Quintet Private Bank (Europe) S.A.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), Quintet Private Bank (Europe) S.A. reported 194 stock positions worth $1.8 billion. Its top holding was Nvidia (NVDA) at 14.5% of the portfolio, followed by Microsoft (MSFT, 13.4%) and Alphabet Class A (GOOGL, 7.9%). Compared with Q2 2025, it opened 14 new positions, sold out of 37, added to 27 and reduced 75. The biggest buy was Meta Platforms Class A (META, shares +368%) and the biggest sale Adobe (ADBE, shares −47%).

Most Recent 13F
Q2 2026
Location
LUXEMBOURG, N4
CIK
0001977290
Portfolio Value
$1.8B (Q3 2025)
SEC Filing
0001977290-25-000007 ↗ filed Oct 7, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.2B Q1 2024 Q2 2024: $1.7B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.8B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.8B $1.8B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 194 stocks · $1.8B
NVDA Nvidia Corp. 14.54% 1,390,724 $259.5M Reduce -3.8%
MSFT Microsoft Corp. 13.37% 460,701 $238.6M Reduce -3.9%
GOOGL Alphabet Inc. Class A 7.93% 581,969 $141.5M Reduce -16.0%
JPM JPMorgan Chase & Co. 5.17% 292,631 $92.3M Reduce -10.4%
V Visa Inc. Class A 4.71% 246,390 $84.1M Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.60% 560,472 $64.2M Reduce -6.2%
PG The Procter & Gamble Co. 3.55% 411,684 $63.3M Reduce -3.3%
GOOG Alphabet Inc. Class C 2.33% 170,424 $41.5M Reduce -15.1%
PANW Palo Alto Networks Inc. 2.30% 201,561 $41.0M Add +0.8%
CSCO Cisco Systems Inc. 1.93% 504,396 $34.5M Reduce -0.9%
NOW ServiceNow Inc. 1.93% 37,405 $34.4M Reduce -3.0%
SNPS Synopsys Inc. 1.91% 68,904 $34.0M Reduce -3.9%
META Meta Platforms Inc. Class A 1.90% 46,092 $33.8M Add +368.0%
TMO Thermo Fisher Scientific Inc. 1.82% 66,973 $32.5M Reduce -7.7%
WM Waste Management Inc. 1.73% 139,392 $30.8M Reduce -4.6%
AMT American Tower Corp. 1.69% 156,922 $30.2M Add +6.4%
UNH Unitedhealth Group Inc. 1.65% 85,197 $29.4M Add +2.2%
XYL Xylem Inc. 1.58% 190,754 $28.1M Reduce -16.0%
LLY Eli Lilly & Co. 1.53% 35,750 $27.3M Add +0.6%
T AT&T Inc. 1.48% 932,696 $26.3M Add +0.2%
ISRG Intuitive Surgical Inc. 1.46% 58,206 $26.0M Add +8.6%
TSM Taiwan Semiconductor-SP ADR 1.39% 88,948 $24.8M Reduce -3.1%
MRK Merck & Co. Inc. 1.37% 290,430 $24.4M Add +10.1%
CVX Chevron Corp. 1.35% 155,667 $24.2M Add +17.0%
TSLA Tesla Inc. 1.28% 51,508 $22.9M Add +0.1%
MA Mastercard Inc. Class A 1.23% 38,688 $22.0M Add +28.8%
PYPL PayPal Holdings Inc. 1.00% 265,139 $17.8M Reduce -29.8%
A Agilent Technologies Inc. 0.86% 119,457 $15.3M Reduce -3.0%
OTIS Otis Worldwide Corp. 0.86% 167,311 $15.3M Reduce -36.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.85% 22,645 $15.1M Reduce -6.0%
