Northeast Investment Management

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Northeast Investment Management reported 180 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Amazon.com (AMZN, 4.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 5, added to 37 and reduced 99. The biggest buy was Palo Alto Networks (PANW, shares +74%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001082215
Portfolio Value
$2.1B (Q1 2025)
SEC Filing
0001082215-25-000003 ↗ filed Apr 15, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.0B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.3B Q4 2024 Q1 2025: $2.1B $2.1B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.5B Q3 2025 Q4 2025: $2.6B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $2.7B Q2 2026

Holdings 180 stocks · $2.1B
AAPL Apple Inc. 6.83% 659,579 $146.5M Reduce -0.6%
NVDA Nvidia Corp. 6.29% 1,246,037 $135.0M Reduce -1.5%
AMZN Amazon.com Inc. 4.87% 549,055 $104.5M Reduce -1.0%
MSFT Microsoft Corp. 4.55% 259,915 $97.6M Reduce -0.5%
COST Costco Wholesale Corp. 4.16% 94,456 $89.3M Reduce -1.6%
V Visa Inc. Class A 4.14% 253,452 $88.8M Reduce -1.3%
GOOGL Alphabet Inc. Class A 3.96% 550,040 $85.1M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 3.43% 138,033 $73.5M Reduce -0.7%
META Meta Platforms Inc. Class A 2.83% 105,420 $60.8M Add +1.1%
VOO Vanguard S&P 500 ETF 2.48% 103,336 $53.1M Reduce -0.4%
JPM JPMorgan Chase & Co. 2.29% 200,036 $49.1M Reduce -0.9%
LLY Eli Lilly & Co. 2.14% 55,461 $45.8M Add +3.7%
ISRG Intuitive Surgical Inc. 2.13% 92,474 $45.8M Add +3.7%
UNP Union Pacific Corp. 2.10% 190,500 $45.0M Reduce -0.8%
TMO Thermo Fisher Scientific Inc. 1.99% 85,960 $42.8M Reduce -0.7%
ABBNY Abb Ltd.-Spon ADR 1.79% 737,735 $38.5M Reduce -0.8%
LOW Lowe's Cos Inc. 1.78% 164,161 $38.3M Reduce -0.2%
AMT American Tower Corp. 1.74% 171,777 $37.4M Reduce -2.6%
ACN Accenture PLC Class A 1.73% 118,599 $37.0M Reduce -4.5%
DHR Danaher Corp. 1.61% 168,393 $34.5M Reduce -3.9%
WMT Walmart Inc. 1.49% 364,261 $32.0M Add +2.4%
BX Blackstone Inc. 1.43% 220,064 $30.8M Reduce -0.0%
WM Waste Management Inc. 1.43% 132,866 $30.8M Add +0.0%
JNJ Johnson & Johnson 1.36% 175,956 $29.2M Reduce -2.5%
NEE Nextera Energy Inc. 1.35% 408,558 $29.0M Reduce -0.8%
HON Honeywell International Inc. 1.22% 123,648 $26.2M Reduce -3.5%
MCD McDonald's Corp. 1.21% 83,295 $26.0M Reduce -3.0%
VIG Vanguard Dividend Apprec ETF 1.17% 128,913 $25.0M Reduce -2.1%
VB Vanguard Most SM-Cap ETF-Usd 1.14% 110,729 $24.6M Add +7.8%
GS Goldman Sachs Group Inc. 1.08% 42,457 $23.2M Add +5.8%
ASML ASML Holding NV-NY Reg SHS 1.05% 33,985 $22.5M Add +0.2%
XOM Exxon Mobil Corp. 1.02% 183,453 $21.8M Reduce -1.9%
