Cim, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed January 16, 2025), Cim, LLC reported 164 stock positions worth $694.2 million. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Progressive (PGR, 4.0%) and Meta Platforms Class A (META, 3.9%). Compared with Q2 2024, it opened 8 new positions, sold out of 2, added to 42 and reduced 85. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Elf Beauty (ELF, shares −42%).

Most Recent 13F
Q2 2026
Location
ALBANY, NY
CIK
0001364725
Portfolio Value
$694.2M (Q3 2024)
SEC Filing
0001364725-25-000001 ↗ filed Jan 16, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $660.9M Q1 2024 Q2 2024: $665.2M Q2 2024 Q3 2024: $694.2M $694.2M Q3 2024 Q4 2024: $702.1M Q4 2024 Q1 2025: $673.1M Q1 2025 Q2 2025: $742.8M Q2 2025 Q3 2025: $764.6M Q3 2025 Q4 2025: $762.7M Q4 2025 Q1 2026: $691.7M Q1 2026 Q2 2026: $773.2M Q2 2026

Holdings 164 stocks · $694.2M

NVDA Nvidia Corp. 4.80% 274,452 $33.3M Reduce -0.4%
PGR Progressive Corp. 4.01% 109,732 $27.8M Reduce -0.3%
META Meta Platforms Inc. Class A 3.92% 47,586 $27.2M Reduce -0.3%
NVO Novo-Nordisk A/S-Spons ADR 3.78% 220,416 $26.2M Add +0.0%
ISTB iShares Core 1-5 Year Usd Bo 3.64% 519,439 $25.3M Add +0.1%
CMG Chipotle Mexican Grill Inc. 3.63% 437,251 $25.2M Add +0.0%
GOOGL Alphabet Inc. Class A 3.53% 147,729 $24.5M Add +0.0%
UNH Unitedhealth Group Inc. 3.22% 38,186 $22.3M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 3.12% 47,106 $21.7M Reduce -0.1%
TSCO Tractor Supply Company 3.03% 72,351 $21.0M Reduce -0.0%
INTU Intuit Inc. 2.87% 32,032 $19.9M Reduce -0.0%
COST Costco Wholesale Corp. 2.84% 22,271 $19.7M Add +0.0%
AAPL Apple Inc. 2.82% 83,976 $19.6M Reduce -0.3%
MA Mastercard Inc. Class A 2.82% 39,589 $19.5M Reduce 0.0%
SNPS Synopsys Inc. 2.81% 38,571 $19.5M Reduce -5.1%
AMZN Amazon.com Inc. 2.80% 104,350 $19.4M Add +0.1%
CPRT Copart Inc. 2.47% 326,708 $17.1M Add +0.1%
TIP iShares Tips Bond ETF 2.33% 146,651 $16.2M Add +0.1%
MNST Monster Beverage Corp. 2.29% 304,168 $15.9M Add +0.1%
ISRG Intuitive Surgical Inc. 2.22% 31,366 $15.4M Reduce -1.2%
BKNG Booking Holdings Inc. 1.86% 3,072 $12.9M Reduce -0.2%
EW Edwards Lifesciences Corp. 1.78% 187,062 $12.3M Add +0.2%
TTC Toro Co. 1.68% 134,661 $11.7M Reduce -6.7%
BKLN Invesco Senior Loan ETF 1.43% 473,409 $9.9M Add +0.2%
MBB iShares MBS ETF 1.37% 99,588 $9.5M Add +0.0%
PYPL PayPal Holdings Inc. 1.11% 98,513 $7.7M Add +0.1%
PGF Invesco Financial Preferred 0.92% 407,643 $6.4M Add +0.3%
LEN Lennar Corp. Class A 0.80% 29,490 $5.5M Reduce -3.1%
RAVI NT Ultrashrt Fi ETF 0.76% 69,377 $5.2M Add +0.5%
MSFT Microsoft Corp. 0.74% 11,988 $5.2M Add +0.1%
