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Methodical BCI Global Dynamic Fund  |  Global-Multi Asset-Flexible
2.2990    +0.0489    (+2.173%)
NAV price (ZAR) Tue 12 May 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Hecla Mining Co-19,521 14,297 4.19 0.93 33,818 10.90 3.16 
Basic Resources Total-19,521 14,297 4.19 0.93 33,818 10.90 3.16 
Cash on call36.98 8.24 13.94 4.04 
Margin Account0.00 0.00 -0.41 -0.12 
Cash on call Total36.98 8.24 13.53 3.92 
Albemarle Corp.801 801 2.42 0.54 0.00 0.00 
Corning Incorporated426 426 0.93 0.21 0.00 0.00 
SanDisk Corporation590 590 5.75 1.28 0.00 0.00 
Southwest Airlines0.00 0.00 0.00 0.00 
Cyclical Goods & Services Total1,817 1,817 9.10 2.03 0.00 0.00 
iShares MSCI USA Quality Factor ETF26,731 26,731 84.81 18.89 0.00 0.00 
SPDR S&P 500 ETF2,616 3,953 42.62 9.50 1,337 15.22 4.41 
Equities Total29,347 30,684 127.43 28.39 1,337 15.22 4.41 
Cipher Mining Inc-38,156 18,196 3.72 0.83 56,352 13.60 3.94 
Robinhood Markets Inc-1,965 0.00 0.00 1,965 3.75 1.09 
Financial Services Total-40,121 18,196 3.72 0.83 58,317 17.35 5.02 
Foreign - Currency0.00 0.00 76.71 22.21 
USA - Currency49.47 11.02 8.41 2.43 
For Currency Total49.47 11.02 85.12 24.64 
Foreign - Bond Derivatives68.26 15.21 0.00 0.00 
Foreign - Equities14.21 3.17 56.26 16.29 
Foreign Invest Total82.46 18.37 56.26 16.29 
Bloom Energy Company-4,412 2,780 5.65 1.26 7,192 10.38 3.00 
Lam Research Corporation0.00 0.00 0.00 0.00 
QuantumScape-36,998 0.00 0.00 36,998 6.35 1.84 
Goods & Services Total-41,410 2,780 5.65 1.26 44,190 16.73 4.84 
Moderna Inc3,602 3,602 2.96 0.66 0.00 0.00 
Revolution Medicines Inc1,665 1,665 2.63 0.59 0.00 0.00 
Healthcare Total5,267 5,267 5.58 1.24 0.00 0.00 
Warner Bros. Discovery International-3,494 0.00 0.00 3,494 1.67 0.48 
Media Total-3,494 0.00 0.00 3,494 1.67 0.48 
Cadiz BCI Money Market - A833,441 48,364,752 48.65 10.84 47,531,311 47.82 13.84 
Granate BCI Money Market - B552,942 33,370,871 33.56 7.48 32,817,929 33.01 9.56 
Money Market Total1,386,383 81,735,623 82.21 18.32 80,349,240 80.83 23.40 
Wayfair Inc-840 0.00 0.00 840 1.40 0.41 
Retail Total-840 0.00 0.00 840 1.40 0.41 
Applied Digital Corporation-22,861 7,552 2.64 0.59 30,413 12.11 3.51 
Ciena Corporation1,564 1,564 9.71 2.16 0.00 0.00 
Credo Technology Group Holding-1,629 0.00 0.00 1,629 3.90 1.13 
Hut 8 Mining Corp880 1,914 1.39 0.31 1,034 0.79 0.23 
Micron Technology945 1,340 7.34 1.64 395 1.91 0.55 
Palantir Technologies-111 0.00 0.00 111 0.33 0.10 
Planet Labs PBC10,544 10,544 5.00 1.11 0.00 0.00 
Rigetti Computing Inc-9,917 0.00 0.00 9,917 3.68 1.06 
Rocket Lab USA Inc488 488 0.48 0.11 0.00 0.00 
Teradyne Incorporated1,428 1,428 6.71 1.50 0.00 0.00 
Western Digital Corporation-5,124 1,817 7.78 1.73 6,941 20.21 5.85 
Technology Total-23,793 26,647 41.05 9.15 50,440 42.94 12.43 
AST SpaceMobile Inc-2,035 790 0.99 0.22 2,825 3.49 1.01 
Telecom Total-2,035 790 0.99 0.22 2,825 3.49 1.01 
Portfolio Total1,291,600 81,836,101 448.83 100.00 80,544,501 345.44 100.00