CI Investments Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), CI Investments Inc. reported 635 stock positions worth $22.8 billion. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Amazon.com (AMZN, 4.7%). Compared with Q3 2025, it opened 19 new positions, sold out of 655, added to 273 and reduced 327. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $22.8B (Q4 2025)
- SEC Filing
- 0001163648-26-000003 ↗ filed Feb 12, 2026
Holdings Value
Holdings 635 stocks · $22.8B
| NVDA Nvidia Corp. | 6.09% | 7,440,957 | $1.4B | Add +2.8% |
| MSFT Microsoft Corp. | 5.66% | 2,668,154 | $1.3B | Reduce -3.4% |
| AMZN Amazon.com Inc. | 4.75% | 4,687,926 | $1.1B | Add +4.0% |
| GOOG Alphabet Inc. Class C | 3.62% | 2,628,599 | $824.9M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 3.20% | 1,064,173 | $728.9M | Reduce -85.4% |
| META Meta Platforms Inc. Class A | 2.84% | 981,539 | $647.9M | Reduce -5.0% |
| AAPL Apple Inc. | 2.82% | 2,361,643 | $642.0M | Reduce -12.9% |
| AVGO Broadcom Inc. | 2.44% | 1,605,054 | $555.5M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 2.07% | 827,417 | $472.4M | Reduce -19.6% |
| LLY Eli Lilly & Co. | 1.86% | 393,784 | $423.2M | Add +17.1% |
| GOOGL Alphabet Inc. Class A | 1.73% | 1,260,524 | $394.5M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.39% | 547,787 | $317.4M | Reduce -10.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.31% | 979,393 | $297.6M | Reduce -0.8% |
| IEUR iShares Core MSCI Europe ETF | 1.18% | 3,792,499 | $269.2M | Add +0.2% |
| DHR Danaher Corp. | 1.16% | 1,155,126 | $264.4M | Add +56.4% |
| JPM JPMorgan Chase & Co. | 1.14% | 808,227 | $260.4M | Reduce -24.0% |
| V Visa Inc. Class A | 1.11% | 723,898 | $253.9M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 1.11% | 764,143 | $252.3M | Reduce -18.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.06% | 4,395,926 | $241.8M | Add +20.4% |
| BKNG Booking Holdings Inc. | 0.92% | 39,085 | $209.3M | Add +0.2% |
| WMT Walmart Inc. | 0.91% | 1,867,148 | $208.0M | Reduce -8.5% |
| EBND State Street SPDR Bloomberg | 0.89% | 9,484,596 | $202.7M | Add +23.0% |
| BN Brookfield Corp. | 0.87% | 4,326,040 | $198.5M | Add +4.1% |
| KKR KKR & Co. Inc. | 0.81% | 1,454,454 | $185.4M | Reduce -16.7% |
| VTR Ventas Inc. | 0.78% | 2,307,011 | $178.5M | Reduce -2.0% |
| AMD Advanced Micro Devices | 0.78% | 831,639 | $178.1M | Add +0.0% |
| KGC Kinross Gold Corp. | 0.77% | 6,214,580 | $175.0M | Reduce -8.0% |
| NOW ServiceNow Inc. | 0.71% | 1,052,809 | $161.3M | Reduce -24.1% |
| WMB Williams Cos Inc. | 0.66% | 2,499,251 | $150.2M | Reduce -0.1% |
| LNG Cheniere Energy Inc. | 0.65% | 762,089 | $148.1M | Reduce -20.2% |
| GS Goldman Sachs Group Inc. | 0.64% | 167,171 | $146.9M | Reduce -10.3% |
| LYV Live Nation Entertainment Inc. | 0.64% | 1,027,159 | $146.4M | Add +1.3% |
| BABA Alibaba Group Holding-SP ADR | 0.64% | 990,036 | $145.1M | Add +95.1% |
| GEV GE Vernova Inc. | 0.60% | 210,218 | $137.4M | Add +108.8% |
| C Citigroup Inc. | 0.60% | 1,177,121 | $137.4M | Reduce -3.9% |
| TRGP Targa Resources Corp. | 0.60% | 743,535 | $137.2M | Add +41.0% |