PDBC Invesco Optimum Yield Divers 0.68% 349,116 $4.7M Add +0.5%
MINT PIMCO Enhanced Short Maturit 0.61% 41,743 $4.2M Add +0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.59% 44,633 $4.1M Add +0.1%
USFR Wisdomtree Floating Rate Tre 0.59% 81,192 $4.1M Add +0.3%
TMV Dir Da 20+YR Tre Be 3X ETF-U 0.57% 136,673 $4.0M Add +0.8%
IVV iShares Core S&P 500 ETF 0.57% 6,820 $3.9M Reduce -0.1%
AOS Smith (a.o.) Corp. 0.53% 40,656 $3.7M Reduce -0.3%
CHD Church & Dwight Co. Inc. 0.51% 33,923 $3.6M Reduce -0.2%
CWB SS SPDR BB Conv Sec ETF 0.46% 41,911 $3.2M Add +0.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.45% 38,761 $3.1M Add +0.1%
XOM Exxon Mobil Corp. 0.45% 26,516 $3.1M No change
DOCS Doximity Inc. Class A 0.44% 70,454 $3.1M Add +0.8%
DECK Deckers Outdoor Corp. 0.43% 18,820 $3.0M Reduce -2.4%
MPWR Monolithic Power Systems Inc. 0.43% 3,236 $3.0M Reduce -2.9%
ELS Equity Lifestyle Properties 0.43% 41,507 $3.0M Reduce -0.2%
NEE Nextera Energy Inc. 0.41% 33,276 $2.8M Reduce -0.6%
SHW The Sherwin-Williams Co. 0.40% 7,286 $2.8M Reduce -0.5%
MEDP Medpace Holdings Inc. 0.38% 7,939 $2.7M Reduce -0.3%
HD Home Depot Inc. 0.38% 6,490 $2.6M Add +0.0%
PKG Packaging Corp. of America 0.37% 11,922 $2.6M Reduce -0.4%
XLF SS Financial Select Sector 0.35% 53,591 $2.4M Reduce -0.1%
ACN Accenture PLC Class A 0.33% 6,419 $2.3M Reduce -6.8%
CMC Commercial Metals Co. 0.32% 41,040 $2.3M Reduce -0.1%
SPOT Spotify Technology SA 0.31% 5,925 $2.2M Reduce -0.9%
UNP Union Pacific Corp. 0.31% 8,676 $2.1M No change
ANET Arista Networks Inc. 0.30% 5,516 $2.1M Add +0.3%
BMI Badger Meter Inc. 0.30% 9,669 $2.1M Reduce -2.9%
FIX Comfort Systems USA Inc. 0.30% 5,362 $2.1M Reduce -1.3%
GD General Dynamics Corp. 0.30% 6,907 $2.1M Add +0.1%
ASML ASML Holding NV-NY Reg SHS 0.29% 2,407 $2.0M Add +0.2%
TTT Proshares Ult -3X 20+ YR TSY 0.29% 33,236 $2.0M Add +0.8%
HSY The Hershey Co. 0.28% 10,247 $2.0M No change
FAST Fastenal Co. 0.28% 27,324 $2.0M Add +0.2%
ABT Abbott Laboratories 0.28% 16,894 $1.9M Add +0.3%
STEP Stepstone Group Inc. Class A 0.27% 32,467 $1.8M Add +0.1%
NKE Nike Inc. Class B 0.26% 20,398 $1.8M Add +0.6%
CTAS Cintas Corp. 0.25% 8,267 $1.7M Reduce -0.5%
YOU Clear Secure Inc. Class A 0.24% 50,347 $1.7M Add +1.0%
KNSL Kinsale Capital Group Inc. 0.23% 3,359 $1.6M Reduce -0.8%
UPS United Parcel Service Class B 0.22% 11,103 $1.5M Add +0.6%
TPL Texas Pacific Land Corp. 0.22% 1,695 $1.5M Reduce -10.6%
GNRC Generac Holdings Inc. 0.22% 9,424 $1.5M Reduce -0.9%
IOT Samsara Inc. Class A 0.21% 30,778 $1.5M Reduce -1.1%
BRO Brown & Brown Inc. 0.21% 14,277 $1.5M Reduce -3.4%
