Mn Services Vermogensbeheer B.V.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Mn Services Vermogensbeheer B.V. reported 442 stock positions worth $16.3 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Amazon.com (AMZN, 4.1%). Compared with Q3 2025, it opened 1 new position, sold out of 17, added to 398 and reduced 43. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale an exit from Vertiv Class A (VRT).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$16.3B (Q4 2025)
SEC Filing
0001666940-26-000001 ↗ filed Jan 15, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $13.8B Q1 2024 Q2 2024: $13.8B Q2 2024 Q3 2024: $14.3B Q3 2024 Q4 2024: $14.8B Q4 2024 Q1 2025: $12.9B Q1 2025 Q2 2025: $14.4B Q2 2025 Q3 2025: $15.5B Q3 2025 Q4 2025: $16.3B $16.3B Q4 2025 Q1 2026: $15.1B Q1 2026 Q2 2026: $13.4B Q2 2026

Holdings 442 stocks · $16.3B

NVDA Nvidia Corp. 5.05% 4,403,011 $821.2M Add +2.4%
AAPL Apple Inc. 4.78% 2,860,126 $777.6M Add +2.4%
AMZN Amazon.com Inc. 4.12% 2,898,409 $669.0M Add +2.3%
MSFT Microsoft Corp. 3.84% 1,291,049 $624.4M Add +2.3%
GOOGL Alphabet Inc. Class A 3.74% 1,944,443 $608.6M Add +2.3%
AVGO Broadcom Inc. 3.68% 1,727,777 $598.0M Add +2.0%
GOOG Alphabet Inc. Class C 3.18% 1,648,477 $517.3M Add +2.3%
TSLA Tesla Inc. 3.10% 1,120,136 $503.7M Add +2.0%
LLY Eli Lilly & Co. 2.06% 311,943 $335.2M Add +2.0%
V Visa Inc. Class A 1.44% 667,496 $234.1M Add +2.1%
JPM JPMorgan Chase & Co. 1.25% 632,100 $203.7M Add +15.2%
JNJ Johnson & Johnson 1.19% 933,393 $193.2M Add +2.2%
MA Mastercard Inc. Class A 1.11% 315,374 $180.0M Add +2.0%
ABBV Abbvie Inc. 0.96% 685,159 $156.6M Add +2.2%
NFLX Netflix Inc. 0.96% 1,656,790 $155.3M Add +2.1%
COST Costco Wholesale Corp. 0.91% 171,766 $148.1M Add +1.9%
AMD Advanced Micro Devices 0.83% 629,294 $134.8M Add +2.0%
HD Home Depot Inc. 0.81% 384,960 $132.5M Add +2.2%
PG The Procter & Gamble Co. 0.80% 908,209 $130.2M Add +2.2%
ORCL Oracle Corp. 0.78% 651,750 $127.0M Add +2.2%
MU Micron Technology Inc. 0.76% 432,827 $123.5M Add +1.6%
CSCO Cisco Systems Inc. 0.73% 1,540,806 $118.7M Add +2.0%
WFC Wells Fargo & Co. 0.72% 1,264,081 $117.8M Add +2.1%
UNH Unitedhealth Group Inc. 0.72% 354,333 $117.0M Add +2.1%
KO The Coca-Cola Co. 0.68% 1,583,443 $110.7M Add +2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.66% 359,365 $106.4M Add +2.1%
MRK Merck & Co. Inc. 0.63% 974,621 $102.6M Add +2.0%
CRM Salesforce Inc. 0.61% 372,208 $98.6M Add +2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.55% 1,633,310 $89.8M Add +15.2%
LRCX Lam Research Corp. 0.52% 497,143 $85.1M Add +1.9%
TMO Thermo Fisher Scientific Inc. 0.52% 146,215 $84.7M Add +1.9%
MCD McDonald's Corp. 0.52% 276,999 $84.7M Add +2.1%
ABT Abbott Laboratories 0.52% 671,743 $84.2M Add +2.1%
AMAT Applied Materials Inc. 0.50% 314,612 $80.9M Add +2.4%
AXP American Express Co. 0.49% 216,881 $80.2M Add +1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.49% 700,190 $79.7M Add +2.0%
ISRG Intuitive Surgical Inc. 0.48% 138,778 $78.6M Add +1.9%
LIN Linde PLC 0.48% 183,228 $78.1M Add +2.1%
PEP Pepsico Inc. 0.47% 531,123 $76.2M Add +1.9%
SHOP Shopify Inc. Class A 0.47% 471,672 $76.0M Add +1.9%
QCOM Qualcomm Inc. 0.45% 428,397 $73.3M Add +1.9%
INTU Intuit Inc. 0.44% 108,165 $71.7M Add +1.8%
GEV GE Vernova Inc. 0.43% 105,892 $69.2M Add +2.0%
T AT&T Inc. 0.42% 2,780,290 $69.1M Add +1.9%
AMGN Amgen Inc. 0.42% 208,219 $68.2M Add +1.6%
SCHW Schwab (charles) Corp. 0.41% 667,366 $66.7M Add +1.9%
VZ Verizon Communications Inc. 0.41% 1,634,456 $66.6M Add +1.9%
ACN Accenture PLC Class A 0.40% 242,478 $65.1M Add +1.8%
SPGI S&P Global Inc. 0.39% 121,494 $63.5M Add +1.9%
APH Amphenol Corp. Class A 0.39% 469,362 $63.4M Add +1.6%
KLAC KLA Corp. 0.38% 51,439 $62.5M Add +2.3%
INTC Intel Corp. 0.38% 1,688,948 $62.3M Add +2.4%
GS Goldman Sachs Group Inc. 0.38% 70,249 $61.7M Add +15.3%
NOW ServiceNow Inc. 0.38% 401,040 $61.4M Add +1.9%
