Verus Capital Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 22, 2026), Verus Capital Partners, LLC reported 461 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 10.7% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Amazon.com (AMZN, 5.5%). Compared with Q4 2025, it opened 53 new positions, sold out of 36, added to 201 and reduced 188. The biggest buy was Micron Technology (MU, shares +1789%) and the biggest sale Microsoft (MSFT, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001796874
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001796874-26-000002 ↗ filed May 22, 2026
Holdings Value
Holdings 461 stocks · $1.5B
| AAPL Apple Inc. | 10.73% | 614,413 | $155.9M | Reduce -2.2% |
| NVDA Nvidia Corp. | 7.03% | 585,787 | $102.2M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 5.47% | 381,860 | $79.5M | Reduce -11.2% |
| AMD Advanced Micro Devices | 3.95% | 282,055 | $57.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.66% | 134,344 | $38.6M | Add +14.4% |
| MSFT Microsoft Corp. | 2.40% | 94,051 | $34.8M | Reduce -43.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.22% | 328,956 | $32.2M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 2.21% | 49,228 | $32.2M | Add +4.8% |
| MU Micron Technology Inc. | 1.99% | 85,438 | $28.9M | Add +1789.4% |
| JCPB JPMorgan Core Plus Bond ETF | 1.92% | 592,576 | $27.9M | Add +10.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.88% | 357,549 | $27.4M | Add +10.9% |
| GOF Guggenheim Strategic Opport | 1.88% | 2,477,088 | $27.3M | Add +6.6% |
| VOO Vanguard S&P 500 ETF | 1.46% | 35,607 | $21.3M | Add +6.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.25% | 272,585 | $18.2M | Add +5.8% |
| DGRO iShares Core Dividend Growth | 1.19% | 246,737 | $17.3M | Add +6.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.19% | 305,401 | $17.3M | Add +4.5% |
| COWZ Pacer US Cash Cows 100 ETF | 1.05% | 243,628 | $15.2M | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 1.05% | 104,010 | $15.2M | Add +7.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.03% | 163,139 | $15.0M | Add +36.5% |
| GBIL Goldman Sachs Access Treasur | 0.94% | 136,966 | $13.7M | Add +12.8% |
| CLIP Global X 1-3 Month T-Bill | 0.93% | 134,145 | $13.5M | Add +128.6% |
| GSSC Goldman Sachs Activebeta US | 0.90% | 176,089 | $13.1M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 22,699 | $13.1M | Reduce -14.5% |
| IQLT iShares MSCI International Q | 0.90% | 282,921 | $13.1M | Add +2.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.90% | 258,475 | $13.0M | Add +8.9% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.85% | 144,251 | $12.4M | Reduce -1.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.85% | 133,131 | $12.3M | Add +3.3% |
| GTO Invesco Total Return Bond Et | 0.84% | 259,986 | $12.2M | Reduce -15.9% |
| ABBV Abbvie Inc. | 0.80% | 53,144 | $11.6M | Reduce -4.4% |
| JMBS Janus Henderson Mortg Backed | 0.72% | 231,737 | $10.5M | Add +1137.6% |
| JMUB JPMorgan Municipal ETF | 0.72% | 208,139 | $10.4M | Add +12.9% |
| TSLA Tesla Inc. | 0.69% | 26,884 | $10.0M | Add +29.4% |
| SCHD Schwab US DVD Equity ETF | 0.68% | 323,032 | $9.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 14,088 | $9.2M | Reduce -18.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.61% | 192,988 | $8.8M | Reduce -0.4% |
| NOC Northrop Grumman Corp. | 0.60% | 12,723 | $8.7M | Reduce -13.1% |
| VEA Vanguard Ftse Developed ETF | 0.55% | 125,710 | $8.1M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.54% | 27,349 | $7.8M | Reduce -12.9% |
| META Meta Platforms Inc. Class A | 0.53% | 13,352 | $7.6M | Add +22.4% |
| VZ Verizon Communications Inc. | 0.50% | 143,826 | $7.2M | Reduce -4.3% |
| PSFF Pacer Swan Sos Fund of Funds | 0.48% | 217,742 | $7.0M | Add +3.6% |
| XOM Exxon Mobil Corp. | 0.45% | 38,428 | $6.5M | Reduce -2.2% |
| PDI PIMCO Dynamic Income Fund | 0.45% | 380,472 | $6.5M | Add +53.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.44% | 109,391 | $6.4M | Reduce -1.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.44% | 137,535 | $6.4M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 55,738 | $6.3M | Add +4.1% |