IUSG iShares Core S&P U.S. Growth 0.21% 11,020 $1.5M Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.21% 38,312 $1.4M New
FN Fabrinet 0.20% 5,931 $1.4M Reduce -0.8%
DUOL Duolingo 0.20% 4,940 $1.4M Reduce -1.9%
VRTX Vertex Pharmaceuticals Inc. 0.20% 2,951 $1.4M Add +0.1%
AXON Axon Enterprise Inc. 0.20% 3,426 $1.4M Reduce -30.8%
ODFL Old Dominion Freight Line 0.20% 6,874 $1.4M Reduce -0.6%
ACWX iShares MSCI Acwi Ex US ETF 0.19% 23,254 $1.3M No change
ROL Rollins Inc. 0.19% 26,051 $1.3M Reduce -0.8%
HIMS Hims & Hers Health Inc. 0.19% 71,175 $1.3M Reduce -0.6%
EME Emcor Group Inc. 0.19% 2,989 $1.3M New
HOOD Robinhood Markets Inc. Class A 0.19% 54,935 $1.3M New
SKX Skechers USA Inc. Class A 0.18% 18,955 $1.3M Reduce -1.3%
CMS CMS Energy Corp. 0.18% 17,722 $1.3M New
GOOG Alphabet Inc. Class C 0.18% 7,453 $1.2M No change
ACGL Arch Capital Group Ltd. 0.18% 11,070 $1.2M New
AME Ametek Inc. 0.18% 7,142 $1.2M Reduce -0.8%
CBOE Cboe Global Markets Inc. 0.17% 5,909 $1.2M Reduce -1.5%
CLS Celestica Inc. 0.17% 23,258 $1.2M Reduce -0.7%
CHE Chemed Corp. 0.17% 1,964 $1.2M Reduce -0.8%
ELF Elf Beauty Inc. 0.17% 10,641 $1.2M Reduce -41.6%
VEEV Veeva Systems Inc. Class A 0.16% 5,327 $1.1M Reduce -0.7%
POOL Pool Corp. 0.16% 2,888 $1.1M Reduce -0.7%
DT Dynatrace Inc. 0.16% 20,348 $1.1M Reduce -0.7%
QLYS Qualys Inc. 0.15% 8,242 $1.1M Reduce -0.4%
TREX Trex Company Inc. 0.15% 15,541 $1.0M Reduce -0.8%
AGCO Agco Corp. 0.14% 9,919 $971K Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,502 $862K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 1,940 $821K No change
CORT Corcept Therapeutics Inc. 0.10% 15,443 $715K Reduce -2.9%
AAON Aaon Inc. 0.10% 6,544 $706K Reduce -2.4%
DXCM Dexcom Inc. 0.10% 10,512 $705K Reduce -0.6%
IVW iShares S&P 500 Growth ETF 0.10% 6,968 $667K No change
CSW CSW Industrials Inc. 0.09% 1,795 $658K Reduce -5.5%
NSIT Insight Enterprises Inc. 0.09% 2,937 $633K Reduce -1.9%
LRN Stride Inc. 0.08% 6,837 $583K Reduce -0.8%
IVE iShares S&P 500 Value ETF 0.08% 2,880 $568K No change
CPRX Catalyst Pharmaceuticals Inc. 0.08% 27,067 $538K Reduce -0.7%
HRMY Harmony Biosciences Holdings 0.08% 13,304 $532K Reduce -1.6%
LGIH Lgi Homes Inc. 0.07% 4,293 $509K Reduce -0.6%
IRMD Iradimed Corp. 0.07% 10,003 $503K Reduce -0.8%
AGYS Agilysys Inc. 0.07% 4,506 $491K New
MGRC McGrath Rentcorp 0.07% 4,610 $485K Reduce -0.6%
AMPH Amphastar Pharmaceuticals Inc. 0.07% 9,952 $483K Reduce -0.6%
CRC California Resources Corp. 0.07% 8,963 $470K Reduce -0.8%
AGNT Agnt Inc. filed as EXP WORLD HLDGS INC 0.07% 33,030 $465K Reduce -0.8%
NSSC Napco Security Technologies 0.07% 11,267 $456K Reduce -0.7%
AWR American States Water Co. filed as AMER STATES WTR CO 0.06% 5,343 $445K New
