Cullen/Frost Bankers, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Cullen/Frost Bankers, Inc. reported 1,446 stock positions worth $9.1 billion. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Putnam Focused LRG Cap Value (PVAL, 3.4%). Compared with Q3 2025, it opened 227 new positions, sold out of 91, added to 693 and reduced 334. The biggest buy was a new position in Nylim Winslow Large Cap Grow (IWLG) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $9.1B (Q4 2025)
- SEC Filing
- 0000039263-26-000012 ↗ filed Feb 6, 2026
Holdings Value
Holdings 1,446 stocks · $9.1B
| AAPL Apple Inc. | 5.65% | 1,889,776 | $513.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.82% | 905,532 | $437.9M | Reduce -2.4% |
| PVAL Putnam Focused LRG Cap Value | 3.44% | 6,852,855 | $312.3M | Add +17.3% |
| NVDA Nvidia Corp. | 3.32% | 1,616,358 | $301.5M | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.28% | 610,480 | $297.8M | Add +5.7% |
| AMZN Amazon.com Inc. | 2.38% | 936,301 | $216.1M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.23% | 648,165 | $202.9M | Add +2.9% |
| IWP iShares Russell Mid-Cap Grow | 2.17% | 1,439,846 | $197.2M | Add +20.5% |
| EFA iShares MSCI Eafe ETF | 2.06% | 1,951,231 | $187.4M | Add +3.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.04% | 2,555,605 | $185.7M | Reduce -2.1% |
| AVGO Broadcom Inc. | 1.94% | 510,358 | $176.6M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 1.80% | 346,021 | $163.8M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.74% | 504,885 | $158.4M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.61% | 567,959 | $146.5M | Add +2.0% |
| META Meta Platforms Inc. Class A | 1.51% | 207,361 | $136.9M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.47% | 196,075 | $133.7M | Add +6.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.41% | 441,169 | $128.0M | Add +4.4% |
| V Visa Inc. Class A | 1.36% | 352,552 | $123.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 1.23% | 103,672 | $111.4M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.22% | 344,281 | $110.9M | Reduce -5.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.20% | 831,369 | $109.4M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 1.12% | 1,021,078 | $102.0M | Add +113.4% |
| IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E | 1.12% | 1,877,835 | $101.8M | New |
| MA Mastercard Inc. Class A | 1.01% | 161,033 | $91.9M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.93% | 403,058 | $84.8M | Add +6.1% |
| ABBV Abbvie Inc. | 0.92% | 365,525 | $83.5M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.86% | 90,432 | $78.0M | Reduce -1.1% |
| GLW Corning Inc. | 0.78% | 814,687 | $71.3M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 132,228 | $66.5M | Reduce -2.6% |
| CVX Chevron Corp. | 0.72% | 427,741 | $65.2M | Add +1.5% |
| JNJ Johnson & Johnson | 0.72% | 314,253 | $65.0M | Reduce -3.5% |
| ORCL Oracle Corp. | 0.71% | 329,528 | $64.2M | Reduce -2.6% |
| HD Home Depot Inc. | 0.68% | 178,464 | $61.4M | Reduce -11.9% |
| WMT Walmart Inc. | 0.64% | 520,544 | $58.0M | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 1,029,767 | $56.6M | Add +4.4% |
| XOM Exxon Mobil Corp. | 0.62% | 470,601 | $56.6M | Reduce -3.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.59% | 729,561 | $53.7M | Add +24.4% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 1,847,216 | $50.7M | Reduce -38.1% |
| AXP American Express Co. | 0.56% | 136,557 | $50.5M | Add +1.0% |
| ETN Eaton Corp. PLC | 0.55% | 156,127 | $49.7M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.54% | 639,730 | $49.3M | Add +8.6% |
| ISRG Intuitive Surgical Inc. | 0.52% | 83,822 | $47.5M | Add +2.1% |
| NOW ServiceNow Inc. | 0.51% | 300,653 | $46.1M | Reduce -2.1% |
| PM Philip Morris International | 0.50% | 283,375 | $45.5M | Add +1.8% |
