Allred Capital Management, LLC

Name: Allred Capital Management, LLC 13F holdings, Q2 2025
Creator: Allred Capital Management, LLC
Published: 2025-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Allred Capital Management, LLC reported 155 stock positions worth $267.4 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 11.7% of the portfolio, followed by Microsoft (MSFT, 7.9%) and Vanguard Dividend Apprec ETF (VIG, 4.7%). Compared with Q1 2025, it opened 6 new positions, sold out of 11, added to 60 and reduced 70. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +30%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F: Q2 2026
Location: Dallas, TX
CIK: 0001765885
Portfolio Value: $267.4M (Q2 2025)
SEC Filing: 0001172661-25-003443 ↗ filed Aug 14, 2025

Holdings Value

Holdings 155 stocks · $267.4M


SHV iShares 0-1 Year Treasury Bo	11.70%	283,342	$31.3M	Add +30.3%
MSFT Microsoft Corp.	7.95%	42,737	$21.3M	Reduce -5.1%
VIG Vanguard Dividend Apprec ETF	4.66%	60,930	$12.5M	Add +2.5%
NOBL Proshares S&P 500 Dividend A	2.79%	74,107	$7.5M	Add +5.4%
SYK Stryker Corp.	2.66%	17,957	$7.1M	Reduce -1.8%
NVDA Nvidia Corp.	2.54%	43,044	$6.8M	Reduce -2.6%
XLV SS Health Care Select Sector	2.54%	50,449	$6.8M	Add +5.6%
AAPL Apple Inc.	2.43%	31,646	$6.5M	Reduce -4.7%
USMV iShares MSCI USA Min Vol Fac	2.38%	67,731	$6.4M	Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B	1.94%	10,697	$5.2M	Add +0.0%
JEPI JPMorgan Equity Premium Inco	1.71%	80,670	$4.6M	Add +7.1%
JNJ Johnson & Johnson	1.67%	29,155	$4.5M	Reduce -2.9%
XLI SS Industrial Select Sector	1.66%	30,149	$4.4M	Add +3.0%
WMT Walmart Inc.	1.66%	45,301	$4.4M	Add +1.1%
GOOGL Alphabet Inc. Class A	1.36%	20,624	$3.6M	Add +1.6%
JPM JPMorgan Chase & Co.	1.32%	12,155	$3.5M	Reduce -2.1%
XLE SS Energy Select Sector	1.31%	41,220	$3.5M	Reduce -8.6%
COST Costco Wholesale Corp.	1.28%	3,468	$3.4M	Reduce -1.2%
AMZN Amazon.com Inc.	1.21%	14,783	$3.2M	Reduce -2.7%
XLP SS Consumer Staples Sel Sect	1.15%	37,988	$3.1M	Add +11.0%
XOM Exxon Mobil Corp.	1.12%	27,825	$3.0M	Reduce -1.1%
DIVO Amplify CWP Enhan Divid ETF	1.09%	68,214	$2.9M	Add +29.3%
META Meta Platforms Inc. Class A	1.08%	3,913	$2.9M	Add +2.3%
ORCL Oracle Corp.	1.08%	13,150	$2.9M	Reduce -3.4%
KO The Coca-Cola Co.	0.98%	37,009	$2.6M	Reduce -3.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.96%	4,164	$2.6M	No change
HD Home Depot Inc.	0.86%	6,300	$2.3M	Reduce -0.1%
TYL Tyler Technologies Inc.	0.86%	3,860	$2.3M	Reduce -1.9%
EMR Emerson Electric Co.	0.84%	16,863	$2.2M	Add +0.3%
