Lord, Abbett & Co. LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed October 7, 2024), Lord, Abbett & Co. LLC reported 507 stock positions worth $30.3 billion. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Alphabet Class A (GOOGL, 1.8%). Compared with Q1 2024, it opened 92 new positions, sold out of 115, added to 177 and reduced 229. The biggest buy was Alphabet Class A (GOOGL, shares +103%) and the biggest sale Meta Platforms Class A (META, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0000728100
- Portfolio Value
- $30.3B (Q2 2024)
- SEC Filing
- 0000930413-24-002938 ↗ filed Oct 7, 2024
Holdings Value
Holdings 507 stocks · $30.3B
| NVDA Nvidia Corp. | 3.87% | 9,494,105 | $1.2B | Reduce -12.6% |
| MSFT Microsoft Corp. | 3.40% | 2,301,133 | $1.0B | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.82% | 3,031,483 | $552.2M | Add +103.1% |
| JPM JPMorgan Chase & Co. | 1.62% | 2,424,027 | $490.3M | Add +32.1% |
| AMZN Amazon.com Inc. | 1.37% | 2,143,611 | $414.3M | Add +9.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.37% | 2,380,153 | $413.7M | Add +21.5% |
| LLY Eli Lilly & Co. | 1.34% | 449,988 | $407.4M | Add +8.4% |
| AVGO Broadcom Inc. | 1.34% | 252,879 | $406.0M | Add +59.1% |
| XOM Exxon Mobil Corp. | 1.24% | 3,274,106 | $376.9M | Add +12.2% |
| AAPL Apple Inc. | 1.07% | 1,544,886 | $325.4M | Add +152.0% |
| UNH Unitedhealth Group Inc. | 1.02% | 606,600 | $308.9M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.01% | 606,766 | $305.9M | Reduce -43.3% |
| ABBV Abbvie Inc. | 1.01% | 1,777,221 | $304.8M | Add +1.5% |
| SCHW Schwab (charles) Corp. | 0.97% | 4,001,324 | $294.9M | Reduce -1.5% |
| CRH CRH PLC | 0.95% | 3,838,766 | $287.8M | Reduce -3.5% |
| PH Parker Hannifin Corp. | 0.90% | 540,001 | $273.1M | Reduce -22.7% |
| WMT Walmart Inc. | 0.85% | 3,803,252 | $257.5M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.83% | 6,309,826 | $250.9M | Add +1.1% |
| CYBR Cyberark Software Ltd./Israel | 0.80% | 884,700 | $241.9M | Add +34.4% |
| PM Philip Morris International | 0.79% | 2,373,279 | $240.5M | Add +2.1% |
| SPOT Spotify Technology SA | 0.77% | 746,908 | $234.4M | Add +3.0% |
| ANET Arista Networks Inc. | 0.74% | 637,668 | $223.5M | Reduce -12.3% |
| SHEL Shell PLC-ADR | 0.73% | 3,061,661 | $221.0M | Add +0.6% |
| EME Emcor Group Inc. | 0.72% | 601,093 | $219.4M | Reduce -7.2% |
| ETN Eaton Corp. PLC | 0.72% | 692,997 | $217.3M | Reduce -12.3% |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.71% | 2,616,392 | $215.0M | Add +0.7% |
| NTRA Natera Inc. | 0.71% | 1,973,722 | $213.7M | Add +9.9% |
| DHR Danaher Corp. | 0.70% | 853,496 | $213.2M | Add +22.4% |
| AER Aercap Holdings NV | 0.70% | 2,286,005 | $213.1M | Add +54.9% |
| COST Costco Wholesale Corp. | 0.69% | 246,698 | $209.7M | Add +112.0% |
| KLAC KLA Corp. | 0.68% | 251,323 | $207.2M | Add +14.2% |
| ISRG Intuitive Surgical Inc. | 0.66% | 447,053 | $198.9M | Reduce -7.8% |