NOW ServiceNow Inc. 0.98% 26,428 $21.0M Add +15.0%
URI United Rentals Inc. 0.87% 29,900 $18.7M Add +4.2%
DE Deere & Co. 0.86% 39,411 $18.5M Reduce -0.3%
CVX Chevron Corp. 0.86% 109,944 $18.4M Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.83% 68,767 $17.8M Add +2.5%
PANW Palo Alto Networks Inc. 0.79% 99,460 $17.0M Add +73.8%
PG The Procter & Gamble Co. 0.79% 99,107 $16.9M Reduce -1.2%
GOOG Alphabet Inc. Class C 0.78% 107,191 $16.7M Reduce -1.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.75% 132,790 $16.2M Add +11.2%
BLK BlackRock Inc. 0.75% 17,066 $16.2M Reduce -1.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.73% 157,991 $15.6M Reduce -2.5%
NFLX Netflix Inc. 0.58% 13,331 $12.4M Add +37.4%
SHW The Sherwin-Williams Co. 0.58% 35,512 $12.4M Reduce -0.6%
ABT Abbott Laboratories 0.57% 92,709 $12.3M Reduce -1.0%
PEP Pepsico Inc. 0.52% 73,949 $11.1M Reduce -15.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.49% 33,979 $10.5M Add +0.8%
VEA Vanguard Ftse Developed ETF 0.48% 202,480 $10.3M Add +25.4%
SPOT Spotify Technology SA 0.48% 18,658 $10.3M Add +13.0%
MA Mastercard Inc. Class A 0.46% 18,168 $10.0M Reduce -0.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.41% 34,100 $8.8M No change
CLX Clorox Company 0.35% 51,547 $7.6M Reduce -4.9%
CHD Church & Dwight Co. Inc. 0.35% 68,360 $7.5M Reduce -4.2%
VWO Vanguard Ftse Emerging Marke 0.32% 149,730 $6.8M Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.30% 153,897 $6.4M Reduce -0.2%
CAT Caterpillar Inc. 0.28% 18,153 $6.0M Reduce -9.9%
TSLA Tesla Inc. 0.27% 22,540 $5.8M Reduce -2.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.27% 62,192 $5.7M Reduce -13.3%
CL Colgate-Palmolive Co. 0.23% 52,581 $4.9M Reduce -2.5%
MRK Merck & Co. Inc. 0.23% 53,851 $4.8M Reduce -16.6%
HD Home Depot Inc. 0.22% 12,861 $4.7M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 8,120 $4.5M Add +14.2%
LMT Lockheed Martin Corp. 0.21% 9,895 $4.4M Reduce -1.4%
IVV iShares Core S&P 500 ETF 0.20% 7,543 $4.2M Reduce -6.8%
VEU Vanguard Ftse All-World Ex-U 0.18% 62,152 $3.8M Reduce -1.2%
MDLZ Mondelez International Inc. Class A 0.17% 52,472 $3.6M Reduce -6.1%
NVS Novartis AG-Sponsored ADR 0.16% 31,036 $3.5M Reduce -2.9%
APD Air Products & Chemicals Inc. 0.15% 11,073 $3.3M Reduce -7.2%
CSCO Cisco Systems Inc. 0.15% 50,911 $3.1M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 17,994 $3.1M Add +0.5%
AKAM Akamai Technologies Inc. 0.13% 35,849 $2.9M Reduce -31.4%
MS Morgan Stanley 0.13% 24,582 $2.9M Add +0.6%
NKE Nike Inc. Class B 0.13% 44,374 $2.8M Reduce -27.3%
AMCR Amcor PLC 0.12% 263,850 $2.6M Reduce -0.4%
ABBV Abbvie Inc. 0.12% 12,038 $2.5M Reduce -0.6%
UBER Uber Technologies Inc. 0.12% 34,112 $2.5M Add +31.0%
