Severin Investments, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed December 3, 2025), Severin Investments, LLC reported 185 stock positions worth $99.9 million. Its top holding was iShares Intermediate Governm (GVI) at 4.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 1.7%) and Nvidia (NVDA, 1.7%). Compared with Q4 2024, it opened 19 new positions, sold out of 19, added to 105 and reduced 61. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale an exit from SS SPDR P High Yield ETF (SPHY).

Most Recent 13F
Q2 2026
Location
ST. LOUIS, MO
CIK
0001763454
Portfolio Value
$99.9M (Q1 2025)
SEC Filing
0002085853-25-000293 ↗ filed Dec 3, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $100.4M Q4 2024 Q1 2025: $99.9M $99.9M Q1 2025 Q2 2025: $106.6M Q2 2025 Q3 2025: $112.4M Q3 2025 Q4 2025: $113.1M Q4 2025 Q1 2026: $116.5M Q1 2026 Q2 2026: $132.7M Q2 2026

Holdings 185 stocks · $99.9M
GVI iShares Intermediate Governm 4.54% 42,813 $4.5M Reduce -2.5%
VEA Vanguard Ftse Developed ETF 1.71% 33,644 $1.7M Add +0.8%
NVDA Nvidia Corp. 1.67% 15,353 $1.7M Add +58.8%
META Meta Platforms Inc. Class A 1.38% 2,389 $1.4M Add +10.3%
T AT&T Inc. 1.37% 48,321 $1.4M Add +13.1%
JPM JPMorgan Chase & Co. 1.36% 5,528 $1.4M Reduce -19.5%
AVGO Broadcom Inc. 1.34% 7,998 $1.3M Add +4.3%
ABBV Abbvie Inc. 1.31% 6,250 $1.3M Add +2.1%
VWO Vanguard Ftse Emerging Marke 1.30% 28,648 $1.3M Add +155.4%
WFC Wells Fargo & Co. 1.26% 17,531 $1.3M Add +4.0%
WMT Walmart Inc. 1.19% 13,546 $1.2M Reduce -1.7%
HIG Hartford Insurance Group Inc. 1.18% 9,542 $1.2M Reduce -6.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.13% 27,061 $1.1M Add +3.9%
MSFT Microsoft Corp. 1.08% 2,879 $1.1M Add +7.1%
AMZN Amazon.com Inc. 0.99% 5,201 $990K Add +82.5%
IJR iShares Core S&P Small-Cap E 0.97% 9,296 $972K Reduce -56.5%
SO The Southern Co. 0.94% 10,257 $943K Add +131.9%
BLK BlackRock Inc. 0.94% 992 $939K Add +1.9%
VCIT Vanguard Int-Term Corporate 0.90% 11,011 $900K New
FITB Fifth Third Bancorp 0.87% 22,057 $865K Add +2.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.85% 3,426 $852K Reduce -18.1%
MRK Merck & Co. Inc. 0.82% 9,108 $817K Add +3.2%
XOM Exxon Mobil Corp. 0.81% 6,800 $809K Add +1.8%
OSIS Osi Systems Inc. 0.81% 4,144 $805K Reduce -2.5%
SHY iShares 1-3 Year Treasury Bo 0.78% 9,451 $782K New
EPRT Essential Properties Realty 0.78% 23,892 $780K Add +84.5%
CRBG Corebridge Financial Inc. 0.78% 24,566 $776K Add +1.1%
XLK SS Technology Select Sector 0.77% 3,731 $770K Reduce -4.8%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.76% 23,276 $759K Add +1.3%
LLY Eli Lilly & Co. 0.73% 877 $724K Add +32.9%
HWM Howmet Aerospace Inc. 0.72% 5,565 $722K Reduce -4.0%
