Oppenheimer & Co. Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Oppenheimer & Co. Inc. reported 1,673 stock positions worth $8.2 billion. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Nvidia (NVDA, 2.6%). Compared with Q4 2025, it opened 269 new positions, sold out of 118, added to 701 and reduced 626. The biggest buy was a new position in Apple (AAPL) and the biggest sale Alphabet Class A (GOOGL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000822581
- Portfolio Value
- $8.2B (Q1 2026)
- SEC Filing
- 0000822581-26-000001 ↗ filed Apr 24, 2026
Holdings Value
Holdings 1,673 stocks · $8.2B
| AAPL Apple Inc. | 3.42% | 1,107,179 | $281.0M | New |
| MSFT Microsoft Corp. | 3.42% | 757,482 | $280.4M | Add +8.2% |
| NVDA Nvidia Corp. | 2.58% | 1,212,205 | $211.4M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.99% | 783,132 | $163.1M | New |
| GOOG Alphabet Inc. Class C | 1.57% | 449,675 | $129.0M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 1.53% | 437,159 | $125.7M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 1.37% | 382,956 | $112.7M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 1.37% | 195,992 | $112.1M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 205,356 | $98.4M | New |
| AVGO Broadcom Inc. | 1.15% | 305,523 | $94.6M | Add +3.2% |
| COST Costco Wholesale Corp. | 1.14% | 93,698 | $93.4M | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 120,620 | $78.4M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 135,725 | $78.3M | New |
| IVV iShares Core S&P 500 ETF | 0.83% | 104,059 | $68.0M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.83% | 73,784 | $67.9M | Add +6.4% |
| IWF iShares Russell 1000 Growth | 0.81% | 156,230 | $66.6M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.72% | 99,231 | $59.3M | Add +7.0% |
| TSLA Tesla Inc. | 0.71% | 156,006 | $58.0M | Add +6.2% |
| WMT Walmart Inc. | 0.70% | 463,259 | $57.6M | Add +2.4% |
| PWR Quanta Services Inc. | 0.69% | 102,510 | $56.3M | New |
| PL Planet Labs PBC | 0.67% | 1,962,164 | $54.8M | Add +6.9% |
| V Visa Inc. Class A | 0.66% | 178,417 | $53.9M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.66% | 63,621 | $53.8M | Reduce -3.9% |
| ASTS Ast Spacemobile Inc. | 0.64% | 636,632 | $52.8M | Add +20.6% |
| CAT Caterpillar Inc. | 0.62% | 71,566 | $50.7M | Add +1.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.60% | 536,020 | $49.1M | Add +16.3% |
| HD Home Depot Inc. | 0.58% | 143,712 | $47.3M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 691,757 | $46.7M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.56% | 271,775 | $46.1M | Reduce -11.3% |
| JNJ Johnson & Johnson | 0.55% | 186,168 | $45.5M | Add +4.7% |
| GLD SPDR Gold Shares | 0.54% | 103,819 | $44.7M | Add +4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 126,044 | $42.6M | Add +1.2% |
| DGRO iShares Core Dividend Growth | 0.52% | 602,903 | $42.3M | Add +0.2% |
| AMGN Amgen Inc. | 0.51% | 119,841 | $42.2M | New |
| CVX Chevron Corp. | 0.49% | 195,594 | $40.5M | Reduce -1.7% |
| GILD Gilead Sciences Inc. | 0.48% | 283,045 | $39.4M | Add +5.6% |
| PLTR Palantir Technologies Inc. Class A | 0.47% | 261,217 | $38.2M | Reduce -12.7% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 293,099 | $36.4M | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.44% | 326,348 | $36.0M | Add +10.4% |
| RTX RTX Corp. | 0.43% | 183,279 | $35.4M | New |
| ABBV Abbvie Inc. | 0.41% | 156,065 | $33.9M | Reduce -2.1% |
| MRVL Marvell Technology Inc. | 0.41% | 341,725 | $33.8M | Add +1.2% |
| NFLX Netflix Inc. | 0.41% | 348,410 | $33.5M | Add +9.0% |
| VET Vermilion Energy Inc. | 0.40% | 2,359,218 | $32.5M | Add +640.9% |
| MA Mastercard Inc. Class A | 0.37% | 60,452 | $30.2M | Add +21.0% |
| GLW Corning Inc. | 0.36% | 218,085 | $29.7M | Add +43.7% |
| CSCO Cisco Systems Inc. | 0.35% | 374,442 | $29.1M | Add +1.7% |
| C Citigroup Inc. | 0.35% | 255,894 | $29.0M | Reduce -0.5% |
| MPC Marathon Petroleum Corp. | 0.35% | 118,429 | $28.9M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.34% | 554,455 | $27.8M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.33% | 294,952 | $27.4M | Reduce -1.9% |