| CMCSA Comcast Corp. Class A | 0.65% | 5,058,245 | $198.1M | Reduce -19.9% |
| MS Morgan Stanley | 0.63% | 1,977,082 | $192.2M | Add +1.4% |
| AMP Ameriprise Financial Inc. | 0.61% | 434,869 | $185.8M | Reduce -10.2% |
| LRCX Lam Research Corp. | 0.61% | 174,117 | $185.4M | Reduce -28.3% |
| ADI Analog Devices Inc. | 0.60% | 792,262 | $180.8M | Add +493.4% |
| HUBS HubSpot Inc. | 0.59% | 305,395 | $180.1M | Add +61.6% |
| MPWR Monolithic Power Systems Inc. | 0.59% | 217,281 | $178.5M | Add +32.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 456,164 | $174.8M | Add +24.4% |
| LOW Lowe's Cos Inc. | 0.57% | 786,788 | $173.5M | Add +8.8% |
| ROP Roper Technologies Inc. | 0.57% | 306,466 | $172.7M | Reduce -19.8% |
| ETR Entergy Corp. | 0.56% | 1,572,774 | $168.3M | Add +11.4% |
| ABT Abbott Laboratories | 0.55% | 1,600,523 | $166.3M | Reduce -19.3% |
| WFC Wells Fargo & Co. | 0.55% | 2,788,166 | $165.6M | Add +0.2% |
| NFLX Netflix Inc. | 0.54% | 242,721 | $163.8M | Reduce -22.4% |
| GKOS Glaukos Corp. | 0.54% | 1,377,433 | $163.0M | Reduce -9.0% |
| MELI MercadoLibre Inc. | 0.53% | 97,615 | $160.4M | Reduce -12.6% |
| TGT Target Corp. | 0.53% | 1,076,519 | $159.4M | Reduce -13.2% |
| CB Chubb Ltd. | 0.52% | 613,581 | $156.5M | Reduce -7.7% |
| UNP Union Pacific Corp. | 0.51% | 677,369 | $153.3M | Reduce -4.5% |
| SNPS Synopsys Inc. | 0.47% | 239,509 | $142.5M | Add +34.6% |
| SPGI S&P Global Inc. | 0.46% | 315,708 | $140.8M | Reduce -16.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.45% | 1,401,689 | $136.9M | Add +1190.5% |
| AMAT Applied Materials Inc. | 0.45% | 575,623 | $135.8M | Reduce -13.1% |
| NTAP Netapp Inc. | 0.44% | 1,045,546 | $134.7M | Add +32.6% |
| EVR Evercore Inc. Class A | 0.44% | 638,642 | $133.1M | Add +71.5% |
| LH Labcorp Holdings Inc. | 0.43% | 645,315 | $131.3M | Reduce -12.9% |
| BPMC Blueprint Medicines Corp. | 0.42% | 1,190,150 | $128.3M | Reduce -9.7% |
| NOC Northrop Grumman Corp. | 0.42% | 290,867 | $126.8M | Reduce -13.7% |
| APP AppLovin Corp. Class A | 0.41% | 1,496,685 | $124.6M | Add +106.5% |
| CAVA Cava Group Inc. | 0.41% | 1,338,757 | $124.2M | Reduce -2.5% |
| RS Reliance Inc. | 0.41% | 434,745 | $124.2M | Reduce -25.4% |
| MFC Manulife Financial Corp. | 0.41% | 4,651,446 | $123.8M | Add +6.6% |
| EMR Emerson Electric Co. | 0.41% | 1,123,344 | $123.7M | Add +13.3% |
| ACN Accenture PLC Class A | 0.41% | 407,648 | $123.7M | Reduce -23.6% |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 1,914,650 | $120.0M | Add +51.1% |
| UBER Uber Technologies Inc. | 0.40% | 1,648,156 | $119.8M | Reduce -28.3% |
| KO The Coca-Cola Co. | 0.39% | 1,852,448 | $117.9M | Reduce -10.6% |
| NEE Nextera Energy Inc. | 0.39% | 1,648,133 | $116.7M | Add +9.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.38% | 443,391 | $115.0M | Add +9.6% |
| MRSH Marsh & McLennan Cos | 0.37% | 526,201 | $110.9M | Add +15.4% |
| CDNS Cadence Design SYS Inc. | 0.36% | 356,773 | $109.8M | Reduce -9.9% |
| CR Crane Co. | 0.36% | 750,342 | $108.8M | Add +3.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.36% | 1,235,087 | $108.5M | Reduce -9.7% |
| EWBC East West Bancorp Inc. | 0.35% | 1,461,410 | $107.0M | Add +1.4% |
| ALL Allstate Corp. | 0.35% | 655,102 | $104.6M | Reduce -20.4% |
| RXST Rxsight Inc. | 0.34% | 1,735,285 | $104.4M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 0.34% | 232,649 | $102.6M | Reduce -46.2% |
| ALLE Allegion PLC | 0.33% | 850,770 | $100.5M | Add +3.9% |
| KMI Kinder Morgan Inc. | 0.33% | 5,050,312 | $100.3M | No change |
| COIN Coinbase Global Inc. Class A | 0.32% | 437,092 | $97.1M | Add +2.3% |
| ROST Ross Stores Inc. | 0.31% | 654,781 | $95.2M | Reduce -3.4% |
| TDG Transdigm Group Inc. | 0.31% | 73,996 | $94.5M | Reduce -0.0% |
| APO Apollo Global Management Inc. | 0.31% | 791,327 | $93.4M | Reduce -0.1% |
| RNR Renaissancere Holdings Ltd. | 0.31% | 415,200 | $92.8M | Add +1.1% |
| KKR KKR & Co. Inc. | 0.30% | 872,830 | $91.9M | Reduce -13.4% |
| GM General Motors Co. | 0.30% | 1,969,336 | $91.5M | Reduce -11.0% |
| FERG Ferguson Jersey Ltd. | 0.30% | 471,920 | $91.4M | Reduce -24.0% |
| URI United Rentals Inc. | 0.30% | 140,938 | $91.1M | Reduce -21.6% |
| PR Permian Resources Corp. Class A | 0.30% | 5,619,389 | $90.8M | Reduce -0.6% |
| REGN Regeneron Pharmaceuticals | 0.30% | 86,232 | $90.6M | Add +86.3% |
| WING Wingstop Inc. | 0.30% | 212,191 | $89.7M | Reduce -1.9% |
| BLK BlackRock Finance Inc. | 0.29% | 111,007 | $87.4M | Reduce -0.0% |
| WM Waste Management Inc. | 0.29% | 408,763 | $87.2M | No change |
| MOH Molina Healthcare Inc. | 0.29% | 292,898 | $87.1M | Reduce -16.1% |
| CAMT Camtek Ltd. | 0.28% | 687,506 | $86.1M | Add +4.7% |
| ONTO Onto Innovation Inc. | 0.28% | 381,076 | $83.7M | Add +26.6% |
| AVAV Aerovironment Inc. | 0.27% | 451,444 | $82.2M | Reduce -22.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 745,458 | $82.1M | Reduce -6.8% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $274.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 3,765,879 | $156.8M | Add +50.2% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 473,571 | $31.1M | Reduce -0.1% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 22,199 | $26.6M | Add +5.7% |
| SHIFT4 PAYMENTS INC (FOUR 0.5 08/01/27) | NOTE 0.500% 8/0 · principal | 20,311,000 | $19.2M | New |
| SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) | NOTE 1.250% 5/0 · principal | 11,907,000 | $11.9M | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 9,034 | $10.7M | Reduce -5.5% |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | 127,831 | $7.3M | Add +18.3% |
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | 190,689 | $6.1M | No change |
| PERMIAN RESOURC OPTG LLC (PR 3.25 04/01/28) | NOTE 3.250% 4/0 · principal | 1,725,000 | $4.8M | New |
Total filed on the 13F, all lines: $30.6B.
