Kemnay Advisory Services Inc. Portfolio Holdings by Sector

Kemnay Advisory Services Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Office \| Real Estate VNO 1 stocks	$245,281 44.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN CRM 2 stocks	$69,224 12.53% of portfolio	1	1	1	-	0 Calls 0 Puts
ETFs \| ETFs EWJ 1 stocks	$58,343 10.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA QCOM 3 stocks	$31,205 5.65% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$24,291 4.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$22,863 4.14% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$19,753 3.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$17,097 3.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$15,984 2.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$12,550 2.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$10,877 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$9,015 1.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$8,927 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$6,883 1.25% of portfolio	1	-	1	-	0 Calls 0 Puts

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