PLBBX
Plumb Balanced Fund
1W: -1.1%
1M: -0.4%
3M: -1.4%
YTD: +8.9%
1Y: +0.8%
3Y: +37.9%
5Y: +21.0%
$40.84
+0.34 (+0.84%)
Weekly Expected Move ±1.2%
$40
$40
$40
$41
$41
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
31 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | NVDA | NVDA | New | — | 25000 shares |
| 2026-02-28 | AMD | AMD | New | — | 7500 shares |
| 2026-02-28 | VSEC | VSEC | New | — | 13500 shares |
| 2026-02-28 | AMZN | AMZN | New | — | 9600 shares |
| 2026-02-28 | AXP | AXP | New | — | 6000 shares |
| 2026-02-28 | MA.BA | MA.BA | New | — | 3950 shares |
| 2026-02-28 | LLY | LLY | New | — | 1200 shares |
| 2026-02-28 | XOM | XOM | New | — | 10000 shares |
| 2026-02-28 | BFLY | BFLY | New | — | 3500 shares |
| 2026-02-28 | BGC | BGC | New | — | 60000 shares |
| 2026-02-28 | SNPS | SNPS | New | — | 2439 shares |
| 2026-02-28 | V.BA | V.BA | New | — | 6500 shares |
| 2026-02-28 | TOST | TOST | New | — | 38000 shares |
| 2026-02-28 | AIR | AIR | New | — | 21000 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 6750 shares |
| 2026-02-28 | ELF | ELF | New | — | 9000 shares |
| 2026-02-28 | MEG | MEG | New | — | 10000 shares |
| 2026-02-28 | JPM | JPM | New | — | 5000 shares |
| 2026-02-28 | ADSK | ADSK | New | — | 3000 shares |
| 2026-02-28 | ISRG | ISRG | New | — | 2350 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 4450 shares |
| 2026-02-28 | KMI | KMI | New | — | 27500 shares |
| 2026-02-28 | PSX | PSX | New | — | 6000 shares |
| 2026-02-28 | MCHP | MCHP | New | — | 6000 shares |
| 2026-02-28 | FI | FI | New | — | 8750 shares |
| 2026-02-28 | GOOGL.SW | GOOGL.SW | New | — | 11500 shares |
| 2026-02-28 | CLBT | CLBT | New | — | 50000 shares |
| 2026-02-28 | SYK | SYK | New | — | 750 shares |
| 2026-02-28 | TSM | TSM | New | — | 5000 shares |
| 2026-02-28 | MELI | MELI | New | — | 950 shares |
| 2026-02-28 | MOD | MOD | New | — | 12000 shares |