Symbol	Q1 2026	Q4 2025	Q3 2025	Q2 2025
TSM	20.9%	18.5%	18.9%	16.4%
INFY	13.8%	11.5%	11.6%	14.2%
RYAAY	13.7%	16.7%	15.3%	15.8%
HDB	13.2%	13.9%	14.3%	17.2%
ICLR	9.2%	12.3%	10.4%	8.4%
GOOGL	2.9%	2.9%	3.3%	2.4%
MSFT	2.4%	2.3%	2.8%	3.0%
AMZN	2.2%	2.1%	2.3%	2.3%
CLH	2.1%	-	-	1.9%
NOC	2.1%	-	2.0%	-

Price change since reported price, ranked by portfolio contribution

TSM+27.87%

ICLR+29.47%

RYAAY+4.91%

GOOGL+26.51%

MSFT+2.36%

Price change since reported price, ranked by portfolio contribution

INFY-13.40%

HDB-0.48%

Sector Analysis

Materials1.8%

Financials13.6%

Healthcare10.5%

Technology44.2%

Industrials23.3%

Communication Services2.9%

Consumer Discretionary3.7%

Trading Summary

$SARO

1.8%