Cullen/Frost Bankers, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Cullen/Frost Bankers, Inc. reported 1,292 stock positions worth $8.0 billion. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 4.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.2%). Compared with Q1 2025, it opened 170 new positions, sold out of 148, added to 585 and reduced 317. The biggest buy was a new position in Putnam Focused LRG Cap Value (PVAL) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $8.0B (Q2 2025)
- SEC Filing
- 0000039263-25-000097 ↗ filed Jul 30, 2025
Holdings Value
Holdings 1,292 stocks · $8.0B
| MSFT Microsoft Corp. | 5.90% | 946,747 | $470.9M | Reduce -0.9% |
| AAPL Apple Inc. | 4.91% | 1,910,139 | $391.9M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.17% | 576,028 | $252.5M | Reduce -1.7% |
| NVDA Nvidia Corp. | 3.09% | 1,558,710 | $246.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.71% | 985,594 | $216.2M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 2.07% | 1,847,040 | $165.1M | Add +8.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.99% | 2,518,698 | $159.0M | Add +2.5% |
| META Meta Platforms Inc. Class A | 1.90% | 205,652 | $151.8M | Add +1.9% |
| IWF iShares Russell 1000 Growth | 1.89% | 354,183 | $150.4M | Reduce -3.3% |
| AVGO Broadcom Inc. | 1.81% | 525,269 | $144.8M | Reduce -0.7% |
| IWP iShares Russell Mid-Cap Grow | 1.66% | 956,036 | $132.6M | Add +15.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.62% | 546,104 | $129.4M | Add +12.5% |
| V Visa Inc. Class A | 1.59% | 356,203 | $126.5M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 195,543 | $120.8M | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 423,957 | $118.6M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 1.43% | 645,799 | $113.8M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.37% | 376,735 | $109.2M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 1.32% | 3,987,951 | $105.7M | Reduce -2.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.29% | 831,931 | $102.8M | Add +12.2% |
| PVAL Putnam Focused LRG Cap Value | 1.25% | 2,482,578 | $99.9M | New |
| GOOG Alphabet Inc. Class C | 1.20% | 540,599 | $95.9M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 1.16% | 164,065 | $92.2M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.14% | 92,237 | $91.3M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 1.01% | 103,839 | $80.9M | Add +1.1% |
| HD Home Depot Inc. | 0.97% | 212,000 | $77.7M | Add +1.2% |
| ORCL Oracle Corp. | 0.92% | 337,345 | $73.8M | Add +4.5% |
| ABBV Abbvie Inc. | 0.92% | 396,225 | $73.5M | Add +3.0% |
| IWD iShares Russell 1000 Value E | 0.92% | 376,947 | $73.2M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 139,143 | $67.6M | Add +2.3% |
| NOW ServiceNow Inc. | 0.81% | 62,957 | $64.7M | Reduce -1.7% |
| ETN Eaton Corp. PLC | 0.69% | 153,401 | $54.8M | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.68% | 503,355 | $54.3M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.64% | 334,983 | $51.2M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.62% | 309,801 | $49.4M | Add +1.3% |
| WMT Walmart Inc. | 0.62% | 503,602 | $49.2M | Add +2.3% |
| PM Philip Morris International | 0.62% | 269,968 | $49.2M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.59% | 35,288 | $47.3M | Add +4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 990,527 | $46.9M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.58% | 468,528 | $46.5M | Add +6.5% |
| KO The Coca-Cola Co. | 0.57% | 644,460 | $45.6M | Add +2.6% |
| BKNG Booking Holdings Inc. | 0.55% | 7,543 | $43.7M | Reduce -2.4% |
| CVX Chevron Corp. | 0.55% | 304,492 | $43.6M | Add +11.3% |
| AXP American Express Co. | 0.55% | 136,429 | $43.5M | Add +0.0% |
| GLW Corning Inc. | 0.54% | 814,925 | $42.9M | Add +3.0% |
| ISRG Intuitive Surgical Inc. | 0.54% | 78,606 | $42.7M | Add +1.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.52% | 129,276 | $41.4M | Add +0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 604,707 | $40.6M | Add +2.0% |