ALL Allstate Corp.	0.80%	10,685	$2.2M	Add +0.7%
AVGO Broadcom Inc.	0.78%	7,601	$2.1M	Reduce -11.5%
MMM 3M Co.	0.77%	13,543	$2.1M	Add +0.2%
RTX RTX Corp.	0.77%	14,079	$2.1M	Reduce -0.3%
PG The Procter & Gamble Co.	0.75%	12,517	$2.0M	Reduce -3.3%
UNP Union Pacific Corp.	0.69%	8,057	$1.9M	Reduce -4.1%
V Visa Inc. Class A	0.68%	5,132	$1.8M	Add +2.6%
CVX Chevron Corp.	0.67%	12,582	$1.8M	Reduce -3.5%
MRK Merck & Co. Inc.	0.63%	21,400	$1.7M	Reduce -1.9%
GEV GE Vernova Inc.	0.63%	3,172	$1.7M	Add +131.5%
WHG Westwood Holdings Group Inc.	0.61%	103,873	$1.6M	No change
ADP Automatic Data Processing	0.60%	5,187	$1.6M	Reduce -1.2%
GDX Vaneck Gold Miners ETF	0.57%	29,533	$1.5M	Reduce -18.4%
QUS SS SPDR MSCI U Stratfact ETF	0.56%	9,202	$1.5M	Add +12.9%
PEP Pepsico Inc.	0.56%	11,355	$1.5M	Add +0.6%
GE General Electric filed as GE AEROSPACE	0.52%	5,434	$1.4M	Add +0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.52%	11,172	$1.4M	Add +0.0%
ABBV Abbvie Inc.	0.51%	7,291	$1.4M	Reduce -7.0%
LOW Lowe's Cos Inc.	0.48%	5,824	$1.3M	Reduce -0.0%
MDY State Street SPDR S&P Midcap	0.48%	2,263	$1.3M	No change
CRM Salesforce Inc.	0.47%	4,622	$1.3M	Reduce -1.3%
KTOS Kratos Defense & Security	0.47%	27,000	$1.3M	Reduce -28.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.45%	9,818	$1.2M	Add +2.8%
CME Cme Group Inc.	0.45%	4,396	$1.2M	Reduce -4.2%
TDG Transdigm Group Inc.	0.44%	776	$1.2M	Reduce -0.6%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.44%	14,376	$1.2M	Add +0.1%
VOO Vanguard S&P 500 ETF	0.42%	1,970	$1.1M	Add +7.4%
PM Philip Morris International	0.41%	6,035	$1.1M	Reduce -2.0%
VZ Verizon Communications Inc.	0.41%	25,217	$1.1M	Add +0.3%
AMD Advanced Micro Devices	0.39%	7,292	$1.0M	Add +3.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.38%	3,208	$1.0M	Reduce -5.0%
DUK Duke Energy Corp.	0.38%	8,532	$1.0M	Reduce -3.5%
CL Colgate-Palmolive Co.	0.37%	10,844	$986K	No change
SPGI S&P Global Inc.	0.37%	1,858	$980K	Add +3.5%
CSCO Cisco Systems Inc.	0.37%	14,115	$979K	Add +0.2%
HON Honeywell International Inc.	0.36%	4,127	$961K	Add +0.2%
FISV Fiserv Inc.	0.36%	5,549	$957K	Add +3.2%
TSLA Tesla Inc.	0.36%	2,991	$950K	Add +5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.35%	3,159	$931K	Add +0.4%
SHY iShares 1-3 Year Treasury Bo	0.35%	11,231	$931K	Reduce -2.6%
CMG Chipotle Mexican Grill Inc.	0.34%	16,239	$912K	Add +2.7%
UNH Unitedhealth Group Inc.	0.33%	2,865	$894K	Reduce -2.1%
AMGN Amgen Inc.	0.31%	3,014	$842K	Reduce -3.4%
CARR Carrier Global Corp.	0.31%	11,248	$823K	Reduce -0.0%
