Meta's Family of Apps represents the best advertising business in the world, which is growing more than twice as fast as Google. The company's current low valuation is due to uncertainties regarding its huge AI CAPEX, which can be optimized at any time. In Q2, Family of Apps grew 27.5% YoY with a 46.9% LTM EBIT margin. Assuming other segments are worthless, it is valued at just 14.5x EV/EBIT.
Deutsche Post ETR: DHL, operating as DHL Group, reported stronger second-quarter performance as revenue rose 13% year over year and EBIT increased 30%, driven by higher shipment volumes, yield management and cost discipline. Management said the results supported an increase in its full-year EBIT outlook to more than €6.5 billion.
HF Sinclair Corporation remains a Buy as robust earnings growth and capital returns drive continued outperformance, with shares up nearly 72% since November. DINO's renewables segment has pivoted from a cash drag to a significant EBIT contributor, now delivering 87.5% margins and 21% of consolidated EBIT. Record-high crack spreads and resilient gasoline prices underpin elevated refinery margins, supporting strong GAAP EPS growth forecasts into 2026.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 30,880 | $1.08M | $1.23M | $149,897.8 | 13.84% |
CARL LYMANGOOD Petros Family Wealth, LLC | 45,360 | $1.47M | $1.81M | $343,827.96 | 23.43% |
| ARCA Exchange | US Country |
The fund, managed by Harbor Capital Advisors, Inc., is structured to mimic the performance of its specifically designed index through a systematic, indexing investment strategy. This index is crafted using a proprietary, rule-based methodology developed by Harbor Capital Advisors, Inc. It focuses on U.S.-listed companies that are identified for their appealing valuation and positive fundamental and price traits, as determined by the index's unique Provider methodology. Adhering to a disciplined investment approach, the fund commits at least 80% of its total assets to securities incorporated within the index, ensuring a focused and consistent adherence to its strategic investment goals.
The primary offering of the fund revolves around its strategic investment in U.S.-listed equity securities, guided by the principles of its proprietary index. This methodological approach allows the fund to navigate the financial markets with precision, targeting companies that both fulfill stringent valuation criteria and exhibit positive fundamental and price characteristics. Below are the key products and services offered: