HFO US - New Portfolio
gmazzeo@holdunfamilyoffice.com
HFO USIndividual Investor
Ranked #21,038 out of 859,930 TipRanks' Investors
Success Rate
95 out of 136
profitable transactions
profitable transactions
Average Return
91.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.91%
6-Month Return▲ 5.99%
12-Month Return▲ 35.56%
YTD Return▲ 2.25%
Total Return▲ 92.87%
Best Trade
Bio
Holdun Family Office long term equity portfolio focuses on themes, value and defensive core holdings.
Performance
14.41%0-14.41%
▲ 12.88%
▲ 3.56%
▲ 4.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.30%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.39%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.77%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.92%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.58%
Mar 2026
▲ 14.41%
▲ 8.26%
▲ 6.61%
Apr 2026
▲ 12.88%▲ 3.56%▲ 4.37%
▲ 10.96%▲ 2.38%▲ 1.30%
▼ 3.68%▲ 0.19%▲ 1.39%
▼ 0.10%▲ 0.08%▲ 0.77%
▲ 4.06%▲ 1.47%▲ 2.52%
▼ 1.12%▼ 0.86%▼ 0.92%
▲ 0.60%▼ 4.94%▼ 5.58%
▲ 14.41%▲ 8.26%▲ 6.61%
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
2.87%
▲ 1,632.45%
3
Sell
Dec 10, 2024
United Parcel
0.62%
▼ 11.53%
1
Open
Dec 10, 2024
NICE
0.53%
▼ 41.44%
1
Open
Dec 10, 2024
Nvidia
5.19%
▲ 1,574.21%
7
Sell
Oct 22, 2024
PayPal Holdings
―
▼ 31.37%
2
Close
Oct 22, 2024
Palo Alto Networks
1.46%
▲ 328.66%
3
Sell
Oct 22, 2024
Ciena
―
▲ 30.04%
2
Close
Oct 22, 2024
Hanover Insurance
―
▲ 19.35%
2
Close
Oct 22, 2024
Novo Nordisk
0.3%
▼ 64.58%
1
Open
Oct 22, 2024
Viking Therapeutics
0.4%
▼ 45.51%
1
Open
Oct 22, 2024
Regions Financial
1.05%
▲ 27.51%
1
Open
Oct 22, 2024
2U
―
▼ 99.98%
2
Close
Sep 13, 2024
Western Digital
―
▲ 32.25%
3
Close
Aug 13, 2024
Salesforce
0.78%
▼ 2.97%
4
Sell
Aug 13, 2024
Eli Lilly & Co
4.17%
▲ 291.40%
3
Buy
Aug 13, 2024
Pfizer
0.82%
▲ 4.11%
3
Buy
May 29, 2024
PubMatic
―
▲ 28.50%
3
Close
May 29, 2024