SHV iShares 0-1 Year Treasury Bo 0.72% 6,513 $719K Add +9.1%
PNC PNC Financial Services Group 0.71% 4,023 $707K Add +2.8%
KO The Coca-Cola Co. 0.71% 9,851 $706K Add +1.1%
MCD McDonald's Corp. 0.70% 2,253 $704K Add +180.6%
O Realty Income Corp. 0.70% 12,043 $699K Add +3.6%
PG The Procter & Gamble Co. 0.69% 4,028 $686K Add +1.1%
HD Home Depot Inc. 0.68% 1,862 $683K Add +1.1%
CAT Caterpillar Inc. 0.68% 2,065 $681K Add +1.1%
DKS Dick's Sporting Goods Inc. 0.66% 3,290 $663K Reduce -11.3%
POST Post Holdings Inc. filed as POST HLDGS INC 0.66% 5,677 $661K Add +41.6%
NEE Nextera Energy Inc. 0.66% 9,284 $658K Reduce -0.2%
CAH Cardinal Health Inc. 0.65% 4,712 $649K Add +5.8%
NFLX Netflix Inc. 0.64% 686 $640K Reduce -13.7%
UNH Unitedhealth Group Inc. 0.63% 1,195 $626K Reduce -33.4%
CRM Salesforce Inc. 0.62% 2,309 $620K Reduce -1.8%
V Visa Inc. Class A 0.62% 1,756 $615K Reduce -1.9%
PM Philip Morris International 0.60% 3,804 $604K Add +0.5%
AAPL Apple Inc. 0.60% 2,698 $599K Reduce -6.3%
IMAX Imax Corp. 0.60% 22,620 $596K New
C Citigroup Inc. 0.59% 8,336 $592K Add +101.6%
CRWD CrowdStrike Holdings Inc. Class A 0.59% 1,672 $589K Add +2.3%
DELL Dell Technologies -C 0.59% 6,429 $586K Add +12.5%
ISRG Intuitive Surgical Inc. 0.58% 1,180 $584K Add +12.3%
DLB Dolby Laboratories Inc. Class A 0.58% 7,182 $577K New
IBKR Interactive Brokers Gro Class A 0.57% 3,433 $569K Reduce -4.3%
AZN Astrazeneca PLC-Spons ADR 0.57% 7,728 $568K Add +3.8%
TSM Taiwan Semiconductor-SP ADR 0.56% 3,382 $561K Reduce -2.2%
PLMR Palomar Holdings Inc. 0.55% 4,014 $550K New
UNP Union Pacific Corp. 0.55% 2,326 $549K Add +1.9%
NOW ServiceNow Inc. 0.55% 685 $545K Add +1.9%
COST Costco Wholesale Corp. 0.54% 575 $544K Add +12.8%
SONY Sony Group Corp. - SP ADR 0.54% 21,360 $542K Reduce -2.4%
ICE Intercontinental Exchange Inc. 0.54% 3,101 $535K Reduce -1.1%
FDX FedEx Corp. 0.53% 2,175 $530K Add +1.9%
CTVA Corteva Inc. 0.53% 8,363 $526K Reduce -1.1%
MA Mastercard Inc. Class A 0.52% 949 $520K Reduce -2.2%
INTU Intuit Inc. 0.52% 841 $517K Reduce -0.2%
ORLY O'reilly Automotive Inc. 0.52% 360 $516K Reduce -2.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.52% 4,228 $515K Reduce -1.9%
BSX Boston Scientific Corp. 0.51% 5,063 $511K Add +12.6%
TRGP Targa Resources Corp. 0.51% 2,528 $507K Reduce -1.8%
TLN Talen Energy Corp. 0.51% 2,536 $506K Reduce -1.9%
ANET Arista Networks Inc. 0.50% 6,487 $503K Reduce -1.2%
GE General Electric filed as GE AEROSPACE 0.50% 2,503 $501K Reduce -1.1%
NUE Nucor Corp. 0.50% 4,164 $501K Add +41.7%
BKR Baker Hughes Co. 0.50% 11,322 $498K Add +6.8%
UBER Uber Technologies Inc. 0.49% 6,776 $494K Reduce -1.6%
SHEL Shell PLC-ADR 0.48% 6,586 $483K Reduce -0.8%
ORCL Oracle Corp. 0.48% 3,443 $481K Add +5.4%
