AJOVista, LLC

All Holdings — 2024 Q3

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
175
Quarter
2024 Q3
Top Holding
BEKE (9.0%)
Top 10 Concentration
39.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 175
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BEKE
KE HLDGS INC
Real Estate 8.97% #1
Prev: #—
5.6 105,472 no change
NEW
105,472 $2,099,948 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
QFIN
QIFU TECHNOLOGY...
Financial Services 6.95% #2
Prev: #—
4.8 54,560 no change
NEW
54,560 $1,626,434 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
HMY
HARMONY GOLD MI...
Basic Materials 6.32% 7.07% #3 1
Prev: #2
2.7 -121,899 -45.6%
P
S
145,316 $1,477,864 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
JD
JD.COM INC
Consumer Cyclical 5.30% #4
Prev: #—
4.1 31,023 no change
NEW
31,023 $1,240,920 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 4.01% #5
Prev: #—
3.6 8,834 no change
NEW
8,834 $937,464 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
KSA
ISHARES TR
ETF 2.08% 18.34% #6 5
Prev: #1
1.1 -145,227 -92.7%
P
S
11,393 $486,481 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VALE
VALE S A
Basic Materials 1.51% #7
Prev: #—
2.6 30,299 no change
NEW
30,299 $353,892 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
NECB
NORTHEAST CMNTY...
Financial Services 1.40% #8
Prev: #—
2.6 12,346 no change
NEW
12,346 $326,552 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
PNTG
PENNANT GROUP I...
Healthcare 1.29% #9
Prev: #—
2.5 8,455 no change
NEW
8,455 $301,844 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
OSPN
ONESPAN INC
Technology 1.27% #10
Prev: #—
2.5 17,774 no change
NEW
17,774 $296,293 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
ADPT
ADAPTIVE BIOTEC...
Healthcare 1.23% #11
Prev: #—
2.5 56,270 no change
NEW
56,270 $288,102 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
PAHC
PHIBRO ANIMAL H...
Healthcare 1.23% #12
Prev: #—
2.5 12,741 no change
NEW
12,741 $286,927 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
CMPO
COMPOSECURE INC
Industrials 1.21% #13
Prev: #—
2.5 20,261 no change
NEW
20,261 $284,059 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
WLDN
WILLDAN GROUP I...
Industrials 1.20% #14
Prev: #—
2.5 6,831 no change
NEW
6,831 $279,729 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TCBX
THIRD COAST BAN...
Financial Services 1.17% #15
Prev: #—
2.5 10,258 no change
NEW
10,258 $274,607 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SXC
SUNCOKE ENERGY ...
Basic Materials 1.12% #16
Prev: #—
2.4 30,324 no change
NEW
30,324 $263,212 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VERI
VERITONE INC
Technology 1.08% #17
Prev: #—
2.4 70,535 no change
NEW
70,535 $253,221 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
WEYS
WEYCO GROUP INC
Consumer Cyclical 1.07% #18
Prev: #—
2.4 7,389 no change
NEW
7,389 $251,522 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCVL
SHOE CARNIVAL I...
Consumer Cyclical 1.05% #19
Prev: #—
2.4 5,622 no change
NEW
5,622 $246,525 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
BW
BABCOCK & WILCO...
Industrials 1.04% #20
Prev: #—
2.4 119,839 no change
NEW
119,839 $244,472 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
BBW
BUILD-A-BEAR WO...
Consumer Cyclical 1.04% #21
Prev: #—
2.4 7,103 no change
NEW
7,103 $244,130 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
SSBK
SOUTHERN STS BA...
Unknown 1.04% #22
Prev: #—
2.4 7,941 no change
NEW
7,941 $244,027 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FUBO
FUBOTV INC
Communication Services 1.04% #23
Prev: #—
2.4 170,655 no change
NEW
170,655 $242,330 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CSV
CARRIAGE SVCS I...
Consumer Cyclical 1.02% #24
Prev: #—
2.4 7,296 no change
NEW
7,296 $239,528 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
HOV
HOVNANIAN ENTER...
Consumer Cyclical 1.00% #25
Prev: #—
2.4 1,146 no change
NEW
1,146 $234,208 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AAPL
APPLE INC
Technology 0.00% 6.68%
Sold All 😨
(Was: #3)
0.3 -10,993 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.00% 6.64%
Sold All 😨
(Was: #4)
0.3 -18,654 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 6.31%
Sold All 😨
(Was: #5)
0.3 -4,900 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.00% 3.91%
Sold All 😨
(Was: #6)
0.3 -7,025 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VIPS
VIPSHOP HLDGS L...
Consumer Cyclical 0.00% 3.16%
Sold All 😨
(Was: #7)
0.3 -84,044 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ATHM
AUTOHOME INC
Communication Services 0.00% 2.90%
Sold All 😨
(Was: #8)
0.3 -36,594 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 2.20%
Sold All 😨
(Was: #9)
0.3 -1,511 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.00% 2.19%
Sold All 😨
(Was: #10)
0.3 -4,144 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.00% 2.10%
Sold All 😨
(Was: #11)
0.3 -3,995 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCCO
SOUTHERN COPPER...
Basic Materials 0.00% 2.10%
Sold All 😨
(Was: #12)
0.3 -6,746 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.00% 1.56%
Sold All 😨
(Was: #13)
0.3 -598 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.00% 1.45%
Sold All 😨
(Was: #14)
0.3 -2,543 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AVGO
BROADCOM INC
Technology 0.00% 1.31%
Sold All 😨
(Was: #15)
0.3 -284 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
HIMX
HIMAX TECHNOLOG...
Technology 0.00% 1.15%
Sold All 😨
(Was: #16)
0.3 -50,306 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DRD
DRDGOLD LIMITED
Basic Materials 0.00% 1.11%
Sold All 😨
(Was: #17)
0.3 -44,905 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 1.03%