IWF iShares Russell 1000 Growth	0.31%	1,932	$820K	No change
MRSH Marsh & McLennan Cos	0.31%	3,741	$818K	Reduce -5.2%
ABT Abbott Laboratories	0.30%	5,809	$790K	Add +0.5%
GPC Genuine Parts Co.	0.29%	6,479	$786K	Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui	0.29%	4,425	$782K	No change
LLY Eli Lilly & Co.	0.29%	1,000	$780K	Reduce -4.8%
FANG Diamondback Energy Inc.	0.29%	5,624	$773K	Add +61.4%
SPLV Invesco S&P 500 Low Volatili	0.29%	10,591	$770K	Add +9.1%
GOOG Alphabet Inc. Class C	0.27%	4,089	$726K	Reduce -0.1%
RF Regions Financial Corp.	0.27%	30,757	$723K	No change
SO The Southern Co.	0.27%	7,861	$722K	Reduce -7.4%
PLTR Palantir Technologies Inc. Class A	0.25%	4,998	$681K	Reduce -4.4%
DXCM Dexcom Inc.	0.25%	7,773	$679K	Add +3.5%
COR Cencora Inc.	0.25%	2,252	$675K	Add +0.0%
NOW ServiceNow Inc.	0.24%	632	$650K	Reduce -1.7%
CLF Cleveland-Cliffs Inc.	0.24%	85,000	$646K	Add +3.7%
IQV Iqvia Holdings Inc.	0.24%	4,030	$635K	Add +1.0%
BA The Boeing Co.	0.24%	3,010	$631K	Reduce -1.0%
RPM RPM International Inc.	0.23%	5,517	$606K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.22%	1,338	$586K	Add +4.7%
OTIS Otis Worldwide Corp.	0.22%	5,911	$585K	No change
INTC Intel Corp.	0.21%	25,239	$565K	Reduce -0.4%
MCD McDonald's Corp.	0.20%	1,846	$539K	Reduce -5.8%
ATO Atmos Energy Corp.	0.19%	3,330	$513K	Reduce -7.1%
AFL Aflac Inc.	0.19%	4,852	$512K	Add +0.3%
AXP American Express Co.	0.19%	1,591	$508K	Reduce -11.1%
AMLP Alerian MLP ETF	0.19%	10,299	$503K	Add +24.8%
LRCX Lam Research Corp.	0.18%	4,992	$486K	Reduce -9.1%
NDAQ Nasdaq Inc.	0.18%	5,243	$469K	Reduce -7.9%
DOV Dover Corp.	0.17%	2,547	$467K	Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.17%	9,640	$456K	Reduce -4.1%
PGR Progressive Corp.	0.17%	1,708	$456K	Reduce -15.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.16%	1,572	$440K	Add +4.0%
MPC Marathon Petroleum Corp.	0.16%	2,623	$436K	Reduce -2.0%
CDNS Cadence Design SYS Inc.	0.16%	1,412	$435K	Add +3.6%
LNN Lindsay Corp.	0.16%	3,002	$433K	Add +0.1%
UPS United Parcel Service Class B	0.16%	4,138	$418K	Reduce -5.9%
EW Edwards Lifesciences Corp.	0.15%	5,294	$414K	Add +3.2%
PFE Pfizer Inc.	0.15%	17,079	$414K	Reduce -1.2%
GLD SPDR Gold Shares	0.15%	1,348	$411K	Reduce -8.2%
CTVA Corteva Inc.	0.15%	5,458	$407K	Add +0.1%
WDFC WD-40 Co.	0.15%	1,753	$400K	No change
MSI Motorola Solutions Inc.	0.14%	921	$387K	No change
CRWD CrowdStrike Holdings Inc. Class A	0.14%	738	$376K	No change
HTH Hilltop Holdings Inc.	0.14%	12,160	$369K	Reduce -2.8%
APH Amphenol Corp. Class A	0.14%	3,729	$368K	Add +4.7%
