ARS Investment Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), ARS Investment Partners, LLC reported 175 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Alphabet Class A (GOOGL, 4.9%) and Amazon.com (AMZN, 4.0%). Compared with Q3 2024, it opened 21 new positions, sold out of 16, added to 58 and reduced 65. The biggest buy was a new position in Boeing (BA) and the biggest sale an exit from GE Healthcare Technology (GEHC).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000733020
Portfolio Value
$1.1B (Q4 2024)
SEC Filing
0001172661-25-000230 ↗ filed Jan 16, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.3B Q2 2026

Holdings 175 stocks · $1.1B
AAPL Apple Inc. 8.54% 378,612 $94.8M Add +3.2%
GOOGL Alphabet Inc. Class A 4.92% 288,728 $54.7M Reduce -6.8%
AMZN Amazon.com Inc. 3.99% 201,970 $44.3M Add +1.6%
NVDA Nvidia Corp. 3.83% 316,358 $42.5M Add +2.9%
AVGO Broadcom Inc. 3.52% 168,703 $39.1M Reduce -10.6%
BHVN Biohaven Ltd. 3.50% 1,040,712 $38.9M Add +1.0%
ASND Ascendis Pharma A/S 3.29% 265,480 $36.5M Add +0.9%
LRCX Lam Research Corp. 3.19% 490,881 $35.5M Add +0.9%
GEV GE Vernova Inc. 3.07% 103,665 $34.1M Reduce -11.5%
CRH CRH PLC 3.05% 366,364 $33.9M Add +2.2%
MU Micron Technology Inc. 2.96% 390,103 $32.8M Add +1.9%
FCX Freeport-McMoran Inc. 2.91% 847,770 $32.3M Add +0.6%
KTOS Kratos Defense & Security 2.54% 1,067,829 $28.2M Reduce -15.3%
RTX RTX Corp. 2.42% 232,097 $26.9M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.28% 43,109 $25.3M Reduce -0.7%
XOM Exxon Mobil Corp. 2.22% 228,726 $24.6M Reduce -0.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.15% 84,182 $23.9M Add +1.2%
GM General Motors Co. 2.12% 441,440 $23.5M Add +30.0%
CRM Salesforce Inc. 1.98% 65,624 $21.9M Add +1.6%
VRT Vertiv Holdings Co. Class A 1.66% 162,412 $18.5M Reduce -0.1%
BX Blackstone Inc. 1.56% 100,421 $17.3M Add +4.8%
MPC Marathon Petroleum Corp. 1.52% 121,005 $16.9M Reduce -1.2%
BA The Boeing Co. 1.47% 91,957 $16.3M New
X United States Steel Corp. 1.40% 456,319 $15.5M New
MLM Martin Marietta Materials 1.39% 29,808 $15.4M Reduce -0.3%
MP MP Materials Corp. 1.35% 961,373 $15.0M Reduce -20.4%
LHX L3HARRIS Technologies Inc. 1.34% 70,774 $14.9M Add +0.2%
CMC Commercial Metals Co. 1.30% 291,482 $14.5M Add +0.3%
ETN Eaton Corp. PLC 1.19% 39,661 $13.2M Add +0.6%
MRK Merck & Co. Inc. 1.10% 122,933 $12.2M Add +0.9%
DY Dycom Industries Inc. 1.08% 68,570 $11.9M New
TRGP Targa Resources Corp. 0.98% 61,163 $10.9M Reduce -5.9%
CVX Chevron Corp. 0.97% 74,318 $10.8M Add +3.4%
BLK BlackRock Inc. 0.93% 10,097 $10.4M Add +5.7%
NOC Northrop Grumman Corp. 0.92% 21,667 $10.2M Add +3.3%
