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HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #16,238 out of 832,415 TipRanks' Investors
Success Rate
97 out of 136
profitable transactions
profitable transactions
Average Return
86.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.49%
6-Month Return▲ 19.38%
12-Month Return▲ 15.54%
YTD Return▲ 20.90%
Total Return▲ 89.43%
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
▼ 3.44%
▲ 0.19%
▲ 1.78%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.81%
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%
▼ 3.44%▲ 0.19%▲ 1.78%
▼ 0.68%▼ 0.24%▲ 0.81%
Recent Activity
WK Kellogg Co
―
▲ 108.20%
3
Close
Sep 25, 2025
Duckhorn Portfolio
―
▼ 32.56%
3
Close
Dec 23, 2024
Broadcom
2.74%
▲ 1,444.30%
3
Sell
Dec 10, 2024
United Parcel
0.62%
▼ 18.59%
1
Open
Dec 10, 2024
NICE
0.58%
▼ 39.80%
1
Open
Dec 10, 2024
Nvidia
4.67%
▲ 1,365.97%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.75%
▲ 369.64%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.38%
▼ 56.05%
1
Open
Oct 22, 2024
Viking Therapeutics
0.42%
▼ 40.22%
1
Open
Oct 22, 2024
Regions Financial
1.05%
▲ 22.95%
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%
▲ 35.43%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.7%
▲ 344.61%
3
Buy
Aug 13, 2024
Pfizer
0.79%
▼ 3.08%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024
First Horizon
―
▲ 21.90%
3
Close
May 29, 2024