| RSP Invesco S&P 500 Equal Weight | 0.59% | 705,470 | $135.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 195,245 | $133.1M | Add +37.0% |
| T AT&T Inc. | 0.58% | 5,292,243 | $131.5M | Add +2.2% |
| PLD Prologis Inc. | 0.57% | 1,017,642 | $129.9M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 821,698 | $126.2M | Add +88.9% |
| SPGI S&P Global Inc. | 0.54% | 235,285 | $123.0M | Reduce -4.5% |
| IAG Iamgold Corp. | 0.53% | 7,362,433 | $121.4M | Reduce -1.6% |
| SNOW Snowflake Inc. | 0.52% | 535,549 | $117.5M | Reduce -7.9% |
| BSX Boston Scientific Corp. | 0.51% | 1,221,152 | $116.4M | Reduce -24.4% |
| MU Micron Technology Inc. | 0.50% | 402,316 | $114.8M | Reduce -12.0% |
| MELI MercadoLibre Inc. | 0.49% | 55,674 | $112.1M | Add +14.9% |
| KO The Coca-Cola Co. | 0.49% | 1,582,790 | $110.7M | Add +8.9% |
| CEG Constellation Energy | 0.49% | 313,142 | $110.6M | Add +25.5% |
| ETR Entergy Corp. | 0.48% | 1,186,852 | $109.7M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.47% | 751,326 | $107.7M | Reduce -5.7% |
| EQIX Equinix Inc. | 0.47% | 139,304 | $106.7M | Reduce -0.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.46% | 3,769,334 | $106.0M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.46% | 187,053 | $105.9M | Add +20.3% |
| MRK Merck & Co. Inc. | 0.46% | 994,122 | $104.6M | Reduce -30.5% |
| BIP Brookfield Infrastructure Pa | 0.44% | 2,889,580 | $100.4M | Add +0.1% |
| J Jacobs Solutions Inc. | 0.44% | 754,497 | $99.9M | Reduce -29.8% |
| TIP iShares Tips Bond ETF | 0.44% | 906,777 | $99.7M | Reduce -5.3% |
| FXI iShares China Large-Cap ETF | 0.40% | 2,373,997 | $90.9M | Reduce -65.1% |
| CACI Caci International Inc. Class A | 0.40% | 170,557 | $90.9M | Reduce -17.2% |
| BRX Brixmor Property Group Inc. | 0.39% | 3,361,371 | $88.1M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.39% | 332,358 | $88.0M | Reduce -23.2% |
| CRH CRH PLC | 0.38% | 701,969 | $87.6M | Add +18.8% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 492,771 | $87.6M | Add +31.6% |
| USFD US Foods Holding Corp. | 0.38% | 1,135,644 | $85.5M | Reduce -48.2% |
| FWONK Liberty Media Corp. Class C | 0.37% | 862,261 | $84.9M | Add +0.3% |
| MCO Moody's Corp. | 0.37% | 166,006 | $84.8M | Add +27.0% |
| TKO Tko Group Holdings Inc. | 0.37% | 400,495 | $83.7M | Add +18.4% |
| SHOP Shopify Inc. Class A | 0.37% | 518,135 | $83.4M | Reduce -11.6% |
| AMH American Homes 4 Rent- A | 0.35% | 2,463,389 | $79.1M | Reduce -1.0% |
| BBU Brookfield Business PT-Unit | 0.34% | 2,225,532 | $78.3M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.34% | 72,730 | $77.8M | Reduce -18.3% |
| LRCX Lam Research Corp. | 0.34% | 454,376 | $77.8M | Add +22.7% |
| URTH iShares MSCI World ETF | 0.32% | 391,402 | $72.7M | Add +255.4% |
| JCI Johnson Controls Internation | 0.30% | 568,369 | $68.1M | Add +18.7% |
| NKE Nike Inc. Class B | 0.30% | 1,063,324 | $67.7M | Reduce -0.9% |
| KLAC KLA Corp. | 0.30% | 55,620 | $67.6M | Add +50.5% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 218,578 | $67.3M | Add +1424.2% |
