Ransom Advisory, Ltd

data from 30/09/2025

Capitalization

$ 222.007 M 4.66 %

Average holding period

2 ans

Performance

$ 37.001 M 17.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ransom Advisory, Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 10.89% 24.168 M $ 46661 2025/03/31 973.390 K $ 4.13 %
2025/09/30 AAPL APPLE INC 10.74% 23.843 M $ 93636 2025/03/31 4.702 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC CLASS CLASS A 6.28% 13.939 M $ 57337 2025/03/31 3.905 M $ 37.94 %
2025/09/30 NVDA NVIDIA CORP 5.94% 13.184 M $ 70664 2025/03/31 2.085 M $ 18.10 %
2025/09/30 JPM JPMORGAN CHASE & CO 4.42% 9.803 M $ 31079 2025/03/31 815.721 K $ 8.80 %
2025/09/30 GOOG ALPHABET INC CLASS C 3.33% 7.390 M $ 30344 2025/03/31 2.063 M $ 37.30 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY CLASS B 2.74% 6.080 M $ 12094 2025/03/31 205.829 K $ 3.49 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 2.26% 5.026 M $ 6311 2025/03/31 566.242 K $ 12.52 %
2025/09/30 HD HOME DEPOT INC 1.88% 4.166 M $ 10282 2025/03/31 401.189 K $ 10.51 %
2025/09/30 AMZN AMAZON.COM INC 1.80% 4.001 M $ 18223 2025/03/31 3.271 K $ 0.08 %
2025/09/30 PG PROCTER & GAMBLE CO 1.63% 3.612 M $ 23506 2025/03/31 -127.353 K $ -3.56 %
2025/09/30 MCD MCDONALDS CORP 1.49% 3.314 M $ 10904 2025/03/31 130.724 K $ 4.01 %
2025/09/30 V VISA INC CLASS A 1.45% 3.215 M $ 9417 2025/03/31 -130.780 K $ -3.85 %
2025/09/30 HON HONEYWELL INTL INC 1.41% 3.127 M $ 14857 2025/03/31 -335.856 K $ -9.61 %
2025/09/30 CSCO CISCO SYS INC 1.38% 3.054 M $ 44634 2025/03/31 -42.272 K $ -1.38 %
2025/09/30 ABBV ABBVIE INC 1.36% 3.009 M $ 12995 2025/03/31 606.832 K $ 24.74 %
2025/09/30 BLK BLACKROCK INC NEW 1.27% 2.811 M $ 2411 2025/03/31 286.418 K $ 11.11 %
2025/09/30 PEP PEPSICO INC 1.26% 2.798 M $ 19923 2025/03/31 175.324 K $ 6.36 %
2025/09/30 LOW LOWES COS INC 1.25% 2.774 M $ 11039 2025/03/31 330.905 K $ 13.27 %
2025/09/30 BAC BANK OF AMERICA CORP 1.20% 2.658 M $ 51524 2025/03/31 222.249 K $ 9.02 %
2025/09/30 RTX RTX CORP 1.20% 2.653 M $ 15856 2025/03/31 351.742 K $ 14.59 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC 1.01% 2.241 M $ 4621 2025/03/31 367.646 K $ 19.62 %
2025/09/30 PNC PNC FINL SERVICES 1.00% 2.224 M $ 11067 2025/03/31 158.260 K $ 7.78 %
2025/09/30 NEE NEXTERA ENERGY INC 0.96% 2.138 M $ 28320 2025/03/31 159.762 K $ 8.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.95% 2.119 M $ 11426 2025/03/31 389.491 K $ 21.39 %
2025/09/30 MA MASTERCARD INC CLASS A 0.94% 2.078 M $ 3654 2025/03/31 25.789 K $ 1.22 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.89% 1.975 M $ 5946 2025/03/31 78.368 K $ 4.13 %
2025/09/30 MET METLIFE INC 0.86% 1.915 M $ 23246 2025/03/31 45.630 K $ 2.42 %
2025/09/30 LLY ELI LILLY AND CO 0.84% 1.870 M $ 2451 2025/03/31 -19.026 K $ -2.12 %
2025/09/30 WFC WELLS FARGO & CO 0.78% 1.721 M $ 20536 2025/03/31 76.908 K $ 4.62 %
2025/09/30 EMR EMERSON ELEC CO 0.75% 1.672 M $ 12748 2025/03/31 -29.773 K $ -1.61 %
2025/09/30 XOM EXXON MOBIL CORP 0.74% 1.642 M $ 14563 2025/03/31 75.883 K $ 4.59 %
