| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 511.09% | £427,761.58 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 119.84% | £153,891.38 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 94.67% | £136,265.64 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 69.21% | £118,446.97 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 55.29% | £108,700.90 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 34.46% | £94,122.60 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 7.64% | £75,345.45 | |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 6.29% | £74,402.28 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | -1.41% | £69,015.15 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -7.69% | £64,618.09 |
|
|
V
Visa |
Financial Services / Credit Services | -9.95% | £63,032.49 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -16.32% | £58,575.29 |
| 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 | |||||