GAMMA Investing portfolio

What changed this quarter

3839 positions with a change (279 new, 2818 added to, 642 trimmed, 100 sold); also, 12 entered through an IPO. 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Microsoft+16%more sharesIncreased
  2.8% → 4.0%
• NVIDIA+9.8%more sharesIncreased
  5.1% → 5.8%
• Apple+11%more sharesIncreased
  4.5% → 5.2%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• NVIDIANVDA5.8%
• AppleAAPL5.2%
• MicrosoftMSFT4.0%
• AlphabetGOOGL · GOOG3.9%
• Amazon.comAMZN2.4%
• BroadcomAVGO1.9%
• IsharesIEMG1.6%
• Meta PlatformsMETA1.6%
• JPMorgan ChaseJPM1.4%
• Micron TechnologyMU1.3%
• Eli LillyLLY1.1%
• Advanced Micro DevicesAMD0.9%
• Berkshire HathawayBRK/B0.9%
• TeslaTSLA0.9%
• iShares Short-term National ETFSUB0.8%
• VisaV0.8%
• Johnson & JohnsonJNJ0.8%
• iShares National Muni Bond E ETFMUB0.8%
• Exxon MobilXOM0.7%
• AbbVieABBV0.7%
• Vanguard Intermediate-term B ETFBIV0.6%
• WalmartWMT0.5%
• Cisco SystemsCSCO0.5%
• State Street SPDR P St C Corp ETFSPSB0.5%
• MerckMRK0.5%
• IntelINTC0.5%
• Lam ResearchLRCX0.5%
• MastercardMA0.5%
• Applied MaterialsAMAT0.4%
• CaterpillarCAT0.4%
• Coca-ColaKO0.4%
• ChevronCVX0.4%
• Palo Alto NetworksPANW0.4%
• Costco WholesaleCOST0.4%
• UnitedHealth GroupUNH0.4%
• Palantir TechnologiesPLTR0.4%
• IsharesEWC0.4%
• AmphenolAPH0.3%
• Philip Morris InternationalPM0.3%
• GE AerospaceGE0.3%
• SandiskSNDK0.3%
• Bank of AmericaBAC0.3%
• Goldman Sachs GroupGS0.3%
• Procter & GamblePG0.3%
• GE VernovaGEV0.3%
• RTXRTX0.3%
• Home DepotHD0.3%
• iShares Intermediate Governm ETFGVI0.3%
• Arista NetworksANET0.3%
• NetflixNFLX0.3%
• AmgenAMGN0.3%
• State Street SPDR N ICE St Muni ETFSHM0.3%
• Texas InstrumentsTXN0.3%
• CrowdStrike HoldingsCRWD0.3%
• iShares Msci China ETFMCHI0.3%
• KLAKLAC0.3%
• Morgan StanleyMS0.3%
• EatonETN0.3%
• Taiwan Semiconductor ManufacturingTSM0.3%
• CitigroupC0.3%
• Analog DevicesADI0.3%
• State Str Spdr S&P 500 ETF TSPY0.3%
• Automatic Data ProcessingADP0.2%
• ASML HoldingASML0.2%
• Dell TechnologiesDELL0.2%
• OracleORCL0.2%
• Thermo Fisher ScientificTMO0.2%
• Wells FargoWFC0.2%
• iShares Core Dividend Growth ETFDGRO0.2%
• Seagate Technology HoldingsSTX0.2%
• Charles SchwabSCHW0.2%
• ConocoPhillipsCOP0.2%
• iShares Russell 1000 Growth ETFIWF0.2%
• iShares Core S&P 500 ETFIVV0.2%
• Abbott LaboratoriesABT0.2%
• Valero EnergyVLO0.2%
• BlackRockBLK0.2%
• Vanguard S/t Corp Bond ETFVCSH0.2%
• Marathon PetroleumMPC0.2%
• PepsicoPEP0.2%
• Gilead SciencesGILD0.2%
• International Business MachinesIBM0.2%
• Western DigitalWDC0.2%
• QualcommQCOM0.2%
• State Street SPDR N ICE Muni Bond ETFTFI0.2%
• FortinetFTNT0.2%
• At&tT0.2%
• DeereDE0.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.2%
• Marvell TechnologyMRVL0.2%
• American ExpressAXP0.2%
• Verizon CommunicationsVZ0.2%
• Travelers CompaniesTRV0.2%
• Union PacificUNP0.2%
• Capital One FinancialCOF0.2%
• iShares Russell 1000 Value E ETFIWD0.2%
• Parker-hannifinPH0.2%
• Phillips 66PSX0.2%
• TJXTJX0.2%