Fund Holdings — Close Asset Management Ltd

Total Portfolio Value
$3.76M
Total Bought
$201.7K
Total Sold
$575.8K
Net Transaction
-$374.1K
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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KLA CORPORATION COM USD0.001(KLAC)102,168736,310+634,1421502225.91%+72
ALPHABET INC COM CL A USD0.001(GOOG)1,268,5461,169,996-98,55036541811.12%+53
LAM RESEARCH CORP COM USD0.001 (P/S)(LRCX)955,076584,653-370,4232042536.75%+49
JOHNSON & JOHNSON COM USD1.00(JNJ)50,148157,527+107,37912401.07%+28
AMAZON COM INC COM USD0.01(AMZN)1,607,4031,519,591-87,8123353629.64%+27
NVIDIA CORP COM USD0.001(NVDA)377,075462,177+85,10266922.46%+27
ALPHABET INC COM CL C USD0.001(GOOG)367,229351,544-15,6851051243.31%+19
ANALOG DEVICES INC COM USD0.16 2/3(ADI)347,965325,165-22,8001111293.44%+18
BROADCOM INC COM USD0.001(AVGO)544,408483,551-60,8571681824.86%+14
CATERPILLAR INC COM USD1.00(CAT)10,62318,937+8,3148200.54%+13
ELI LILLY & CO COM NPV(LLY)38,98939,899+91036481.27%+12
APPLE INC COM NPV(AAPL)216,868219,083+2,21555631.69%+8
CISCO SYSTEMS INC COM USD0.001(CSCO)218,257206,932-11,32517240.65%+7
CADENCE DESIGN SYSTEMS INC COM USD0.01(CDNS)68,32669,448+1,12219260.69%+7
AMPHENOL CORP COM USD0.0011,082,026810,311-271,7151371433.80%+6
HONEYWELL INTL INC COM USD1 (R/S)026,972+26,972060.16%+6
CELESTICA INC COM NPV(CLS)95,70090,500-5,20027330.88%+6
HONEYWELL AEROSPACE INC COM USD0.01026,972+26,972060.16%+6
HILTON GRAND VACATIONS COM USD0.01(HGV)1,199,9401,003,440-196,50047531.40%+6
MICRON TECHNOLOGY COM USD0.10(MU)1,9084,951+3,043160.15%+5
CAPITAL ONE FINANCIAL CORP COM USD0.01(COF)734,993690,917-44,0761341393.69%+5
FREEPORT-MCMOR C&G INC COM STK USD0.10(FCX)971,842965,562-6,28057611.62%+4
ORACLE CORP COM USD0.01(ORCL)4,06621,966+17,900130.09%+3
DT MIDSTREAM INC COM USD0.01(DTM)881,000823,100-57,9001191213.22%+2
BOOKING HLDGS INC COM USD0.008(BKNG)9,409234,301+224,89240421.11%+2
JP MORGAN CHASE & CO COM USD1(JPM)62,60862,620+1218200.55%+2
BERKSHIRE HATHAWAY CL B USD0.003384,34684,627+28140421.13%+2
CARRIER GLOBAL CORP COM USD0.01(CARR)112,444111,504-940680.22%+2
CITIGROUP INC COM USD0.01(C)79,74676,226-3,5209110.28%+2
ADVANCED MICRO DEVICES COM USD0.01(AMD)2,3522,813+461020.04%+1
COCA-COLA INC COM USD0.25(KO)240,648235,742-4,90618190.51%+1
MASTERCARD INC COM CL A USD0.0001(MA)136,257134,254-2,00368691.84%+1
MERCADOLIBRE INC COM STK USD0.001(MELI)3,1243,624+500560.16%+1
APPLIED MATERIALS INC COM USD0.019,0855,302-3,783340.10%+1
DEERE & CO COM USD1(DE)32,93730,328-2,60919190.51%+1
HYPERLIQUID COM USD0.0001(PURR)077,000+77,000010.02%+1
GOLDMAN SACHS GROUP INC COM USD0.01(GS)1,1181,421+303110.04%0
BANK OF AMERICA COM USD 0.0157,83957,8390330.09%0
AMETEK INC COM USD0.0111,58211,880+298230.08%0
FORTINET INC COM USD0.001(FTNT)4,8614,796-65010.02%0
ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC2,5453,535+990010.02%0
COLGATE PALMOLIVE COM USD 1(CL)37,44037,4400330.09%0
ENBRIDGE INC COM NPV(ENB)53,67057,970+4,300330.08%0
ELEVANCE HEALTH COM USD0.01(ELV)4,6684,086-582120.04%0
ARM HOLDINGS PLC SPON ADR (1 to 1)110635+525000.01%0
GE VERNOVA LLC COM USD0.01(GEV)6816810110.02%0
BLACKROCK INC COM USD0.01(BLK)6,2556,438+183660.16%0
