Sponsored

The Analysis of SHAKER INVESTMENTS LLC/OH's Holdings & P&L

Currently, SHAKER INVESTMENTS LLC/OH holds 82 types of securities in its portfolio with a total value $219.7M. In the most recent quarter, they have increased their positions in WTFC (+27.1K shares, valued at $3.8M), N/A (+33.6K shares, valued at $3.2M), XBI (+18.9K shares, valued at $2.4M); decreased their positions in MU (-17.6K shares, valued at $6.0M), AGX (-9.3K shares, valued at $5.1M), JPM (-11.1K shares, valued at $3.3M); initiated new positions in WTFC (+27.1K shares, valued at $3.8M), N/A (+33.6K shares, valued at $3.2M), XLE (+35.4K shares, valued at $2.2M).

1M P&L

+6.0M+2.84%

3M P&L

+13.4M+6.64%

HY P&L

+35.2M+19.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional35.1M

18.7%

2Semiconductors29.7M

15.8%

3N/A25.4M

13.5%

Top Industries by Stock Count

1N/A16 stocks

21.9%

2Semiconductors7 stocks

9.6%

3Engineering & Construction3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AX Axos Financial Inc.368.7K shares-2.63%2026-03-312026-05-05

NVDA NVIDIA Corp64.7K shares-5.19%2026-03-312026-05-05

Broadcom Ltd. Broadcom Ltd.30.0K shares-18.58%2026-03-312026-05-05

Alphabet Inc. Alphabet Inc.32.2K shares-5.15%2026-03-312026-05-05

TSM Taiwan Semiconductor-Sp Adr24.0K shares-5.28%2026-03-312026-05-05

AAPL Apple Inc.30.8K shares-4.61%2026-03-312026-05-05

MSFT Microsoft Corp18.0K shares-14.97%2026-03-312026-05-05

IRMD iRadimed Corp60.0K shares-3.54%2026-03-312026-05-05

Sponsored

MU Micron Technology16.7K shares-51.37%2026-03-312026-05-05

CASY Casey's General Stores, Inc.7.3K shares-5.99%2026-03-312026-05-05

AMZN Amazon.com23.7K shares-20.96%2026-03-312026-05-05

XBI SPDR S&P Biotech ETF (XBI)38.5K shares96.97%2026-03-312026-05-05

PODD Insulet Corp.18.6K shares-20.54%2026-03-312026-05-05

WTFC Wintrust Financial Corp27.1K sharesnew addition2026-03-312026-05-05

AGX Argan, Inc.6.7K shares-58.08%2026-03-312026-05-05

Arista Networks, Inc. Arista Networks, Inc.28.8K shares-5.20%2026-03-312026-05-05

Sponsored

VRT Vertiv Holdings Co14.0K shares-5.18%2026-03-312026-05-05

Netflix Inc. Netflix Inc.33.6K sharesnew addition2026-03-312026-05-05

XLU Utilities Select Sector SPDR (XLU)70.1K shares-5.94%2026-03-312026-05-05

FIX Comfort Systems USA Inc.2.3K shares-7.72%2026-03-312026-05-05

Eaton Corp. Eaton Corp.8.6K shares227.25%2026-03-312026-05-05

GS Goldman Sachs Group3.6K shares-6.01%2026-03-312026-05-05

MCHP Microchip Technology45.9K shares-4.97%2026-03-312026-05-05

OLLI Ollie's Bargain Outlet Holdings Inc.30.9K shares-9.99%2026-03-312026-05-05

Sponsored

MS Morgan Stanley16.8K shares-6.09%2026-03-312026-05-05

JPM JPMorgan Chase & Co.8.7K shares-56.00%2026-03-312026-05-05

VEU Vanguard FTSE All-World Ex-US ETF (VEU)34.1K shares96.23%2026-03-312026-05-05

META Meta Platforms Inc.4.4K shares-31.82%2026-03-312026-05-05

VWO Vanguard Emerging Market ETF (VWO)42.8K shares8.08%2026-03-312026-05-05

WCC WESCO International, Inc.8.3K shares-5.56%2026-03-312026-05-05

UBER Uber Technologies Inc.30.5K shares-33.01%2026-03-312026-05-05

V Visa Inc. - Class A Shares7.2K shares-4.89%2026-03-312026-05-05

Sponsored

XLE SPDR - Energy Select Sector (XLE)35.4K sharesnew addition2026-03-312026-05-05

