| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 507.13% | £424,989.59 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 141.15% | £168,808.01 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 127.99% | £159,592.25 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 92.00% | £134,400.00 | |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 81.57% | £127,099.70 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 56.93% | £109,848.48 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 40.19% | £98,132.84 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 8.63% | £76,040.84 |
|
|
V
Visa |
Financial Services / Credit Services | 7.70% | £75,390.15 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 4.46% | £73,121.05 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 1.76% | £71,234.14 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -18.09% | £57,334.88 |
| 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 | |||||