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Aggressive Growth Portfolio (PAGHX) is an MF managed by Independent / Boutique. Its largest position is Palantir Technologies Inc. (PLTR), representing 5.39% of fund assets.

Aggressive Growth Portfolio Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
PAGHX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 29, 2026
Showing 42 out of 42 holdings
Holding Weight Market Value Shares
-
Palantir Technologies Inc.
5.39% $31,299,750.00 225,000
-
AppLovin Corp
5.00% $29,012,750.00 65,000
-
Meta Platforms, Inc.
4.75% $27,535,950.00 45,000
-
ARM HOLDINGS PLC /UK
4.53% $26,290,000.00 125,000
-
LOCKHEED MARTIN CORP
4.46% $25,898,500.00 50,000
-
COSTCO WHOLESALE CORP /NEW
4.37% $25,363,250.00 25,000
-
Broadcom Inc.
4.32% $25,045,800.00 60,000
-
NVIDIA CORP
4.30% $24,946,250.00 125,000
-
Texas Pacific Land Corp
3.82% $22,183,500.00 50,000
-
ALBEMARLE CORP
3.39% $19,670,000.00 100,000
-
Structure Therapeutics Inc.
2.86% $16,580,000.00 400,000
-
STATE STREET CORP
2.63% $15,284,000.00 100,000
-
MORGAN STANLEY
2.63% $15,247,200.00 80,000
-
TWILIO INC
2.55% $14,806,000.00 100,000
-
FREEPORT-MCMORAN INC
2.49% $14,445,000.00 250,000
-
Parker-Hannifin Corp
2.35% $13,641,300.00 15,000
-
Air Products & Chemicals, Inc.
2.07% $12,002,000.00 40,000
-
Autodesk, Inc.
2.04% $11,850,000.00 50,000
-
VISA INC.
1.99% $11,544,400.00 35,000
-
LENNAR CORP /NEW/
1.95% $11,287,500.00 125,000
-
NUCOR CORP
1.94% $11,264,500.00 50,000
-
Affirm Holdings, Inc.
1.94% $11,249,000.00 175,000
-
CANADIAN PACIFIC KANSAS CITY LTD/CN
1.87% $10,870,000.00 125,000
-
AMGEN INC
1.79% $10,387,500.00 30,000
-
FEDEX CORP
1.74% $10,082,750.00 25,000
-
HF Sinclair Corp
1.74% $10,081,500.00 150,000
-
Uber Technologies, Inc
1.61% $9,326,250.00 125,000
-
Ovintiv Inc.
1.59% $9,232,500.00 150,000
-
Millrose Properties, Inc.
1.59% $9,201,000.00 300,000
-
SCHWAB CHARLES CORP
1.58% $9,164,000.00 100,000
-
WILLIAMS SONOMA INC
1.56% $9,060,500.00 50,000
-
IPG PHOTONICS CORP
1.54% $8,919,000.00 75,000
-
WYNN RESORTS LTD
1.38% $8,033,250.00 75,000
-
FLUOR CORP
1.38% $8,002,500.00 150,000
-
Walt Disney Co
1.34% $7,781,250.00 75,000
-
Nutrien Ltd.
1.31% $7,600,000.00 100,000
-
ILLINOIS TOOL WORKS INC
1.11% $6,450,250.00 25,000
-
RYDER SYSTEM INC
1.09% $6,344,250.00 25,000
-
AGILENT TECHNOLOGIES, INC.
1.00% $5,777,500.00 50,000
-
Quantum Computing Inc.
0.78% $4,510,000.00 500,000
-
lululemon athletica inc.
0.59% $3,442,500.00 25,000
-
Birchcliff Energy Ltd./ADR
0.41% $2,370,000.00 500,000
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