Klingenstein Fields & Co. LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Klingenstein Fields & Co. LP reported 180 stock positions worth $2.5 billion. Its top holding was Broadcom (AVGO) at 6.2% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Berkshire Hathaway Class B (BRK.B, 3.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 7, added to 37 and reduced 75. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −50%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000859872
Portfolio Value
$2.5B (Q4 2024)
SEC Filing
0000859872-25-000001 ↗ filed Jan 30, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.4B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.5B $2.5B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $2.5B Q1 2026 Q2 2026: $2.9B Q2 2026

Holdings 180 stocks · $2.5B
AVGO Broadcom Inc. 6.21% 665,117 $154.2M Reduce -6.5%
MSFT Microsoft Corp. 4.11% 242,095 $102.0M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 3.90% 213,623 $96.8M Reduce -0.8%
AAPL Apple Inc. 3.87% 383,031 $95.9M Reduce -1.2%
AMZN Amazon.com Inc. 3.55% 401,507 $88.1M Reduce -0.9%
GOOGL Alphabet Inc. Class A 3.51% 459,582 $87.0M Reduce -1.5%
PANW Palo Alto Networks Inc. 3.44% 468,624 $85.3M Reduce -1.6%
LLY Eli Lilly & Co. 3.20% 102,797 $79.4M Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.82% 628,202 $70.0M Reduce -0.2%
PEP Pepsico Inc. 2.69% 438,790 $66.7M Reduce -0.3%
UNP Union Pacific Corp. 2.53% 274,775 $62.7M Reduce -0.1%
NVDA Nvidia Corp. 2.26% 416,830 $56.0M Add +0.4%
COST Costco Wholesale Corp. 2.01% 54,487 $49.9M Reduce -1.2%
JPM JPMorgan Chase & Co. 2.00% 207,251 $49.7M Reduce -1.6%
GS Goldman Sachs Group Inc. 1.97% 85,560 $49.0M Reduce -1.5%
ISRG Intuitive Surgical Inc. 1.77% 83,903 $43.8M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.72% 72,968 $42.8M Reduce -4.1%
TMO Thermo Fisher Scientific Inc. 1.59% 75,920 $39.5M Reduce -0.5%
HON Honeywell International Inc. 1.56% 171,741 $38.8M Reduce -0.4%
GOOG Alphabet Inc. Class C 1.56% 203,688 $38.8M Reduce -1.3%
RTX RTX Corp. 1.56% 333,554 $38.6M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 1.50% 73,018 $37.3M Reduce -4.9%
NXPI NXP Semiconductors NV 1.43% 170,381 $35.4M Reduce -0.8%
JNJ Johnson & Johnson 1.41% 242,200 $35.0M Reduce -1.1%
NFLX Netflix Inc. 1.40% 38,955 $34.7M Reduce -1.7%
ETN Eaton Corp. PLC 1.27% 95,244 $31.6M Reduce -1.6%
SCHA Schwab US Small-Cap ETF 1.26% 1,211,020 $31.3M Reduce -8.7%
CB Chubb Ltd. 1.21% 108,237 $29.9M Reduce -0.8%
CL Colgate-Palmolive Co. 1.15% 313,516 $28.5M Reduce -1.9%
PYPL PayPal Holdings Inc. 1.15% 333,685 $28.5M Reduce -0.8%
MRK Merck & Co. Inc. 1.13% 280,856 $27.9M Add +0.6%