KO The Coca-Cola Co. 0.11% 33,923 $2.4M Reduce -1.9%
RTX RTX Corp. 0.10% 16,089 $2.1M Reduce -0.0%
EMR Emerson Electric Co. 0.10% 18,654 $2.0M Reduce -2.6%
ADP Automatic Data Processing 0.10% 6,689 $2.0M Reduce -1.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.08% 43,277 $1.8M Reduce -2.1%
TOST Toast Inc. Class A 0.08% 52,325 $1.7M Add +72.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 6,910 $1.7M Reduce -0.3%
IWF iShares Russell 1000 Growth 0.08% 4,666 $1.7M Add +12.0%
EBC Eastern Bankshares Inc. 0.08% 101,923 $1.7M No change
QQQ Invesco QQQ Trust Series 1 0.08% 3,561 $1.7M Add +0.6%
IWD iShares Russell 1000 Value E 0.08% 8,850 $1.7M No change
AMGN Amgen Inc. 0.07% 4,985 $1.6M Reduce -3.0%
WMB Williams Cos Inc. 0.07% 24,557 $1.5M No change
ECL Ecolab Inc. 0.07% 5,746 $1.5M Add +4.0%
VTI VG Morningstar TS MKT ETF-US 0.07% 5,220 $1.4M Reduce -4.4%
T AT&T Inc. 0.07% 49,988 $1.4M Reduce -2.4%
QCOM Qualcomm Inc. 0.07% 9,203 $1.4M Reduce -0.0%
PFE Pfizer Inc. 0.07% 55,057 $1.4M Reduce -13.4%
UPS United Parcel Service Class B 0.06% 12,606 $1.4M Reduce -55.7%
FAST Fastenal Co. 0.06% 16,800 $1.3M No change
MMM 3M Co. 0.06% 8,545 $1.3M Reduce -0.0%
KKR KKR & Co. Inc. 0.06% 10,833 $1.3M Reduce -15.4%
NUE Nucor Corp. 0.05% 9,600 $1.2M No change
VZ Verizon Communications Inc. 0.05% 25,048 $1.1M Reduce -1.9%
TSM Taiwan Semiconductor-SP ADR 0.05% 6,506 $1.1M Add +10.3%
EFA iShares MSCI Eafe ETF 0.05% 13,206 $1.1M Add +1.6%
ORCL Oracle Corp. 0.05% 7,248 $1.0M Reduce -0.8%
EEM iShares MSCI Emerging Market 0.05% 23,154 $1.0M Reduce -28.9%
KVUE Kenvue Inc. 0.05% 41,663 $999K Reduce -51.6%
PM Philip Morris International 0.05% 6,123 $972K No change
CB Chubb Ltd. 0.04% 3,081 $930K Reduce -19.1%
KMB Kimberly-Clark Corp. 0.04% 5,667 $806K Reduce -2.2%
WY Weyerhaeuser Co. 0.04% 26,840 $786K Reduce -11.3%
UL Unilever PLC 0.04% 13,092 $780K Reduce -1.8%
GLW Corning Inc. 0.03% 16,227 $743K No change
GIS General Mills Inc. 0.03% 11,839 $708K No change
SYY Sysco Corp. 0.03% 9,367 $703K Reduce -1.4%
CMCSA Comcast Corp. Class A 0.03% 18,165 $670K Reduce -5.6%
SBUX Starbucks Corp. 0.03% 6,514 $639K Reduce -2.0%
CRWD CrowdStrike Holdings Inc. Class A 0.03% 1,809 $638K No change
MSI Motorola Solutions Inc. 0.03% 1,455 $637K No change
ITOT iShares Core S&P Total U.S. 0.03% 5,217 $637K No change
INTC Intel Corp. 0.03% 27,680 $629K No change
WFC Wells Fargo & Co. 0.03% 8,418 $604K Reduce -0.0%
TGT Target Corp. 0.03% 5,299 $553K Reduce -1.4%
USB US Bancorp 0.03% 12,842 $542K Reduce -20.8%
XLK SS Technology Select Sector 0.03% 2,619 $541K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 2,115 $532K No change
ESGV Vanguard ESG US Stock ETF 0.02% 5,374 $526K Reduce -18.0%
