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Methodical BCI Equity Fund  |  South African-Equity-General
2.3736    +0.0482    (+2.073%)
NAV price (ZAR) Wed 29 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Carvana Co176 176 1.19 0.12 0.00 0.00 
Auto Total176 176 1.19 0.12 0.00 0.00 
Anheuser-Busch InBev SA/NV-10,676 0.00 0.00 10,676 13.01 2.08 
Beverages Total-10,676 0.00 0.00 10,676 13.01 2.08 
Cash on call30.23 2.98 2.93 0.47 
Margin Account2.20 0.22 0.00 0.00 
Cash on call Total32.43 3.20 2.93 0.47 
AECI Ltd.-2,613 0.00 0.00 2,613 0.28 0.04 
Sasol Ltd.289,427 289,427 31.08 3.07 0.00 0.00 
Chemicals Total286,814 289,427 31.08 3.07 2,613 0.28 0.04 
Archer Aviation Inc-14,496 6,126 1.02 0.10 20,622 3.84 0.61 
Cyclical Goods & Services Total-14,496 6,126 1.02 0.10 20,622 3.84 0.61 
NRG Energy Inc-93 0.00 0.00 93 0.27 0.04 
Energy Total-93 0.00 0.00 93 0.27 0.04 
iShares 1-3 Year Treasury Bond ETF-3,605 0.00 0.00 3,605 5.31 0.85 
iShares MSCI USA Quality Factor ETF-1,881 0.00 0.00 1,881 6.07 0.97 
SPDR S&P 500 ETF-1,168 398 4.57 0.45 1,566 17.14 2.74 
VanEck Vectors Gold Miners ETF-5,680 0.00 0.00 5,680 5.12 0.82 
Equities Total-12,334 398 4.57 0.45 12,732 33.64 5.37 
Cipher Mining Inc18,739 18,739 4.10 0.40 0.00 0.00 
Robinhood Markets Inc6,309 6,309 14.91 1.47 0.00 0.00 
Financial Services Total25,048 25,048 19.00 1.88 0.00 0.00 
Celsius Holdings Inc1,185 1,185 1.17 0.12 0.00 0.00 
Food & Beverage Total1,185 1,185 1.17 0.12 0.00 0.00 
Tiger Brands Ltd.-86,023 0.00 0.00 86,023 27.66 4.41 
Food Producers Total-86,023 0.00 0.00 86,023 27.66 4.41 
European - Currency0.00 0.00 0.00 0.00 
USA - Currency1.49 0.15 0.62 0.10 
For Currency Total1.49 0.15 0.62 0.10 
Foreign - Equities14.84 1.47 23.93 3.82 
Foreign Invest Total14.84 1.47 23.93 3.82 
Barloworld Ltd.2,940 13,362 1.57 0.16 10,422 1.16 0.18 
General Industrials Total2,940 13,362 1.57 0.16 10,422 1.16 0.18 
Axon Enterprise Inc.-8 0.00 0.00 0.12 0.02 
Bloom Energy Company3,179 3,179 4.04 0.40 0.00 0.00 
GE Vernova Inc118 118 1.23 0.12 0.00 0.00 
Joby Aviation Inc9,846 9,846 2.72 0.27 0.00 0.00 
Philip Morris International-13 0.00 0.00 13 0.04 0.01 
QuantumScape27,422 27,422 5.87 0.58 0.00 0.00 
Roblox Corporation3,287 3,520 8.61 0.85 233 0.44 0.07 
Goods & Services Total43,831 44,085 22.47 2.22 254 0.60 0.10 
Insmed Incorporated504 504 1.23 0.12 0.00 0.00 
Healthcare Total504 504 1.23 0.12 0.00 0.00 
Grindrod Ltd.53,213 53,213 0.80 0.08 0.00 0.00 
Super Group Ltd.-10,201 0.00 0.00 10,201 0.16 0.03 
Industrial Transportation Total43,012 53,213 0.80 0.08 10,201 0.16 0.03 
Methodical BCI Global Dynamic - B523,833,921 103,507,130 186.95 18.45 79,673,209 127.80 20.40 
International Total23,833,921 103,507,130 186.95 18.45 79,673,209 127.80 20.40 
Ninety One Ltd.63,472 63,472 2.89 0.29 0.00 0.00 
Ninety One plc61,044 61,044 2.86 0.28 0.00 0.00 
Investment Banking and Brokerage Services Total124,516 124,516 5.75 0.57 0.00 0.00 
Discovery Ltd.-95,458 0.00 0.00 95,458 20.56 3.28 
Momentum Group Ltd.-489,674 0.00 0.00 489,674 16.83 2.69 
Life Insurance Total-585,132 0.00 0.00 585,132 37.39 5.97 
OUTsurance Group Ltd.-340,518 0.00 0.00 340,518 26.68 4.26 
Non-life Insurance Total-340,518 0.00 0.00 340,518 26.68 4.26 
