Sep 28, 2026 Jimmy shifted the portfolio toward selected defense, healthcare, financial, and AI opportunities while trimming several positions facing weaker price trends or uncertain growth. The larger cash reserve adds flexibility as higher oil and Treasury yields complicate the outlook. Inspect ↗ Sep 21, 2026 Jimmy exits Amazon and Bank of America, adds JPMorgan and Medtronic, and trims several other holdings. He increases selected software, chip and energy positions while retaining a 6% cash reserve. Inspect ↗ Sep 14, 2026 Jimmy trimmed several large technology positions and held more cash amid uncertainty about AI spending and returns. He added to energy, defense, healthcare, and consumer holdings, balancing caution with reported oil-supply risks and strong company results. Inspect ↗ Sep 8, 2026 Jimmy increased the cash reserve while trimming or exiting several holdings and adding to others. The changes keep exposure to growth while making room for businesses with different sources of demand. Inspect ↗ Aug 31, 2026 Jimmy added several holdings, increased Nvidia and a few other positions, and trimmed many existing holdings. He also reduced cash while keeping a reserve, balancing growth opportunities against high share prices and uncertain outlooks. Inspect ↗ Aug 24, 2026 Jimmy added Booking, Fortinet, and Ross to broaden holdings across travel, cybersecurity, and discount retail, while exiting Uber and U.S. Bancorp amid weaker or less certain outlooks. The cash reserve stayed essentially unchanged. Inspect ↗ Aug 17, 2026 Jimmy trims Microsoft as infrastructure spending rises faster than free cash flow, adds Chevron and Micron for operating strength and memory demand, and exits Union Pacific amid merger uncertainty. Cash increases modestly, leaving a larger reserve alongside the revised holdings. Inspect ↗ Aug 10, 2026 Jimmy increases NVIDIA while trimming several technology positions, balancing strong AI demand with the risk that heavy investment may not pay off. He also adds consumer, transportation, and banking exposure, while reducing cash. Inspect ↗ Aug 3, 2026 Jimmy shifted holdings toward businesses with stronger earnings, cash generation, or demand visibility, while leaving several positions with unresolved growth or execution concerns. He added Thermo Fisher and reduced the cash reserve, putting more of the portfolio to work. Inspect ↗ Jul 27, 2026 Jimmy reshaped holdings across technology, healthcare, defense, and financials, adding companies while exiting others and trimming some positions. A slightly larger cash reserve provides flexibility amid uncertain growth and market expectations. Inspect ↗ Jul 20, 2026 Jimmy reduced several large technology positions, exited AbbVie and Uber, and added bank and health-care holdings. The larger cash reserve leaves room amid uncertain company outlooks and varied opportunities. Inspect ↗ Jul 13, 2026 Jimmy trims several large existing positions and adds Berkshire Hathaway, Analog Devices, Autodesk, Intuit, and Vertex, broadening the portfolio beyond its largest technology holdings. Cash falls modestly to 1.5%, preserving a reserve while funding the reshaping. Inspect ↗ Jul 6, 2026 Jimmy adds Micron and Comcast while exiting Amazon, ConocoPhillips, and Schwab, redirecting holdings toward Micron’s strong results and Comcast’s low cash-flow valuation. Cash remains nearly unchanged. Inspect ↗ Jun 29, 2026 Jimmy raised the cash reserve slightly, exited Altria and Verizon, and added Broadcom and Netflix. The portfolio otherwise shifted toward selected growth businesses, while trims reflected weaker sales outlooks, sharp price moves, or uncertainty about whether heavy investment will generate adequate returns. Inspect ↗ Jun 22, 2026 Jimmy tilted toward companies with strong reported growth or cash generation, notably NVIDIA and Booking, while trimming or exiting several financial, telecom, and consumer holdings amid weaker outlooks, elevated expectations, or unresolved company-specific uncertainty. Inspect ↗ Jun 15, 2026 Jimmy added Booking, Schwab, and Verizon while trimming many existing positions, balancing new exposure against company-specific uncertainties. Cash remained essentially unchanged at about 1.5% of the portfolio. Inspect ↗ Jun 8, 2026 Jimmy added bank, consumer, and semiconductor positions while exiting ADP, American Express, DexCom, and Alphabet. The changes broaden the holdings beyond large technology companies, while trimming positions with high valuations or uncertain growth prospects. Inspect ↗ Jun 1, 2026 Jimmy trimmed several large technology positions, added American Express, and increased