PLBEX
Plumb Equity Fund
1W: -1.7%
1M: +2.0%
3M: -0.3%
YTD: +13.2%
1Y: +9.5%
3Y: +59.5%
5Y: +28.7%
$36.42
+0.49 (+1.36%)
Weekly Expected Move ±2.2%
$34
$35
$36
$37
$38
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
30 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | NU | NU | New | — | 52000 shares |
| 2026-02-28 | JPM | JPM | New | — | 3000 shares |
| 2026-02-28 | GOOGL.SW | GOOGL.SW | New | — | 7500 shares |
| 2026-02-28 | MA.BA | MA.BA | New | — | 2200 shares |
| 2026-02-28 | PSX | PSX | New | — | 4600 shares |
| 2026-02-28 | BFLY | BFLY | New | — | 3500 shares |
| 2026-02-28 | VSEC | VSEC | New | — | 9250 shares |
| 2026-02-28 | LLY | LLY | New | — | 800 shares |
| 2026-02-28 | AIR | AIR | New | — | 10000 shares |
| 2026-02-28 | CDNS | CDNS | New | — | 2000 shares |
| 2026-02-28 | AXP | AXP | New | — | 3500 shares |
| 2026-02-28 | ADSK | ADSK | New | — | 4000 shares |
| 2026-02-28 | SNPS | SNPS | New | — | 1388 shares |
| 2026-02-28 | AMZN | AMZN | New | — | 4800 shares |
| 2026-02-28 | MELI | MELI | New | — | 550 shares |
| 2026-02-28 | CPRT | CPRT | New | — | 15000 shares |
| 2026-02-28 | ELF | ELF | New | — | 6000 shares |
| 2026-02-28 | MCHP | MCHP | New | — | 3000 shares |
| 2026-02-28 | GENI | GENI | New | — | 43000 shares |
| 2026-02-28 | V.BA | V.BA | New | — | 3850 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 4500 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 2750 shares |
| 2026-02-28 | FI | FI | New | — | 5450 shares |
| 2026-02-28 | CLBT | CLBT | New | — | 35000 shares |
| 2026-02-28 | BGC | BGC | New | — | 40000 shares |
| 2026-02-28 | TOST | TOST | New | — | 27000 shares |
| 2026-02-28 | SYK | SYK | New | — | 1500 shares |
| 2026-02-28 | AMD | AMD | New | — | 8000 shares |
| 2026-02-28 | ISRG | ISRG | New | — | 1900 shares |
| 2026-02-28 | NVDA | NVDA | New | — | 21000 shares |