Current Holdings 27 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| HCI | HCI Group Inc. | 3.3% | 22 | $150.49 | $150.49 | +0.0% | |
| PEBO | Peoples Bancorp Inc. | 3.3% | 103 | $32.15 | $32.15 | +0.0% | |
| GE | General Electric Co | Aerospace & Defense | 3.3% | 11 | $282.81 | $282.81 | +0.0% |
| GNTX | Gentex Corp | Auto Components | 3.3% | 154 | $21.62 | $21.62 | +0.0% |
| ABCB | Ameris Bancorp | Banking | 3.3% | 43 | $76.10 | $76.10 | +0.0% |
| BAC | Bank of America Corp | Banking | 3.3% | 70 | $47.15 | $47.15 | +0.0% |
| BANF | BancFirst Corp | Banking | 3.3% | 31 | $107.13 | $107.13 | +0.0% |
| BANR | Banner Corp | Banking | 3.3% | 55 | $60.20 | $60.20 | +0.0% |
| BAP | Credicorp Ltd | Banking | 3.3% | 10 | $320.33 | $320.33 | +0.0% |
| BMO | Bank of Montreal | Banking | 3.3% | 25 | $132.20 | $132.20 | +0.0% |
| BSRR | Sierra Bancorp | Banking | 3.3% | 100 | $33.31 | $33.31 | +0.0% |
| CAC | Camden National Corp | Banking | 3.3% | 71 | $46.49 | $46.49 | +0.0% |
| CASH | Pathward Financial Inc | Banking | 3.3% | 38 | $87.70 | $87.70 | +0.0% |
| CHCO | City Holding Co | Banking | 3.3% | 27 | $119.45 | $119.45 | +0.0% |
| CHMG | Chemung Financial Corp | Banking | 3.3% | 62 | $53.58 | $53.58 | +0.0% |
| CIVB | Civista Bancshares Inc | Banking | 3.3% | 147 | $22.57 | $22.57 | +0.0% |
| FBIZ | First Business Financial Services Inc | Banking | 3.3% | 62 | $53.54 | $53.54 | +0.0% |
| FBNC | First Bancorp (North Carolina) | Banking | 3.3% | 59 | $55.56 | $55.56 | +0.0% |
| FCBC | First Community Bankshares Inc | Banking | 3.3% | 80 | $41.36 | $41.36 | +0.0% |
| FCCO | First Community Corp (South Carolina) | Banking | 3.3% | 115 | $28.76 | $28.76 | +0.0% |
| FCF | First Commonwealth Financial Corp | Banking | 3.3% | 192 | $17.31 | $17.31 | +0.0% |
| FFBC | First Financial Bancorp | Banking | 3.3% | 121 | $27.41 | $27.41 | +0.0% |
| FFIC | Flushing Financial Corp | Banking | 3.3% | 223 | $14.94 | $14.94 | +0.0% |
| FFIN | First Financial Bankshares Inc | Banking | 3.3% | 114 | $29.19 | $29.19 | +0.0% |
| FHN | First Horizon Corp | Banking | 3.3% | 150 | $22.13 | $22.13 | +0.0% |
| FIBK | First Interstate Bancsystem Inc | Banking | 3.3% | 101 | $32.81 | $32.81 | +0.0% |
| FISI | Financial Institutions Inc | Banking | 3.3% | 107 | $30.89 | $30.89 | +0.0% |
About This Portfolio
Investment Thesis
Mega Moats focuses on Top 30 US companies by market cap ($200B+) with durable competitive advantages.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 27 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Mega Cap 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
Moderate Growth
Inception Date
2026-03-30
AI Engine
Mega Moats Bot
Followers
0
Want to see every trade and rationale?
Sign in to view the full trade log, AI committee deliberations, and monthly digests for this portfolio.
Start Free →