VMC Vulcan Materials Co. 1.12% 108,207 $27.8M Reduce -0.7%
SYK Stryker Corp. 1.12% 77,169 $27.8M Reduce -0.4%
NOW ServiceNow Inc. 1.11% 25,996 $27.6M Reduce -1.6%
HD Home Depot Inc. 1.09% 69,742 $27.1M Reduce -0.5%
BN Brookfield Corp. 1.08% 468,177 $26.9M Reduce -0.6%
AMT American Tower Corp. 1.03% 138,774 $25.5M Reduce -0.6%
STZ Constellation Brands Inc. Class A 1.02% 114,808 $25.4M Add +0.1%
ACN Accenture PLC Class A 0.90% 63,680 $22.4M Add +0.0%
FTV Fortive Corp. 0.89% 293,725 $22.0M Reduce -0.1%
ROP Roper Technologies Inc. 0.82% 39,351 $20.5M Add +0.4%
SBUX Starbucks Corp. 0.82% 222,755 $20.3M Reduce -0.5%
PLD Prologis Inc. 0.81% 189,567 $20.0M Add +1.0%
DD Dupont DE Nemours Inc. 0.78% 254,240 $19.4M Add +0.1%
ZS Zscaler Inc. 0.68% 94,162 $17.0M Add +0.1%
MA Mastercard Inc. Class A 0.68% 32,231 $17.0M Reduce -0.8%
MDLZ Mondelez International Inc. Class A 0.66% 273,963 $16.4M Add +0.1%
MMM 3M Co. 0.63% 121,136 $15.6M Reduce -0.1%
META Meta Platforms Inc. Class A 0.63% 26,600 $15.6M Reduce -0.3%
SHEL Shell PLC-ADR 0.61% 240,120 $15.0M Add +0.5%
SCHF Schwab Intl Equity ETF 0.60% 805,118 $14.9M Reduce -49.6%
ABT Abbott Laboratories 0.59% 130,102 $14.7M Add +2.1%
YUM Yum! Brands Inc. 0.57% 104,958 $14.1M Reduce -2.9%
AXP American Express Co. 0.56% 46,416 $13.8M Reduce -3.8%
NKE Nike Inc. Class B 0.54% 177,954 $13.5M Add +0.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.53% 497,481 $13.2M Reduce -50.0%
DHR Danaher Corp. 0.52% 55,931 $12.8M Add +0.2%
ITW Illinois Tool Works 0.50% 48,491 $12.3M Reduce -0.1%
SO The Southern Co. 0.46% 139,400 $11.5M Add +0.0%
ADBE Adobe Inc. 0.46% 25,401 $11.3M Add +1.4%
XOM Exxon Mobil Corp. 0.45% 104,145 $11.2M Reduce -0.1%
CMCSA Comcast Corp. Class A 0.45% 297,391 $11.2M Reduce -4.5%
NEE Nextera Energy Inc. 0.45% 155,511 $11.1M Add +0.1%
SNPS Synopsys Inc. 0.42% 21,527 $10.4M Add +0.5%
AMP Ameriprise Financial Inc. 0.38% 17,735 $9.4M No change
CVX Chevron Corp. 0.35% 60,359 $8.7M Add +0.8%
XLK SS Technology Select Sector 0.30% 32,500 $7.6M Reduce -60.4%
NSC Norfolk Southern Corp. 0.30% 31,891 $7.5M No change
PG The Procter & Gamble Co. 0.26% 39,164 $6.6M Reduce -0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 52,084 $6.3M No change
BRK.A Berkshire Hathaway Inc. Class A 0.25% 9 $6.1M No change
SCHX Schwab US Large-Cap ETF 0.24% 253,313 $5.9M Reduce -1.3%
REGN Regeneron Pharmaceuticals 0.20% 6,806 $4.8M Add +1083.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 83,360 $3.7M Reduce -0.1%
GL Globe Life Inc. 0.15% 32,578 $3.6M No change
UPS United Parcel Service Class B 0.14% 28,347 $3.6M Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 14,548 $3.2M Reduce -1.4%
