Kornitzer Capital Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Kornitzer Capital Management Inc. reported 453 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Apple (AAPL, 2.3%) and Eli Lilly (LLY, 2.1%). Compared with Q4 2024, it opened 19 new positions, sold out of 23, added to 108 and reduced 194. The biggest buy was Exxon Mobil (XOM, shares +0%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE MISSION, KS
- CIK
- 0000898358
- Portfolio Value
- $4.8B (Q1 2025)
- SEC Filing
- 0000898358-25-000007 ↗ filed May 2, 2025
Holdings Value
Holdings 453 stocks · $4.8B
| MSFT Microsoft Corp. | 4.49% | 576,173 | $216.3M | Reduce -1.9% |
| AAPL Apple Inc. | 2.28% | 495,196 | $110.0M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 2.08% | 121,595 | $100.4M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 1.95% | 99,661 | $94.3M | Reduce -8.3% |
| HES Hess Corp. | 1.92% | 579,968 | $92.6M | Reduce -4.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.88% | 263,227 | $90.9M | Reduce -6.7% |
| XOM Exxon Mobil Corp. | 1.72% | 698,969 | $83.1M | Add +0.3% |
| CVX Chevron Corp. | 1.57% | 453,123 | $75.8M | Reduce -0.4% |
| WM Waste Management Inc. | 1.57% | 326,270 | $75.5M | Reduce -3.5% |
| KMI Kinder Morgan Inc. | 1.56% | 2,637,939 | $75.3M | Reduce -0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.36% | 1,564,213 | $65.4M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.35% | 262,729 | $65.3M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 1.31% | 371,655 | $63.3M | Reduce -1.9% |
| PEP Pepsico Inc. | 1.23% | 394,647 | $59.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.21% | 353,188 | $58.6M | Add +1.2% |
| COP Conocophillips | 1.17% | 535,029 | $56.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.16% | 362,262 | $56.0M | Add +2.0% |
| CSCO Cisco Systems Inc. | 1.14% | 892,064 | $55.0M | Add +0.7% |
| QCOM Qualcomm Inc. | 1.12% | 351,288 | $54.0M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.08% | 90,266 | $52.0M | Reduce -1.5% |
| ABT Abbott Laboratories | 1.07% | 388,476 | $51.5M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.03% | 261,171 | $49.7M | Add +1.0% |
| ALL Allstate Corp. | 1.03% | 239,219 | $49.5M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.98% | 527,032 | $47.3M | Reduce -2.1% |
| WMT Walmart Inc. | 0.98% | 537,802 | $47.2M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.97% | 654,259 | $46.9M | Reduce -6.5% |
| VZ Verizon Communications Inc. | 0.88% | 940,057 | $42.6M | Add +0.9% |
| KMB Kimberly-Clark Corp. | 0.86% | 291,747 | $41.5M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 0.82% | 354,514 | $39.7M | Reduce -1.4% |
| MSCI MSCI Inc. | 0.69% | 58,994 | $33.4M | Reduce -13.2% |
| APA Apa Corp. | 0.69% | 1,586,564 | $33.3M | Add +3.5% |
| PFE Pfizer Inc. | 0.68% | 1,286,358 | $32.6M | Add +6.3% |
| SHEL Shell PLC-ADR | 0.67% | 443,827 | $32.5M | Add +0.3% |
| CLX Clorox Company | 0.64% | 210,411 | $31.0M | Reduce -1.2% |
