Altrafin as of March 31, 2023
Portfolio Holdings for Altrafin
Altrafin holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $19M | 65k | 288.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $14M | 131k | 103.73 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 5.5 | $11M | 122k | 91.16 | |
| JPMorgan Chase & Co. (JPM) | 4.8 | $9.7M | 74k | 130.31 | |
| Apple (AAPL) | 3.4 | $6.9M | 42k | 164.90 | |
| Amazon (AMZN) | 3.2 | $6.6M | 64k | 103.29 | |
| NVIDIA Corporation (NVDA) | 3.2 | $6.6M | 24k | 277.77 | |
| Fortinet (FTNT) | 3.1 | $6.3M | 95k | 66.46 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.0 | $6.1M | 66k | 93.02 | |
| Intercontinental Exchange (ICE) | 2.9 | $5.9M | 57k | 104.29 | |
| Paypal Holdings (PYPL) | 2.5 | $5.1M | 68k | 75.94 | |
| Franco-Nevada Corporation (FNV) | 2.5 | $5.1M | 35k | 145.80 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $4.9M | 13k | 385.37 | |
| Walt Disney Company (DIS) | 2.3 | $4.7M | 47k | 100.13 | |
| CVS Caremark Corporation (CVS) | 2.3 | $4.6M | 62k | 74.31 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $4.6M | 34k | 137.26 | |
| Meta Platforms Cl A (META) | 2.2 | $4.5M | 21k | 211.94 | |
| Nextera Energy (NEE) | 2.2 | $4.5M | 58k | 77.08 | |
| Novo-nordisk A S Adr (NVO) | 2.2 | $4.4M | 28k | 159.14 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $4.4M | 12k | 363.42 | |
| Honeywell International (HON) | 2.1 | $4.3M | 23k | 191.12 | |
| Bank of America Corporation (BAC) | 2.1 | $4.3M | 151k | 28.60 | |
| Pfizer (PFE) | 2.0 | $4.2M | 102k | 40.80 | |
| Newmont Mining Corporation (NEM) | 1.8 | $3.6M | 73k | 49.02 | |
| Wells Fargo & Company (WFC) | 1.6 | $3.3M | 89k | 37.38 | |
| FedEx Corporation (FDX) | 1.6 | $3.3M | 15k | 228.49 | |
| Barrick Gold Corp | 1.2 | $2.5M | 136k | 18.57 | |
| Costco Wholesale Corporation (COST) | 1.2 | $2.5M | 5.0k | 496.87 | |
| Morgan Stanley Com New (MS) | 1.2 | $2.4M | 28k | 87.80 | |
| Fiserv (FI) | 1.1 | $2.2M | 19k | 113.03 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $1.9M | 10k | 183.79 | |
| Citigroup Com New (C) | 0.9 | $1.9M | 40k | 46.89 | |
| 3M Company (MMM) | 0.9 | $1.8M | 17k | 105.11 | |
| UnitedHealth (UNH) | 0.7 | $1.5M | 3.2k | 472.59 | |
| Intuit (INTU) | 0.7 | $1.4M | 3.2k | 445.83 | |
| Activision Blizzard | 0.7 | $1.4M | 16k | 85.59 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $1.3M | 2.2k | 576.37 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $1.3M | 2.3k | 545.67 | |
| Annaly Capital Management In Com New (NLY) | 0.6 | $1.1M | 60k | 19.11 | |
| Uipath Cl A (PATH) | 0.6 | $1.1M | 64k | 17.56 | |
| Stoneco Com Cl A (STNE) | 0.5 | $1.1M | 117k | 9.54 | |
| Solaredge Technologies (SEDG) | 0.5 | $1.1M | 3.6k | 303.93 | |
| Marvell Technology (MRVL) | 0.5 | $1.1M | 25k | 43.30 | |
| Us Bancorp Del Com New (USB) | 0.5 | $1.0M | 28k | 36.05 | |
| Agnc Invt Corp Com reit (AGNC) | 0.5 | $1.0M | 100k | 10.08 | |
| MercadoLibre (MELI) | 0.4 | $881k | 668.00 | 1318.06 | |
| Block Cl A (XYZ) | 0.4 | $775k | 11k | 68.65 | |
| Agnico (AEM) | 0.4 | $765k | 15k | 50.97 | |
| Bristol Myers Squibb (BMY) | 0.4 | $762k | 11k | 69.31 | |
| Danaher Corporation (DHR) | 0.4 | $731k | 2.9k | 252.04 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $632k | 17k | 37.91 | |
| Constellation Brands Cl A (STZ) | 0.3 | $621k | 2.8k | 225.89 | |
| Sea Sponsord Ads (SE) | 0.3 | $620k | 7.2k | 86.55 | |
| Solar Cap (SLRC) | 0.3 | $599k | 40k | 15.04 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $594k | 9.8k | 60.91 | |
| American Tower Reit (AMT) | 0.3 | $585k | 2.9k | 204.34 | |
| Anglogold Ashanti Sponsored Adr | 0.3 | $556k | 23k | 24.19 | |
| Teladoc (TDOC) | 0.3 | $544k | 21k | 25.90 | |
| Jd.com Spon Adr Cl A (JD) | 0.2 | $505k | 12k | 43.89 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $465k | 17k | 28.19 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $460k | 3.1k | 150.92 | |
| Snowflake Cl A (SNOW) | 0.2 | $424k | 2.8k | 154.29 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $416k | 23k | 18.20 | |
| Shell Spon Ads (SHEL) | 0.2 | $375k | 6.5k | 57.54 | |
| Verizon Communications (VZ) | 0.1 | $293k | 7.5k | 38.89 | |
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $270k | 9.9k | 27.38 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $266k | 32k | 8.32 | |
| Stem | 0.1 | $242k | 43k | 5.67 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.1 | $218k | 44k | 4.91 |