ALL Allstate Corp. 0.11% 14,056 $2.7M Reduce -6.1%
LMT Lockheed Martin Corp. 0.10% 4,954 $2.4M Add +0.0%
ABBV Abbvie Inc. 0.08% 11,655 $2.1M Reduce -1.6%
KO The Coca-Cola Co. 0.08% 31,695 $2.0M Reduce -2.1%
SOLV Solventum Corp. 0.08% 29,631 $2.0M Reduce -0.2%
SMH Vaneck Semiconductor ETF 0.07% 7,162 $1.7M Reduce -5.6%
SMMD iShares Russell 2500 ETF 0.06% 22,700 $1.5M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.06% 18,931 $1.5M No change
ADP Automatic Data Processing 0.06% 4,852 $1.4M No change
PLTR Palantir Technologies Inc. Class A 0.06% 18,378 $1.4M Reduce -0.1%
CP Canadian Pacific Kansas City 0.05% 18,376 $1.3M No change
MCD McDonald's Corp. 0.05% 4,336 $1.3M Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.05% 2,308 $1.2M Add +22.1%
IVV iShares Core S&P 500 ETF 0.05% 2,091 $1.2M Add +8.2%
PM Philip Morris International 0.05% 10,140 $1.2M Add +0.0%
APH Amphenol Corp. Class A 0.05% 17,386 $1.2M No change
IJR iShares Core S&P Small-Cap E 0.04% 9,411 $1.1M Add +5.8%
VUSB Vanguard Ultra Short Bond Et 0.04% 21,642 $1.1M Add +5.4%
FDX FedEx Corp. 0.04% 3,675 $1.0M No change
LOW Lowe's Cos Inc. 0.04% 4,101 $1.0M Add +1.0%
CAT Caterpillar Inc. 0.04% 2,643 $959K No change
NVO Novo-Nordisk A/S-Spons ADR 0.04% 10,604 $912K No change
MO Altria Group Inc. 0.04% 16,804 $879K Add +0.0%
OC Owens Corning 0.03% 5,000 $852K No change
GILD Gilead Sciences Inc. 0.03% 9,064 $837K Reduce -14.2%
WTM White Mountains Insurance GP 0.03% 391 $761K No change
GLW Corning Inc. 0.03% 15,946 $758K No change
ITOT iShares Core S&P Total U.S. 0.03% 5,783 $744K No change
EFA iShares MSCI Eafe ETF 0.03% 9,165 $693K No change
IWF iShares Russell 1000 Growth 0.03% 1,712 $688K Add +36.2%
NVS Novartis AG-Sponsored ADR 0.03% 6,797 $661K No change
TSLA Tesla Inc. 0.03% 1,597 $645K Add +1.3%
BEPC Brookfield Renewable Corp. 0.03% 23,262 $643K Reduce -0.8%
IP International Paper Co. 0.03% 11,865 $639K No change
GLD SPDR Gold Shares 0.03% 2,591 $627K No change
CRC California Resources Corp. 0.02% 11,737 $609K No change
DGX Quest Diagnostics Inc. 0.02% 4,000 $603K No change
CSX CSX Corp. 0.02% 18,517 $598K No change
ICE Intercontinental Exchange Inc. 0.02% 3,684 $549K No change
UITB Victoryshares Core Intermedi 0.02% 11,545 $531K Add +3.3%
UNH Unitedhealth Group Inc. 0.02% 928 $469K Add +0.3%
BMY Bristol-Myers Squibb Co. 0.02% 8,063 $456K Reduce -6.0%
UBS UBS Group AG-Reg 0.02% 14,930 $453K No change
EUSA iShares MSCI USA Equal Weigh 0.02% 4,737 $452K No change
SPXE Proshares S&P 500 Ex-Energy 0.02% 7,070 $447K No change
LIN Linde PLC 0.02% 1,031 $432K Add +0.2%
LH Labcorp Holdings Inc. 0.02% 1,846 $423K Reduce -4.3%
