First American Bank

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), First American Bank reported 177 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 10.4% of the portfolio, followed by Broadcom (AVGO, 6.8%) and Microsoft (MSFT, 6.5%). Compared with Q2 2025, it opened 13 new positions, sold out of 7, added to 86 and reduced 40. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Accenture Class A (ACN, shares −16%).

Most Recent 13F
Q2 2026
Location
DUNDEE, IL
CIK
0001291422
Portfolio Value
$1.6B (Q3 2025)
SEC Filing
0001291422-25-000011 ↗ filed Oct 20, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $1.6B $1.6B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 177 stocks · $1.6B
AAPL Apple Inc. 10.40% 650,123 $165.5M Reduce -0.1%
AVGO Broadcom Inc. 6.85% 330,455 $109.0M Reduce -3.9%
MSFT Microsoft Corp. 6.52% 200,474 $103.8M Add +0.6%
NVDA Nvidia Corp. 4.39% 374,368 $69.8M Reduce -0.1%
GOOGL Alphabet Inc. Class A 4.34% 283,883 $69.0M Add +1.1%
AMZN Amazon.com Inc. 3.41% 247,031 $54.2M Add +1.0%
PEP Pepsico Inc. 2.71% 306,650 $43.1M Reduce -0.7%
JPM JPMorgan Chase & Co. 2.67% 134,520 $42.4M Add +2.3%
V Visa Inc. Class A 2.62% 122,272 $41.7M Add +1.2%
LLY Eli Lilly & Co. 2.50% 52,156 $39.8M Reduce -1.6%
META Meta Platforms Inc. Class A 2.00% 43,431 $31.9M Add +1.6%
GS Goldman Sachs Group Inc. 1.94% 38,804 $30.9M Add +0.8%
ABBV Abbvie Inc. 1.71% 117,863 $27.3M Add +0.8%
HD Home Depot Inc. 1.45% 56,770 $23.0M Add +4.4%
PG The Procter & Gamble Co. 1.35% 139,802 $21.5M Add +1.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.28% 141,283 $20.4M Add +1.8%
WMT Walmart Inc. 1.24% 191,957 $19.8M Add +1.6%
ETN Eaton Corp. PLC 1.22% 52,026 $19.5M Add +0.6%
CTAS Cintas Corp. 1.21% 93,873 $19.3M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.11% 35,292 $17.7M Add +0.7%
XOM Exxon Mobil Corp. 1.04% 146,487 $16.5M Reduce -2.9%
LOW Lowe's Cos Inc. 0.99% 62,816 $15.8M Reduce -0.2%
DHR Danaher Corp. 0.97% 77,942 $15.5M Add +0.4%
VOO Vanguard S&P 500 ETF 0.94% 24,308 $14.9M Reduce -0.3%
TMO Thermo Fisher Scientific Inc. 0.90% 29,496 $14.3M Add +30.0%
ADI Analog Devices Inc. 0.90% 58,220 $14.3M Add +0.9%
MAR Marriott International Class A 0.87% 52,886 $13.8M Add +0.7%
ICE Intercontinental Exchange Inc. 0.83% 78,153 $13.2M Add +1.6%
PANW Palo Alto Networks Inc. 0.81% 63,292 $12.9M Add +3.5%
CVX Chevron Corp. 0.80% 81,569 $12.7M Reduce -5.9%
ACN Accenture PLC Class A 0.78% 50,443 $12.4M Reduce -15.7%
MRSH Marsh & McLennan Cos 0.77% 61,146 $12.3M Add +0.4%
BA The Boeing Co. 0.75% 55,590 $12.0M Add +2.5%
ORCL Oracle Corp. 0.75% 42,292 $11.9M Add +5.0%
