| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 430.22% | £371,154.66 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 160.47% | £182,331.09 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 142.84% | £169,990.57 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 76.00% | £123,200.00 | |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 63.75% | £114,622.36 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 37.22% | £96,054.57 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 31.17% | £91,818.18 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 16.80% | £81,762.18 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | 6.78% | £74,745.96 |
|
|
V
Visa |
Financial Services / Credit Services | 5.72% | £74,004.05 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 2.09% | £71,464.37 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | -17.86% | £57,500.53 |
| 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 | |||||