BLK BlackRock Inc. 0.38% 57,123 $61.1M Add +2.0%
TXN Texas Instruments Inc. 0.38% 352,374 $61.1M Add +2.0%
APP AppLovin Corp. Class A 0.37% 89,828 $60.5M Add +2.4%
COF Capital One Financial Corp. 0.37% 247,601 $60.0M Add +1.6%
UBER Uber Technologies Inc. 0.37% 729,020 $59.6M Add +1.9%
GILD Gilead Sciences Inc. 0.36% 482,839 $59.3M Add +1.8%
ADBE Adobe Inc. 0.36% 165,064 $57.8M Add +1.8%
DHR Danaher Corp. 0.35% 249,336 $57.1M Add +2.4%
PFE Pfizer Inc. 0.34% 2,196,611 $54.7M Add +1.7%
BSX Boston Scientific Corp. 0.34% 572,913 $54.6M Add +1.8%
RY Royal Bank of Canada 0.34% 319,877 $54.6M Add +15.2%
ANET Arista Networks Inc. 0.33% 415,231 $54.4M Add +1.8%
UNP Union Pacific Corp. 0.33% 232,201 $53.7M Add +1.6%
LOW Lowe's Cos Inc. 0.32% 216,793 $52.3M Add +1.8%
ADI Analog Devices Inc. 0.32% 192,112 $52.1M Add +2.4%
PGR Progressive Corp. 0.32% 226,980 $51.7M Add +1.8%
C Citigroup Inc. 0.31% 425,503 $49.7M Add +15.2%
MS Morgan Stanley 0.30% 273,482 $48.6M Add +15.2%
ETN Eaton Corp. PLC 0.30% 151,737 $48.3M Add +1.6%
MDT Medtronic Inc 0.29% 496,796 $47.7M Add +2.4%
PANW Palo Alto Networks Inc. 0.29% 256,529 $47.3M Add +2.5%
SYK Stryker Corp. 0.29% 133,041 $46.8M Add +1.6%
DE Deere & Co. 0.29% 99,940 $46.5M Add +2.4%
CB Chubb Ltd. 0.28% 147,453 $46.0M Add +2.4%
CRWD CrowdStrike Holdings Inc. Class A 0.28% 96,067 $45.0M Add +2.5%
PH Parker Hannifin Corp. 0.27% 50,195 $44.1M Add +2.9%
NEM Newmont Corp. 0.27% 439,617 $43.9M Add +3.1%
CMCSA Comcast Corp. Class A 0.27% 1,465,518 $43.8M Add +2.7%
BMY Bristol-Myers Squibb Co. 0.26% 791,736 $42.7M Add +2.9%
ADP Automatic Data Processing 0.25% 157,596 $40.5M Add +2.4%
MCK McKesson Corp. 0.25% 48,721 $40.0M Add +2.8%
CVS CVS Health Corp. 0.24% 491,268 $39.0M Add +2.1%
CME Cme Group Inc. 0.24% 140,210 $38.3M Add +2.9%
TD Toronto-Dominion Bank 0.23% 395,990 $37.4M Add +15.2%
SBUX Starbucks Corp. 0.23% 442,030 $37.2M Add +2.9%
ICE Intercontinental Exchange Inc. 0.22% 223,638 $36.2M Add +3.0%
TMUS T-Mobile US Inc. 0.22% 177,727 $36.1M Add +2.9%
MELI MercadoLibre Inc. 0.22% 17,762 $35.8M Add +2.8%
MRSH Marsh & McLennan Cos 0.22% 192,277 $35.7M Add +3.2%
DUK Duke Energy Corp. 0.22% 303,306 $35.5M Add +3.2%
WM Waste Management Inc. 0.21% 155,202 $34.1M Add +2.0%
TT Trane Technologies PLC 0.21% 87,376 $34.0M Add +3.1%
SNPS Synopsys Inc. 0.21% 71,625 $33.6M Add +1.6%
MMM 3M Co. 0.21% 209,992 $33.6M Add +2.9%
HCA HCA Healthcare Inc. 0.21% 71,896 $33.6M Add +3.0%
CDNS Cadence Design SYS Inc. 0.20% 106,247 $33.2M Add +2.7%
CRH CRH PLC-Sponsored ADR 0.20% 264,658 $33.0M Add +3.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.20% 280,212 $32.5M Add +3.2%
HOOD Robinhood Markets Inc. Class A 0.20% 284,564 $32.2M Add +2.9%
MCO Moody's Corp. 0.20% 62,920 $32.1M Add +2.7%
USB US Bancorp 0.20% 600,858 $32.1M Add +2.0%
DASH DoorDash Inc. Class A 0.20% 140,678 $31.9M Add +3.8%
PNC PNC Financial Services Group 0.20% 152,634 $31.9M Add +1.9%
REGN Regeneron Pharmaceuticals 0.20% 41,213 $31.8M Add +1.8%
ELV Elevance Health Inc. 0.19% 88,537 $31.0M Add +3.4%
GM General Motors Co. 0.19% 375,705 $30.6M Add +2.8%
HWM Howmet Aerospace Inc. 0.19% 148,274 $30.4M Add +1.9%
ORLY O'reilly Automotive Inc. 0.19% 331,022 $30.2M Add +2.0%
SHW The Sherwin-Williams Co. 0.18% 92,152 $29.9M Add +2.0%
EMR Emerson Electric Co. 0.18% 217,470 $28.9M Add +1.9%
TDG Transdigm Group Inc. 0.18% 21,679 $28.8M Add +2.7%
CI The Cigna Group 0.18% 104,520 $28.8M Add +2.0%
MRVL Marvell Technology Inc. 0.18% 336,812 $28.6M Add +2.8%
BKNG Booking Holdings Inc. 0.17% 5,302 $28.4M Reduce -11.7%
UPS United Parcel Service Class B 0.17% 285,066 $28.3M Add +2.8%
MAR Marriott International Class A 0.17% 90,189 $28.0M Add +1.9%
CMI Cummins Inc. 0.17% 53,383 $27.2M Add +2.5%
SNOW Snowflake Inc. 0.17% 123,336 $27.1M Add +2.7%
HLT Hilton Worldwide Holdings Inc. 0.16% 93,209 $26.8M Add +2.9%
AON Aon PLC Class A 0.16% 75,686 $26.7M Add +2.8%