BSX Boston Scientific Corp. 0.75% 121,800 $11.9M Reduce -3.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.72% 223,495 $11.5M Add +1.4%
TT Trane Technologies PLC 0.71% 26,896 $11.3M Add +0.5%
UNP Union Pacific Corp. 0.71% 47,806 $11.3M Reduce -0.3%
EW Edwards Lifesciences Corp. 0.70% 143,204 $11.1M Add +0.4%
GOOG Alphabet Inc. Class C 0.68% 44,152 $10.8M Reduce -0.2%
NOC Northrop Grumman Corp. 0.65% 16,979 $10.3M Add +0.4%
VRT Vertiv Holdings Co. Class A 0.63% 66,210 $10.0M Reduce -2.7%
AEP American Electric Power 0.62% 87,819 $9.9M Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 14,813 $9.9M Add +2.3%
PNC PNC Financial Services Group 0.60% 47,782 $9.6M Add +0.0%
HON Honeywell International Inc. 0.53% 40,392 $8.5M Add +2.5%
RTX RTX Corp. 0.51% 48,523 $8.1M Add +0.3%
RSG Republic Services Inc. 0.50% 34,969 $8.0M Add +1.4%
UNH Unitedhealth Group Inc. 0.50% 23,122 $8.0M Reduce -9.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.50% 68,902 $7.9M Add +6.1%
AMAT Applied Materials Inc. 0.48% 37,412 $7.7M Add +0.9%
APD Air Products & Chemicals Inc. 0.45% 26,469 $7.2M Add +0.5%
CMI Cummins Inc. 0.43% 16,194 $6.8M Add +14.7%
TXN Texas Instruments Inc. 0.40% 34,612 $6.4M Reduce -19.6%
CMS CMS Energy Corp. 0.38% 83,244 $6.1M Add +2.4%
JNJ Johnson & Johnson 0.38% 32,653 $6.1M Reduce -0.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.37% 18,811 $5.8M Reduce -6.0%
ITW Illinois Tool Works 0.36% 22,098 $5.8M No change
CSCO Cisco Systems Inc. 0.35% 81,736 $5.6M Add +6.6%
MRK Merck & Co. Inc. 0.35% 66,529 $5.6M Reduce -12.3%
TSM Taiwan Semiconductor-SP ADR 0.33% 18,937 $5.3M Add +210.7%
PLD Prologis Inc. 0.33% 45,434 $5.2M Add +1.5%
ABT Abbott Laboratories 0.32% 38,590 $5.2M Add +6.4%
SCHW Schwab (charles) Corp. 0.32% 53,971 $5.2M Add +1.6%
NOW ServiceNow Inc. 0.31% 5,348 $4.9M Reduce -0.8%
LIN Linde PLC 0.31% 10,266 $4.9M Add +0.9%
JCI Johnson Controls Internation 0.30% 43,358 $4.8M Add +0.6%
MPC Marathon Petroleum Corp. 0.29% 23,801 $4.6M Reduce -25.4%
MDLZ Mondelez International Inc. Class A 0.28% 71,733 $4.5M Reduce -4.6%
ADP Automatic Data Processing 0.27% 14,909 $4.4M Add +0.4%
VST Vistra Corp. 0.26% 21,154 $4.1M Add +5.9%
PSX Phillips 66 0.26% 30,033 $4.1M Add +0.3%
WEC WEC Energy Group Inc. 0.25% 34,569 $4.0M Add +0.6%
KRE SS SPDR S&P Regional Bank 0.25% 62,116 $3.9M Add +67.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.25% 13,296 $3.9M Add +2.9%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.25% 35,355 $3.9M Add +0.5%
PEG Public Service Enterprise GP 0.24% 46,192 $3.9M Add +0.7%
EXE Expand Energy Corp. 0.24% 35,279 $3.7M Add +46.0%
