Jeff Macke Portfolio Update, Weekly Strategy Session: July 11th August 31, 2025 Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 11th, 2025. Looking for more detail? Get the full video review, including macro thoughts, position changes and the Levi's trade in the weekly video! You need to have a subscription to access this content in full. Log in or subscribe today to unlock new features and receive Member Benefits. Log in or Subscribe Filed Under: Jeff's Retail Portfolio, $LEVI, $ATZ.T) Share Article