NXT Nextpower Inc17.8K sharesnew addition2026-03-312026-05-05

MSI Motorola Solutions Inc.4.7K shares-5.51%2026-03-312026-05-05

ORLY O'Reilly Automotive22.1K shares-47.20%2026-03-312026-05-05

NUE Nucor Corp11.8K sharesnew addition2026-03-312026-05-05

RSPG Invesco S&P 500 Eql Wgt Energy ETF (RSPG)18.2K sharesnew addition2026-03-312026-05-05

TJX TJX Cos Inc/The12.3K shares-5.14%2026-03-312026-05-05

ESE ESCO Technologies Inc.6.9K shares-1.62%2026-03-312026-05-05

Sponsored

FTNT Fortinet Inc.23.6K shares-5.27%2026-03-312026-05-05

SPY SPDR S&P 500 ETF Trust (SPY)3.0K shares-0.60%2026-03-312026-05-05

LLY Eli Lilly & Company2.0K shares-5.35%2026-03-312026-05-05

SPYM SPDR S&P 500 ETF (SPYM)23.8K shares-14.94%2026-03-312026-05-05

XME SPDR S&P Metals & Mining ETF (XME)16.8K sharesnew addition2026-03-312026-05-05

GE Aerospace GE Aerospace6.3K sharesnew addition2026-03-312026-05-05

MA Mastercard Inc.3.2K shares-5.44%2026-03-312026-05-05

CELH Celsius Holdings Inc.40.3K shares-7.09%2026-03-312026-05-05

Sponsored

DHI D. R. Horton Inc.9.8K shares-6.29%2026-03-312026-05-05

HALO Halozyme Therapeutics Inc.17.2K shares-8.12%2026-03-312026-05-05

PLPC Preformed Line Products Co.4.0K shares-2.01%2026-03-312026-05-05

STRL Sterling Infrastructure Inc2.5K shares7.10%2026-03-312026-05-05

BKNG Booking Holdings Inc.242 shares-41.26%2026-03-312026-05-05

Vanguard S&P 500 ETF (VOO) Vanguard S&P 500 ETF (VOO)1.7K shares1.14%2026-03-312026-05-05

AMAT Applied Materials2.8K sharesnew addition2026-03-312026-05-05

TT Trane Technologies PLC2.2K shares-10.67%2026-03-312026-05-05

Sponsored

KNSL Kinsale Capital Group Inc.2.7K shares-9.67%2026-03-312026-05-05

MPWR Monolithic Power Systems Inc823 shares-1.67%2026-03-312026-05-05

GHM Graham Corp10.7K shares-1.93%2026-03-312026-05-05

VEEV Veeva Systems Inc.3.7K shares-11.40%2026-03-312026-05-05

CACI CACI International Inc.1.1K shares16.15%2026-03-312026-05-05

BOOT Boot Barn Holdings Inc.3.9K shares8.35%2026-03-312026-05-05

IWN iShares Russell 2000 Value ETF (IWN)2.8K shares0.00%2026-03-312026-05-05

IWO iShares Russell 2000 Growth ETF (IWO)1.6K shares-3.02%2026-03-312026-05-05

Sponsored

LSCC Lattice Semiconductor Corp.5.1K shares-16.70%2026-03-312026-05-05

Lam Research Corp. Lam Research Corp.2.1K sharesnew addition2026-03-312026-05-05

ASML ASML Holding NV380 sharesnew addition2026-03-312026-05-05

VCSH Vanguard Short-Term Corp. Bond ETF (VCSH)5.3K shares0.11%2026-03-312026-05-05

IMKTA Ingles Markets Inc.4.1K shares-4.76%2026-03-312026-05-05

OEF iShares S&P 100 ETF (OEF)1.1K shares-19.62%2026-03-312026-05-05

CGNX Cognex Corporation6.9K shares23.25%2026-03-312026-05-05

DIOD Diodes Incorporated5.0K shares-4.88%2026-03-312026-05-05

Sponsored

MDY SPDR S&P Mid Cap 400 ETF (MDY)501 shares0.20%2026-03-312026-05-05

CR Crane Co.1.7K shares-4.87%2026-03-312026-05-05

KRMN Karman Holdings Inc3.6K shares29.21%2026-03-312026-05-05

LQD iShares iBoxx $ Inv. Grade Corp Bond ETF (LQD)2.4K sharesnew addition2026-03-312026-05-05

