Mutual Funds Holdings
| Stock | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 2,61,174 | 3,01,713 | 4,49,309 | 4,49,309 | 7,66,877 | 5,85,127 |
0 | 0 | 0 | 0 | 39,050 | 39,050 | 39,050 | 78,100 | 1,22,388 | 1,59,268 | 1,59,268 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,57,126 |
Increased Allocation | 0 | 17,623 | 21,742 | 27,144 | 27,144 | 27,144 | 27,144 | 29,138 | 73,900 | 99,781 | 1,44,286 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,16,028 | 1,16,028 | 1,41,582 | 1,41,582 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,20,131 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,13,886 |
Increased Allocation | 0 | 0 | 0 | 10,374 | 43,289 | 97,059 | 97,059 | 89,723 | 89,723 | 89,723 | 1,05,071 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 52,648 | 52,648 | 52,648 | 83,744 | 1,05,005 |
Increased Allocation | 0 | 16,416 | 16,416 | 35,662 | 35,662 | 35,662 | 35,662 | 45,795 | 45,795 | 45,795 | 83,296 |
Increased Allocation | 9,418 | 19,310 | 19,310 | 19,310 | 22,701 | 27,375 | 31,658 | 56,765 | 67,347 | 78,958 | 83,189 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 76,580 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 26,451 | 36,551 | 36,551 | 36,551 | 36,551 | 71,176 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 65,332 |
Increased Allocation | 0 | 2,694 | 2,694 | 2,694 | 2,694 | 2,694 | 38,440 | 41,875 | 45,909 | 53,181 | 64,441 |
0 | 0 | 0 | 0 | 0 | 31,909 | 59,790 | 44,094 | 61,931 | 61,931 | 61,931 | |
Increased Allocation | 0 | 2,601 | 2,601 | 2,601 | 3,390 | 3,390 | 16,950 | 16,950 | 16,950 | 36,266 | 46,777 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 44,550 | 44,550 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43,609 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41,466 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 18,513 | 29,156 | 36,498 | 36,498 | |
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 49,073 | 49,073 | 49,073 | 49,073 | 35,417 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 33,525 |
Increased Allocation | 0 | 0 | 6,673 | 6,673 | 6,673 | 6,673 | 6,673 | 12,453 | 15,826 | 24,666 | 33,180 |
Increased Allocation | 0 | 11,414 | 13,379 | 13,379 | 25,279 | 25,279 | 25,279 | 25,279 | 25,279 | 25,279 | 32,207 |
Increased Allocation | 0 | 3,791 | 3,791 | 4,954 | 4,954 | 5,418 | 5,418 | 11,825 | 19,884 | 26,361 | 29,294 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14,450 | 27,416 |
0 | 13,062 | 13,062 | 13,062 | 13,062 | 17,643 | 17,643 | 17,643 | 25,000 | 25,000 | 25,000 | |
0 | 0 | 0 | 0 | 23,815 | 23,815 | 23,815 | 23,815 | 23,815 | 23,815 | 23,815 | |
Increased Allocation | 0 | 8,039 | 8,039 | 8,039 | 18,155 | 18,155 | 14,514 | 14,514 | 18,476 | 18,476 | 22,838 |
0 | 0 | 0 | 0 | 0 | 0 | 10,433 | 21,326 | 21,326 | 21,326 | 21,326 | |
Increased Allocation | 0 | 0 | 0 | 3,885 | 14,585 | 16,609 | 14,150 | 15,285 | 15,285 | 15,285 | 18,198 |