| TXN Texas Instruments Inc. | 0.29% | 387,471 | $67.2M | Reduce -26.0% |
| BATRK Atlanta Braves Holdings in-C | 0.29% | 1,699,739 | $67.1M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.29% | 813,629 | $65.3M | Add +21.1% |
| ILF iShares Latin America 40 ETF | 0.28% | 2,133,200 | $65.0M | Add +10566.0% |
| SBAC SBA Communications Corp. | 0.28% | 332,647 | $64.3M | Add +13.0% |
| ETN Eaton Corp. PLC | 0.27% | 191,407 | $61.0M | Add +490.7% |
| APP AppLovin Corp. Class A | 0.27% | 90,189 | $60.8M | Reduce -22.0% |
| AXON Axon Enterprise Inc. | 0.26% | 104,018 | $59.1M | Reduce -18.2% |
| DXCM Dexcom Inc. | 0.26% | 885,716 | $58.8M | Add +61.6% |
| EMB iShares JP Morgan Usd Emergi | 0.25% | 603,273 | $58.1M | Add +31.6% |
| ORCL Oracle Corp. | 0.25% | 296,769 | $57.8M | Reduce -40.6% |
| GLD SPDR Gold Shares | 0.25% | 143,518 | $56.9M | Add +1188.1% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.25% | 1,720,212 | $56.5M | Reduce -9.1% |
| HST Host Hotels & Resorts Inc. | 0.24% | 3,129,782 | $55.5M | Reduce -2.0% |
| CP Canadian Pacific Kansas City | 0.24% | 744,870 | $54.8M | Reduce -0.6% |
| HESM Hess Midstream LP Class A | 0.24% | 1,572,170 | $54.2M | Add +0.2% |
| HDB HDFC Bank Ltd.-ADR | 0.24% | 1,474,680 | $53.9M | Add +143.0% |
| HD Home Depot Inc. | 0.23% | 154,896 | $53.3M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.23% | 441,334 | $53.1M | Reduce -10.5% |
| HEI Heico Corp. | 0.23% | 164,036 | $53.1M | Add +40.9% |
| ROST Ross Stores Inc. | 0.23% | 288,143 | $51.9M | Add +4054.3% |
| SN Sharkninja Inc. | 0.23% | 459,826 | $51.5M | Add +172766.9% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($8.9M), MICRON TECHNOLOGY INC calls ($1.3M), SELECT SECTOR SPDR TR puts ($955K), DEXCOM INC calls ($888K), NVIDIA CORPORATION calls ($702K), INVESCO QQQ TR puts ($343K), ISHARES TR puts ($152K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.0M (not counted above)
Total filed on the 13F, all lines: $22.8B.
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -85.4% | 3.20% | −14.51 |
| FXI iShares China Large-Cap ETF | Reduce -65.1% | 0.40% | −0.62 |
| ACM Aecom | Reduce -73.2% | 0.13% | −0.42 |
| UBER Uber Technologies Inc. | Reduce -92.6% | 0.03% | −0.42 |
| NFLX Netflix Inc. | Reduce -83.7% | 0.06% | −0.32 |
| ORCL Oracle Corp. | Reduce -40.6% | 0.25% | −0.26 |
| USFD US Foods Holding Corp. | Reduce -48.2% | 0.38% | −0.24 |
| MSI Motorola Solutions Inc. | Reduce -99.1% | 0.00% | −0.22 |
| NOW ServiceNow Inc. | Reduce -24.1% | 0.71% | −0.22 |
| CRWV Coreweave Inc. Class A | Reduce -87.3% | 0.02% | −0.20 |
| SYK Stryker Corp. | Reduce -55.9% | 0.20% | −0.20 |
| CW Curtiss-Wright Corp. | Reduce -93.3% | 0.01% | −0.17 |
| LNG Cheniere Energy Inc. | Reduce -20.2% | 0.65% | −0.17 |
| PODD Insulet Corp. | Reduce -98.6% | 0.00% | −0.15 |
| J Jacobs Solutions Inc. | Reduce -29.8% | 0.44% | −0.15 |
| CDNS Cadence Design SYS Inc. | Reduce -70.7% | 0.07% | −0.14 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.14 |
| EWBC East West Bancorp Inc. | Reduce -88.8% | 0.02% | −0.14 |
| SPOT Spotify Technology SA | Reduce -51.0% | 0.13% | −0.13 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.13 |
