ABBVIE INC.

ASML Holding NV

Innovative Industrial Properties, Inc. Common stock

Johnson & Johnson

Lockheed Martin Corp.

Lam Research Corp

Marvell Technology, Inc. Common Stock

Nvidia Corp

Rockwell Automation, Inc.

RTX Corporation

DRIP portfolio: +7.92%
SPY:  +8.23%

**Top buckets:**
Semiconductors: +19.99%
Technology: +11.98%
Industrials: +11.20%

**Bottom buckets:**
Healthcare: +1.19%
Space&Defense: +0.89%

**Top 5 winners across the portfolio:**
$MRVL +29.88%
$ASML +28.86%
$LRCX  +27.64%
$ROK +27.13%
$NVDA +25.95%

**Top 5 losers across the portfolio:**
$IIPR -13.6%
$ABBV -8.07%
$RTX -3.41%
$JNJ -3.23%
$LMT -2.49%

July DRIP Summary

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Alberto Sigismondi