Cullen/Frost Bankers, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Cullen/Frost Bankers, Inc. reported 1,232 stock positions worth $6.9 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.1%). Compared with Q1 2024, it opened 326 new positions, sold out of 93, added to 330 and reduced 335. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +275%) and the biggest sale NT Mstar GLBL NR ETF (GUNR, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $6.9B (Q2 2024)
- SEC Filing
- 0000039263-24-000061 ↗ filed Aug 5, 2024
Holdings Value
Holdings 1,232 stocks · $6.9B
| MSFT Microsoft Corp. | 6.22% | 960,291 | $429.2M | Reduce -0.3% |
| AAPL Apple Inc. | 6.03% | 1,977,953 | $416.6M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.13% | 578,217 | $216.3M | Add +4.6% |
| AMZN Amazon.com Inc. | 2.75% | 984,123 | $190.2M | Reduce -3.4% |
| NVDA Nvidia Corp. | 2.73% | 1,524,589 | $188.3M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 2.21% | 419,259 | $152.8M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.73% | 655,242 | $119.4M | Add +1.6% |
| EFA iShares MSCI Eafe ETF | 1.68% | 1,481,068 | $116.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 1.54% | 578,070 | $106.0M | Reduce -2.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.53% | 1,779,506 | $105.3M | Add +274.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.47% | 186,519 | $101.5M | Reduce -3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.46% | 415,819 | $100.7M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 1.43% | 1,266,225 | $98.5M | Add +0.4% |
| V Visa Inc. Class A | 1.35% | 355,728 | $93.4M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 1.35% | 102,851 | $93.1M | Reduce -1.3% |
| TLT iShares 20+ Year Treasury BD | 1.34% | 1,011,484 | $92.8M | Add +11.6% |
| META Meta Platforms Inc. Class A | 1.29% | 176,423 | $89.0M | Add +12.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 387,946 | $84.6M | Add +6.3% |
| COST Costco Wholesale Corp. | 1.22% | 99,027 | $84.2M | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 1.18% | 737,351 | $81.4M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.15% | 392,733 | $79.4M | Reduce -2.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.14% | 693,679 | $78.7M | Add +0.5% |
| MA Mastercard Inc. Class A | 1.07% | 168,151 | $74.2M | Reduce -2.4% |
| HD Home Depot Inc. | 1.06% | 211,720 | $72.9M | Reduce -1.6% |
| AVGO Broadcom Inc. | 1.00% | 43,118 | $69.2M | Add +29.3% |
| ABBV Abbvie Inc. | 0.99% | 397,811 | $68.2M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 165,580 | $67.4M | Add +22.9% |
| XOM Exxon Mobil Corp. | 0.90% | 537,292 | $61.9M | Add +25.4% |
| IWD iShares Russell 1000 Value E | 0.83% | 329,145 | $57.4M | Add +0.0% |
| CVX Chevron Corp. | 0.83% | 366,383 | $57.3M | Reduce -21.3% |
| UNH Unitedhealth Group Inc. | 0.79% | 107,447 | $54.7M | Reduce -0.9% |
| NOW ServiceNow Inc. | 0.78% | 68,658 | $54.0M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.71% | 337,323 | $49.3M | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.67% | 203,780 | $46.1M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.66% | 227,095 | $45.2M | Reduce -0.4% |
| GUNR NT Mstar GLBL NR ETF | 0.61% | 1,057,054 | $42.4M | Reduce -45.5% |
| ETN Eaton Corp. PLC | 0.60% | 131,646 | $41.3M | Reduce -4.6% |
| KO The Coca-Cola Co. | 0.59% | 642,675 | $40.9M | Reduce -7.2% |
| PG The Procter & Gamble Co. | 0.59% | 246,651 | $40.7M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.58% | 414,648 | $40.2M | Add +6.9% |
| VWO Vanguard Ftse Emerging Marke | 0.58% | 911,362 | $39.9M | Reduce -16.0% |
| MRK Merck & Co. Inc. | 0.57% | 318,732 | $39.5M | Reduce -2.7% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 602,026 | $37.7M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 931,789 | $37.1M | Add +7.4% |
| GLTR Abrdn Precious Metals Basket | 0.50% | 335,440 | $34.5M | Reduce -6.1% |
| DHR Danaher Corp. | 0.49% | 134,819 | $33.7M | Reduce -7.5% |
| HON Honeywell International Inc. | 0.49% | 157,116 | $33.6M | Reduce -5.9% |