NUE Nucor Corp.	0.14%	2,802	$363K	Reduce -9.6%
LMT Lockheed Martin Corp.	0.13%	772	$358K	Reduce -9.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.13%	1,214	$347K	Reduce -25.9%
STZ Constellation Brands Inc. Class A	0.13%	2,127	$346K	Add +0.1%
BMY Bristol-Myers Squibb Co.	0.13%	7,348	$340K	Reduce -7.1%
ED Consolidated Edison Inc.	0.12%	3,313	$333K	Reduce -0.0%
MDLZ Mondelez International Inc. Class A	0.12%	4,846	$327K	Reduce -6.3%
APD Air Products & Chemicals Inc.	0.12%	1,140	$322K	Reduce -11.6%
QQQ Invesco QQQ Trust Series 1	0.11%	554	$306K	Add +0.9%
DE Deere & Co.	0.11%	596	$303K	Add +0.2%
RJF Raymond James Financial Inc.	0.11%	1,962	$301K	Add +1.4%
ICE Intercontinental Exchange Inc.	0.11%	1,622	$298K	Reduce -17.2%
IWM iShares Russell 2000 ETF	0.11%	1,314	$284K	No change
IWB iShares Russell 1000 ETF	0.11%	835	$284K	No change
SOLV Solventum Corp.	0.10%	3,656	$277K	No change
GEHC GE Healthcare Technology	0.10%	3,691	$273K	Reduce -25.9%
XLF SS Financial Select Sector	0.10%	5,160	$270K	Add +0.2%
SNPS Synopsys Inc.	0.10%	516	$265K	Add +4.7%
IVW iShares S&P 500 Growth ETF	0.10%	2,397	$264K	Reduce -10.2%
SFNC Simmons First Natl Corp. Class A	0.10%	13,770	$261K	No change
DD Dupont DE Nemours Inc.	0.10%	3,717	$255K	Add +0.2%
SNOW Snowflake Inc.	0.09%	1,126	$252K	New
XLK SS Technology Select Sector	0.09%	997	$252K	No change
DELL Dell Technologies -C	0.09%	2,047	$251K	New
BR Broadridge Financial Solutio	0.09%	1,012	$246K	Reduce -0.1%
GD General Dynamics Corp.	0.09%	836	$244K	No change
SLYV SS SPDR S&P 600 SC Val ETF	0.09%	3,030	$242K	No change
ITOT iShares Core S&P Total U.S.	0.09%	1,787	$241K	Add +4.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.09%	849	$241K	Reduce -32.0%
PAYX Paychex Inc.	0.08%	1,545	$225K	Reduce -4.9%
ADI Analog Devices Inc.	0.08%	910	$217K	New
DVY iShares Select Dividend ETF	0.08%	1,633	$216K	Reduce -25.7%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.08%	3,650	$210K	New
KLAC KLA Corp.	0.08%	231	$208K	New
CSX CSX Corp.	0.08%	6,285	$205K	Reduce -13.9%
ASPIRE BIOPHARMA HLDGS INC	0.00%	11,185	$3K	New

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -4.7%	2.43%	−0.52
RSPT Invesco S&P 500 Equal Weight	Sold out	0.00%	−0.45
XLE SS Energy Select Sector	Reduce -8.6%	1.31%	−0.38
SPDN Dir DLY SP 500 BR 1X ETF-Usi	Sold out	0.00%	−0.36
JNJ Johnson & Johnson	Reduce -2.9%	1.67%	−0.32
LHX L3HARRIS Technologies Inc.	Sold out	0.00%	−0.28
UNH Unitedhealth Group Inc.	Reduce -2.1%	0.33%	−0.28
XOM Exxon Mobil Corp.	Reduce -1.1%	1.12%	−0.22
RSPH Invesco S&P 500 Equal Weight	Sold out	0.00%	−0.21