ITW Illinois Tool Works 0.16% 108,350 $26.7M Add +2.8%
NEE Nextera Energy Inc. 0.16% 331,928 $26.6M Reduce -12.5%
CP Canadian Pacific Kansas City 0.16% 361,151 $26.6M Add +2.6%
CTAS Cintas Corp. 0.16% 140,929 $26.5M Add +2.6%
TEL Te Connectivity Ltd. 0.16% 116,253 $26.4M Add +3.7%
WBD Warner Bros Discovery Inc. 0.16% 916,705 $26.4M Add +4.3%
ECL Ecolab Inc. 0.16% 98,443 $25.8M Add +2.0%
FDX FedEx Corp. 0.16% 88,408 $25.5M Add +2.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.16% 98,621 $25.5M Add +2.0%
TRV The Travelers Cos Inc. 0.16% 87,884 $25.5M Add +2.5%
TFC Truist Financial Corp. 0.15% 508,175 $25.0M Add +2.8%
ADSK Autodesk Inc. 0.15% 82,793 $24.5M Add +2.7%
MFC Manulife Financial Corp. 0.15% 669,056 $24.3M Add +2.6%
PWR Quanta Services Inc. 0.15% 57,552 $24.3M Add +2.6%
COR Cencora Inc. 0.15% 71,672 $24.2M Add +2.8%
AEP American Electric Power 0.15% 207,325 $23.9M Add +2.6%
CL Colgate-Palmolive Co. 0.15% 299,488 $23.7M Add +2.8%
NET Cloudflare Inc. Class A 0.15% 119,802 $23.6M Add +2.6%
WDC Western Digital Corp. 0.14% 135,075 $23.3M Add +4.5%
APO Apollo Global Management Inc. 0.14% 155,391 $22.5M Add +2.8%
PCAR Paccar Inc. 0.14% 204,121 $22.4M Add +2.8%
SRE Sempra 0.14% 253,110 $22.3M Add +2.7%
AFL Aflac Inc. 0.14% 202,022 $22.3M Add +3.0%
AZO AutoZone Inc. 0.14% 6,471 $21.9M Add +1.1%
ZTS Zoetis Inc. 0.13% 173,669 $21.9M Add +2.9%
BDX Becton Dickinson and Co. 0.13% 111,500 $21.6M Add +2.8%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.13% 165,213 $21.5M Add +16.3%
NXPI NXP Semiconductors NV 0.13% 98,746 $21.4M Add +1.9%
PYPL PayPal Holdings Inc. 0.13% 365,769 $21.4M Add +2.9%
IDXX Idexx Laboratories Inc. 0.13% 31,528 $21.3M Add +2.8%
ALL Allstate Corp. 0.13% 101,583 $21.1M Add +1.3%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.13% 285,843 $21.1M Add +17.0%
URI United Rentals Inc. 0.13% 25,578 $20.7M Add +4.2%
WPM Wheaton Precious Metals Corp. 0.13% 173,832 $20.5M Add +1.3%
FTNT Fortinet Inc. 0.12% 255,714 $20.3M Add +3.8%
CNI Canadian Natl Railway Co. 0.12% 204,795 $20.3M Add +1.4%
F Ford Motor Co. filed as FORD MTR CO 0.12% 1,520,698 $20.0M Add +2.9%
CVNA Carvana Co. 0.12% 47,018 $19.8M Add +2.9%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.12% 215,276 $19.5M Add +16.7%
EA Electronic Arts Inc. 0.12% 95,385 $19.5M Add +2.7%
CMG Chipotle Mexican Grill Inc. 0.12% 519,713 $19.2M Add +1.4%
EDWARDS LIFESCIENCES CORP 0.12% 225,519 $19.2M Add +2.5%
AIG American International Group 0.12% 223,764 $19.1M Add +1.3%
CAH Cardinal Health Inc. 0.12% 92,525 $19.0M Add +1.3%
NTIOF National Bank of Canada filed as BANQUE NATIONALE DU CANADA 0.12% 149,984 $18.9M Add +1.3%
CNSWF Constellation Software Inc. 0.12% 7,767 $18.7M Add +0.9%
ROP Roper Technologies Inc. 0.11% 41,866 $18.6M Add +3.0%
AME Ametek Inc. 0.11% 88,503 $18.2M Add +1.4%
AMP Ameriprise Financial Inc. 0.11% 36,737 $18.0M Add +1.3%
RSG Republic Services Inc. 0.11% 83,862 $17.8M Add +1.2%
WDAY Workday Inc. Class A 0.11% 82,570 $17.7M Add +1.3%
GWW WW Grainger Inc. 0.11% 17,567 $17.7M Add +1.1%
FAST Fastenal Co. 0.11% 439,726 $17.6M Add +1.2%
MET Metlife Inc. 0.11% 222,213 $17.5M Add +1.5%
WCN Waste Connections Inc. 0.11% 99,070 $17.4M Add +1.4%
TGT Target Corp. 0.10% 174,555 $17.1M Add +1.3%
FERG Ferguson Enterprises Inc. 0.10% 76,158 $17.0M Add +1.3%
ROK Rockwell Automation Inc. 0.10% 43,367 $16.9M Add +1.3%
EXC Exelon Corp. 0.10% 386,974 $16.9M Add +1.7%
RBLX Roblox Corp. Class A 0.10% 205,289 $16.6M Add +1.4%
MPWR Monolithic Power Systems Inc. 0.10% 18,353 $16.6M Add +1.4%
XEL Xcel Energy Inc. 0.10% 220,952 $16.3M Add +1.4%
YUM Yum! Brands Inc. 0.10% 106,788 $16.2M Add +1.3%
NDAQ Nasdaq Inc. 0.10% 165,382 $16.1M Add +1.3%
AXON Axon Enterprise Inc. 0.10% 27,954 $15.9M Add +1.6%
FICO Fair Isaac Corp. 0.10% 9,390 $15.9M Add +2.1%
CTSH Cognizant Tech Solutions-A 0.10% 189,718 $15.7M Add +1.4%
DHI D.R. Horton Inc. 0.10% 108,732 $15.7M Add +1.3%
