| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 394.16% | £345,914.97 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 129.13% | £160,393.78 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 127.81% | £159,464.19 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 76.00% | £123,200.00 | |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 63.75% | £114,622.36 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 55.14% | £108,598.48 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 50.03% | £105,022.62 |
|
|
V
Visa |
Financial Services / Credit Services | 18.74% | £83,116.52 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 17.21% | £82,045.45 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 13.88% | £79,715.26 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | 10.90% | £77,632.02 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | -17.05% | £58,064.93 |
| 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 | |||||