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Investment Coverage

Communication, Internet, Digital Media, Semiconductors, IT Services & Payments Processing, Software, Advertising & Marketing, Broadcasting, Entertainment, Wireless, and Telecom Operators

Technology, Media &Telecommunications (TMT)

Healthcare Services, Pharmaceuticals, Biotechnology and Specialty Pharmaceuticals, Medical Devices, and Life-Science Tools

Healthcare
 

Metals & Mining, Timber, Oil, Gas, Nuclear, Wind, Solar, Biomass, Geothermal, Power Generation, Renewable Energy & Other

Energy & Natural Resources

 

Water, Electricity, Manufacturing, Aerospace & Defense, and Housing & Construction 

Industrials & Utilities

 

Insurance, Mortgage Companies, Asset Managers, Bank and Finance Companies, Credit Card, Governments, Broker-Dealers, and Investment Firms

Financial Institutions Group (FIG)

Food and Beverages, Agribusiness, Household and Personal Care Products, Restaurants, Tobacco, Apparel and Accessories, and Luxury Goods

Consumer Goods & Retail

Performance

2024

42.27%

"We started this year with $123,000, and we finished it as of December 18th (the last day we were allowed to trade) with $175,000 AUM. Making our annual growth rate 42.27%—beating S&P500 by 15.27%."

- Julian Wheeler, CIO

Top Holdings

110 South Main Street,

Boiling Springs, NC, USA

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