Oppenheimer & Co. Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Oppenheimer & Co. Inc. reported 1,596 stock positions worth $7.6 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Apple (AAPL, 3.1%) and Nvidia (NVDA, 2.6%). Compared with Q1 2025, it opened 146 new positions, sold out of 107, added to 722 and reduced 643. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000822581
- Portfolio Value
- $7.6B (Q2 2025)
- SEC Filing
- 0001085146-25-004369 ↗ filed Jul 31, 2025
Holdings Value
Holdings 1,596 stocks · $7.6B
| MSFT Microsoft Corp. | 4.61% | 700,470 | $348.4M | Add +0.5% |
| AAPL Apple Inc. | 3.06% | 1,127,141 | $231.3M | Reduce -1.0% |
| NVDA Nvidia Corp. | 2.65% | 1,267,402 | $200.2M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.06% | 708,036 | $155.3M | Add +11.9% |
| META Meta Platforms Inc. Class A | 1.77% | 181,487 | $134.0M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 1.56% | 405,686 | $117.6M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 201,683 | $98.0M | Add +1.7% |
| COST Costco Wholesale Corp. | 1.23% | 93,762 | $92.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.14% | 487,609 | $85.9M | Add +4.1% |
| AVGO Broadcom Inc. | 1.12% | 305,854 | $84.3M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 125,559 | $77.6M | Reduce -0.3% |
| TTAN Servicetitan Inc. Class A | 1.02% | 718,518 | $77.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.01% | 137,911 | $76.1M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 1.00% | 424,292 | $75.3M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.99% | 120,944 | $75.1M | Add +10.9% |
| V Visa Inc. Class A | 0.84% | 177,965 | $63.2M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.75% | 72,733 | $56.7M | Reduce -0.8% |
| HD Home Depot Inc. | 0.68% | 139,867 | $51.3M | Add +6.8% |
| GS Goldman Sachs Group Inc. | 0.66% | 69,994 | $49.5M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 0.63% | 111,953 | $47.5M | Add +14.6% |
| WMT Walmart Inc. | 0.61% | 470,449 | $46.0M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.59% | 78,733 | $44.7M | Add +8.3% |
| PLTR Palantir Technologies Inc. Class A | 0.58% | 323,769 | $44.1M | Reduce -7.2% |
| TSLA Tesla Inc. | 0.58% | 138,047 | $43.9M | Add +1.2% |
| PWR Quanta Services Inc. | 0.58% | 115,436 | $43.6M | Reduce -3.0% |
| NFLX Netflix Inc. | 0.57% | 32,102 | $43.0M | Add +13.8% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 648,678 | $40.2M | Add +5.1% |
| DGRO iShares Core Dividend Growth | 0.51% | 598,621 | $38.3M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 340,111 | $37.2M | Add +6.0% |
| C Citigroup Inc. | 0.44% | 393,283 | $33.5M | Add +30.5% |
| GILD Gilead Sciences Inc. | 0.44% | 297,457 | $33.0M | Add +2.5% |
| AMGN Amgen Inc. | 0.41% | 111,012 | $31.0M | Add +1.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.40% | 272,764 | $30.1M | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.40% | 161,853 | $30.0M | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.40% | 277,883 | $30.0M | Add +0.7% |
| IWP iShares Russell Mid-Cap Grow | 0.38% | 207,311 | $28.7M | Add +2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 126,635 | $28.7M | Add +4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 64,945 | $28.5M | Add +15.1% |
| JNJ Johnson & Johnson | 0.37% | 182,078 | $27.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 0.37% | 77,724 | $27.7M | Reduce -6.1% |
| CSCO Cisco Systems Inc. | 0.36% | 397,373 | $27.6M | Reduce -11.0% |
| MA Mastercard Inc. Class A | 0.36% | 48,954 | $27.5M | Reduce -1.0% |
| MRVL Marvell Technology Inc. | 0.36% | 353,824 | $27.4M | Add +20.4% |
| GLD SPDR Gold Shares | 0.36% | 88,314 | $26.9M | Reduce -9.1% |
| VZ Verizon Communications Inc. | 0.35% | 614,210 | $26.6M | Add +12.6% |
| BA The Boeing Co. | 0.35% | 125,151 | $26.2M | Add +149.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 51,176 | $26.1M | Add +24.3% |
| CVX Chevron Corp. | 0.34% | 180,377 | $25.8M | Add +0.8% |