| KO The Coca-Cola Co. | 0.47% | 615,725 | $43.0M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.43% | 7,230 | $38.7M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.43% | 412,797 | $38.7M | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 712,348 | $38.3M | Add +2.2% |
| GLTR Abrdn Precious Metals Basket | 0.42% | 185,256 | $38.1M | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.40% | 255,481 | $36.6M | Reduce -5.1% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 447,395 | $35.3M | Add +11.5% |
| ETR Entergy Corp. | 0.38% | 374,567 | $34.6M | Add +8.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 420,126 | $33.9M | Add +142.5% |
| CMI Cummins Inc. | 0.37% | 65,954 | $33.7M | Reduce -3.1% |
| BSX Boston Scientific Corp. | 0.37% | 352,666 | $33.6M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 109,004 | $33.6M | Add +5.4% |
| ORLY O'reilly Automotive Inc. | 0.37% | 363,957 | $33.2M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.36% | 51,614 | $32.4M | Add +0.3% |
| MCO Moody's Corp. | 0.35% | 61,763 | $31.6M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.34% | 69,513 | $31.3M | Add +9.1% |
| LOW Lowe's Cos Inc. | 0.34% | 126,408 | $30.5M | Reduce -0.1% |
| AEP American Electric Power | 0.34% | 264,353 | $30.5M | Add +8.1% |
| KLAC KLA Corp. | 0.33% | 24,617 | $29.9M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.33% | 97,293 | $29.7M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 257,924 | $29.3M | Add +6.3% |
| QCOM Qualcomm Inc. | 0.32% | 170,630 | $29.2M | Reduce -4.1% |
| DHR Danaher Corp. | 0.32% | 126,792 | $29.0M | Reduce -0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.31% | 107,158 | $27.7M | Reduce -15.0% |
| C Citigroup Inc. | 0.30% | 231,928 | $27.1M | Add +12.5% |
| UNP Union Pacific Corp. | 0.29% | 113,019 | $26.1M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 87,138 | $25.8M | Reduce -1.9% |
| SHW The Sherwin-Williams Co. | 0.28% | 79,161 | $25.7M | Reduce -2.5% |
| TRV The Travelers Cos Inc. | 0.28% | 87,857 | $25.5M | Reduce -2.2% |
| CB Chubb Ltd. | 0.28% | 80,792 | $25.2M | Add +1.0% |
| MDT Medtronic PLC | 0.28% | 260,641 | $25.0M | Reduce -1.8% |
| AMGN Amgen Inc. | 0.27% | 76,001 | $24.9M | Reduce -12.4% |
| UNH Unitedhealth Group Inc. | 0.27% | 73,514 | $24.3M | Reduce -7.5% |
| SPOT Spotify Technology SA | 0.27% | 41,526 | $24.1M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.26% | 135,532 | $23.5M | Reduce -1.4% |
| SYK Stryker Corp. | 0.26% | 66,826 | $23.5M | Add +3.5% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 188,983 | $23.3M | Add +0.3% |
| VLO Valero Energy Corp. | 0.26% | 142,748 | $23.2M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 149,963 | $23.0M | Add +1.2% |
| EVRG Evergy Inc. | 0.25% | 316,511 | $22.9M | Add +4.9% |
| MRK Merck & Co. Inc. | 0.25% | 215,997 | $22.7M | Reduce -4.3% |
| ADP Automatic Data Processing | 0.25% | 87,706 | $22.6M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.24% | 177,557 | $22.2M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 38,315 | $22.2M | Add +7.8% |
| BX Blackstone Inc. | 0.24% | 142,064 | $21.9M | Reduce -2.1% |
| RTX RTX Corp. | 0.24% | 119,306 | $21.9M | Add +0.3% |
| ANET Arista Networks Inc. | 0.24% | 166,965 | $21.9M | Add +3.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.24% | 68,516 | $21.6M | Add +52.7% |
| ICE Intercontinental Exchange Inc. | 0.24% | 133,056 | $21.5M | Add +7.3% |
| LRCX Lam Research Corp. | 0.23% | 124,531 | $21.3M | Reduce -1.5% |
| COP Conocophillips | 0.23% | 225,704 | $21.1M | Reduce -1.5% |
| RPRX Royalty Pharma PLC Class A | 0.23% | 546,350 | $21.1M | Add +19.5% |
| VZ Verizon Communications Inc. | 0.23% | 507,685 | $20.7M | Reduce -1.6% |
| CME Cme Group Inc. | 0.23% | 75,045 | $20.5M | Reduce -0.4% |
