Mutual Funds - Stock Holdings
| Stock | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 1,86,312 | 1,98,629 | 1,99,881 | 1,99,881 | 1,99,881 | 1,99,881 | 1,64,541 | 1,50,888 | 1,50,888 | 1,50,888 | 1,50,888 | 1,60,435 |
Increased Allocation | 98,029 | 1,00,111 | 1,00,111 | 1,00,111 | 1,00,111 | 1,02,104 | 1,07,687 | 1,09,972 | 1,11,150 | 1,30,279 | 1,37,055 | 1,46,271 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,06,464 | 1,33,598 | 1,33,598 | 1,33,598 | 1,40,182 |
1,65,426 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 60,105 | 1,31,285 | 1,31,285 | |
Increased Allocation | 78,544 | 82,695 | 86,868 | 98,761 | 1,06,445 | 1,06,445 | 1,10,274 | 1,15,755 | 1,15,755 | 1,15,755 | 1,15,755 | 1,20,721 |
Decreased Allocation | 1,10,993 | 1,10,993 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,24,462 | 1,07,134 |
44,927 | 47,783 | 47,783 | 47,783 | 75,864 | 75,864 | 75,864 | 96,360 | 96,360 | 96,360 | 90,524 | 90,524 | |
Increased Allocation | 64,377 | 64,377 | 64,377 | 77,908 | 77,908 | 77,908 | 82,569 | 70,933 | 70,933 | 70,933 | 70,933 | 76,179 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 44,284 | 44,284 | 44,284 | 75,706 | 75,706 | |
85,478 | 88,281 | 88,281 | 66,466 | 75,614 | 75,614 | 75,614 | 75,614 | 75,614 | 75,614 | 75,614 | 75,614 | |
Increased Allocation | 49,159 | 57,994 | 57,994 | 57,994 | 57,994 | 62,160 | 62,160 | 62,160 | 62,160 | 60,188 | 62,461 | 64,781 |
67,912 | 67,912 | 67,912 | 67,912 | 63,013 | 63,013 | 63,013 | 63,013 | 63,013 | 63,013 | 55,261 | 55,261 | |
40,788 | 40,788 | 40,788 | 33,004 | 33,004 | 30,013 | 30,013 | 30,013 | 24,784 | 24,784 | 49,568 | 49,568 | |
1,23,086 | 0 | 0 | 25,851 | 35,017 | 35,017 | 35,263 | 35,263 | 35,263 | 35,263 | 41,369 | 41,369 | |
23,401 | 27,493 | 30,717 | 28,451 | 28,451 | 34,418 | 39,015 | 39,015 | 39,610 | 41,176 | 41,176 | 41,176 | |
Increased Allocation | 18,611 | 29,751 | 29,751 | 29,751 | 26,626 | 29,656 | 29,834 | 22,564 | 45,474 | 45,474 | 38,836 | 39,595 |
28,128 | 28,128 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | 36,258 | |
63,937 | 65,967 | 65,967 | 60,910 | 60,910 | 60,910 | 60,910 | 42,213 | 36,050 | 36,050 | 36,050 | 36,050 | |
Decreased Allocation | 48,784 | 60,312 | 60,312 | 35,628 | 21,558 | 21,558 | 21,558 | 21,558 | 36,385 | 45,285 | 49,979 | 31,534 |
Increased Allocation | 18,987 | 18,987 | 20,777 | 22,063 | 22,437 | 30,478 | 30,478 | 31,001 | 31,001 | 31,001 | 31,001 | 31,171 |
Decreased Allocation | 15,419 | 15,419 | 15,419 | 15,419 | 15,419 | 15,419 | 15,419 | 15,419 | 33,277 | 33,277 | 47,677 | 28,792 |
Decreased Allocation | 24,227 | 25,508 | 27,217 | 27,217 | 27,217 | 27,217 | 27,217 | 28,861 | 28,861 | 28,861 | 29,519 | 26,446 |
40,083 | 40,083 | 40,083 | 49,657 | 45,159 | 45,159 | 45,159 | 36,815 | 33,324 | 33,324 | 25,370 | 25,370 | |