ETR Entergy Corp. 0.23% 38,631 $3.6M Add +0.8%
TRI Thomson Reuters Corp. 0.22% 22,441 $3.5M Reduce -11.7%
LMT Lockheed Martin Corp. 0.21% 6,806 $3.4M Reduce -23.2%
GILD Gilead Sciences Inc. 0.21% 29,597 $3.3M Reduce -0.6%
USFD US Foods Holding Corp. 0.20% 42,100 $3.2M Add +6.0%
CRM Salesforce Inc. 0.20% 13,309 $3.2M Add +193.3%
NDAQ Nasdaq Inc. 0.19% 34,949 $3.1M Add +1.5%
GRMN Garmin Ltd. 0.19% 12,479 $3.1M Reduce -12.2%
DE Deere & Co. 0.19% 6,581 $3.0M Add +3.4%
BLK BlackRock Inc. 0.18% 2,458 $2.9M Add +1.1%
MA Mastercard Inc. Class A 0.17% 4,821 $2.7M Add +3.1%
VIOO Vanguard S&P Small-Cap 600 E 0.17% 24,045 $2.7M No change
MSI Motorola Solutions Inc. 0.14% 4,994 $2.3M Add +14.9%
DXCM Dexcom Inc. 0.14% 32,899 $2.2M Add +20.7%
AMRZ Amrize Ltd. 0.14% 44,749 $2.2M New
VPU Vanguard Utilities ETF 0.13% 11,275 $2.1M Add +3.4%
ANET Arista Networks Inc. 0.13% 14,338 $2.1M No change
HOLX Hologic Inc. 0.13% 30,816 $2.1M Add +7.3%
WMB Williams Cos Inc. 0.13% 31,819 $2.0M New
VB Vanguard Most SM-Cap ETF-Usd 0.13% 7,895 $2.0M Add +26.1%
NRG NRG Energy Inc. 0.12% 12,247 $2.0M New
EQT Eqt Corp. 0.12% 35,181 $1.9M New
CFR Cullen/Frost Bankers Inc. 0.12% 14,809 $1.9M No change
DTE DTE Energy Company 0.12% 13,055 $1.8M Add +0.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.12% 53,527 $1.8M Add +3.1%
COP Conocophillips 0.11% 19,202 $1.8M Add +1.1%
GBCI Glacier Bancorp Inc. 0.11% 37,246 $1.8M Add +1.1%
AHR American Healthcare REIT Inc. 0.11% 40,023 $1.7M New
AMGN Amgen Inc. 0.10% 5,918 $1.7M No change
COO The Cooper Cos Inc. 0.10% 24,011 $1.6M New
HQY Healthequity Inc. 0.10% 17,233 $1.6M New
AZN Astrazeneca PLC-Spons ADR 0.10% 20,804 $1.6M Reduce -0.7%
VIG Vanguard Dividend Apprec ETF 0.10% 7,334 $1.6M No change
XLE SS Energy Select Sector 0.10% 17,583 $1.6M Reduce -7.4%
VLTO Veralto Corp. 0.09% 14,124 $1.5M Reduce -0.1%
CNH CNH Industrial NV 0.09% 135,156 $1.5M New
SHW The Sherwin-Williams Co. 0.09% 4,196 $1.5M New
LAMR Lamar Advertising Co. Class A 0.09% 11,796 $1.4M New
VEA Vanguard Ftse Developed ETF 0.09% 23,980 $1.4M Add +0.8%
GD General Dynamics Corp. 0.09% 4,181 $1.4M No change
TFC Truist Financial Corp. 0.09% 30,082 $1.4M Reduce -1.5%
DTM DT Midstream Inc. 0.09% 12,146 $1.4M New
A Agilent Technologies Inc. 0.08% 10,198 $1.3M Add +119.6%
TSLA Tesla Inc. 0.08% 2,913 $1.3M No change
AON Aon PLC Class A 0.08% 3,540 $1.3M No change
CPT Camden Property Trust 0.08% 11,464 $1.2M Reduce -2.5%
MLM Martin Marietta Materials 0.08% 1,937 $1.2M Add +0.1%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.08% 9,360 $1.2M No change
VWO Vanguard Ftse Emerging Marke 0.08% 22,489 $1.2M Add +0.6%
