M & L Capital Management LTD Portfolio Holdings by Sector

M & L Capital Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO AMD MU 4 stocks	$183 Million 59.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS 2 stocks	$75.5 Million 24.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$16.9 Million 5.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CDNS WDAY 2 stocks	$10.6 Million 3.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$8.77 Million 2.85% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOV 1 stocks	$7.52 Million 2.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$4.72 Million 1.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$986,816 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AVAV 1 stocks	$166,866 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$120,398 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

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