VYM Vanguard High DVD Yield ETF 0.02% 4,004 $516K No change
AMD Advanced Micro Devices 0.02% 5,010 $515K Add +0.8%
TYL Tyler Technologies Inc. 0.02% 876 $509K Add +0.1%
TRV The Travelers Cos Inc. 0.02% 1,900 $502K Reduce -2.2%
BMY Bristol-Myers Squibb Co. 0.02% 7,960 $485K Reduce -7.9%
COP Conocophillips 0.02% 4,485 $471K No change
SHEL Shell PLC-ADR 0.02% 6,344 $465K No change
GE General Electric filed as GE AEROSPACE 0.02% 2,276 $456K Reduce -15.9%
VNQ Vanguard Real Estate ETF 0.02% 4,798 $434K Reduce -2.7%
AEP American Electric Power 0.02% 3,905 $427K Add +0.8%
VPU Vanguard Utilities ETF 0.02% 2,498 $427K No change
VDE Vanguard Energy ETF 0.02% 3,268 $424K No change
MTD Mettler-Toledo International 0.02% 348 $411K Add +0.6%
BP BP PLC-Spons ADR 0.02% 11,997 $405K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 1,758 $400K No change
OKE Oneok Inc. 0.02% 4,013 $398K No change
HSY The Hershey Co. 0.02% 2,266 $388K Reduce -1.1%
ANET Arista Networks Inc. 0.02% 4,938 $383K Add +54.5%
ITW Illinois Tool Works 0.02% 1,525 $378K No change
IWR iShares Russell Mid-Cap ETF 0.02% 4,375 $372K Reduce -0.4%
IWM iShares Russell 2000 ETF 0.02% 1,860 $371K No change
BF.B Brown-Forman Corp. Class B 0.02% 10,839 $368K Reduce -27.9%
STT State Street Corp. 0.02% 4,104 $367K Reduce -29.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.02% 4,700 $365K No change
GEV GE Vernova Inc. 0.02% 1,184 $361K Add +91.3%
PLTR Palantir Technologies Inc. Class A 0.02% 4,237 $358K Add +30.4%
EOG EOG Resources Inc. 0.02% 2,786 $357K Add +0.8%
CPRT Copart Inc. 0.01% 5,624 $318K No change
CARR Carrier Global Corp. 0.01% 4,989 $316K Reduce -0.0%
CVS CVS Health Corp. 0.01% 4,334 $294K Reduce -44.4%
IJH iShares Core S&P Midcap ETF 0.01% 5,027 $293K Reduce -9.4%
MOAT Vaneck Morningstar Wide Moat 0.01% 3,316 $292K No change
K Kellanova 0.01% 3,485 $287K No change
CRM Salesforce Inc. 0.01% 1,059 $284K No change
EWIIF Edinburgh Worldwide Inv TR 0.01% 140,000 $284K No change
IJK iShares S&P Mid-Cap 400 Grow 0.01% 3,402 $283K No change
DVY iShares Select Dividend ETF 0.01% 2,047 $275K No change
MO Altria Group Inc. 0.01% 4,330 $260K No change
WAB Wabtec Corp. 0.01% 1,426 $259K No change
ADM Archer-Daniels-Midland Co. 0.01% 5,219 $251K Reduce -0.0%
CTVA Corteva Inc. 0.01% 3,957 $249K Reduce -0.0%
CNI Canadian Natl Railway Co. 0.01% 2,451 $239K Reduce -6.2%
NVO Novo-Nordisk A/S-Spons ADR 0.01% 3,405 $236K No change
EPD Enterprise Products Partners 0.01% 6,749 $230K No change
EGP Eastgroup Properties Inc. 0.01% 1,300 $229K No change
OTIS Otis Worldwide Corp. 0.01% 2,193 $226K Reduce -0.1%
IDXX Idexx Laboratories Inc. 0.01% 533 $224K No change
SYK Stryker Corp. 0.01% 583 $217K New