DELL Dell Technologies -C 0.10% 123,812 $15.6M Add +1.3%
EBAY eBay Inc. 0.10% 178,538 $15.6M Add +1.3%
PRU Prudential Financial Inc. 0.09% 136,034 $15.4M Add +1.4%
PEG Public Service Enterprise GP 0.09% 191,191 $15.4M Add +1.1%
IQV Iqvia Holdings Inc. 0.09% 67,895 $15.3M Add +2.9%
HIG Hartford Insurance Group Inc. 0.09% 109,926 $15.1M Reduce -0.3%
DDOG Datadog Inc. Class A 0.09% 110,626 $15.0M Add +2.3%
KR Kroger Co. 0.09% 240,556 $15.0M Add +1.3%
A Agilent Technologies Inc. 0.09% 109,749 $14.9M Reduce -0.5%
MLM Martin Marietta Materials 0.09% 23,503 $14.6M Reduce -0.4%
FRFHF Fairfax Financial Hldgs Ltd. 0.09% 7,653 $14.6M Add +3.4%
GEHC GE Healthcare Technology 0.09% 176,282 $14.5M Reduce -0.6%
VMC Vulcan Materials Co. 0.09% 50,623 $14.4M Add +1.4%
FISV Fiserv Inc. 0.09% 214,112 $14.4M Add +1.3%
STT State Street Corp. 0.09% 111,197 $14.3M Add +3.0%
IFCZF Intact Financial Corp. 0.09% 68,665 $14.3M Reduce -0.5%
WAB Wabtec Corp. 0.09% 65,545 $14.0M Add +1.1%
PAYX Paychex Inc. 0.09% 124,261 $13.9M Add +1.4%
SYY Sysco Corp. 0.09% 188,380 $13.9M Add +2.8%
ACGL Arch Capital Group Ltd. 0.09% 144,618 $13.9M Reduce -0.6%
KDP Keurig Dr Pepper Inc. 0.09% 493,890 $13.8M Add +1.3%
ED Consolidated Edison Inc. 0.08% 138,727 $13.8M Reduce -0.6%
AEM Agnico Eagle Mines Ltd. 0.08% 81,100 $13.8M Reduce -11.5%
CPRT Copart Inc. 0.08% 351,643 $13.8M Add +1.3%
SLF Sun Life Financial Inc. 0.08% 219,593 $13.7M Add +1.4%
RMD Resmed Inc. 0.08% 56,291 $13.6M Add +1.5%
KEYS Keysight Technologies Inc. 0.08% 66,244 $13.5M Add +1.4%
FIS Fidelity National Info Serv 0.08% 202,088 $13.4M Add +1.4%
MDB Mongodb Inc. 0.08% 31,809 $13.3M Add +4.6%
OTIS Otis Worldwide Corp. 0.08% 152,360 $13.3M Add +2.9%
VEEV Veeva Systems Inc. Class A 0.08% 59,268 $13.2M Add +1.5%
CLS Celestica Inc. 0.08% 44,593 $13.2M Add +3.0%
MCHP Microchip Technology Inc. 0.08% 206,253 $13.1M Add +1.4%
XYL Xylem Inc. 0.08% 93,628 $12.8M Reduce -0.8%
JCI Johnson Controls Internation 0.08% 106,400 $12.7M Reduce -11.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.08% 62,263 $12.5M Add +1.2%
SYF Synchrony Financial 0.08% 149,727 $12.5M Add +3.0%
WTW Willis Towers Watson PLC 0.08% 37,854 $12.4M Add +1.3%
IR Ingersoll-Rand Inc. 0.08% 155,187 $12.3M Add +3.0%
HPE Hewlett Packard Enterprise 0.07% 505,757 $12.1M Add +3.0%
TER Teradyne Inc. 0.07% 62,219 $12.0M Add +3.0%
RJF Raymond James Financial Inc. 0.07% 74,913 $12.0M Reduce -0.7%
GRMN Garmin Ltd. 0.07% 58,757 $11.9M Add +1.5%
FITB Fifth Third Bancorp 0.07% 254,524 $11.9M Add +1.4%
VRSK Verisk Analytics Inc. 0.07% 53,258 $11.9M Add +1.3%
HUM Humana Inc. 0.07% 46,332 $11.9M Add +1.4%
NTR Nutrien Ltd. 0.07% 188,125 $11.6M Add +3.0%
RCL Royal Caribbean Cruises Ltd. 0.07% 41,200 $11.5M Reduce -11.4%
PWCDF Power Corp. of Canada 0.07% 215,049 $11.4M Add +4.2%
CSX CSX Corp. 0.07% 309,700 $11.2M Reduce -10.2%
MTD Mettler-Toledo International 0.07% 8,033 $11.2M Add +2.4%
LPLA LPL Financial Holdings Inc. 0.07% 30,742 $11.0M Add +2.8%
ULTA Ulta Beauty Inc. 0.07% 17,868 $10.8M Add +5.7%
EME Emcor Group Inc. 0.07% 17,474 $10.7M Add +2.8%
ADM Archer-Daniels-Midland Co. 0.07% 184,900 $10.6M Add +3.0%
MKL Markel Group Inc. 0.06% 4,898 $10.5M Add +3.1%
ATO Atmos Energy Corp. 0.06% 62,662 $10.5M Add +5.5%
TEAM Atlassian Corp. Class A 0.06% 64,396 $10.4M Add +5.0%
EFX Equifax Inc. 0.06% 48,040 $10.4M Add +3.1%
LBLCF Loblaw Companies Ltd. 0.06% 229,774 $10.4M Add +1.3%
DOV Dover Corp. 0.06% 52,837 $10.3M Add +3.4%
HSY The Hershey Co. 0.06% 56,610 $10.3M Add +1.1%
DTE DTE Energy Company 0.06% 79,835 $10.3M Add +3.0%
NTRS Northern Trust Corp. 0.06% 74,778 $10.2M Add +1.3%
FSLR First Solar Inc. 0.06% 39,051 $10.2M Add +1.4%
DXCM Dexcom Inc. 0.06% 153,677 $10.2M Add +4.8%
TSCO Tractor Supply Company 0.06% 203,896 $10.2M Add +1.4%
BR Broadridge Financial Solutio 0.06% 45,306 $10.1M Add +1.3%
FTS Fortis Inc. 0.06% 193,104 $10.1M Add +3.0%