Sold All 😨
(Was: #18)
0.3 -3,117 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 0.00% 0.86%
Sold All 😨
(Was: #19)
0.3 -7,522 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
O
REALTY INCOME C...
Real Estate 0.00% 0.86%
Sold All 😨
(Was: #20)
0.3 -5,632 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SSNC
SS&C TECHNOLOGI...
Technology 0.00% 0.83%
Sold All 😨
(Was: #21)
0.3 -4,574 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.00% 0.80%
Sold All 😨
(Was: #22)
0.3 -1,611 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.79%
Sold All 😨
(Was: #23)
0.3 -3,377 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.78%
Sold All 😨
(Was: #24)
0.3 -403 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MTD
METTLER TOLEDO ...
Healthcare 0.00% 0.77%
Sold All 😨
(Was: #25)
0.3 -190 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 0.00% 0.76%
Sold All 😨
(Was: #26)
0.3 -593 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 0.76%
Sold All 😨
(Was: #27)
0.3 -3,487 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 0.75%
Sold All 😨
(Was: #28)
0.3 -514 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.75%
Sold All 😨
(Was: #29)
0.3 -1,291 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.00% 0.75%
Sold All 😨
(Was: #30)
0.3 -757 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 0.00% 0.71%
Sold All 😨
(Was: #31)
0.3 -1,573 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AXP
AMERICAN EXPRES...
Financial Services 0.00% 0.70%
Sold All 😨
(Was: #32)
0.3 -1,048 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
KEYS
KEYSIGHT TECHNO...
Technology 0.00% 0.69%
Sold All 😨
(Was: #33)
0.3 -1,761 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DIS
DISNEY WALT CO
Communication Services 0.00% 0.68%
Sold All 😨
(Was: #34)
0.3 -2,368 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
KMI
KINDER MORGAN I...
Energy 0.00% 0.67%
Sold All 😨
(Was: #35)
0.3 -11,697 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.66%
Sold All 😨
(Was: #36)
0.3 -1,472 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.00% 0.66%
Sold All 😨
(Was: #37)
0.3 -1,402 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MMM
3M CO
Industrials 0.00% 0.65%
Sold All 😨
(Was: #38)
0.3 -2,198 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
C
CITIGROUP INC
Financial Services 0.00% 0.64%
Sold All 😨
(Was: #39)
0.3 -3,496 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 0.00% 0.64%
Sold All 😨
(Was: #40)
0.3 -489 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
EMR
EMERSON ELEC CO
Industrials 0.00% 0.63%
Sold All 😨
(Was: #41)
0.3 -1,990 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FCX
FREEPORT-MCMORA...
Basic Materials 0.00% 0.63%
Sold All 😨
(Was: #42)
0.3 -4,496 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.62%
Sold All 😨
(Was: #43)
0.3 -4,062 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.00% 0.62%
Sold All 😨
(Was: #44)
0.3 -641 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
PLD
PROLOGIS INC.
Real Estate 0.00% 0.62%
Sold All 😨
(Was: #45)
0.3 -1,900 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ADSK
AUTODESK INC
Technology 0.00% 0.61%
Sold All 😨
(Was: #46)
0.3 -856 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 0.00% 0.60%
Sold All 😨
(Was: #47)
0.3 -1,009 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.60%
Sold All 😨
(Was: #48)
0.3 -5,392 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
INTU
INTUIT
Technology 0.00% 0.60%
Sold All 😨
(Was: #49)
0.3 -318 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 0.00% 0.60%
Sold All 😨
(Was: #50)
0.3 -3,509 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
A
AGILENT TECHNOL...
Healthcare 0.00% 0.59%
Sold All 😨
(Was: #51)
0.3 -1,591 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AMGN
AMGEN INC
Healthcare 0.00% 0.59%
Sold All 😨
(Was: #52)
0.3 -659 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.59%
Sold All 😨
(Was: #53)
0.3 -370 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 0.00% 0.58%
Sold All 😨
(Was: #54)
0.3 -807 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
T
AT&T INC
Communication Services 0.00% 0.58%
Sold All 😨
(Was: #55)
0.3 -10,455 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FINV
FINVOLUTION GRO...
Financial Services 0.00% 0.43%
Sold All 😨
(Was: #56)
0.3 -31,271 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ADMA
ADMA BIOLOGICS ...
Healthcare 0.00% 0.34%
Sold All 😨
(Was: #57)
0.3 -10,474 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NEXT
NEXTDECADE CORP
Energy 0.00% 0.28%
Sold All 😨
(Was: #58)
0.3 -12,079 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
NUVB
NUVATION BIO IN...
Healthcare 0.00% 0.19%
Sold All 😨
(Was: #63)
0.3 -22,295 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SEER
SEER INC
Healthcare 0.00% 0.15%
Sold All 😨
(Was: #66)
0.3 -30,774 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TLS
TELOS CORP MD
Technology 0.00% 0.14%
Sold All 😨
(Was: #67)
0.3 -12,468 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CIFR
CIPHER MINING I...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #68)
0.3 -10,994 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
MRSN
MERSANA THERAPE...
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #72)
0.3 -20,463 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SND
SMART SAND INC
Energy 0.00% 0.08%
Sold All 😨
(Was: #74)
0.3 -12,901 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
BFLY
BUTTERFLY NETWO...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #75)
0.3 -21,396 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-25 of 175 holdings

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