT25$507.29$430.63$12,682.25+17.8%10.5%
UNH25$389.41$362.45$9,735.25+7.4%8.0%
META15$572.34$645.80$8,585.10-11.4%7.1%
AMZN33$259.77$200.42$8,572.41+29.6%7.1%
GRNY300$27.83$17.89$8,349.00+55.6%6.9%
DELL18$456.01$102.97$8,208.18+342.9%6.8%
PYPL150$52.67$71.90$7,899.75-26.8%6.5%
ADBE25$292.79$340.24$7,319.75-13.9%6.0%
NVDA29.5$220.78$132.60$6,513.01+66.5%5.4%
LLY5$1,156.73$745.40$5,783.65+55.2%4.8%
GOOG15$335.41$184.27$5,031.15+82.0%4.1%
DUOL30$148.36$275.20$4,450.80-46.1%3.7%
VGT32$120.49$77.06$3,855.68+56.4%3.2%
TSLA10$367.95$260.60$3,679.50+41.2%3.0%
BRK.B6$504.03$459.99$3,024.18+9.6%2.5%
BMNR100$25.32$32.04$2,532.00-21.0%2.1%
MU1$958.73$746.99$958.73+28.3%0.8%
Total$121,301.99+25.80%