| ETN Eaton Corp. PLC | 0.33% | 74,624 | $26.7M | Reduce -0.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 110,260 | $26.5M | Add +4.9% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 262,378 | $26.4M | Add +470.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 531,889 | $25.9M | New |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 200,417 | $25.7M | Reduce -2.0% |
| WM Waste Management Inc. | 0.31% | 109,765 | $25.2M | Reduce -0.7% |
| SOXX iShares Semiconductor ETF | 0.28% | 71,091 | $23.4M | Add +0.0% |
| PFE Pfizer Inc. | 0.28% | 831,613 | $23.4M | Add +19.7% |
| AMD Advanced Micro Devices | 0.28% | 111,409 | $22.7M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 94,563 | $22.5M | Add +6.6% |
| MRK Merck & Co. Inc. | 0.27% | 184,185 | $22.2M | Add +12.0% |
| LOW Lowe's Cos Inc. | 0.27% | 92,865 | $21.9M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 50,104 | $21.9M | Reduce -6.5% |
| EFA iShares MSCI Eafe ETF | 0.27% | 224,382 | $21.8M | Add +7.2% |
| PG The Procter & Gamble Co. | 0.26% | 148,913 | $21.5M | Add +3.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 196,572 | $21.4M | Add +5.3% |
| AMAT Applied Materials Inc. | 0.26% | 61,907 | $21.2M | New |
| PEP Pepsico Inc. | 0.25% | 133,806 | $20.8M | Add +3.4% |
| PANW Palo Alto Networks Inc. | 0.25% | 129,033 | $20.7M | Add +3.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 52,986 | $20.7M | Add +6.4% |
| AXP American Express Co. | 0.25% | 67,830 | $20.5M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 69,834 | $20.1M | Add +8.2% |
| KKR KKR & Co. Inc. | 0.24% | 214,144 | $19.8M | Add +4.4% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 642,261 | $19.7M | Add +5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 100,270 | $19.7M | Add +51.2% |
| VGT Vanguard Info Tech ETF | 0.23% | 27,250 | $19.0M | Add +3.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.23% | 300,345 | $18.8M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 77,472 | $18.8M | Reduce -30.3% |
| WTV Wisdomtree U.S. Value Fund | 0.23% | 197,770 | $18.7M | Add +1.9% |
| ENB Enbridge Inc. | 0.23% | 343,264 | $18.6M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.22% | 59,014 | $18.3M | Add +1.7% |
| XLE SS Energy Select Sector | 0.22% | 296,380 | $18.2M | Reduce -0.4% |
| XLV SS Health Care Select Sector | 0.22% | 122,998 | $18.0M | Add +56.4% |
| LMT Lockheed Martin Corp. | 0.22% | 29,597 | $17.9M | Reduce -11.1% |
| ORLY O'reilly Automotive Inc. | 0.22% | 192,837 | $17.8M | Reduce -5.0% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 310,867 | $17.6M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 273,686 | $17.5M | Add +22.7% |
| AIRR First Trust Rba American Ind | 0.21% | 157,150 | $17.4M | Add +1.3% |
| MLM Martin Marietta Materials | 0.21% | 29,562 | $17.4M | Add +2.0% |
| REGN Regeneron Pharmaceuticals | 0.21% | 22,477 | $17.4M | Reduce -9.3% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.21% | 398,260 | $17.3M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 590,247 | $17.2M | Add +18.3% |
| NEM Newmont Corp. | 0.21% | 158,396 | $17.1M | Reduce -7.3% |
| MDT Medtronic PLC | 0.21% | 197,025 | $17.1M | Add +3.1% |
| SLV iShares Silver Trust | 0.20% | 246,693 | $16.8M | Add +9.5% |
| VRT Vertiv Holdings Co. Class A | 0.20% | 66,923 | $16.8M | Add +5.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.20% | 36,041 | $16.7M | Add +40.9% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 306,744 | $16.6M | Add +24.4% |
| HON Honeywell International Inc. | 0.20% | 72,628 | $16.4M | Add +2.1% |
Other holdings (10): bonds, preferreds, convertibles and warrants · $3.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 8,245 | $592K | New |
| MICROCHIP TECHNOLOGY INC (MCHP 7.5 03/15/28) | DEP SHS REPSTG | 7,900 | $450K | New |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | 6,460 | $355K | New |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 6,800 | $306K | New |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,700 | $305K | New |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 4,327 | $253K | Reduce -0.6% |
| WHIRLPOOL CORP (WHR 8.5 02/15/29 A) | 8.5 DEP SR A CNV | 6,000 | $246K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 204 | $243K | New |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 4,225 | $237K | Add +1.8% |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 89,060 | $623 | No change |
Total filed on the 13F, all lines: $8.2B.