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -43.3% | 1.01% | −0.68 |
| DKNG Draftkings Inc. Class A | Reduce -95.8% | 0.02% | −0.55 |
| SAIA Saia Inc. | Reduce -59.3% | 0.24% | −0.47 |
| DECK Deckers Outdoor Corp. | Reduce -84.1% | 0.09% | −0.46 |
| SHOP Shopify Inc. Class A | Reduce -73.1% | 0.12% | −0.41 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.39 |
| PH Parker Hannifin Corp. | Reduce -22.7% | 0.90% | −0.36 |
| AMD Advanced Micro Devices | Reduce -57.5% | 0.22% | −0.35 |
| MA Mastercard Inc. Class A | Reduce -46.2% | 0.34% | −0.34 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.33 |
| DUOL Duolingo | Reduce -78.5% | 0.08% | −0.32 |
| AXON Axon Enterprise Inc. | Reduce -60.4% | 0.18% | −0.30 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.29 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.29 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.28 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.28 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.27 |
| DXCM Dexcom Inc. | Reduce -91.0% | 0.02% | −0.24 |
| CMCSA Comcast Corp. Class A | Reduce -19.9% | 0.65% | −0.23 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.22 |
| RS Reliance Inc. | Reduce -25.4% | 0.41% | −0.22 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.21 |
| DASH DoorDash Inc. Class A | Reduce -28.2% | 0.27% | −0.20 |
| V Visa Inc. Class A | Reduce -96.3% | 0.01% | −0.19 |
| ACN Accenture PLC Class A | Reduce -23.6% | 0.41% | −0.19 |
| TGT Target Corp. | Reduce -13.2% | 0.53% | −0.19 |
| ABT Abbott Laboratories | Reduce -19.3% | 0.55% | −0.18 |
| UBER Uber Technologies Inc. | Reduce -28.3% | 0.40% | −0.18 |
| MOH Molina Healthcare Inc. | Reduce -16.1% | 0.29% | −0.18 |
| CZR Caesars Entertainment Inc. | Reduce -96.2% | 0.01% | −0.18 |
| TREX Trex Company Inc. | Reduce -55.3% | 0.09% | −0.18 |
| SMCI Super Micro Computer Inc. | Reduce -84.2% | 0.03% | −0.17 |
| NOW ServiceNow Inc. | Reduce -50.8% | 0.18% | −0.17 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −0.17 |
| CRH CRH PLC | Reduce -3.5% | 0.95% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -97.6% | 0.00% | −0.16 |
| NBIX Neurocrine Biosciences Inc. | Reduce -91.2% | 0.02% | −0.16 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.16 |
| LRCX Lam Research Corp. | Reduce -28.3% | 0.61% | −0.15 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.15 |
| TW Tradeweb Markets Inc. Class A | Reduce -83.7% | 0.03% | −0.14 |
| DDOG Datadog Inc. Class A | Reduce -42.6% | 0.22% | −0.14 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.14 |
| FERG Ferguson Jersey Ltd. | Reduce -24.0% | 0.30% | −0.14 |
| BIOMARIN PHARMACEUTICAL (BMRN 0.599 08/01/24) | Sold out | 0.00% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -38.1% | 0.16% | −0.14 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −0.13 |
| FROG Jfrog Ltd. | Reduce -46.9% | 0.11% | −0.13 |
| IOT Samsara Inc. Class A | Reduce -91.6% | 0.01% | −0.13 |
| ROP Roper Technologies Inc. | Reduce -19.8% | 0.57% | −0.13 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +103.1% | 1.82% | +1.09 |
| AAPL Apple Inc. | Add +152.0% | 1.07% | +0.73 |
| AVGO Broadcom Inc. | Add +59.1% | 1.34% | +0.66 |
| ADI Analog Devices Inc. | Add +493.4% | 0.60% | +0.51 |
| TSM Taiwan Semiconductor-SP ADR | Add +21.5% | 1.37% | +0.50 |
| JPM JPMorgan Chase & Co. | Add +32.1% | 1.62% | +0.43 |
| TTD Trade Desk Inc./the Class A | Add +1190.5% | 0.45% | +0.42 |
| COST Costco Wholesale Corp. | Add +112.0% | 0.69% | +0.42 |
| LLY Eli Lilly & Co. | Add +8.4% | 1.34% | +0.30 |
| AER Aercap Holdings NV | Add +54.9% | 0.70% | +0.29 |