XLK SS Technology Select Sector 0.83% 39,533 $9.2M Reduce -5.7%
GLNG Golar LNG Ltd. 0.82% 213,876 $9.1M Add +1158.1%
STLD Steel Dynamics Inc. 0.72% 70,107 $8.0M Reduce -0.4%
CMCSA Comcast Corp. Class A 0.65% 191,691 $7.2M Add +41.0%
JNJ Johnson & Johnson 0.64% 49,105 $7.1M Reduce -6.0%
STX Seagate Technology Holdings 0.58% 74,675 $6.4M New
GOOG Alphabet Inc. Class C 0.55% 32,005 $6.1M Reduce -36.8%
HPE Hewlett Packard Enterprise 0.53% 274,683 $5.9M Add +3.2%
ABBV Abbvie Inc. 0.46% 29,006 $5.2M Reduce -2.9%
XME SS SPDR S&P Metals Mining 0.44% 85,160 $4.8M Reduce -1.1%
REGN Regeneron Pharmaceuticals 0.42% 6,480 $4.6M Reduce -46.1%
ADI Analog Devices Inc. 0.37% 19,551 $4.2M Add +1.3%
CLF Cleveland-Cliffs Inc. 0.37% 431,633 $4.1M Reduce -71.4%
SMH Vaneck Semiconductor ETF 0.36% 16,665 $4.0M Reduce -2.3%
EPD Enterprise Products Partners 0.32% 112,804 $3.5M No change
CCI Crown Castle Inc. 0.31% 37,833 $3.4M Reduce -5.4%
AMAT Applied Materials Inc. 0.28% 19,243 $3.1M Reduce -1.4%
POWR iShares US Power Infrastruct 0.27% 132,824 $3.0M Reduce -9.6%
ITA iShares U.S. Aerospace & Def 0.24% 18,624 $2.7M Reduce -0.1%
OLN Olin Corp. 0.23% 77,133 $2.6M Reduce -54.3%
PEP Pepsico Inc. 0.23% 16,856 $2.6M Reduce -0.1%
XOP SS SPDR S&P Og Exp & Prod 0.22% 18,677 $2.5M Add +0.1%
MIND Mind Technology Inc. 0.22% 302,054 $2.4M Reduce -16.9%
XEL Xcel Energy Inc. 0.21% 34,756 $2.3M Reduce -0.5%
IVV iShares Core S&P 500 ETF 0.20% 3,848 $2.3M Reduce -0.7%
CDNA Caredx Inc. 0.20% 101,968 $2.2M Add +6.3%
XLV SS Health Care Select Sector 0.19% 15,481 $2.1M Add +3.9%
GD General Dynamics Corp. 0.18% 7,502 $2.0M Reduce -1.1%
XLF SS Financial Select Sector 0.18% 40,791 $2.0M Reduce -2.9%
XLY SS Consumer Disc Select Sect 0.17% 8,410 $1.9M Reduce -7.2%
PAVE Global X US Infrastructure 0.17% 46,131 $1.9M Reduce -2.6%
TSLA Tesla Inc. 0.16% 4,394 $1.8M Add +118.2%
NET Cloudflare Inc. Class A 0.16% 16,376 $1.8M No change
CL Colgate-Palmolive Co. 0.15% 18,331 $1.7M Reduce -2.1%
CNI Canadian Natl Railway Co. 0.15% 16,415 $1.7M No change
AQN Algonquin Power & Utilities 0.14% 343,619 $1.5M Add +10.9%
META Meta Platforms Inc. Class A 0.13% 2,505 $1.5M Add +5.7%
DELL Dell Technologies -C 0.13% 12,545 $1.4M Add +19.5%
TMO Thermo Fisher Scientific Inc. 0.13% 2,777 $1.4M No change
MDY State Street SPDR S&P Midcap 0.13% 2,535 $1.4M Add +1.2%
XLI SS Industrial Select Sector 0.13% 10,818 $1.4M Reduce -1.3%
PWR Quanta Services Inc. 0.13% 4,414 $1.4M Reduce -8.3%
SPSM SS SPDR P S&P 600 Small Cap 0.12% 30,068 $1.4M Add +3.9%
TMUS T-Mobile US Inc. 0.12% 5,880 $1.3M No change
GLD SPDR Gold Shares 0.11% 5,234 $1.3M Add +10.6%