NBBK NB Bancorp Inc. 0.01% 12,000 $217K New
SNA Snap-on Inc. 0.01% 625 $211K No change
LULU Lululemon Athletica Inc. 0.01% 739 $209K Add +2.2%
SO The Southern Co. 0.01% 2,247 $207K New
DCI Donaldson Co. Inc. 0.01% 3,070 $206K No change
ADI Analog Devices Inc. 0.01% 993 $200K Reduce -7.5%

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -1.5% 6.29% −1.24
GOOGL Alphabet Inc. Class A Reduce -0.5% 3.96% −0.68
AAPL Apple Inc. Reduce -0.6% 6.83% −0.55
AMZN Amazon.com Inc. Reduce -1.0% 4.87% −0.53
MSFT Microsoft Corp. Reduce -0.5% 4.55% −0.34
BX Blackstone Inc. Reduce -0.0% 1.43% −0.25
ACN Accenture PLC Class A Reduce -4.5% 1.73% −0.21
DHR Danaher Corp. Reduce -3.9% 1.61% −0.18
TSLA Tesla Inc. Reduce -2.8% 0.27% −0.14
GOOG Alphabet Inc. Class C Reduce -1.9% 0.78% −0.14
UPS United Parcel Service Class B Reduce -55.7% 0.06% −0.09
TROW T Rowe Price Group Inc. Reduce -13.3% 0.27% −0.09
AKAM Akamai Technologies Inc. Reduce -31.4% 0.13% −0.09
DIS The Walt Disney Co. Reduce -2.5% 0.73% −0.07
NKE Nike Inc. Class B Reduce -27.3% 0.13% −0.07
ADBE Adobe Inc. Sold out 0.00% −0.07
PEP Pepsico Inc. Reduce -15.3% 0.52% −0.07
HON Honeywell International Inc. Reduce -3.5% 1.22% −0.06
MRK Merck & Co. Inc. Reduce -16.6% 0.23% −0.06
CAT Caterpillar Inc. Reduce -9.9% 0.28% −0.05
CLX Clorox Company Reduce -4.9% 0.35% −0.04
KVUE Kenvue Inc. Reduce -51.6% 0.05% −0.04
BLK BlackRock Inc. Reduce -1.1% 0.75% −0.03
KKR KKR & Co. Inc. Reduce -15.4% 0.06% −0.03
LOW Lowe's Cos Inc. Reduce -0.2% 1.78% −0.02
IVV iShares Core S&P 500 ETF Reduce -6.8% 0.20% −0.01
EEM iShares MSCI Emerging Market Reduce -28.9% 0.05% −0.01
LMT Lockheed Martin Corp. Reduce -1.4% 0.21% −0.01
EMR Emerson Electric Co. Reduce -2.6% 0.10% −0.01
PFE Pfizer Inc. Reduce -13.4% 0.07% −0.01
GWW WW Grainger Inc. Sold out 0.00% −0.01
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.01
DOW Dow Inc. Sold out 0.00% −0.01
USB US Bancorp Reduce -20.8% 0.03% −0.01
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.01
STT State Street Corp. Reduce -29.6% 0.02% −0.01
BF.B Brown-Forman Corp. Class B Reduce -27.9% 0.02% −0.01
ORCL Oracle Corp. Reduce -0.8% 0.05% −0.01
TGT Target Corp. Reduce -1.4% 0.03% −0.01
HD Home Depot Inc. Reduce -1.8% 0.22% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -18.0% 0.02% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.4% 2.48% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -0.7% 1.99% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -4.4% 0.07% −0.00
CB Chubb Ltd. Reduce -19.1% 0.04% −0.00
CVS CVS Health Corp. Reduce -44.4% 0.01% −0.00
IJH iShares Core S&P Midcap ETF Reduce -9.4% 0.01% −0.00
APD Air Products & Chemicals Inc. Reduce -7.2% 0.15% −0.00
