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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #17,982 out of 833,092 TipRanks' Investors
Success Rate
95 out of 136
profitable transactions
profitable transactions
Average Return
84.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.79%
6-Month Return▲ 18.12%
12-Month Return▲ 19.57%
YTD Return▲ 19.66%
Total Return▲ 87.50%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.55%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.30%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.75%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.19%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.55%
▲ 9.25%▲ 5.14%▲ 4.09%
▲ 7.60%▲ 2.30%▲ 2.94%
▲ 2.76%▲ 2.05%▲ 3.25%
▲ 12.88%▲ 3.56%▲ 4.37%
▲ 10.96%▲ 2.38%▲ 1.30%
▼ 3.57%▲ 0.19%▲ 1.75%
▼ 3.92%▼ 1.01%▼ 0.19%
Recent Activity
Kellanova
―
▲ 50.68%
2
Close
Dec 11, 2025
WK Kellogg Co
―
▲ 108.20%
3
Close
Sep 25, 2025
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
2.56%
▲ 1,315.37%
3
Sell
Dec 10, 2024
United Parcel
0.63%
▼ 17.65%
1
Open
Dec 10, 2024
NICE
0.59%
▼ 40.02%
1
Open
Dec 10, 2024
Nvidia
4.74%
▲ 1,358.60%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.73%
▲ 355.41%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.37%
▼ 58.31%
1
Open
Oct 22, 2024
Viking Therapeutics
0.4%
▼ 45.27%
1
Open
Oct 22, 2024
Regions Financial
1.07%
▲ 22.46%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
1.2%
▲ 33.38%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.93%
▲ 357.32%
3
Buy
Aug 13, 2024
Pfizer
0.78%
▼ 6.11%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024