BMY Bristol-Myers Squibb Co. 0.11% 21,685 $1.2M Add +2.4%
AMBP Ardagh Metal Packaging SA 0.11% 396,828 $1.2M Reduce -50.7%
DBA Invesco DB Agriculture Fund 0.11% 44,336 $1.2M Add +0.5%
DVN Devon Energy Corp. 0.10% 34,544 $1.1M Reduce -37.5%
DVY iShares Select Dividend ETF 0.10% 8,511 $1.1M No change
AEP American Electric Power 0.10% 11,568 $1.1M Add +6.4%
TPCS Techprecision Corp. 0.09% 284,321 $1.0M Reduce -0.7%
XLC SS Comm Select Sector SPDR 0.09% 10,667 $1.0M Reduce -14.6%
MDLZ Mondelez International Inc. Class A 0.09% 17,114 $1.0M No change
XLP SS Consumer Staples Sel Sect 0.09% 12,234 $962K Add +3.1%
NUE Nucor Corp. 0.08% 8,073 $942K No change
PESI Perma-Fix Environmental SVCS 0.08% 83,239 $921K Reduce -39.7%
XLE SS Energy Select Sector 0.08% 10,314 $884K Add +24.8%
V Visa Inc. Class A 0.08% 2,696 $852K Add +17.4%
HRMY Harmony Biosciences Holdings 0.08% 24,440 $841K New
UNP Union Pacific Corp. 0.08% 3,681 $839K Add +2.0%
IBIT iShares Bitcoin Trust ETF 0.07% 15,200 $806K New
ACWX iShares MSCI Acwi Ex US ETF 0.07% 15,398 $803K Add +138.3%
OXY Occidental Petroleum Corp. 0.06% 14,412 $712K Reduce -56.4%
DGRO iShares Core Dividend Growth 0.06% 11,500 $705K Reduce -0.5%
RELL Richardson Elec Ltd. 0.06% 45,591 $640K Reduce -4.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,821 $620K No change
VXF Vanguard Extended Market ETF 0.05% 2,975 $565K No change
AMD Advanced Micro Devices 0.05% 4,666 $564K No change
SKT Tanger Inc. 0.05% 16,262 $555K New
IJH iShares Core S&P Midcap ETF 0.05% 8,863 $552K No change
ENVX Enovix Corp. 0.05% 50,000 $544K Add +14.9%
CCOI Cogent Communications Holdin 0.05% 7,000 $539K Reduce -24.3%
NXH Neighborhood Intelligence Inc. filed as BEYOND INC 0.05% 106,873 $527K Add +62.2%
MRSH Marsh & McLennan Cos 0.05% 2,478 $526K No change
ABT Abbott Laboratories 0.05% 4,515 $511K No change
IJR iShares Core S&P Small-Cap E 0.05% 4,379 $505K Add +25.1%
HUMA Humacyte Inc. 0.05% 99,419 $502K Add +17.8%
SMAX iShares L Cap MB Sep ETF 0.05% 19,900 $501K New
BXSL Blackstone Secured Lending F 0.04% 15,000 $485K No change
GEL Genesis Energy L.P. 0.04% 46,000 $465K Add +35.9%
BARK Bark Inc. 0.04% 250,452 $461K Add +5.0%
BP BP PLC-Spons ADR 0.04% 15,520 $459K Reduce -8.9%
MSI Motorola Solutions Inc. 0.04% 938 $434K No change
AVAV Aerovironment Inc. 0.04% 2,816 $433K No change
VATE Innovate Corp. 0.04% 85,170 $421K Add +38.1%
NSC Norfolk Southern Corp. 0.04% 1,734 $407K No change
TSSI TSS Inc. 0.04% 34,041 $404K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 5,168 $391K Add +6.1%
SPIR Spire Global Inc. 0.04% 27,623 $389K Reduce -41.1%
CTLP Cantaloupe Inc. 0.03% 39,662 $377K Reduce -7.9%
