Select Growth Portfolio

Total Market Value

$6,097,095.33 DTD +0.7%

Total UR Gain/Loss

+$2,796,466.37 DTD +0.7%

Total Cash

$0.00 DTD +0.7%

As of6/8/2026

Group Summary

Total Accounts
1
Account Types
1 category
Unrealized Gain/Loss
+$2,796,466
Largest holding
Tesla Inc (TSLA) — 30.69%
Number of positions
5 positions
Equity / fixed ratio
100% / 0%
Cash
$0

Asset Allocation

  • U.S. Equities100%

Top 5 Positions

  • TSLATSLATesla Inc$1,871,087+7484.35 +0.4%
  • NVDANVDANVIDIA Corp.$1,781,300+30103.97 +1.69%
  • AMZNAMZNAmazon.com Inc$1,494,120+5677.66 +0.38%
  • NFLXNFLXNetflix Inc$497,908-1194.98 -0.24%
  • GOOGGOOGLAlphabet Inc$452,680+2942.42 +0.65%

Market Value

Account News

  • Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters2/22/26
  • Tech earnings beatMegacap results lift index futures12 min read • Bloomberg2/22/26
  • Credit spreads tightenIG issuance heaviest since January12 min read • WSJ2/21/26
  • Private markets updateSecondaries pricing improves in Q112 min read • PitchBook2/20/26

Recent Transactions

  • SellGOOGLSelect Growth Portfolio+$214,92012/18/2025
  • BuyNFLXSelect Growth Portfolio$681,89409/30/2025
  • BuyNVDASelect Growth Portfolio$304,00004/18/2025
  • BuyNVDASelect Growth Portfolio$316,12501/09/2024