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xxxMIRKOxxx
@xxxMIRKOxxx
Positions18
Dividend received$4,079.83
Investing since03.2025

Positions

Title
Weight
Position
P/L
Taiwan Semiconductor Manufacturing ADR logo
Taiwan Semiconductor Manufacturing ADR
TSMx63
12.68% 
$26,408.58
$419.18
+$20,884.58
378.07%
Comfort Sys logo
Comfort Sys
FIXx17
11.86% 
$24,693.74
$1,452.57
+$19,246.54
353.33%
Marvell Tech logo
Marvell Tech
MRVLx80
9.09% 
$18,926.04
$236.58
+$13,461.61
246.35%
Applied Materials logo
Applied Materials
AMATx38
7.84% 
$16,321.89
$429.52
+$10,314.54
171.70%
Palo Alto Networks logo
Palo Alto Networks
PANWx36
6.41% 
$13,343.50
$370.65
+$7,366.61
123.25%
ASML Holding ADR Representing logo
ASML Holding ADR Representing
ASMLx8
6.31% 
$13,135.92
$1,641.99
+$7,454.24
131.20%
Alphabet Inc. Class A logo
Alphabet Inc. Class A
GOOGLx37
6.20% 
$12,910.67
$348.94
+$7,215.47
126.69%
Caterpillar logo
Caterpillar
CATx16
5.58% 
$11,624.17
$726.51
+$6,205.28
114.51%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$208,199.71

Performance

Portfolio Performance

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