XLF SS Financial Select Sector 0.48% 9,663 $481K Reduce -7.7%
OMF Onemain Holdings Inc. 0.48% 9,825 $480K Add +5.5%
IJH iShares Core S&P Midcap ETF 0.48% 8,168 $477K Reduce -36.9%
SYK Stryker Corp. 0.47% 1,259 $468K Add +13.3%
LHX L3HARRIS Technologies Inc. 0.47% 2,233 $467K Add +5.5%
CSCO Cisco Systems Inc. 0.46% 7,408 $457K Add +4.9%
AXP American Express Co. 0.45% 1,686 $454K Reduce -1.6%
VZ Verizon Communications Inc. 0.44% 9,787 $444K Add +24.6%
CVS CVS Health Corp. 0.44% 6,516 $441K Add +4.7%
ALSN Allison Transmission Holding 0.44% 4,569 $437K Reduce -2.3%
ABT Abbott Laboratories 0.44% 3,286 $436K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.43% 5,121 $430K Add +1.3%
ARLP Alliance Resource Partners 0.43% 15,684 $428K Add +5.4%
MO Altria Group Inc. 0.43% 7,112 $427K Add +4.0%
VRTX Vertex Pharmaceuticals Inc. 0.43% 879 $426K Add +2.8%
TDG Transdigm Group Inc. 0.43% 307 $425K Reduce -0.7%
CMG Chipotle Mexican Grill Inc. 0.41% 8,208 $412K Reduce -1.9%
GD General Dynamics Corp. 0.41% 1,512 $412K Add +5.1%
LNTH Lantheus Holdings Inc. 0.41% 4,209 $411K New
BDC Belden Inc. 0.41% 4,097 $411K New
BMY Bristol-Myers Squibb Co. 0.41% 6,691 $408K Add +3.7%
AMD Advanced Micro Devices 0.41% 3,966 $407K Add +3.9%
HAS Hasbro Inc. 0.40% 6,546 $402K New
KR Kroger Co. 0.40% 5,946 $402K New
TMUS T-Mobile US Inc. 0.40% 1,493 $398K Reduce -41.0%
RGLD Royal Gold Inc. 0.39% 2,396 $392K New
WM Waste Management Inc. 0.39% 1,682 $389K Reduce -1.1%
MS Morgan Stanley 0.39% 3,333 $389K Add +12.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.39% 5,450 $388K Add +4.3%
DRI Darden Restaurants Inc. 0.39% 1,865 $388K Add +4.5%
GOOGL Alphabet Inc. Class A 0.38% 2,437 $377K Reduce -19.1%
CVX Chevron Corp. 0.38% 2,252 $377K Add +4.7%
MU Micron Technology Inc. 0.38% 4,334 $377K New
GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED 0.37% 29,506 $372K New
SPXC SPX Technologies Inc. 0.37% 2,880 $371K Add +0.3%
MET Metlife Inc. 0.37% 4,543 $365K Add +1.6%
USB US Bancorp 0.36% 8,616 $364K Add +10.4%
CME Cme Group Inc. 0.36% 1,369 $363K Add +4.7%
JNJ Johnson & Johnson 0.36% 2,182 $362K Reduce -7.5%
PYPL PayPal Holdings Inc. 0.36% 5,537 $361K Add +0.5%
ASML ASML Holding NV-NY Reg SHS 0.36% 540 $358K Add +9.1%
SYF Synchrony Financial 0.35% 6,663 $353K New
CRUS Cirrus Logic Inc. 0.35% 3,521 $351K New
TXRH Texas Roadhouse Inc. 0.35% 2,103 $350K Reduce -1.3%
USFD US Foods Holding Corp. 0.35% 5,346 $350K New
OKE Oneok Inc. 0.35% 3,515 $349K Add +6.9%
OSPN Onespan Inc. 0.35% 22,839 $348K Reduce -0.9%
LMT Lockheed Martin Corp. 0.35% 774 $346K Add +6.2%
RY Royal Bank of Canada 0.34% 3,049 $344K Add +4.6%
MDT Medtronic PLC 0.34% 3,799 $341K Add +4.7%
TMO Thermo Fisher Scientific Inc. 0.34% 684 $340K Reduce -0.1%
