Waters Parkerson & Co., LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Waters Parkerson & Co., LLC reported 177 stock positions worth $1.9 billion. Its top holding was Visa Class A (V) at 5.2% of the portfolio, followed by Meta Platforms Class A (META, 5.0%) and Microsoft (MSFT, 4.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 20, added to 71 and reduced 55. The biggest buy was a new position in Cbiz (CBZ) and the biggest sale Discover Financial Services (DFS, shares −98%).

Most Recent 13F
Q2 2026
Location
NEW ORLEANS, LA
CIK
0001222993
Portfolio Value
$1.9B (Q4 2024)
SEC Filing
0001222993-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.9B Q1 2024 Q2 2024: $1.9B Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $1.9B $1.9B Q4 2024 Q1 2025: $1.9B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 177 stocks · $1.9B
V Visa Inc. Class A 5.19% 311,681 $98.5M Reduce -0.7%
META Meta Platforms Inc. Class A 5.02% 162,805 $95.3M Reduce -0.9%
MSFT Microsoft Corp. 4.82% 216,935 $91.4M Reduce -0.4%
JPM JPMorgan Chase & Co. 4.53% 358,915 $86.0M Reduce -0.5%
TMO Thermo Fisher Scientific Inc. 4.34% 158,166 $82.3M Reduce -0.3%
HD Home Depot Inc. 4.00% 195,071 $75.9M Reduce -0.8%
ACN Accenture PLC Class A 3.82% 206,330 $72.6M Reduce -0.2%
XOM Exxon Mobil Corp. 3.07% 541,552 $58.3M Add +10.0%
ABT Abbott Laboratories 2.77% 464,309 $52.5M Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.70% 1,165,616 $51.2M Add +0.8%
ROK Rockwell Automation Inc. 2.51% 166,890 $47.7M Add +0.9%
CVX Chevron Corp. 2.32% 303,390 $43.9M Add +2.1%
AAPL Apple Inc. 2.20% 166,552 $41.7M Add +1.7%
COHR Coherent Corp. 2.15% 430,591 $40.8M Reduce -0.8%
BAH Booz Allen Hamilton Holdings 2.14% 315,409 $40.6M Add +1.7%
PG The Procter & Gamble Co. 2.12% 240,044 $40.2M Reduce -0.2%
PM Philip Morris International 2.07% 327,081 $39.4M Reduce -0.4%
HON Honeywell International Inc. 1.66% 139,059 $31.4M Reduce -1.0%
MRK Merck & Co. Inc. 1.61% 308,022 $30.6M Add +1.9%
PEP Pepsico Inc. 1.61% 200,617 $30.5M Reduce -0.7%
FBIN Fortune Brands Innovations I 1.56% 434,456 $29.7M Add +0.6%
AFL Aflac Inc. 1.50% 274,970 $28.4M Reduce -2.7%
ORCL Oracle Corp. 1.46% 166,505 $27.7M Reduce -0.8%
J Jacobs Solutions Inc. 1.45% 206,563 $27.6M Add +1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.42% 242,318 $27.0M Add +1.1%
DXCM Dexcom Inc. 1.28% 313,197 $24.4M Add +1.4%
IWM iShares Russell 2000 ETF 1.28% 109,946 $24.3M Add +1.7%
BDC Belden Inc. 1.26% 213,112 $24.0M Reduce -1.1%
CBZ Cbiz Inc. 1.23% 285,755 $23.4M New
RYAN Ryan Specialty Holdings Inc. 1.21% 358,710 $23.0M Add +9.9%
NSC Norfolk Southern Corp. 1.17% 94,245 $22.1M Add +1.3%
ZTS Zoetis Inc. 1.12% 130,727 $21.3M Add +2.8%
