Today I opened a new position in Service Corp. Are there any holders here? If so, why do you have the stock in your portfolio?

$SCI (-1,57%)

Today again with$ARCC (-0,36%) topped up today. Now it's enough for the start, and from next month I'll turn my attention to the next position in order to diversify even more. I have especially $CL (+1,52%) or $SCI (-1,57%) in mind. What have you bought in the last few days?

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (-0,52%) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (-1,55%) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (+2,86%) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-2,53%) ), Guardant Health Inc ( $GH (-2,6%) ), Robinhood Markets Inc ($HOOD (-2,19%) ), Palantir Technologies Inc ($PLTR (-2,66%) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (+0,46%) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+5,31%) ) and Personalis Inc ( $PSNL (+1,83%) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (-0,9%) ) and 10X Genomics Inc ( $TXG (+2,32%) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (+0%) and $ARKF (-0,76%) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (-0,52%) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (-0,7%) and $EQQQ (-0,59%) or just the $VUSA (-0,88%) into the portfolio.

Temporarily sold $AMD (-7,23%) +35%, $HIMS (+0,15%) +15%, $DOCN (+1,6%) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (+0,46%)

$ZETA (+0,94%)

$TTD (-0,52%)

On the watchlist

$DDOG (+2,57%)

$LNTH (+1,7%)

$LMND (-1,58%)

$TOST (-0,79%)

$DASH (-0,74%)

$BROS

$APLD (-3,46%)

$SCI (-1,57%)

$SCI (-1,57%)

"We help celebrate lives that have been lived and preserve memories that transcend generations with dignity and honor."

At least that's Service Corporation's slogan, and welcome to a brief introduction to the company.

What is SCI?

The story begins in 1962 as a family-owned and operated funeral home in Houston, Texas. Through the visionary leadership of founder and Chairman Emeritus Robert L. Waltrip, SCI is now North America's largest provider of funeral, cemetery and cremation services. Throughout its history, the company has operated with one guiding purpose - to provide compassionate care to families during difficult times.

Mr. Waltrip envisioned a company with streamlined operations and reduced overhead that would enhance the quality of services provided to families. After the plan proved effective in Houston in the early 1960s, Mr. Waltrip and a small group of employees set out to apply this strategy through acquisitions in other markets. This began a decade-long expansion to create a network of more than 1,900 funeral home, cemetery and crematory locations across North America.

In 2000, SCI reevaluated its long-term strategy and streamlined its operating and organizational structure to reduce expenses, lower debt and increase cash flow. Over the next several years, the company acquired Alderwoods Group, Keystone North America, The Neptune Society, Inc. and Stewart Enterprises, Inc. expanding its geographic footprint to 44 states, the District of Columbia and eight Canadian provinces.

As a company with solid financials, exclusive products and customer benefits, and best-in-class policies, training and professional standards, we are uniquely positioned to provide compassionate care and service excellence to families across North America for generations to come.

Short and sweet !

Service Corporation International (SCI) is North America's largest provider of funeral and cemetery services, with shares trading on the New York Stock Exchange under the symbol SCI. The company was founded in 1962 and is headquartered in Houston, Texas. We currently own and operate more than 1,900 funeral homes and cemeteries in 44 states, eight Canadian provinces, the District of Columbia and Puerto Rico.

Important information for the 2nd quarter

• Revenue grew by 20.6 million dollars in the second quarter of 2023
• Earnings per share were $0.81 compared to $0.86 in the second quarter of 2023
• Adjusted earnings per share amounted to $0.79 compared to $0.83 in the second quarter of 2023
• Net cash provided by operating activities was $196.9 million in the current year quarter compared to $144.1 million in the prior year quarter
• Net assets provided by operating activities excluding special items amounted to 219.9 million dollars in the current year quarter, compared to 157.4 million dollars in the prior year quarter.
• Comparable core funeral home sales production increased $9.7 million, or 4.0%, in the current quarter
• Comparable core funeral sales increased 1.3% in the current quarter

Source: sci-corp.com

Taxes on ETFs and accumulating vs. distributing ETFs - https://app.getquin.com/de/activity/LibXHTQOpR

Ideas:

• Alimentation Couche-Tard $ATD (+2,17%) - https://app.getquin.com/de/activity/EFpkdvafIX
• American Electric Power $AEP (-1,18%) - https://app.getquin.com/activity/QvWcQyBjVI
• Nevada Lithium Resources $NVLH (+1,89%) - https://app.getquin.com/activity/PsKSiDnzoA
• Depot update with UFP Industries $UFPI (+0,52%) - https://getqu.in/iF7gsW/
• Service Corp. $SCI (-1,57%) - https://app.getquin.com/de/activity/VnBlzyVBWt
• Vici $VICI (+0,07%) - https://app.getquin.com/activity/kQlzTleLvb
• Weyerhaeuser $WY (+1,09%) - https://app.getquin.com/activity/dQhUxgWTE
• Wienerberger $WIE (-0,75%) - https://app.getquin.com/de/activity/rslGhWTgOs

Small Change Depot:

https://app.getquin.com/de/post/aSDtbJRBTL/kleingeldkasse

Alternative Investments:

• Group investment in startups - https://app.getquin.com/activity/JuBXeMoSAA

Today again $SCI (-1,57%) for the 30-year portfolio after a small correction. Great company with a reliable "business model".

What are your opinions about this company ?

Funerals, cemeteries, flower stores...