19,672 | 0 | 0 | 0 | 0 | 0 | 0 | 15,720 | 20,760 | 22,488 | 22,488 | 22,488 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 8,000 | 9,145 | 13,559 | 21,296 | 21,296 | |
16,077 | 16,077 | 16,077 | 20,150 | 20,150 | 20,150 | 20,150 | 20,150 | 20,150 | 20,150 | 20,150 | 20,150 | |
15,172 | 15,994 | 16,668 | 16,668 | 16,668 | 16,668 | 16,994 | 17,775 | 17,775 | 17,775 | 19,262 | 19,262 | |
Increased Allocation | 17,204 | 21,493 | 25,851 | 27,224 | 27,224 | 27,224 | 27,224 | 27,224 | 27,224 | 27,224 | 11,962 | 17,546 |
62,681 | 54,535 | 54,535 | 0 | 0 | 0 | 0 | 17,159 | 17,159 | 17,159 | 17,159 | 17,159 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14,449 | 14,449 | 16,792 | 16,792 | |
13,766 | 13,766 | 13,766 | 12,527 | 12,527 | 12,527 | 12,527 | 12,527 | 12,527 | 12,527 | 14,989 | 14,989 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,381 | 15,608 | 14,830 | 14,830 | 14,830 | |
10,126 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | 12,453 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,779 | 10,779 | 10,779 | |
Increased Allocation | 14,758 | 14,758 | 14,758 | 13,276 | 12,070 | 11,041 | 11,041 | 11,041 | 9,867 | 9,867 | 9,867 | 10,449 |
Increased Allocation | 10,328 | 10,328 | 10,328 | 10,328 | 7,906 | 7,906 | 7,906 | 7,906 | 7,906 | 7,906 | 8,765 | 9,213 |
2,858 | 2,858 | 3,850 | 4,035 | 3,601 | 3,801 | 3,979 | 3,979 | 3,979 | 3,979 | 3,979 | 3,979 | |
2,440 | 2,440 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | 3,135 | |
0 | 0 | 715 | 1,690 | 1,690 | 1,690 | 1,690 | 1,690 | 1,690 | 1,690 | 1,769 | 1,769 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,264 |
11,744 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
30,065 | 25,291 | 22,308 | 22,308 | 22,308 | 28,347 | 34,264 | 34,264 | 34,264 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,893 | 3,990 | 3,509 | 0 | 0 | |
16,429 | 16,429 | 16,429 | 16,429 | 16,429 | 16,429 | 0 | 0 | 0 | 0 | 0 | 0 | |
50,420 | 57,370 | 57,370 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 7,20,322 | 7,20,322 | 6,43,685 | 5,15,685 | 5,15,685 | 0 | 0 | |
83,620 | 83,620 | 87,650 | 87,650 | 87,650 | 87,650 | 87,650 | 68,591 | 0 | 0 | 0 | 0 | |
20,712 | 22,451 | 23,323 | 23,323 | 23,323 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 16,219 | 16,219 | 16,219 | 16,219 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 32,072 | 32,072 | 32,072 | 39,989 | 39,989 | 23,209 | 23,209 | 23,209 | 23,209 | 0 |
0 | 5,719 | 7,151 | 7,151 | 7,151 | 7,151 | 7,151 | 7,506 | 7,506 | 6,704 | 0 | 0 | |
49,368 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 1,21,641 | 1,49,171 | 1,49,171 | 1,49,171 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 51,175 | 51,175 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 5,788 | 5,788 | 5,788 | 0 | 0 | 0 | 0 | |
27,533 | 27,533 | 27,533 | 27,533 | 27,533 | 27,533 | 27,533 | 27,533 | 0 | 0 | 0 | 0 |


















