BIIB Biogen Inc. 0.02% 2,731 $418K Reduce -7.6%
VRTX Vertex Pharmaceuticals Inc. 0.02% 1,000 $403K No change
V Visa Inc. Class A 0.02% 1,245 $393K Reduce -6.0%
CBT Cabot Corp. 0.02% 4,300 $393K No change
IWO iShares Russell 2000 Growth 0.02% 1,335 $384K No change
VWO Vanguard Ftse Emerging Marke 0.02% 8,498 $374K No change
CRM Salesforce Inc. 0.01% 1,091 $365K Reduce -1.6%
WFC Wells Fargo & Co. 0.01% 5,108 $359K Add +5.8%
PFE Pfizer Inc. 0.01% 13,509 $358K Reduce -21.7%
VEA Vanguard Ftse Developed ETF 0.01% 7,330 $351K No change
QCOM Qualcomm Inc. 0.01% 2,275 $349K No change
CWI State Street SPDR MSCI Acwi 0.01% 12,496 $349K Add +1.1%
WLY Wiley (john) & Sons Class A 0.01% 7,909 $346K No change
EAGL Eagle Capital Select Eqty 0.01% 12,399 $345K Reduce -46.1%
USRT iShares Core US REIT ETF 0.01% 5,867 $336K No change
WMT Walmart Inc. 0.01% 3,584 $324K No change
IVW iShares S&P 500 Growth ETF 0.01% 3,120 $317K No change
BLK BlackRock Inc. 0.01% 307 $315K Add +1.0%
AMGN Amgen Inc. 0.01% 1,199 $313K No change
EG Everest Group Ltd. 0.01% 850 $308K No change
AVAV Aerovironment Inc. 0.01% 2,000 $308K No change
GM General Motors Co. 0.01% 5,758 $307K No change
FNF Fidelity National Financial 0.01% 5,461 $307K No change
DOW Dow Inc. 0.01% 7,624 $306K Reduce -2.4%
QUAL iShares MSCI USA Quality Fac 0.01% 1,658 $295K No change
MRSH Marsh & McLennan Cos 0.01% 1,370 $291K No change
SCHW Schwab (charles) Corp. 0.01% 3,890 $288K No change
VZ Verizon Communications Inc. 0.01% 7,116 $285K Reduce -2.2%
PGR Progressive Corp. 0.01% 1,180 $283K No change
CFG Citizens Financial Group 0.01% 6,347 $278K No change
CSCO Cisco Systems Inc. 0.01% 4,644 $275K Reduce -2.1%
DVY iShares Select Dividend ETF 0.01% 2,087 $274K No change
APD Air Products & Chemicals Inc. 0.01% 921 $267K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 922 $267K Add +0.1%
IWB iShares Russell 1000 ETF 0.01% 810 $261K No change
IQV Iqvia Holdings Inc. 0.01% 1,321 $260K No change
TFC Truist Financial Corp. 0.01% 5,912 $256K No change
FNB FNB Corp. 0.01% 16,452 $243K No change
RY Royal Bank of Canada 0.01% 2,015 $243K No change
VIG Vanguard Dividend Apprec ETF 0.01% 1,237 $242K No change
VXUS Vanguard Total Intl Stock 0.01% 4,082 $241K No change
EXEL Exelixis Inc. 0.01% 7,000 $233K New
KHC The Kraft Heinz Co. 0.01% 7,523 $231K No change
PHO Invesco Water Resources ETF 0.01% 3,500 $230K No change
GE General Electric filed as GE AEROSPACE 0.01% 1,373 $229K No change
ORLY O'reilly Automotive Inc. 0.01% 190 $225K No change
FAST Fastenal Co. 0.01% 3,100 $223K Reduce -24.4%
GD General Dynamics Corp. 0.01% 840 $221K Reduce -0.2%
CVS CVS Health Corp. 0.01% 4,918 $221K Reduce -4.3%
