Curi Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Curi Capital, LLC reported 885 stock positions worth $6.5 billion. Its top holding was Apple (AAPL) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.7%) and Nvidia (NVDA, 2.5%). Compared with Q1 2026, it opened 116 new positions, sold out of 89, added to 324 and reduced 362. The biggest buy was Micron Technology (MU, shares +263%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001332905
- Portfolio Value
- $6.5B (Q2 2026)
- SEC Filing
- 0001172661-26-003671 ↗ filed Aug 14, 2026
Holdings Value
Holdings 885 stocks · $6.5B
| AAPL Apple Inc. | 2.94% | 656,915 | $190.1M | Reduce -1.9% |
| MSFT Microsoft Corp. | 2.67% | 463,081 | $172.7M | Reduce -4.4% |
| NVDA Nvidia Corp. | 2.48% | 802,406 | $160.6M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 2.25% | 407,173 | $145.5M | Add +2.5% |
| AMZN Amazon.com Inc. | 2.06% | 559,571 | $133.4M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.93% | 1,293,588 | $124.9M | Add +8.2% |
| JPM JPMorgan Chase & Co. | 1.89% | 373,734 | $122.3M | Reduce -8.3% |
| IVV iShares Core S&P 500 ETF | 1.47% | 127,183 | $95.2M | Reduce -8.8% |
| SCHX Schwab US Large-Cap ETF | 1.42% | 3,116,813 | $91.7M | Reduce -14.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 120,637 | $90.3M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.36% | 248,786 | $87.9M | Reduce -3.6% |
| V Visa Inc. Class A | 1.25% | 235,473 | $80.8M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 1.22% | 65,624 | $78.7M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.20% | 206,028 | $77.8M | Add +6.0% |
| AMD Advanced Micro Devices | 1.03% | 114,997 | $66.8M | Reduce -15.1% |
| AMAT Applied Materials Inc. | 0.98% | 87,589 | $63.3M | Reduce -16.4% |
| IUSV iShares Core S&P U.S. Value | 0.98% | 573,084 | $63.1M | Add +27.5% |
| IUSG iShares Core S&P U.S. Growth | 0.97% | 332,072 | $62.5M | Add +18.4% |
| PANW Palo Alto Networks Inc. | 0.88% | 167,402 | $57.1M | Reduce -11.1% |
| AME Ametek Inc. | 0.86% | 230,104 | $55.7M | Reduce -22.8% |
| DHR Danaher Corp. | 0.78% | 263,989 | $50.4M | Reduce -5.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 328,087 | $49.7M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.75% | 375,369 | $48.5M | Reduce -15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 92,674 | $46.4M | Reduce -12.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.71% | 60,381 | $46.1M | Reduce -11.2% |
| META Meta Platforms Inc. Class A | 0.71% | 80,898 | $45.6M | Reduce -0.6% |
| LUMN Lumen Technologies Inc. | 0.70% | 5,872,238 | $45.1M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 0.68% | 532,907 | $44.1M | Add +19.9% |
| GLD SPDR Gold Shares | 0.66% | 114,940 | $42.3M | Add +3.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.63% | 346,292 | $40.7M | Reduce -16.1% |
| EFA iShares MSCI Eafe ETF | 0.62% | 387,025 | $40.2M | Add +1.7% |
| MPWR Monolithic Power Systems Inc. | 0.61% | 28,553 | $39.5M | Reduce -21.3% |
| RTX RTX Corp. | 0.57% | 193,906 | $36.8M | Reduce -16.3% |
| BKNG Booking Holdings Inc. | 0.55% | 200,564 | $35.7M | Reduce -8.6% |
| CW Curtiss-Wright Corp. | 0.55% | 46,614 | $35.3M | Reduce -12.9% |