O Realty Income Corp. 1.03% 364,590 $19.5M Add +0.1%
MCHP Microchip Technology Inc. 1.00% 329,783 $18.9M Add +0.6%
JNJ Johnson & Johnson 0.90% 118,430 $17.1M Reduce -1.0%
UPS United Parcel Service Class B 0.88% 133,174 $16.8M Reduce -3.4%
NKE Nike Inc. Class B 0.84% 210,831 $16.0M Reduce -7.0%
GIS General Mills Inc. 0.83% 246,908 $15.7M Reduce -0.5%
LOW Lowe's Cos Inc. 0.77% 58,828 $14.5M Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.76% 24,626 $14.5M Add +34.3%
TSEM Tower Semiconductor Ltd. 0.74% 273,908 $14.1M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.74% 63,575 $14.0M Reduce -0.5%
VZ Verizon Communications Inc. 0.71% 339,140 $13.6M Add +0.3%
WMT Walmart Inc. 0.71% 149,180 $13.5M Add +0.7%
POOL Pool Corp. 0.70% 38,700 $13.2M Add +16.1%
KO The Coca-Cola Co. 0.69% 210,939 $13.1M Reduce -0.4%
NVDA Nvidia Corp. 0.60% 84,109 $11.3M Add +14.0%
DD Dupont DE Nemours Inc. 0.58% 143,404 $10.9M Reduce -2.2%
DOW Dow Inc. 0.57% 269,132 $10.8M Reduce -14.9%
EFA iShares MSCI Eafe ETF 0.56% 141,796 $10.7M Add +0.2%
CPAY Corpay Inc. 0.56% 31,260 $10.6M New
DCI Donaldson Co. Inc. 0.51% 144,533 $9.7M Add +1.9%
LLY Eli Lilly & Co. 0.44% 10,747 $8.3M Add +2.0%
MDLZ Mondelez International Inc. Class A 0.36% 113,595 $6.8M Add +4.5%
SPG Simon Property Group Inc. 0.33% 36,146 $6.2M Add +1.1%
VOO Vanguard S&P 500 ETF 0.28% 9,913 $5.3M Add +4.7%
DVN Devon Energy Corp. 0.26% 152,519 $5.0M Reduce -2.2%
VWO Vanguard Ftse Emerging Marke 0.25% 105,967 $4.7M Reduce -5.3%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 10,230 $4.6M Add +14.9%
GOOG Alphabet Inc. Class C 0.23% 23,235 $4.4M Add +1.1%
AMZN Amazon.com Inc. 0.20% 17,479 $3.8M Add +4.9%
SO The Southern Co. 0.19% 43,904 $3.6M No change
FHN First Horizon Corp. 0.18% 168,477 $3.4M Add +203.4%
RTX RTX Corp. 0.17% 28,276 $3.3M Add +0.8%
PFE Pfizer Inc. 0.17% 121,734 $3.2M Reduce -21.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 5,321 $3.1M Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.15% 14,982 $2.8M Add +1.6%
LNC Lincoln National Corp. 0.15% 88,105 $2.8M Reduce -27.4%
VEA Vanguard Ftse Developed ETF 0.15% 58,399 $2.8M Add +3.7%
IVW iShares S&P 500 Growth ETF 0.15% 27,250 $2.8M Add +70.3%
CPT Camden Property Trust 0.14% 23,489 $2.7M Add +1.1%
BA The Boeing Co. 0.14% 14,669 $2.6M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 0.14% 5,070 $2.6M Add +1.1%
BX Blackstone Inc. 0.14% 14,882 $2.6M No change
RPC Ridgepost Capital Inc. Class A filed as P10 INC 0.13% 200,001 $2.5M Add +206.8%
VNQ Vanguard Real Estate ETF 0.13% 27,000 $2.4M Add +0.8%
MO Altria Group Inc. 0.12% 43,849 $2.3M Reduce -0.2%
EEM iShares MSCI Emerging Market 0.12% 54,000 $2.3M Reduce -6.3%