CBOE Cboe Global Markets Inc. 0.06% 40,039 $10.1M Add +1.1%
HBAN Huntington Bancshares Inc. 0.06% 574,175 $10.0M Add +5.2%
CINF Cincinnati Financial Corp. 0.06% 60,024 $9.8M Add +1.4%
CFG Citizens Financial Group 0.06% 167,577 $9.8M Add +1.3%
RF Regions Financial Corp. 0.06% 358,330 $9.7M Add +6.5%
GIS General Mills Inc. 0.06% 208,571 $9.7M Add +1.5%
VLTO Veralto Corp. 0.06% 97,151 $9.7M Add +4.8%
ES Eversource Energy 0.06% 143,936 $9.7M Add +4.9%
DLTR Dollar Tree Inc. 0.06% 78,724 $9.7M Add +4.3%
JBL Jabil Inc. 0.06% 42,306 $9.6M Add +5.5%
STE Steris PLC 0.06% 37,650 $9.5M Add +1.2%
STLD Steel Dynamics Inc. 0.06% 55,992 $9.5M Add +5.3%
ABNB Airbnb Inc. Class A 0.06% 69,300 $9.4M Reduce -12.6%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.06% 89,742 $9.4M Add +1.3%
WSPOF WSP Global Inc. filed as GROUPE WSP GLOBAL INC 0.06% 51,402 $9.3M Add +5.3%
PHM Pultegroup Inc. 0.06% 78,956 $9.3M Add +4.7%
LEN Lennar Corp. Class A 0.06% 89,372 $9.2M Reduce -0.9%
TDY Teledyne Technologies Inc. 0.06% 17,930 $9.2M Add +1.3%
HUBB Hubbell Inc. 0.06% 20,499 $9.1M Add +1.5%
ON On Semiconductor 0.06% 166,720 $9.0M Add +5.9%
EIX Edison International 0.05% 147,809 $8.9M Add +1.4%
PPG PPG Industries Inc. 0.05% 86,537 $8.9M Add +1.5%
LYV Live Nation Entertainment Inc. 0.05% 61,932 $8.8M Add +1.4%
WAT Waters Corp. 0.05% 23,199 $8.8M Add +1.2%
WSM Williams-Sonoma Inc. 0.05% 48,959 $8.7M Add +6.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 85,183 $8.7M Add +1.4%
ZS Zscaler Inc. 0.05% 38,758 $8.7M Add +3.1%
NTAP Netapp Inc. 0.05% 81,181 $8.7M Add +5.2%
STZ Constellation Brands Inc. Class A 0.05% 62,358 $8.6M Add +1.4%
KHC The Kraft Heinz Co. 0.05% 351,760 $8.5M Add +5.0%
NVR NVR Inc. 0.05% 1,135 $8.3M Add +1.3%
ZM Zoom Communications Inc. 0.05% 95,251 $8.2M Add +1.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 116,868 $8.2M Add +3.8%
LH Labcorp Holdings Inc. 0.05% 32,180 $8.1M Add +4.2%
HPQ HP Inc. 0.05% 362,171 $8.1M Add +1.6%
QSR Restaurant Brands Intern 0.05% 118,082 $8.1M Add +1.5%
PTC PTC Inc. 0.05% 46,069 $8.0M Add +1.3%
ILMN Illumina Inc. 0.05% 60,935 $8.0M Add +4.2%
TRI Thomson Reuters Corp. 0.05% 60,391 $8.0M Add +1.3%
CMS CMS Energy Corp. 0.05% 113,530 $7.9M Add +1.5%
D Dominion Energy Inc. 0.05% 135,500 $7.9M Reduce -12.6%
CHD Church & Dwight Co. Inc. 0.05% 94,289 $7.9M Add +1.3%
FWONK Liberty Media Corp. Class C 0.05% 80,255 $7.9M Add +1.5%
EXPD Expeditors Intl Wash Inc. 0.05% 53,002 $7.9M Add +1.4%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.05% 117,396 $7.9M Add +1.4%
WST West Pharmaceutical Services 0.05% 28,524 $7.8M Add +6.8%
TWLO Twilio Inc. Class A 0.05% 55,078 $7.8M Add +1.3%
VRSN Verisign Inc. 0.05% 32,171 $7.8M Add +1.5%
CNC Centene Corp. 0.05% 187,981 $7.7M Add +1.3%
PODD Insulet Corp. 0.05% 26,968 $7.7M Add +1.4%
PFG Principal Financial Group 0.05% 86,815 $7.7M Add +0.6%
FCNCA First Citizens Bcshs Class A 0.05% 3,565 $7.7M Add +1.9%
IT Gartner Inc. 0.05% 30,250 $7.6M Add +5.8%
CPAY Corpay Inc. 0.05% 25,312 $7.6M Add +1.6%
HUBS HubSpot Inc. 0.05% 18,789 $7.5M Add +1.6%
IP International Paper Co. 0.05% 189,942 $7.5M Add +1.3%
TYL Tyler Technologies Inc. 0.05% 16,406 $7.4M Add +1.9%
COIN Coinbase Global Inc. Class A 0.05% 32,800 $7.4M Reduce -9.6%
TRMB Trimble Inc. 0.05% 94,667 $7.4M Add +4.6%
KEY Keycorp 0.05% 358,526 $7.4M Reduce -2.8%
CHTR Charter Communications Inc. Class A 0.05% 35,325 $7.4M Add +1.5%
BRO Brown & Brown Inc. 0.05% 92,248 $7.4M Add +1.4%
DGX Quest Diagnostics Inc. 0.05% 42,366 $7.4M Add +1.3%
GPN Global Payments Inc. 0.05% 94,807 $7.3M Add +0.6%
HEI.A Heico Corp. Class A 0.04% 28,989 $7.3M Add +1.7%
CHRW C.H. Robinson Worldwide Inc. 0.04% 45,281 $7.3M Add +1.4%
L Loews Corp. 0.04% 68,952 $7.3M Add +1.4%
RBA RB Global Inc. 0.04% 70,090 $7.2M Add +1.3%
AMCR Amcor PLC 0.04% 865,711 $7.2M Add +1.4%
FTV Fortive Corp. 0.04% 129,509 $7.2M Add +1.9%
