Holdings
Sbh All Cap Fund
As of Jun 30, 2026, Sbh All Cap Fund reported 50 positions worth US$47.1M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 5,741 | US$2.05M | −1,676 | Jun 30, 2026 |
| Nvidia Corporation | 9,862 | US$1.97M | −1,925 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 5,773 | US$1.97M | −965 | Jun 30, 2026 |
| Ati Inc. | 9,930 | US$1.96M | −2,790 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,779 | US$1.62M | −1,323 | Jun 30, 2026 |
| Microsoft Corp. | 4,205 | US$1.57M | −748 | Jun 30, 2026 |
| Marvell Technology, Inc. | 5,090 | US$1.52M | −3,786 | Jun 30, 2026 |
| Quanta Services, Inc. | 2,073 | US$1.49M | −405 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,547 | US$1.49M | −888 | Jun 30, 2026 |
| Arista Networks, Inc. | 8,197 | US$1.39M | −654 | Jun 30, 2026 |