Latest Botty Investors LLC Stock Portfolio
Botty Investors LLC Performance:
2024 Q3: 2.39%YTD: 7.67%2023: 27.18%
Performance for 2024 Q3 is 2.39%, and YTD is 7.67%, and 2023 is 27.18%.
About Botty Investors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ArchPoint Investors reported an equity portfolio of $299.3 Millions as of 30 Sep, 2024.
The top stock holdings of ArchPoint Investors are GOOG, LZB, VB. The fund has invested 13.7% of it's portfolio in ALPHABET INC and 6.7% of portfolio in LA Z BOY INC.
The fund managers got completely rid off MOSAIC CO NEW (MOS) and OWLET INC (OWLT) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), SELECT SECTOR SPDR TR (XLB) and ALIBABA GROUP HLDG LTD (BABA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), TIDAL ETF TR (ACSI) and MICROSOFT CORP (MSFT).
The top stock holdings of ArchPoint Investors are GOOG, LZB, VB. The fund has invested 13.7% of it's portfolio in ALPHABET INC and 6.7% of portfolio in LA Z BOY INC.
The fund managers got completely rid off MOSAIC CO NEW (MOS) and OWLET INC (OWLT) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), SELECT SECTOR SPDR TR (XLB) and ALIBABA GROUP HLDG LTD (BABA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), TIDAL ETF TR (ACSI) and MICROSOFT CORP (MSFT).
Botty Investors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ArchPoint Investors made a return of 2.39% in the last quarter. In trailing 12 months, it's portfolio return was 15.29%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 310 |
| tidal etf tr | 11.16 |
| microsoft corp | 8.21 |
| nvidia corporation | 6.36 |
| core scientific inc new | 3.56 |
| invesco qqq tr | 2.7 |
Additions to existing portfolio by Botty Investors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr index shs fds | -85.62 |
| select sector spdr tr | -81.49 |
| alibaba group hldg ltd | -62.51 |
| spdr ser tr | -32.85 |
| wisdomtree tr | -11.62 |
| spdr ser tr | -8.78 |
| tidal etf tr | -6.22 |
| oneok inc new | -0.73 |
Botty Investors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| owlet inc | -132,141 |
| mosaic co new | -212,704 |
| core scientific inc new | -2,767,050 |
Botty Investors LLC got rid off the above stocks
Sector Distribution
ArchPoint Investors has about 43.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 43.6 |
| Consumer Cyclical | 15.4 |
| Communication Services | 14.2 |
| Energy | 12.6 |
| Industrials | 4.9 |
| Healthcare | 4.4 |
| Technology | 3.8 |
Market Cap. Distribution
ArchPoint Investors has about 42.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 43.6 |
| MEGA-CAP | 25.2 |
| LARGE-CAP | 16.9 |
| SMALL-CAP | 14.3 |
Stocks belong to which Index?
About 41.4% of the stocks held by ArchPoint Investors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 58.6 |
| S&P 500 | 32.7 |
| RUSSELL 2000 | 8.7 |
Botty Investors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Botty Investors LLC
ArchPoint Investors has 68 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. LZB was the most profitable stock for ArchPoint Investors last quarter.
Last Reported on: 13 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.12 | 1,586 | 369,538 | unchanged | 0.00 | ||
| ABCL | abcellera biologics inc | 0.10 | 115,055 | 299,143 | unchanged | 0.00 | ||
| ACES | alps etf tr | 0.73 | 46,325 | 2,183,300 | unchanged | 0.00 | ||
| ACSI | tidal etf tr | 0.76 | 54,566 | 2,277,040 | reduced | -6.22 | ||
| ACSI | tidal etf tr | 0.39 | 52,520 | 1,157,280 | added | 11.16 | ||
| ACT | advisorshares tr | 0.09 | 37,050 | 265,649 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.12 | 6,535 | 356,811 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.38 | 12,175 | 1,142,020 | reduced | -11.62 | ||
| AMZN | amazon com inc | 6.12 | 98,300 | 18,316,200 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.18 | 2,450 | 539,123 | unchanged | 0.00 | ||
| BABA | alibaba group hldg ltd | 0.21 | 5,961 | 632,581 | reduced | -62.51 | ||
| BIL | spdr ser tr | 1.09 | 24,933 | 3,279,190 | reduced | -8.78 | ||
| BIL | spdr ser tr | 0.99 | 29,875 | 2,951,650 | reduced | -32.85 | ||
| BLND | blend labs inc | 0.05 | 38,308 | 143,655 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.20 | 7,700 | 611,534 | unchanged | 0.00 | ||
| BOB | ea series trust | 2.49 | 217,629 | 7,444,800 | unchanged | 0.00 | ||
| CMI | cummins inc | 0.54 | 5,000 | 1,618,950 | unchanged | 0.00 | ||
| CPNG | coupang inc | 0.16 | 20,000 | 491,000 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 2.33 | 131,075 | 6,975,810 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.96 | 19,610 | 2,887,960 | unchanged | 0.00 | ||