KLAC KLA Corp. 0.82% 13,525 $14.6M New
ADBE Adobe Inc. 0.79% 40,009 $14.1M Reduce -46.5%
PFE Pfizer Inc. 0.74% 521,181 $13.3M Add +11.2%
BABA Alibaba Group Holding-SP ADR 0.59% 58,984 $10.5M Reduce -7.6%
KO The Coca-Cola Co. 0.56% 150,618 $10.0M Reduce -9.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.41% 83,151 $7.3M Add +32.4%
NKE Nike Inc. Class B 0.40% 101,996 $7.1M Reduce -38.9%
GLD SPDR Gold Shares 0.37% 18,383 $6.5M Reduce -11.7%
NEE Nextera Energy Inc. 0.37% 86,300 $6.5M Add +29.0%
CEG Constellation Energy 0.34% 18,637 $6.1M Reduce -2.7%
MCD McDonald's Corp. 0.32% 19,066 $5.8M Reduce -14.3%
HON Honeywell International Inc. 0.31% 26,470 $5.6M Add +18.0%
WBD Warner Bros Discovery Inc. 0.30% 276,798 $5.4M No change
ENPH Enphase Energy Inc. 0.30% 151,810 $5.4M Reduce -3.8%
AVGO Broadcom Inc. 0.30% 16,077 $5.3M Reduce -5.0%
ORCL Oracle Corp. 0.28% 18,072 $5.1M Reduce -35.2%
WMT Walmart Inc. 0.23% 40,320 $4.2M Add +1.5%
XOM Exxon Mobil Corp. 0.19% 30,823 $3.5M Reduce -6.8%
JNJ Johnson & Johnson 0.19% 17,917 $3.3M Reduce -9.9%
UNP Union Pacific Corp. 0.17% 12,976 $3.1M Reduce -7.5%
CRM Salesforce Inc. 0.17% 12,524 $3.0M Reduce -3.9%
HD Home Depot Inc. 0.16% 7,000 $2.8M Reduce -2.2%
PINS Pinterest Inc. Class A 0.15% 85,800 $2.8M Add +41.6%
BMY Bristol-Myers Squibb Co. 0.14% 57,000 $2.6M Add +8.9%
SYK Stryker Corp. 0.14% 6,742 $2.5M Reduce -2.9%
SCI Service Corp. International 0.14% 29,806 $2.5M Reduce -8.9%
DE Deere & Co. 0.13% 4,897 $2.2M No change
BSX Boston Scientific Corp. 0.12% 22,363 $2.2M Reduce -1.3%
INTC Intel Corp. 0.12% 63,255 $2.1M Reduce -41.5%
MU Micron Technology Inc. 0.11% 11,875 $2.0M Reduce -31.5%
KHC The Kraft Heinz Co. 0.11% 74,917 $2.0M Reduce -4.2%
COST Costco Wholesale Corp. 0.10% 2,020 $1.9M No change
PLD Prologis Inc. 0.10% 14,963 $1.7M Reduce -0.4%
INTU Intuit Inc. 0.09% 2,457 $1.7M Reduce -3.9%
CAT Caterpillar Inc. 0.09% 3,436 $1.6M Add +0.8%
APP AppLovin Corp. Class A 0.09% 2,158 $1.6M Add +43.1%
VGT Vanguard Info Tech ETF 0.08% 2,000 $1.5M Reduce -20.0%
GE General Electric filed as GE AEROSPACE 0.08% 4,713 $1.4M No change
PEP Pepsico Inc. 0.08% 9,779 $1.4M Reduce -2.7%
PLTR Palantir Technologies Inc. Class A 0.07% 7,000 $1.3M Reduce -5.4%
KRE SS SPDR S&P Regional Bank 0.07% 18,683 $1.2M Reduce -3.0%
GS Goldman Sachs Group Inc. 0.06% 1,453 $1.2M Reduce -14.3%
ZTS Zoetis Inc. 0.06% 7,204 $1.1M Add +45.4%
MMM 3M Co. 0.05% 6,100 $947K Reduce -4.4%
SPGI S&P Global Inc. 0.05% 1,849 $900K Reduce -45.0%
BKNG Booking Holdings Inc. 0.05% 163 $880K Reduce -16.8%
ABBV Abbvie Inc. 0.05% 3,721 $862K Reduce -41.2%
NFLX Netflix Inc. 0.05% 695 $833K No change
MDLZ Mondelez International Inc. Class A 0.04% 12,568 $785K Reduce -8.4%