| UNP Union Pacific Corp. | 0.50% | 173,834 | $40.0M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.49% | 564,875 | $39.2M | Add +8.5% |
| BSX Boston Scientific Corp. | 0.49% | 361,002 | $38.8M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.47% | 237,313 | $37.8M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 744,286 | $36.8M | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 0.43% | 108,986 | $34.0M | Add +4.8% |
| ORLY O'reilly Automotive Inc. | 0.42% | 368,793 | $33.2M | No change |
| SPOT Spotify Technology SA | 0.40% | 41,941 | $32.2M | Reduce -3.5% |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 563,325 | $31.6M | Reduce -2.6% |
| MCO Moody's Corp. | 0.39% | 62,484 | $31.3M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.37% | 52,293 | $29.7M | Add +4.1% |
| GLTR Abrdn Precious Metals Basket | 0.37% | 214,960 | $29.7M | Reduce -6.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 234,714 | $29.1M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 364,245 | $28.7M | Add +1.2% |
| MCD McDonald's Corp. | 0.36% | 97,457 | $28.5M | Add +3.9% |
| ETR Entergy Corp. | 0.36% | 341,308 | $28.4M | Add +3.9% |
| LOW Lowe's Cos Inc. | 0.36% | 127,696 | $28.3M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.35% | 136,385 | $28.3M | Add +5.1% |
| ADP Automatic Data Processing | 0.35% | 91,062 | $28.1M | Add +0.6% |
| SHW The Sherwin-Williams Co. | 0.35% | 81,020 | $27.8M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.34% | 95,895 | $26.8M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.33% | 111,462 | $26.0M | Reduce -14.7% |
| DHR Danaher Corp. | 0.32% | 130,114 | $25.7M | Reduce -3.1% |
| AEP American Electric Power | 0.32% | 243,980 | $25.3M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 85,629 | $25.2M | Add +0.4% |
| SYK Stryker Corp. | 0.32% | 63,721 | $25.2M | Add +4.1% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 96,516 | $24.8M | Add +3.1% |
| TLT iShares 20+ Year Treasury BD | 0.31% | 280,436 | $24.7M | Reduce -36.7% |
| TRV The Travelers Cos Inc. | 0.31% | 91,159 | $24.4M | Add +0.3% |
| MDT Medtronic PLC | 0.30% | 276,901 | $24.1M | Reduce -2.6% |
| CB Chubb Ltd. | 0.30% | 82,576 | $23.9M | Add +0.4% |
| CRM Salesforce Inc. | 0.30% | 87,439 | $23.8M | Add +0.7% |
| ABT Abbott Laboratories | 0.29% | 171,265 | $23.3M | Add +1.1% |
| CMI Cummins Inc. | 0.29% | 69,940 | $22.9M | Add +1.0% |
| KLAC KLA Corp. | 0.28% | 25,341 | $22.7M | Add +1.7% |
| VZ Verizon Communications Inc. | 0.28% | 516,737 | $22.4M | Add +1.5% |
| ICE Intercontinental Exchange Inc. | 0.28% | 121,179 | $22.2M | Add +3.0% |
| BX Blackstone Inc. | 0.28% | 147,094 | $22.0M | Add +2.9% |
| UBER Uber Technologies Inc. | 0.28% | 235,237 | $21.9M | Add +0.4% |
| ADBE Adobe Inc. | 0.27% | 56,324 | $21.8M | Reduce -1.6% |
| CP Canadian Pacific Kansas City | 0.27% | 270,647 | $21.5M | Reduce -4.2% |
| CME Cme Group Inc. | 0.26% | 76,617 | $21.1M | Add +2.2% |
| COP Conocophillips | 0.26% | 234,928 | $21.1M | Add +2.4% |
| VLO Valero Energy Corp. | 0.26% | 155,423 | $20.9M | Add +2.4% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 189,534 | $20.9M | Reduce -0.2% |
| EVRG Evergy Inc. | 0.26% | 297,079 | $20.5M | Add +6.6% |
| TMUS T-Mobile US Inc. | 0.25% | 85,225 | $20.3M | Add +3.1% |
| MRVL Marvell Technology Inc. | 0.25% | 261,011 | $20.2M | Reduce -1.1% |
| HES Hess Corp. | 0.25% | 145,045 | $20.1M | Add +4.5% |
| ADI Analog Devices Inc. | 0.25% | 84,401 | $20.1M | Add +4.7% |
| WDAY Workday Inc. Class A | 0.25% | 82,916 | $19.9M | Add +0.1% |
| KKR KKR & Co. Inc. | 0.25% | 149,333 | $19.9M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.25% | 61,576 | $19.6M | Add +4.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $538 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 26 | $538 | Reduce -74.5% |
Lines left out (5) · $13 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MZTI The Marzetti Company | COM | 0 | $8 |
| MUSA Murphy USA Inc. | COM | 0 | $2 |
| EPC Edgewell Personal Care Co. | COM | 0 | $1 |
| HSTM Healthstream Inc. | COM | 0 | $1 |
| BTU Peabody Energy Corp. | COM | 0 | $1 |
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: $8.0B.
