Mutual Funds - Stock Holdings
| Stock | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 1,38,818 | 1,62,087 | 1,75,194 | 1,75,194 | 1,97,645 | 1,97,645 | 1,97,645 | 1,97,645 | 2,00,010 | 3,90,760 | 3,90,760 | 3,92,120 |
Increased Allocation | 1,26,813 | 1,26,813 | 1,26,813 | 1,37,141 | 1,37,141 | 1,37,141 | 1,65,750 | 1,65,750 | 1,78,665 | 1,78,665 | 1,78,665 | 2,09,387 |
Increased Allocation | 96,499 | 96,499 | 1,49,980 | 1,49,980 | 1,73,545 | 1,73,545 | 1,73,545 | 1,73,545 | 1,73,545 | 1,61,845 | 1,61,845 | 1,89,845 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,31,500 |
0 | 10,608 | 11,604 | 13,316 | 13,316 | 13,316 | 13,316 | 1,33,160 | 1,33,160 | 1,27,679 | 1,27,679 | 1,27,679 | |
0 | 0 | 0 | 0 | 93,000 | 93,000 | 93,000 | 1,04,230 | 1,18,570 | 1,18,570 | 1,18,570 | 1,18,570 | |
Increased Allocation | 1,14,061 | 1,14,061 | 1,14,061 | 1,14,061 | 77,149 | 77,149 | 77,149 | 65,816 | 65,816 | 89,634 | 89,634 | 97,721 |
88,022 | 88,022 | 96,762 | 77,391 | 77,391 | 77,391 | 77,391 | 77,391 | 85,157 | 94,437 | 94,437 | 94,437 | |
Increased Allocation | 41,376 | 69,386 | 54,297 | 54,297 | 54,297 | 54,297 | 54,297 | 85,416 | 85,416 | 80,571 | 80,571 | 90,111 |
32,080 | 40,786 | 81,316 | 81,316 | 81,316 | 81,316 | 81,316 | 81,316 | 81,316 | 81,316 | 87,436 | 87,436 | |
11,993 | 11,993 | 59,965 | 59,965 | 75,382 | 75,382 | 75,382 | 75,382 | 75,382 | 75,382 | 75,382 | 75,382 | |
Increased Allocation | 0 | 0 | 23,774 | 23,774 | 30,191 | 30,191 | 30,191 | 30,191 | 42,367 | 37,686 | 37,686 | 46,717 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,604 | 30,736 | 42,940 | 42,940 | |
32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | 32,016 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28,102 | 28,102 | |
Increased Allocation | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 20,923 | 26,923 |
Increased Allocation | 15,547 | 15,547 | 30,831 | 0 | 0 | 0 | 14,583 | 14,583 | 17,821 | 23,186 | 23,186 | 26,676 |
26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | 26,228 | |
Increased Allocation | 0 | 0 | 0 | 0 | 15,900 | 15,900 | 15,900 | 15,900 | 15,900 | 15,900 | 15,900 | 20,300 |
8,812 | 11,654 | 14,678 | 18,917 | 18,917 | 18,917 | 18,917 | 18,917 | 18,917 | 18,917 | 18,917 | 18,917 | |
0 | 0 | 0 | 0 | 11,284 | 11,284 | 11,284 | 13,554 | 18,124 | 18,124 | 18,124 | 18,124 | |
Fresh Buy | 8,811 | 8,811 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15,615 |
Increased Allocation | 8,988 | 8,988 | 8,988 | 8,988 | 8,988 | 8,988 | 9,645 | 9,645 | 9,645 | 9,645 | 10,245 | 11,400 |
22,693 | 22,693 | 22,693 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 24,417 | 24,417 | 43,297 | 43,297 | 43,297 | 43,297 | 43,297 | 43,297 | 43,297 | 43,297 | 43,297 | 0 |
72,082 | 72,082 | 0 | 0 | 0 | 27,233 | 27,233 | 27,233 | 0 | 0 | 0 | 0 | |
32,317 | 32,317 | 32,317 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,16,171 | 88,042 | 88,042 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
23,766 | 23,766 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 51,104 | 51,104 | 62,425 | 62,425 | 62,425 | 62,425 | 62,425 | 62,425 | 69,415 | 69,415 | 69,415 | 0 |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,04,440 | 1,04,440 | 1,04,440 | 1,04,440 | 0 |





