| SHLD Global X Defense Tech ETF | 0.43% | 87,829 | $6.2M | Add +2.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.41% | 101,127 | $6.0M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 0.41% | 28,264 | $6.0M | Add +2.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.40% | 117,388 | $5.8M | Add +18.8% |
| OEF iShares S&P 100 ETF | 0.40% | 18,344 | $5.8M | Reduce -16.9% |
| SPTI SS SPDR P Int Term TSY ETF | 0.39% | 199,291 | $5.7M | Add +130.0% |
| BND Vanguard Total Bond Market | 0.38% | 75,563 | $5.6M | Add +58.3% |
| HMOP Hartford Municipal Opp ETF | 0.38% | 142,450 | $5.5M | Add +15.6% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 28,101 | $5.4M | Add +1.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.36% | 178,336 | $5.2M | Add +9.8% |
| PULS Pgim Ultra Short Bond ETF | 0.35% | 102,805 | $5.1M | Add +10.8% |
| COWG Pacer US LRG Cap Cows GR LD | 0.34% | 148,403 | $5.0M | Add +7.6% |
| TPC Tutor Perini Corp. | 0.34% | 64,064 | $4.9M | Reduce -27.1% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 38,936 | $4.8M | Reduce -6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 13,628 | $4.6M | Add +90.2% |
| JPM JPMorgan Chase & Co. | 0.31% | 15,448 | $4.5M | Reduce -2.5% |
| IEMG iShares Core MSCI Emerging | 0.29% | 61,226 | $4.3M | Reduce -23.8% |
| MO Altria Group Inc. | 0.29% | 64,187 | $4.2M | Add +1.5% |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 56,496 | $4.2M | Reduce -15.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 22,310 | $4.1M | Add +29.7% |
| GLD SPDR Gold Shares | 0.28% | 9,336 | $4.0M | Reduce -3.9% |
| MUB iShares National Muni Bond E | 0.26% | 36,083 | $3.8M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 7,964 | $3.8M | Reduce -6.8% |
| TLT iShares 20+ Year Treasury BD | 0.25% | 42,457 | $3.7M | Reduce -1.0% |
| VONG Vanguard Russell 1000 Growth | 0.25% | 32,929 | $3.6M | Add +26.4% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.24% | 71,476 | $3.6M | Add +11.9% |
| NOBL Proshares S&P 500 Dividend A | 0.23% | 31,795 | $3.4M | Reduce -4.1% |
| AMAT Applied Materials Inc. | 0.23% | 9,630 | $3.3M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 10,911 | $3.1M | Add +5.0% |
| COST Costco Wholesale Corp. | 0.21% | 3,034 | $3.0M | Reduce -1.3% |
| XLK SS Technology Select Sector | 0.20% | 22,226 | $3.0M | Add +15.4% |
| ORCL Oracle Corp. | 0.20% | 20,045 | $2.9M | Reduce -10.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.20% | 6,340 | $2.9M | Reduce -1.1% |
| JPST JPMorgan Ultra-Short Income | 0.19% | 55,877 | $2.8M | Add +19.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.19% | 62,155 | $2.8M | Reduce -3.4% |
| MBB iShares MBS ETF | 0.19% | 29,338 | $2.8M | Add +4.1% |
| BA The Boeing Co. | 0.19% | 13,589 | $2.7M | Reduce -14.3% |
| AVGO Broadcom Inc. | 0.18% | 8,676 | $2.7M | Add +3.0% |
| T AT&T Inc. | 0.18% | 92,577 | $2.7M | Reduce -2.1% |
| CLS Celestica Inc. | 0.18% | 9,495 | $2.7M | Add +1086.9% |
| CVX Chevron Corp. | 0.18% | 12,909 | $2.7M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 28,628 | $2.6M | Add +8.1% |
| ULST SS Ultra Short TM Bond ETF | 0.17% | 62,432 | $2.5M | Reduce -2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 11,526 | $2.5M | Add +177.0% |
| DNP DNP Select Income Fund Inc. | 0.17% | 240,225 | $2.5M | Reduce -8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 12,259 | $2.4M | Add +7.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.16% | 72,364 | $2.4M | Add +26.0% |
| CME Cme Group Inc. | 0.16% | 7,905 | $2.3M | Add +0.1% |
| SPYI Neos S&P 500 High Income ETF | 0.16% | 47,247 | $2.3M | Add +23.4% |
| XLY SS Consumer Disc Select Sect | 0.16% | 21,300 | $2.3M | Add +6.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.16% | 97,767 | $2.3M | Add +8.7% |
| THRO iShares U.S. Thematic Rotati | 0.15% | 61,926 | $2.2M | Add +8.8% |
| V Visa Inc. Class A | 0.15% | 7,407 | $2.2M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 22,401 | $2.2M | Reduce -2.8% |