AEP American Electric Power 0.34% 3,085 $337K Add +3.9%
FISV Fiserv Inc. 0.34% 1,526 $337K Reduce -1.7%
SBUX Starbucks Corp. 0.33% 3,375 $331K Add +3.5%
ARCC Ares Capital Corp. 0.33% 14,779 $327K Add +5.0%
RTX RTX Corp. 0.33% 2,467 $327K Add +4.2%
RCL Royal Caribbean Cruises Ltd. 0.33% 1,587 $326K New
AMGN Amgen Inc. 0.32% 1,029 $321K Add +4.9%
NOC Northrop Grumman Corp. 0.32% 625 $320K Add +5.4%
EMN Eastman Chemical Co. 0.32% 3,625 $319K Add +5.7%
PRDO Perdoceo Education Corp. 0.32% 12,660 $319K New
AGX Argan Inc. 0.31% 2,384 $313K Reduce -4.1%
STRL Sterling Infrastructure Inc. 0.31% 2,761 $313K Reduce -1.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.31% 3,631 $312K Add +5.3%
AFG American Financial Group Inc. 0.31% 2,360 $310K Add +5.9%
KBR KBR Inc. 0.31% 6,154 $307K Add +1.0%
NEM Newmont Corp. 0.31% 6,337 $306K Add +5.1%
PEG Public Service Enterprise GP 0.31% 3,710 $305K Add +20.1%
AGCO Agco Corp. 0.31% 3,292 $305K Add +6.1%
INSW International Seaways Inc. 0.30% 9,169 $304K Add +8.6%
CSGS CSG Systems Intl Inc. 0.30% 5,029 $304K Add +3.4%
DECK Deckers Outdoor Corp. 0.30% 2,697 $302K Reduce -0.0%
VRT Vertiv Holdings Co. Class A 0.30% 4,173 $301K Reduce -17.9%
XLV SS Health Care Select Sector 0.30% 2,058 $300K Reduce -1.7%
CBT Cabot Corp. 0.30% 3,608 $300K Add +5.8%
XLC SS Comm Select Sector SPDR 0.30% 3,096 $299K Reduce -2.2%
DGX Quest Diagnostics Inc. 0.28% 1,677 $284K Add +4.5%
GPK Graphic Packaging Holding Co. 0.28% 10,814 $281K Reduce -11.4%
VST Vistra Corp. 0.28% 2,385 $280K Reduce -61.0%
SYY Sysco Corp. 0.28% 3,674 $276K Reduce -9.9%
CMI Cummins Inc. 0.27% 874 $274K Add +3.7%
DUK Duke Energy Corp. 0.27% 2,239 $273K Add +5.1%
MTDR Matador Resources Co. 0.27% 5,295 $271K New
GEN Gen Digital Inc. 0.27% 10,135 $269K Add +4.7%
MAS Masco Corp. 0.27% 3,859 $268K Reduce -8.1%
QCOM Qualcomm Inc. 0.27% 1,730 $266K Add +6.3%
NXST Nexstar Media Group Inc. 0.27% 1,478 $265K Add +5.1%
DOX Amdocs Ltd. 0.26% 2,878 $263K Add +5.2%
WMB Williams Cos Inc. 0.26% 4,399 $263K Add +4.9%
HPQ HP Inc. 0.26% 9,484 $263K Add +21.7%
GRMN Garmin Ltd. 0.26% 1,179 $256K Add +3.4%
CMCSA Comcast Corp. Class A 0.25% 6,857 $253K Add +5.7%
MDLZ Mondelez International Inc. Class A 0.25% 3,716 $252K Reduce -61.1%
TXN Texas Instruments Inc. 0.25% 1,386 $249K Add +5.1%
XLY SS Consumer Disc Select Sect 0.24% 1,240 $245K Reduce -12.6%
DD Dupont DE Nemours Inc. 0.24% 3,228 $241K Reduce -8.6%
F Ford Motor Co. filed as FORD MTR CO 0.23% 23,070 $231K Add +5.1%
GLW Corning Inc. 0.22% 4,840 $222K Add +3.5%
NE Noble Corp. PLC 0.22% 9,327 $221K Reduce -51.9%
OMC Omnicom Group 0.22% 2,649 $220K Add +6.4%
PFE Pfizer Inc. 0.22% 8,553 $217K Reduce -12.2%
