| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 581.95% | £477,365.58 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 138.09% | £166,666.19 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 95.89% | £137,123.62 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 67.37% | £117,160.12 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 61.96% | £113,371.21 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 32.17% | £92,519.66 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 28.57% | £90,002.15 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 8.84% | £76,189.06 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -2.07% | £68,549.93 |
|
|
V
Visa |
Financial Services / Credit Services | -4.44% | £66,894.65 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | -4.73% | £66,690.91 | |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -7.52% | £64,733.67 |
| Since | Company | Active | Companies House |
|---|---|---|---|
| May 2017 |
|
Ceased 3rd Jun '25 | |
| May 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| May 2020 |
|
Ceased 8th Apr '25 | |
| May 2021 |
|
Ceased 8th Apr '25 | |
| Feb 2023 |
|
Ceased 8th Apr '25 |
| Filed | Name | Amount | Type | Corporate | Companies House | |
|---|---|---|---|---|---|---|
| None declared | ||||||
| Filed | Destination | Amount | |||
|---|---|---|---|---|---|
| None declared | |||||