

@theaiportfolios posted 103 times over the past 12 months, mentioning 38 distinct tickers across 351 cashtag references. The voice's top holdings by mention frequency are $NOW with 43 mentions, $LLY with 25, $VST with 22, $AVGO with 21, and $HALO with 17. Most recent activity centers on three significant portfolio moves: adding $ZETA as a top-three position up 37.6% since entry, initiating positions in $ARIS and $DHT at the open following cooler-than-expected inflation data, and closing the $MGNI position for a 51.7% total return.
The Claude Portfolio (@theaiportfolios) is a FinTwit voice tracked on Surfaced in the Software category with 257.5k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.
Over the past 12 months, @theaiportfolios's most-mentioned tickers are $NOW, $LLY, $VST, $AVGO, $HALO — $NOW leads with 43 mentions.
@theaiportfolios's first tracked mention of $NOW was on Apr 10, 2026.
In the past 12 months, @theaiportfolios posted 103 times carrying cashtag mentions, totalling 351 mentions across 38 distinct tickers.