Options reported separately and not counted above: NVDA calls ($7.4M), SPY calls ($1.3M), BNO puts ($520K), PCT calls ($467K), AMZN calls ($312K), TQQQ puts ($208K), RKLB calls ($6K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SLND.WS Legato Merger Corp. II -CW23 | *W EXP 02/14/202 | 143,760 | $5K | No change |
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -43.5% | 2.40% | −2.99 |
| AMZN Amazon.com Inc. | Reduce -11.2% | 5.47% | −1.18 |
| AAPL Apple Inc. | Reduce -2.2% | 10.73% | −0.71 |
| NVDA Nvidia Corp. | Reduce -1.8% | 7.03% | −0.42 |
| JPIB JPMorgan Intl BND ETF | Reduce -95.7% | 0.02% | −0.41 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -87.7% | 0.05% | −0.38 |
| TFLR T Rowe Price Floating RT ETF | Sold out | 0.00% | −0.34 |
| TRUST FOR PROFESSIONAL MANAG | Sold out | 0.00% | −0.24 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.5% | 0.90% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.2% | 0.63% | −0.16 |
| GTO Invesco Total Return Bond Et | Reduce -15.9% | 0.84% | −0.14 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -85.2% | 0.02% | −0.14 |
| ICOW Pacer Developed Markets Inte | Reduce -83.9% | 0.03% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -12.9% | 0.54% | −0.12 |
| OEF iShares S&P 100 ETF | Reduce -16.9% | 0.40% | −0.11 |
| ORCL Oracle Corp. | Reduce -10.2% | 0.20% | −0.09 |
| SLND Southland Holdings Inc. | Reduce -14.5% | 0.04% | −0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.08 |
| IEMG iShares Core MSCI Emerging | Reduce -23.8% | 0.29% | −0.07 |
| ABBV Abbvie Inc. | Reduce -4.4% | 0.80% | −0.06 |
| TPC Tutor Perini Corp. | Reduce -27.1% | 0.34% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -47.7% | 0.04% | −0.05 |
| MCD McDonald's Corp. | Reduce -36.8% | 0.09% | −0.05 |
| FXE Invesco Currencyshares Euro | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Reduce -14.3% | 0.19% | −0.04 |
| BKLN Invesco Senior Loan ETF | Reduce -55.7% | 0.03% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -28.5% | 0.05% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -47.4% | 0.03% | −0.04 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.03 |
| ECOW Pacer Emerging Markets Cash | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -57.6% | 0.01% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -58.7% | 0.03% | −0.03 |
| MSTR Strategy Inc. | Reduce -26.0% | 0.05% | −0.03 |
| RKLB Rocket Lab Corp. | Reduce -12.8% | 0.14% | −0.03 |
| TLH iShares 10-20 Year Treasury | Reduce -26.1% | 0.09% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.1% | 0.29% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.31% | −0.03 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.15% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -29.8% | 0.07% | −0.03 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -16.1% | 0.08% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -9.3% | 0.08% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -55.3% | 0.04% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 0.26% | −0.03 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.03 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.02 |
| GHC Graham Holdings Co. Class B | Sold out | 0.00% | −0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| MU Micron Technology Inc. | Add +1789.4% | 1.99% | +1.90 |
| JMBS Janus Henderson Mortg Backed | Add +1137.6% | 0.72% | +0.66 |
| CLIP Global X 1-3 Month T-Bill | Add +128.6% | 0.93% | +0.53 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +36.5% | 1.03% | +0.30 |
| SPTI SS SPDR P Int Term TSY ETF | Add +130.0% | 0.39% | +0.23 |
| JCPB JPMorgan Core Plus Bond ETF | Add +10.5% | 1.92% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +14.4% | 2.66% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +90.2% | 0.32% | +0.17 |
| CLS Celestica Inc. | Add +1086.9% | 0.18% | +0.17 |
| PDI PIMCO Dynamic Income Fund | Add +53.6% | 0.45% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +10.9% | 1.88% | +0.15 |