GSK GSK PLC-Spon ADR 0.04% 17,700 $764K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,695 $760K No change
MSCI MSCI Inc. 0.04% 1,285 $729K No change
UBER Uber Technologies Inc. 0.04% 7,217 $707K Add +67.2%
NVO Novo-Nordisk A/S-Spons ADR 0.04% 12,165 $675K Add +66.3%
XPO Xpo Inc. 0.03% 4,700 $608K No change
QCOM Qualcomm Inc. 0.03% 2,902 $483K No change
MCO Moody's Corp. 0.03% 1,000 $476K No change
IAU iShares Gold Trust 0.02% 5,885 $428K No change
B Barrick Mining Corp. 0.02% 12,710 $418K Reduce -40.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.02% 10,540 $362K Reduce -35.5%
BLK BlackRock Inc. 0.02% 300 $350K Reduce -41.9%
ZS Zscaler Inc. 0.02% 1,120 $336K No change
SHOP Shopify Inc. Class A 0.02% 2,200 $327K Reduce -6.3%
CME Cme Group Inc. 0.02% 1,209 $327K Reduce -64.9%
ILMN Illumina Inc. 0.02% 3,405 $323K No change
ASML ASML Holding NV-NY Reg SHS 0.02% 320 $310K Add +4.9%
HDV iShares Core High Dividend E 0.02% 2,450 $300K New
MELI MercadoLibre Inc. 0.02% 126 $294K Reduce -27.6%
JD Jd.com Inc.-ADR 0.02% 8,313 $291K No change
CL Colgate-Palmolive Co. 0.02% 3,491 $279K No change
FCX Freeport-McMoran Inc. 0.02% 7,077 $278K Add +6.0%
EBAY eBay Inc. 0.02% 3,000 $273K New
GIS General Mills Inc. 0.01% 5,210 $263K Reduce -5.3%
NIO Nio Inc. - ADR 0.01% 34,000 $259K Reduce -6.3%
GXO Gxo Logistics Inc. 0.01% 4,700 $249K No change
DXCM Dexcom Inc. 0.01% 3,500 $236K No change
ICE Intercontinental Exchange Inc. 0.01% 1,354 $228K No change
VTWO Vanguard Russell 2000 ETF 0.01% 2,260 $221K No change
KEYS Keysight Technologies Inc. 0.01% 1,136 $199K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.01% 3,290 $196K Reduce -14.6%
GILD Gilead Sciences Inc. 0.01% 1,674 $186K No change
CTSH Cognizant Tech Solutions-A 0.01% 2,755 $185K No change
SSRM SSR Mining Inc. 0.01% 7,520 $184K New
ECL Ecolab Inc. 0.01% 629 $172K No change
XLK SS Technology Select Sector 0.01% 600 $169K No change
EEM iShares MSCI Emerging Market 0.01% 3,075 $164K Reduce -9.4%
DHR Danaher Corp. 0.01% 825 $164K No change
EMR Emerson Electric Co. 0.01% 1,200 $157K No change
VEEV Veeva Systems Inc. Class A 0.01% 518 $154K No change
RIO Rio Tinto PLC-Spon ADR 0.01% 2,300 $152K No change
NEM Newmont Corp. 0.01% 1,700 $143K Add +183.3%
WDAY Workday Inc. Class A 0.01% 595 $143K No change
EMB iShares JP Morgan Usd Emergi 0.01% 1,455 $139K No change
LMT Lockheed Martin Corp. 0.01% 276 $138K Add +38.0%
OXY Occidental Petroleum Corp. 0.01% 2,750 $130K No change
RXO Rxo Inc. 0.01% 4,700 $127K No change
VST Vistra Corp. 0.01% 617 $121K New
SBUX Starbucks Corp. 0.01% 1,402 $119K No change
MRVL Marvell Technology Inc. 0.01% 1,164 $98K New
DD Dupont DE Nemours Inc. 0.01% 1,245 $97K No change
