Diversified Portfolio with Significant Tech Holdings

Diversified Investment Strategy

Robert Karr's investment portfolio demonstrates a strategic approach to asset allocation across multiple sectors. The portfolio is heavily weighted towards Technology, Consumer Cyclical, and Industrials, with significant holdings in companies like Microsoft (MSFT), Uber (UBER), and Amazon (AMZN).

• Technology Sector Dominance: The largest allocation of 37.6% is in Microsoft (MSFT). This reflects a strong focus on the tech industry.
• Consumer Cyclical Focus: Amazon (AMZN) holds a 10.32% allocation, highlighting growth in this sector.
• Industrials Contribution: Quanta Services (PWR) contributes with an 8.58% allocation, indicating exposure to industrials.

Notable changes in key positions include a significant increase in Amazon (AMZN), which rose by 16359.24%, while PQR decreased by nearly 50%. These shifts suggest active management of portfolio exposure across sectors.

Strategy Overview: The portfolio strategy emphasizes sector diversification with a focus on high-growth areas like Technology and Consumer Cyclical, balanced by exposure to Industrials. This approach aims to capitalize on market trends while mitigating risk through diversification.

Key holdings include:

• Microsoft (MSFT): Portfolio percentage allocation of 37.6%, with a total stock value of $211,686,165.
• Uber (UBER): Allocation of 15.69% with a total stock value of $88,359,143.
• Bros: Portfolio percentage allocation of 13.19%, contributing significantly to Consumer Cyclical exposure.

Changes in shares and percentages highlight active management: Microsoft's share count decreased by 147,500 shares, while Uber saw a decrease of 90,000 shares. Amazon experienced a substantial increase of 262,893 shares.

This portfolio strategy underscores a balanced approach to investing, with a focus on high-growth sectors and active management of key positions to capitalize on market trends.