| TFC Truist Financial Corp. | 0.64% | 750,164 | $30.9M | Add +1.8% |
| GD General Dynamics Corp. | 0.64% | 112,634 | $30.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.59% | 261,458 | $28.3M | Add +1.8% |
| TRU Transunion | 0.58% | 339,671 | $28.2M | Reduce -0.3% |
| T AT&T Inc. | 0.56% | 958,212 | $27.1M | Add +0.7% |
| FOUR SHIFT4 Payments Inc. Class A | 0.55% | 324,371 | $26.5M | Reduce -9.6% |
| JPM JPMorgan Chase & Co. | 0.53% | 104,143 | $25.5M | Reduce -1.1% |
| CINF Cincinnati Financial Corp. | 0.53% | 172,027 | $25.4M | Reduce -0.8% |
| V Visa Inc. Class A | 0.52% | 72,158 | $25.3M | Reduce -3.5% |
| CSGP Costar Group Inc. | 0.51% | 309,981 | $24.6M | Reduce -0.1% |
| MELI MercadoLibre Inc. | 0.50% | 12,276 | $23.9M | Reduce -9.6% |
| SAP Sap SE-Sponsored ADR | 0.49% | 87,391 | $23.5M | No change |
| GIS General Mills Inc. | 0.48% | 388,949 | $23.3M | Reduce -0.4% |
| ABBNY Abb Ltd.-Spon ADR | 0.47% | 442,943 | $22.6M | Reduce -4.7% |
| CAG Conagra Brands Inc. | 0.47% | 843,879 | $22.5M | Add +3.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.46% | 232,958 | $22.1M | No change |
| UL Unilever PLC | 0.46% | 370,152 | $22.0M | Add +52.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 132,627 | $22.0M | Reduce -12.9% |
| VRSK Verisk Analytics Inc. | 0.45% | 73,037 | $21.7M | Reduce -10.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 295,109 | $21.7M | Reduce -1.4% |
| VEEV Veeva Systems Inc. Class A | 0.45% | 93,181 | $21.6M | Reduce -10.4% |
| BKNG Booking Holdings Inc. | 0.45% | 4,672 | $21.5M | Reduce -7.7% |
| VST Vistra Corp. | 0.43% | 175,255 | $20.6M | Add +9.1% |
| VRNS Varonis Systems Inc. | 0.42% | 503,070 | $20.3M | Add +23.9% |
| CPRT Copart Inc. | 0.42% | 358,441 | $20.3M | Reduce -0.1% |
| K Kellanova | 0.41% | 240,218 | $19.8M | Reduce -1.7% |
| GFL GFL Environmental Inc.-Sub VT | 0.40% | 399,070 | $19.3M | Reduce -11.7% |
| LIN Linde PLC | 0.40% | 41,195 | $19.2M | Reduce -14.2% |
| BMY Bristol-Myers Squibb Co. | 0.39% | 310,361 | $18.9M | Add +1.3% |
| PYPL PayPal Holdings Inc. | 0.38% | 281,789 | $18.4M | Reduce -1.1% |
| RSG Republic Services Inc. | 0.37% | 74,560 | $18.1M | Reduce -1.4% |
| AON Aon PLC Class A | 0.37% | 44,866 | $17.9M | Add +0.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.37% | 296,664 | $17.8M | Add +3.6% |
| WMS Advanced Drainage Systems Inc. | 0.36% | 160,595 | $17.4M | Add +6.6% |
| ICLR Icon PLC | 0.36% | 99,627 | $17.4M | Add +2.6% |
| MLM Martin Marietta Materials | 0.36% | 36,102 | $17.3M | Reduce -22.5% |
| RTX RTX Corp. | 0.35% | 126,623 | $16.8M | Add +0.4% |
| CFG Citizens Financial Group | 0.34% | 404,042 | $16.6M | Reduce -1.9% |
| SKY Champion Homes Inc. | 0.34% | 174,374 | $16.5M | No change |
| DINO HF Sinclair Corp. | 0.34% | 497,971 | $16.4M | Add +15.0% |
| BP BP PLC-Spons ADR | 0.33% | 477,764 | $16.1M | Add +2.7% |
| AME Ametek Inc. | 0.33% | 93,530 | $16.1M | Reduce -23.7% |
| CRH CRH PLC | 0.33% | 182,545 | $16.1M | Reduce -1.5% |
