| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 588.20% | £481,742.40 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 140.23% | £168,163.42 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 94.46% | £136,122.49 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 78.14% | £124,696.97 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 75.53% | £122,870.09 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 38.17% | £96,718.74 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 15.24% | £80,670.82 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 4.79% | £73,349.80 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 2.44% | £71,709.95 |
|
|
V
Visa |
Financial Services / Credit Services | -3.31% | £67,686.41 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | -4.73% | £66,690.91 | |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -18.03% | £57,381.52 |
| 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 | |||||