Stock Portfolio
About this Fund
Stock Portfolio is a renowned mutual fund company that has been at the forefront of asset management, providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual fund schemes, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. By leveraging its expertise in investment management, Stock Portfolio enables its clients to navigate the complexities of the financial markets and make informed decisions about their investments. The company's investment approach is centered around a rigorous research process, which involves a thorough analysis of market trends, economic conditions, and company fundamentals to identify potential opportunities for growth and returns. For investors seeking to invest in a disciplined and systematic manner, Stock Portfolio offers a systematic investment plan (SIP) that allows them to invest a fixed amount of money at regular intervals, regardless of the market's performance, thereby helping them to reduce timing risks and avoid emotional decision-making. The company's product suite includes funds that focus on specific sectors, such as technology, healthcare, and finance, as well as funds that adopt a more diversified approach, investing across various industries and asset classes. Stock Portfolio's investment team comprises experienced professionals who have a deep understanding of the markets and a proven track record of delivering strong performance, which has earned the trust and confidence of its clients. The company's commitment to transparency, accountability, and customer-centricity has fostered long-term relationships with its investors, who appreciate the personalized service and guidance provided by the company's dedicated team of investment specialists. As a trusted partner in wealth management, Stock Portfolio prioritizes the needs of its clients, providing them with access to a range of investment tools, research reports, and market insights that enable them to make informed decisions about their investments. The company's website and mobile app offer a user-friendly platform for investors to manage their portfolios, track their investments, and stay up-to-date with the latest market news and trends. With its strong foundation in asset management and its dedication to delivering exceptional investment experiences, Stock Portfolio has established itself as a leading mutual fund company, serving the investment needs of a diverse client base, including individual investors, institutions, and financial advisors. By combining its expertise in investment management with a deep understanding of its clients' needs and goals, Stock Portfolio is well-positioned to continue providing innovative investment solutions that help its clients achieve their financial objectives and build lasting wealth. The company's investor-focused approach is reflected in its commitment to providing high-quality customer service, ensuring that clients have access to timely and accurate information about their investments, and offering personalized support and guidance to help them navigate the complexities of the financial markets. Stock Portfolio's experienced team of investment professionals works closely with clients to understand their unique needs and goals, developing tailored investment strategies that align with their risk profiles and financial objectives. By fostering a culture of transparency, integrity, and excellence, Stock Portfolio has earned the trust and loyalty of its clients, who appreciate the company's unwavering commitment to helping them achieve their long-term investment goals. As a respected and reliable partner in the mutual fund industry, Stock Portfolio continues to innovate and adapt to the evolving needs of its clients, staying at the forefront of asset management and investment trends to deliver exceptional results and build lasting relationships with its clients.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ABBV AbbVie Inc Since 2026-05-10 | 00287Y109 | Equity (Common) |
1.97%
|
$15.72 | 68,817 |
| 2 | GOOG Alphabet Inc Since 2026-05-10 | 02079K107 | Equity (Common) |
6.70%
|
$53.39 | 170,143 |
| 3 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
5.15%
|
$41.09 | 178,010 |
| 4 | AME AMETEK Inc Since 2026-05-10 | 031100100 | Equity (Common) |
1.19%
|
$9.53 | 46,394 |
| 5 | ADI Analog Devices Inc Since 2026-05-10 | 032654105 | Equity (Common) |
1.39%
|
$11.11 | 40,981 |
| 6 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
6.90%
|
$55.01 | 202,358 |
| 7 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
4.13%
|
$32.92 | 95,108 |
| 8 | BURL Burlington Stores Inc Since 2026-05-10 | 122017106 | Equity (Common) |
1.34%
|
$10.72 | 37,115 |
| 9 | COP ConocoPhillips Since 2026-05-10 | 20825C104 | Equity (Common) |
1.32%
|
$10.50 | 112,120 |
| 10 | CSGP CoStar Group Inc Since 2026-05-10 | 22160N109 | Equity (Common) |
1.11%
|
$8.84 | 131,451 |
| 11 | DPZ Domino's Pizza Inc Since 2026-05-10 | 25754A201 | Equity (Common) |
1.27%
|
$10.16 | 24,372 |
| 12 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
3.46%
|
$27.56 | 41,756 |
| 13 | AJG Arthur J Gallagher & Co Since 2026-05-10 | 363576109 | Equity (Common) |
1.13%
|
$9.01 | 34,795 |
| 14 | ICE Intercontinental Exchange Inc Since 2026-05-10 | 45866F104 | Equity (Common) |
1.31%
|
$10.44 | 64,447 |
| 15 | LPLA LPL Financial Holdings Inc Since 2026-05-10 | 50212V100 | Equity (Common) |
1.18%
|
$9.37 | 26,231 |
| 16 | LYV Live Nation Entertainment Inc Since 2026-05-10 | 538034109 | Equity (Common) |
1.11%
|
$8.83 | 61,962 |
| 17 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
1.55%
|
$12.32 | 131,452 |
| 18 | PANW Palo Alto Networks Inc Since 2026-05-10 | 697435105 | Equity (Common) |
1.23%
|
$9.77 | 53,051 |
| 19 | SPGI S&P Global Inc Since 2026-05-10 | 78409V104 | Equity (Common) |
1.58%
|
$12.61 | 24,120 |
| 20 | FOUR Shift4 Payments Inc Since 2026-05-10 | 82452J109 | Equity (Common) |
0.46%
|
$3.70 | 58,767 |
| 21 | SNPS Synopsys Inc Since 2026-05-10 | 871607107 | Equity (Common) |
1.23%
|
$9.81 | 20,878 |
| 22 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
1.35%
|
$10.75 | 18,558 |
| 23 | TW Tradeweb Markets Inc Since 2026-05-10 | 892672106 | Equity (Common) |
1.15%
|
$9.15 | 85,057 |
| 24 | TRU TransUnion Since 2026-05-10 | 89400J107 | Equity (Common) |
1.38%
|
$11.04 | 128,685 |
| 25 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
2.79%
|
$22.24 | 63,406 |
| 26 | WMT Walmart Inc Since 2026-05-10 | 931142103 | Equity (Common) |
1.84%
|
$14.64 | 131,428 |
| 27 | WCN Waste Connections Inc Since 2026-05-10 | 94106B101 | Equity (Common) |
1.07%
|
$8.54 | 48,715 |