| HLNE Hamilton Lane Inc. Class A | 0.33% | 107,698 | $16.0M | No change |
| EMR Emerson Electric Co. | 0.33% | 144,252 | $15.8M | Reduce -2.1% |
| OPCH Option Care Health Inc. | 0.32% | 444,095 | $15.5M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 23,204 | $15.4M | Reduce -7.3% |
| PLMR Palomar Holdings Inc. | 0.31% | 108,673 | $14.9M | Reduce -17.1% |
| OLED Universal Display Corp. | 0.31% | 105,487 | $14.7M | Add +23.3% |
| UNH Unitedhealth Group Inc. | 0.30% | 27,934 | $14.6M | Add +1.1% |
| ICE Intercontinental Exchange Inc. | 0.30% | 83,697 | $14.4M | Reduce -12.3% |
| LGND Ligand Pharmaceuticals | 0.30% | 135,482 | $14.2M | No change |
| NEM Newmont Corp. | 0.29% | 291,891 | $14.1M | Add +5.7% |
| IT Gartner Inc. | 0.28% | 32,421 | $13.6M | Reduce -6.5% |
| GSK GSK PLC-Spon ADR | 0.28% | 349,951 | $13.6M | Add +1.1% |
| KNSL Kinsale Capital Group Inc. | 0.28% | 27,690 | $13.5M | No change |
| DOW Dow Inc. | 0.27% | 379,447 | $13.3M | Reduce -11.6% |
| SYY Sysco Corp. | 0.27% | 176,174 | $13.2M | Reduce -5.5% |
| HALO Halozyme Therapeutics Inc. | 0.27% | 205,649 | $13.1M | Reduce -3.5% |
| DLR Digital Realty Trust Inc. | 0.27% | 90,300 | $12.9M | No change |
| CPAY Corpay Inc. | 0.27% | 37,050 | $12.9M | No change |
| DV Doubleverify Holdings Inc. | 0.27% | 961,813 | $12.9M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.27% | 41,116 | $12.8M | Add +0.0% |
| SNY Sanofi-ADR | 0.26% | 230,257 | $12.8M | Reduce -1.6% |
| ELF Elf Beauty Inc. | 0.26% | 202,202 | $12.7M | Add +394.4% |
| CME Cme Group Inc. | 0.26% | 47,514 | $12.6M | Reduce -22.6% |
Other holdings (12): bonds, preferreds, convertibles and warrants · $28.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 110,000 | $6.5M | Reduce -8.3% |
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 125,000 | $5.5M | Add +78.6% |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | NOTE 6.000% 8/1 · principal | 1,000,000 | $4.1M | No change |
| STRIDE INC (LRN 1.125 09/01/27) | NOTE 1.125% 9/0 · principal | 1,600,000 | $3.9M | Reduce -11.1% |
| MIRUM PHARMACEUTICALS (MIRM 4 05/01/29) | NOTE 4.000% 5/0 · principal | 1,300,000 | $2.1M | Reduce -7.1% |
| PATRICK INDUSTRIES INC (PATK 1.75 12/01/28) | NOTE 1.750%12/0 · principal | 1,250,000 | $1.7M | No change |
| ARRAY TECHNOLOGIES INC (ARRY 1 12/01/28) | NOTE 1.000%12/0 · principal | 2,000,000 | $1.5M | No change |
| LUMENTUM HOLDINGS INC (LITE 0.5 12/15/26) | NOTE 0.500%12/1 · principal | 750,000 | $777K | No change |
| PTC THERAPEUTICS INC (PTCT 1.5 09/15/26) | NOTE 1.500% 9/1 · principal | 600,000 | $700K | No change |
| EXACT SCIENCES CORP (EXAS 0.375 03/01/28) | NOTE 0.375% 3/0 · principal | 750,000 | $658K | No change |
| BIOMARIN PHARMACEUTICAL (BMRN 1.25 05/15/27) | NOTE 1.250% 5/1 · principal | 500,000 | $470K | No change |
| APELLIS PHARMACEUTICALS (APLS 3.5 09/15/26) | NOTE 3.500% 9/1 · principal | 300,000 | $307K | No change |
Total filed on the 13F, all lines: $4.9B.