IUSV iShares Core S&P U.S. Value 0.06% 4,611 $440K No change
CGGR Cap Group Growth Equity 0.06% 12,445 $433K Add +3.0%
ASPN Aspen Aerogels Inc. 0.06% 14,965 $414K Reduce -0.7%
RXST Rxsight Inc. 0.06% 7,860 $389K Reduce -0.7%
TSLA Tesla Inc. 0.05% 1,454 $380K Reduce -1.4%
UFPT Ufp Technologies Inc. 0.05% 1,166 $369K Reduce -9.4%
VOO Vanguard S&P 500 ETF 0.05% 692 $365K Add +37.6%
V Visa Inc. Class A 0.05% 1,327 $365K No change
BCC Boise Cascade Co. 0.05% 2,569 $362K Reduce -1.6%
IJR iShares Core S&P Small-Cap E 0.05% 3,073 $359K Add +3.3%
ORCL Oracle Corp. 0.05% 2,104 $359K No change
SBUX Starbucks Corp. 0.05% 3,649 $356K No change
MHO M/I Homes Inc. 0.05% 2,042 $350K Reduce -5.5%
ACMR Acm Research Inc. Class A 0.05% 16,674 $338K Reduce -0.7%
POWL Powell Industries Inc. 0.05% 1,464 $325K Reduce -1.4%
IJS iShares S&P Small-Cap 600 Va 0.05% 2,926 $315K No change
CYBR Cyberark Software Ltd./Israel 0.05% 1,079 $315K No change
SPXC SPX Technologies Inc. 0.04% 1,936 $309K Reduce -2.2%
TT Trane Technologies PLC 0.04% 785 $305K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 1,651 $287K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 270 $280K No change
UFPI Ufp Industries Inc. 0.04% 2,125 $279K No change
AVAV Aerovironment Inc. 0.04% 1,387 $278K No change
SKWD Skyward Specialty Insurance 0.04% 6,783 $276K Reduce -1.4%
WDFC WD-40 Co. 0.04% 1,043 $269K Reduce -1.7%
SAIA Saia Inc. 0.04% 588 $257K Reduce -1.0%
VSS Vanguard Ftse All Wo X-US SC 0.04% 1,963 $247K No change
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.04% 7,109 $244K Add +2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 1,097 $243K No change
VITL Vital Farms Inc. 0.03% 6,879 $241K Reduce -1.3%
COCO The Vita Coco Co. Inc. 0.03% 8,472 $240K Reduce -1.4%
LIN Linde PLC 0.03% 500 $238K No change
CWAN Clearwater Analytics HDS-A 0.03% 9,259 $234K Add +5.4%
WHD Cactus Inc. Class A 0.03% 3,895 $232K No change
SSTI Soundthinking Inc. 0.03% 19,686 $228K Reduce -0.7%
NVR NVR Inc. 0.03% 23 $226K No change
ETD Ethan Allen Interiors Inc. 0.03% 6,978 $223K No change
THO Thor Industries Inc. 0.03% 1,995 $219K No change
INSW International Seaways Inc. 0.03% 4,193 $216K Reduce -1.4%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.03% 5,570 $203K New
NNY Nuveen New York Muni Val 0.02% 14,049 $121K No change
RENALYTIX AI PLC-ADR 0.00% 11,955 $3K No change

Portfolio Sells Q2 2024 → Q3 2024

ELF Elf Beauty Inc. Reduce -41.6% 0.17% −0.20
UNH Unitedhealth Group Inc. Reduce -0.0% 3.22% −0.20
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 3.12% −0.17
DV Doubleverify Holdings Inc. Sold out 0.00% −0.14
