Chilton Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Chilton Capital Management LLC reported 519 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Apple (AAPL, 4.3%). Compared with Q4 2024, it opened 43 new positions, sold out of 69, added to 74 and reduced 195. The biggest buy was Walmart (WMT, shares +1515%) and the biggest sale Sempra (SRE, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001056859
- Portfolio Value
- $2.3B (Q1 2025)
- SEC Filing
- 0001056859-25-000002 ↗ filed Apr 29, 2025
Holdings Value
Holdings 519 stocks · $2.3B
| MSFT Microsoft Corp. | 5.27% | 324,330 | $121.8M | Reduce -1.7% |
| NVDA Nvidia Corp. | 4.47% | 953,764 | $103.4M | Reduce -0.6% |
| AAPL Apple Inc. | 4.31% | 447,896 | $99.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.62% | 439,857 | $83.7M | Add +3.6% |
| META Meta Platforms Inc. Class A | 3.10% | 124,388 | $71.7M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 2.68% | 395,970 | $61.9M | Add +1.5% |
| XOM Exxon Mobil Corp. | 2.67% | 518,051 | $61.6M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 2.48% | 69,431 | $57.3M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 2.21% | 208,362 | $51.1M | Reduce -1.5% |
| V Visa Inc. Class A | 1.94% | 127,793 | $44.8M | Reduce -8.2% |
| TDG Transdigm Group Inc. | 1.82% | 30,433 | $42.1M | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.81% | 343,411 | $41.8M | Add +3.9% |
| MS Morgan Stanley | 1.76% | 347,651 | $40.6M | Add +10.8% |
| COST Costco Wholesale Corp. | 1.71% | 41,663 | $39.4M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 1.63% | 71,755 | $37.6M | Reduce -11.8% |
| LOW Lowe's Cos Inc. | 1.60% | 158,916 | $37.1M | Add +7.4% |
| COP Conocophillips | 1.55% | 342,058 | $35.9M | Add +1.1% |
| WMT Walmart Inc. | 1.53% | 403,049 | $35.4M | Add +1514.7% |
| PWR Quanta Services Inc. | 1.52% | 137,900 | $35.1M | Reduce -1.7% |
| WM Waste Management Inc. | 1.45% | 144,768 | $33.5M | Add +0.0% |
| AXP American Express Co. | 1.42% | 121,864 | $32.8M | Add +1.0% |
| PG The Procter & Gamble Co. | 1.41% | 190,538 | $32.5M | Add +7.1% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 63,705 | $31.7M | Add +4.8% |
| ARES Ares Management Corp. Class A | 1.36% | 214,659 | $31.5M | Add +58.8% |
| EQIX Equinix Inc. | 1.26% | 35,786 | $29.2M | Reduce -5.6% |
| SYK Stryker Corp. | 1.26% | 78,105 | $29.1M | Add +2.1% |
| LIN Linde PLC | 1.25% | 62,113 | $28.9M | Add +0.4% |
| CRM Salesforce Inc. | 1.25% | 107,456 | $28.8M | Add +4.5% |
| AVGO Broadcom Inc. | 1.25% | 172,104 | $28.8M | Add +1450.3% |
| EMR Emerson Electric Co. | 1.21% | 255,940 | $28.1M | Add +3.9% |
| AZN Astrazeneca PLC-Spons ADR | 1.18% | 370,832 | $27.3M | Add +2.3% |
| GILD Gilead Sciences Inc. | 1.14% | 235,318 | $26.4M | Add +125738.5% |
| GD General Dynamics Corp. | 1.14% | 96,250 | $26.2M | Add +0.9% |
| TRMB Trimble Inc. | 1.08% | 380,623 | $25.0M | Add +7.7% |
| VTR Ventas Inc. | 1.08% | 360,688 | $24.9M | Reduce -6.6% |
| TSLA Tesla Inc. | 1.06% | 94,890 | $24.6M | Reduce -2.8% |
| KDP Keurig Dr Pepper Inc. | 1.06% | 717,473 | $24.6M | Add +0.9% |
| CTVA Corteva Inc. | 1.01% | 372,646 | $23.5M | Add +94962.8% |
| DOV Dover Corp. | 1.01% | 133,234 | $23.4M | Add +3.9% |
| AMGN Amgen Inc. | 0.98% | 72,570 | $22.6M | Reduce -0.1% |
| PLD Prologis Inc. | 0.92% | 189,924 | $21.2M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 37,130 | $20.8M | Reduce -3.0% |
| AMT American Tower Corp. | 0.87% | 92,008 | $20.0M | Add +0.1% |
| CPT Camden Property Trust | 0.84% | 158,071 | $19.5M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.81% | 121,095 | $18.7M | Add +1.5% |
| AVB Avalonbay Communities Inc. | 0.77% | 81,849 | $17.7M | Reduce -0.3% |
| WELL Welltower Inc. | 0.74% | 111,418 | $17.1M | Reduce -23.0% |
| PSA Public Storage | 0.73% | 56,260 | $16.8M | Reduce -5.7% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 314,665 | $16.0M | Reduce -3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 161,537 | $15.9M | Add +10.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.64% | 363,710 | $14.7M | Add +0.8% |