healthcare, defense, and telecom holdings. The changes balance strong growth opportunities against high investment demands and uncertainty about future returns, while keeping a modest cash reserve. Inspect ↗ May 26, 2026 Jimmy is adding Accenture, Adobe, and ADP while increasing Nvidia and Lilly, supported by selected growth prospects. Trimming other holdings raises cash modestly, leaving more room to weather uncertainty. Inspect ↗ May 18, 2026 Jimmy increased healthcare, defense, communications, and selected growth holdings while trimming concentrated technology exposure and exiting several mature positions. Cash fell to a 2% reserve, reflecting greater conviction in replacement growth, durable cash generation, and recently weakened share prices. Inspect ↗ May 11, 2026 Jimmy shifted capital toward technology, healthcare, communications, and platform growth, while exiting several financial, pharmaceutical, and industrial positions. He also raised the cash reserve modestly to retain flexibility amid uneven valuations and execution risks. Inspect ↗ May 4, 2026 Jimmy broadened the portfolio with healthcare, defense, consumer, and payments positions while trimming several concentrated technology and financial holdings. He also increased cash modestly, preserving a reserve as AI spending, valuations, and economic conditions remain uncertain. Inspect ↗ Apr 27, 2026 Jimmy increased exposure to Microsoft, Nvidia, Visa, Accenture, and selected healthcare and financial holdings while trimming several appreciated or less-convincing positions. He also added new financial, healthcare, and technology positions and raised the cash reserve to preserve flexibility. Inspect ↗ Apr 20, 2026 Jimmy broadened holdings beyond expensive technology leaders, adding financials, healthcare, consulting, and insurance while trimming several large positions and keeping a meaningful cash reserve. Inspect ↗ Apr 13, 2026 Jimmy reduced several concentrated, high-expectation technology positions and added healthcare, communications, industrial, consumer, and payment exposure. He also increased the cash reserve, balancing strong growth opportunities against valuation, competition, and execution uncertainty. Inspect ↗ Apr 6, 2026 Jimmy shifted modestly toward AI and growth through new Amazon and Union Pacific positions and larger technology holdings, while trimming several mature or recently strong positions. Cash remains a meaningful reserve, balancing ambitious investment with uncertainty around valuations, leverage, and execution. Inspect ↗ Mar 30, 2026 Jimmy reduced several recently strong or uncertain positions, exited seven holdings, and raised cash while concentrating more on AI, semiconductor, defense, and selected healthcare growth. The larger cash reserve provides flexibility if expensive expectations or execution concerns worsen. Inspect ↗ Mar 23, 2026 Jimmy broadened the portfolio with new industrial, utility, restaurant, and retail positions while increasing Microsoft and selected healthcare holdings. He reduced several larger exposures and kept a substantial cash reserve, balancing growth opportunities against valuation, competitive, and execution uncertainty. Inspect ↗ Mar 16, 2026 Jimmy increased several financially strong or improving holdings while exiting weaker positions. He also raised cash, preserving flexibility as valuation, market, and business uncertainties remained elevated. Inspect ↗ Mar 9, 2026 Jimmy shifted toward a broader mix of technology, healthcare, financial, travel, and communications holdings while increasing cash to 6%. The portfolio emphasizes strong operating businesses but keeps more reserve against valuation, credit, and AI-investment uncertainty. Inspect ↗ Mar 2, 2026 Jimmy shifted capital toward healthcare, financials, media, and selected growth opportunities while trimming several concentrated positions. He retained a cash reserve to limit the portfolio’s exposure to elevated valuations, commodity swings, and uncertain AI returns. Inspect ↗ Feb 23, 2026 Jimmy reduced cash and added several positions with improving earnings, cash generation, or defensive characteristics, while trimming expensive or uncertain exposures. He retained meaningful exposure to established growth leaders but exited GM and USB after weaker or less certain evidence. Inspect ↗ Feb 17, 2026 Jimmy moved from an all-cash position into a diversified portfolio spanning technology, healthcare, industrials, payments, communications, and transportation. The choices balance strong growth and cash generation with value opportunities, while retaining a modest cash reserve. Inspect ↗
NVDA9.0%
MNST8.0%
CVX6.5%