Why I own what I own
I don’t buy tickers. I buy businesses I actually understand and want to be a part of. Here’s the whole portfolio and the reason each one is in there.
Precigen (PGEN) is my biggest position. They’re building gene and cell therapies for hard problems — immuno-oncology and recurrent respiratory papillomatosis. Their AdenoVerse and UltraCAR-T platforms are the kind of precision medicine I want exposure to if the science keeps delivering.
NVIDIA (NVDA) is the picks-and-shovels company of the AI buildout. GPUs, networking, software — almost every serious AI project still runs through them.
Bar Harbor Bankshares (BHB) is a real bank, founded in 1887 in Maine. Local deposits, local lending, wealth management. Not flashy. That’s the point. Steady compounders belong next to the moonshots.
TSMC (TSM) manufactures the advanced chips everyone else designs. Nvidia, Apple, and most of the AI supply chain depend on their fabs.
Recursion (RXRX) uses AI and automated biology to hunt for drugs faster. High risk, high upside, and a real platform if the model works.
Rolls-Royce (RYCEY) makes the engines that move airplanes and the power systems that keep defense and industry running. Civil aerospace recovery plus long-cycle defense work is the thesis.
SpaceX (SPCX) is the launch and satellite company. Reusable rockets, Starlink, and the long bet on Starship. Private-market exposure to the business that already dominates orbital launch.
Alphabet (GOOGL) owns search, YouTube, Android, and a serious cloud and AI stack. The cash machine funds the next bets.
Apple (AAPL) is the device and services ecosystem people actually pay for every year. Hardware, software, and a balance sheet that lets them keep buying back stock.
CRISPR Therapeutics (CRSP) is gene editing. They already have an approved therapy and a pipeline aimed at blood disorders and beyond. Owning the toolmakers of genetic medicine matters to me.
Eaton (ETN) sells the electrical gear, power management, and grid equipment that data centers and factories actually plug into. AI needs chips. Chips need power. Eaton sits on that side of the trade.
Constellation Energy (CEG) runs the largest nuclear fleet in the U.S. If the grid needs always-on clean power for data centers and electrification, nuclear is the asset I want.
Starbucks (SBUX) is a global habit. Coffee, loyalty, stores in almost every country that matters. Simple business, strong brand, still expanding.
Eli Lilly (LLY) is the leader in diabetes and obesity medicines, with a deep pipeline behind the GLP-1 franchise. I also still hold the contingent value right from their AtaiBeckley deal.
Thai Airways (TAWNF) is the flag carrier of Thailand — passengers, cargo, and the tourism rebound that comes with it. Small position, long recovery story.
Tenaya Therapeutics (TNYA) is trying to treat the root causes of heart disease with gene therapy (hypertrophic cardiomyopathy and arrhythmogenic cardiomyopathy). Early-stage, but the medical need is huge.
AtaiBeckley CVR isn’t a normal stock anymore. Lilly bought the company; this contingent value right pays only if specific clinical and regulatory milestones hit. It’s a free option on science I already believed in.
Invesco QQQ is the Nasdaq-100 in one fund — broad exposure to the same tech and growth theme without having to pick every winner.
Together this is AI infrastructure, nuclear power, a 130-year-old bank, space, gene and cell therapy, and a few small speculative bets. Not advice. Just what I own and why.
Thai Airways, Tenaya, Recursion, and the CVR are the speculative lines. The CVR can expire worthless if milestones are missed. Worth keeping the “not advice” line so it doesn’t read like a recommendation.
