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PatitosFortune Mag7 (August 31, 2025)

The flockโ€™s flying high again โ€” with the top 7 positions now making up ~40% of the portfolio! Thatโ€™s 6 points over last month showing how conviction is compounding ๐Ÿ“ˆ๐Ÿชถ


๐Ÿ† Top 7 Gainers August 2025:


$3679 (+1,31%) โ€” Japan's quiet beast Zigexn is back on top with +18.6%, still among Patito's favorite conviction plays (6.60% of the nest).

$GRLA โ€” Groenlandsbanken holds strong with +10.7%, proof you donโ€™t need hype to win.

$WCP (+0,62%) โ€” Our favorite dividend dripper slows slightly but keeps marching with +10.5%, and making up for largest holding (10.65%) as we have progressively added to the position. It doesn't show there but we have already received another full 1% in dividends since our start in February that have been fully reinvested to the portfolio. Did we mention it's a monthly dividend payer?

$CALM (-0,24%) โ€” A new protein-powered entry: Cal-Maine cracks into the top 7 with +10.1%. ๐Ÿณ

$HME (+0,41%) โ€” Small Canadian energy keeps climbing, also +10.1% and currently holding the title for our top dividend score in our scoring system

$RBW (+0,3%) โ€” Polish pick surprises with +8.84%, diversifying with promise.

$2330 โ€” Taiwan Semi still making chips and making gains: +8.35%, and holding 6.03%.

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๐Ÿ” Returning Leaders:

โœ… $3679, $GRLA, $WCP, $HME, $2330

๐Ÿ’ช These are not one-hit quacks โ€” theyโ€™re holding their spots through volatility and growing stronger.


Our stronghold gold ETF $4GLD (+0,6%) has been pushed down the top ladder which is good news!


๐Ÿณ New Cracks in the Shell:

  • Welcome to $CALM (Cal-Maine) and $RBW! Both breaking into the leaderboard with solid performance and strong fundamentals.

๐ŸŽฏ Strategy Update:

Patito's top 7 holdings now represent nearly half the portfolio โ€” a clear sign of rising conviction and performance concentration.


We continue to prioritize:

  • ๐Ÿ… High Patito Score picks (Elite + Excellent)
  • ๐Ÿง  High WB Score conviction
  • ๐ŸŒ Global diversification from Japan to Canada to Poland
  • ๐Ÿงˆ Stable dividends and strong capital efficiency

๐Ÿฃ Patito's holding steady, sleeping well, and reinvesting smart. August was golden.

Onward to September โ€” letโ€™s fluff up more feathers and hope for our other half of the portfolio to wake up (yes we're looking at you $BRK.B (+0,75%) , $SIGA , and $WRB (-0,16%) ).

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