| BKNG Booking Holdings Inc. | 0.48% | 8,294 | $32.9M | Reduce -3.5% |
| AXP American Express Co. | 0.47% | 140,079 | $32.4M | Reduce -4.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 546,361 | $32.0M | Add +13.1% |
| ADBE Adobe Inc. | 0.46% | 57,172 | $31.8M | Reduce -7.0% |
| ISRG Intuitive Surgical Inc. | 0.46% | 71,305 | $31.7M | Add +35.7% |
| WMT Walmart Inc. | 0.45% | 463,205 | $31.4M | Reduce -3.5% |
| GLW Corning Inc. | 0.44% | 774,922 | $30.1M | Reduce -1.3% |
| ORCL Oracle Corp. | 0.44% | 212,809 | $30.0M | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.43% | 133,986 | $29.5M | Reduce -4.6% |
| PM Philip Morris International | 0.42% | 286,386 | $29.0M | Reduce -1.6% |
| BSX Boston Scientific Corp. | 0.41% | 363,448 | $28.0M | Add +3.5% |
| AMGN Amgen Inc. | 0.40% | 88,640 | $27.7M | Add +0.1% |
| CP Canadian Pacific Kansas City | 0.39% | 344,202 | $27.1M | Reduce -8.4% |
| SHW The Sherwin-Williams Co. | 0.39% | 90,216 | $26.9M | Reduce -1.6% |
| MCO Moody's Corp. | 0.39% | 63,367 | $26.7M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 0.39% | 25,243 | $26.7M | Reduce -2.7% |
| COP Conocophillips | 0.39% | 232,957 | $26.6M | Reduce -1.9% |
| ICF iShares Select U.S. REIT ETF | 0.37% | 442,787 | $25.4M | Reduce -26.7% |
| VOO Vanguard S&P 500 ETF | 0.37% | 50,456 | $25.2M | Add +6.0% |
| TXN Texas Instruments Inc. | 0.36% | 128,763 | $25.0M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.36% | 524,445 | $24.9M | Reduce -1.6% |
| VLO Valero Energy Corp. | 0.36% | 158,833 | $24.9M | Reduce -8.8% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 321,995 | $24.7M | Add +7.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.35% | 92,214 | $23.9M | Add +2.1% |
| WDAY Workday Inc. Class A | 0.34% | 105,953 | $23.7M | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.34% | 21,923 | $23.3M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 233,672 | $23.2M | Add +5.4% |
| VZ Verizon Communications Inc. | 0.32% | 527,950 | $21.8M | Reduce -7.5% |
| MDT Medtronic PLC | 0.31% | 276,264 | $21.7M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.31% | 85,234 | $21.7M | Add +0.6% |
| MRVL Marvell Technology Inc. | 0.31% | 310,427 | $21.7M | Reduce -7.5% |
| ADP Automatic Data Processing | 0.31% | 90,008 | $21.5M | Reduce -0.5% |
| CB Chubb Ltd. | 0.31% | 83,377 | $21.3M | Reduce -4.0% |
| CRM Salesforce Inc. | 0.30% | 81,561 | $21.0M | Add +22.7% |
| PEP Pepsico Inc. | 0.30% | 124,753 | $20.6M | Reduce -2.4% |
| AMD Advanced Micro Devices | 0.30% | 126,841 | $20.6M | Reduce -14.0% |
| AEP American Electric Power | 0.30% | 232,291 | $20.4M | Reduce -2.4% |
| FANG Diamondback Energy Inc. | 0.29% | 100,890 | $20.2M | Add +120.1% |
| CMCSA Comcast Corp. Class A | 0.29% | 506,835 | $19.8M | Add +0.1% |
| SYK Stryker Corp. | 0.29% | 58,068 | $19.8M | Reduce -3.7% |
| KLAC KLA Corp. | 0.28% | 23,732 | $19.6M | Add +2.4% |
| TRV The Travelers Cos Inc. | 0.27% | 92,446 | $18.8M | Reduce -10.6% |
| CMI Cummins Inc. | 0.27% | 67,588 | $18.7M | Add +6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 361,057 | $18.1M | Add +7.6% |
| ABT Abbott Laboratories | 0.26% | 172,962 | $18.0M | Reduce -33.7% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 193,617 | $17.9M | Add +2.1% |
| IVE iShares S&P 500 Value ETF | 0.25% | 96,226 | $17.5M | Add +1.5% |
| DD Dupont DE Nemours Inc. | 0.25% | 216,759 | $17.4M | Add +5.5% |
| NFLX Netflix Inc. | 0.25% | 25,527 | $17.2M | Add +5.8% |
| ETR Entergy Corp. | 0.25% | 159,381 | $17.1M | Add +0.9% |
| ADI Analog Devices Inc. | 0.25% | 74,445 | $17.0M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 153,207 | $16.9M | Add +0.5% |
| BX Blackstone Inc. | 0.24% | 135,713 | $16.8M | Add +3.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4K (not counted above)
Lines left out (2) · $22 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TLH iShares 10-20 Year Treasury | 10-20 YR TRS ETF | 0 | $17 |
| MLAB Mesa Laboratories Inc. | COM | 0 | $5 |
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: $6.9B.