| HON Honeywell International Inc. | 0.23% | 105,022 | $20.5M | Reduce -2.0% |
| KKR KKR & Co. Inc. | 0.21% | 152,830 | $19.5M | Add +1.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 62 | $1K | No change |
Lines left out (10) · $54 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| CALM Cal-Maine Foods Inc. | COM NEW | 0 | $31 |
| WASH Washington Trust Bancorp | COM | 0 | $8 |
| MZTI The Marzetti Company | COM | 0 | $7 |
| MUSA Murphy USA Inc. | COM | 0 | $2 |
| BMI Badger Meter Inc. | COM | 0 | $1 |
| EPC Edgewell Personal Care Co. | COM | 0 | $1 |
| EVTC Evertec Inc. | COM | 0 | $1 |
| HSTM Healthstream Inc. | COM | 0 | $1 |
| DRS Leonardo DRS Inc. | COM | 0 | $1 |
| MATX Matson Inc. | 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: $9.1B.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -2.4% | 4.82% | −0.76 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.71% | −0.40 |
| SCHD Schwab US DVD Equity ETF | Reduce -38.1% | 0.56% | −0.39 |
| HD Home Depot Inc. | Reduce -11.9% | 0.68% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 1.51% | −0.27 |
| DD Dupont DE Nemours Inc. | Reduce -81.6% | 0.02% | −0.18 |
| ETN Eaton Corp. PLC | Reduce -4.0% | 0.55% | −0.16 |
| NOW ServiceNow Inc. | Reduce -2.1% | 0.51% | −0.15 |
| AJG Arthur J Gallagher & Co. | Reduce -15.0% | 0.31% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.86% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -5.4% | 1.22% | −0.11 |
| ABBV Abbvie Inc. | Reduce -4.4% | 0.92% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 1.80% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -0.9% | 0.37% | −0.09 |
| PINS Pinterest Inc. Class A | Reduce -96.7% | 0.00% | −0.09 |
| FISV Fiserv Inc. | Reduce -99.2% | 0.00% | −0.09 |
| DLR Digital Realty Trust Inc. | Reduce -52.9% | 0.06% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.40% | −0.08 |
| SPOT Spotify Technology SA | Reduce -1.2% | 0.27% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 1.01% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.73% | −0.06 |
| GWX State Street SPDR S&P Intern | Reduce -58.0% | 0.04% | −0.06 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.25% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 0.20% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.4% | 1.20% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Reduce -27.4% | 0.09% | −0.05 |
| AVGO Broadcom Inc. | Reduce -1.9% | 1.94% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -7.5% | 0.27% | −0.05 |
| NKE Nike Inc. Class B | Reduce -33.1% | 0.07% | −0.05 |
| FAST Fastenal Co. | Reduce -3.6% | 0.14% | −0.05 |
| BX Blackstone Inc. | Reduce -2.1% | 0.24% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -7.1% | 0.17% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -2.5% | 0.28% | −0.04 |
| V Visa Inc. Class A | Reduce -0.3% | 1.36% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -30.3% | 0.07% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.6% | 0.20% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -2.2% | 0.43% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.23% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.23% | −0.04 |
| T AT&T Inc. | Reduce -1.6% | 0.16% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -1.4% | 0.26% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.34% | −0.03 |
| CUBE Cubesmart | Reduce -62.5% | 0.02% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -25.5% | 0.08% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -0.8% | 0.37% | −0.03 |
| LIN Linde PLC | Reduce -4.5% | 0.14% | −0.03 |
| ADI Analog Devices Inc. | Reduce -18.1% | 0.19% | −0.03 |
| CARR Carrier Global Corp. | Reduce -5.5% | 0.12% | −0.03 |
| VLO Valero Energy Corp. | Reduce -1.6% | 0.26% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -42.5% | 0.04% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| IWLG Nylim Winslow Large Cap Grow | New | 1.12% | +1.12 |
