M & L Capital Management LTD Portfolio Holdings by Sector

M & L Capital Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO AMD 3 stocks	$269 Million 60.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS HOOD 3 stocks	$109 Million 24.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CIEN 2 stocks	$22.9 Million 5.13% of portfolio	2	-	1	-	0 Calls 0 Puts
ETFs \| ETFs ROBO ICLN ARKX 3 stocks	$14.1 Million 3.17% of portfolio	2	1	1	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$11.1 Million 2.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$10 Million 2.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH 1 stocks	$2.44 Million 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$2.38 Million 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AVAV 1 stocks	$2.27 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts

Medical Devices \| Healthcare PODD 1 stocks	$1.6 Million 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1.21 Million 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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