Increased Allocation | 0 | 5,437 | 5,437 | 5,437 | 5,437 | 3,902 | 3,902 | 6,614 | 9,054 | 11,039 | 16,970 |
9,107 | 9,107 | 10,841 | 10,841 | 12,655 | 15,198 | 15,198 | 16,248 | 16,248 | 16,248 | 16,248 | |
0 | 0 | 0 | 0 | 0 | 0 | 10,674 | 10,674 | 10,674 | 14,412 | 14,412 | |
Increased Allocation | 0 | 7,505 | 7,505 | 7,505 | 7,505 | 7,505 | 7,505 | 7,505 | 7,505 | 9,682 | 13,692 |
0 | 0 | 8,485 | 8,485 | 8,485 | 8,485 | 8,485 | 8,485 | 8,485 | 13,000 | 13,000 | |
Increased Allocation | 0 | 8,852 | 8,852 | 8,852 | 8,852 | 8,852 | 8,852 | 8,852 | 8,852 | 8,852 | 12,642 |
Increased Allocation | 0 | 0 | 0 | 0 | 3,927 | 7,054 | 7,054 | 7,054 | 8,261 | 10,211 | 11,891 |
0 | 0 | 0 | 0 | 0 | 0 | 11,796 | 11,796 | 11,796 | 11,796 | 11,796 | |
Increased Allocation | 0 | 0 | 0 | 0 | 5,307 | 3,307 | 3,307 | 3,307 | 4,880 | 6,886 | 11,784 |
Increased Allocation | 0 | 5,150 | 5,150 | 5,150 | 5,150 | 4,477 | 4,477 | 4,477 | 4,477 | 4,477 | 11,054 |
Increased Allocation | 1,675 | 3,118 | 3,118 | 3,118 | 3,517 | 4,045 | 4,045 | 6,220 | 7,460 | 10,135 | 11,044 |
Increased Allocation | 0 | 1,189 | 0 | 1,279 | 2,849 | 8,198 | 8,198 | 8,198 | 8,198 | 8,727 | 11,033 |
Increased Allocation | 0 | 0 | 0 | 1,712 | 5,375 | 5,375 | 5,375 | 5,375 | 6,590 | 8,342 | 10,636 |
0 | 5,728 | 5,728 | 5,728 | 5,728 | 5,728 | 5,728 | 5,728 | 5,728 | 10,133 | 10,133 | |
Increased Allocation | 0 | 3,345 | 3,345 | 4,378 | 4,378 | 4,378 | 4,378 | 4,378 | 4,378 | 4,378 | 9,779 |
0 | 3,899 | 3,899 | 3,899 | 4,819 | 4,819 | 4,819 | 4,819 | 4,819 | 6,541 | 6,541 | |
0 | 0 | 0 | 9,360 | 9,360 | 0 | 5,268 | 5,268 | 5,268 | 5,268 | 5,268 | |
6,391 | 6,391 | 8,663 | 8,663 | 8,663 | 8,663 | 8,663 | 9,996 | 9,996 | 5,146 | 5,146 | |
Increased Allocation | 0 | 620 | 620 | 620 | 620 | 2,404 | 2,759 | 2,000 | 2,900 | 4,271 | 4,991 |
Increased Allocation | 0 | 2,130 | 2,130 | 2,130 | 2,130 | 2,130 | 2,130 | 2,297 | 2,592 | 3,958 | 4,978 |
Increased Allocation | 1,754 | 1,754 | 1,165 | 1,535 | 1,535 | 1,535 | 1,535 | 1,535 | 1,535 | 3,801 | 4,637 |
Increased Allocation | 0 | 866 | 1,861 | 1,861 | 3,125 | 3,125 | 3,125 | 3,724 | 3,724 | 3,724 | 4,427 |
0 | 1,322 | 1,322 | 1,322 | 1,322 | 2,628 | 2,987 | 3,571 | 3,571 | 4,244 | 4,244 | |
Increased Allocation | 0 | 516 | 516 | 516 | 2,471 | 2,471 | 2,471 | 2,471 | 2,471 | 2,471 | 2,687 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,196 |
2,307 | 2,307 | 972 | 972 | 972 | 972 | 972 | 1,262 | 1,773 | 1,773 | 1,773 | |
0 | 954 | 1,254 | 1,254 | 0 | 0 | 0 | 0 | 0 | 1,185 | 1,185 | |
16,843 | 15,087 | 7,162 | 7,162 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 1,31,513 | 1,31,513 | 1,31,513 | 2,37,456 | 2,37,456 | 2,85,944 | 2,85,944 | 2,85,944 | 2,85,944 | 0 |
0 | 15,419 | 15,419 | 24,214 | 38,822 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 7,489 | 7,489 | 0 | 0 | 0 | 0 | 0 | |
