MAIMON WEALTH MANAGEMENT LTD.
Top Portfolio Positions
36 positions ·
$26,850,823 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
12,319 | $4,047,900 | 15.08% | |
| AAPL |
Apple Inc.
Technology
|
10,177 | $2,582,820 | 9.62% | |
| IAU |
Ishares Gold Trust
|
24,725 | $2,179,756 | 8.12% | |
| NVDA |
Nvidia Corp
Technology
|
9,584 | $1,671,449 | 6.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,640 | $1,634,145 | 6.09% | |
| MSFT |
Microsoft Corp
Technology
|
3,906 | $1,445,884 | 5.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,327 | $1,220,534 | 4.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
7,077 | $1,170,111 | 4.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,016 | $887,186 | 3.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,530 | $883,085 | 3.29% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BLW
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,900 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $137,400 | 10,000 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||