BAC Bank of America Corp. Reduce -0.2% 0.30% −0.00
WY Weyerhaeuser Co. Reduce -11.3% 0.04% −0.00

Portfolio Buys Q4 2024 → Q1 2025
PANW Palo Alto Networks Inc. Add +73.8% 0.79% +0.33
LLY Eli Lilly & Co. Add +3.7% 2.14% +0.30
WM Waste Management Inc. Add +0.0% 1.43% +0.24
NFLX Netflix Inc. Add +37.4% 0.58% +0.20
SPOT Spotify Technology SA Add +13.0% 0.48% +0.15
VEA Vanguard Ftse Developed ETF Add +25.4% 0.48% +0.14
META Meta Platforms Inc. Class A Add +1.1% 2.83% +0.12
TJX TJX Companies Inc. Add +11.2% 0.75% +0.11
ISRG Intuitive Surgical Inc. Add +3.7% 2.13% +0.07
WMT Walmart Inc. Add +2.4% 1.49% +0.06
GS Goldman Sachs Group Inc. Add +5.8% 1.08% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +7.8% 1.14% +0.05
UBER Uber Technologies Inc. Add +31.0% 0.12% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.5% 0.83% +0.04
TOST Toast Inc. Class A Add +72.7% 0.08% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +14.2% 0.21% +0.03
VWO Vanguard Ftse Emerging Marke Add +0.5% 0.32% +0.02
ECL Ecolab Inc. Add +4.0% 0.07% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 0.14% +0.01
NBBK NB Bancorp Inc. New 0.01% +0.01
SYK Stryker Corp. New 0.01% +0.01
SO The Southern Co. New 0.01% +0.01
GEV GE Vernova Inc. Add +91.3% 0.02% +0.01
EFA iShares MSCI Eafe ETF Add +1.6% 0.05% +0.01
ASML ASML Holding NV-NY Reg SHS Add +0.2% 1.05% +0.01
PLTR Palantir Technologies Inc. Class A Add +30.4% 0.02% +0.01
IWF iShares Russell 1000 Growth Add +12.0% 0.08% +0.00
AEP American Electric Power Add +0.8% 0.02% +0.00
ANET Arista Networks Inc. Add +54.5% 0.02% +0.00
EOG EOG Resources Inc. Add +0.8% 0.02% +0.00
TYL Tyler Technologies Inc. Add +0.1% 0.02% +0.00
MTD Mettler-Toledo International Add +0.6% 0.02% +0.00
TSM Taiwan Semiconductor-SP ADR Add +10.3% 0.05% −0.00
QQQ Invesco QQQ Trust Series 1 Add +0.6% 0.08% −0.00
LULU Lululemon Athletica Inc. Add +2.2% 0.01% −0.00
AMD Advanced Micro Devices Add +0.8% 0.02% −0.00
MS Morgan Stanley Add +0.6% 0.13% −0.00
URI United Rentals Inc. Add +4.2% 0.87% −0.02
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.8% 0.49% −0.02
NOW ServiceNow Inc. Add +15.0% 0.98% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 200$2.7BNVDA, AAPL, GOOGL, AMZN, MSFT
Q1 2026 189$2.4BNVDA, AAPL, GOOGL, AMZN, MSFT
Q4 2025 188$2.6BNVDA, AAPL, GOOGL, MSFT, AMZN
Q3 2025 181$2.5BNVDA, AAPL, MSFT, GOOGL, AMZN
Q2 2025 185$2.3BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2025 180$2.1BAAPL, NVDA, AMZN, MSFT, COST
Q4 2024 182$2.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2024 182$2.2BNVDA, AAPL, MSFT, AMZN, GOOGL
Q2 2024 182$2.1BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2024 183$2.0BNVDA, AAPL, MSFT, AMZN, GOOGL