TSLA Tesla Inc. 0.11% 5,272 $2.1M Add +8.2%
T AT&T Inc. 0.10% 86,117 $2.0M Add +0.6%
HWC Hancock Whitney Corp. 0.10% 34,367 $1.9M Add +5.9%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 7,159 $1.7M Add +7.4%
SHEL Shell PLC-ADR 0.09% 26,788 $1.7M Reduce -1.9%
IWR iShares Russell Mid-Cap ETF 0.09% 18,829 $1.7M No change
AMAT Applied Materials Inc. 0.09% 10,157 $1.7M Reduce -0.5%
EMR Emerson Electric Co. 0.08% 12,973 $1.6M New
MMM 3M Co. 0.08% 12,441 $1.6M Reduce -0.9%
PPG PPG Industries Inc. 0.08% 12,334 $1.5M No change
KMB Kimberly-Clark Corp. 0.08% 10,976 $1.4M No change
CSX CSX Corp. 0.07% 43,865 $1.4M No change
AEP American Electric Power 0.07% 14,578 $1.3M Add +2.2%
MCD McDonald's Corp. 0.06% 4,144 $1.2M Add +402.9%
AMGN Amgen Inc. 0.06% 4,581 $1.2M Add +17.3%
NFLX Netflix Inc. 0.06% 1,266 $1.1M Reduce -2.9%
TXN Texas Instruments Inc. 0.06% 5,749 $1.1M Add +5.0%
ABBV Abbvie Inc. 0.06% 6,002 $1.1M Reduce -12.9%
ETN Eaton Corp. PLC 0.06% 3,184 $1.1M Add +0.4%
IWB iShares Russell 1000 ETF 0.05% 3,150 $1.0M No change
EPD Enterprise Products Partners 0.05% 31,518 $988K Add +3.2%
GS Goldman Sachs Group Inc. 0.05% 1,715 $982K No change
DFS Discover Financial Services 0.05% 5,570 $965K Reduce -98.3%
D Dominion Energy Inc. 0.05% 17,626 $949K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.05% 23,506 $901K Reduce -3.1%
COST Costco Wholesale Corp. 0.05% 980 $898K Add +5.4%
GM General Motors Co. 0.05% 16,660 $887K Reduce -88.0%
AXON Axon Enterprise Inc. 0.05% 1,472 $875K No change
SPGI S&P Global Inc. 0.04% 1,709 $851K Add +0.5%
VGT Vanguard Info Tech ETF 0.04% 1,366 $849K No change
IJH iShares Core S&P Midcap ETF 0.04% 13,180 $821K Add +5.3%
ISRG Intuitive Surgical Inc. 0.04% 1,553 $811K Add +0.8%
IJR iShares Core S&P Small-Cap E 0.04% 7,016 $808K No change
AVGO Broadcom Inc. 0.04% 3,231 $749K Add +11.4%
HVT Haverty Furniture 0.04% 32,100 $715K Add +11.5%
NOC Northrop Grumman Corp. 0.04% 1,515 $711K No change
PANW Palo Alto Networks Inc. 0.04% 3,870 $704K Add +0.8%
SYY Sysco Corp. 0.04% 9,012 $689K No change
BRK.A Berkshire Hathaway Inc. Class A 0.04% 1 $681K No change
BMY Bristol-Myers Squibb Co. 0.04% 12,005 $679K No change
DUK Duke Energy Corp. 0.03% 6,022 $649K Reduce -2.0%
SYK Stryker Corp. 0.03% 1,770 $637K Add +0.6%
AXP American Express Co. 0.03% 2,095 $622K Reduce -0.4%
UNH Unitedhealth Group Inc. 0.03% 1,226 $620K Add +11.4%
GE General Electric filed as GE AEROSPACE 0.03% 3,575 $596K Reduce -1.2%
CRM Salesforce Inc. 0.03% 1,776 $594K Add +1.1%
MUSA Murphy USA Inc. 0.03% 1,162 $583K No change
IDCC Interdigital Inc. 0.03% 2,990 $579K Reduce -41.3%
