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SNDISilverstein NationalDefense Investments
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PORTFOLIO

Investment focus

Strategic industries, sovereign debt and global markets.

The categories below describe SNDI’s investment remit. They do not indicate holdings or allocations.

How to read this portfolio

Current holdings
Securities recorded as actually owned, with quantities and source dates. Sen: 70 shares, operator record dated 10 October 2026, reviewed 17 October 2026.
Research coverage
Companies or securities studied without ownership. Airbus, Palantir, Lockheed Martin and BAE Systems: no current holdings.
Planned investments
Stated intentions, not completed purchases. SpaceX (SPCX): 0 shares held; purchase intended for January 2027.
Former holdings
Previously owned securities subsequently sold. No former-holding records are published on SNDI; this is not a statement that Taylor Silverstein has never sold an investment.
Quantities, dates and ownership limitations →

Investments

DefenceAerospace & spaceAdvanced technologyCritical infrastructure

Public companies connected to national security, government programmes and strategic capabilities. Selected private investments may be included where they fit this remit.

Companies & ownership status →

Government bonds

UK gilts, US Treasuries and other sovereign debt.

General research · No holdings or specific purchase intentions disclosed

Government securities: holdings and research →

Currencies

Foreign-exchange markets and currency exposure relevant to sovereign economies and international investment.

Research scope · No positions disclosed

Commodities

Energy, precious metals and industrial materials relevant to economic resilience and strategic supply chains.

Research scope · No positions disclosed

Portfolio disclosure

Sen is recorded as an active private investment, with 70 shares listed on Silverstein Ventures. SpaceX (SPCX) is a planned public-company investment: 0 shares held, with a purchase intended for January 2027. Airbus, Palantir, Lockheed Martin and BAE Systems remain watchlist entries.

Government bonds, currencies and commodities describe the investment remit; no positions in these categories have been disclosed on this site.

Read the full ownership record and sources →

SNDI is independently operated by Taylor Silverstein, not a government department or public authority. Operator and regulatory information →