UPS United Parcel Service Class B 0.01% 1,125 $94K No change
PATH Uipath Inc. Class A 0.01% 6,670 $89K No change
XYZ Block Inc. 0.01% 1,227 $89K Reduce -2.0%
SNY Sanofi-ADR 0.00% 1,850 $87K No change
WPM Wheaton Precious Metals Corp. 0.00% 700 $78K No change
MPC Marathon Petroleum Corp. 0.00% 400 $77K No change
IBB iShares Biotechnology ETF 0.00% 500 $72K Reduce -75.6%
BNTX Biontech SE-ADR 0.00% 720 $70K Reduce -5.3%
BX Blackstone Inc. 0.00% 400 $68K No change
VLO Valero Energy Corp. 0.00% 400 $68K No change
COP Conocophillips 0.00% 690 $65K No change
FTV Fortive Corp. 0.00% 1,331 $65K Reduce -26.6%
IBIT iShares Bitcoin Trust ETF 0.00% 1,000 $65K No change
HRL Hormel Foods Corp. 0.00% 2,600 $64K No change
UGI Ugi Corp. 0.00% 1,880 $63K No change
FLS Flowserve Corp. 0.00% 1,100 $58K No change
MSTR Strategy Inc. 0.00% 175 $56K New
ORLY O'reilly Automotive Inc. 0.00% 450 $49K No change
TMUS T-Mobile US Inc. 0.00% 200 $48K No change
KD Kyndryl Holdings Inc. 0.00% 1,500 $45K Reduce -85.5%
VZ Verizon Communications Inc. 0.00% 1,000 $44K New
ITW Illinois Tool Works 0.00% 160 $42K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 600 $39K No change
PM Philip Morris International 0.00% 242 $39K Reduce -11.4%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 621 $38K Reduce -58.5%
BIIB Biogen Inc. 0.00% 255 $36K No change
GD General Dynamics Corp. 0.00% 100 $34K No change
BMNR Bitmine Immersion Technologi 0.00% 575 $30K New
TE T1 Energy Inc. 0.00% 13,500 $29K No change
DDOG Datadog Inc. Class A 0.00% 200 $28K Reduce -33.3%
CNI Canadian Natl Railway Co. 0.00% 250 $24K No change
NVS Novartis AG-Sponsored ADR 0.00% 181 $23K No change
PAAS Pan American Silver Corp. 0.00% 591 $23K Reduce -28.9%
IVW iShares S&P 500 Growth ETF 0.00% 175 $21K No change
UL Unilever PLC 0.00% 325 $19K No change
RGLD Royal Gold Inc. 0.00% 90 $18K New
COIN Coinbase Global Inc. Class A 0.00% 50 $17K No change
IHS Ihs Holding Ltd. 0.00% 2,400 $16K No change
M Macy's Inc. 0.00% 900 $16K No change
LB Landbridge Co. LLC-A 0.00% 290 $15K New
ENB Enbridge Inc. 0.00% 300 $15K No change
DVY iShares Select Dividend ETF 0.00% 100 $14K No change
RSG Republic Services Inc. 0.00% 60 $14K No change
MNST Monster Beverage Corp. 0.00% 200 $13K Reduce -33.3%
SEDG Solaredge Technologies Inc. 0.00% 328 $12K No change
TXG 10X Genomics Inc. Class A 0.00% 1,000 $12K New
GMED Globus Medical Inc. Class A 0.00% 200 $11K No change
C Citigroup Inc. 0.00% 100 $10K No change
PAGP Plains GP Holdings LP 0.00% 545 $10K New
RXRX Recursion Pharmaceuticals-A 0.00% 2,000 $10K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 30 $9K No change
INSP Inspire Medical Systems Inc. 0.00% 125 $9K No change