CVS CVS Health Corp. 0.03% 12,741 $572K Reduce -91.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 10,895 $563K Add +43.9%
MDT Medtronic PLC 0.03% 6,953 $555K Add +33.6%
GSK GSK PLC-Spon ADR 0.03% 16,138 $546K No change
VFH Vanguard Financials ETF 0.03% 4,450 $525K Reduce -5.3%
ICF iShares Select U.S. REIT ETF 0.03% 8,549 $515K Reduce -0.9%
FR First Industrial Realty TR 0.03% 10,133 $508K No change
HSY The Hershey Co. 0.03% 2,990 $506K No change
IBB iShares Biotechnology ETF 0.03% 3,700 $489K No change
CAT Caterpillar Inc. 0.03% 1,319 $478K No change
CSCO Cisco Systems Inc. 0.03% 8,017 $475K Add +3.9%
TRMK Trustmark Corp. 0.02% 12,781 $452K No change
CL Colgate-Palmolive Co. 0.02% 4,788 $435K Add +4.4%
VCR Vanguard Consumer Discre ETF 0.02% 1,155 $434K No change
GEO The Geo Group Inc. 0.02% 15,000 $420K No change
VHT Vanguard Health Care ETF 0.02% 1,575 $400K No change
NEE Nextera Energy Inc. 0.02% 5,536 $397K No change
MA Mastercard Inc. Class A 0.02% 750 $395K Reduce -11.8%
DVY iShares Select Dividend ETF 0.02% 2,960 $389K Add +51.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 1,394 $376K No change
VIS Vanguard Industrials ETF 0.02% 1,475 $375K No change
BLK BlackRock Inc. 0.02% 356 $365K No change
SBUX Starbucks Corp. 0.02% 3,968 $362K Add +6.7%
DGX Quest Diagnostics Inc. 0.02% 2,350 $355K No change
IDXX Idexx Laboratories Inc. 0.02% 850 $351K Reduce -35.3%
VOX Vanguard Communication Servi 0.02% 2,216 $343K No change
XOP SS SPDR S&P Og Exp & Prod 0.02% 2,500 $331K No change
VDC Vanguard Consumer Staple ETF 0.02% 1,476 $312K No change
F Ford Motor Co. filed as FORD MTR CO 0.02% 31,050 $307K Reduce -1.5%
MPC Marathon Petroleum Corp. 0.02% 2,129 $297K No change
AGG iShares Core U.S. Aggregate 0.02% 3,015 $292K Add +11.3%
RF Regions Financial Corp. 0.02% 12,381 $291K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 1,101 $291K No change
PGR Progressive Corp. 0.01% 1,170 $280K Reduce -38.6%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.01% 5,500 $272K No change
GD General Dynamics Corp. 0.01% 972 $256K Add +4.3%
UNP Union Pacific Corp. 0.01% 1,090 $249K No change
LMT Lockheed Martin Corp. 0.01% 507 $246K No change
PSX Phillips 66 0.01% 2,087 $238K Add +10.6%
STZ Constellation Brands Inc. Class A 0.01% 1,060 $234K Reduce -0.8%
NEM Newmont Corp. 0.01% 6,130 $228K Add +0.5%
STEL Stellar Bancorp Inc. 0.01% 8,000 $227K New
ED Consolidated Edison Inc. 0.01% 2,505 $224K No change
DE Deere & Co. 0.01% 520 $220K No change
COP Conocophillips 0.01% 2,197 $218K Add +1.7%
ADSK Autodesk Inc. 0.01% 735 $217K New
IMO Imperial Oil Ltd. 0.01% 3,510 $216K No change
HYGV NT HY Val-SCRD BD ETF 0.01% 5,000 $203K Reduce -8.0%
DNP DNP Select Income Fund Inc. 0.01% 20,404 $180K No change