2025/09/30 NKE NIKE INC CLASS CLASS B 0.74% 1.638 M $ 23497 2025/03/31 -32.942 K $ -1.84 %
2025/09/30 CVX CHEVRON CORP NEW 0.73% 1.621 M $ 10439 2025/03/31 125.404 K $ 8.45 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.73% 1.621 M $ 3247 2025/03/31 110.770 K $ 7.79 %
2025/09/30 C CITIGROUP INC 0.69% 1.534 M $ 15114 2025/03/31 249.205 K $ 19.24 %
2025/09/30 CVS CVS HEALTH CORP 0.65% 1.439 M $ 19083 2025/03/31 128.334 K $ 9.29 %
2025/09/30 DIS DISNEY WALT CO 0.60% 1.342 M $ 11717 2025/03/31 -111.428 K $ -7.67 %
2025/09/30 IBM IBM CORP 0.59% 1.300 M $ 4606 2025/03/31 -61.194 K $ -4.28 %
2025/09/30 MRK MERCK & CO. INC. 0.58% 1.291 M $ 15381 2025/03/31 80.245 K $ 6.03 %
2025/09/30 ORCL ORACLE CORP 0.57% 1.272 M $ 4524 2025/03/31 286.503 K $ 28.64 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.54% 1.193 M $ 22450 2025/03/31 191.327 K $ 18.79 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.51% 1.138 M $ 9195 2025/03/31 56.562 K $ 4.87 %
2025/09/30 EVR EVERCORE INC CLASS A 0.51% 1.130 M $ 3350 2025/03/31 232.185 K $ 24.92 %
2025/09/30 BX BLACKSTONE INC 0.47% 1.044 M $ 6113 2025/03/31 130.108 K $ 14.22 %
2025/09/30 WMT WALMART INC 0.47% 1.034 M $ 10037 2025/03/31 55.767 K $ 5.40 %
2025/09/30 DE DEERE & CO 0.45% 998.199 K $ 2183 2025/03/31 -114.396 K $ -10.07 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.44% 987.557 K $ 4850 2025/03/31 -4.742 K $ -0.50 %
2025/09/30 MMM 3M CO 0.37% 823.758 K $ 5308 2025/03/31 16.043 K $ 1.93 %
2025/09/30 FDX FEDEX CORP 0.36% 795.859 K $ 3375 2025/03/31 28.687 K $ 3.74 %
2025/09/30 KO THE COCA-COLA CO 0.36% 794.049 K $ 11973 2025/03/31 -51.268 K $ -6.26 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.35% 772.970 K $ 1550 2025/03/31 -98.817 K $ -12.02 %
2025/09/30 COP CONOCOPHILLIPS 0.34% 758.080 K $ 8014 2025/03/31 38.867 K $ 5.40 %
2025/09/30 ABT ABBOTT LABS 0.34% 756.331 K $ 5647 2025/03/31 -12.099 K $ -1.52 %
2025/09/30 ADBE ADOBE INC 0.34% 746.066 K $ 2115 2025/03/31 -83.447 K $ -8.82 %
2025/09/30 META META PLATFORMS INC CLASS A 0.33% 738.052 K $ 1005 2025/03/31 -3.724 K $ -0.50 %
2025/09/30 BK BANK NEW YORK MELLON COR 0.33% 729.160 K $ 6692 2025/03/31 119.452 K $ 19.59 %
2025/09/30 VZ VERIZON COMMUNICATIONS I 0.33% 727.944 K $ 16563 2025/03/31 10.361 K $ 1.57 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.31% 692.233 K $ 17650 2025/03/31 -60.504 K $ -9.53 %
2025/09/30 BA BOEING CO 0.29% 647.490 K $ 3000 2025/03/31 19.215 K $ 3.01 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.27% 593.986 K $ 3550 2025/03/31 156.448 K $ 35.76 %
2025/09/30 ADP AUTOMATIC DATA PROCESSIN 0.26% 585.826 K $ 1996 2025/03/31 -29.740 K $ -4.83 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.26% 578.680 K $ 5050 2025/03/31 52.469 K $ 9.97 %
2025/09/30 CAT CATERPILLAR INC 0.26% 570.194 K $ 1195 2025/03/31 110.730 K $ 22.91 %
2025/09/30 TFC TRUIST FINL CORP 0.26% 568.300 K $ 12430 2025/03/31 35.844 K $ 6.35 %
2025/09/30 SHW SHERWIN-WILLIAMS CO 0.25% 562.672 K $ 1625 2025/03/31 4.277 K $ 0.84 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.24% 542.376 K $ 12026 2025/03/31 -15.857 K $ -2.57 %