Portfolio Sells Q1 2024 → Q2 2024
| GUNR NT Mstar GLBL NR ETF | Reduce -45.5% | 0.61% | −0.56 |
| SBUX Starbucks Corp. | Reduce -70.0% | 0.13% | −0.38 |
| CVX Chevron Corp. | Reduce -21.3% | 0.83% | −0.26 |
| ZTS Zoetis Inc. | Reduce -63.0% | 0.14% | −0.24 |
| CVS CVS Health Corp. | Reduce -85.5% | 0.03% | −0.24 |
| EW Edwards Lifesciences Corp. | Reduce -75.1% | 0.06% | −0.18 |
| CE Celanese Corp. | Reduce -89.2% | 0.02% | −0.18 |
| ABT Abbott Laboratories | Reduce -33.7% | 0.26% | −0.18 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.17 |
| USB US Bancorp | Reduce -78.0% | 0.04% | −0.17 |
| HD Home Depot Inc. | Reduce -1.6% | 1.06% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -2.4% | 1.07% | −0.15 |
| ICF iShares Select U.S. REIT ETF | Reduce -26.7% | 0.37% | −0.15 |
| FTV Fortive Corp. | Reduce -88.2% | 0.02% | −0.15 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -54.4% | 0.10% | −0.13 |
| V Visa Inc. Class A | Reduce -0.4% | 1.35% | −0.13 |
| RUSHB Rush Enterprises Inc. Class B | Sold out | 0.00% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -76.3% | 0.02% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -4.6% | 0.43% | −0.10 |
| UPS United Parcel Service Class B | Reduce -46.3% | 0.09% | −0.10 |
| CP Canadian Pacific Kansas City | Reduce -8.4% | 0.39% | −0.10 |
| AMD Advanced Micro Devices | Reduce -14.0% | 0.30% | −0.10 |
| EOG EOG Resources Inc. | Reduce -89.9% | 0.01% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.0% | 0.58% | −0.09 |
| WDAY Workday Inc. Class A | Reduce -1.1% | 0.34% | −0.09 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.71% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -1.6% | 0.39% | −0.08 |
| TRV The Travelers Cos Inc. | Reduce -10.6% | 0.27% | −0.08 |
| VLO Valero Energy Corp. | Reduce -8.8% | 0.36% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 1.68% | −0.08 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.67% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.57% | −0.07 |
| COP Conocophillips | Reduce -1.9% | 0.39% | −0.06 |
| PFE Pfizer Inc. | Reduce -24.3% | 0.18% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -11.4% | 0.15% | −0.05 |
| DHR Danaher Corp. | Reduce -7.5% | 0.49% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -2.7% | 0.39% | −0.05 |
| MDT Medtronic PLC | Reduce -1.0% | 0.31% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 1.15% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -4.6% | 0.60% | −0.04 |
| INTC Intel Corp. | Reduce -6.5% | 0.07% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -7.5% | 0.32% | −0.04 |
| AON Aon PLC Class A | Reduce -2.8% | 0.19% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -7.5% | 0.31% | −0.04 |
| KO The Coca-Cola Co. | Reduce -7.2% | 0.59% | −0.04 |
| SYK Stryker Corp. | Reduce -3.7% | 0.29% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 0.36% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.30% | −0.03 |
| GIS General Mills Inc. | Reduce -59.0% | 0.02% | −0.03 |
| OMC Omnicom Group | Reduce -3.3% | 0.23% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| EMXC iShares MSCI Emr MRK Ex Chna | Add +274.7% | 1.53% | +1.12 |
| AVGO Broadcom Inc. | Add +29.3% | 1.00% | +0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.6% | 3.13% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 1.73% | +0.29 |
| META Meta Platforms Inc. Class A | Add +12.5% | 1.29% | +0.16 |
| FANG Diamondback Energy Inc. | Add +120.1% | 0.29% | +0.16 |
| XOM Exxon Mobil Corp. | Add +25.4% | 0.90% | +0.16 |
| ISRG Intuitive Surgical Inc. | Add +35.7% | 0.46% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.9% | 0.98% | +0.14 |
| CINF Cincinnati Financial Corp. | New | 0.13% | +0.13 |
| DDOG Datadog Inc. Class A | Add +66622.1% | 0.11% | +0.11 |
| GE General Electric | Add +296.4% | 0.14% | +0.10 |
| FAST Fastenal Co. | Add +379.6% | 0.13% | +0.10 |
| SPGI S&P Global Inc. | Add +74.3% | 0.20% | +0.09 |