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 1.53% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 1.37% | −0.41 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.7% | 0.47% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -30.3% | 0.23% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 0.83% | −0.20 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -65.1% | 0.07% | −0.17 |
| GS Goldman Sachs Group Inc. | Reduce -3.9% | 0.66% | −0.17 |
| TTAN Servicetitan Inc. Class A | Reduce -0.8% | 0.17% | −0.16 |
| HOOD Robinhood Markets Inc. Class A | Reduce -47.5% | 0.06% | −0.15 |
| XLK SS Technology Select Sector | Reduce -25.2% | 0.20% | −0.14 |
| APP AppLovin Corp. Class A | Reduce -7.1% | 0.12% | −0.13 |
| BND Vanguard Total Bond Market | Reduce -60.5% | 0.07% | −0.13 |
| PAAS Pan American Silver Corp. | Reduce -53.0% | 0.09% | −0.13 |
| SAN Banco Santander SA-Spon ADR | Reduce -79.1% | 0.03% | −0.12 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -23.9% | 0.19% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.5% | 0.27% | −0.10 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.41% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -28.0% | 0.11% | −0.10 |
| JEF Jefferies Financial Group Inc. | Reduce -21.8% | 0.08% | −0.10 |
| GE General Electric | Reduce -14.9% | 0.20% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -50.7% | 0.10% | −0.09 |
| DUK Duke Energy Corp. | Reduce -36.2% | 0.14% | −0.09 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.09 |
| ROK Rockwell Automation Inc. | Reduce -12.2% | 0.20% | −0.09 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.0% | 0.31% | −0.08 |
| MS Morgan Stanley | Reduce -25.2% | 0.12% | −0.08 |
| MPLX MPLX LP | Reduce -73.4% | 0.03% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -75.4% | 0.02% | −0.08 |
| WBD Warner Bros Discovery Inc. | Reduce -53.8% | 0.04% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.5% | 0.17% | −0.07 |
| C Citigroup Inc. | Reduce -0.5% | 0.35% | −0.07 |
| ARES Ares Management Corp. Class A | Reduce -64.2% | 0.02% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.1% | 0.10% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.20% | −0.07 |
| DOG Proshares Short DOW30 | Sold out | 0.00% | −0.07 |
| FSLR First Solar Inc. | Reduce -74.9% | 0.01% | −0.06 |
| SOFI Sofi Technologies Inc. | Reduce -37.6% | 0.03% | −0.06 |
| VST Vistra Corp. | Reduce -15.1% | 0.14% | −0.06 |
| TMDX Transmedics Group Inc. | Reduce -2.6% | 0.14% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -9.3% | 0.21% | −0.06 |
| TJX TJX Companies Inc. | Reduce -15.5% | 0.18% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -30.7% | 0.07% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -41.9% | 0.06% | −0.06 |
| DE Deere & Co. | Reduce -38.4% | 0.10% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -21.6% | 0.13% | −0.06 |
| UPS United Parcel Service Class B | Reduce -22.3% | 0.11% | −0.06 |
| BG Bunge Global SA | Reduce -77.0% | 0.02% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -67.4% | 0.02% | −0.05 |
| VEEV Veeva Systems Inc. Class A | Reduce -75.5% | 0.01% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| AAPL Apple Inc. | New | 3.42% | +3.42 |
| AMZN Amazon.com Inc. | New | 1.99% | +1.99 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.20% | +1.20 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.95% | +0.95 |