SDY SS SPDR S&P Dividend ETF 0.00% 63 $9K Reduce -37.0%
MRNA Moderna Inc. 0.00% 302 $8K Reduce -14.2%
MO Altria Group Inc. 0.00% 100 $7K No change
CHD Church & Dwight Co. Inc. 0.00% 75 $7K No change
AAL American Airlines Group Inc. 0.00% 500 $6K No change
ZM Zoom Communications Inc. 0.00% 50 $4K No change
MOMO Hello Group Inc. -SPN ADR 0.00% 340 $3K No change
EQIX Equinix Inc. 0.00% 3 $2K No change
NTR Nutrien Ltd. 0.00% 39 $2K No change
MOS The Mosaic Co. 0.00% 54 $2K No change
RAL Ralliant Corp. 0.00% 33 $1K Reduce -88.2%
GEV GE Vernova Inc. 0.00% 2 $1K No change

Portfolio Sells Q2 2025 → Q3 2025
ADBE Adobe Inc. Reduce -46.5% 0.79% −0.89
DIS The Walt Disney Co. Reduce -6.2% 3.60% −0.69
OTIS Otis Worldwide Corp. Reduce -36.1% 0.86% −0.64
PYPL PayPal Holdings Inc. Reduce -29.8% 1.00% −0.63
MSFT Microsoft Corp. Reduce -3.9% 13.37% −0.42
PG The Procter & Gamble Co. Reduce -3.3% 3.55% −0.38
V Visa Inc. Class A Reduce -0.3% 4.71% −0.37
NOW ServiceNow Inc. Reduce -3.0% 1.93% −0.37
JPM JPMorgan Chase & Co. Reduce -10.4% 5.17% −0.31
NKE Nike Inc. Class B Reduce -38.9% 0.40% −0.29
SNPS Synopsys Inc. Reduce -3.9% 1.91% −0.22
WM Waste Management Inc. Reduce -4.6% 1.73% −0.21
XYL Xylem Inc. Reduce -16.0% 1.58% −0.12
KO The Coca-Cola Co. Reduce -9.1% 0.56% −0.12
CSCO Cisco Systems Inc. Reduce -0.9% 1.93% −0.11
ORCL Oracle Corp. Reduce -35.2% 0.28% −0.07
ENPH Enphase Energy Inc. Reduce -3.8% 0.30% −0.06
SPGI S&P Global Inc. Reduce -45.0% 0.05% −0.05
MCD McDonald's Corp. Reduce -14.3% 0.32% −0.05
CRM Salesforce Inc. Reduce -3.9% 0.17% −0.04
CME Cme Group Inc. Reduce -64.9% 0.02% −0.04
KD Kyndryl Holdings Inc. Reduce -85.5% 0.00% −0.02
INTU Intuit Inc. Reduce -3.9% 0.09% −0.02
INTC Intel Corp. Reduce -41.5% 0.12% −0.02
ABBV Abbvie Inc. Reduce -41.2% 0.05% −0.02
SYK Stryker Corp. Reduce -2.9% 0.14% −0.02
BSX Boston Scientific Corp. Reduce -1.3% 0.12% −0.02
BKNG Booking Holdings Inc. Reduce -16.8% 0.05% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.0% 0.85% −0.02
SCI Service Corp. International Reduce -8.9% 0.14% −0.02
UNP Union Pacific Corp. Reduce -7.5% 0.17% −0.01
CEG Constellation Energy Reduce -2.7% 0.34% −0.01
VGT Vanguard Info Tech ETF Reduce -20.0% 0.08% −0.01
MU Micron Technology Inc. Reduce -31.5% 0.11% −0.01
BLK BlackRock Inc. Reduce -41.9% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -6.8% 0.19% −0.01
SLB SLB Ltd. Reduce -35.5% 0.02% −0.01
IBB iShares Biotechnology ETF Reduce -75.6% 0.00% −0.01
MELI MercadoLibre Inc. Reduce -27.6% 0.02% −0.01
MDLZ Mondelez International Inc. Class A Reduce -8.4% 0.04% −0.01
KHC The Kraft Heinz Co. Reduce -4.2% 0.11% −0.01
CTAS Cintas Corp. Sold out 0.00% −0.01
VMEO Vimeo Inc. Sold out 0.00% −0.00
