Firsthand Alternative Energy Fund (ALTEX) is an MF managed by Independent / Boutique. Its largest position is FIDELITY COLCHESTER STREET TRUST (FISXX), representing 16.03% of fund assets.
Firsthand Alternative Energy Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ALTEX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
FIDELITY COLCHESTER STREET TRUST
|
16.03% | $1,749,290.62 | 1,749,291 |
|
-
Bloom Energy Corp
|
14.90% | $1,625,880.00 | 12,000 |
|
-
QUANTA SERVICES, INC.
|
10.56% | $1,152,942.00 | 2,100 |
|
-
CORNING INC /NY
|
8.05% | $878,366.20 | 6,460 |
|
-
ABB LTD
|
5.16% | $563,360.00 | 7,000 |
|
-
Oklo Inc.
|
4.54% | $495,900.00 | 10,000 |
|
-
ON SEMICONDUCTOR CORP
|
4.54% | $495,360.00 | 8,000 |
|
-
VESTAS WIND SYSTEMS A/S
|
4.04% | $440,437.50 | 15,000 |
|
-
BWX Technologies, Inc.
|
3.75% | $408,980.00 | 2,000 |
|
-
AXCELIS TECHNOLOGIES INC
|
3.41% | $372,320.00 | 4,000 |
|
-
GE Vernova Inc.
|
3.20% | $349,160.00 | 400 |
|
-
ORMAT TECHNOLOGIES, INC.
|
2.05% | $223,840.00 | 2,000 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
2.00% | $218,670.00 | 200 |
|
-
FIRST SOLAR, INC.
|
1.81% | $197,260.00 | 1,000 |
|
-
SunPower Inc.
|
1.75% | $190,500.00 | 150,000 |
|
-
ITRON, INC.
|
1.64% | $179,260.00 | 2,000 |
|
-
Eaton Corp plc
|
1.64% | $178,835.00 | 500 |
|
-
STMicroelectronics N.V.
|
1.58% | $172,750.00 | 5,000 |
|
-
SOLAREDGE TECHNOLOGIES, INC.
|
1.40% | $153,150.00 | 3,000 |
|
-
ULVAC INC
|
1.27% | $138,687.50 | 2,700 |
|
-
KONINKLIJKE PHILIPS NV
|
1.25% | $135,958.80 | 4,962 |
|
-
HONEYWELL INTERNATIONAL INC
|
1.20% | $131,097.40 | 580 |
|
-
ASPEN AEROGELS INC
|
1.10% | $119,700.00 | 35,000 |
|
-
Enphase Energy, Inc.
|
1.04% | $113,430.00 | 3,000 |
|
-
CARRIER GLOBAL Corp
|
0.52% | $56,310.00 | 1,000 |
|
-
NUSCALE POWER Corp
|
0.50% | $54,200.00 | 5,000 |
|
-
ACCELLERON INDUSTRIES AG
|
0.29% | $31,297.00 | 350 |
|
-
Arq, Inc.
|
0.16% | $17,408.00 | 6,800 |
|
-
ChargePoint Holdings, Inc.
|
0.13% | $14,580.00 | 3,000 |
|
-
ORION ENERGY SYSTEMS, INC.
|
0.11% | $12,236.00 | 1,400 |
|
-
APPLIED MATERIALS INC /DE
|
0.10% | $11,388.31 | 499 |
|
-
Solstice Advanced Materials Inc.
|
0.10% | $11,043.20 | 145 |
|
-
SHARP CORP.
|
0.04% | $3,992.31 | 1,100 |
|
-
WOLFSPEED, INC.
|
0.02% | $2,268.48 | 139 |
|
-
Swvl Holdings Corp
|
0.00% | $96.00 | 13,333 |
|
-
SunPower Inc.
|
0.00% | $0.00 | 29,931 |
|
-
SUNNOVA ENERGY INTERNATIONAL INC.
|
0.00% | $0.00 | 15,000 |
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