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Lifestyle Asset Management, Inc.

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
Netflix Inc$1.78M18,9900.6%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$1.72M72,0930.6%
Mastercard Inc$1.70M2,9860.6%
TechnipFMC plc$1.67M37,5570.5%
MICROSOFT CORP$1.63M3,3670.5%
PEGASYSTEMS INC$1.61M27,0350.5%
TRIMBLE INC.$1.61M20,5710.5%
WEX Inc$1.57M10,5150.5%
PILGRIMS PRIDE CORPPPCCommon Stock$1.43M36,7230.5%
PINTEREST, INC.$1.40M54,1340.5%
Docusign Inc$1.38M20,1480.4%
CARLISLE COMPANIES INC$1.36M4,2640.4%
Chewy, Inc.$1.34M40,4500.4%
MercadoLibre, Inc.$1.24M6180.4%
FEDERATED HERMES ETF TRUST$1.23M41,0850.4%
INNOVATOR ETFS TRUST$1.02M39,0060.3%
Broadcom Inc.$1.02M2,9400.3%
J P MORGAN EXCHANGE TRADED F$758.9K15,0010.2%
INTERNATIONAL BUSINESS MACHINES CORP$754.9K2,5490.2%
KLA CORP$736.4K6060.2%
Amazon.com Inc$698.0K3,0240.2%
J P MORGAN EXCHANGE TRADED F$597.9K11,8390.2%
AMERICAN CENTY ETF TR$587.7K5,7630.2%
INNOVATOR ETFS TRUST$584.0K20,0970.2%
Futu Holdings LtdFUTUADR$561.6K3,4200.2%
NOVA LTD$550.4K1,6760.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$526.3K1,7320.2%
AMPHENOL CORP /DE$525.6K3,8890.2%
SELECT SECTOR SPDR TR$515.3K3,5790.2%
Ensign Group Inc/The$507.1K2,9110.2%
CAMTEK LTD.$506.6K4,7640.2%
Arista Networks, Inc.ANETCommon Stock$501.3K3,8260.2%
HOME DEPOT, INC.$482.4K1,4020.2%
CHART INDUSTRIES INC$477.2K2,3140.2%
Walmart Inc.$476.7K4,2790.2%
ISHARES TR$457.6K16,9780.1%
American Healthcare REIT, Inc.$446.2K9,4820.1%
SELECT SECTOR SPDR TR$437.5K3,6640.1%
LPL Financial Holdings Inc.$425.4K1,1910.1%
CHEVRON CORP$395.7K2,5960.1%
CATALYST PHARMACEUTICALS, INC.$392.9K16,8350.1%
AbbVie Inc.$387.3K1,6950.1%
CISCO SYSTEMS, INC.$386.5K5,0170.1%
CITIGROUP INC$380.9K3,2640.1%
Tradeweb Markets Inc.$371.6K3,4550.1%
BRINKER INTERNATIONAL, INC$367.1K2,5580.1%
JOHNSON & JOHNSON$361.5K1,7470.1%
THE GOLDMAN SACHS GROUP, INC.$356.0K4050.1%
J P MORGAN EXCHANGE TRADED F$354.5K6,9600.1%
SPDR S&P MIDCAP 400 ETF TR$353.5K5860.1%
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