ALEX Alexander & Baldwin Inc. 0.01% 10,000 $177K No change
CRWS Crown Crafts Inc. 0.00% 20,000 $90K No change

Portfolio Sells Q3 2024 → Q4 2024
DFS Discover Financial Services Reduce -98.3% 0.05% −2.34
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 4.34% −0.64
CVS CVS Health Corp. Reduce -91.3% 0.03% −0.43
AMTM Amentum Holdings Inc. Sold out 0.00% −0.33
DOW Dow Inc. Reduce -14.9% 0.57% −0.31
GM General Motors Co. Reduce -88.0% 0.05% −0.27
NKE Nike Inc. Class B Reduce -7.0% 0.84% −0.18
AON Aon PLC Class A Sold out 0.00% −0.14
PEP Pepsico Inc. Reduce -0.7% 1.61% −0.13
AFL Aflac Inc. Reduce -2.7% 1.50% −0.10
GIS General Mills Inc. Reduce -0.5% 0.83% −0.10
DD Dupont DE Nemours Inc. Reduce -2.2% 0.58% −0.09
JNJ Johnson & Johnson Reduce -1.0% 0.90% −0.08
KO The Coca-Cola Co. Reduce -0.4% 0.69% −0.08
UPS United Parcel Service Class B Reduce -3.4% 0.88% −0.07
PFE Pfizer Inc. Reduce -21.7% 0.17% −0.06
LNC Lincoln National Corp. Reduce -27.4% 0.15% −0.05
LOW Lowe's Cos Inc. Reduce -0.4% 0.77% −0.05
DVN Devon Energy Corp. Reduce -2.2% 0.26% −0.05
HD Home Depot Inc. Reduce -0.8% 4.00% −0.04
FCX Freeport-McMoran Inc. Sold out 0.00% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -5.3% 0.25% −0.03
AAN The Aaron's Co. Inc. Sold out 0.00% −0.02
AMAT Applied Materials Inc. Reduce -0.5% 0.09% −0.02
UBER Uber Technologies Inc. Sold out 0.00% −0.02
BDC Belden Inc. Reduce -1.1% 1.26% −0.02
TFX Teleflex Inc. Sold out 0.00% −0.02
LGND Ligand Pharmaceuticals Sold out 0.00% −0.02
IDXX Idexx Laboratories Inc. Reduce -35.3% 0.02% −0.02
EEM iShares MSCI Emerging Market Reduce -6.3% 0.12% −0.01
MBB iShares MBS ETF Sold out 0.00% −0.01
AESI Atlas Energy Solutions Inc. Sold out 0.00% −0.01
ROP Roper Technologies Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -12.9% 0.06% −0.01
ONON On Holding AG Class A Sold out 0.00% −0.01
CZR Caesars Entertainment Inc. Sold out 0.00% −0.01
JBHT Hunt (jb) Transprt SVCS Inc. Sold out 0.00% −0.01
OPCH Option Care Health Inc. Sold out 0.00% −0.01
BP BP PLC-Spons ADR Sold out 0.00% −0.01
EEFT Euronet Worldwide Inc. Sold out 0.00% −0.01
BIIB Biogen Inc. Sold out 0.00% −0.01
ON On Semiconductor Sold out 0.00% −0.01
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.01
PLD Prologis Inc. Sold out 0.00% −0.01
PGR Progressive Corp. Reduce -38.6% 0.01% −0.01
IDCC Interdigital Inc. Reduce -41.3% 0.03% −0.01
SLB SLB Ltd. Reduce -3.1% 0.05% −0.00
GE General Electric Reduce -1.2% 0.03% −0.00
SHEL Shell PLC-ADR Reduce -1.9% 0.09% −0.00
MMM 3M Co. Reduce -0.9% 0.08% −0.00

Portfolio Buys Q3 2024 → Q4 2024
CBZ Cbiz Inc. New 1.23% +1.23
CPAY Corpay Inc. New 0.56% +0.56
