| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 510.46% | £427,323.90 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 118.18% | £152,724.05 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 97.08% | £137,957.40 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 71.86% | £120,303.03 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 58.61% | £111,027.19 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 37.04% | £95,927.43 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 8.36% | £75,854.65 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 3.02% | £72,114.62 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 2.91% | £72,036.36 | |
|
|
MA
Mastercard |
Financial Services / Credit Services | -2.61% | £68,171.81 |
|
|
V
Visa |
Financial Services / Credit Services | -6.05% | £65,767.67 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -14.48% | £59,860.90 |
| 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 | |||||