| AJG Arthur J Gallagher & Co. | Reduce -67.4% | 0.06% | −0.12 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.12 |
| CSGP Costar Group Inc. | Reduce -49.5% | 0.10% | −0.11 |
| GTLB Gitlab Inc. Class A | Reduce -81.5% | 0.02% | −0.11 |
| VRT Vertiv Holdings Co. Class A | Reduce -51.8% | 0.14% | −0.09 |
| ADBE Adobe Inc. | Reduce -95.6% | 0.00% | −0.08 |
| SNPS Synopsys Inc. | Reduce -98.1% | 0.00% | −0.08 |
| ANET Arista Networks Inc. | Reduce -42.8% | 0.13% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -24.0% | 1.14% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -18.9% | 1.11% | −0.08 |
| AXON Axon Enterprise Inc. | Reduce -18.2% | 0.26% | −0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -44.6% | 0.21% | −0.07 |
| IOT Samsara Inc. Class A | Reduce -95.1% | 0.00% | −0.07 |
| PGR Progressive Corp. | Reduce -89.0% | 0.01% | −0.07 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -24.4% | 0.51% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -64.4% | 0.04% | −0.06 |
| XYL Xylem Inc. | Reduce -49.3% | 0.08% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -37.9% | 0.19% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -19.6% | 2.07% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -26.0% | 0.29% | −0.05 |
| BBUC Brookfield Business Class A | Reduce -63.6% | 0.05% | −0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -33.3% | 0.20% | −0.05 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -64.8% | 0.03% | −0.05 |
| PM Philip Morris International | Reduce -93.0% | 0.00% | −0.04 |
| PDD PDD Holdings Inc. | Reduce -90.5% | 0.00% | −0.04 |
| HUM Humana Inc. | Reduce -96.2% | 0.00% | −0.04 |
| HSAI Hesai Group | Sold out | 0.00% | −0.04 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Reduce -18.3% | 0.34% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +2.8% | 6.09% | +1.18 |
| AMZN Amazon.com Inc. | Add +4.0% | 4.75% | +1.15 |
| LLY Eli Lilly & Co. | Add +17.1% | 1.86% | +0.92 |
| DHR Danaher Corp. | Add +56.4% | 1.16% | +0.63 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.73% | +0.62 |
| GEV GE Vernova Inc. | Add +108.8% | 0.60% | +0.38 |
| BAC Bank of America Corp. | Add +20.4% | 1.06% | +0.38 |
| TJX TJX Companies Inc. | Add +88.9% | 0.55% | +0.32 |
| BABA Alibaba Group Holding-SP ADR | Add +95.1% | 0.64% | +0.31 |
| AMD Advanced Micro Devices | Add +0.0% | 0.78% | +0.29 |
| EBND State Street SPDR Bloomberg | Add +23.0% | 0.89% | +0.29 |
| ILF iShares Latin America 40 ETF | Add +10566.0% | 0.28% | +0.28 |
| TRGP Targa Resources Corp. | Add +41.0% | 0.60% | +0.28 |
| GE General Electric | Add +1424.2% | 0.30% | +0.28 |
| URTH iShares MSCI World ETF | Add +255.4% | 0.32% | +0.25 |
| IEUR iShares Core MSCI Europe ETF | Add +0.2% | 1.18% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +37.0% | 0.58% | +0.24 |
| GLD SPDR Gold Shares | Add +1188.1% | 0.25% | +0.23 |
| V Visa Inc. Class A | Add +2.3% | 1.11% | +0.23 |
| SN Sharkninja Inc. | Add +172766.9% | 0.23% | +0.23 |
| ROST Ross Stores Inc. | Add +4054.3% | 0.23% | +0.22 |
