These would be updated at the end of each Quarter with a few weeks delay. 2026 starting portfolio
| Company | Ticker | Q1 TR
Performance |
Q2 TR
Performance |
Q3 TR
Performance |
Q4 TR
Performance |
|---|---|---|---|---|---|
| Alphabet | GOOG | -12.6% | 24% | ||
| Advanced Medical Solutions | AMS | -12% | 47% | ||
| Amazon | AMZN | -13% | 14.4% | ||
| BTG | BEG | 6% | -2.5% | ||
| Billington Holdings | BILN | 2% | 20.3% | ||
| CBRE | CBRE | N/A | N/A | ||
| Charles Schwab | SCHW | -6.5% | -1.5% | ||
| Cordel Group | CRDL | -17% | N/A | ||
| Croma Security | CSSG | -9% | -1.5% | ||
| Deere & Co | DE | 19% | 12.8% | ||
| Distribution Finance | DFCH | 7% | 16.5% | ||
| GetBusy | GETB | -19% | 6% | ||
| Gooch & Housego | GHH | 26% | 27.5% | ||
| Greggs | GRG | -9% | 8.4% | ||
| Hermes | RMSP | -24% | -0.4% | ||
| Hilton Food Group | HFG | 1% | N/A | ||
| Journeo | JNEO | -23% | 16% | ||
| Keller Group | KLR | 15.5% | 41% | ||
| Meta Platforms | META | -19% | -1.5% | ||
| Mitie Group | MTO | 2.5% | -11.5% | ||
| MS International | MSI | -7% | 7.5% | ||
| MTI Wireless | MWE | N/A | 30% | ||
| Ondine Biomedical | OBI | 23% | 40% | ||
| Salesforce | CRM | N/A | N/A | ||
| TJX Company | TJX | 2% | -5% | ||
| Touchstar | TST | 2% | 33% | ||
| Volex | VLX | 8% | 24% | ||
| Warpaint | W7L | -4% | 13% | ||
| Portfolio Average | -2.44 | 14.9% | |||
| FTSE AIM All share | -6.2% | 8.3% | |||
| S&P500 | -4.33% | 15.2% |