Last Updated: June 30, 2025
Number of holdings: 14, 2 more since end of May
Portfolio % change for June: +15.5% after expenses
Note: June, July, and August will be added together to quarterly performance at end of August.(
Next Update: July 31, 2026
Last Updated: June 30, 2025
Number of holdings: 14, 2 more since end of May
Portfolio % change for June: +15.5% after expenses
Note: June, July, and August will be added together to quarterly performance at end of August.(
Next Update: July 31, 2026