GIB Cgi Inc. 0.04% 76,252 $7.1M Add +2.2%
SNA Snap-on Inc. 0.04% 20,233 $7.0M Add +5.0%
ZBH Zimmer Biomet Holdings Inc. 0.04% 76,244 $6.9M Add +0.8%
MKC McCormick & Co.-Non VTG SHRS 0.04% 98,989 $6.7M Add +1.3%
GDDY GoDaddy Inc. Class A 0.04% 53,553 $6.6M Add +1.4%
ROL Rollins Inc. 0.04% 110,363 $6.6M Add +1.3%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.04% 87,057 $6.6M Add +1.5%
GPC Genuine Parts Co. 0.04% 53,489 $6.6M Reduce -1.5%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.04% 97,006 $6.5M Add +1.3%
CARR Carrier Global Corp. 0.04% 123,600 $6.5M Reduce -12.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.04% 171,602 $6.5M Add +1.5%
PNR Pentair PLC 0.04% 62,521 $6.5M Add +1.3%
TRU Transunion 0.04% 74,800 $6.4M Add +1.3%
HOLX Hologic Inc. 0.04% 85,946 $6.4M Add +1.3%
LNT Alliant Energy Corp. 0.04% 97,489 $6.3M Add +1.6%
IBKR Interactive Brokers Gro Class A 0.04% 98,519 $6.3M Add +17.9%
COO The Cooper Cos Inc. 0.04% 75,711 $6.2M Add +1.3%
J Jacobs Solutions Inc. 0.04% 46,433 $6.2M Add +1.4%
FLUT Flutter Entertainment PLC-Di 0.04% 28,100 $6.0M Reduce -12.7%
RDDT Reddit Inc. Class A 0.04% 26,240 $6.0M Add +1.3%
NUE Nucor Corp. 0.04% 36,681 $6.0M Reduce -12.6%
TOST Toast Inc. Class A 0.04% 168,483 $6.0M Add +1.4%
MSTR Strategy Inc. 0.04% 39,300 $6.0M Reduce -12.7%
LII Lennox International Inc. 0.04% 12,285 $6.0M Reduce -2.4%
OMC Omnicom Group 0.04% 73,458 $5.9M Add +1.3%
RIVN Rivian Automotive Inc. Class A 0.04% 297,895 $5.9M Add +1.4%
PINS Pinterest Inc. Class A 0.04% 224,909 $5.8M Add +1.4%
XYZ Block Inc. 0.04% 88,900 $5.8M Reduce -12.7%
RS Reliance Inc. 0.04% 20,014 $5.8M Add +1.6%
MTRAF Metro Inc. 0.04% 79,289 $5.7M Add +1.8%
PCG P G & E Corp. 0.03% 349,400 $5.6M Reduce -12.6%
FFIV F5 Inc. 0.03% 21,913 $5.6M Add +1.4%
GWLIF Great-West Lifeco Inc. 0.03% 113,190 $5.6M Add +9.9%
EXPE Expedia Group Inc. 0.03% 19,600 $5.6M Reduce -12.5%
HEI Heico Corp. 0.03% 17,135 $5.5M Add +1.4%
EQH Equitable Holdings Inc. 0.03% 116,285 $5.5M Add +1.4%
DOCU Docusign Inc. 0.03% 80,864 $5.5M Add +8.0%
EG Everest Group Ltd. 0.03% 16,132 $5.5M Add +2.1%
FNF Fidelity National Financial 0.03% 100,092 $5.5M Add +1.3%
OKTA Okta Inc. 0.03% 62,845 $5.4M Add +1.4%
MGA Magna International Inc. 0.03% 101,121 $5.4M Add +1.5%
SYMANTEC CORP filed as GEN DIGITAL INC 0.03% 198,496 $5.4M Add +1.4%
BALL Ball Corp. 0.03% 101,607 $5.4M Add +1.3%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.03% 29,169 $5.3M Add +8.6%
RPM RPM International Inc. 0.03% 51,106 $5.3M Add +7.6%
RCI Rogers Communications Inc. Class B 0.03% 139,304 $5.3M Add +1.5%
ARES Ares Management Corp. Class A 0.03% 32,400 $5.2M Reduce -12.7%
IEX Idex Corp. 0.03% 29,111 $5.2M Add +4.4%
GGG Graco Inc. 0.03% 63,121 $5.2M Add +2.5%
NDSN Nordson Corp. 0.03% 21,521 $5.2M Add +8.2%
BBY Best Buy Co. Inc. 0.03% 76,044 $5.1M Add +1.4%
NLY Annaly Capital Management Inc. 0.03% 226,541 $5.1M Add +1.4%
ZBRA Zebra Technologies Corp. Class A 0.03% 20,437 $5.0M Add +8.1%
NTNX Nutanix Inc. Class A 0.03% 95,992 $5.0M Add +1.4%
ENTG Entegris Inc. 0.03% 58,337 $4.9M Add +1.1%
DT Dynatrace Inc. 0.03% 113,393 $4.9M Add +1.3%
ACM Aecom 0.03% 50,477 $4.8M Add +1.8%
CLX Clorox Company 0.03% 46,259 $4.7M Add +1.4%
WNGRF Weston (george) Ltd. filed as GEORGE WESTON LIMITEE 0.03% 66,732 $4.6M Add +1.7%
WSO Watsco Inc. 0.03% 13,175 $4.4M Add +1.4%
SOLV Solventum Corp. 0.03% 55,651 $4.4M Add +1.3%
DAL Delta Air Lines Inc. 0.03% 61,759 $4.3M Add +1.2%
AEE Ameren Corporation 0.03% 42,900 $4.3M Reduce -12.8%
DKS Dick's Sporting Goods Inc. 0.03% 21,278 $4.2M Add +1.3%
BIIB Biogen Inc. 0.03% 23,300 $4.1M Reduce -12.4%
ELEEF Element Fleet Management Cor 0.03% 154,509 $4.1M Add +1.4%
BAH Booz Allen Hamilton Holdings 0.02% 48,044 $4.1M Add +1.8%
STN Stantec Inc. 0.02% 42,598 $4.0M Add +1.2%
TMXXF TMX Group Ltd. 0.02% 103,895 $4.0M Add +1.4%