UPS United Parcel Service Class B 0.22% 1,958 $215K Add +7.6%
OC Owens Corning 0.21% 1,472 $210K Add +5.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 365 $204K Reduce -50.9%
TGT Target Corp. 0.20% 1,927 $201K Add +28.1%

Portfolio Sells Q4 2024 → Q1 2025
SPHY SS SPDR P High Yield ETF Sold out 0.00% −1.56
IJR iShares Core S&P Small-Cap E Reduce -56.5% 0.97% −1.48
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.74
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.59
VST Vistra Corp. Reduce -61.0% 0.28% −0.56
ADBE Adobe Inc. Sold out 0.00% −0.51
MAX Mediaalpha Inc. Class A Sold out 0.00% −0.51
VITL Vital Farms Inc. Sold out 0.00% −0.48
BBW Build-A-Bear Workshop Inc. Sold out 0.00% −0.46
ACN Accenture PLC Class A Sold out 0.00% −0.44
HQY Healthequity Inc. Sold out 0.00% −0.42
TRV The Travelers Cos Inc. Sold out 0.00% −0.41
CRS Carpenter Technology Sold out 0.00% −0.41
LRN Stride Inc. Sold out 0.00% −0.40
SEMR Semrush Holdings Inc. Class A Sold out 0.00% −0.39
SUM Summit Materials Inc. Class A Sold out 0.00% −0.39
NE Noble Corp. PLC Reduce -51.9% 0.22% −0.38
FSLR First Solar Inc. Sold out 0.00% −0.37
TSLA Tesla Inc. Sold out 0.00% −0.35
IJH iShares Core S&P Midcap ETF Reduce -36.9% 0.48% −0.33
MDLZ Mondelez International Inc. Class A Reduce -61.1% 0.25% −0.32
LEN Lennar Corp. Class A Sold out 0.00% −0.31
JPM JPMorgan Chase & Co. Reduce -19.5% 1.36% −0.28
UNH Unitedhealth Group Inc. Reduce -33.4% 0.63% −0.28
HPE Hewlett Packard Enterprise Sold out 0.00% −0.28
VRT Vertiv Holdings Co. Class A Reduce -17.9% 0.30% −0.27
DECK Deckers Outdoor Corp. Reduce -0.0% 0.30% −0.24
XLI SS Industrial Select Sector Sold out 0.00% −0.24
SPY SS SPDR S&P 500 ETF Trust-US Reduce -50.9% 0.20% −0.23
ANET Arista Networks Inc. Reduce -1.2% 0.50% −0.22
GOOGL Alphabet Inc. Class A Reduce -19.1% 0.38% −0.19
DKS Dick's Sporting Goods Inc. Reduce -11.3% 0.66% −0.18
CRM Salesforce Inc. Reduce -1.8% 0.62% −0.16
STRL Sterling Infrastructure Inc. Reduce -1.8% 0.31% −0.16
TMUS T-Mobile US Inc. Reduce -41.0% 0.40% −0.16
XLK SS Technology Select Sector Reduce -4.8% 0.77% −0.14
AAPL Apple Inc. Reduce -6.3% 0.60% −0.12
TSM Taiwan Semiconductor-SP ADR Reduce -2.2% 0.56% −0.12
CMG Chipotle Mexican Grill Inc. Reduce -1.9% 0.41% −0.09
OSPN Onespan Inc. Reduce -0.9% 0.35% −0.08
XLY SS Consumer Disc Select Sect Reduce -12.6% 0.24% −0.07
ALSN Allison Transmission Holding Reduce -2.3% 0.44% −0.07
NFLX Netflix Inc. Reduce -13.7% 0.64% −0.07
IBM Intl Business Machines Corp. Reduce -18.1% 0.85% −0.06
IBKR Interactive Brokers Gro Class A Reduce -4.3% 0.57% −0.06
AXP American Express Co. Reduce -1.6% 0.45% −0.05
WMT Walmart Inc. Reduce -1.7% 1.19% −0.05
GPK Graphic Packaging Holding Co. Reduce -11.4% 0.28% −0.05