Portfolio Sells Q1 2025 → Q2 2025
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 1.32% | −0.28 |
| TLT iShares 20+ Year Treasury BD | Reduce -36.7% | 0.31% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.68% | −0.17 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.64% | −0.16 |
| OTIS Otis Worldwide Corp. | Reduce -93.7% | 0.01% | −0.15 |
| DHI D.R. Horton Inc. | Reduce -84.8% | 0.02% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 1.16% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 1.14% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -72.4% | 0.03% | −0.10 |
| WMG Warner Music Group Corp. Class A | Reduce -92.0% | 0.01% | −0.09 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.34% | −0.08 |
| GUNR NT Mstar GLBL NR ETF | Reduce -41.7% | 0.09% | −0.08 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.50% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -3.5% | 0.24% | −0.08 |
| GLOB Globant SA | Reduce -92.5% | 0.00% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.8% | 0.20% | −0.07 |
| DHR Danaher Corp. | Reduce -3.1% | 0.32% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -98.5% | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -14.7% | 0.33% | −0.06 |
| PEP Pepsico Inc. | Reduce -4.8% | 0.18% | −0.06 |
| MDT Medtronic PLC | Reduce -2.6% | 0.30% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.35% | −0.05 |
| GLTR Abrdn Precious Metals Basket | Reduce -6.7% | 0.37% | −0.05 |
| NEM Newmont Corp. | Reduce -31.3% | 0.12% | −0.04 |
| PGR Progressive Corp. | Reduce -0.7% | 0.21% | −0.04 |
| T AT&T Inc. | Reduce -5.3% | 0.23% | −0.03 |
| ADBE Adobe Inc. | Reduce -1.6% | 0.27% | −0.03 |
| INFL Horizon Kinetics Infl Benef | Reduce -28.7% | 0.06% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.1% | 1.20% | −0.03 |
| PFE Pfizer Inc. | Reduce -17.6% | 0.07% | −0.03 |
| CFR Cullen/Frost Bankers Inc. | Reduce -37.5% | 0.04% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.5% | 0.46% | −0.03 |
| ICF iShares Select U.S. REIT ETF | Reduce -11.4% | 0.10% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.7% | 0.14% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -0.9% | 0.19% | −0.03 |
| BAX Baxter International Inc. | Reduce -45.9% | 0.02% | −0.03 |
| EPD Enterprise Products Partners | Reduce -41.5% | 0.02% | −0.02 |
| GWX State Street SPDR S&P Intern | Reduce -19.7% | 0.11% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.22% | −0.02 |
| PBP Invesco S&P 500 Buywrite ETF | Reduce -41.0% | 0.02% | −0.02 |
| ZTS Zoetis Inc. | Reduce -3.5% | 0.09% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -6.5% | 0.04% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -89.6% | 0.00% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.7% | 0.14% | −0.02 |
| SONY Sony Group Corp. - SP ADR | Reduce -1.7% | 0.14% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.1% | 0.09% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.0% | 0.08% | −0.01 |
| IXC iShares Global Energy ETF | Reduce -3.7% | 0.06% | −0.01 |
| NEE Nextera Energy Inc. | Reduce 0.0% | 0.09% | −0.01 |
| PNC PNC Financial Services Group | Reduce -43.1% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| PVAL Putnam Focused LRG Cap Value | New | 1.25% | +1.25 |
| NVDA Nvidia Corp. | Add +0.7% | 3.09% | +0.74 |
| IWP iShares Russell Mid-Cap Grow | Add +15.8% | 1.66% | +0.30 |
| ORCL Oracle Corp. | Add +4.5% | 0.92% | +0.29 |
| META Meta Platforms Inc. Class A | Add +1.9% | 1.90% | +0.27 |
| NFLX Netflix Inc. | Add +4.3% | 0.59% | +0.15 |
| EFA iShares MSCI Eafe ETF | Add +8.5% | 2.07% | +0.12 |
