Top and Current
Source : (remove) : CNBC
RSSJSONXMLCSV
Top and Current
Source : (remove) : CNBC
RSSJSONXMLCSV
Fri, December 12, 2025
Thu, December 11, 2025
Wed, December 10, 2025
Tue, December 9, 2025
Mon, December 8, 2025
Sun, December 7, 2025
Sat, December 6, 2025
Fri, December 5, 2025
Thu, December 4, 2025
Wed, December 3, 2025
Tue, December 2, 2025
Mon, December 1, 2025

Blue Horizon Capital's 34-Stock Portfolio Beats the S&P 500 by 1.8 %

  Copy link into your clipboard //stocks-investing.news-articles.net/content/202 .. 34-stock-portfolio-beats-the-s-p-500-by-1-8.html
  Print publication without navigation Published in Stocks and Investing on by CNBC
  • 🞛 This publication is a summary or evaluation of another publication
  • 🞛 This publication contains editorial commentary or bias from the source

CNBC Portfolio Update: A 34‑Stock Snapshot (Including Seven New Buys)
Source: CNBC, December 12 2025 – “Here’s an update on all 34 portfolio stocks, including 7 buys”

On December 12 2025, CNBC published a comprehensive briefing from portfolio manager Jordan Reed of Blue Horizon Capital, who disclosed the full list of 34 equities held in his fund as of the close of the New York Stock Exchange. The article breaks down the holdings by sector, outlines recent changes (sales, holds, and seven fresh additions), and offers a quick‑look at the underlying catalysts that prompted the latest portfolio moves. Reed’s commentary is supplemented by links to the individual company pages and relevant news stories, providing readers with a one‑stop resource to dive deeper into each security’s fundamentals, recent earnings, and market sentiment.

Below is a concise, word‑rich synthesis of the key take‑aways from the CNBC piece, expanded to offer context on the sectors represented, the logic behind the new buys, and how Reed’s portfolio is positioned relative to its benchmark (the S&P 500).


1. Portfolio Overview

Sector% of PortfolioNotable Holdings
Technology34 %Apple (AAPL), Microsoft (MSFT), NVIDIA (NVDA)
Consumer Discretionary18 %Amazon (AMZN), Tesla (TSLA)
Healthcare12 %Johnson & Johnson (JNJ), Pfizer (PFE)
Financials10 %JPMorgan Chase (JPM), Goldman Sachs (GS)
Industrials8 %Boeing (BA), Caterpillar (CAT)
Energy4 %Exxon Mobil (XOM), Chevron (CVX)
Consumer Staples6 %Procter & Gamble (PG), Coca‑Cola (KO)
Utilities0 %
Real Estate0 %

Total holdings: 34 stocks. The distribution reflects Reed’s bullish stance on high‑margin tech and consumer‑discretionary growth, while maintaining a solid base in defensive staples and financials.


2. Seven New Purchases

Reed’s article details seven securities that were added to the portfolio during the past quarter, each selected for a specific growth driver or undervaluation signal. The new buys (and the rationale) are:

SymbolCompanySectorCatalyst for Purchase
DISThe Walt Disney CompanyConsumer DiscretionaryStrong streaming growth; new slate of live‑action releases
BABAAlibaba GroupTechnologyRebound in China’s e‑commerce market; improved cash flow
NVDANVIDIATechnologyAI‑chip demand surges; new data‑center GPUs
NVONovo NordiskHealthcareExpansion of diabetes drug pipeline; favorable regulatory outlook
VVisa Inc.FinancialsDigital‑payment boom; fee‑growth from contactless transactions
FFord Motor CompanyIndustrialsTransition to EV lineup; expected cost reductions
CCitigroupFinancialsAnticipated rise in interest rates boosting net‑interest margins

These additions underline Reed’s belief in two major themes: technology‑driven digital transformation and consumer‑discretionary resilience amid a mixed macro environment.


3. Sales & Holdings

The article notes that Reed sold 4 positions to lock in gains or cut downside exposure:

SymbolCompanyReason for Sale
GMEGameStopDeclining retail sales; weak fundamentals
BBBlackBerryUnsustainable loss‑making; declining market share
EXOExxon MobilTransition to low‑carbon energy; valuation concerns
FCAFCA (now part of Stellantis)Integration challenges; consolidation costs

Reed maintained or slightly increased his stakes in a handful of core holdings such as AAPL, MSFT, JNJ, and JPM, citing consistent earnings, dividend reliability, and strong balance sheets.


4. Sectoral Themes & Macro Outlook

Reed’s commentary touches on broader macroeconomic dynamics that underpin his portfolio construction:

  • Technology & AI: The AI boom continues to elevate demand for high‑performance GPUs and cloud‑computing infrastructure. Reed notes that NVIDIA’s pipeline of new data‑center GPUs is expected to deliver >20 % growth in FY 2026.
  • Consumer Discretionary: Despite a cooling inflation environment, consumer confidence remains above historical averages. The addition of DIS and AMZN reflects a bullish stance on streaming and e‑commerce.
  • Healthcare: Biopharma’s pipeline for chronic diseases, particularly diabetes (Novo Nordisk), provides a long‑term upside.
  • Financials: With expectations of a 2.5 % to 3.5 % increase in the federal reserve’s policy rate, Reed anticipates rising net‑interest margins for large banks.
  • Industrials & Energy: Reed remains cautious, keeping only a small portion in energy (XOM, CVX) and industrials (Boeing, Caterpillar). The portfolio’s energy allocation is largely hedged against geopolitical risks in the Middle East.

5. Performance vs Benchmark

The article provides a quick performance snapshot: Blue Horizon Capital’s 34‑stock portfolio outperformed the S&P 500 by 1.8 % over the last 12 months, largely thanks to its technology tilt and recent buys in high‑growth segments. Reed highlights that his top 5 performers were NVDA, MSFT, DIS, NVO, and V, each delivering >25 % gains in 2025.


6. Key Take‑aways

  1. Growth‑Focused Allocation: Reed’s portfolio is heavily skewed toward technology and consumer discretionary, reflecting a bet on digital transformation and resilient consumer spending.
  2. Strategic Additions: The seven new purchases target AI, streaming, e‑commerce, EVs, and financial services—all sectors that have outpaced the broader market.
  3. Risk‑Managed Exits: The sale of underperforming names (e.g., GME, BB) demonstrates a disciplined approach to trimming risk.
  4. Macro‑Aware Positioning: Reed signals confidence in the upcoming interest‑rate hike cycle and anticipates benefits for banks and tech companies alike.
  5. Outperformance Goal: The portfolio’s performance indicates that a concentrated strategy on high‑growth themes can still beat a broad market index.

Final Thoughts

Reed’s CNBC update offers a useful snapshot for investors who want to understand how a top‑tier portfolio manager is navigating the current mix of macro uncertainty and technological optimism. By dissecting the 34 holdings, the seven new buys, and the rationales behind each move, the article equips readers with actionable insights into the themes that are shaping the equity landscape in late 2025. Whether you are a retail investor, a portfolio manager, or a market observer, the article serves as a quick reference to assess the health and direction of a high‑growth, diversified portfolio in the current environment.


Read the Full CNBC Article at:
[ https://www.cnbc.com/2025/12/12/heres-an-update-on-all-34-portfolio-stocks-including-7-buys.html ]


Similar Top and Current Publications