PFE Pfizer Inc. Reduce -12.2% 0.22% −0.04
MAS Masco Corp. Reduce -8.1% 0.27% −0.04

Portfolio Buys Q4 2024 → Q1 2025
VCIT Vanguard Int-Term Corporate New 0.90% +0.90
VWO Vanguard Ftse Emerging Marke Add +155.4% 1.30% +0.81
SHY iShares 1-3 Year Treasury Bo New 0.78% +0.78
IMAX Imax Corp. New 0.60% +0.60
SO The Southern Co. Add +131.9% 0.94% +0.58
DLB Dolby Laboratories Inc. Class A New 0.58% +0.58
PLMR Palomar Holdings Inc. New 0.55% +0.55
MCD McDonald's Corp. Add +180.6% 0.70% +0.47
ABT Abbott Laboratories New 0.44% +0.44
LNTH Lantheus Holdings Inc. New 0.41% +0.41
BDC Belden Inc. New 0.41% +0.41
HAS Hasbro Inc. New 0.40% +0.40
KR Kroger Co. New 0.40% +0.40
T AT&T Inc. Add +13.1% 1.37% +0.40
RGLD Royal Gold Inc. New 0.39% +0.39
EPRT Essential Properties Realty Add +84.5% 0.78% +0.38
MU Micron Technology Inc. New 0.38% +0.38
GRSD Grandstand Ltd. New 0.37% +0.37
NVDA Nvidia Corp. Add +58.8% 1.67% +0.37
AMZN Amazon.com Inc. Add +82.5% 0.99% +0.37
SYF Synchrony Financial New 0.35% +0.35
CRUS Cirrus Logic Inc. New 0.35% +0.35
USFD US Foods Holding Corp. New 0.35% +0.35
RCL Royal Caribbean Cruises Ltd. New 0.33% +0.33
PRDO Perdoceo Education Corp. New 0.32% +0.32
C Citigroup Inc. Add +101.6% 0.59% +0.30
MTDR Matador Resources Co. New 0.27% +0.27
ABBV Abbvie Inc. Add +2.1% 1.31% +0.23
LLY Eli Lilly & Co. Add +32.9% 0.73% +0.22
POST Post Holdings Inc. Add +41.6% 0.66% +0.20
CVS CVS Health Corp. Add +4.7% 0.44% +0.16
NUE Nucor Corp. Add +41.7% 0.50% +0.16
PM Philip Morris International Add +0.5% 0.60% +0.15
VZ Verizon Communications Inc. Add +24.6% 0.44% +0.13
CAH Cardinal Health Inc. Add +5.8% 0.65% +0.13
VEA Vanguard Ftse Developed ETF Add +0.8% 1.71% +0.12
META Meta Platforms Inc. Class A Add +10.3% 1.38% +0.12
BSX Boston Scientific Corp. Add +12.6% 0.51% +0.11
KO The Coca-Cola Co. Add +1.1% 0.71% +0.10
XOM Exxon Mobil Corp. Add +1.8% 0.81% +0.09
VICI Vici Properties Inc. Add +1.3% 0.76% +0.09
WRB WR Berkley Corp. Add +4.3% 0.39% +0.08
VRTX Vertex Pharmaceuticals Inc. Add +2.8% 0.43% +0.08
NEM Newmont Corp. Add +5.1% 0.31% +0.08
AZN Astrazeneca PLC-Spons ADR Add +3.8% 0.57% +0.08
O Realty Income Corp. Add +3.6% 0.70% +0.08
WFC Wells Fargo & Co. Add +4.0% 1.26% +0.08
COST Costco Wholesale Corp. Add +12.8% 0.54% +0.08
MO Altria Group Inc. Add +4.0% 0.43% +0.07
SYK Stryker Corp. Add +13.3% 0.47% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$132.7MVEA, VCIT, NVDA, TSM, AVGO
Q1 2026 171$116.5MVEA, VCIT, NVDA, TSM, AVGO
Q4 2025 167$113.1MVEA, GVI, NVDA, TSM, MSFT
Q3 2025 174$112.4MVEA, GVI, NVDA, MSFT, META
Q2 2025 170$106.6MVEA, GVI, NVDA, AVGO, META
Q1 2025 185$99.9MGVI, VEA, NVDA, META, T
Q4 2024 185$100.4MGVI, IJR, AVGO, JPM, VEA