Diversified Portfolio with Strong Focus on Tech and Consumer Cyclical Stocks

Mark Massey's Investment Strategy: A Diversified Approach

As of 2025-09-30, Mark Massey's portfolio demonstrates a strategic approach with a focus on high concentration in key sectors. The total portfolio value stands at $5,469,137,744.

Top Holdings by Value

The largest holdings include Amazon.com (AMZN) with a market value of $1,659,565,611, followed closely by Microsoft Corporation (MSFT) at $1,330,751,843. Together, these top three stocks account for approximately 55% of the portfolio's value.

Sector Allocations

The portfolio is allocated across several sectors:

• Consumer Cyclical: Amazon.com (AMZN) holds a significant 30.34% allocation, reflecting strong growth in this sector.
• Technology: Microsoft Corporation (MSFT) contributes 24.33%, indicating a focus on tech innovation and market leadership.
• Financial Services: Other financial services companies like Moodys Corp (MCO) and MasterCard Inc-CLASS A (MA) collectively make up 15.07% of the portfolio.

Notable Changes in Holdings

Changes from prior periods reveal mixed trends:

• Amazon.com (AMZN):** An increase of $1,282,347 represents a 0.36% growth.
• Microsoft Corporation (MSFT):** A slight decrease of $9,382 (-0.003%) suggests minimal impact from prior changes.
• Moodys Corp (MCO) and MasterCard Inc-CLASS A (MA):** Both show a decline of 0.37%, indicating potential shifts in portfolio strategy.

Overall, the portfolio exhibits a balanced approach with significant allocations to high-growth sectors while maintaining diversification across key industries.

Conclusion

Mark Massey's investment strategy reflects a thoughtful balance between growth opportunities and stability. By concentrating in sectors like technology and consumer cyclical, while maintaining financial services exposure, the portfolio aims for sustained growth with strategic risk management.