| PM Philip Morris International | 0.55% | 193,372 | $35.3M | Reduce -3.9% |
| ADI Analog Devices Inc. | 0.54% | 87,311 | $34.7M | Reduce -12.3% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 680,307 | $34.5M | Add +0.8% |
| FRT Federal Realty Invs Trust | 0.53% | 275,653 | $34.0M | Reduce -1.9% |
| WHR Whirlpool Corp. | 0.52% | 848,418 | $33.4M | Add +27.6% |
| EOG EOG Resources Inc. | 0.51% | 256,395 | $33.3M | Add +2.0% |
| HUBB Hubbell Inc. | 0.51% | 63,135 | $33.0M | Add +5.0% |
| XBI SS SPDR S&P Biotech ETF | 0.51% | 207,604 | $32.9M | Add +44.3% |
| MU Micron Technology Inc. | 0.51% | 28,433 | $32.8M | Add +262.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 116,681 | $32.8M | Add +1.6% |
| RBC RBC Bearings Inc. | 0.50% | 50,446 | $32.5M | Add +1.9% |
| CRS Carpenter Technology | 0.49% | 51,355 | $31.7M | Reduce -14.7% |
| IDXX Idexx Laboratories Inc. | 0.48% | 59,496 | $31.3M | Add +4.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.47% | 15,472 | $30.6M | Add +189.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 363,486 | $29.8M | Reduce -16.8% |
| SNPS Synopsys Inc. | 0.46% | 66,896 | $29.8M | Reduce -7.1% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 200,648 | $29.8M | Reduce -6.2% |
| AIT Applied Industrial Tech Inc. | 0.46% | 87,796 | $29.7M | Add +5.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.46% | 289,916 | $29.7M | Reduce -17.3% |
| SCHF Schwab Intl Equity ETF | 0.46% | 1,070,490 | $29.7M | Reduce -9.5% |
| CVX Chevron Corp. | 0.46% | 178,117 | $29.5M | Add +22.8% |
| EGP Eastgroup Properties Inc. | 0.45% | 143,119 | $29.1M | Add +7.6% |
| WSO Watsco Inc. | 0.45% | 69,438 | $28.9M | Add +5.8% |
| IP International Paper Co. | 0.45% | 756,053 | $28.8M | Add +7.0% |
| EXP Eagle Materials Inc. | 0.44% | 126,182 | $28.4M | Add +6.0% |
| CRH CRH PLC | 0.44% | 265,082 | $28.4M | Add +31.2% |
| INTC Intel Corp. | 0.44% | 201,994 | $28.2M | Add +1030.5% |
| WEC WEC Energy Group Inc. | 0.42% | 234,481 | $27.4M | Add +1564.0% |
| WST West Pharmaceutical Services | 0.42% | 75,808 | $27.2M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 53,292 | $26.7M | Add +14.4% |
| MDY State Street SPDR S&P Midcap | 0.41% | 37,574 | $26.5M | Reduce -1.2% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 683,104 | $25.2M | Reduce -14.5% |
| SYBT Stock Yards Bancorp Inc. | 0.39% | 324,529 | $24.9M | Add +1.0% |
| BLK BlackRock Inc. | 0.38% | 25,815 | $24.8M | Reduce -15.1% |
| NDSN Nordson Corp. | 0.38% | 80,357 | $24.3M | Reduce -45.0% |
| HBAN Huntington Bancshares Inc. | 0.37% | 1,331,201 | $23.8M | Reduce -1.3% |
| SHEL Shell PLC-ADR | 0.37% | 480,927 | $23.7M | Add +331.4% |
| FICO Fair Isaac Corp. | 0.36% | 19,534 | $23.3M | Reduce -25.4% |
| MS Morgan Stanley | 0.36% | 111,524 | $23.3M | Reduce -1.6% |
| IEX Idex Corp. | 0.36% | 102,648 | $23.3M | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 0.36% | 193,280 | $23.1M | Add +4.3% |
| CHD Church & Dwight Co. Inc. | 0.35% | 236,738 | $22.9M | New |
| JNJ Johnson & Johnson | 0.35% | 88,578 | $22.5M | Reduce -20.0% |
| DDOG Datadog Inc. Class A | 0.35% | 86,155 | $22.4M | Reduce -4.8% |