| PWR Quanta Services Inc. | New | 0.69% | +0.69 |
| AMGN Amgen Inc. | New | 0.51% | +0.51 |
| RTX RTX Corp. | New | 0.43% | +0.43 |
| VET Vermilion Energy Inc. | Add +640.9% | 0.40% | +0.36 |
| BAC Bank of America Corp. | New | 0.32% | +0.32 |
| AMD Advanced Micro Devices | New | 0.28% | +0.28 |
| AMAT Applied Materials Inc. | New | 0.26% | +0.26 |
| SGOV iShares 0-3 Month Treasury B | Add +470.0% | 0.32% | +0.26 |
| AXP American Express Co. | New | 0.25% | +0.25 |
| GLW Corning Inc. | Add +43.7% | 0.36% | +0.17 |
| AFL Aflac Inc. | New | 0.16% | +0.16 |
| ADI Analog Devices Inc. | New | 0.16% | +0.16 |
| BA The Boeing Co. | New | 0.15% | +0.15 |
| PL Planet Labs PBC | Add +6.9% | 0.67% | +0.15 |
| FTCS First Trust Capital Strength | New | 0.15% | +0.15 |
| BP BP PLC-Spons ADR | New | 0.14% | +0.14 |
| ABT Abbott Laboratories | New | 0.14% | +0.14 |
| AZO AutoZone Inc. | New | 0.12% | +0.12 |
| TXUE Thornburg Interntin Eqty ETF | New | 0.12% | +0.12 |
| ADP Automatic Data Processing | New | 0.12% | +0.12 |
| INFQ Infleqtion Inc. | New | 0.10% | +0.10 |
| ASTS Ast Spacemobile Inc. | Add +20.6% | 0.64% | +0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.10% | +0.10 |
| APD Air Products & Chemicals Inc. | New | 0.09% | +0.09 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.09% | +0.09 |
| AEP American Electric Power | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | New | 0.09% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | New | 0.08% | +0.08 |
| MAGS Roundhill Magnificent Seven | Add +153.9% | 0.17% | +0.08 |
| ARM Arm Holdings PLC-ADR | New | 0.08% | +0.08 |
| VRSK Verisk Analytics Inc. | Add +3326.1% | 0.08% | +0.08 |
| AVUV Avantis US Small Cap Value | New | 0.07% | +0.07 |
| BE Bloom Energy Corp. Class A | New | 0.07% | +0.07 |
| OXY Occidental Petroleum Corp. | Add +9.7% | 0.19% | +0.06 |
| ATO Atmos Energy Corp. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +27.4% | 0.20% | +0.06 |
| BLOK Amplify Blockchain Tech ETF | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +51.2% | 0.24% | +0.06 |
| ABNB Airbnb Inc. Class A | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +5.7% | 0.20% | +0.06 |
| AMTM Amentum Holdings Inc. | New | 0.05% | +0.05 |
| IGV iShares Expanded Tech-Softwa | Add +189.7% | 0.11% | +0.05 |
| TGT Target Corp. | New | 0.05% | +0.05 |
| FDN First Trust DJ Internet Ind | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | Add +56.4% | 0.22% | +0.05 |
| AVEM Avantis Emerging Markets Eq | New | 0.05% | +0.05 |
Notes & Other Activity Q4 2025 → Q1 2026
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 8,245 | $592K |
| MICROCHIP TECHNOLOGY INC (MCHP 7.5 03/15/28) | DEP SHS REPSTG | New | 7,900 | $450K |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | New | 6,460 | $355K |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | New | 6,800 | $306K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 4,700 | $305K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -0.6% | 4,327 | $253K |
| WHIRLPOOL CORP (WHR 8.5 02/15/29 A) | 8.5 DEP SR A CNV | New | 6,000 | $246K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 204 | $243K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Add +1.8% | 4,225 | $237K |
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 |