DINO HF Sinclair Corp. 0.01% 6,000 $210K No change
VRSK Verisk Analytics Inc. 0.01% 763 $210K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 2,751 $208K Reduce -5.4%
COIN Coinbase Global Inc. Class A 0.01% 837 $208K New
EPD Enterprise Products Partners 0.01% 6,468 $203K New
CEG Constellation Energy 0.01% 899 $201K No change
NOTE Fiscalnote Holdings Inc. 0.01% 119,931 $128K No change

Portfolio Sells Q3 2024 → Q4 2024
SCHF Schwab Intl Equity ETF Reduce -49.6% 0.60% −0.70
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -50.0% 0.53% −0.62
XLK SS Technology Select Sector Reduce -60.4% 0.30% −0.43
TMO Thermo Fisher Scientific Inc. Reduce -0.5% 1.59% −0.28
PEP Pepsico Inc. Reduce -0.3% 2.69% −0.28
AMT American Tower Corp. Reduce -0.6% 1.03% −0.27
NXPI NXP Semiconductors NV Reduce -0.8% 1.43% −0.21
UNP Union Pacific Corp. Reduce -0.1% 2.53% −0.17
CL Colgate-Palmolive Co. Reduce -1.9% 1.15% −0.17
JNJ Johnson & Johnson Reduce -1.1% 1.41% −0.17
SCHA Schwab US Small-Cap ETF Reduce -8.7% 1.26% −0.10
FTLS First Trust Long/Short Eqty Sold out 0.00% −0.08
CMCSA Comcast Corp. Class A Reduce -4.5% 0.45% −0.07
RTX RTX Corp. Reduce -0.6% 1.56% −0.06
MSFT Microsoft Corp. Reduce -0.7% 4.11% −0.06
SBUX Starbucks Corp. Reduce -0.5% 0.82% −0.05
CB Chubb Ltd. Reduce -0.8% 1.21% −0.04
HD Home Depot Inc. Reduce -0.5% 1.09% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 3.90% −0.04
XOM Exxon Mobil Corp. Reduce -0.1% 0.45% −0.03
FTV Fortive Corp. Reduce -0.1% 0.89% −0.03
YUM Yum! Brands Inc. Reduce -2.9% 0.57% −0.03
MMM 3M Co. Reduce -0.1% 0.63% −0.03
KO The Coca-Cola Co. Reduce -2.1% 0.08% −0.01
CTAS Cintas Corp. Sold out 0.00% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.1% 1.72% −0.01
EAGL Eagle Capital Select Eqty Reduce -46.1% 0.01% −0.01
CDW CDW Corp. Sold out 0.00% −0.01
ITW Illinois Tool Works Reduce -0.1% 0.50% −0.01
UPS United Parcel Service Class B Reduce -0.2% 0.14% −0.01
BAX Baxter International Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -1.6% 0.08% −0.01
IBB iShares Biotechnology ETF Sold out 0.00% −0.01
UL Unilever PLC Sold out 0.00% −0.01
RWR SS SPDR Dow Jones REIT ETF Sold out 0.00% −0.01
PG The Procter & Gamble Co. Reduce -0.7% 0.26% −0.01
BIIB Biogen Inc. Reduce -7.6% 0.02% −0.01
PFE Pfizer Inc. Reduce -21.7% 0.01% −0.01
DOW Dow Inc. Reduce -2.4% 0.01% −0.00
BEPC Brookfield Renewable Corp. Reduce -0.8% 0.03% −0.00
SMH Vaneck Semiconductor ETF Reduce -5.6% 0.07% −0.00
CVS CVS Health Corp. Reduce -4.3% 0.01% −0.00
ALL Allstate Corp. Reduce -6.1% 0.11% −0.00
SOLV Solventum Corp. Reduce -0.2% 0.08% −0.00
FAST Fastenal Co. Reduce -24.4% 0.01% −0.00