| T AT&T Inc. | 0.33% | 872,305 | $25.2M | Add +8.8% |
| KKR KKR & Co. Inc. | 0.33% | 187,506 | $24.9M | Reduce -4.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.33% | 102,713 | $24.7M | Reduce -0.5% |
| WM Waste Management Inc. | 0.32% | 106,659 | $24.4M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 510,309 | $24.1M | Add +2.7% |
| UBER Uber Technologies Inc. | 0.31% | 251,361 | $23.5M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.31% | 146,102 | $23.3M | Add +1.1% |
| CAT Caterpillar Inc. | 0.31% | 59,502 | $23.1M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 77,682 | $22.9M | Reduce -3.5% |
| RTX RTX Corp. | 0.30% | 154,742 | $22.6M | Reduce -3.4% |
| PANW Palo Alto Networks Inc. | 0.30% | 109,550 | $22.4M | Reduce -12.0% |
| DNOV FT Vest US Equity Deep Buffe | 0.29% | 493,146 | $22.0M | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 77,887 | $21.8M | Add +11.0% |
| AXP American Express Co. | 0.28% | 66,168 | $21.1M | Add +16.3% |
| MPC Marathon Petroleum Corp. | 0.27% | 124,841 | $20.7M | Add +2.6% |
| LOW Lowe's Cos Inc. | 0.27% | 91,614 | $20.3M | Reduce -2.3% |
| SMCI Super Micro Computer Inc. | 0.27% | 412,220 | $20.2M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.26% | 66,372 | $19.8M | Reduce -11.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 210,353 | $19.3M | Add +42.4% |
| BX Blackstone Inc. | 0.25% | 128,384 | $19.2M | Add +3.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.25% | 346,859 | $19.1M | Reduce -45.6% |
| QCOM Qualcomm Inc. | 0.25% | 119,446 | $19.0M | Reduce -7.2% |
| ORLY O'reilly Automotive Inc. | 0.25% | 209,025 | $18.8M | Add +6.0% |
| PEP Pepsico Inc. | 0.25% | 140,495 | $18.6M | Add +2.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.25% | 81,625 | $18.5M | Add +80.9% |
| AMD Advanced Micro Devices | 0.24% | 127,607 | $18.1M | Add +4.4% |
| XLV SS Health Care Select Sector | 0.24% | 132,598 | $17.9M | Add +39.9% |
| ROK Rockwell Automation Inc. | 0.24% | 53,490 | $17.8M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.23% | 74,263 | $17.7M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.23% | 56,542 | $17.6M | Add +9.2% |
| MCD McDonald's Corp. | 0.23% | 60,001 | $17.5M | Reduce -0.7% |
| SOXX iShares Semiconductor ETF | 0.23% | 73,021 | $17.4M | Add +1.1% |
| AMAT Applied Materials Inc. | 0.22% | 92,152 | $16.9M | Reduce -5.5% |
| ASTS Ast Spacemobile Inc. | 0.22% | 360,201 | $16.8M | Reduce -59.5% |
| MDT Medtronic PLC | 0.22% | 192,913 | $16.8M | Reduce -4.5% |
| LMT Lockheed Martin Corp. | 0.22% | 36,058 | $16.7M | Add +6.0% |
| VOD Vodafone Group PLC-SP ADR | 0.22% | 1,553,927 | $16.6M | Reduce -31.0% |
| EFA iShares MSCI Eafe ETF | 0.22% | 182,720 | $16.3M | Add +9.5% |
| ENB Enbridge Inc. | 0.22% | 359,981 | $16.3M | Reduce -4.0% |
| VGT Vanguard Info Tech ETF | 0.22% | 24,591 | $16.3M | Add +46.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.22% | 511,962 | $16.3M | Add +8.0% |
| DUK Duke Energy Corp. | 0.22% | 137,749 | $16.3M | Add +44.3% |
| NEE Nextera Energy Inc. | 0.21% | 232,811 | $16.2M | Reduce -14.1% |
| HON Honeywell International Inc. | 0.21% | 69,186 | $16.1M | Reduce -2.5% |
| PM Philip Morris International | 0.21% | 88,312 | $16.1M | Add +2.2% |
| DE Deere & Co. | 0.21% | 31,563 | $16.0M | Add +9.4% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 280,689 | $16.0M | Add +20.6% |
| CRM Salesforce Inc. | 0.21% | 58,508 | $16.0M | Add +10.1% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 278,784 | $15.8M | Add +19.2% |
| TMDX Transmedics Group Inc. | 0.21% | 117,370 | $15.7M | Add +50.5% |
| VST Vistra Corp. | 0.21% | 81,137 | $15.7M | Reduce -34.3% |