0 | 3,347 | 3,347 | 3,347 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 10,711 | 12,527 | 12,527 | 12,527 | 12,527 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 17,000 | 17,000 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 6,617 | 10,434 | 10,434 | 0 | 0 | 0 | 0 | |
Full Exit | 33,056 | 33,056 | 33,056 | 33,056 | 36,403 | 36,403 | 36,403 | 36,403 | 36,403 | 14,677 | 0 |
Full Exit | 0 | 0 | 0 | 0 | 0 | 21,587 | 26,072 | 58,354 | 58,354 | 50,598 | 0 |
0 | 0 | 0 | 0 | 0 | 2,680 | 5,491 | 6,041 | 8,347 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,360 | 0 |
Full Exit | 0 | 493 | 493 | 655 | 655 | 655 | 655 | 655 | 1,043 | 1,043 | 0 |
Full Exit | 0 | 2,721 | 2,721 | 3,584 | 3,584 | 4,872 | 2,910 | 2,910 | 2,910 | 11,422 | 0 |
26,689 | 26,689 | 26,689 | 26,689 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 2,361 | 2,361 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,250 | 3,250 | 0 |
0 | 11,885 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 1,197 | 1,197 | 1,197 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 16,900 | 16,900 | 16,900 | 16,900 | 0 |
0 | 3,786 | 3,786 | 3,786 | 3,786 | 0 | 0 | 0 | 0 | 0 | 0 | |
27,397 | 27,397 | 27,397 | 27,397 | 27,397 | 27,397 | 14,125 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 12,049 | 12,049 | 12,049 | 12,049 | 12,049 | 0 |
0 | 0 | 0 | 3,542 | 6,454 | 8,077 | 0 | 0 | 0 | 0 | 0 | |
3,929 | 4,394 | 4,394 | 4,394 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 25,655 | 25,655 | 25,655 | 25,655 | 32,780 | 18,656 | 0 | 0 | 0 | 0 | |
0 | 4,983 | 4,983 | 4,983 | 4,983 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 1,643 | 1,643 | 1,643 | 0 | 0 | 0 | 0 | 0 | 9,429 | 0 |
20,446 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 7,620 | 7,620 | 7,620 | 9,537 | 9,537 | 9,537 | 9,537 | 9,537 | 6,675 | 0 |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,804 | 0 |
0 | 0 | 1,804 | 1,804 | 6,044 | 0 | 0 | 0 | 0 | 0 | 0 | |
4,205 | 4,205 | 4,205 | 4,205 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 8,761 | 11,390 | 11,390 | 11,390 | 11,390 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 5,177 | 9,088 | 7,484 | 5,722 | 5,722 | 5,722 | 5,722 | 0 |
0 | 8,141 | 8,141 | 8,141 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 7,364 | 7,364 | 7,364 | 7,364 | 7,364 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 15,669 | 20,533 | 23,706 | 0 | 0 | 0 | |
Full Exit | 2,534 | 2,534 | 2,534 | 3,087 | 3,087 | 3,087 | 3,087 | 3,087 | 3,087 | 3,087 | 0 |
0 | 1,294 | 1,294 | 1,294 | 6,966 | 0 | 0 | 0 | 0 | 0 | 0 | |
2,961 | 2,096 | 2,096 | 0 | 0 | 0 | 1,556 | 0 | 0 | 0 | 0 | |
0 | 6,009 | 6,009 | 6,009 | 6,009 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 3,966 | 3,966 | 3,966 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 29,201 | 29,201 | 29,201 | 40,468 | 0 | 0 | 21,987 | 47,528 | 47,528 | 0 |
16,947 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 24,040 | 32,916 | 32,916 | 32,916 | 0 | 0 | 0 | 0 | 0 |



























































































