ALTEX
Firsthand Alternative Energy Fund
Firsthand Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WOLFSPEED INC 10,000 0 -10,000 0.00% $0
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEYMKT 1,605,009 1,749,291 144,281 16.05% $144.28K
IBERDROLA SA 493 499 6 0.10% $690
WOLFSPEED INC/DE 84 139 55 0.02% $806

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BLOOM ENERGY CORP CL A 12,000 12,000 0 14.92% $583.20K
QUANTA SVCS INC 2,100 2,100 0 10.58% $266.62K
CORNING INC 6,460 6,460 0 8.06% $312.73K
COMMSTCK 7,000 7,000 0 5.17% $45.57K
OKLO INC 10,000 10,000 0 4.55% -$221.70K
ON SEMICONDUCTOR CORP 8,000 8,000 0 4.54% $62.16K
VESTAS WIND SYST 15,000 15,000 0 4.04% $39.19K
BWX TECHNOLOGIES INC 2,000 2,000 0 3.75% $63.30K
AXCELIS TECHNOLOGIES INC 4,000 4,000 0 3.42% $50.96K
GE VERNOVA LLC 400 400 0 3.20% $87.73K
ORMAT TECHNOLOGIES INC 2,000 2,000 0 2.05% $2.90K
MONOLITHIC POWER SYS INC 200 200 0 2.01% $37.40K
FIRST SOLAR INC 1,000 1,000 0 1.81% -$63.97K
SUNPOWER INC A 150,000 150,000 0 1.75% -$45.00K
ITRON INC 2,000 2,000 0 1.64% -$6.46K
EATON CORP PLC 500 500 0 1.64% $19.58K
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS 5,000 5,000 0 1.58% $43.05K
SOLAREDGE TECHNOLOGIES INC 3,000 3,000 0 1.41% $66.60K
ULVAC INC 2,700 2,700 0 1.27% $16.65K
Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20 4,962 4,962 0 1.25% $1.59K
HONEYWELL INTL INC 580 580 0 1.20% $17.95K
ASPEN AEROGELS INC 35,000 35,000 0 1.10% $20.65K
ENPHASE ENERGY INC 3,000 3,000 0 1.04% $17.28K
CARRIER GLOBAL CORP 1,000 1,000 0 0.52% $3.47K
NUSCALE POWER CORP 5,000 5,000 0 0.50% -$16.65K
ACCELLERON INDUSTRIES AG 350 350 0 0.29% $4.16K
ARQ INC 6,800 6,800 0 0.16% -$4.83K
CHARGEPOINT HOLDINGS INC CL A 3,000 3,000 0 0.13% -$5.34K
ORION ENERGY SYSTEMS INC 1,400 1,400 0 0.11% -$9.30K
SOLSTICE ADV MAT 145 145 0 0.10% $4.00K
SHARP CORP 1,100 1,100 0 0.04% -$1.42K
Swvl Holdings Corp 13,333 13,333 0 0.00% -$5
SUNNOVA ENERGY INTERNATIONAL INC 15,000 15,000 0 0.00% $0
SUNPOWER CORP 29,931 29,931 0 0.00% $0

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.