INTU Intuit Inc. Reduce -0.0% 2.87% −0.13
PGR Progressive Corp. Reduce -0.3% 4.01% −0.12
SNPS Synopsys Inc. Reduce -5.1% 2.81% −0.10
TTC Toro Co. Reduce -6.7% 1.68% −0.09
AXON Axon Enterprise Inc. Reduce -30.8% 0.20% −0.07
ISRG Intuitive Surgical Inc. Reduce -1.2% 2.22% −0.06
ZYXIQ Zynex Inc. Sold out 0.00% −0.05
MEDP Medpace Holdings Inc. Reduce -0.3% 0.38% −0.03
CHD Church & Dwight Co. Inc. Reduce -0.2% 0.51% −0.03
ACN Accenture PLC Class A Reduce -6.8% 0.33% −0.03
ELS Equity Lifestyle Properties Reduce -0.2% 0.43% −0.03
MA Mastercard Inc. Class A Reduce 0.0% 2.82% −0.03
BRO Brown & Brown Inc. Reduce -3.4% 0.21% −0.02
LEN Lennar Corp. Class A Reduce -3.1% 0.80% −0.02
CBOE Cboe Global Markets Inc. Reduce -1.5% 0.17% −0.02
XLF SS Financial Select Sector Reduce -0.1% 0.35% −0.01
VEEV Veeva Systems Inc. Class A Reduce -0.7% 0.16% −0.01
SKX Skechers USA Inc. Class A Reduce -1.3% 0.18% −0.01
KNSL Kinsale Capital Group Inc. Reduce -0.8% 0.23% −0.01
UFPT Ufp Technologies Inc. Reduce -9.4% 0.05% −0.01
TPL Texas Pacific Land Corp. Reduce -10.6% 0.22% −0.01
ROL Rollins Inc. Reduce -0.8% 0.19% −0.01
DXCM Dexcom Inc. Reduce -0.6% 0.10% −0.01
RXST Rxsight Inc. Reduce -0.7% 0.06% −0.01
SSTI Soundthinking Inc. Reduce -0.7% 0.03% −0.01
CTAS Cintas Corp. Reduce -0.5% 0.25% −0.00
CPRX Catalyst Pharmaceuticals Inc. Reduce -0.7% 0.08% −0.00
WDFC WD-40 Co. Reduce -1.7% 0.04% −0.00
SKWD Skyward Specialty Insurance Reduce -1.4% 0.04% −0.00
AME Ametek Inc. Reduce -0.8% 0.18% −0.00
MGRC McGrath Rentcorp Reduce -0.6% 0.07% −0.00
QLYS Qualys Inc. Reduce -0.4% 0.15% −0.00
CHE Chemed Corp. Reduce -0.8% 0.17% −0.00
INSW International Seaways Inc. Reduce -1.4% 0.03% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.57% −0.00
NSIT Insight Enterprises Inc. Reduce -1.9% 0.09% −0.00
MHO M/I Homes Inc. Reduce -5.5% 0.05% −0.00
LRN Stride Inc. Reduce -0.8% 0.08% −0.00
FN Fabrinet Reduce -0.8% 0.20% −0.00
CRC California Resources Corp. Reduce -0.8% 0.07% +0.00
NEE Nextera Energy Inc. Reduce -0.6% 0.41% +0.00
SPXC SPX Technologies Inc. Reduce -2.2% 0.04% +0.00
AMPH Amphastar Pharmaceuticals Inc. Reduce -0.6% 0.07% +0.00
SAIA Saia Inc. Reduce -1.0% 0.04% +0.00
ASPN Aspen Aerogels Inc. Reduce -0.7% 0.06% +0.00
AAPL Apple Inc. Reduce -0.3% 2.82% +0.00

Portfolio Buys Q2 2024 → Q3 2024

PLTR Palantir Technologies Inc. Class A New 0.21% +0.21
EME Emcor Group Inc. New 0.19% +0.19
HOOD Robinhood Markets Inc. Class A New 0.19% +0.19
CMS CMS Energy Corp. New 0.18% +0.18
ACGL Arch Capital Group Ltd. New 0.18% +0.18
CMG Chipotle Mexican Grill Inc. Add +0.0% 3.63% +0.14
MNST Monster Beverage Corp. Add +0.1% 2.29% +0.08
AGYS Agilysys Inc. New 0.07% +0.07