FE Firstenergy Corp. 0.02% 87,200 $3.9M Reduce -12.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.02% 39,761 $3.9M Add +1.2%
BAX Baxter International Inc. 0.02% 202,270 $3.9M Add +1.3%
IOT Samsara Inc. Class A 0.02% 107,897 $3.8M Add +1.4%
WTRG Essential Utilities Inc. 0.02% 98,275 $3.8M Add +2.2%
TMTNF Toromont Industries Ltd. 0.02% 30,669 $3.7M Add +1.6%
NWSA News Corp. Class A 0.02% 141,939 $3.7M Add +1.3%
LVS Las Vegas Sands Corp. 0.02% 56,200 $3.7M Reduce -18.4%
CAE Cae Inc. 0.02% 116,311 $3.5M Add +2.9%
FOXA Fox Corp. Class A 0.02% 47,947 $3.5M Add +14.7%
GIL Gildan Activewear Inc. 0.02% 55,710 $3.5M Add +2.3%
UAL United Airlines Holdings Inc. 0.02% 30,987 $3.5M Add +1.3%
AFG American Financial Group Inc. 0.02% 25,290 $3.5M Add +1.2%
GFL GFL Environmental Inc.-Sub VT 0.02% 79,682 $3.4M Add +1.3%
BAM Brookfield Asset Mgmt-A 0.02% 65,100 $3.4M Reduce -12.6%
ATGFF Altagas Ltd. 0.02% 111,156 $3.4M Add +1.7%
SNAP Snap Inc. Class A 0.02% 416,458 $3.4M Add +6.2%
OTEX Open Text Corp. 0.02% 99,268 $3.2M Add +2.9%
PAYC Paycom Software Inc. 0.02% 19,859 $3.2M Add +1.3%
CNH CNH Industrial NV 0.02% 331,198 $3.1M Add +1.4%
CRBG Corebridge Financial Inc. 0.02% 96,400 $2.9M Add +3.1%
SAPIF Saputo Inc. 0.02% 95,393 $2.9M Add +5.8%
DSGX The Descartes Systems Grp 0.02% 32,139 $2.8M Add +2.0%
TW Tradeweb Markets Inc. Class A 0.02% 25,562 $2.7M Add +14.6%
DOW Dow Inc. 0.02% 111,920 $2.6M Reduce -12.6%
AGI Alamos Gold Inc. Class A 0.02% 66,800 $2.6M Reduce -12.7%
INCY Incyte Corp. 0.02% 26,100 $2.6M Reduce -12.7%
DKNG Draftkings Inc. Class A 0.02% 71,500 $2.5M Reduce -12.7%
TU Telus Corp. 0.01% 184,301 $2.4M Add +1.7%
BSY Bentley Systems Inc. Class B 0.01% 60,809 $2.3M Add +1.4%
RPRX Royalty Pharma PLC Class A 0.01% 58,600 $2.3M Reduce -12.5%
CSL Carlisle Cos Inc. 0.01% 7,000 $2.2M Reduce -12.5%
ALLE Allegion PLC 0.01% 13,681 $2.2M Reduce -12.8%
MAS Masco Corp. 0.01% 33,678 $2.1M Reduce -12.5%
BEPC Brookfield Renewable Corp. 0.01% 53,300 $2.0M Add +6.2%
FOX Fox Corp. Class B 0.01% 30,515 $2.0M Add +15.6%
BF.B Brown-Forman Corp. Class B 0.01% 69,450 $1.8M Add +2.1%
EMLAF Empire Co. Ltd. 'a' 0.01% 50,668 $1.8M Add +1.1%
CDUAF Canadian Utilities Ltd. Class A filed as CAN UTILITIES-A 0.01% 49,986 $1.6M Add +7.0%
IGIFF Igm Financial Inc. 0.01% 31,287 $1.4M Add +5.7%
BCE Bce Inc. 0.00% 27,598 $659K Add +6.2%
FG F&G Annuities & Life Inc. 0.00% 6,005 $185K New

Portfolio Sells Q3 2025 → Q4 2025

VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.13
ENB Enbridge Inc. Sold out 0.00% −0.13
MSTR Strategy Inc. Reduce -12.7% 0.04% −0.06
K Kellanova Sold out 0.00% −0.05
BKNG Booking Holdings Inc. Reduce -11.7% 0.17% −0.03
COIN Coinbase Global Inc. Class A Reduce -9.6% 0.05% −0.03
OC Owens Corning Sold out 0.00% −0.03
POOL Pool Corp. Sold out 0.00% −0.03
CCK Crown Holdings Inc. Sold out 0.00% −0.03
AKAM Akamai Technologies Inc. Sold out 0.00% −0.03
MOH Molina Healthcare Inc. Sold out 0.00% −0.03
RCL Royal Caribbean Cruises Ltd. Reduce -11.4% 0.07% −0.03
FDS Factset Research Systems Inc. Sold out 0.00% −0.03
RVTY Revvity Inc. Sold out 0.00% −0.03
ALGN Align Technology Inc. Sold out 0.00% −0.02
NEE Nextera Energy Inc. Reduce -12.5% 0.16% −0.02
CCDBF CCL Industries Inc. Class B Sold out 0.00% −0.02
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.02
LEN Lennar Corp. Class A Reduce -0.9% 0.06% −0.02
ACI Albertsons Cos Inc. Class A Sold out 0.00% −0.02
FLUT Flutter Entertainment PLC-Di Reduce -12.7% 0.04% −0.02
AEM Agnico Eagle Mines Ltd. Reduce -11.5% 0.08% −0.01
CARR Carrier Global Corp. Reduce -12.7% 0.04% −0.01
DVA Davita Inc. Sold out 0.00% −0.01
D Dominion Energy Inc. Reduce -12.6% 0.05% −0.01
BMRN Biomarin Pharmaceutical Inc. Sold out 0.00% −0.01
XYZ Block Inc. Reduce -12.7% 0.04% −0.01
UHAL.B U-Haul Holding Co.-Non Voting Sold out 0.00% −0.01
XYL Xylem Inc. Reduce -0.8% 0.08% −0.01
CSX CSX Corp. Reduce -10.2% 0.07% −0.01
RJF Raymond James Financial Inc. Reduce -0.7% 0.07% −0.01
