Matheus Lonning

Portfolio Update (08/18/26)

3 new names, some trims, some changes. Great month so far. RCMT leading the pack.

Matheus Lonning's avatar
Matheus Lonning
Aug 18, 2026
∙ Paid

As usual, here are some disclaimers:

This portfolio update reflects my personal views and current holdings at the time of publication and is provided for informational purposes only. It should not be considered investment, legal, or tax advice, and investors should conduct their own research and consider their individual financial circumstances before making any investment decisions. I may buy/sell any stocks at any moment without any notice.

Up nearly 10% since the last update as RCMT absolutely crushed it.

HOLDINGS:

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