| MKSI MKS Inc. | 0.35% | 50,287 | $22.4M | Reduce -7.4% |
| IFRA iShares US Infrastructure | 0.35% | 354,087 | $22.3M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.34% | 88,110 | $22.2M | Add +2.3% |
| BCS Barclays PLC-Spons ADR | 0.34% | 2,283,137 | $22.0M | Add +694.9% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 685,875 | $21.7M | Reduce -3.3% |
| WTFC Wintrust Financial Corp. | 0.33% | 131,834 | $21.2M | Add +4.3% |
| GOLF Acushnet Holdings Corp. | 0.32% | 176,579 | $20.9M | Add +125.1% |
| VZ Verizon Communications Inc. | 0.32% | 491,236 | $20.8M | Add +75.5% |
| CSCO Cisco Systems Inc. | 0.32% | 176,290 | $20.7M | Add +37.0% |
| RRC Range Resources Corp. | 0.32% | 548,067 | $20.4M | Add +12.4% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 86,125 | $20.4M | Reduce -1.7% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.31% | 244,366 | $20.2M | Add +127.1% |
| AZN Astrazeneca PLC | 0.31% | 119,992 | $20.2M | Add +6.8% |
| TCBK Trico Bancshares | 0.31% | 373,947 | $20.1M | Add +6.0% |
| KMI Kinder Morgan Inc. | 0.31% | 628,095 | $20.1M | Reduce -13.5% |
| SBCF Seacoast Banking Corp. | 0.31% | 598,048 | $19.9M | Add +6.8% |
| TSLA Tesla Inc. | 0.31% | 46,884 | $19.7M | Add +1.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.30% | 986,652 | $19.5M | Add +145.8% |
| ING ING Groep N.V.-Sponsored ADR | 0.30% | 618,799 | $19.5M | Add +148.9% |
| NET Cloudflare Inc. Class A | 0.30% | 79,384 | $19.5M | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.30% | 47,736 | $19.4M | Reduce -8.4% |
Options reported separately and not counted above: TMO puts ($5.5M), DE puts ($3.4M), NTRS puts ($1.7M), AAPL puts ($1.5M), GOOG puts ($1.2M), SPY puts ($1.1M), SPY calls ($1.0M), TSLA puts ($925K), QQQ puts ($884K), COR puts ($849K), IBM puts ($647K), CRM puts ($486K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $4.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2,331 | $2.7M | Add +1.8% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,494 | $1.9M | Reduce -0.5% |
| HVIIR Hennessy Capital Investment | RIGHT 01/17/2030 | 27,560 | $11K | No change |
Total filed on the 13F, all lines: $6.5B.
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -4.4% | 2.67% | −0.53 |
| TYL Tyler Technologies Inc. | Reduce -97.0% | 0.01% | −0.37 |
| SYK Stryker Corp. | Reduce -66.8% | 0.14% | −0.36 |
| NDSN Nordson Corp. | Reduce -45.0% | 0.38% | −0.32 |
| AME Ametek Inc. | Reduce -22.8% | 0.86% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -8.3% | 1.89% | −0.25 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -16.1% | 0.63% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -14.1% | 1.42% | −0.24 |
| RTX RTX Corp. | Reduce -16.3% | 0.57% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -15.4% | 0.75% | −0.21 |
| TJX TJX Companies Inc. | Reduce -2.2% | 0.77% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.2% | 0.72% | −0.18 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -16.8% | 0.46% | −0.18 |
| DHR Danaher Corp. | Reduce -5.7% | 0.78% | −0.17 |
| DVN Devon Energy Corp. | Reduce -96.9% | 0.00% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -8.8% | 1.47% | −0.15 |
