RJ

Rosenbaum Jay D.

13F
Rosenbaum Jay D.
Last update 2024-07-26 30 Stocks (3 new)
Value $18.00 Mil Turnover 7 %
Countries:
Top Holdings: NPWR(27.82%)CRK(11.75%)MSFT(5.58%)AMZN(4.43%)AAPL(3.80%)
Portfolio Report
Summary Stock Picks Current Portfolio
Rosenbaum Jay D. 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
NPWR 		NET Power Inc
500,000
4915.000
0%
27.820
0%
0.690
+8.08%
-8.61%
677.702
Industrial Products
CRK 		Comstock Resources Inc
200,000
2076.000
0%
11.750
0%
0.070
+42.44%
+31.02%
3384.376
Oil & Gas
MSFT 		Microsoft Corp
2,207
986.420
-10.54%
5.580
-0.62%
0.000
+4.42%
+10.13%
3059676.484
Software
AMZN 		Amazon.com Inc
4,052
783.050
+1.50%
4.430
+0.07%
0.000
+23.66%
+31.05%
2095957.143
Retail - Cyclical
AAPL 		Apple Inc
3,191
672.090
-13.55%
3.800
-0.49%
0.000
+6.66%
+16.23%
3371282.005
Hardware
GOOGL 		Alphabet Inc
3,362
612.390
0%
3.470
0%
0.000
+6.71%
+21.79%
2085589.105
Interactive Media
NVDA 		NVIDIA Corp
4,500
555.930
-12.62%
3.150
-0.33%
0.000
+38.59%
+181.15%
3426963.650
Semiconductors
META 		Meta Platforms Inc
1,079
544.050
0%
3.080
0%
0.000
+19.82%
+61.37%
1437342.791
Interactive Media
AVGO 		Broadcom Inc
3,220
516.980
+43.11%
2.930
+0.88%
0.000
+21.83%
+56.23%
805207.315
Semiconductors
V 		Visa Inc
1,943
509.980
+4.29%
2.890
+0.12%
0.000
+14.56%
+13.26%
568768.400
Credit Services

Rosenbaum Jay D.'s Historical Top Holdings Breakdowns

Rosenbaum Jay D.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HD 		The Home Depot Inc2024-06-30Sold Out
-1.54%
●
325.1 ($341.12) 368.03
$398.98
16.96%
Sold Out
0
-707
VB 		Vanguard Small Cap ETF2024-06-30New Buy
+1.46%
●
210.76 ($219.6) 226.94
$240.03
9.30%
New holding
1,179
1,179
VO 		Vanguard Mid-Cap ETF2024-06-30New Buy
+1.32%
●
234.99 ($243.07) 248.98
$266.05
9.45%
New holding
960
960
CHTR 		Charter Communications Inc2024-06-30New Buy
+1.27%
●
254.61 ($272.92) 298.96
$384.17
40.76%
New holding
750
750
GOOG 		Alphabet Inc2024-06-30Sold Out
-1.26%
●
151.94 ($170.1) 186.86
$171.38
0.76%
Sold Out
0
-1,460
SHW 		Sherwin-Williams Co2024-06-30Sold Out
-1.16%
●
291.95 ($309.38) 338.16
$377.38
21.98%
Sold Out
0
-587
AVGO 		Broadcom Inc2024-06-30Add
+0.88%
●
120.47 ($140.14) 182.89
$172.40
23.02%
Add 43.11%
3,220
97
MSFT 		Microsoft Corp2024-06-30Reduce
-0.62%
●
389.33 ($422.32) 452.85
$411.53
-2.55%
Reduce -10.54%
2,207
-260
AAPL 		Apple Inc2024-06-30Reduce
-0.49%
●
165 ($186.49) 216.67
$223.03
19.59%
Reduce -13.55%
3,191
-500
HQY 		HealthEquity Inc2024-06-30Add
+0.35%
●
75.85 ($80.8) 86.94
$89.15
10.33%
Add 27.52%
3,336
720

Rosenbaum Jay D. Total Holding History ($B)

To

Rosenbaum Jay D.'s Asset Allocation

To

Rosenbaum Jay D. Past Portfolios

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

Top Ranked Articles

  • 1

Rosenbaum Jay D.'s Hypothetical Growth since 2024-06-30

Rosenbaum Jay D.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rosenbaum Jay D.'s Holdings Heat Map

Size field:

Rosenbaum Jay D.'s Holdings Bubble Chart

Rosenbaum Jay D. News

  • 1

Discussions on Rosenbaum Jay D.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.