GPC Genuine Parts Co. Reduce -1.5% 0.04% −0.01
JCI Johnson Controls Internation Reduce -11.5% 0.08% −0.01
AEE Ameren Corporation Reduce -12.8% 0.03% −0.01
BAM Brookfield Asset Mgmt-A Reduce -12.6% 0.02% −0.01
LII Lennox International Inc. Reduce -2.4% 0.04% −0.01
ARES Ares Management Corp. Class A Reduce -12.7% 0.03% −0.01
MLM Martin Marietta Materials Reduce -0.4% 0.09% −0.01
ED Consolidated Edison Inc. Reduce -0.6% 0.08% −0.01
FE Firstenergy Corp. Reduce -12.6% 0.02% −0.01
DKNG Draftkings Inc. Class A Reduce -12.7% 0.02% −0.00
ALLE Allegion PLC Reduce -12.8% 0.01% −0.00
ABNB Airbnb Inc. Class A Reduce -12.6% 0.06% −0.00
MAS Masco Corp. Reduce -12.5% 0.01% −0.00
PCG P G & E Corp. Reduce -12.6% 0.03% −0.00
CSL Carlisle Cos Inc. Reduce -12.5% 0.01% −0.00
DOW Dow Inc. Reduce -12.6% 0.02% −0.00
HIG Hartford Insurance Group Inc. Reduce -0.3% 0.09% −0.00
LVS Las Vegas Sands Corp. Reduce -18.4% 0.02% −0.00
RPRX Royalty Pharma PLC Class A Reduce -12.5% 0.01% −0.00

Portfolio Buys Q3 2025 → Q4 2025

GOOGL Alphabet Inc. Class A Add +2.3% 3.74% +0.76
GOOG Alphabet Inc. Class C Add +2.3% 3.18% +0.65
LLY Eli Lilly & Co. Add +2.0% 2.06% +0.55
MU Micron Technology Inc. Add +1.6% 0.76% +0.30
AAPL Apple Inc. Add +2.4% 4.78% +0.18
AMD Advanced Micro Devices Add +2.0% 0.83% +0.18
JPM JPMorgan Chase & Co. Add +15.2% 1.25% +0.13
MRK Merck & Co. Inc. Add +2.0% 0.63% +0.11
LRCX Lam Research Corp. Add +1.9% 0.52% +0.10
AMZN Amazon.com Inc. Add +2.3% 4.12% +0.10
JNJ Johnson & Johnson Add +2.2% 1.19% +0.09
AMAT Applied Materials Inc. Add +2.4% 0.50% +0.09
ISRG Intuitive Surgical Inc. Add +1.9% 0.48% +0.09
BAC Bank of America Corp. Add +15.2% 0.55% +0.08
TMO Thermo Fisher Scientific Inc. Add +1.9% 0.52% +0.07
RY Royal Bank of Canada Add +15.2% 0.34% +0.07
AVGO Broadcom Inc. Add +2.0% 3.68% +0.07
GS Goldman Sachs Group Inc. Add +15.3% 0.38% +0.07
C Citigroup Inc. Add +15.2% 0.31% +0.06
CSCO Cisco Systems Inc. Add +2.0% 0.73% +0.06
MS Morgan Stanley Add +15.2% 0.30% +0.05
WFC Wells Fargo & Co. Add +2.1% 0.72% +0.05
TD Toronto-Dominion Bank Add +15.2% 0.23% +0.05
WBD Warner Bros Discovery Inc. Add +4.3% 0.16% +0.05
REGN Regeneron Pharmaceuticals Add +1.8% 0.20% +0.05
CRM Salesforce Inc. Add +2.1% 0.61% +0.05
AMGN Amgen Inc. Add +1.6% 0.42% +0.05
GM General Motors Co. Add +2.8% 0.19% +0.04
WDC Western Digital Corp. Add +4.5% 0.14% +0.04
DHR Danaher Corp. Add +2.4% 0.35% +0.04
BMY Bristol-Myers Squibb Co. Add +2.9% 0.26% +0.04
NEM Newmont Corp. Add +3.1% 0.27% +0.04
AXP American Express Co. Add +1.7% 0.49% +0.04
COF Capital One Financial Corp. Add +1.6% 0.37% +0.03
KLAC KLA Corp. Add +2.3% 0.38% +0.03
PH Parker Hannifin Corp. Add +2.9% 0.27% +0.03
BNS Bank of Nova Scotia Add +17.0% 0.13% +0.03
FDX FedEx Corp. Add +2.7% 0.16% +0.03
INTC Intel Corp. Add +2.4% 0.38% +0.03
CMI Cummins Inc. Add +2.5% 0.17% +0.03
CM Can Imperial BK of Commerce Add +16.7% 0.12% +0.02
CAH Cardinal Health Inc. Add +1.3% 0.12% +0.02
UPS United Parcel Service Class B Add +2.8% 0.17% +0.02
GILD Gilead Sciences Inc. Add +1.8% 0.36% +0.02
MAR Marriott International Class A Add +1.9% 0.17% +0.02
SHOP Shopify Inc. Class A Add +1.9% 0.47% +0.02
ADI Analog Devices Inc. Add +2.4% 0.32% +0.02
MDB Mongodb Inc. Add +4.6% 0.08% +0.02
APH Amphenol Corp. Class A Add +1.6% 0.39% +0.02
ACN Accenture PLC Class A Add +1.8% 0.40% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 444$13.4BAAPL, AMZN, AVGO, NVDA, MSFT
Q1 2026 430$15.1BNVDA, AAPL, AMZN, GOOGL, AVGO
Q4 2025 442$16.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2025 458$15.5BNVDA, AAPL, MSFT, AMZN, AVGO
Q2 2025 466$14.4BNVDA, MSFT, AMZN, AAPL, AVGO
Q1 2025 462$12.9BNVDA, AAPL, AMZN, MSFT, GOOGL
Q4 2024 476$14.8BNVDA, AAPL, AMZN, MSFT, TSLA
Q3 2024 481$14.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q2 2024 491$13.8BNVDA, AAPL, AMZN, MSFT, GOOGL
Q1 2024 501$13.8BNVDA, AMZN, MSFT, AAPL, GOOGL