Kemnay Advisory Services Inc. Portfolio Holdings by Sector

Kemnay Advisory Services Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Office \| Real Estate VNO 1 stocks	$223,110 35.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$81,434 13.0% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs EWJ 1 stocks	$65,186 10.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA QCOM 3 stocks	$57,506 9.18% of portfolio	2	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA SOFI 3 stocks	$36,547 5.83% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$33,624 5.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$27,397 4.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$24,040 3.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$23,089 3.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14,733 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$14,340 2.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$11,101 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$9,116 1.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$5,324 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts

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