| SBAC SBA Communications Corp. | 0.62% | 64,726 | $14.2M | Reduce -0.3% |
| AMH American Homes 4 Rent- A | 0.60% | 369,097 | $14.0M | Reduce -1.0% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.60% | 107,343 | $13.9M | Reduce -2.4% |
| INVH Invitation Homes Inc. | 0.60% | 394,410 | $13.8M | Reduce -3.9% |
| REXR Rexford Industrial Realty Inc. | 0.60% | 348,913 | $13.8M | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 0.59% | 253,422 | $13.7M | Reduce -2.6% |
| DLR Digital Realty Trust Inc. | 0.58% | 94,158 | $13.5M | Reduce -2.9% |
| AVDE Avantis International Equity | 0.58% | 202,182 | $13.4M | Reduce -1.8% |
| BRX Brixmor Property Group Inc. | 0.55% | 482,267 | $12.8M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 293,688 | $12.3M | Reduce -1.5% |
| COLD Americold Realty Trust Inc. | 0.52% | 553,751 | $12.0M | Add +12.1% |
| HR Healthcare Realty Trust Inc. | 0.51% | 698,673 | $11.8M | Reduce -8.2% |
| SILA Sila Realty Trust Inc. | 0.45% | 392,377 | $10.5M | Reduce -4.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.43% | 319,125 | $9.8M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 42,005 | $9.3M | Reduce -5.8% |
| AHR American Healthcare REIT Inc. | 0.35% | 264,301 | $8.1M | Reduce -10.9% |
| VNQ Vanguard Real Estate ETF | 0.35% | 88,624 | $8.0M | Reduce -13.3% |
| EPD Enterprise Products Partners | 0.33% | 222,670 | $7.6M | Reduce -4.8% |
| JHMM John Hancock Multi Fact Mid | 0.33% | 131,744 | $7.5M | Reduce -3.8% |
| HIW Highwoods Properties Inc. | 0.32% | 248,901 | $7.4M | Add +61.4% |
| IVT Inventrust Properties Corp. | 0.32% | 248,664 | $7.4M | Reduce -6.5% |
| ARE Alexandria Real Estate Equit | 0.30% | 73,909 | $6.9M | Add +9.6% |
| NNN NNN REIT Inc. | 0.30% | 161,381 | $6.9M | Reduce -35.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 200,630 | $6.6M | Reduce -7.0% |
| EXR Extra Space Storage Inc. | 0.28% | 43,536 | $6.5M | Reduce -7.7% |
| BXP BXP Inc. | 0.27% | 91,263 | $6.2M | New |
| SCHF Schwab Intl Equity ETF | 0.26% | 309,398 | $6.1M | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 207,429 | $4.9M | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.19% | 62,587 | $4.5M | Reduce -11.0% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 97,060 | $4.4M | Reduce -11.4% |
| OKE Oneok Inc. | 0.16% | 37,822 | $3.8M | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 6,714 | $3.6M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 13,216 | $3.3M | Reduce -2.2% |
| VXF Vanguard Extended Market ETF | 0.13% | 16,908 | $2.9M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.12% | 31,541 | $2.8M | Reduce -60.3% |
| IVV iShares Core S&P 500 ETF | 0.12% | 4,978 | $2.8M | Reduce -3.5% |
| SYY Sysco Corp. | 0.12% | 37,060 | $2.8M | Reduce -6.0% |
| SBR Sabine Royalty Trust | 0.12% | 41,027 | $2.8M | Reduce -11.0% |
| ABBV Abbvie Inc. | 0.12% | 13,163 | $2.8M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.11% | 15,331 | $2.5M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.11% | 4,583 | $2.5M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.10% | 6,089 | $2.3M | Reduce -2.6% |
| SRE Sempra | 0.10% | 32,668 | $2.3M | Reduce -90.1% |
| CVX Chevron Corp. | 0.09% | 13,026 | $2.2M | Reduce -7.1% |
| VOO Vanguard S&P 500 ETF | 0.09% | 4,118 | $2.1M | Reduce -6.2% |
| WES Western Midstream Partners L | 0.09% | 49,297 | $2.0M | Reduce -2.6% |
| XLK SS Technology Select Sector | 0.08% | 9,076 | $1.9M | Reduce -2.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 9,069 | $1.8M | Reduce -2.6% |
| SHEL Shell PLC-ADR | 0.08% | 23,682 | $1.7M | Reduce -0.4% |
Options reported separately and not counted above: SPY puts ($4.8M), SPY calls ($1.6M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $772K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 642 | $771K | Reduce -0.8% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 27 | $748 | No change |