SPDW SPDR Developed World ex-US ETF (SPDW)5.6K shares-31.31%2026-03-312026-05-05

LECO Lincoln Electric Holdings Inc.1.0K shares-4.82%2026-03-312026-05-05

DT Dynatrace Inc.6.2K shares-4.80%2026-03-312026-05-05

ARRY Array Technologies Inc30.1K shares-5.20%2026-03-312026-05-05

Sponsored

Invesco S&P 500 Eq. Wt. ETF (RSP) Invesco S&P 500 Eq. Wt. ETF (RSP)1.1K shares-13.08%2026-03-312026-05-05

OPRA Opera Ltd11.6K shares-31.12%2026-03-312026-05-05

Axos Financial Inc.

-2.63%

Shares368.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA Corp

-5.19%

Shares64.7K

Event2026-03-31

Filed2026-05-05

Broadcom Ltd.

-18.58%

Shares30.0K

Event2026-03-31

Filed2026-05-05

Alphabet Inc.

-5.15%

Shares32.2K

Event2026-03-31

Filed2026-05-05

TSM

Taiwan Semiconductor-Sp Adr

-5.28%

Shares24.0K

Event2026-03-31

Filed2026-05-05

AAPL

Apple Inc.

-4.61%

Shares30.8K

Event2026-03-31

Filed2026-05-05

MSFT

Microsoft Corp

-14.97%

Shares18.0K

Event2026-03-31

Filed2026-05-05

IRMD

iRadimed Corp

-3.54%

Shares60.0K

Event2026-03-31

Filed2026-05-05

Micron Technology

-51.37%

Shares16.7K

Event2026-03-31

Filed2026-05-05

CASY

Casey's General Stores, Inc.

-5.99%

Shares7.3K

Event2026-03-31

Filed2026-05-05

AMZN

Amazon.com

-20.96%

Shares23.7K

Event2026-03-31

Filed2026-05-05

XBI

SPDR S&P Biotech ETF (XBI)

96.97%

Shares38.5K

Event2026-03-31

Filed2026-05-05

PODD

Insulet Corp.

-20.54%

Shares18.6K

Event2026-03-31

Filed2026-05-05

WTFC

Wintrust Financial Corp

New

Shares27.1K

Event2026-03-31

Filed2026-05-05

AGX

Argan, Inc.

-58.08%

Shares6.7K

Event2026-03-31

Filed2026-05-05

Arista Networks, Inc.

-5.20%

Shares28.8K

Event2026-03-31

Filed2026-05-05

VRT

Vertiv Holdings Co

-5.18%

Shares14.0K

Event2026-03-31

Filed2026-05-05

Netflix Inc.

New

Shares33.6K

Event2026-03-31

Filed2026-05-05

XLU

Utilities Select Sector SPDR (XLU)

-5.94%

Shares70.1K

Event2026-03-31

Filed2026-05-05

FIX

Comfort Systems USA Inc.

-7.72%

Shares2.3K

Event2026-03-31

Filed2026-05-05

Eaton Corp.

227.25%

Shares8.6K

Event2026-03-31

Filed2026-05-05

Goldman Sachs Group

-6.01%

Shares3.6K

Event2026-03-31

Filed2026-05-05

MCHP

Microchip Technology

-4.97%

Shares45.9K

Event2026-03-31

Filed2026-05-05

OLLI

Ollie's Bargain Outlet Holdings Inc.

-9.99%

Shares30.9K

Event2026-03-31

Filed2026-05-05

Morgan Stanley

-6.09%

Shares16.8K

Event2026-03-31

Filed2026-05-05

JPM

JPMorgan Chase & Co.

-56.00%

Shares8.7K

Event2026-03-31

Filed2026-05-05

VEU

Vanguard FTSE All-World Ex-US ETF (VEU)

96.23%

Shares34.1K

Event2026-03-31

Filed2026-05-05