| ETN Eaton Corp. PLC | Add +490.7% | 0.27% | +0.22 |
| ISRG Intuitive Surgical Inc. | Add +20.3% | 0.46% | +0.21 |
| CEG Constellation Energy | Add +25.5% | 0.49% | +0.19 |
| BN Brookfield Corp. | Add +4.1% | 0.87% | +0.18 |
| HDB HDFC Bank Ltd.-ADR | Add +143.0% | 0.24% | +0.16 |
| LRCX Lam Research Corp. | Add +22.7% | 0.34% | +0.16 |
| JEF Jefferies Financial Group Inc. | Add +1195.0% | 0.17% | +0.16 |
| BKNG Booking Holdings Inc. | Add +0.2% | 0.92% | +0.15 |
| KLAC KLA Corp. | Add +50.5% | 0.30% | +0.15 |
| REG Regency Centers Corp. | Add +773.5% | 0.17% | +0.15 |
| MCO Moody's Corp. | Add +27.0% | 0.37% | +0.15 |
| LGN Legence Corp. Class A | Add +2209.7% | 0.15% | +0.14 |
| MDB Mongodb Inc. | Add +70.0% | 0.22% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +31.6% | 0.38% | +0.14 |
| KO The Coca-Cola Co. | Add +8.9% | 0.49% | +0.13 |
| CRH CRH PLC | Add +18.8% | 0.38% | +0.13 |
| DXCM Dexcom Inc. | Add +61.6% | 0.26% | +0.12 |
| TKO Tko Group Holdings Inc. | Add +18.4% | 0.37% | +0.12 |
| CLS Celestica Inc. | Add +58.3% | 0.21% | +0.12 |
| CRDO Credo Technology Group Holdi | Add +806.6% | 0.13% | +0.12 |
| QXO Qxo Inc. | Add +75.4% | 0.21% | +0.11 |
| JCI Johnson Controls Internation | Add +18.7% | 0.30% | +0.11 |
| NEE Nextera Energy Inc. | Add +21.1% | 0.29% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +3643.8% | 0.10% | +0.10 |
| HEI Heico Corp. | Add +40.9% | 0.23% | +0.10 |
| EMB iShares JP Morgan Usd Emergi | Add +31.6% | 0.25% | +0.10 |
| BIP Brookfield Infrastructure Pa | Add +0.1% | 0.44% | +0.10 |
| RGLD Royal Gold Inc. | Add +161.9% | 0.13% | +0.09 |
| JNJ Johnson & Johnson | Add +58.9% | 0.16% | +0.08 |
Options Activity Q3 2025 → Q4 2025
| STATE STR SPDR S&P 500 ETF T | put | Add +230.3% | 31,530 | $8.9M |
| MICRON TECHNOLOGY INC | call | New | 1,903 | $1.3M |
| VANECK ETF TRUST | put | Sold out | 9,825 | $989Kbefore exit |
| SELECT SECTOR SPDR TR | put | Add +140.0% | 25,900 | $955K |
| DEXCOM INC | call | New | 14,022 | $888K |
| NVIDIA CORPORATION | call | New | 3,981 | $702K |
| STATE STR SPDR S&P 500 ETF T | call | Sold out | 200 | $502Kbefore exit |
| INVESCO QQQ TR | put | Reduce -92.8% | 500 | $343K |
| MERCK & CO INC | call | Sold out | 720 | $308Kbefore exit |
| UNITEDHEALTH GROUP INC | call | Sold out | 143 | $298Kbefore exit |
| INVESCO QQQ TR | call | Sold out | 147 | $295Kbefore exit |
| ADVANCED MICRO DEVICES INC | call | Sold out | 848 | $276Kbefore exit |
| FIRST SOLAR INC | call | Sold out | 80 | $231Kbefore exit |
| ISHARES TR | put | New | 44,560 | $152K |
| THERMO FISHER SCIENTIFIC INC | call | Sold out | 60 | $135Kbefore exit |
| KRANESHARES TRUST | call | Sold out | 400 | $83Kbefore exit |
| HUMANA INC | call | Sold out | 185 | $44Kbefore exit |
| COSTCO WHOLESALE CORPORATION | call | Sold out | 13 | $9Kbefore exit |
| SELECT SECTOR SPDR TR | call | Sold out | 50 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| IAUX.WS I-80 Gold Corp. -26 | *W EXP 11/16/202 | New | 7,000,000 | $6.4M |
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 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |