| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 493.37% | £415,360.58 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 141.94% | £169,356.15 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 137.85% | £166,497.38 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 97.09% | £137,963.64 | |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 88.82% | £132,175.23 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 53.79% | £107,651.52 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 39.64% | £97,746.95 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 10.81% | £77,569.17 |
|
|
V
Visa |
Financial Services / Credit Services | 7.61% | £75,324.34 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 7.17% | £75,018.10 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 1.75% | £71,226.62 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -6.07% | £65,752.54 |
| 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 | |||||