2025/09/30 PFE PFIZER INC 0.24% 538.844 K $ 21148 2025/03/31 26.213 K $ 5.12 %
2025/09/30 AMGN AMGEN INC 0.24% 525.739 K $ 1863 2025/03/31 5.570 K $ 1.07 %
2025/09/30 PSX PHILLIPS 66 0.23% 506.674 K $ 3725 2025/03/31 62.282 K $ 14.02 %
2025/09/30 AMP AMERIPRISE FINL INC 0.23% 501.075 K $ 1020 2025/03/31 -43.329 K $ -7.96 %
2025/09/30 WAT WATERS CORP 0.22% 494.387 K $ 1649 2025/03/31 -59.076 K $ -14.10 %
2025/09/30 MTB M & T BK CORP 0.22% 486.738 K $ 2463 2025/03/31 9.303 K $ 1.87 %
2025/09/30 CSX CSX CORP 0.22% 486.487 K $ 13700 2025/03/31 39.455 K $ 8.83 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.21% 462.392 K $ 4600 2025/03/31 782.000 $ 0.17 %
2025/09/30 DHR DANAHER CORP 0.21% 459.368 K $ 2317 2025/03/31 1.812 K $ 0.36 %
2025/09/30 GIS GENERAL MILLS INC 0.19% 424.133 K $ 8412 2025/03/31 -11.692 K $ -2.68 %
2025/09/30 UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.19% 422.844 K $ 7133 2025/03/31 -14.142 K $ -3.09 %
2025/09/30 HIG HARTFORD INS GROUP INC 0.18% 400.170 K $ 3000 2025/03/31 19.559 K $ 5.14 %
2025/09/30 CMI CUMMINS INC 0.18% 392.804 K $ 930 2025/03/31 83.959 K $ 28.97 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.17% 387.744 K $ 1200 2025/03/31 -79.007 K $ -16.93 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GR 0.17% 383.916 K $ 4600 2025/03/31 -3.312 K $ -0.86 %
2025/09/30 AMD ADVANCED MICRO DEVIC 0.17% 374.544 K $ 2315 2025/03/31 47.139 K $ 14.02 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.16% 356.072 K $ 4700 2025/03/31 -20.400 K $ -5.02 %
2025/09/30 CARR CARRIER GLOBAL CORP 0.16% 345.006 K $ 5779 2025/03/31 -85.040 K $ -18.43 %
2025/09/30 SBUX STARBUCKS CORP 0.15% 342.207 K $ 4045 2025/03/31 -24.605 K $ -7.67 %
2025/09/30 HII HUNTINGTON INGALLS INDS 0.15% 331.096 K $ 1150 2025/03/31 55.740 K $ 19.24 %
2025/09/30 MDLZ MONDELEZ INTL INC CLASS A 0.15% 328.346 K $ 5256 2025/03/31 -28.855 K $ -7.37 %
2025/09/30 TSLA TESLA INC 0.14% 308.191 K $ 693 2025/03/31 88.052 K $ 40.00 %
2025/09/30 SHEL SHELL PLC FTENDER OFFER EXP: 0.14% 304.789 K $ 4261 2025/06/30 4.772 K $ 1.59 %
2025/09/30 MKC MCCORMICK & CO INC 0.13% 298.753 K $ 4465 2025/03/31 -16.839 K $ -11.75 %
2025/09/30 ADI ANALOG DEVICES INC 0.13% 295.577 K $ 1203 2025/03/31 9.584 K $ 3.23 %
2025/09/30 CRM SALESFORCE INC 0.13% 294.591 K $ 1243 2025/03/31 -44.362 K $ -13.09 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.13% 291.778 K $ 845 2025/03/31 28.163 K $ 10.68 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.13% 285.870 K $ 1500 2025/03/31 18.615 K $ 6.10 %
2025/09/30 USB US BANCORP DEL 0.12% 274.998 K $ 5690 2025/03/31 17.525 K $ 6.81 %
2025/09/30 SYY SYSCO CORP 0.12% 260.194 K $ 3160 2025/03/31 22.202 K $ 8.71 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.12% 256.219 K $ 1440 2025/03/31 -97.826 K $ -25.11 %
2025/09/30 SWK STANLEY BLACK & DECKER I 0.11% 252.722 K $ 3400 2025/03/31 16.449 K $ 9.71 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL I 0.11% 246.897 K $ 6300 2025/03/31 -94.128 K $ -30.20 %