SNPS Synopsys Inc. 0.08% 2,447 $1.2M Reduce -44.9%
DD Dupont DE Nemours Inc. 0.07% 15,295 $1.2M Add +2.7%
ZBH Zimmer Biomet Holdings Inc. 0.07% 11,627 $1.1M Add +87.1%
BDX Becton Dickinson and Co. 0.07% 5,899 $1.1M Reduce -25.5%
KDP Keurig Dr Pepper Inc. 0.07% 41,734 $1.1M Reduce -4.6%
GSLC Goldman Activebeta US LC ETF 0.07% 7,960 $1.0M No change
QUAL iShares MSCI USA Quality Fac 0.06% 5,252 $1.0M Add +3.6%
CAT Caterpillar Inc. 0.06% 2,097 $1.0M No change
MCD McDonald's Corp. 0.06% 3,068 $932K No change
BMY Bristol-Myers Squibb Co. 0.06% 19,951 $900K No change
BP BP PLC-Spons ADR 0.06% 25,948 $894K No change
QCOM Qualcomm Inc. 0.06% 5,303 $882K Reduce -0.9%
FTV Fortive Corp. 0.05% 17,470 $856K No change
GPC Genuine Parts Co. 0.05% 6,019 $834K No change
CB Chubb Ltd. 0.05% 2,878 $812K No change
VEEV Veeva Systems Inc. Class A 0.05% 2,625 $782K No change
CTVA Corteva Inc. 0.05% 11,441 $774K Add +4.1%
NTRS Northern Trust Corp. 0.05% 5,548 $747K New
SGOV iShares 0-3 Month Treasury B 0.05% 7,397 $745K Reduce -33.5%
IWM iShares Russell 2000 ETF 0.04% 2,848 $689K Reduce -17.7%
EFA iShares MSCI Eafe ETF 0.04% 7,310 $683K No change
DGX Quest Diagnostics Inc. 0.04% 3,293 $628K Add +4.1%
PFE Pfizer Inc. 0.04% 22,746 $580K Add +3.2%
COST Costco Wholesale Corp. 0.04% 622 $576K Add +7.1%
CEG Constellation Energy 0.03% 1,633 $537K No change
EMR Emerson Electric Co. 0.03% 3,427 $450K Add +61.1%
INGR Ingredion Inc. 0.03% 3,500 $427K No change
XLK SS Technology Select Sector 0.03% 1,502 $423K No change
NEE Nextera Energy Inc. 0.03% 5,413 $409K Add +0.6%
ILMN Illumina Inc. 0.02% 4,037 $383K No change
WFC Wells Fargo & Co. 0.02% 4,422 $371K No change
QQQ Invesco QQQ Trust Series 1 0.02% 560 $336K Add +17.1%
VONV Vanguard Russell 1000 Value 0.02% 3,734 $334K Reduce -13.6%
NFLX Netflix Inc. 0.02% 254 $305K No change
ACWV iShares MSCI Global Min Vol 0.02% 2,500 $300K No change
DVY iShares Select Dividend ETF 0.02% 2,050 $291K No change
RPM RPM International Inc. 0.02% 2,250 $265K No change
HPQ HP Inc. 0.02% 9,713 $264K Reduce -2.3%
CALF PCR US SM CP CSH CWS ETF-Usd 0.02% 6,000 $263K No change
RAL Ralliant Corp. 0.02% 5,822 $255K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 500 $245K No change
HBAN Huntington Bancshares Inc. 0.02% 13,938 $241K No change
VRTX Vertex Pharmaceuticals Inc. 0.02% 614 $240K No change
BY Byline Bancorp Inc. 0.01% 7,932 $220K No change
DOW Dow Inc. 0.01% 9,378 $215K Add +5.1%
HCA HCA Healthcare Inc. 0.01% 500 $213K New
IR Ingersoll-Rand Inc. 0.01% 2,553 $211K No change
CPAY Corpay Inc. 0.01% 715 $206K No change
MIRA Mira Pharmaceuticals Inc. 0.00% 50,000 $68K Add +150.0%
