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	$236,471 36.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN INTU 2 stocks	$80,764 12.44% of portfolio	1	1	1	-	0 Calls 0 Puts
ETFs \| ETFs EWJ 1 stocks	$69,742 10.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA 2 stocks	$59,052 9.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$35,903 5.53% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V COF 2 stocks	$33,652 5.18% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$29,113 4.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$26,132 4.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$21,770 3.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$18,797 2.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$17,920 2.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$12,081 1.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$5,155 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$2,829 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts

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