IONQ INC COM USD0.01(IONQ)2,1703,832+1,662000.01%0
GE AEROSPACE COM USD0.01(GE)1,4391,4390010.01%0
D-WAVE QUANTUM INC COM USD0.0001(QBTS)1,3106,116+4,806000.00%0
ABBVIE INC COM USD0.01(ABBV)4,9234,766-157110.03%0
BAIDU INC ADS (1 TO 1)2,9853,985+1,000000.01%0
DATADOG INC COM CL A USD(DDOG)911861-50000.01%0
ISHARES S&P SMALLCAP 600 VALUE ETF USD INC6,2016,2010110.02%0
ISHARES MSCI EMERGING MARKETS ETF USD INC9,7809,7800110.02%0
ISHARES S&P 500 VALUE ETF USD INC6,9586,9580120.04%0
ALTRIA GROUP INC COM USD0.33333(MO)10,99211,592+600110.02%0
ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC3,7153,7150010.01%0
INVESCO S&P 500 EQUAL WEIGHT ETF USD INC
S&P500 EQL WGT
3,6003,6000110.02%0
ISHARES MSCI JAPAN ETF USD INC
MSCI JAPAN ETF
5,3005,600+300010.01%0
DANAHER CORP COM USD0.01(DHR)34355+321000.00%0
ISHARES S&P MID CAP 400 VALUE ETF USD INC3,7413,7410010.01%0
AUTOMATIC DATA PROCESSING INC COM USD0.11,6601,753+93000.01%0
GOLD ROYALTY CORP COM NPV(GROY)019,000+19,000000.00%0
ARCUTIS BIOTHERAPEUTICS COM USD0.0001(ARQT)19,00019,0000000.01%0
MARVELL TECHNOLOGY LTD COM USD0.002(MRVL)0165+165000.00%0
HEWLETT PACKARD ENTERPRISE COM USD 0.01(HPE)2,2002,218+18000.00%0
ISHARES MSCI GBL METALS & MINING ETF USD INC
MSCI GBL ETF NEW
2501,055+805000.00%0
LUMENTUM HLDGS INC COM USD0.001(LITE)053+53000.00%0
FISERV INC COM USD0.01(FISV)1,8042,982+1,178000.00%0
ISHARES MSCI EAFE ETF USD INC6,2326,2320110.02%0
COHERENT CORP COM NPV(COHR)2472470000.00%0
WALT DISNEY CO COM USD0.01(DIS)40,55340,995+442440.11%0
COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)(CMPS)3,9003,9000000.00%0
AMGEN INC COM USD0.0001(AMGN)3,2423,2420110.03%0
DELL TECHNOLOGIES INC COM CL C USD0.01(DELL)210150-60000.00%0
APOLLO GLOBAL MANAGEMENT COM USD(APO)4,2054,2050000.01%0
ISHARES MSCI EMERGING MARKETS ETF USD INC
CORE MSCI EMKT
0345+345000.00%0
AMERICAN EXPRESS CO COM USD0.20(AXP)8018010000.01%0
MERCK & CO INC COM USD0.50(MRK)3,4743,4740000.01%0
FIRST SOLAR INC COM STK USD0.001(FSLR)385435+50000.00%0
ISHARES RUSSELL 2000 VALUE ETF USD INC0120+120000.00%0
ISHARES S&P 500 CORE ETF USD INC (US LIST)1,5471,382-165110.03%0
NAVAN COM INC CL A USD0.00000625(NAVN)01,050+1,050000.00%0
ONDAS INC COM USD0.0001 (R/S)(ONDS)02,893+2,893000.00%0
CHENIERE ENERGY INC COM USD0.003(LNG)0100+100000.00%0
PACCAR INC COM STK USD1(PCAR)4,7304,7300110.02%0
COREWEAVE INC COM CL A USD0.000005(CRWV)30227+197000.00%0
EDWARDS LIFESCIENCES CORP COM USD1100300+200000.00%0
MASTEC INC COM USD0.10(MTZ)2002000000.00%0
AVANTOR INC COM USD0.01(AVTR)8,4508,4500000.00%0
MONGODB INC COM CL A USD0.001(MDB)2002000000.00%0
IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1)(IMCR)10,10010,1000000.01%0
GUARDANT HEALTH IN COM USD0.00001(GH)3003000000.00%0
AST SPACEMOBILE INC COM USD0.0001(ASTS)148317+169000.00%0
ORAMED PHARMACEUTICALS INC(ORMP)11,67511,6750000.00%0
AEROVIRONMENT INC COM USD0.000110100+90000.00%0
IDEXX LABORATORIES COM USD0.10(IDXX)313363+50000.01%0
ASP ISOTOPES INC COM USD0.01(ASPI)7,5007,5000000.00%0
AEHR TEST SYSTEMS COM USD0.01(AEHR)0147+147000.00%0
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Close Asset Management Ltd — 13F Holdings — Q2 2026 | TickerTrail