FSP Franklin Street Properties C 0.00% 16,711 $27K No change

Portfolio Sells Q2 2025 → Q3 2025
ACN Accenture PLC Class A Reduce -15.7% 0.78% −0.44
CCI Crown Castle Inc. Sold out 0.00% −0.43
LLY Eli Lilly & Co. Reduce -1.6% 2.50% −0.33
CTAS Cintas Corp. Reduce -0.3% 1.21% −0.23
TXN Texas Instruments Inc. Reduce -19.6% 0.40% −0.21
BSX Boston Scientific Corp. Reduce -3.4% 0.75% −0.18
WDAY Workday Inc. Class A Sold out 0.00% −0.16
ZTS Zoetis Inc. Sold out 0.00% −0.14
TRI Thomson Reuters Corp. Reduce -11.7% 0.22% −0.13
CTRA Coterra Energy Inc. Sold out 0.00% −0.13
GTLS Chart Industries Inc. Sold out 0.00% −0.11
VHT Vanguard Health Care ETF Sold out 0.00% −0.09
PEP Pepsico Inc. Reduce -0.7% 2.71% −0.09
SNPS Synopsys Inc. Reduce -44.9% 0.08% −0.08
XOM Exxon Mobil Corp. Reduce -2.9% 1.04% −0.08
MPC Marathon Petroleum Corp. Reduce -25.4% 0.29% −0.07
AJG Arthur J Gallagher & Co. Reduce -6.0% 0.37% −0.07
NOW ServiceNow Inc. Reduce -0.8% 0.31% −0.07
LMT Lockheed Martin Corp. Reduce -23.2% 0.21% −0.07
MDLZ Mondelez International Inc. Class A Reduce -4.6% 0.28% −0.07
MRK Merck & Co. Inc. Reduce -12.3% 0.35% −0.06
CVX Chevron Corp. Reduce -5.9% 0.80% −0.06
UNH Unitedhealth Group Inc. Reduce -9.8% 0.50% −0.05
UNP Union Pacific Corp. Reduce -0.3% 0.71% −0.05
KDP Keurig Dr Pepper Inc. Reduce -4.6% 0.07% −0.03
SGOV iShares 0-3 Month Treasury B Reduce -33.5% 0.05% −0.03
BDX Becton Dickinson and Co. Reduce -25.5% 0.07% −0.02
GILD Gilead Sciences Inc. Reduce -0.6% 0.21% −0.02
CL Colgate-Palmolive Co. Sold out 0.00% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.3% 0.94% −0.01
CPT Camden Property Trust Reduce -2.5% 0.08% −0.01
XLE SS Energy Select Sector Reduce -7.4% 0.10% −0.01
GRMN Garmin Ltd. Reduce -12.2% 0.19% −0.01
IWM iShares Russell 2000 ETF Reduce -17.7% 0.04% −0.01
VONV Vanguard Russell 1000 Value Reduce -13.6% 0.02% −0.00
TFC Truist Financial Corp. Reduce -1.5% 0.09% −0.00
VLTO Veralto Corp. Reduce -0.1% 0.09% −0.00
QCOM Qualcomm Inc. Reduce -0.9% 0.06% −0.00
AZN Astrazeneca PLC-Spons ADR Reduce -0.7% 0.10% −0.00
HPQ HP Inc. Reduce -2.3% 0.02% −0.00
VRT Vertiv Holdings Co. Class A Reduce -2.7% 0.63% +0.03
LOW Lowe's Cos Inc. Reduce -0.2% 0.99% +0.03
JNJ Johnson & Johnson Reduce -0.7% 0.38% +0.04
GOOG Alphabet Inc. Class C Reduce -0.2% 0.68% +0.14
NVDA Nvidia Corp. Reduce -0.1% 4.39% +0.33
AVGO Broadcom Inc. Reduce -3.9% 6.85% +0.35
AAPL Apple Inc. Reduce -0.1% 10.40% +1.24

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +1.1% 4.34% +0.95
TMO Thermo Fisher Scientific Inc. Add +30.0% 0.90% +0.27
TSM Taiwan Semiconductor-SP ADR Add +210.7% 0.33% +0.24
ABBV Abbvie Inc. Add +0.8% 1.71% +0.23
ORCL Oracle Corp. Add +5.0% 0.75% +0.14
AMRZ Amrize Ltd. New 0.14% +0.14
WMB Williams Cos Inc. New 0.13% +0.13
NRG NRG Energy Inc. New 0.12% +0.12
EQT Eqt Corp. New 0.12% +0.12
CRM Salesforce Inc. Add +193.3% 0.20% +0.11
CMI Cummins Inc. Add +14.7% 0.43% +0.11
TJX TJX Companies Inc. Add +1.8% 1.28% +0.11
AHR American Healthcare REIT Inc. New 0.11% +0.11
COO The Cooper Cos Inc. New 0.10% +0.10
HQY Healthequity Inc. New 0.10% +0.10
KRE SS SPDR S&P Regional Bank Add +67.4% 0.25% +0.10
CNH CNH Industrial NV New 0.09% +0.09
SHW The Sherwin-Williams Co. New 0.09% +0.09
LAMR Lamar Advertising Co. Class A New 0.09% +0.09
DTM DT Midstream Inc. New 0.09% +0.09
HD Home Depot Inc. Add +4.4% 1.45% +0.08
GS Goldman Sachs Group Inc. Add +0.8% 1.94% +0.07
NOC Northrop Grumman Corp. Add +0.4% 0.65% +0.07
JPM JPMorgan Chase & Co. Add +2.3% 2.67% +0.05
NTRS Northern Trust Corp. New 0.05% +0.05
A Agilent Technologies Inc. Add +119.6% 0.08% +0.04
EXE Expand Energy Corp. Add +46.0% 0.24% +0.04
ZBH Zimmer Biomet Holdings Inc. Add +87.1% 0.07% +0.03
RTX RTX Corp. Add +0.3% 0.51% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +26.1% 0.13% +0.02
MSI Motorola Solutions Inc. Add +14.9% 0.14% +0.02
AMAT Applied Materials Inc. Add +0.9% 0.48% +0.02
HCA HCA Healthcare Inc. New 0.01% +0.01
PSX Phillips 66 Add +0.3% 0.26% +0.01
BAC Bank of America Corp. Add +1.4% 0.72% +0.01
EMR Emerson Electric Co. Add +61.1% 0.03% +0.01
ETR Entergy Corp. Add +0.8% 0.23% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.3% 0.62% +0.01
BLK BlackRock Inc. Add +1.1% 0.18% +0.01
GBCI Glacier Bancorp Inc. Add +1.1% 0.11% +0.01
DD Dupont DE Nemours Inc. Add +2.7% 0.07% +0.00
PLD Prologis Inc. Add +1.5% 0.33% +0.00
AEP American Electric Power Add +1.3% 0.62% +0.00
MLM Martin Marietta Materials Add +0.1% 0.08% +0.00
WEC WEC Energy Group Inc. Add +0.6% 0.25% +0.00
QQQ Invesco QQQ Trust Series 1 Add +17.1% 0.02% +0.00
MIRA Mira Pharmaceuticals Inc. Add +150.0% 0.00% +0.00
HOLX Hologic Inc. Add +7.3% 0.13% +0.00
VPU Vanguard Utilities ETF Add +3.4% 0.13% +0.00
QUAL iShares MSCI USA Quality Fac Add +3.6% 0.06% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 205$1.8BAAPL, AVGO, GOOGL, NVDA, MSFT
Q1 2026 188$1.6BAAPL, AVGO, GOOGL, MSFT, NVDA
Q4 2025 177$1.7BAAPL, AVGO, MSFT, GOOGL, NVDA
Q3 2025 177$1.6BAAPL, AVGO, MSFT, NVDA, GOOGL
Q2 2025 171$1.5BAAPL, MSFT, AVGO, NVDA, AMZN
Q1 2025 165$1.4BAAPL, MSFT, AVGO, PEP, AMZN
Q4 2024 169$1.4BAAPL, AVGO, MSFT, GOOGL, AMZN
Q3 2024 166$1.4BAAPL, MSFT, AVGO, PEP, LLY
Q2 2024 168$1.3BAAPL, MSFT, AVGO, LLY, PEP
Q1 2024 169$1.3BAAPL, MSFT, PEP, AVGO, LLY