| NEM Newmont Corp. | Add +142.9% | 0.12% | +0.08 |
| CLX Clorox Company | Add +1790.4% | 0.08% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +11.6% | 1.34% | +0.07 |
| BAC Bank of America Corp. | Add +7.4% | 0.54% | +0.05 |
| BSX Boston Scientific Corp. | Add +3.5% | 0.41% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +35.3% | 0.16% | +0.05 |
| ORCL Oracle Corp. | Add +1.8% | 0.44% | +0.05 |
| MAR Marriott International Class A | Add +55.4% | 0.15% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | Add +13.1% | 0.46% | +0.04 |
| KLAC KLA Corp. | Add +2.4% | 0.28% | +0.04 |
| BLDR Builders Firstsource Inc. | Add +2437.8% | 0.04% | +0.04 |
| TXN Texas Instruments Inc. | Add +1.3% | 0.36% | +0.03 |
| UBER Uber Technologies Inc. | Add +26.2% | 0.24% | +0.03 |
| NFLX Netflix Inc. | Add +5.8% | 0.25% | +0.03 |
| SPOT Spotify Technology SA | Add +1.9% | 0.20% | +0.03 |
| AMGN Amgen Inc. | Add +0.1% | 0.40% | +0.03 |
| PB Prosperity Bancshares Inc. | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.0% | 0.37% | +0.03 |
| GLOB Globant SA | Add +47.4% | 0.12% | +0.03 |
| LRCX Lam Research Corp. | Add +0.9% | 0.34% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +140.6% | 0.04% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +2.1% | 0.26% | +0.02 |
| H Hyatt Hotels Corp. Class A | Add +31.3% | 0.12% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +60.2% | 0.06% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +6.9% | 0.58% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.4% | 0.24% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +5.5% | 0.25% | +0.02 |
| CGDG Cap Group Dividend Growers | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +7.5% | 0.36% | +0.02 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.02% | +0.02 |
| CGBL Cap Group Core Balanced | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +0.5% | 0.24% | +0.02 |
| INTU Intuit Inc. | Add +9.2% | 0.17% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +2.1% | 0.35% | +0.01 |
| WMG Warner Music Group Corp. Class A | Add +22.6% | 0.11% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +133.0% | 0.02% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| BRZHW Breeze Holdings Acquis -CW27 | *W EXP 05/25/202 | Sold out | 69,370 | $87Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +31.6% | 100 | $4K |
| TLH iShares 10-20 Year Treasury | 10-20 YR TRS ETF | Reduce -100.0% | 0 | $17 |
| MLAB Mesa Laboratories Inc. | COM | New | 0 | $5 |
| ACRE Ares Commercial Real Estate | COM | New | 0 | $0 |
| EQBK Equity Bancshares Inc. Class A | COM CL A | New | 0 | $0 |
| OPEN Opendoor Technologies Inc. | COM | New | 0 | $0 |
| CALF PCR US SM CP CSH CWS ETF-Usd | US SM CAP CA ETF | Sold out | 0 | $0before exit |
| COWZ Pacer US Cash Cows 100 ETF | US CASH COWS 100 | Sold out | 0 | $0before exit |
| KWR Quaker Chemical Corporation | COM | New | 0 | $0 |
| RIGL Rigel Pharmaceuticals Inc. | COM | New | 0 | $0 |
| VDC Vanguard Consumer Staple ETF | CONSUM STP ETF | Sold out | 0 | $0before exit |
| VHT Vanguard Health Care ETF | HEALTH CAR ETF | Sold out | 0 | $0before exit |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | Sold out | 0 | $0before exit |
| DEM Wisdomtree Emerging Markets | EMER MKT HIGH FD | Sold out | 0 | $0before exit |
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 | 1,386 | $10.1B | AAPL, PVAL, VUG, MSFT, NVDA |
| Q1 2026 | 1,368 | $8.8B | AAPL, PVAL, MSFT, NVDA, VUG |
| Q4 2025 | 1,446 | $9.1B | AAPL, MSFT, PVAL, NVDA, VUG |
| Q3 2025 | 1,311 | $8.6B | AAPL, MSFT, NVDA, VUG, PVAL |
| Q2 2025 | 1,292 | $8.0B | MSFT, AAPL, VUG, NVDA, AMZN |
| Q1 2025 | 1,274 | $7.1B | AAPL, MSFT, VUG, AMZN, NVDA |
| Q4 2024 | 1,338 | $7.3B | AAPL, MSFT, VUG, AMZN, NVDA |
| Q3 2024 | 1,205 | $7.3B | AAPL, MSFT, VUG, NVDA, AMZN |
| Q2 2024 | 1,232 | $6.9B | MSFT, AAPL, VUG, AMZN, NVDA |
| Q1 2024 | 991 | $6.7B | MSFT, AAPL, VUG, AMZN, IWF |