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
+7.38%
-9.21%
671.116
Industrial Products
CRK 		Comstock Resources Inc
200,000
2076.000
0%
11.750
0%
0.070
+43.24%
+31.75%
3407.759
Oil & Gas
MSFT 		Microsoft Corp
2,207
986.420
-10.54%
5.580
-0.62%
0.000
+4.32%
+10.02%
3059156.044
Software
AMZN 		Amazon.com Inc
4,052
783.050
+1.50%
4.430
+0.07%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
AAPL 		Apple Inc
3,191
672.090
-13.55%
3.800
-0.49%
0.000
+6.90%
+16.50%
3377630.649
Hardware
GOOGL 		Alphabet Inc
3,362
612.390
0%
3.470
0%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
NVDA 		NVIDIA Corp
4,500
555.930
-12.62%
3.150
-0.33%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
META 		Meta Platforms Inc
1,079
544.050
0%
3.080
0%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
AVGO 		Broadcom Inc
3,220
516.980
+43.11%
2.930
+0.88%
0.000
+22.80%
+57.47%
812213.181
Semiconductors
V 		Visa Inc
1,943
509.980
+4.29%
2.890
+0.12%
0.000
+14.60%
+13.30%
569477.114
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
$400.09
17.29%
Sold Out
0
-707
VB 		Vanguard Small Cap ETF2024-06-30New Buy
+1.46%
●
210.76 ($219.6) 226.94
$240.84
9.67%
New holding
1,179
1,179
VO 		Vanguard Mid-Cap ETF2024-06-30New Buy
+1.32%
●
234.99 ($243.07) 248.98
$266.69
9.72%
New holding
960
960
CHTR 		Charter Communications Inc2024-06-30New Buy
+1.27%
●
254.61 ($272.92) 298.96
$382.38
40.11%
New holding
750
750
GOOG 		Alphabet Inc2024-06-30Sold Out
-1.26%
●
151.94 ($170.1) 186.86
$171.41
0.77%
Sold Out
0
-1,460
SHW 		Sherwin-Williams Co2024-06-30Sold Out
-1.16%
●
291.95 ($309.38) 338.16
$378.21
22.25%
Sold Out
0
-587
AVGO 		Broadcom Inc2024-06-30Add
+0.88%
●
120.47 ($140.14) 182.89
$173.90
24.09%
Add 43.11%
3,220
97
MSFT 		Microsoft Corp2024-06-30Reduce
-0.62%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Reduce -10.54%
2,207
-260
AAPL 		Apple Inc2024-06-30Reduce
-0.49%
●
165 ($186.49) 216.67
$223.45
19.82%
Reduce -13.55%
3,191
-500
HQY 		HealthEquity Inc2024-06-30Add
+0.35%
●
75.85 ($80.8) 86.94
$89.23
10.43%
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

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