CVX Chevron Corp.	Reduce -3.5%	0.67%	−0.20
ABBV Abbvie Inc.	Reduce -7.0%	0.51%	−0.15
MRK Merck & Co. Inc.	Reduce -1.9%	0.63%	−0.15
HELO JPMorgan Hedged Equity ETF	Sold out	0.00%	−0.14
PG The Procter & Gamble Co.	Reduce -3.3%	0.75%	−0.14
KO The Coca-Cola Co.	Reduce -3.1%	0.98%	−0.11
OKE Oneok Inc.	Sold out	0.00%	−0.11
UNP Union Pacific Corp.	Reduce -4.1%	0.69%	−0.10
EMN Eastman Chemical Co.	Sold out	0.00%	−0.09
KVUE Kenvue Inc.	Sold out	0.00%	−0.09
GDX Vaneck Gold Miners ETF	Reduce -18.4%	0.57%	−0.09
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.09
AJG Arthur J Gallagher & Co.	Reduce -5.0%	0.38%	−0.08
TMO Thermo Fisher Scientific Inc.	Sold out	0.00%	−0.08
MRSH Marsh & McLennan Cos	Reduce -5.2%	0.31%	−0.08
AMGN Amgen Inc.	Reduce -3.4%	0.31%	−0.07
BMY Bristol-Myers Squibb Co.	Reduce -7.1%	0.13%	−0.07
SYK Stryker Corp.	Reduce -1.8%	2.66%	−0.06
HD Home Depot Inc.	Reduce -0.1%	0.86%	−0.06
LOW Lowe's Cos Inc.	Reduce -0.0%	0.48%	−0.06
GEHC GE Healthcare Technology	Reduce -25.9%	0.10%	−0.06
PGR Progressive Corp.	Reduce -15.6%	0.17%	−0.06
TYL Tyler Technologies Inc.	Reduce -1.9%	0.86%	−0.06
LLY Eli Lilly & Co.	Reduce -4.8%	0.29%	−0.06
DUK Duke Energy Corp.	Reduce -3.5%	0.38%	−0.05
ADP Automatic Data Processing	Reduce -1.2%	0.60%	−0.04
MCD McDonald's Corp.	Reduce -5.8%	0.20%	−0.04
COST Costco Wholesale Corp.	Reduce -1.2%	1.28%	−0.04
SO The Southern Co.	Reduce -7.4%	0.27%	−0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -25.9%	0.13%	−0.04
UPS United Parcel Service Class B	Reduce -5.9%	0.16%	−0.04
DVY iShares Select Dividend ETF	Reduce -25.7%	0.08%	−0.04
CME Cme Group Inc.	Reduce -4.2%	0.45%	−0.03
SHY iShares 1-3 Year Treasury Bo	Reduce -2.6%	0.35%	−0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd	Reduce -32.0%	0.09%	−0.03
APD Air Products & Chemicals Inc.	Reduce -11.6%	0.12%	−0.03
CRM Salesforce Inc.	Reduce -1.3%	0.47%	−0.03
ATO Atmos Energy Corp.	Reduce -7.1%	0.19%	−0.03
ICE Intercontinental Exchange Inc.	Reduce -17.2%	0.11%	−0.02
ED Consolidated Edison Inc.	Reduce -0.0%	0.12%	−0.02
PFE Pfizer Inc.	Reduce -1.2%	0.15%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


SHV iShares 0-1 Year Treasury Bo	Add +30.3%	11.70%	+2.10
GEV GE Vernova Inc.	Add +131.5%	0.63%	+0.46
DIVO Amplify CWP Enhan Divid ETF	Add +29.3%	1.09%	+0.23
META Meta Platforms Inc. Class A	Add +2.3%	1.08%	+0.20
XLI SS Industrial Select Sector	Add +3.0%	1.66%	+0.13
GOOGL Alphabet Inc. Class A	Add +1.6%	1.36%	+0.10
EMR Emerson Electric Co.	Add +0.3%	0.84%	+0.10
AMD Advanced Micro Devices	Add +3.3%	0.39%	+0.10