NEE Nextera Energy Inc. 0.03% 5,258 $377K Add +35.7%
ITOT iShares Core S&P Total U.S. 0.03% 2,837 $365K New
ASML ASML Holding NV-NY Reg SHS 0.03% 525 $364K Reduce -76.9%
PSX Phillips 66 0.03% 3,186 $363K Add +3.2%
XLB SS Materials Select Sector 0.03% 4,314 $363K Add +3.8%
IXUS iShares Core Intl Stock ETF 0.03% 5,003 $331K No change
OLED Universal Display Corp. 0.03% 2,230 $326K Reduce -22.6%
ICF iShares Select U.S. REIT ETF 0.03% 5,250 $316K No change
ACN Accenture PLC Class A 0.03% 858 $302K No change
PKST Peakstone Realty Trust 0.03% 27,000 $299K New
LILAK Liberty Latin Americ Class C 0.03% 46,618 $296K Reduce -45.3%
GIL Gildan Activewear Inc. 0.03% 6,200 $292K Reduce -95.3%
ASPN Aspen Aerogels Inc. 0.03% 24,341 $289K Reduce -1.0%
EQIX Equinix Inc. 0.03% 300 $283K No change
DHR Danaher Corp. 0.03% 1,219 $280K Add +46.0%
AMPY Amplify Energy Corp. 0.02% 45,000 $270K Reduce -11.8%
SBUX Starbucks Corp. 0.02% 2,940 $268K Add +22.6%
VTSI Virtra Inc. 0.02% 39,468 $266K Reduce -0.4%
GLDD Great Lakes Dredge & Dock Co. 0.02% 23,562 $266K Reduce -0.5%
MAXJ iShares LG Cap Max Buff Jun 0.02% 9,960 $260K No change
RITHM PPTY TR INC 0.02% 85,000 $252K New
CXDO Crexendo Inc. 0.02% 46,499 $243K New
CWI State Street SPDR MSCI Acwi 0.02% 8,579 $240K No change
IVW iShares S&P 500 Growth ETF 0.02% 2,360 $240K No change
TSAT Telesat Corp. 0.02% 14,568 $239K No change
ED Consolidated Edison Inc. 0.02% 2,595 $232K No change
ECHO Echostar Corp. Class A 0.02% 10,000 $229K Reduce -23.1%
CSX CSX Corp. 0.02% 7,080 $228K Add +20.4%
NPKI NPK International Inc. 0.02% 28,886 $222K Reduce -5.7%
IWR iShares Russell Mid-Cap ETF 0.02% 2,500 $221K No change
MS Morgan Stanley 0.02% 1,700 $214K New
HUBB Hubbell Inc. 0.02% 500 $209K No change
KD Kyndryl Holdings Inc. 0.02% 5,907 $204K New
DCO Ducommun Inc. 0.02% 3,210 $204K New
EZPW Ezcorp Inc. Class A 0.02% 15,893 $194K Reduce -7.9%
LBTYA Liberty Global Ltd. Class A 0.02% 15,000 $191K No change
DK Delek US Holdings Inc. 0.02% 10,000 $185K New
IRIX Iridex Corp. 0.02% 110,060 $185K Reduce -3.1%
INFU Infusystem Holdings Inc. 0.02% 21,787 $184K Reduce -7.8%
GTX Garrett Motion Inc. 0.02% 20,000 $181K New
EVLV Evolv Technologies Holdings 0.01% 37,908 $150K Reduce -31.2%
NEXT Nextdecade Corp. 0.01% 16,101 $124K New
SPWR Sunpower Inc. filed as COMPLETE SOLARIA INC 0.01% 60,795 $109K Add +12.0%
PLCE The Children's Place Inc. 0.01% 10,000 $105K New
STGW Stagwell Inc. 0.01% 14,597 $96K Reduce -80.8%
ARRY Array Technologies Inc. 0.01% 15,383 $93K Reduce -66.1%
LFCR Lifecore Biomedical Inc. 0.01% 10,000 $74K New
WULF Terawulf Inc. 0.01% 12,000 $68K Add +20.0%