GS Goldman Sachs Group Inc. Reduce -14.3% 0.06% −0.00
BUD Anheuser-Busch Inbev-SPN ADR Reduce -14.6% 0.01% −0.00
IFF Intl Flavors & Fragrances Reduce -58.5% 0.00% −0.00
MMM 3M Co. Reduce -4.4% 0.05% −0.00
WMB Williams Cos Inc. Sold out 0.00% −0.00
DUK Duke Energy Corp. Sold out 0.00% −0.00
FSLR First Solar Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
META Meta Platforms Inc. Class A Add +368.0% 1.90% +1.48
KLAC KLA Corp. New 0.82% +0.82
TSLA Tesla Inc. Add +0.1% 1.28% +0.34
MA Mastercard Inc. Class A Add +28.8% 1.23% +0.26
CVX Chevron Corp. Add +17.0% 1.35% +0.25
MRK Merck & Co. Inc. Add +10.1% 1.37% +0.16
UNH Unitedhealth Group Inc. Add +2.2% 1.65% +0.14
EL Estee Lauder Companies Class A Add +32.4% 0.41% +0.12
NEE Nextera Energy Inc. Add +29.0% 0.37% +0.10
PFE Pfizer Inc. Add +11.2% 0.74% +0.09
APP AppLovin Corp. Class A Add +43.1% 0.09% +0.06
PINS Pinterest Inc. Class A Add +41.6% 0.15% +0.03
HDV iShares Core High Dividend E New 0.02% +0.02
UBER Uber Technologies Inc. Add +67.2% 0.04% +0.02
CAT Caterpillar Inc. Add +0.8% 0.09% +0.02
EBAY eBay Inc. New 0.02% +0.02
ZTS Zoetis Inc. Add +45.4% 0.06% +0.01
SSRM SSR Mining Inc. New 0.01% +0.01
HON Honeywell International Inc. Add +18.0% 0.31% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +66.3% 0.04% +0.01
WMT Walmart Inc. Add +1.5% 0.23% +0.01
VST Vistra Corp. New 0.01% +0.01
NEM Newmont Corp. Add +183.3% 0.01% +0.01
MRVL Marvell Technology Inc. New 0.01% +0.01
BMY Bristol-Myers Squibb Co. Add +8.9% 0.14% +0.00
MSTR Strategy Inc. New 0.00% +0.00
ASML ASML Holding NV-NY Reg SHS Add +4.9% 0.02% +0.00
VZ Verizon Communications Inc. New 0.00% +0.00
LMT Lockheed Martin Corp. Add +38.0% 0.01% +0.00
BMNR Bitmine Immersion Technologi New 0.00% +0.00
RGLD Royal Gold Inc. New 0.00% +0.00
LB Landbridge Co. LLC-A New 0.00% +0.00
TXG 10X Genomics Inc. Class A New 0.00% +0.00
PAGP Plains GP Holdings LP New 0.00% +0.00
RXRX Recursion Pharmaceuticals-A New 0.00% +0.00
FCX Freeport-McMoran Inc. Add +6.0% 0.02% −0.00
PANW Palo Alto Networks Inc. Add +0.8% 2.30% −0.07
LLY Eli Lilly & Co. Add +0.6% 1.53% −0.07
T AT&T Inc. Add +0.2% 1.48% −0.08
AMT American Tower Corp. Add +6.4% 1.69% −0.19
ISRG Intuitive Surgical Inc. Add +8.6% 1.46% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 196$1.6BNVDA, GOOGL, MSFT, JPM, V
Q1 2026 187$1.5BNVDA, MSFT, GOOGL, JPM, V
Q4 2025 197$1.7BNVDA, MSFT, GOOGL, JPM, V
Q3 2025 194$1.8BNVDA, MSFT, GOOGL, JPM, V
Q2 2025 217$1.7BMSFT, NVDA, GOOGL, JPM, V
Q1 2025 205$1.7BMSFT, NVDA, GOOGL, V, JPM
Q4 2024 214$1.8BNVDA, MSFT, GOOGL, JPM, V
Q3 2024 201$1.7BNVDA, MSFT, GOOGL, PG, V
Q2 2024 208$1.7BNVDA, MSFT, GOOGL, PG, V
Q1 2024 230$2.2BMSFT, NVDA, AMZN, AAPL, BRK.B