Firsthand Alternative Energy Fund
Registrant
Firsthand Funds
Class ticker
ALTEX
Net Assets
$16,695,240
Holdings
29
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 29
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Portfolio coverage: 29 of
40 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| BLOOM ENERGY CORP | BE | 10,000 | $3,027,000 | 18.13% | Long | EC | |
| CORNING INC | GLW | 6,460 | $1,650,078 | 9.88% | Long | EC | |
| QUANTA SERVICES INC | PWR | 2,100 | $1,512,084 | 9.06% | Long | EC | |
| OKLO INC | OKLO | 20,000 | $1,046,600 | 6.27% | Long | EC | |
|
ABB LTD (CH)
|
000375204 | 7,000 | $760,900 | 4.56% | Long | EC | |
| AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $757,800 | 4.54% | Long | EC | |
| ENPHASE ENERGY INC | ENPH | 13,000 | $640,120 | 3.83% | Long | EC | |
| WILLIAMS COMPANIES INC (THE) | WMB | 8,000 | $594,720 | 3.56% | Long | EC | |
| ON SEMICONDUCTOR CORP | ON | 6,000 | $567,240 | 3.40% | Long | EC | |
| GE VERNOVA INC | GEV | 400 | $469,944 | 2.81% | Long | EC | |
| SOLAREDGE TECHNOLOGIES INC | SEDG | 8,000 | $467,520 | 2.80% | Long | EC | |
| BWX TECHNOLOGIES INC | BWXT | 2,000 | $389,300 | 2.33% | Long | EC | |
| STMICROELECTRONICS NV | STM | 5,000 | $374,450 | 2.24% | Long | EC | |
| MONOLITHIC POWER SYSTEMS INC | MPWR | 200 | $276,472 | 1.66% | Long | EC | |
| FIRST SOLAR INC | FSLR | 1,000 | $235,960 | 1.41% | Long | EC | |
| ASPEN AEROGELS INC | ASPN | 35,000 | $221,900 | 1.33% | Long | EC | |
| ORMAT TECHNOLOGIES INC | ORA | 2,000 | $217,800 | 1.30% | Long | EC | |
| ITRON INC | ITRI | 2,000 | $173,060 | 1.04% | Long | EC | |
| KONINKLIJKE PHILIPS NV | PHG | 5,146 | $139,920 | 0.84% | Long | EC | |
| SUNPOWER INC | SPWR | 150,000 | $103,095 | 0.62% | Long | EC | |
| CARRIER GLOBAL CORP | CARR | 1,000 | $73,350 | 0.44% | Long | EC | |
| HONEYWELL INTERNATIONAL INC | HON | 290 | $64,931 | 0.39% | Long | EC | |
| HONEYWELL AEROSPACE INC | HONA | 290 | $64,113 | 0.38% | Long | EC | |
| NUSCALE POWER CORP | SMR | 5,000 | $50,150 | 0.30% | Long | EC | |
| CHARGEPOINT HOLDINGS INC | CHPT | 3,000 | $17,730 | 0.11% | Long | EC | |
| ARQ INC | ARQ | 6,800 | $17,340 | 0.10% | Long | EC | |
| ORION ENERGY SYSTEMS INC | OESX | 1,400 | $16,366 | 0.10% | Long | EC | |
| SOLSTICE ADVANCED MATERIALS INC | SOLS | 145 | $12,847 | 0.08% | Long | EC | |
| WOLFSPEED INC | WOLF | 139 | $6,707 | 0.04% | Long | EC |