SNOW Snowflake Inc.	New	0.09%	+0.09
DELL Dell Technologies -C	New	0.09%	+0.09
GE General Electric	Add +0.0%	0.52%	+0.09
WMT Walmart Inc.	Add +1.1%	1.66%	+0.09
ADI Analog Devices Inc.	New	0.08%	+0.08
P Everpure Inc. Class A	New	0.08%	+0.08
DIS The Walt Disney Co.	Add +0.0%	0.52%	+0.08
KLAC KLA Corp.	New	0.08%	+0.08
FANG Diamondback Energy Inc.	Add +61.4%	0.29%	+0.07
TSLA Tesla Inc.	Add +5.2%	0.36%	+0.06
VIG Vanguard Dividend Apprec ETF	Add +2.5%	4.66%	+0.05
QUS SS SPDR MSCI U Stratfact ETF	Add +12.9%	0.56%	+0.05
DXCM Dexcom Inc.	Add +3.5%	0.25%	+0.05
APH Amphenol Corp. Class A	Add +4.7%	0.14%	+0.04
VOO Vanguard S&P 500 ETF	Add +7.4%	0.42%	+0.04
IBM Intl Business Machines Corp.	Add +0.4%	0.35%	+0.04
XLP SS Consumer Staples Sel Sect	Add +11.0%	1.15%	+0.03
VUG Vanguard Mrngstar GR ETF-Sui	Add +4.7%	0.22%	+0.03
CDNS Cadence Design SYS Inc.	Add +3.6%	0.16%	+0.02
CMG Chipotle Mexican Grill Inc.	Add +2.7%	0.34%	+0.02
CSCO Cisco Systems Inc.	Add +0.2%	0.37%	+0.02
AMLP Alerian MLP ETF	Add +24.8%	0.19%	+0.02
CTVA Corteva Inc.	Add +0.1%	0.15%	+0.01
SNPS Synopsys Inc.	Add +4.7%	0.10%	+0.01
QQQ Invesco QQQ Trust Series 1	Add +0.9%	0.11%	+0.01
HON Honeywell International Inc.	Add +0.2%	0.36%	+0.01
LNN Lindsay Corp.	Add +0.1%	0.16%	+0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +4.0%	0.16%	+0.01
ITOT iShares Core S&P Total U.S.	Add +4.1%	0.09%	+0.01
EW Edwards Lifesciences Corp.	Add +3.2%	0.15%	+0.01
RJF Raymond James Financial Inc.	Add +1.4%	0.11%	+0.01
COR Cencora Inc.	Add +0.0%	0.25%	+0.00
DE Deere & Co.	Add +0.2%	0.11%	+0.00
SPGI S&P Global Inc.	Add +3.5%	0.37%	+0.00
ASPIRE BIOPHARMA HLDGS INC	New	0.00%	+0.00
SPLV Invesco S&P 500 Low Volatili	Add +9.1%	0.29%	−0.00
XLF SS Financial Select Sector	Add +0.2%	0.10%	−0.00
DOV Dover Corp.	Add +0.1%	0.17%	−0.00
JEPI JPMorgan Equity Premium Inco	Add +7.1%	1.71%	−0.01
ABT Abbott Laboratories	Add +0.5%	0.30%	−0.01
TJX TJX Companies Inc.	Add +2.8%	0.45%	−0.01
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +0.1%	0.44%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	162	$304.5M	SHV, VIG, MSFT, XLV, AAPL
Q1 2026	155	$274.6M	SHV, MSFT, VIG, XLV, AAPL
Q4 2025	155	$276.5M	SHV, MSFT, VIG, AAPL, XLV
Q3 2025	168	$287.2M	SHV, MSFT, VIG, NVDA, AAPL
Q2 2025	155	$267.4M	SHV, MSFT, VIG, NOBL, SYK
Q1 2025	160	$250.2M	SHV, MSFT, VIG, AAPL, NOBL
Q4 2024	174	$258.4M	SHV, MSFT, VIG, AAPL, NOBL
Q3 2024	161	$254.2M	SHV, MSFT, VIG, AAPL, NOBL
Q2 2024	171	$260.9M	SHV, MSFT, VIG, AAPL, XLV
Q1 2024	170	$256.1M	SHV, MSFT, VIG, SYK, XLV