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xxxMIRKOxxx
@xxxMIRKOxxx
Positions18
Dividend received$4,114.39
Investing since03.2025

Positions

Title
Weight
Position
P/L
Taiwan Semiconductor Manufacturing ADR logo
Taiwan Semiconductor Manufacturing ADR
TSMx63
13.75% 
$23,043.24
$365.77
+$17,519.24
317.15%
Comfort Sys logo
Comfort Sys
FIXx17
9.96% 
$16,684.69
$981.45
+$11,237.50
206.30%
Applied Materials logo
Applied Materials
AMATx38
7.70% 
$12,899.30
$339.46
+$6,891.95
114.73%
Palo Alto Networks logo
Palo Alto Networks
PANWx36
6.84% 
$11,453.96
$318.17
+$5,477.08
91.64%
Marvell Tech logo
Marvell Tech
MRVLx80
6.81% 
$11,408.30
$142.60
+$5,943.87
108.77%
ASML Holding ADR Representing logo
ASML Holding ADR Representing
ASMLx8
6.66% 
$11,152.49
$1,394.06
+$5,470.81
96.29%
Monolithic Power logo
Monolithic Power
MPWRx9
6.35% 
$10,643.11
$1,182.57
+$5,326.05
100.17%
Alphabet Inc. Class A logo
Alphabet Inc. Class A
GOOGLx37
6.29% 
$10,542.30
$284.93
+$4,847.11
85.11%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$167,569.49

Performance

Portfolio Performance

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Real-time data from LSX · Fundamentals & EOD data from FactSet