2025 Holdings and Performance
| Company | Ticker | H1 TR
Performance |
Q3 TR
Performance |
Q4 TR
Performance |
|---|---|---|---|---|
| Alphabet | GOOG | -8% | 38% | 29% |
| Advanced Medical Solutions | AMS | N/A | N/A | -3% |
| Alumasc Group | ALU | 21% | -6% | N/A |
| Amazon | AMZN | -1% | 0% | 5% |
| Begbies Traynor | BEG | 13% | 5% | N/A |
| Billington Holdings | BILN | -17% | -30% | 22% |
| Charles Schwab | SCHW | 24% | 5% | 5% |
| Cordel Group | CRDL | 16% | -10% | -6% |
| Croma Security | CSSG | -2% | -11% | 5% |
| Deere & Co | DE | 22% | -10% | 2% |
| Distribution Finance | DFCH | 7% | 39% | -5% |
| FRP | FRP | N/A | 16% | N/A |
| GetBusy | GETB | -13% | 38% | 16% |
| Gooch & Housego | GHH | N/A | N/A | 16% |
| Greggs | GRG | N/A | N/A | 8% |
| Hermes | RMSP | N/A | -10% | 2% |
| Hilton Food Group | HFG | -1% | -23% | -23% |
| Journeo | JNEO | 35% | 28% | 6% |
| Keller Group | KLR | 3% | 4% | 10% |
| Kinovo | KINO | 35% | N/A | N/A |
| Meta Platforms | META | n/A | 0% | -10% |
| Mitie Group | MTO | 30% | -2% | 20% |
| MS International | MSI | 36% | 15% | 7% |
| Ondine Biomedical | OBI | N/A | N/A | -29% |
| TJX Company | TJX | N/A | 18% | 7% |
| Touchstar | TST | -5% | -13% | -20% |
| Transense Technologies | TRT | -7% | -21% | N/A |
| Volex | VLX | 36% | -4 | 15% |
| Warpaint | W7L | N/A | N/A | -11% |
| Portfolio Average | 11.2% | 0.5% | 2.8% | |
| FTSE AIM All share | 7% | 1.6% | -2.2% | |
| S&P500 | 6% | 8% | 2.6% |