| BND Vanguard Total Bond Market | Add +58.3% | 0.38% | +0.15 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +5.8% | 1.25% | +0.14 |
| GBIL Goldman Sachs Access Treasur | Add +12.8% | 0.94% | +0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +177.0% | 0.17% | +0.11 |
| DGRO iShares Core Dividend Growth | Add +6.1% | 1.19% | +0.11 |
| LMUB iShares LT National Muni BD | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | Add +382.1% | 0.12% | +0.10 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.10% | +0.10 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.10% | +0.10 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.10% | +0.10 |
| JMUB JPMorgan Municipal ETF | Add +12.9% | 0.72% | +0.09 |
| CB Chubb Ltd. | New | 0.09% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +8.9% | 0.90% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +0.5% | 0.68% | +0.09 |
| GOVT iShares US Treasury Bond ETF | Add +142.8% | 0.14% | +0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +29.7% | 0.28% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.1% | 1.05% | +0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.5% | 1.19% | +0.08 |
| VUSB Vanguard Ultra Short Bond Et | Add +18.8% | 0.40% | +0.07 |
| GSSC Goldman Sachs Activebeta US | Add +6.5% | 0.90% | +0.07 |
| AMAT Applied Materials Inc. | Add +2.6% | 0.23% | +0.06 |
| TSLA Tesla Inc. | Add +29.4% | 0.69% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +6.6% | 1.46% | +0.06 |
| IQLT iShares MSCI International Q | Add +2.5% | 0.90% | +0.06 |
| SHLD Global X Defense Tech ETF | Add +2.9% | 0.43% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +4.8% | 2.21% | +0.06 |
| HMOP Hartford Municipal Opp ETF | Add +15.6% | 0.38% | +0.06 |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | Add +119.0% | 0.10% | +0.06 |
| CVX Chevron Corp. | Add +0.8% | 0.18% | +0.05 |
| JMST JPM Ultra-Short Muni Income | New | 0.05% | +0.05 |
| MO Altria Group Inc. | Add +1.5% | 0.29% | +0.05 |
| TPL Texas Pacific Land Corp. | Add +14.7% | 0.09% | +0.05 |
| PULS Pgim Ultra Short Bond ETF | Add +10.8% | 0.35% | +0.04 |
| META Meta Platforms Inc. Class A | Add +22.4% | 0.53% | +0.04 |
| VONV Vanguard Russell 1000 Value | Add +164.9% | 0.06% | +0.04 |
| SPTS SS SPDR P St Term TSY ETF | Add +9.8% | 0.36% | +0.04 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.3% | 0.85% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +19.7% | 0.19% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +26.4% | 0.25% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | call | Add +63.5% | 42,500 | $7.4M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 3,000 | $2.0Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 2,000 | $1.3M |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 1,500 | $921Kbefore exit |
| BNO United States Brent Oil Fund | put | New | 10,000 | $520K |
| AMZN Amazon.com Inc. | call | New | 1,500 | $312K |
| TQQQ Proshares Ultrapro QQQ | put | New | 5,000 | $208K |
| RDDT Reddit Inc. Class A | call | Sold out | 400 | $92Kbefore exit |
| STRL Sterling Infrastructure Inc. | put | Sold out | 100 | $26Kbefore exit |
| RKLB Rocket Lab Corp. | call | New | 100 | $6K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| VWAVW Visionwave Holdings Inc. | *W EXP 07/14/203 | Sold out | 11,300 | $13Kbefore 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 | 501 | $1.8B | AAPL, AMD, NVDA, MU, AMZN |
| Q1 2026 | 461 | $1.5B | AAPL, NVDA, AMZN, AMD, GOOGL |
| Q4 2025Amended | 444 | $1.5B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q3 2025Amended | 416 | $1.3B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q2 2025Amended | 370 | $1.1B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q1 2025Amended | 373 | $1.0B | AAPL, AMZN, MSFT, NVDA, AMD |
| Q4 2024Amended | 362 | $1.0B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q3 2024Amended | 358 | $1.0B | AAPL, AMZN, MSFT, AMD, NVDA |
| Q2 2024Amended | 344 | $964.6M | AAPL, AMZN, MSFT, AMD, NVDA |
| Q1 2024 | 349 | $903.8M | AAPL, AMZN, MSFT, AMD, IVV |