| PFE Pfizer Inc. | 0.21% | 641,576 | $15.6M | Add +0.8% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $3.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 7,010 | $848K | Add +73.5% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 12,070 | $821K | Reduce -3.4% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 385 | $467K | Reduce -90.9% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 6,237 | $467K | Reduce -13.5% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 12,010 | $386K | Add +13.7% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 6,073 | $358K | Reduce -31.6% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 6,115 | $328K | New |
Total filed on the 13F, all lines: $7.6B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.0% | 3.06% | −0.76 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -45.6% | 0.25% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.75% | −0.17 |
| V Visa Inc. Class A | Reduce -1.4% | 0.84% | −0.12 |
| ET Energy Transfer LP | Reduce -35.0% | 0.14% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 1.23% | −0.12 |
| AM Antero Midstream Corp. | Reduce -51.7% | 0.09% | −0.11 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.11 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -91.5% | 0.01% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -18.1% | 0.17% | −0.10 |
| VOD Vodafone Group PLC-SP ADR | Reduce -31.0% | 0.22% | −0.10 |
| ACN Accenture PLC Class A | Reduce -11.1% | 0.26% | −0.09 |
| ASTS Ast Spacemobile Inc. | Reduce -59.5% | 0.22% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -14.1% | 0.21% | −0.08 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.23% | −0.07 |
| GLD SPDR Gold Shares | Reduce -9.1% | 0.36% | −0.07 |
| TKR Timken Co. | Reduce -77.6% | 0.02% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.27% | −0.06 |
| SNA Snap-on Inc. | Reduce -51.6% | 0.04% | −0.06 |
| WM Waste Management Inc. | Reduce -2.7% | 0.32% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -47.5% | 0.05% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.0% | 0.40% | −0.06 |
| KMX Carmax Inc. | Reduce -0.4% | 0.17% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -21.3% | 0.08% | −0.06 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -85.9% | 0.01% | −0.06 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.23% | −0.05 |
| MDT Medtronic PLC | Reduce -4.5% | 0.22% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -11.0% | 0.36% | −0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -5.9% | 0.15% | −0.05 |
| SBUX Starbucks Corp. | Reduce -10.6% | 0.14% | −0.05 |
| EPD Enterprise Products Partners | Reduce -0.8% | 0.18% | −0.05 |
| OKE Oneok Inc. | Reduce -20.0% | 0.06% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -39.3% | 0.05% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -7.2% | 0.25% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -9.3% | 0.16% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.36% | −0.05 |
| AMT American Tower Corp. | Reduce -17.0% | 0.12% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -37.1% | 0.03% | −0.04 |
| ZTS Zoetis Inc. | Reduce -1.7% | 0.19% | −0.04 |
| PLD Prologis Inc. | Reduce -49.6% | 0.03% | −0.04 |
| TSCO Tractor Supply Company | Reduce -51.1% | 0.03% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.03% | −0.04 |
| HSY The Hershey Co. | Reduce -10.6% | 0.12% | −0.04 |
| AFL Aflac Inc. | Reduce -1.3% | 0.17% | −0.04 |
| CHE Chemed Corp. | Reduce -1.1% | 0.08% | −0.04 |
| ENB Enbridge Inc. | Reduce -4.0% | 0.22% | −0.04 |
| WMT Walmart Inc. | Reduce -2.9% | 0.61% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -14.6% | 0.11% | −0.03 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -73.1% | 0.01% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -12.1% | 0.09% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| TTAN Servicetitan Inc. Class A | New | 1.02% | +1.02 |
| MSFT Microsoft Corp. | Add +0.5% | 4.61% | +0.66 |
| NVDA Nvidia Corp. | Add +0.8% | 2.65% | +0.59 |
| META Meta Platforms Inc. Class A | Add +4.2% | 1.77% | +0.26 |
| AMZN Amazon.com Inc. | Add +11.9% | 2.06% | +0.24 |
| BA The Boeing Co. | Add +149.2% | 0.35% | +0.22 |
| WTV Wisdomtree U.S. Value Fund | New | 0.20% | +0.20 |
| NFLX Netflix Inc. | Add +13.8% | 0.57% | +0.17 |