| BSX Boston Scientific Corp. | Add +27955.5% | 0.26% | +0.26 |
| APP AppLovin Corp. Class A | Add +106.5% | 0.41% | +0.25 |
| CYBR Cyberark Software Ltd./Israel | Add +34.4% | 0.80% | +0.23 |
| MPWR Monolithic Power Systems Inc. | Add +32.9% | 0.59% | +0.23 |
| AMZN Amazon.com Inc. | Add +9.9% | 1.37% | +0.22 |
| BKLN Invesco Senior Loan ETF | New | 0.22% | +0.22 |
| HUBS HubSpot Inc. | Add +61.6% | 0.59% | +0.21 |
| EVR Evercore Inc. Class A | Add +71.5% | 0.44% | +0.21 |
| FTAI Ftai Aviation Ltd. | New | 0.20% | +0.20 |
| STLD Steel Dynamics Inc. | New | 0.20% | +0.20 |
| LIN Linde PLC | New | 0.20% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +24.4% | 0.58% | +0.20 |
| TMDX Transmedics Group Inc. | Add +74.8% | 0.27% | +0.19 |
| KLAC KLA Corp. | Add +14.2% | 0.68% | +0.18 |
| ARM Arm Holdings PLC-ADR | New | 0.18% | +0.18 |
| NTAP Netapp Inc. | Add +32.6% | 0.44% | +0.18 |
| NTRA Natera Inc. | Add +9.9% | 0.71% | +0.17 |
| RTX RTX Corp. | New | 0.17% | +0.17 |
| UTHR United Therapeutics Corp. | New | 0.16% | +0.16 |
| SG Sweetgreen Inc. Class A | Add +271.8% | 0.20% | +0.16 |
| CMG Chipotle Mexican Grill Inc. | Add +51.1% | 0.40% | +0.16 |
| REGN Regeneron Pharmaceuticals | Add +86.3% | 0.30% | +0.15 |
| SPOT Spotify Technology SA | Add +3.0% | 0.77% | +0.15 |
| SFM Sprouts Farmers Market Inc. | New | 0.14% | +0.14 |
| VRT Vertiv Holdings Co. Class A | Add +335.1% | 0.18% | +0.14 |
| XOM Exxon Mobil Corp. | Add +12.2% | 1.24% | +0.14 |
| ZETA Zeta Global Holdings Corp. Class A | Add +183.6% | 0.18% | +0.14 |
| SNPS Synopsys Inc. | Add +34.6% | 0.47% | +0.14 |
| DHR Danaher Corp. | Add +22.4% | 0.70% | +0.14 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.13% | +0.13 |
| ITRI Itron Inc. | Add +5530.9% | 0.13% | +0.13 |
| PI Impinj Inc. | Add +314.5% | 0.16% | +0.13 |
| INSM Insmed Inc. | New | 0.13% | +0.13 |
| FN Fabrinet | New | 0.13% | +0.13 |
| WIX Wix.com Ltd. | Add +466.4% | 0.14% | +0.12 |
| IMO Imperial Oil Ltd. | New | 0.12% | +0.12 |
| LRN Stride Inc. | Add +311.8% | 0.15% | +0.12 |
| VIK Viking Holdings Ltd. | New | 0.12% | +0.12 |
| DG Dollar General Corp. | New | 0.12% | +0.12 |
| CCJ Cameco Corp. | New | 0.11% | +0.11 |
Notes & Other Activity Q1 2024 → Q2 2024
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Add +50.2% | 3,765,879 | $156.8M |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -0.1% | 473,571 | $31.1M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +5.7% | 22,199 | $26.6M |
| SHIFT4 PAYMENTS INC (FOUR 0.5 08/01/27) | NOTE 0.500% 8/0 · principal | New | 20,311,000 | $19.2M |
| SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) | NOTE 1.250% 5/0 · principal | New | 11,907,000 | $11.9M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -5.5% | 9,034 | $10.7M |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Add +18.3% | 127,831 | $7.3M |
| PERMIAN RESOURC OPTG LLC (PR 3.25 04/01/28) | NOTE 3.250% 4/0 · principal | New | 1,725,000 | $4.8M |
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 | 449 | $33.4B | NVDA, GOOGL, LRCX, AVGO, TSM |
| Q1 2026 | 452 | $29.2B | NVDA, GOOGL, AVGO, AAPL, MSFT |
| Q4 2025 | 442 | $31.1B | NVDA, GOOGL, MSFT, AVGO, JPM |
| Q3 2025 | 433 | $32.2B | NVDA, MSFT, AVGO, META, GOOGL |
| Q2 2025 | 416 | $29.6B | NVDA, MSFT, META, AVGO, JPM |
| Q1 2025 | 441 | $26.8B | NVDA, META, MSFT, AAPL, JPM |
| Q4 2024 | 421 | $30.2B | NVDA, MSFT, GOOGL, JPM, AVGO |
| Q3 2024Amended | 506 | $31.0B | NVDA, MSFT, UNH, JPM, GOOGL |
| Q2 2024Amended | 507 | $30.3B | NVDA, MSFT, GOOGL, JPM, AMZN |
| Q1 2024Amended | 530 | $30.8B | MSFT, NVDA, META, PH, JPM |