Lines left out (9) · $1K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EGP Eastgroup Properties Inc. | COM | 0 | $392 |
| ESS Essex Property Trust Inc. | COM | 0 | $216 |
| ELS Equity Lifestyle Properties | COM | 0 | $197 |
| REG Regency Centers Corp. | COM | 0 | $185 |
| MTN Vail Resorts Inc. | COM | 0 | $109 |
| CTRE Caretrust REIT Inc. | COM | 0 | $59 |
| EPR Epr Properties | COM SH BEN INT | 0 | $59 |
| ADC Agree Realty Corp. | COM | 0 | $49 |
| CURB Curbline Properties Corp. | COM | 0 | $20 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q4 2024 → Q1 2025
| SRE Sempra | Reduce -90.1% | 0.10% | −1.12 |
| NVDA Nvidia Corp. | Reduce -0.6% | 4.47% | −0.96 |
| QCOM Qualcomm Inc. | Reduce -95.4% | 0.05% | −0.95 |
| CMCSA Comcast Corp. Class A | Reduce -92.9% | 0.06% | −0.77 |
| CCI Crown Castle Inc. | Reduce -95.5% | 0.03% | −0.62 |
| TSLA Tesla Inc. | Reduce -2.8% | 1.06% | −0.60 |
| MSFT Microsoft Corp. | Reduce -1.7% | 5.27% | −0.59 |
| AAPL Apple Inc. | Reduce -0.8% | 4.31% | −0.46 |
| PWR Quanta Services Inc. | Reduce -1.7% | 1.52% | −0.35 |
| EQIX Equinix Inc. | Reduce -5.6% | 1.26% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -60.3% | 0.12% | −0.21 |
| DLR Digital Realty Trust Inc. | Reduce -2.9% | 0.58% | −0.14 |
| NNN NNN REIT Inc. | Reduce -35.2% | 0.30% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -11.8% | 1.63% | −0.11 |
| INTU Intuit Inc. | Reduce -77.3% | 0.02% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.8% | 0.40% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 0.90% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -13.3% | 0.35% | −0.04 |
| HR Healthcare Realty Trust Inc. | Reduce -8.2% | 0.51% | −0.03 |
| HON Honeywell International Inc. | Reduce -29.5% | 0.07% | −0.03 |
| WELL Welltower Inc. | Reduce -23.0% | 0.74% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -47.2% | 0.03% | −0.03 |
| PSA Public Storage | Reduce -5.7% | 0.73% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.5% | 0.53% | −0.02 |
| IVT Inventrust Properties Corp. | Reduce -6.5% | 0.32% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.0% | 0.21% | −0.02 |
| JHMM John Hancock Multi Fact Mid | Reduce -3.8% | 0.33% | −0.02 |
| EXR Extra Space Storage Inc. | Reduce -7.7% | 0.28% | −0.02 |
| HAL Halliburton Co. | Reduce -36.5% | 0.03% | −0.02 |
| ADBE Adobe Inc. | Reduce -2.6% | 0.10% | −0.02 |
| CAT Caterpillar Inc. | Reduce -20.8% | 0.04% | −0.02 |
| JHML John Hancock Multi Fact LRG | Reduce -27.7% | 0.04% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.6% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -11.4% | 0.19% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -90.0% | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.1% | 0.08% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -17.1% | 0.04% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -28.1% | 0.02% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -0.0% | 0.13% | −0.01 |
| HD Home Depot Inc. | Reduce -15.6% | 0.04% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -18.0% | 0.04% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -28.7% | 0.02% | −0.01 |
| AHR American Healthcare REIT Inc. | Reduce -10.9% | 0.35% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -73.9% | 0.00% | −0.01 |
| STRS Stratus Properties Inc. | Reduce -4.1% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.2% | 0.09% | −0.01 |
| KRG Kite Realty Group Trust | Reduce -45.5% | 0.01% | −0.01 |
| ORCL Oracle Corp. | Reduce -12.0% | 0.02% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -24.8% | 0.02% | −0.01 |
| EOG EOG Resources Inc. | Reduce -16.7% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| WMT Walmart Inc. | Add +1514.7% | 1.53% | +1.44 |
| GILD Gilead Sciences Inc. | Add +125738.5% | 1.14% | +1.14 |
| AVGO Broadcom Inc. | Add +1450.3% | 1.25% | +1.14 |
| CTVA Corteva Inc. | Add +94962.8% | 1.01% | +1.01 |
| ARES Ares Management Corp. Class A | Add +58.8% | 1.36% | +0.35 |
| BXP BXP Inc. | New | 0.27% | +0.27 |