| ETN Eaton Corp. PLC | Add +2.8% | 0.69% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.5% | 1.62% | +0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.5% | 1.99% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.71% | +0.09 |
| SNOW Snowflake Inc. | Add +35.4% | 0.15% | +0.07 |
| CARR Carrier Global Corp. | Add +51.4% | 0.19% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +313.9% | 0.08% | +0.05 |
| GE General Electric | Add +3.1% | 0.31% | +0.05 |
| DIS The Walt Disney Co. | Add +2.6% | 0.36% | +0.05 |
| KLAC KLA Corp. | Add +1.7% | 0.28% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +12.2% | 1.29% | +0.04 |
| QSR Restaurant Brands Intern | Add +90.6% | 0.11% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | Add +3.5% | 0.15% | +0.04 |
| CSCO Cisco Systems Inc. | Add +8.5% | 0.49% | +0.04 |
| SBUX Starbucks Corp. | Add +69.2% | 0.14% | +0.04 |
| INTU Intuit Inc. | Add +5.8% | 0.21% | +0.04 |
| XLK SS Technology Select Sector | Add +76.1% | 0.08% | +0.04 |
| UBER Uber Technologies Inc. | Add +0.4% | 0.28% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +39.2% | 0.14% | +0.04 |
| RPRX Royalty Pharma PLC Class A | Add +27.7% | 0.14% | +0.03 |
| C Citigroup Inc. | Add +11.8% | 0.20% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +59.0% | 0.12% | +0.03 |
| AXP American Express Co. | Add +0.0% | 0.55% | +0.03 |
| TSLA Tesla Inc. | Add +4.0% | 0.25% | +0.03 |
| GLW Corning Inc. | Add +3.0% | 0.54% | +0.03 |
| TXN Texas Instruments Inc. | Add +5.1% | 0.35% | +0.03 |
| MPWR Monolithic Power Systems Inc. | Add +17835.3% | 0.03% | +0.03 |
| ANET Arista Networks Inc. | Add +697.3% | 0.03% | +0.03 |
| TDG Transdigm Group Inc. | Add +517.3% | 0.03% | +0.03 |
| TT Trane Technologies PLC | Add +5.7% | 0.14% | +0.03 |
| LRCX Lam Research Corp. | Add +0.3% | 0.16% | +0.03 |
| AMT American Tower Corp. | Add +28.7% | 0.18% | +0.03 |
| ADI Analog Devices Inc. | Add +4.7% | 0.25% | +0.02 |
| BALL Ball Corp. | Add +79551.2% | 0.02% | +0.02 |
| DDOG Datadog Inc. Class A | Add +2.3% | 0.12% | +0.02 |
| RTX RTX Corp. | Add +11.6% | 0.22% | +0.02 |
| AMAT Applied Materials Inc. | Add +4.0% | 0.13% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.32% | +0.02 |
| CGBL Cap Group Core Balanced | Add +41.4% | 0.07% | +0.02 |
| XLF SS Financial Select Sector | Add +71.0% | 0.04% | +0.02 |
| CGDV Cap Group Dividend Value | Add +85.5% | 0.04% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +6.0% | 0.14% | +0.02 |
| CGUS Cap Group Core Equity | Add +63.6% | 0.04% | +0.02 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -74.5% | 26 | $538 |
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | Sold out | 0 | $21before exit |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | Sold out | 4 | $20before exit |
| MZTI The Marzetti Company | COM | Reduce -100.0% | 0 | $8 |
| MUSA Murphy USA Inc. | COM | Reduce -100.0% | 0 | $2 |
| HSTM Healthstream Inc. | COM | Reduce -100.0% | 0 | $1 |
| EPC Edgewell Personal Care Co. | COM | Reduce -100.0% | 0 | $1 |
| BTU Peabody Energy Corp. | COM | Reduce -100.0% | 0 | $1 |
| COFS Choiceone Financial SVCS Inc. | COM | Sold out | 0 | $0before exit |
| UUUU Energy Fuels Inc. | COM NEW | Sold out | 0 | $0before exit |
| ICFI Icf International Inc. | COM | Sold out | 0 | $0before exit |
| PRA Proassurance Corp. | COM | Sold out | 0 | $0before exit |
| RDFN Redfin Corp. | COM | Sold out | 0 | $0before exit |
| SM SM Energy Co. | COM | Sold out | 0 | $0before exit |
| BCAL California Bancorp | COM | Sold out | 0 | $0before exit |
| BIV Vanguard Intermediate-Term B | INTERMED TERM | 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 |