MAIMON WEALTH MANAGEMENT LTD.
Long book
$114.0M
Q1 2026
Positions
77
Top-10 weight
46%
concentration
Last quarter
+6.6%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsMAIMON WEALTH MANAGEMENT LTD. is a wealth-management firm allocating client money, running a $114.0M US long book across 77 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES SH DBA ETF USD INC, PIMCO ENHANCED SHORT MATURIT, VANGUARD SHORT-TERM BOND ETF, ISHARES INTERMEDIATE GOVERNM, ISHARES ULTRA SHORT DURATION.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.1%
Q1 2026
+6.6%
Sector allocation
Technology 30%
Healthcare 24%
Consumer discretionary 14%
Consumer staples 10%
Industrials 8%
Financials 6%
Other 4%
Energy 2%
Long book by quarter
What does MAIMON WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SYK STRYKER CORP | Healthcare | 12.3K | $4.0M | 3.5% | +0.2% |
| AAPL APPLE INC | Technology | 10.2K | $2.5M | 2.2% | +10.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 1.4% | Held |
| NVDA NVIDIA CORP | Technology | 9.6K | $1.6M | 1.4% | +5.7% |
| MSFT MICROSOFT CORP | Technology | 3.9K | $1.4M | 1.2% | +2.1% |
| LLY ELI LILLY & CO | Healthcare | 1.3K | $1.2M | 1.0% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 7.1K | $1.2M | 1.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.0K | $856K | 0.8% | Held |
| DE DEERE & CO | Industrials | 1.3K | $694K | 0.6% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 5.5K | $678K | 0.6% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 4.0K | $579K | 0.5% | -3.5% |
| GOOGL ALPHABET INC-CL A | Technology | 2.1K | $578K | 0.5% | +3.2% |
| MO ALTRIA GROUP INC | Consumer staples | 8.2K | $552K | 0.5% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.6K | $519K | 0.5% | +12.4% |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 6.6K | $383K | 0.3% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 1.2K | $383K | 0.3% | -1.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 803 | $381K | 0.3% | New |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.1K | $351K | 0.3% | Held |
| WMT WALMART INC | Consumer discretionary | 2.8K | $351K | 0.3% | Held |
| CAT CATERPILLAR INC | Industrials | 500 | $334K | 0.3% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 4.1K | $316K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $292K | 0.3% | Held |
| CL COLGATE-PALMOLIVE CO | Other | 3.3K | $280K | 0.2% | Held |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 950 | $277K | 0.2% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 1.4K | $268K | 0.2% | +24.0% |
| KO COCA-COLA CO/THE | Consumer staples | 3.1K | $238K | 0.2% | -2.7% |
| MMM 3M CO | Healthcare | 1.6K | $221K | 0.2% | Held |
| TRV TRAVELERS COS INC/THE | Financials | 734 | $214K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.0K | $211K | 0.2% | New |