INUV Inuvo Inc. 0.00% 10,000 $6K No change

Portfolio Sells Q3 2024 → Q4 2024
GEHC GE Healthcare Technology Sold out 0.00% −1.56
CLF Cleveland-Cliffs Inc. Reduce -71.4% 0.37% −1.36
REGN Regeneron Pharmaceuticals Reduce -46.1% 0.42% −0.72
MP MP Materials Corp. Reduce -20.4% 1.35% −0.56
GIL Gildan Activewear Inc. Reduce -95.3% 0.03% −0.53
OLN Olin Corp. Reduce -54.3% 0.23% −0.49
MPC Marathon Petroleum Corp. Reduce -1.2% 1.52% −0.27
GOOG Alphabet Inc. Class C Reduce -36.8% 0.55% −0.21
XOM Exxon Mobil Corp. Reduce -0.8% 2.22% −0.20
AMBP Ardagh Metal Packaging SA Reduce -50.7% 0.11% −0.16
ASML ASML Holding NV-NY Reg SHS Reduce -76.9% 0.03% −0.14
JNJ Johnson & Johnson Reduce -6.0% 0.64% −0.12
CCI Crown Castle Inc. Reduce -5.4% 0.31% −0.12
RTX RTX Corp. Reduce -0.1% 2.42% −0.10
KTOS Kratos Defense & Security Reduce -15.3% 2.54% −0.10
DVN Devon Energy Corp. Reduce -37.5% 0.10% −0.09
OXY Occidental Petroleum Corp. Reduce -56.4% 0.06% −0.09
STLD Steel Dynamics Inc. Reduce -0.4% 0.72% −0.08
AMAT Applied Materials Inc. Reduce -1.4% 0.28% −0.07
PESI Perma-Fix Environmental SVCS Reduce -39.7% 0.08% −0.07
ABBV Abbvie Inc. Reduce -2.9% 0.46% −0.06
XME SS SPDR S&P Metals Mining Reduce -1.1% 0.44% −0.06
MLM Martin Marietta Materials Reduce -0.3% 1.39% −0.06
POWR iShares US Power Infrastruct Reduce -9.6% 0.27% −0.05
CLMT Calumet Inc. Sold out 0.00% −0.05
LILAK Liberty Latin Americ Class C Reduce -45.3% 0.03% −0.05
STGW Stagwell Inc. Reduce -80.8% 0.01% −0.04
ASPN Aspen Aerogels Inc. Reduce -1.0% 0.03% −0.04
SOFI Sofi Technologies Inc. Sold out 0.00% −0.03
GSM Ferroglobe PLC Sold out 0.00% −0.03
GD General Dynamics Corp. Reduce -1.1% 0.18% −0.03
PEP Pepsico Inc. Reduce -0.1% 0.23% −0.03
OLED Universal Display Corp. Reduce -22.6% 0.03% −0.02
CL Colgate-Palmolive Co. Reduce -2.1% 0.15% −0.02
HGV Hilton Grand Vacations Inc. Sold out 0.00% −0.02
MTD Mettler-Toledo International Sold out 0.00% −0.02
URNM Sprott Uranium Miners ETF Sold out 0.00% −0.02
CXT Crane NXT Co. Sold out 0.00% −0.02
XLK SS Technology Select Sector Reduce -5.7% 0.83% −0.02
PGR Progressive Corp. Sold out 0.00% −0.02
FTCI FTC Solar Inc. Sold out 0.00% −0.02
ARRY Array Technologies Inc. Reduce -66.1% 0.01% −0.02
CDRE Cadre Holdings Inc. Sold out 0.00% −0.02
SGHC Super Group SGHC Ltd. Sold out 0.00% −0.02
HBM Hudbay Minerals Inc. Sold out 0.00% −0.02
CCOI Cogent Communications Holdin Reduce -24.3% 0.05% −0.01
MGNI Magnite Inc. Sold out 0.00% −0.01
LINC Lincoln Educational Services Sold out 0.00% −0.01
AEHR Aehr Test Systems Sold out 0.00% −0.01
SMH Vaneck Semiconductor ETF Reduce -2.3% 0.36% −0.01

Portfolio Buys Q3 2024 → Q4 2024
