These would be updated at the end of each Quarter with a few weeks delay. Updated 01/10/2025 with Q3 holdings

Company	Ticker	H1 TR Performance	Q3 TR Performance	Fundamentals/ Valuation	Competitive Advantages	Ownership/ Management	Future Prospects	Consistency/ History
Alphabet	GOOG	-8%	38%	√√	√√	√√√	√√√	√√√
Alumasc Group	ALU	21%	-6%	√√√	√√√	√	√√√	√√√
Amazon	AMZN	-1%	0%	√	√√√	√√√	√√√	√√√
Begbies Traynor	BEG	13%	5%	√√√	√√	√√√	√	√√√
Billington Holdings	BILN	-17%	-30%	√√√	√√	√√	√	√√
Charles Schwab	SCHW	24%	5%	√	√√√	√	√√	√√√
Cordel Group	CRDL	16%	-10%	√	√√√	√	√√√
Croma Security	CSSG	-2%	-11%	√√√	√√√	√√√	√√	√
Deere & Co	DE	22%	-10%	√	√√	√	√	√√√
Distribution Finance	DFCH	7%	39%	√√√	√	√	√√√
FRP	FRP	N/A	16%	√√	√	√√	√	√
GetBusy	GETB	-13%	38%	√	√	√√	√	√√
Hermes	RMSP	N/A	-10%	√√√	√√	√√	√√	√√
Hilton Food Group	HFG	-1%	-23%	√√√	√√	√√	√√	√√
Journeo	JNEO	35%	28%	√√	√√	√	√√√	√
Keller Group	KLR	3%	4%	√√	√√√	√	√√	√√√
Kinovo	KINO	35%	N/A	√√√	√	√	√	√
Meta Platforms	META	n/A	0%	√	√	√√	√	√
Mitie Group	MTO	30%	-2%	√	√	√√	√	√
MS International	MSI	36%	15%	√√	√	√√√	√√	√√√
TJX Company	TJX	n/A	18%	√	√	√√	√	√
Touchstar	TST	-5%	-13%	√√√	√	√	√	√√√
Transense Technologies	TRT	-7%	-21%	√	√√√	√	√√√	√
Volex	VLX	36%	-4	√√	√	√√	√	√
Portfolio Average		11.2%	0.5%
FTSE AIM All share		7%	1.6%
S&P500		6%	8%