| AGG iShares Core U.S. Aggregate | Add +113.4% | 1.12% | +0.56 |
| PVAL Putnam Focused LRG Cap Value | Add +17.3% | 3.44% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +2.9% | 2.23% | +0.45 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +142.5% | 0.37% | +0.21 |
| IWP iShares Russell Mid-Cap Grow | Add +20.5% | 2.17% | +0.19 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.11% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | Add +24.4% | 0.59% | +0.10 |
| BIRK Birkenstock Holding PLC | New | 0.10% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +2.1% | 0.52% | +0.10 |
| BROS Dutch Bros Inc. Class A | New | 0.09% | +0.09 |
| USHY iShares Broad Usd High Yield | Add +23125.1% | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +3498.5% | 0.09% | +0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +52.7% | 0.24% | +0.08 |
| CSCO Cisco Systems Inc. | Add +8.6% | 0.54% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +127.3% | 0.13% | +0.07 |
| GEV GE Vernova Inc. | Add +44.3% | 0.21% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +68.2% | 0.17% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +52.9% | 0.21% | +0.06 |
| MUB iShares National Muni Bond E | Add +1674.3% | 0.07% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.7% | 3.28% | +0.06 |
| C Citigroup Inc. | Add +12.5% | 0.30% | +0.05 |
| PLD Prologis Inc. | Add +46.8% | 0.14% | +0.05 |
| AMD Advanced Micro Devices | Add +2.1% | 0.21% | +0.05 |
| RPRX Royalty Pharma PLC Class A | Add +19.5% | 0.23% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +7.8% | 0.24% | +0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +15.2% | 0.11% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 1.47% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +6.1% | 0.93% | +0.03 |
| DG Dollar General Corp. | Add +41.6% | 0.08% | +0.03 |
| AXP American Express Co. | Add +1.0% | 0.56% | +0.03 |
| MSDL Morgan Stanley Direct Lendin | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +4.4% | 0.62% | +0.03 |
| WMT Walmart Inc. | Add +2.7% | 0.64% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +437.7% | 0.03% | +0.03 |
| CHD Church & Dwight Co. Inc. | New | 0.03% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.9% | 0.16% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +22.8% | 0.16% | +0.02 |
| CGBL Cap Group Core Balanced | Add +33.1% | 0.10% | +0.02 |
| MAR Marriott International Class A | Add +1.5% | 0.17% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +17.9% | 0.18% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +11.5% | 0.39% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +207.1% | 0.03% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +45.1% | 0.09% | +0.02 |
| BA The Boeing Co. | Add +61.8% | 0.05% | +0.02 |
| H Hyatt Hotels Corp. Class A | Add +6.6% | 0.15% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +33.5% | 0.08% | +0.02 |
| CGGE Cap Group Global Eq | Add +24.7% | 0.10% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +101.9% | 0.03% | +0.02 |
| AEP American Electric Power | Add +8.1% | 0.34% | +0.02 |
Notes & Other Activity Q3 2025 → Q4 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 1,842 | $144before exit |
| CALM Cal-Maine Foods Inc. | COM NEW | Reduce -100.0% | 0 | $31 |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Sold out | 492 | $9before exit |
| EVTC Evertec Inc. | COM | Reduce -100.0% | 0 | $1 |
| DRS Leonardo DRS Inc. | COM | Reduce -100.0% | 0 | $1 |
| MATX Matson Inc. | COM | Reduce -100.0% | 0 | $1 |
| TWO Two Harbors Investment Corp. | COM | Reduce -100.0% | 0 | $0 |
| SJNK SS SPDR BB St Hi Yield ETF | ST TERM HIGH ETF | New | 0 | $0 |
| ITRN Ituran Location and Control | SHS | New | 0 | $0 |
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 |