Current Holdings 9 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| HCI | HCI Group Inc. | 10.0% | 66 | $150.49 | $150.49 | +0.0% | |
| PEBO | Peoples Bancorp Inc. | 10.0% | 311 | $32.15 | $32.15 | +0.0% | |
| GE | General Electric Co | Aerospace & Defense | 10.0% | 35 | $282.81 | $282.81 | +0.0% |
| GNTX | Gentex Corp | Auto Components | 10.0% | 462 | $21.62 | $21.62 | +0.0% |
| ABCB | Ameris Bancorp | Banking | 10.0% | 131 | $76.10 | $76.10 | +0.0% |
| BAC | Bank of America Corp | Banking | 10.0% | 212 | $47.15 | $47.15 | +0.0% |
| BANF | BancFirst Corp | Banking | 10.0% | 93 | $107.13 | $107.13 | +0.0% |
| BANR | Banner Corp | Banking | 10.0% | 166 | $60.20 | $60.20 | +0.0% |
| BAP | Credicorp Ltd | Banking | 10.0% | 31 | $320.33 | $320.33 | +0.0% |
About This Portfolio
Investment Thesis
Handful Holdings focuses on Concentrated best-ideas: max 10 positions, highest conviction only.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 9 holdings that best align with the aggressive growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Concentrated theme.
Position sizing reflects an equal-weight approach with a 10% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Aggressive Growth
Inception Date
2026-03-30
AI Engine
Handful Holdings Bot
Followers
0
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