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	$215,817 40.01% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs EWJ 1 stocks	$59,612 11.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA QCOM 3 stocks	$45,180 8.38% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$40,016 7.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA SOFI 3 stocks	$31,346 5.81% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$25,450 4.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$24,457 4.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$22,083 4.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$18,239 3.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$17,073 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14,044 2.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$9,912 1.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$9,310 1.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$6,803 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts

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