DOCS Doximity Inc. Class A Add +0.8% 0.44% +0.07
AWR American States Water Co. New 0.06% +0.06
PYPL PayPal Holdings Inc. Add +0.1% 1.11% +0.04
GOOGL Alphabet Inc. Class A Add +0.0% 3.53% +0.04
CPRT Copart Inc. Add +0.1% 2.47% +0.04
ANET Arista Networks Inc. Add +0.3% 0.30% +0.03
CGDV Cap Group Dividend Value New 0.03% +0.03
HD Home Depot Inc. Add +0.0% 0.38% +0.03
YOU Clear Secure Inc. Class A Add +1.0% 0.24% +0.02
VOO Vanguard S&P 500 ETF Add +37.6% 0.05% +0.01
FAST Fastenal Co. Add +0.2% 0.28% +0.01
NKE Nike Inc. Class B Add +0.6% 0.26% +0.01
AMZN Amazon.com Inc. Add +0.1% 2.80% +0.01
MSFT Microsoft Corp. Add +0.1% 0.74% +0.01
UPS United Parcel Service Class B Add +0.6% 0.22% +0.01
TMV Dir Da 20+YR Tre Be 3X ETF-U Add +0.8% 0.57% +0.00
TTT Proshares Ult -3X 20+ YR TSY Add +0.8% 0.29% +0.00
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.21% +0.00
STEP Stepstone Group Inc. Class A Add +0.1% 0.27% +0.00
CGGR Cap Group Growth Equity Add +3.0% 0.06% +0.00
CWAN Clearwater Analytics HDS-A Add +5.4% 0.03% +0.00
IJR iShares Core S&P Small-Cap E Add +3.3% 0.05% +0.00
ASML ASML Holding NV-NY Reg SHS Add +0.2% 0.29% +0.00
CWB SS SPDR BB Conv Sec ETF Add +0.1% 0.46% +0.00
CGUS Cap Group Core Equity Add +2.4% 0.04% +0.00
PDBC Invesco Optimum Yield Divers Add +0.5% 0.68% −0.00
GD General Dynamics Corp. Add +0.1% 0.30% −0.01
ABT Abbott Laboratories Add +0.3% 0.28% −0.01
VRTX Vertex Pharmaceuticals Inc. Add +0.1% 0.20% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +0.1% 0.45% −0.01
MINT PIMCO Enhanced Short Maturit Add +0.3% 0.61% −0.02
BIL SS SPDR BB 1-3M T-Bill ETF Add +0.1% 0.59% −0.02
PGF Invesco Financial Preferred Add +0.3% 0.92% −0.02
USFR Wisdomtree Floating Rate Tre Add +0.3% 0.59% −0.02
RAVI NT Ultrashrt Fi ETF Add +0.5% 0.76% −0.03
MBB iShares MBS ETF Add +0.0% 1.37% −0.06
BKLN Invesco Senior Loan ETF Add +0.2% 1.43% −0.06
EW Edwards Lifesciences Corp. Add +0.2% 1.78% −0.08
TIP iShares Tips Bond ETF Add +0.1% 2.33% −0.08
COST Costco Wholesale Corp. Add +0.0% 2.84% −0.12
ISTB iShares Core 1-5 Year Usd Bo Add +0.1% 3.64% −0.13
NVO Novo-Nordisk A/S-Spons ADR Add +0.0% 3.78% −0.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$773.2MNVDA, ASML, GOOGL, ISTB, ANET
Q1 2026 166$691.7MNVDA, GOOGL, ISTB, EME, BRK.B
Q4 2025 171$762.7MNVDA, GOOGL, ISTB, ANET, BRK.B
Q3 2025 171$764.6MNVDA, GOOGL, ANET, META, SPOT
Q2 2025 168$742.8MNVDA, SPOT, ISTB, META, CMG
Q1 2025 159$673.1MPGR, NVDA, ISTB, BRK.B, COST
Q4 2024 165$702.1MNVDA, GOOGL, META, CMG, PGR
Q3 2024 164$694.2MNVDA, PGR, META, NVO, ISTB
Q2 2024 158$665.2MNVDA, NVO, PGR, ISTB, META
Q1 2024 153$660.9MNVDA, NVO, CMG, META, PGR