AMERICAN EXPRESS CO

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
2
Quarter
2025 Q4
Top Holding
GBTG (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
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
GBTG
Global Business...
Consumer Cyclical 100.00% 99.97% #1
Prev: #1
10.0 no change no change
P
S
157,786,199 $1,207,064,422 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CARV
Carver Bancorp ...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #2)
0.3 -134,905 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-2 of 2 holdings

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