| TMDX Transmedics Group Inc. | Add +50.5% | 0.21% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +24.3% | 0.34% | +0.13 |
| C Citigroup Inc. | Add +30.5% | 0.44% | +0.12 |
| QQQM Invesco Nasdaq 100 ETF | Add +80.9% | 0.25% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.4% | 1.01% | +0.10 |
| HOOD Robinhood Markets Inc. Class A | Add +44.2% | 0.16% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +14.6% | 0.63% | +0.10 |
| MRVL Marvell Technology Inc. | Add +20.4% | 0.36% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +1.6% | 0.66% | +0.09 |
| BKSY Blacksky Technology Inc. | Add +329.4% | 0.09% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 1.56% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +837.1% | 0.09% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +46.8% | 0.22% | +0.08 |
| PL Planet Labs PBC | Add +297.2% | 0.09% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.38% | +0.08 |
| FXE Invesco Currencyshares Euro | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +10.9% | 0.99% | +0.07 |
| DB Deutsche Bank AG-Registered | Add +171.1% | 0.10% | +0.07 |
| TRMB Trimble Inc. | Add +150.1% | 0.10% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.1% | 0.38% | +0.06 |
| BLOK Amplify Blockchain Tech ETF | Add +208.5% | 0.07% | +0.06 |
| MCO Moody's Corp. | Add +325.4% | 0.07% | +0.06 |
| MU Micron Technology Inc. | Add +66.0% | 0.10% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +42.4% | 0.26% | +0.05 |
| SPMO Invesco S&P 500 Momentum ETF | Add +160.3% | 0.08% | +0.05 |
| AMD Advanced Micro Devices | Add +4.4% | 0.24% | +0.05 |
| MLM Martin Marietta Materials | Add +31.6% | 0.20% | +0.05 |
| GE General Electric | Add +16.6% | 0.20% | +0.05 |
| AXP American Express Co. | Add +16.3% | 0.28% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +100.2% | 0.11% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +61.1% | 0.12% | +0.05 |
| TSLA Tesla Inc. | Add +1.2% | 0.58% | +0.05 |
| FXU First Trust Utilities Alphad | New | 0.05% | +0.05 |
| FTSM First Trust Enh Short Mat FD | Add +50.0% | 0.19% | +0.05 |
| IYK iShares US Consumer Staples | New | 0.04% | +0.04 |
| CGDV Cap Group Dividend Value | Add +94.2% | 0.10% | +0.04 |
| FAN First Trust Global Wind Ener | New | 0.04% | +0.04 |
| MSTR Strategy Inc. | Add +44.2% | 0.10% | +0.04 |
| DHR Danaher Corp. | Add +84.3% | 0.12% | +0.04 |
| KLAC KLA Corp. | Add +45.5% | 0.10% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 1.14% | +0.04 |
| AIRR First Trust Rba American Ind | Add +135.9% | 0.07% | +0.04 |
Notes & Other Activity Q1 2025 → Q2 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +73.5% | 7,010 | $848K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -3.4% | 12,070 | $821K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -90.9% | 385 | $467K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -13.5% | 6,237 | $467K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 10,781 | $438Kbefore exit |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Add +13.7% | 12,010 | $386K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Reduce -31.6% | 6,073 | $358K |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | New | 6,115 | $328K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Sold out | 4,693 | $224Kbefore 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 | 1,747 | $9.4B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q1 2026 | 1,673 | $8.2B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q4 2025 | 1,521 | $7.0B | MSFT, NVDA, GOOGL, GOOG, JPM |
| Q3 2025 | 1,639 | $8.2B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2025 | 1,596 | $7.6B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2025 | 1,556 | $6.6B | MSFT, AAPL, NVDA, AMZN, BRK.B |
| Q4 2024 | 1,540 | $6.7B | MSFT, AAPL, NVDA, AMZN, META |
| Q3 2024 | 1,498 | $6.5B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2024 | 1,425 | $6.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 1,431 | $6.0B | MSFT, AAPL, NVDA, AMZN, BRK.B |