Mai Capital Management Incresed Positions in Q1 2025

Mai Capital Management

  • $13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
87
+ 0.96%
$591.65 - $707.05 $51.5K - $61.5K
9.18K $5.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.0%
$32.42 - $36.13 $162 - $181
131K $4.32M
BA
Boeing CO

Industrials
390
+ 0.9%
$148.15 - $186.25 $57.8K - $72.6K
43.6K $7.43M
PKB
Invesco Exchange Traded Fd Tr

ETFs
447
+ 1.52%
$66.66 - $82.75 $29.8K - $37K
29.9K $2.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
266
+ 1.53%
$168.84 - $202.89 $44.9K - $54K
17.6K $3.1M
EQIX
Equinix Inc

Real Estate
100
+ 3.79%
$803.0 - $959.97 $80.3K - $96K
2.74K $2.23M
OWL
Blue Owl Capital Inc.

Financial Services
18.1K
+ 9.3%
$18.49 - $26.68 $335K - $483K
213K $4.26M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
55
+ 0.04%
$27.52 - $33.6 $1.51K - $1.85K
135K $4.04M
CMI
Cummins Inc

Industrials
30
+ 0.38%
$312.92 - $386.07 $9.39K - $11.6K
8K $2.51M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.7K
+ 1.28%
$30.73 - $32.26 $359K - $377K
923K $28.4M
DELL
Dell Technologies Inc.

Technology
588
+ 3.95%
$90.34 - $124.66 $53.1K - $73.3K
15.5K $1.41M
TT
Trane Technologies PLC

Industrials
316
+ 2.42%
$332.0 - $400.86 $105K - $127K
13.4K $4.5M
CEG
Constellation Energy Corp

Utilities
126
+ 0.85%
$201.63 - $347.44 $25.4K - $43.8K
14.9K $3.01M
MCHP
Microchip Technology Inc

Technology
456
+ 1.19%
$48.41 - $64.3 $22.1K - $29.3K
38.9K $1.88M
ABNB
Airbnb, Inc.

Consumer Cyclical
46
+ 0.16%
$119.38 - $161.42 $5.49K - $7.43K
28.1K $3.36M
USB
Us Bancorp \De\

Financial Services
561
+ 0.76%
$40.92 - $50.9 $23K - $28.6K
74.3K $3.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
578
+ 0.57%
$50.44 - $58.1 $29.2K - $33.6K
103K $5.29M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.58K
+ 2.19%
$108.02 - $120.45 $386K - $431K
167K $18.4M
ISRG
Intuitive Surgical Inc

Healthcare
437
+ 1.66%
$476.63 - $610.45 $208K - $267K
26.8K $13.3M
ET
Energy Transfer LP

Energy
9.93K
+ 1.33%
$17.26 - $21.08 $171K - $209K
756K $14M
VONG
Vanguard Russell 1000 Growth E

ETFs
170
+ 0.29%
$92.71 - $107.38 $15.8K - $18.3K
59.7K $5.54M
PWR
Quanta Services, Inc.

Industrials
1.24K
+ 7.89%
$236.71 - $358.03 $293K - $443K
16.9K $4.31M
CAT
Caterpillar Inc

Industrials
354
+ 1.46%
$326.75 - $407.63 $116K - $144K
24.6K $8.13M
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.06%
$237.01 - $304.45 $2.37K - $3.04K
17K $4.05M
JMSB
John Marshall Bancorp, Inc.

Financial Services
3.62K
+ 1.65%
$16.52 - $20.07 $59.8K - $72.6K
223K $3.68M
VMC
Vulcan Materials CO

Basic Materials
58
+ 0.16%
$220.9 - $277.54 $12.8K - $16.1K
35.3K $8.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.18K
+ 3.48%
$507.05 - $563.67 $2.12M - $2.36M
124K $63.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.3K
+ 1.24%
$21.23 - $23.75 $262K - $293K
1.01M $21.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.52K
+ 0.79%
$23.16 - $27.04 $81.5K - $95.2K
449K $10.5M
CRDF
Cardiff Oncology, Inc.

Healthcare
23K
+ 2.51%
$3.14 - $4.75 $72.2K - $109K
940K $2.95M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.24K
+ 0.59%
$82.81 - $92.93 $185K - $208K
380K $32.3M
AVUV
American Centy ETF Tr Avantis

ETFs
15.1K
+ 5.93%
$84.95 - $100.62 $1.28M - $1.52M
270K $23.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
140
+ 0.18%
$302.31 - $337.54 $42.3K - $47.3K
79.3K $24.3M
META
Meta Platforms, Inc.

Communication Services
2.67K
+ 1.29%
$576.36 - $736.67 $1.54M - $1.97M
209K $120M
FDX
Fedex Corp

Industrials
399
+ 1.05%
$230.33 - $281.53 $91.9K - $112K
38.5K $9.39M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
872
+ 1.35%
$161.27 - $192.3 $141K - $168K
65.6K $10.6M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6K
+ 1.62%
$40.15 - $47.73 $241K - $286K
376K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
170K
+ 9.33%
$102.49 - $119.96 $17.4M - $20.4M
1.99M $208M
BX
Blackstone Inc.

Financial Services
1.69K
+ 2.72%
$136.53 - $186.74 $231K - $316K
63.9K $8.93M
DIS
Walt Disney CO

Communication Services
5.63K
+ 3.01%
$96.87 - $114.0 $545K - $641K
193K $19M
CRM
Salesforce, Inc.

Technology
3.36K
+ 7.3%
$268.36 - $359.95 $902K - $1.21M
49.4K $13.3M
NOW
Service Now, Inc.

Technology
737
+ 5.78%
$783.83 - $1170.39 $578K - $863K
13.5K $10.7M
VUG
Vanguard Growth ETF

ETFs
173
+ 0.17%
$369.1 - $427.61 $63.9K - $74K
104K $38.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.1K
+ 7.3%
$165.25 - $224.62 $2.65M - $3.61M
236K $39.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
31
+ 0.23%
$4295.4 - $5141.88 $133K - $159K
13.3K $61.1M
HD
Home Depot, Inc.

Consumer Cyclical
168
+ 0.07%
$347.25 - $424.87 $58.3K - $71.4K
240K $87.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
217K
+ 4.65%
$57.21 - $65.8 $12.4M - $14.3M
4.88M $285M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 0.61%
$24.91 - $29.02 $339K - $395K
2.25M $56.4M
ACN
Accenture PLC

Technology
461
+ 0.3%
$300.91 - $398.25 $139K - $184K
156K $48.7M
Activity Summary
Buys All Purchases 1097 New Holdings 138 Increased Positions 959 Sells All Sells 1067 Reductions 1067 Sold out 0 Options Calls 81 Puts 13
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