MM

MIDAS MAGIC

Mutual Fund
MIDAS MAGIC
Last update 2024-08-27 12 Stocks (1 new)
Value $21.00 Mil Turnover 3 %
Countries:
Top Holdings: GOOGL(28.25%)MA(21.12%)BRK.B(9.93%)AZO(9.15%)WSM(6.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
MIDAS MAGIC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL 		Alphabet Inc
32,400
5901.660
0%
28.250
0%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media
MA 		Mastercard Inc
10,000
4411.600
0%
21.120
0%
0.000
+15.34%
+23.75%
481641.010
Credit Services
BRK.B 		Berkshire Hathaway Inc
5,100
2074.680
-16.53%
9.930
-1.75%
0.000
+7.39%
+29.93%
999724.216
Insurance
AZO 		AutoZone Inc
645
1911.840
0%
9.150
0%
0.000
-1.49%
+20.29%
52574.367
Retail - Cyclical
WSM 		Williams-Sonoma Inc
10,000
1411.850
0%
6.760
0%
0.000
-6.61%
+30.77%
16398.847
Retail - Cyclical
JPM 		JPMorgan Chase & Co
6,800
1375.370
0%
6.580
0%
0.000
+16.84%
+42.64%
667179.373
Banks
LRCX 		Lam Research Corp
12,000
1277.820
0%
6.120
0%
0.000
-1.85%
+0.55%
100618.767
Semiconductors
UNH 		UnitedHealth Group Inc
1,350
687.500
0%
3.290
0%
0.000
+9.14%
+18.35%
566720.296
Healthcare Plans
NVR 		NVR Inc
80
607.080
New Holding
2.910
+2.91%
0.000
+10.46%
+32.95%
28515.310
Homebuilding & Construction
ESNT 		Essent Group Ltd
10,000
561.900
0%
2.690
0%
0.010
-6.62%
+6.32%
5870.400
Insurance

MIDAS MAGIC's Historical Top Holdings Breakdowns

MIDAS MAGIC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UHAL.B 		U-Haul Holding Co2024-06-30Sold Out
-3.71%
●
59.37 ($62.91) 66.97
$67.30
6.98%
Sold Out
0
-13,500
CACC 		Credit Acceptance Corp2024-06-30Sold Out
-3.30%
●
470.51 ($509.35) 572.49
$450.00
-11.65%
Sold Out
0
-1,450
NVR 		NVR Inc2024-06-30New Buy
+2.91%
●
7335.26 ($7647.13) 8026.27
$9,306.94
21.71%
New holding
80
80
WIRE Encore Wire Corp2024-06-30Sold Out
-2.46%
●
258.3 ($281.67) 291.23
$289.84
2.90%
Sold Out
0
-2,270
ENVA 		Enova International Inc2024-06-30Sold Out
-2.02%
●
57.7 ($61.01) 64.32
$100.61
64.91%
Sold Out
0
-7,800
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-1.75%
●
396.73 ($408.62) 420.24
$463.41
13.41%
Reduce -16.53%
5,100
-1,010
ELV 		Elevance Health Inc2024-06-30Sold Out
-1.60%
●
497.49 ($528.58) 547.8
$422.62
-20.05%
Sold Out
0
-750
NMIH 		NMI Holdings Inc2024-06-30Sold Out
-1.37%
●
29.5 ($32.18) 34.23
$37.10
15.29%
Sold Out
0
-10,280
YOU 		Clear Secure Inc2024-06-30Sold Out
-0.52%
●
16.55 ($18.1) 20.84
$27.77
53.43%
Sold Out
0
-5,899
UHAL 		U-Haul Holding Co2024-06-30Sold Out
-0.42%
●
61.73 ($65.09) 69.11
$75.01
15.24%
Sold Out
0
-1,500

MIDAS MAGIC Total Holding History ($B)

To

MIDAS MAGIC's Asset Allocation

To

MIDAS MAGIC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MIDAS MAGIC's Hypothetical Growth since 2024-06-30

MIDAS MAGIC's Yearly Returns

Year Portfolio % % Excess Gain %

MIDAS MAGIC's Holdings Heat Map

Size field:

MIDAS MAGIC's Holdings Bubble Chart

MIDAS MAGIC News

  • 1

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