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Turner Capital Investments, LLC
9442 CAPITAL OF TEXAS HIGHWAY NORTH SUITE 500, AUSTIN, TX 78759 • (512) 289-9689
Q1 2026 · Filed 2026-04-09
Market Value
$421K
Holdings
7
New Purchases
1
Added To
0
Closed
6
Reduced
0
Top 10 Concentration
100.0%
Turnover
100.0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 100.0% |
| Financial Services | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $0 | 0.0% |
| Large Cap | 2 | $421K | 100.0% |
| Mid Cap | 3 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$183.7B
Median Market Cap
$12.2B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
0.01%
Avg Beta
2.40
# Stocks
1
# ETFs / Funds
6
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSTR | 100.00% | 4,206 | $421K | $100.02 | — | +4,206 | — | NEW |
| 2 | SSO | —% | — | — | — | -$795K | -12,507 | -100.0% | SOLD |
| 3 | SPY | —% | — | — | — | -$2M | -2,416,147 | -100.0% | SOLD |
| 4 | QQQ | —% | — | — | — | -$8M | -11,194 | -100.0% | SOLD |
| 5 | QLD | —% | — | — | — | -$4M | -84,396 | -100.0% | SOLD |
| 6 | ETHE | —% | — | — | — | -$36M | -623,267 | -100.0% | SOLD |
| 7 | UPRO | —% | — | — | — | -$37M | -525,554 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| MSTR | $421K | 100.00% |