MCD McDonald's Corp. Reduce -1.2% 0.05% −0.00
GILD Gilead Sciences Inc. Reduce -14.2% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -2.2% 0.01% −0.00
GD General Dynamics Corp. Reduce -0.2% 0.01% −0.00
ETN Eaton Corp. PLC Reduce -1.6% 1.27% −0.00

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +0.4% 2.26% +0.25
REGN Regeneron Pharmaceuticals Add +1083.7% 0.20% +0.17
ZS Zscaler Inc. Add +0.1% 0.68% +0.05
ABT Abbott Laboratories Add +2.1% 0.59% +0.02
VOO Vanguard S&P 500 ETF Add +22.1% 0.05% +0.01
TSLA Tesla Inc. Add +1.3% 0.03% +0.01
EXEL Exelixis Inc. New 0.01% +0.01
IWF iShares Russell 1000 Growth Add +36.2% 0.03% +0.01
COIN Coinbase Global Inc. Class A New 0.01% +0.01
EPD Enterprise Products Partners New 0.01% +0.01
ACN Accenture PLC Class A Add +0.0% 0.90% +0.01
IVV iShares Core S&P 500 ETF Add +8.2% 0.05% +0.01
WFC Wells Fargo & Co. Add +5.8% 0.01% +0.00
VUSB Vanguard Ultra Short Bond Et Add +5.4% 0.04% +0.00
IJR iShares Core S&P Small-Cap E Add +5.8% 0.04% +0.00
CVX Chevron Corp. Add +0.8% 0.35% +0.00
MO Altria Group Inc. Add +0.0% 0.04% +0.00
BLK BlackRock Inc. Add +1.0% 0.01% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.01% +0.00
PM Philip Morris International Add +0.0% 0.05% +0.00
UITB Victoryshares Core Intermedi Add +3.3% 0.02% +0.00
CWI State Street SPDR MSCI Acwi Add +1.1% 0.01% −0.00
LIN Linde PLC Add +0.2% 0.02% −0.00
UNH Unitedhealth Group Inc. Add +0.3% 0.02% −0.00
LOW Lowe's Cos Inc. Add +1.0% 0.04% −0.00
SNPS Synopsys Inc. Add +0.5% 0.42% −0.01
LMT Lockheed Martin Corp. Add +0.0% 0.10% −0.02
SHEL Shell PLC-ADR Add +0.5% 0.61% −0.02
SO The Southern Co. Add +0.0% 0.46% −0.04
ROP Roper Technologies Inc. Add +0.4% 0.82% −0.04
ADBE Adobe Inc. Add +1.4% 0.46% −0.06
NEE Nextera Energy Inc. Add +0.1% 0.45% −0.07
NKE Nike Inc. Class B Add +0.4% 0.54% −0.08
DHR Danaher Corp. Add +0.2% 0.52% −0.10
DD Dupont DE Nemours Inc. Add +0.1% 0.78% −0.12
MRK Merck & Co. Inc. Add +0.6% 1.13% −0.13
PLD Prologis Inc. Add +1.0% 0.81% −0.13
MDLZ Mondelez International Inc. Class A Add +0.1% 0.66% −0.14
STZ Constellation Brands Inc. Class A Add +0.1% 1.02% −0.15
LLY Eli Lilly & Co. Add +0.5% 3.20% −0.40

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$2.9BAVGO, GOOGL, PANW, LLY, AAPL
Q1 2026 186$2.5BAVGO, GOOGL, LLY, AAPL, BRK.B
Q4 2025 186$2.7BAVGO, GOOGL, MSFT, LLY, AAPL
Q3 2025 193$2.6BAVGO, MSFT, GOOGL, BRK.B, AAPL
Q2 2025 188$2.5BAVGO, MSFT, BRK.B, PANW, LLY
Q1 2025 181$2.4BBRK.B, AVGO, MSFT, AAPL, LLY
Q4 2024 180$2.5BAVGO, MSFT, BRK.B, AAPL, AMZN
Q3 2024 184$2.5BAVGO, MSFT, BRK.B, LLY, AAPL
Q2 2024 182$2.4BAVGO, MSFT, BRK.B, GOOGL, LLY
Q1 2024 185$2.4BMSFT, AVGO, BRK.B, DIS, PEP