BA The Boeing Co. New 1.47% +1.47
X United States Steel Corp. New 1.40% +1.40
DY Dycom Industries Inc. New 1.08% +1.08
AAPL Apple Inc. Add +3.2% 8.54% +0.88
GLNG Golar LNG Ltd. Add +1158.1% 0.82% +0.76
GM General Motors Co. Add +30.0% 2.12% +0.75
AMZN Amazon.com Inc. Add +1.6% 3.99% +0.67
STX Seagate Technology Holdings New 0.58% +0.58
NVDA Nvidia Corp. Add +2.9% 3.83% +0.48
CRM Salesforce Inc. Add +1.6% 1.98% +0.39
BX Blackstone Inc. Add +4.8% 1.56% +0.25
CMCSA Comcast Corp. Class A Add +41.0% 0.65% +0.14
BLK BlackRock Inc. Add +5.7% 0.93% +0.12
TSLA Tesla Inc. Add +118.2% 0.16% +0.11
HRMY Harmony Biosciences Holdings New 0.08% +0.08
CRH CRH PLC Add +2.2% 3.05% +0.07
IBIT iShares Bitcoin Trust ETF New 0.07% +0.07
AJG Arthur J Gallagher & Co. Add +1.2% 2.15% +0.05
SKT Tanger Inc. New 0.05% +0.05
SMAX iShares L Cap MB Sep ETF New 0.05% +0.05
HPE Hewlett Packard Enterprise Add +3.2% 0.53% +0.04
ACWX iShares MSCI Acwi Ex US ETF Add +138.3% 0.07% +0.04
TSSI TSS Inc. New 0.04% +0.04
ITOT iShares Core S&P Total U.S. New 0.03% +0.03
PKST Peakstone Realty Trust New 0.03% +0.03
RITHM PPTY TR INC New 0.02% +0.02
CXDO Crexendo Inc. New 0.02% +0.02
CVX Chevron Corp. Add +3.4% 0.97% +0.02
V Visa Inc. Class A Add +17.4% 0.08% +0.02
MS Morgan Stanley New 0.02% +0.02
DELL Dell Technologies -C Add +19.5% 0.13% +0.02
DCO Ducommun Inc. New 0.02% +0.02
KD Kyndryl Holdings Inc. New 0.02% +0.02
VATE Innovate Corp. Add +38.1% 0.04% +0.02
DK Delek US Holdings Inc. New 0.02% +0.02
GTX Garrett Motion Inc. New 0.02% +0.02
XLE SS Energy Select Sector Add +24.8% 0.08% +0.01
ETN Eaton Corp. PLC Add +0.6% 1.19% +0.01
ENVX Enovix Corp. Add +14.9% 0.05% +0.01
BMY Bristol-Myers Squibb Co. Add +2.4% 0.11% +0.01
NEXT Nextdecade Corp. New 0.01% +0.01
GLD SPDR Gold Shares Add +10.6% 0.11% +0.01
META Meta Platforms Inc. Class A Add +5.7% 0.13% +0.01
PLCE The Children's Place Inc. New 0.01% +0.01
IJR iShares Core S&P Small-Cap E Add +25.1% 0.05% +0.01
LFCR Lifecore Biomedical Inc. New 0.01% +0.01
BARK Bark Inc. Add +5.0% 0.04% +0.01
NEE Nextera Energy Inc. Add +35.7% 0.03% +0.00
DHR Danaher Corp. Add +46.0% 0.03% +0.00
HUMA Humacyte Inc. Add +17.8% 0.05% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$2.3BAFOS, LRCX, MU, AAPL, ACEP
Q1 2026 182$1.9BAFOS, NEM, AAPL, LRCX, GOOGL
Q4 2025 197$1.7BAFOS, AAPL, MU, GOOGL, LRCX
Q3 2025 204$1.5BAFOS, AAPL, GOOGL, LRCX, NEM
Q2 2025 185$1.4BAFOS, AAPL, GOOGL, LRCX, AMZN
Q1 2025 174$1.1BAAPL, GOOGL, AMZN, NVDA, BHVN
Q4 2024 175$1.1BAAPL, GOOGL, AMZN, NVDA, AVGO
Q3 2024 170$1.1BAAPL, BHVN, GOOGL, FCX, MU
Q2 2024 163$1.0BAAPL, GOOGL, LRCX, MU, FCX
Q1 2024 160$1.0BAAPL, MU, GOOGL, LRCX, FCX