Fifthde as of June 30, 2025
Portfolio Holdings for Fifthde
Fifthde holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 20.6 | $64M | 401k | 159.26 | |
| Cummins (CMI) | 17.5 | $54M | 166k | 327.50 | |
| ON Semiconductor (ON) | 12.4 | $38M | 732k | 52.41 | |
| BorgWarner (BWA) | 11.9 | $37M | 1.1M | 33.48 | |
| Huntsman Corporation (HUN) | 11.7 | $36M | 3.5M | 10.42 | |
| Visteon Corp Com New (VC) | 9.5 | $29M | 315k | 93.30 | |
| Phinia Common Stock (PHIN) | 9.5 | $29M | 659k | 44.49 | |
| Blackberry (BB) | 5.2 | $16M | 3.5M | 4.58 | |
| Mobileye Global Common Class A (MBLY) | 1.8 | $5.7M | 318k | 17.98 |
