VALICENTI ADVISORY SERVICES INC

**VALICENTI ADVISORY SERVICES INC** manages $478M across a portfolio of 80 positions, demonstrating a clear focus on large-cap growth and technology leaders. Top holdings are heavily weighted toward mega-cap tech names, notably SCHX ($35.8M), AAPL ($30.0M), and AMZN ($26.9M). The fund maintains significant exposure to semiconductor and enterprise software, evidenced by substantial allocations to MSFT ($25.9M), GOOGL ($24.8M), and AVGO ($16.0M). This concentration suggests a conviction in secular growth trends within the technology and financial sectors.

📌 Top Holdings