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Funds / Ncp Inc.
Institutional Fund

Ncp Inc.

Wilmington, NCCIK 20237095 filings on record

Portfolio Value
$60.11M
Q1 2026
Holdings
74
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-51.5%
from $124.02M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation21.9%
  • Amazon Com Inc9.2%
  • Alphabet Inc7.4%
  • Tesla Inc7.1%
  • Apple Inc6.7%
  • Broadcom Inc6.1%
  • Other41.6%

Portfolio Holdings

74 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation75.6K$13.19M21.9%49.6KReduced
2Amazon Com Inc26.6K$5.54M9.2%+401Added
3Alphabet Inc15.5K$4.46M7.4%157Reduced
4Tesla Inc11.4K$4.24M7.1%709Reduced
5Apple Inc15.8K$4.02M6.7%1.9KReduced
6Broadcom Inc11.8K$3.66M6.1%2.3KReduced
7Equinix Inc3.1K$3.09M5.1%1.1KReduced
8Crowdstrike Hldgs Inc5.0K$1.95M3.2%350Reduced
9Costco Whsl Corp New1.9K$1.89M3.1%73Reduced
10Palo Alto Networks Inc9.9K$1.59M2.6%+9.8KAdded

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