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.9% | 4.49% | −0.38 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.36 |
| CALX Calix Inc. | Reduce -95.8% | 0.01% | −0.24 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.23 |
| AAPL Apple Inc. | Reduce -2.3% | 2.28% | −0.21 |
| WDAY Workday Inc. Class A | Reduce -92.3% | 0.02% | −0.20 |
| CDMO Avid Bioservices Inc. | Sold out | 0.00% | −0.19 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -9.6% | 0.55% | −0.18 |
| DEO Diageo PLC-Sponsored ADR | Reduce -76.2% | 0.04% | −0.17 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.17 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.17 |
| CYBR Cyberark Software Ltd./Israel | Reduce -48.0% | 0.18% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.9% | 0.46% | −0.13 |
| SPGI S&P Global Inc. | Reduce -41.6% | 0.23% | −0.13 |
| JBI Janus International Group Inc. | Sold out | 0.00% | −0.12 |
| MLM Martin Marietta Materials | Reduce -22.5% | 0.36% | −0.11 |
| SPOT Spotify Technology SA | Reduce -91.1% | 0.01% | −0.11 |
| MSCI MSCI Inc. | Reduce -13.2% | 0.69% | −0.11 |
| DV Doubleverify Holdings Inc. | Reduce -2.5% | 0.27% | −0.11 |
| TTD Trade Desk Inc./the Class A | Reduce -21.2% | 0.06% | −0.10 |
| SHOO Steven Madden Ltd. | Reduce -41.4% | 0.06% | −0.10 |
| AME Ametek Inc. | Reduce -23.7% | 0.33% | −0.10 |
| KEYS Keysight Technologies Inc. | Reduce -62.4% | 0.06% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -1.1% | 0.38% | −0.10 |
| GTLS Chart Industries Inc. | Reduce -15.7% | 0.20% | −0.10 |
| PINS Pinterest Inc. Class A | Reduce -39.1% | 0.21% | −0.09 |
| NSRGY Nestle SA-Spons ADR | Reduce -96.1% | 0.00% | −0.09 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.09 |
| CSTL Castle Biosciences Inc. | Reduce -27.5% | 0.12% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -29.2% | 0.23% | −0.08 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.08 |
| KRNT Kornit Digital Ltd. | Reduce -2.6% | 0.14% | −0.08 |
| LPRO Open Lending Corp. | Sold out | 0.00% | −0.08 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −0.08 |
| WING Wingstop Inc. | Reduce -55.7% | 0.04% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.98% | −0.07 |
| FWRG First Watch Restaurant Group | Reduce -37.6% | 0.10% | −0.07 |
| NTRA Natera Inc. | Reduce -16.9% | 0.26% | −0.07 |
| HUBS HubSpot Inc. | Reduce -22.1% | 0.14% | −0.07 |
| AVGO Broadcom Inc. | Reduce -15.3% | 0.12% | −0.06 |
| DOW Dow Inc. | Reduce -11.6% | 0.27% | −0.06 |
| OABI Omniab Inc. | Sold out | 0.00% | −0.06 |
| BIO Bio-Rad Laboratories-A | Reduce -2.6% | 0.19% | −0.06 |
| DAVA Endava PLC- Spon ADR | Reduce -0.2% | 0.12% | −0.06 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -15.0% | 0.21% | −0.05 |
| APTV Aptiv PLC | Reduce -28.4% | 0.14% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -7.7% | 0.45% | −0.05 |
| IT Gartner Inc. | Reduce -6.5% | 0.28% | −0.05 |
| A Agilent Technologies Inc. | Reduce -22.1% | 0.12% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Add +0.3% | 1.72% | +0.25 |
| JNJ Johnson & Johnson | Add +1.2% | 1.21% | +0.22 |
| UL Unilever PLC | Add +52.7% | 0.46% | +0.19 |
| ELF Elf Beauty Inc. | Add +394.4% | 0.26% | +0.16 |
| NTNX Nutanix Inc. Class A | New | 0.16% | +0.16 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.88% | +0.15 |
| T AT&T Inc. | Add +0.7% | 0.56% | +0.14 |
| MNDY Monday.com Ltd. | New | 0.13% | +0.13 |
