ALTEX holdings — Firsthand Alternative Energy Fund
Firsthand Alternative Energy Fund (ALTEX) held 40 positions with net assets of $16.7M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 72.4% of the fund, led by BE, GLW, FISXX.
ALTEX top holdings
- BE BLOOM ENERGY CORP — 18.13% ($3.03M)
- GLW CORNING INC — 9.88% ($1.65M)
- FISXX FIDELITY COLCHESTER STREET TRUST — 9.13% ($1.52M)
- PWR QUANTA SERVICES INC — 9.06% ($1.51M)
- OKLO OKLO INC — 6.27% ($1.05M)
- ABBNY ABB LTD (CH) — 4.56% ($761K)
- ACLS AXCELIS TECHNOLOGIES INC — 4.54% ($758K)
- ENPH ENPHASE ENERGY INC — 3.83% ($640K)
- WMB WILLIAMS COMPANIES INC (THE) — 3.56% ($595K)
- ON ON SEMICONDUCTOR CORP — 3.40% ($567K)
- GEV GE VERNOVA INC — 2.81% ($470K)
- SEDG SOLAREDGE TECHNOLOGIES INC — 2.80% ($468K)
- VWSYF VESTAS WIND SYSTEMS A/S — 2.51% ($420K)
- BWXT BWX TECHNOLOGIES INC — 2.33% ($389K)
- TTE TOTALENERGIES SE — 2.33% ($389K)
- STM STMICROELECTRONICS NV — 2.24% ($374K)
- MPWR MONOLITHIC POWER SYSTEMS INC — 1.66% ($276K)
- FSLR FIRST SOLAR INC — 1.41% ($236K)
- ASPN ASPEN AEROGELS INC — 1.33% ($222K)
- ORA ORMAT TECHNOLOGIES INC — 1.30% ($218K)
- ETN EATON CORP PLC — 1.28% ($213K)
- ITRI ITRON INC — 1.04% ($173K)
- 6728 ULVAC INC — 1.03% ($172K)
- PHG KONINKLIJKE PHILIPS NV — 0.84% ($140K)
- SPWR SUNPOWER INC — 0.62% ($103K)
What are ALTEX's top 10 holdings?
BE (18.1%), GLW (9.9%), FISXX (9.1%), PWR (9.1%), OKLO (6.3%), ABBNY (4.6%), ACLS (4.5%), ENPH (3.8%), WMB (3.6%), ON (3.4%).
How many stocks are in ALTEX?
Firsthand Alternative Energy Fund reported 40 holdings as of June 30, 2026.