| TDG Transdigm Group Inc. | Add +2.6% | 1.82% | +0.24 |
| WM Waste Management Inc. | Add +0.0% | 1.45% | +0.22 |
| AZN Astrazeneca PLC-Spons ADR | Add +2.3% | 1.18% | +0.18 |
| LIN Linde PLC | Add +0.4% | 1.25% | +0.16 |
| AMT American Tower Corp. | Add +0.1% | 0.87% | +0.15 |
| PG The Procter & Gamble Co. | Add +7.1% | 1.41% | +0.15 |
| COP Conocophillips | Add +1.1% | 1.55% | +0.14 |
| TJX TJX Companies Inc. | Add +3.9% | 1.81% | +0.13 |
| HIW Highwoods Properties Inc. | Add +61.4% | 0.32% | +0.12 |
| KDP Keurig Dr Pepper Inc. | Add +0.9% | 1.06% | +0.10 |
| SYK Stryker Corp. | Add +2.1% | 1.26% | +0.10 |
| MS Morgan Stanley | Add +10.8% | 1.76% | +0.09 |
| META Meta Platforms Inc. Class A | Add +1.6% | 3.10% | +0.08 |
| GD General Dynamics Corp. | Add +0.9% | 1.14% | +0.08 |
| COLD Americold Realty Trust Inc. | Add +12.1% | 0.52% | +0.07 |
| LOW Lowe's Cos Inc. | Add +7.4% | 1.60% | +0.07 |
| REXR Rexford Industrial Realty Inc. | Add +7.3% | 0.60% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +4.8% | 1.37% | +0.04 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +0.8% | 0.64% | +0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.03% | +0.03 |
| TRMB Trimble Inc. | Add +7.7% | 1.08% | +0.03 |
| ARE Alexandria Real Estate Equit | Add +9.6% | 0.30% | +0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +163.5% | 0.03% | +0.02 |
| TRGP Targa Resources Corp. | Add +240.2% | 0.02% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | Add +153.9% | 0.03% | +0.02 |
| INSW International Seaways Inc. | New | 0.01% | +0.01 |
| NEM Newmont Corp. | New | 0.01% | +0.01 |
| DFAS Dimensional US Small Cap ETF | New | 0.01% | +0.01 |
| WSR Whitestone REIT | Add +336.6% | 0.01% | +0.01 |
| GSBD Goldman Sachs BDC Inc. | Add +285.7% | 0.01% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | New | 0.00% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +5.5% | 0.05% | +0.00 |
| PB Prosperity Bancshares Inc. | New | 0.00% | +0.00 |
| AB Alliancebernstein Holding LP | Add +2.8% | 0.05% | +0.00 |
| ARCC Ares Capital Corp. | Add +100.1% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.7% | 0.04% | +0.00 |
| CDE Coeur Mining Inc. | New | 0.00% | +0.00 |
| HTGC Hercules Capital Inc. | Add +133.3% | 0.01% | +0.00 |
| ATO Atmos Energy Corp. | Add +10.9% | 0.01% | +0.00 |
| DIS The Walt Disney Co. | Add +10.2% | 0.69% | +0.00 |
| DON Wisdomtree US Midcap Dividen | New | 0.00% | +0.00 |
| CGGR Cap Group Growth Equity | New | 0.00% | +0.00 |
| AEP American Electric Power | New | 0.00% | +0.00 |
| DES Wisdomtree US Smallcap Divid | New | 0.00% | +0.00 |
Options Activity Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | call | Sold out | 100 | $13Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.8% | 642 | $771K |
| EGP Eastgroup Properties Inc. | COM | New | 0 | $392 |
| ESS Essex Property Trust Inc. | COM | New | 0 | $216 |
| ELS Equity Lifestyle Properties | COM | New | 0 | $197 |
| REG Regency Centers Corp. | COM | New | 0 | $185 |
| MTN Vail Resorts Inc. | COM | New | 0 | $109 |
| CTRE Caretrust REIT Inc. | COM | New | 0 | $59 |
| EPR Epr Properties | COM SH BEN INT | New | 0 | $59 |
| ADC Agree Realty Corp. | COM | New | 0 | $49 |
| CURB Curbline Properties Corp. | COM | New | 0 | $20 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 589 | $3.2B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 655 | $2.9B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q4 2025 | 663 | $2.9B | NVDA, MSFT, GOOG, AMZN, AAPL |
| Q3 2025 | 564 | $3.0B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q2 2025 | 523 | $2.7B | NVDA, MSFT, AMZN, META, AAPL |
| Q1 2025 | 519 | $2.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q4 2024 | 545 | $2.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q3 2024 | 639 | $2.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q2 2024 | 602 | $2.2B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024 | 598 | $2.1B | MSFT, NVDA, AAPL, AMZN, XOM |