| SHEL Shell PLC-ADR | Add +0.3% | 0.67% | +0.13 |
| PTC PTC Inc. | Add +308.0% | 0.17% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.7% | 1.14% | +0.11 |
| IBP Installed Building Products | New | 0.11% | +0.11 |
| BIRK Birkenstock Holding PLC | New | 0.10% | +0.10 |
| NEM Newmont Corp. | Add +5.7% | 0.29% | +0.09 |
| ONTO Onto Innovation Inc. | New | 0.09% | +0.09 |
| RELX Relx PLC - Spon ADR | New | 0.08% | +0.08 |
| OKTA Okta Inc. | Add +6.5% | 0.25% | +0.08 |
| VRNS Varonis Systems Inc. | Add +23.9% | 0.42% | +0.07 |
| BP BP PLC-Spons ADR | Add +2.7% | 0.33% | +0.06 |
| RTX RTX Corp. | Add +0.4% | 0.35% | +0.06 |
| OLED Universal Display Corp. | Add +23.3% | 0.31% | +0.06 |
| NOVT Novanta Inc. | Add +77.3% | 0.16% | +0.06 |
| MEDP Medpace Holdings Inc. | New | 0.05% | +0.05 |
| AON Aon PLC Class A | Add +0.1% | 0.37% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +1.3% | 0.39% | +0.05 |
| GSK GSK PLC-Spon ADR | Add +1.1% | 0.28% | +0.05 |
| GEV GE Vernova Inc. | Add +88.0% | 0.11% | +0.05 |
| PFE Pfizer Inc. | Add +6.3% | 0.68% | +0.04 |
| CNQ Canadian Natural Resources | New | 0.04% | +0.04 |
| MDT Medtronic PLC | Add +2.3% | 0.24% | +0.04 |
| DINO HF Sinclair Corp. | Add +15.0% | 0.34% | +0.04 |
| CRDO Credo Technology Group Holdi | New | 0.04% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | Add +24.2% | 0.17% | +0.04 |
| RIO Rio Tinto PLC-Spon ADR | Add +3.6% | 0.37% | +0.04 |
| MCD McDonald's Corp. | Add +0.0% | 0.27% | +0.03 |
| MA Mastercard Inc. Class A | Add +2.8% | 0.26% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 0.30% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.9% | 0.10% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +37.1% | 0.08% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +9.1% | 0.24% | +0.02 |
| CAG Conagra Brands Inc. | Add +3.1% | 0.47% | +0.02 |
| KHC The Kraft Heinz Co. | Add +5.1% | 0.22% | +0.02 |
| WMS Advanced Drainage Systems Inc. | Add +6.6% | 0.36% | +0.02 |
| CL Colgate-Palmolive Co. | Add +1.1% | 0.22% | +0.02 |
| AVAV Aerovironment Inc. | Add +57.5% | 0.08% | +0.02 |
| ORCL Oracle Corp. | Add +513.3% | 0.02% | +0.02 |
| NKE Nike Inc. Class B | Add +126.2% | 0.03% | +0.02 |
| DASH DoorDash Inc. Class A | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| HAYW Hayward Holdings Inc. | New | 0.02% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -8.3% | 110,000 | $6.5M |
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | Add +78.6% | 125,000 | $5.5M |
| STRIDE INC (LRN 1.125 09/01/27) | NOTE 1.125% 9/0 · principal | Reduce -11.1% | 1,600,000 | $3.9M |
| MIRUM PHARMACEUTICALS (MIRM 4 05/01/29) | NOTE 4.000% 5/0 · principal | Reduce -7.1% | 1,300,000 | $2.1M |
| LIVE NATION ENTERTAINMEN (LYV 2 02/15/25) | NOTE 2.000% 2/1 · principal | Sold out | 500,000 | $613Kbefore exit |
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 | 541 | $4.8B | MSFT, CVX, LLY, AAPL, GOOGL |
| Q1 2026 | 497 | $4.6B | MSFT, CVX, XOM, AAPL, LLY |
| Q4 2025 | 495 | $4.8B | MSFT, CVX, LLY, AAPL, GOOGL |
| Q3 2025 | 487 | $4.9B | MSFT, CVX, AAPL, LLY, COST |
| Q2 2025 | 480 | $4.9B | MSFT, COST, LLY, AAPL, AJG |
| Q1 2025 | 453 | $4.8B | MSFT, AAPL, LLY, COST, HES |
| Q4 2024 | 457 | $5.1B | MSFT, AAPL, COST, LLY, HES |
| Q3 2024 | 460 | $5.4B | MSFT, AAPL, LLY, COST, HES |
| Q2 2024 | 459 | $5.3B | MSFT, LLY, AAPL, COST, HES |
| Q1 2024 | 458 | $5.4B | MSFT, LLY, HES, AAPL, COST |