| BLFS Biolife Solutions Inc. | Sold out | 0.00% | −0.15 |
| BLK BlackRock Inc. | Reduce -15.1% | 0.38% | −0.14 |
| FICO Fair Isaac Corp. | Reduce -25.4% | 0.36% | −0.14 |
| JNJ Johnson & Johnson | Reduce -20.0% | 0.35% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.71% | −0.13 |
| KMI Kinder Morgan Inc. | Reduce -13.5% | 0.31% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -89.5% | 0.01% | −0.12 |
| PEP Pepsico Inc. | Reduce -53.1% | 0.06% | −0.11 |
| BKNG Booking Holdings Inc. | Reduce -8.6% | 0.55% | −0.11 |
| COO The Cooper Cos Inc. | Reduce -78.8% | 0.02% | −0.11 |
| CW Curtiss-Wright Corp. | Reduce -12.9% | 0.55% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -5.4% | 0.16% | −0.10 |
| MPWR Monolithic Power Systems Inc. | Reduce -21.3% | 0.61% | −0.10 |
| SPGI S&P Global Inc. | Reduce -8.4% | 0.30% | −0.09 |
| AAPL Apple Inc. | Reduce -1.9% | 2.94% | −0.09 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.09 |
| KRE SS SPDR S&P Regional Bank | Reduce -24.0% | 0.28% | −0.09 |
| WCLD Wisdomtree Cloud Computing | Reduce -95.3% | 0.00% | −0.09 |
| PNC PNC Financial Services Group | Reduce -44.5% | 0.11% | −0.09 |
| MCHB Mechanics Bancorp Class A | Sold out | 0.00% | −0.08 |
| NIC Nicolet Bankshares Inc. | Reduce -41.2% | 0.11% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -21.5% | 0.11% | −0.07 |
| FFWM First Foundation Inc. | Sold out | 0.00% | −0.07 |
| CAH Cardinal Health Inc. | Reduce -52.0% | 0.06% | −0.07 |
| V Visa Inc. Class A | Reduce -3.7% | 1.25% | −0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -9.5% | 0.46% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -10.4% | 0.25% | −0.06 |
| FANG Diamondback Energy Inc. | Reduce -23.0% | 0.09% | −0.06 |
| CME Cme Group Inc. | Reduce -4.0% | 0.10% | −0.06 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -17.3% | 0.26% | −0.06 |
| INTU Intuit Inc. | Reduce -77.4% | 0.01% | −0.06 |
| PM Philip Morris International | Reduce -3.9% | 0.55% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 0.34% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +262.6% | 0.51% | +0.46 |
| INTC Intel Corp. | Add +1030.5% | 0.44% | +0.42 |
| WEC WEC Energy Group Inc. | Add +1564.0% | 0.42% | +0.39 |
| CHD Church & Dwight Co. Inc. | New | 0.35% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +189.4% | 0.47% | +0.35 |
| BCS Barclays PLC-Spons ADR | Add +694.9% | 0.34% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 2.25% | +0.21 |
| GOLF Acushnet Holdings Corp. | Add +125.1% | 0.32% | +0.19 |
| IUSG iShares Core S&P U.S. Growth | Add +18.4% | 0.97% | +0.19 |
| LRCX Lam Research Corp. | Add +164.0% | 0.24% | +0.19 |
| ING ING Groep N.V.-Sponsored ADR | Add +148.9% | 0.30% | +0.19 |
| SHEL Shell PLC-ADR | Add +331.4% | 0.37% | +0.18 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +145.8% | 0.30% | +0.18 |
| XBI SS SPDR S&P Biotech ETF | Add +44.3% | 0.51% | +0.18 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +127.1% | 0.31% | +0.18 |
| RIO Rio Tinto PLC-Spon ADR | Add +791.3% | 0.20% | +0.18 |
| STM Stmicroelectronics NV-NY SHS | Add +93.7% | 0.22% | +0.16 |
| IUSV iShares Core S&P U.S. Value | Add +27.5% | 0.98% | +0.16 |
