NCP Inc.

data from 30/09/2025

Capitalization

$ 134.512 M 26.80 %

Average holding period

6 ans

Performance

$ 41.685 M 40.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NCP Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 16.84% 22.657 M $ 121433 2024/03/31 2.747 M $ 18.10 %
2025/09/30 META META PLATFORMS 8.92% 11.996 M $ 16334 2024/03/31 -45.002 K $ -0.50 %
2025/09/30 ARM ARM HOLDINGS 6.31% 8.489 M $ 60000 2024/03/31 -1.094 M $ -12.52 %
2025/09/30 NFLX NETFLIX INC 5.88% 7.903 M $ 6592 2024/03/31 -862.571 K $ -10.47 %
2025/09/30 HOOD ROBINHOOD MARKETS 5.12% 6.886 M $ 48090 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES 4.83% 6.498 M $ 35623 2025/03/31 440.254 K $ 33.82 %
2025/09/30 AMZN AMAZON COM 4.21% 5.658 M $ 25768 2024/03/31 4.647 K $ 0.08 %
2025/09/30 TSLA TESLA INC 4.09% 5.496 M $ 12359 2024/03/31 1.575 M $ 40.00 %
2025/09/30 LLY ELI LILLY 3.97% 5.341 M $ 7000 2024/09/30 -115.709 K $ -2.12 %
2025/09/30 AAPL APPLE INC 3.34% 4.491 M $ 17637 2024/03/31 874.650 K $ 24.11 %
2025/09/30 QQQ INVESCO QQQ 3.21% 4.323 M $ 7201 2024/03/31 350.709 K $ 8.83 %
2025/09/30 AVGO BROADCOM INC 2.97% 3.990 M $ 12095 2024/03/31 752.531 K $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 2.83% 3.806 M $ 15657 2024/03/31 1.047 M $ 37.94 %
2025/09/30 EQIX EQUINIX INC 2.71% 3.642 M $ 4650 2024/03/31 -55.646 K $ -1.54 %
2025/09/30 CYBR CYBER ARK 1.98% 2.657 M $ 5500 2024/03/31 419.484 K $ 18.75 %
2025/09/30 CRWD CROWDSTRIKE HOLDINGS 1.95% 2.624 M $ 5350 2024/06/30 -136.296 K $ -3.72 %
2025/09/30 COST COSTCO WHOLESALE 1.43% 1.927 M $ 2082 2024/03/31 -133.507 K $ -6.50 %
2025/09/30 BAC BANK AMERICA 1.38% 1.860 M $ 36061 2024/03/31 154.872 K $ 9.02 %
2025/09/30 SPY SPDR S&P 1.35% 1.822 M $ 2734 2024/03/31 127.494 K $ 7.82 %
2025/09/30 PDI PIMCO DYNAMIC 1.31% 1.765 M $ 89157 2024/03/31 69.897 K $ 4.38 %
2025/09/30 BXMX NUVEEN S&P 500 1.28% 1.717 M $ 118908 2024/03/31 71.305 K $ 4.03 %
2025/09/30 JEPQ JPMORGAN 1.23% 1.656 M $ 28790 2024/03/31 83.475 K $ 5.74 %
2025/09/30 NDMO NUVEEN DYNAMIC 1.11% 1.496 M $ 144003 2024/03/31 31.348 K $ 3.18 %
2025/09/30 BA BOEING COMPANY 0.98% 1.316 M $ 6099 2024/03/31 26.674 K $ 3.01 %
2025/09/30 GS GOLDMAN SACHS 0.89% 1.195 M $ 1500 2024/03/31 132.900 K $ 12.52 %
2025/09/30 JPM JPMORGAN CHASE 0.87% 1.173 M $ 3719 2024/03/31 94.883 K $ 8.80 %
2025/09/30 DIA SPDR DOW 0.75% 1.009 M $ 2177 2024/03/31 46.503 K $ 5.24 %
2025/09/30 WM WASTE MANAGEMENT 0.68% 916.885 K $ 4152 2024/03/31 -33.174 K $ -3.49 %
2025/09/30 MSFT MICROSOFT CORP 0.68% 910.378 K $ 1758 2024/03/31 36.088 K $ 4.13 %
2025/09/30 ISRG INTUITIVE SURGICAL 0.67% 894.460 K $ 2000 2024/03/31 -192.359 K $ -17.70 %
2025/09/30 UNH UNITEDHEALTH GROUP 0.56% 753.165 K $ 2181 2024/03/31 32.530 K $ 10.68 %
2025/09/30 GE GE AEROSPACE 0.52% 694.670 K $ 2309 2024/03/31 100.279 K $ 16.87 %
2025/09/30 GEV GE VERNOVA 0.51% 690.534 K $ 1123 2024/06/30 92.009 K $ 16.21 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR 0.47% 628.403 K $ 2250 2024/09/30 121.440 K $ 23.31 %
2025/09/30 VBK VANGUARD SMALL 0.46% 612.502 K $ 2058 2024/09/30 42.559 K $ 7.47 %
2025/09/30 VEU VANGUARD FTSE 0.40% 536.485 K $ 7517 2024/03/31 19.160 K $ 6.17 %
2025/09/30 HON HONEYWELL INTL 0.34% 459.522 K $ 2183 2024/03/31 -48.855 K $ -9.61 %
2025/09/30 XLF FINANCIAL SELECT 0.33% 440.830 K $ 8183 2024/03/31 12.042 K $ 2.86 %
2025/09/30 VTWO VANGUARD RUSSELL 0.30% 407.127 K $ 4162 2024/09/30 44.117 K $ 12.15 %
2025/09/30 UAL UNITED AIRLINES 0.30% 405.300 K $ 4200 2024/03/31 75.071 K $ 21.19 %
2025/09/30 OHI OMEGA HEALTHCARE 0.29% 393.068 K $ 9310 2024/03/31 50.742 K $ 15.20 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.26% 354.523 K $ 1912 2024/03/31 62.465 K $ 21.39 %
2025/09/30 XLE ENERGY SELECT 0.22% 292.023 K $ 3269 2024/03/31 0.000 $ 0.00 %
2025/09/30 MMM 3M COMPANY 0.19% 252.168 K $ 1625 2024/03/31 6.320 K $ 1.93 %
2025/09/30 TMO THERMO FISHER 0.18% 242.510 K $ 500 2024/03/31 39.780 K $ 19.62 %
2025/09/30 KMI KINDER MORGAN 0.17% 231.933 K $ 8193 2024/03/31 -9.453 K $ -3.71 %
2025/09/30 V VISA INC 0.16% 220.515 K $ 646 2024/03/31 -8.830 K $ -3.85 %
2025/09/30 NKE NIKE INC 0.16% 211.712 K $ 3036 2024/03/31 -3.975 K $ -1.84 %
2025/09/30 JOBY JOBY AVIATION 0.15% 208.206 K $ 12900 2025/09/30 0.000 $ 0.00 %
2025/09/30 GM GENERAL MOTORS 0.15% 206.597 K $ 3388 2024/03/31 0.000 $ 0.00 %
2025/09/30 F FORD MOTOR 0.11% 153.699 K $ 12851 2024/03/31 14.232 K $ 10.23 %
2025/09/30 CHPT CHARGEPOINT HOLDINGS 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 ACHR ARCHER AVIATION 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 IBM INTL BUSINESS 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %