Franklin Street Advisors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Franklin Street Advisors Inc. reported 176 stock positions worth $1.8 billion. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 5.4%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 48 and reduced 62. The biggest buy was Micron Technology (MU, shares +2461%) and the biggest sale Meta Platforms Class A (META, shares −29%).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001010873
Portfolio Value
$1.8B (Q2 2026)
SEC Filing
0001010873-26-000004 ↗ filed Jul 9, 2026

Holdings Value

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

Holdings 176 stocks · $1.8B
NVDA Nvidia Corp. 7.30% 653,354 $130.7M Reduce -6.1%
AAPL Apple Inc. 6.52% 403,458 $116.7M Reduce -4.0%
MSFT Microsoft Corp. 5.39% 258,696 $96.5M Add +0.7%
GOOG Alphabet Inc. Class C 5.12% 259,323 $91.6M Reduce -12.8%
AVGO Broadcom Inc. 4.65% 220,186 $83.2M Reduce -6.2%
AMZN Amazon.com Inc. 4.49% 337,412 $80.4M Reduce -2.8%
JPM JPMorgan Chase & Co. 2.82% 154,156 $50.5M Add +7.5%
GS Goldman Sachs Group Inc. 2.77% 49,031 $49.6M Reduce -17.3%
ABBV Abbvie Inc. 2.55% 181,638 $45.7M Add +1.4%
MU Micron Technology Inc. 2.40% 37,141 $42.9M Add +2461.4%
TMO Thermo Fisher Scientific Inc. 2.34% 83,653 $41.9M Reduce -10.4%
RTX RTX Corp. 2.10% 198,332 $37.6M Add +1.4%
META Meta Platforms Inc. Class A 1.98% 62,824 $35.4M Reduce -29.1%
BLK BlackRock Inc. 1.89% 35,153 $33.8M Add +0.5%
AMAT Applied Materials Inc. 1.85% 45,760 $33.1M Add +1646.6%
GEV GE Vernova Inc. 1.77% 26,977 $31.7M Add +8.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.66% 196,388 $29.8M Reduce -6.3%
BRK.B Berkshire Hathaway Inc. Class B 1.55% 55,603 $27.8M Add +14.4%
AXP American Express Co. 1.45% 76,817 $26.0M Add +11.9%
LIN Linde PLC 1.45% 49,964 $25.9M Reduce -3.0%
TER Teradyne Inc. 1.39% 51,410 $24.9M Add +5.8%
LVMUY LVMH Moet Hennessy-Unsp ADR 1.39% 224,245 $24.8M New
CME Cme Group Inc. 1.38% 112,120 $24.8M Reduce -5.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.36% 252,218 $24.3M Add +48.4%
AFL Aflac Inc. 1.34% 204,341 $24.0M Reduce -0.4%
ORCL Oracle Corp. 1.32% 161,489 $23.7M Reduce -19.7%
CG The Carlyle Group Inc. 1.32% 560,327 $23.6M Reduce -15.5%
KHC The Kraft Heinz Co. 1.31% 994,375 $23.5M Add +70.2%
DASH DoorDash Inc. Class A 1.29% 125,416 $23.1M Reduce -15.0%
CVX Chevron Corp. 1.17% 126,194 $20.9M Add +614.8%
XOM Exxon Mobil Corp. 1.16% 152,443 $20.8M Add +1.1%
ETN Eaton Corp. PLC 1.16% 48,545 $20.7M Add +1.1%
PEP Pepsico Inc. 1.12% 148,174 $20.1M Reduce -7.0%
IQV Iqvia Holdings Inc. 1.08% 100,198 $19.4M Add +1.0%
BA The Boeing Co. 1.08% 89,084 $19.3M Add +33.4%
COST Costco Wholesale Corp. 1.04% 19,835 $18.6M Reduce -1.4%
MRK Merck & Co. Inc. 0.99% 137,989 $17.7M Add +0.5%
CAT Caterpillar Inc. 0.97% 16,356 $17.4M Add +12.7%
MLM Martin Marietta Materials 0.97% 30,038 $17.3M Reduce -26.6%
CSCO Cisco Systems Inc. 0.96% 145,825 $17.1M Reduce -17.8%
WMT Walmart Inc. 0.92% 145,952 $16.5M Reduce -6.8%
PG The Procter & Gamble Co. 0.84% 103,034 $15.1M Add +7.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.79% 50,293 $14.1M Add +33.2%
IDXX Idexx Laboratories Inc. 0.77% 26,215 $13.8M Reduce -2.0%
ENB Enbridge Inc. 0.75% 248,392 $13.5M Add +1.6%
CMI Cummins Inc. 0.68% 17,111 $12.2M Reduce -26.6%
MDLZ Mondelez International Inc. Class A 0.50% 155,519 $9.0M Add +2089.5%
UPS United Parcel Service Class B 0.50% 83,526 $9.0M Reduce -18.2%
GOOGL Alphabet Inc. Class A 0.49% 24,389 $8.7M Reduce -7.8%
DLR Digital Realty Trust Inc. 0.48% 47,649 $8.6M Reduce -3.5%
EVRG Evergy Inc. 0.47% 97,807 $8.5M Add +2.4%
SHOP Shopify Inc. Class A 0.35% 55,255 $6.3M Reduce -62.8%
LOW Lowe's Cos Inc. 0.35% 28,174 $6.2M Reduce -55.8%
TXN Texas Instruments Inc. 0.34% 20,308 $6.1M No change
MS Morgan Stanley 0.29% 25,000 $5.2M No change
JNJ Johnson & Johnson 0.28% 19,450 $4.9M Add +0.4%
IEX Idex Corp. 0.26% 20,125 $4.6M No change
CBOE Cboe Global Markets Inc. 0.19% 13,718 $3.3M Reduce -6.2%
RY Royal Bank of Canada 0.18% 15,897 $3.3M Reduce -0.1%
DUK Duke Energy Corp. 0.17% 24,417 $3.1M Reduce -5.5%
WFC Wells Fargo & Co. 0.17% 37,150 $3.1M Reduce -0.3%
MDT Medtronic PLC 0.16% 37,099 $2.9M Add +12.5%
MCD McDonald's Corp. 0.16% 10,587 $2.9M Reduce -66.3%
ADBE Adobe Inc. 0.15% 12,966 $2.7M No change
DVY iShares Select Dividend ETF 0.15% 17,000 $2.7M No change
EMR Emerson Electric Co. 0.14% 17,866 $2.6M Reduce -6.5%
GD General Dynamics Corp. 0.12% 5,850 $2.1M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 44,702 $2.0M Reduce -1.8%
TFC Truist Financial Corp. 0.10% 37,253 $1.9M Add +129.1%
KKR KKR & Co. Inc. 0.09% 17,547 $1.6M No change
NSC Norfolk Southern Corp. 0.09% 5,000 $1.6M No change
PTGX Protagonist Therapeutics Inc. 0.09% 12,810 $1.6M Add +15.6%
MO Altria Group Inc. 0.08% 20,356 $1.5M Add +7.5%
ETW Eaton Vance T/M GLBL Buy-WR 0.08% 150,334 $1.4M No change
LRCX Lam Research Corp. 0.08% 3,280 $1.4M Reduce -3.4%
AMGN Amgen Inc. 0.07% 3,408 $1.2M Add +4.0%
LLY Eli Lilly & Co. 0.07% 1,009 $1.2M No change
SCHW Schwab (charles) Corp. 0.07% 13,010 $1.2M No change
VIS Vanguard Industrials ETF 0.06% 3,157 $1.1M No change
PFE Pfizer Inc. 0.06% 46,667 $1.1M Add +0.0%
EWT iShares MSCI Taiwan ETF 0.06% 10,000 $1.1M No change
PM Philip Morris International 0.06% 5,958 $1.1M Reduce -11.2%
WM Waste Management Inc. 0.05% 4,272 $952K Reduce -5.9%
NEE Nextera Energy Inc. 0.05% 10,766 $945K Reduce -10.1%
GILD Gilead Sciences Inc. 0.05% 7,476 $945K No change
ABT Abbott Laboratories 0.05% 10,370 $941K Reduce -1.2%
SUPN Supernus Pharmaceuticals Inc. 0.05% 20,000 $930K No change
AMD Advanced Micro Devices 0.05% 1,551 $901K No change
KO The Coca-Cola Co. 0.05% 11,032 $897K Add +8.1%
TRV The Travelers Cos Inc. 0.05% 2,586 $854K Add +7.1%
VZ Verizon Communications Inc. 0.05% 20,110 $851K Reduce -2.0%
SO The Southern Co. 0.05% 8,430 $807K Reduce -0.1%
HON Honeywell International Inc. 0.04% 3,596 $805K Reduce -50.0%
HONA Honeywell Aerospace Inc. 0.04% 3,596 $795K No change
QCOM Qualcomm Inc. 0.04% 4,204 $777K Reduce -3.9%
SYK Stryker Corp. 0.04% 2,372 $747K Reduce -1.9%
SBR Sabine Royalty Trust 0.04% 10,081 $738K No change
HD Home Depot Inc. 0.04% 2,072 $731K Reduce -25.3%
PNC PNC Financial Services Group 0.04% 2,898 $714K No change
INTC Intel Corp. 0.04% 4,988 $696K Reduce -3.1%
UNH Unitedhealth Group Inc. 0.04% 1,651 $686K Add +3.0%
NXT Nextpower Inc. 0.04% 5,741 $684K New
ECL Ecolab Inc. 0.04% 2,424 $675K No change
AEP American Electric Power 0.04% 4,888 $669K Add +2.0%
HUN Huntsman Corp. 0.04% 62,500 $664K No change
BKNG Booking Holdings Inc. 0.03% 3,450 $615K Add +2.2%
CDW CDW Corp. 0.03% 4,109 $578K Add +44.4%
T AT&T Inc. 0.03% 27,440 $568K No change
DXCM Dexcom Inc. 0.03% 7,860 $529K No change
TGT Target Corp. 0.03% 4,000 $522K Reduce -0.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.03% 251 $499K New
ARMK Aramark 0.03% 8,678 $494K Reduce -21.1%
BAC Bank of America Corp. 0.03% 8,574 $489K Add +0.0%
TSM Taiwan Semiconductor-SP ADR 0.03% 1,022 $488K No change
FERG Ferguson Enterprises Inc. 0.03% 2,018 $479K No change
XLK SS Technology Select Sector 0.03% 2,501 $476K Reduce -2.5%
GLW Corning Inc. 0.03% 1,850 $473K Reduce -24.3%
AVY Avery Dennison Corp. 0.03% 2,757 $448K Add +12.2%
COF Capital One Financial Corp. 0.02% 2,201 $442K Add +93.9%
DHR Danaher Corp. 0.02% 2,305 $439K No change
CARR Carrier Global Corp. 0.02% 5,643 $414K Reduce -18.8%
PLD Prologis Inc. 0.02% 2,850 $386K New
KLAC KLA Corp. 0.02% 1,275 $385K Reduce -15.0%
KR Kroger Co. 0.02% 6,897 $383K No change
MAS Masco Corp. 0.02% 4,669 $380K No change
PGR Progressive Corp. 0.02% 1,732 $378K Add +27.4%
GE General Electric filed as GE AEROSPACE 0.02% 994 $372K No change
BDX Becton Dickinson and Co. 0.02% 2,438 $369K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,691 $368K No change
GBLI Global Indemnity Group LLC-A 0.02% 14,715 $368K New
ROST Ross Stores Inc. 0.02% 1,675 $357K No change
ACGL Arch Capital Group Ltd. 0.02% 3,638 $353K Add +26.3%
BX Blackstone Inc. 0.02% 2,980 $351K Reduce -15.0%
PANW Palo Alto Networks Inc. 0.02% 1,026 $350K Reduce -93.3%
CRWD CrowdStrike Holdings Inc. Class A 0.02% 455 $347K New
SUNB Sunbelt Rentals Holdings Inc. 0.02% 4,606 $345K Add +22.0%
FHN First Horizon Corp. 0.02% 13,383 $343K No change
ITIC Investors Title Co. 0.02% 1,250 $342K No change
UL Unilever PLC-Sponsored ADR 0.02% 5,642 $339K Add +14.9%
ALLE Allegion PLC 0.02% 2,384 $335K Add +16.2%
MA Mastercard Inc. Class A 0.02% 635 $326K No change
MAR Marriott International Class A 0.02% 875 $324K Reduce -2.8%
DD Dupont DE Nemours Inc. 0.02% 2,378 $323K No change
ACN Accenture PLC Class A 0.02% 2,543 $316K Add +28.8%
NGG National Grid PLC-SP ADR 0.02% 3,800 $315K No change
BMY Bristol-Myers Squibb Co. 0.02% 5,417 $312K Reduce -4.4%
CINF Cincinnati Financial Corp. 0.02% 1,653 $306K Reduce -10.8%
DGX Quest Diagnostics Inc. 0.02% 1,431 $303K No change
IAU iShares Gold Trust 0.02% 3,920 $296K Reduce -11.3%
MACQUARIE GROUP LTD 0.02% 1,700 $295K No change
FBIN Fortune Brands Innovations I 0.02% 5,333 $293K No change
CEG Constellation Energy 0.02% 1,147 $285K No change
ADI Analog Devices Inc. 0.02% 714 $284K No change
BSM Black Stone Minerals LP 0.02% 20,000 $279K No change
PRQR Proqr Therapeutics NV 0.02% 150,000 $279K No change
CTVA Corteva Inc. 0.02% 3,249 $275K No change
V Visa Inc. Class A 0.02% 786 $270K Reduce -17.2%
PHG Koninklijke Philips NVR- NY 0.01% 9,894 $269K No change
DE Deere & Co. 0.01% 394 $250K Reduce -2.7%
SLF Sun Life Financial Inc. 0.01% 3,170 $249K Reduce -6.8%
DLTR Dollar Tree Inc. 0.01% 2,003 $242K No change
STT State Street Corp. 0.01% 1,400 $237K New
GTX Garrett Motion Inc. 0.01% 6,465 $234K New
YUM Yum! Brands Inc. 0.01% 1,410 $225K Add +1.8%
ETR Entergy Corp. 0.01% 1,950 $224K No change
CRM Salesforce Inc. 0.01% 1,395 $219K No change
ACLS Axcelis Technologies Inc. 0.01% 1,130 $214K New
LH Labcorp Holdings Inc. 0.01% 734 $206K Reduce -5.2%
FMS Fresenius Medical Care-ADR 0.01% 8,896 $201K No change
AEG Aegon Ltd.-NY Reg SHR 0.01% 14,551 $123K No change
CRIS Curis Inc. 0.00% 20,000 $10K No change
BIOSIGNIA INC 0.00% 130,000 $0 No change
FOREST LABORATORIES CONTINGENT 0.00% 45,000 $0 No change
CWBS Commonwealth Bankshares Inc. 0.00% 11,761 $0 No change
SVMI Savi Media Group Inc. 0.00% 294,999 $0 No change
VBRE Vibe Records Inc. 0.00% 11,000 $0 No change

Portfolio Sells Q1 2026 → Q2 2026
META Meta Platforms Inc. Class A Reduce -29.1% 1.98% −1.13
CTAS Cintas Corp. Sold out 0.00% −1.04
CME Cme Group Inc. Reduce -5.3% 1.38% −0.76
SHOP Shopify Inc. Class A Reduce -62.8% 0.35% −0.73
CG The Carlyle Group Inc. Reduce -15.5% 1.32% −0.65
LOW Lowe's Cos Inc. Reduce -55.8% 0.35% −0.58
MLM Martin Marietta Materials Reduce -26.6% 0.97% −0.51
ORCL Oracle Corp. Reduce -19.7% 1.32% −0.49
TMO Thermo Fisher Scientific Inc. Reduce -10.4% 2.34% −0.47
MCD McDonald's Corp. Reduce -66.3% 0.16% −0.44
PEP Pepsico Inc. Reduce -7.0% 1.12% −0.40
TJX TJX Companies Inc. Reduce -6.3% 1.66% −0.39
GS Goldman Sachs Group Inc. Reduce -17.3% 2.77% −0.31
WMT Walmart Inc. Reduce -6.8% 0.92% −0.27
COST Costco Wholesale Corp. Reduce -1.4% 1.04% −0.19
IDXX Idexx Laboratories Inc. Reduce -2.0% 0.77% −0.15
NVDA Nvidia Corp. Reduce -6.1% 7.30% −0.15
PANW Palo Alto Networks Inc. Reduce -93.3% 0.02% −0.13
LIN Linde PLC Reduce -3.0% 1.45% −0.12
UPS United Parcel Service Class B Reduce -18.2% 0.50% −0.12
GOOG Alphabet Inc. Class C Reduce -12.8% 5.12% −0.11
AXSM Axsome Therapeutics Inc. Sold out 0.00% −0.10
CMI Cummins Inc. Reduce -26.6% 0.68% −0.09
DLR Digital Realty Trust Inc. Reduce -3.5% 0.48% −0.07
DASH DoorDash Inc. Class A Reduce -15.0% 1.29% −0.07
CBOE Cboe Global Markets Inc. Reduce -6.2% 0.19% −0.07
HON Honeywell International Inc. Reduce -50.0% 0.04% −0.05
AFL Aflac Inc. Reduce -0.4% 1.34% −0.04
ZTS Zoetis Inc. Sold out 0.00% −0.04
DUK Duke Energy Corp. Reduce -5.5% 0.17% −0.04
Q Qnity Electronics Inc. Sold out 0.00% −0.02
SYY Sysco Corp. Sold out 0.00% −0.02
AAPL Apple Inc. Reduce -4.0% 6.52% −0.02
VZ Verizon Communications Inc. Reduce -2.0% 0.05% −0.02
NEE Nextera Energy Inc. Reduce -10.1% 0.05% −0.02
HD Home Depot Inc. Reduce -25.3% 0.04% −0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -1.8% 0.11% −0.01
ABT Abbott Laboratories Reduce -1.2% 0.05% −0.01
PODD Insulet Corp. Sold out 0.00% −0.01
WM Waste Management Inc. Reduce -5.9% 0.05% −0.01
EMR Emerson Electric Co. Reduce -6.5% 0.14% −0.01
WFC Wells Fargo & Co. Reduce -0.3% 0.17% −0.01
PM Philip Morris International Reduce -11.2% 0.06% −0.01
IAU iShares Gold Trust Reduce -11.3% 0.02% −0.01
SYK Stryker Corp. Reduce -1.9% 0.04% −0.01
BX Blackstone Inc. Reduce -15.0% 0.02% −0.01
SO The Southern Co. Reduce -0.1% 0.05% −0.00
BMY Bristol-Myers Squibb Co. Reduce -4.4% 0.02% −0.00
V Visa Inc. Class A Reduce -17.2% 0.02% −0.00
LH Labcorp Holdings Inc. Reduce -5.2% 0.01% −0.00

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +2461.4% 2.40% +2.37
AMAT Applied Materials Inc. Add +1646.6% 1.85% +1.79
LVMUY LVMH Moet Hennessy-Unsp ADR New 1.39% +1.39
CVX Chevron Corp. Add +614.8% 1.17% +0.94
TER Teradyne Inc. Add +5.8% 1.39% +0.51
KHC The Kraft Heinz Co. Add +70.2% 1.31% +0.51
MDLZ Mondelez International Inc. Class A Add +2089.5% 0.50% +0.48
GEV GE Vernova Inc. Add +8.5% 1.77% +0.44
DIS The Walt Disney Co. Add +48.4% 1.36% +0.35
CAT Caterpillar Inc. Add +12.7% 0.97% +0.34
BA The Boeing Co. Add +33.4% 1.08% +0.26
JPM JPMorgan Chase & Co. Add +7.5% 2.82% +0.23
IBM Intl Business Machines Corp. Add +33.2% 0.79% +0.23
AXP American Express Co. Add +11.9% 1.45% +0.18
ABBV Abbvie Inc. Add +1.4% 2.55% +0.16
BRK.B Berkshire Hathaway Inc. Class B Add +14.4% 1.55% +0.13
ETN Eaton Corp. PLC Add +1.1% 1.16% +0.10
TFC Truist Financial Corp. Add +129.1% 0.10% +0.06
IQV Iqvia Holdings Inc. Add +1.0% 1.08% +0.04
NXT Nextpower Inc. New 0.04% +0.04
ASML ASML Holding NV-NY Reg SHS New 0.03% +0.03
PLD Prologis Inc. New 0.02% +0.02
GBLI Global Indemnity Group LLC-A New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
PTGX Protagonist Therapeutics Inc. Add +15.6% 0.09% +0.02
STT State Street Corp. New 0.01% +0.01
GTX Garrett Motion Inc. New 0.01% +0.01
ACLS Axcelis Technologies Inc. New 0.01% +0.01
COF Capital One Financial Corp. Add +93.9% 0.02% +0.01
UNH Unitedhealth Group Inc. Add +3.0% 0.04% +0.01
CDW CDW Corp. Add +44.4% 0.03% +0.01
MO Altria Group Inc. Add +7.5% 0.08% +0.01
PGR Progressive Corp. Add +27.4% 0.02% +0.00
TRV The Travelers Cos Inc. Add +7.1% 0.05% +0.00
SUNB Sunbelt Rentals Holdings Inc. Add +22.0% 0.02% +0.00
ACGL Arch Capital Group Ltd. Add +26.3% 0.02% +0.00
KO The Coca-Cola Co. Add +8.1% 0.05% +0.00
UL Unilever PLC-Sponsored ADR Add +14.9% 0.02% +0.00
BAC Bank of America Corp. Add +0.0% 0.03% +0.00
ALLE Allegion PLC Add +16.2% 0.02% +0.00
BKNG Booking Holdings Inc. Add +2.2% 0.03% −0.00
YUM Yum! Brands Inc. Add +1.8% 0.01% −0.00
AVY Avery Dennison Corp. Add +12.2% 0.03% −0.00
AEP American Electric Power Add +2.0% 0.04% −0.00
AMGN Amgen Inc. Add +4.0% 0.07% −0.00
ACN Accenture PLC Class A Add +28.8% 0.02% −0.01
EVRG Evergy Inc. Add +2.4% 0.47% −0.01
PG The Procter & Gamble Co. Add +7.1% 0.84% −0.01
MDT Medtronic PLC Add +12.5% 0.16% −0.01
JNJ Johnson & Johnson Add +0.4% 0.28% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$1.8BNVDA, AAPL, MSFT, GOOG, AVGO
Q1 2026 172$1.6BNVDA, AAPL, MSFT, GOOG, AVGO
Q4 2025 173$1.8BNVDA, AAPL, MSFT, GOOG, AMZN
Q3 2025 169$1.7BNVDA, MSFT, AAPL, GOOG, AMZN
Q2 2025 173$1.6BNVDA, MSFT, AAPL, AMZN, META
Q1 2025 166$1.4BAAPL, MSFT, NVDA, AMZN, GOOG
Q4 2024 168$1.5BAAPL, NVDA, MSFT, GOOG, AMZN
Q3 2024 167$1.5BAAPL, MSFT, NVDA, GOOG, AMZN
Q2 2024 173$1.4BMSFT, NVDA, AAPL, GOOG, AMZN
Q1 2024 169$1.4BMSFT, NVDA, AAPL, GOOG, AMZN