Compagnie Financière Richemont SA-3,278 0.00 0.00 3,278 10.92 1.74 
Personal Goods Total-3,278 0.00 0.00 3,278 10.92 1.74 
Adcock Ingram Holdings Ltd.34,493 34,493 2.48 0.25 0.00 0.00 
Pharmaceuticals and Biotechnology Total34,493 34,493 2.48 0.25 0.00 0.00 
DRDGOLD Ltd.15,868 138,483 6.54 0.65 122,615 2.88 0.46 
Impala Platinum Holdings Ltd.129,388 353,102 76.86 7.59 223,714 35.65 5.69 
Northam Platinum Holdings Ltd.75,140 230,481 64.30 6.35 155,341 30.05 4.80 
Pan African Resources plc589,757 3,871,477 77.82 7.68 3,281,720 36.13 5.77 
Sibanye Stillwater Ltd.310,057 1,500,995 73.83 7.29 1,190,938 38.47 6.14 
Valterra Platinum Ltd.44,447 52,276 63.15 6.23 7,829 6.20 0.99 
Precious Metals and Mining Total1,164,657 6,146,814 362.51 35.78 4,982,157 149.38 23.84 
Hammerson plc-28,376 0.03 0.00 28,376 2.09 0.33 
Shaftesbury Capital plc-3,553 0.02 0.00 3,553 0.14 0.02 
Sirius Real Estate Ltd.-8,387 0.00 0.00 8,387 0.20 0.03 
Real Estate Investment Trusts Total-40,316 0.05 0.00 40,316 2.43 0.39 
Wayfair Inc1,872 1,872 2.89 0.28 0.00 0.00 
Retail Total1,872 1,872 2.89 0.28 0.00 0.00 
Pepkor Holdings Ltd.-202,751 0.00 0.00 202,751 5.53 0.88 
We Buy Cars Holdings Ltd.9,380 52,475 2.91 0.29 43,095 2.55 0.41 
Retailers Total-193,371 52,475 2.91 0.29 245,846 8.08 1.29 
Bytes Technology Group plc-9,743 0.00 0.00 9,743 1.21 0.19 
Datatec Ltd.-15,528 45,310 2.71 0.27 60,838 3.97 0.63 
Naspers Ltd.1,204 6,196 39.04 3.85 4,992 27.67 4.42 
Prosus NV19,122 48,501 59.40 5.86 29,379 29.10 4.64 
Software and Computer Services Total-4,945 100,007 101.16 9.99 104,952 61.95 9.89 
Howmet Aerospace Inc-24 0.00 0.00 24 0.08 0.01 
Specialist Securities Total-24 0.00 0.00 24 0.08 0.01 
Applied Digital Corporation16,666 16,666 6.38 0.63 0.00 0.00 
AppLovin Corporation-368 345 4.25 0.42 713 4.23 0.68 
Astera Labs Inc2,533 2,533 8.70 0.86 0.00 0.00 
BigBear.ai Holdings Inc74,300 74,300 8.30 0.82 0.00 0.00 
Cloudflare Inc-48 0.00 0.00 48 0.17 0.03 
Credo Technology Group Holding4,087 4,087 10.31 1.02 0.00 0.00 
IonQ Inc7,265 7,265 8.07 0.80 0.00 0.00 
Kratos Defense & Security Solutions Inc.4,698 4,698 7.15 0.71 0.00 0.00 
Microstrategy-391 0.00 0.00 391 2.67 0.43 
NuScale Power Corp629 3,941 2.60 0.26 3,312 2.25 0.36 
Palantir Technologies1,116 3,632 11.23 1.11 2,516 5.85 0.93 
Rigetti Computing Inc2,598 2,598 1.33 0.13 0.00 0.00 
Rocket Lab USA Inc-3,081 9,031 7.34 0.72 12,112 7.62 1.22 
Zscaler Inc-14 0.00 0.00 14 0.08 0.01 
Technology Total109,990 129,096 75.65 7.47 19,106 22.86 3.65 
AST SpaceMobile Inc4,269 4,269 3.60 0.36 0.00 0.00 
Lumentum Holdings Inc.947 947 2.66 0.26 0.00 0.00 
Telecom Total5,216 5,216 6.26 0.62 0.00 0.00 
Blu Label Unlimited Group Ltd.160,926 379,593 4.50 0.44 218,667 3.13 0.50 
MTN Group Ltd.32,883 285,371 40.03 3.95 252,488 35.66 5.69 
Telkom SA SOC Ltd.988,798 1,069,874 54.78 5.41 81,076 4.29 0.68 
Vodacom Group Ltd.-94,920 5,816 0.77 0.08 100,736 13.76 2.20 
Telecommunications Service Providers Total1,087,687 1,740,654 100.08 9.88 652,967 56.84 9.07 
British American Tobacco plc20,395 36,773 33.49 3.31 16,378 14.00 2.23 
Tobacco Total20,395 36,773 33.49 3.31 16,378 14.00 2.23 
Portfolio Total25,495,051 112,312,570 1,013.09 100.00 86,817,519 626.48 100.00