| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 476.07% | £403,251.36 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 121.67% | £155,170.40 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 96.80% | £137,758.78 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 67.21% | £117,045.45 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 53.17% | £107,220.55 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 31.93% | £92,353.30 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 12.36% | £78,654.55 | |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | -1.08% | £69,247.47 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | -1.77% | £68,761.53 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -8.83% | £63,816.39 |
|
|
V
Visa |
Financial Services / Credit Services | -11.95% | £61,636.11 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -18.99% | £56,703.73 |
| Since | Company | Active | Companies House |
|---|---|---|---|
| May 2017 |
|
Ceased 3rd Jun '25 | |
| May 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| May 2020 |
|
Ceased 8th Apr '25 | |
| May 2021 |
|
Ceased 8th Apr '25 | |
| Feb 2023 |
|
Ceased 8th Apr '25 |
| Filed | Name | Amount | Type | Corporate | Companies House | |
|---|---|---|---|---|---|---|
| None declared | ||||||
| Filed | Destination | Amount | |||
|---|---|---|---|---|---|
| None declared | |||||