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	$229,878 42.09% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs EWJ 1 stocks	$62,204 11.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN UBER 2 stocks	$59,003 10.8% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM QCOM NVDA 3 stocks	$50,652 9.27% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$27,001 4.94% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$19,960 3.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$16,815 3.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$13,457 2.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,413 2.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$13,378 2.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$12,831 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$9,484 1.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$9,270 1.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$8,833 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts

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