| IESC Ies Holdings Inc. | New | 0.16% | +0.16 |
| AXON Axon Enterprise Inc. | Add +2553.1% | 0.16% | +0.15 |
| NVS Novartis AG-Sponsored ADR | Add +151.3% | 0.28% | +0.15 |
| GVI iShares Intermediate Governm | Add +651.1% | 0.18% | +0.15 |
| CSCO Cisco Systems Inc. | Add +37.0% | 0.32% | +0.14 |
| SE Sea Ltd.-ADR | New | 0.14% | +0.14 |
| SEI Solaris Energy Infrastructur | Add +672.0% | 0.15% | +0.14 |
| RBRK Rubrik Inc. Class A | New | 0.13% | +0.13 |
| FCBM First Carolina Financial Ser | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +6.0% | 1.20% | +0.13 |
| SNOW Snowflake Inc. | Add +27.8% | 0.28% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +19.9% | 0.68% | +0.13 |
| QCOM Qualcomm Inc. | Add +339.0% | 0.16% | +0.13 |
| GE General Electric | Add +128.2% | 0.20% | +0.13 |
| IX Orix - Sponsored ADR | Add +977.1% | 0.13% | +0.12 |
| FSUN Firstsun Capital Bancorp | Add +160.0% | 0.19% | +0.11 |
| WST West Pharmaceutical Services | Add +5.0% | 0.42% | +0.10 |
| WDC Western Digital Corp. | Add +79.0% | 0.12% | +0.09 |
| MTDR Matador Resources Co. | Add +158.4% | 0.20% | +0.09 |
| QTWO Q2 Holdings Inc. | Add +62.2% | 0.25% | +0.08 |
| SMMD iShares Russell 2500 ETF | Add +30.7% | 0.29% | +0.08 |
| VZ Verizon Communications Inc. | Add +75.5% | 0.32% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +4.3% | 0.36% | +0.07 |
| AMZN Amazon.com Inc. | Add +4.2% | 2.06% | +0.07 |
| AIT Applied Industrial Tech Inc. | Add +5.8% | 0.46% | +0.07 |
| LASR Nlight Inc. | New | 0.07% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +59.3% | 0.25% | +0.06 |
| OCFC Oceanfirst Financial Corp. | New | 0.06% | +0.06 |
| AAON Aaon Inc. | Add +5.1% | 0.21% | +0.06 |
| CRH CRH PLC | Add +31.2% | 0.44% | +0.06 |
| SAP Sap SE-Sponsored ADR | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +61.5% | 0.11% | +0.05 |
Options Activity Q1 2026 → Q2 2026
| DE Deere & Co. | put | New | 5,400 | $3.4M |
| AAPL Apple Inc. | put | Reduce -51.9% | 5,200 | $1.5M |
| GOOG Alphabet Inc. Class C | put | Reduce -2.9% | 3,300 | $1.2M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -6.3% | 1,500 | $1.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +16.7% | 1,400 | $1.0M |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -7.7% | 1,200 | $884K |
| COR Cencora Inc. | put | New | 3,000 | $849K |
| IBM Intl Business Machines Corp. | put | Add +130.0% | 2,300 | $647K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.8% | 2,331 | $2.7M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.5% | 1,494 | $1.9M |
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 | 885 | $6.5B | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q1 2026 | 856 | $5.6B | MSFT, AAPL, NVDA, JPM, GOOGL |
| Q4 2025 | 863 | $5.8B | MSFT, AAPL, NVDA, JPM, AMZN |
| Q3 2025 | 695 | $5.4B | MSFT, AAPL, NVDA, JPM, AMZN |
| Q2 2025 | 657 | $5.3B | MSFT, AMZN, AAPL, JPM, NVDA |
| Q1 2025 | 474 | $4.1B | MSFT, AMZN, JPM, V, SCHX |
| Q4 2024 | 510 | $4.3B | MSFT, AMZN, JPM, SCHX, V |
| Q3 2024 | 537 | $4.4B | MSFT, SCHX, AMZN, JPM, V |
| Q2 2024 | 523 | $4.2B | MSFT, AMZN, JPM, SCHX, V |
| Q1 2024 | 557 | $4.3B | MSFT, JPM, AMZN, V, SCHX |