BAC Bank of America Corp. Add +0.8% 2.70% +0.37
AAPL Apple Inc. Add +1.7% 2.20% +0.26
ROK Rockwell Automation Inc. Add +0.9% 2.51% +0.26
DIS The Walt Disney Co. Add +1.1% 1.42% +0.25
DXCM Dexcom Inc. Add +1.4% 1.28% +0.23
IVV iShares Core S&P 500 ETF Add +34.3% 0.76% +0.23
XOM Exxon Mobil Corp. Add +10.0% 3.07% +0.14
NVDA Nvidia Corp. Add +14.0% 0.60% +0.14
FHN First Horizon Corp. Add +203.4% 0.18% +0.14
RYAN Ryan Specialty Holdings Inc. Add +9.9% 1.21% +0.11
WMT Walmart Inc. Add +0.7% 0.71% +0.10
J Jacobs Solutions Inc. Add +1.5% 1.45% +0.10
RPC Ridgepost Capital Inc. Class A Add +206.8% 0.13% +0.10
CVX Chevron Corp. Add +2.1% 2.32% +0.10
EMR Emerson Electric Co. New 0.08% +0.08
IWM iShares Russell 2000 ETF Add +1.7% 1.28% +0.07
IVW iShares S&P 500 Growth ETF Add +70.3% 0.15% +0.07
POOL Pool Corp. Add +16.1% 0.70% +0.06
MCD McDonald's Corp. Add +402.9% 0.06% +0.05
TSLA Tesla Inc. Add +8.2% 0.11% +0.05
AMZN Amazon.com Inc. Add +4.9% 0.20% +0.04
GOOG Alphabet Inc. Class C Add +1.1% 0.23% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +14.9% 0.24% +0.04
VOO Vanguard S&P 500 ETF Add +4.7% 0.28% +0.03
GOOGL Alphabet Inc. Class A Add +1.6% 0.15% +0.03
SPG Simon Property Group Inc. Add +1.1% 0.33% +0.02
HWC Hancock Whitney Corp. Add +5.9% 0.10% +0.01
AVGO Broadcom Inc. Add +11.4% 0.04% +0.01
QQQ Invesco QQQ Trust Series 1 Add +1.1% 0.14% +0.01
STEL Stellar Bancorp Inc. New 0.01% +0.01
ADSK Autodesk Inc. New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +7.4% 0.09% +0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +43.9% 0.03% +0.01
T AT&T Inc. Add +0.6% 0.10% +0.01
EPD Enterprise Products Partners Add +3.2% 0.05% +0.01
DVY iShares Select Dividend ETF Add +51.0% 0.02% +0.01
CRM Salesforce Inc. Add +1.1% 0.03% +0.01
COST Costco Wholesale Corp. Add +5.4% 0.05% +0.01
MDT Medtronic PLC Add +33.6% 0.03% +0.01
ISRG Intuitive Surgical Inc. Add +0.8% 0.04% +0.00
CSCO Cisco Systems Inc. Add +3.9% 0.03% +0.00
PANW Palo Alto Networks Inc. Add +0.8% 0.04% +0.00
IJH iShares Core S&P Midcap ETF Add +5.3% 0.04% +0.00
ETN Eaton Corp. PLC Add +0.4% 0.06% +0.00
AGG iShares Core U.S. Aggregate Add +11.3% 0.02% +0.00
SYK Stryker Corp. Add +0.6% 0.03% +0.00
SBUX Starbucks Corp. Add +6.7% 0.02% +0.00
SPGI S&P Global Inc. Add +0.5% 0.04% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 200$2.0BCOHR, JPM, V, META, ROK
Q1 2026 188$1.9BJPM, COHR, XOM, V, META
Q4 2025 190$2.0BJPM, V, MSFT, META, TMO
Q3 2025 184$2.1BMETA, MSFT, JPM, V, HD
Q2 2025 185$2.0BMETA, MSFT, V, JPM, HD
Q1 2025 183$1.9BV, META, JPM, MSFT, TMO
Q4 2024 177$1.9BV, META, MSFT, JPM, TMO
Q3 2024 192$2.0BTMO, META, MSFT, V, HD
Q2 2024 178$1.9BMSFT, TMO, META, V, JPM
Q1 2024 180$1.9BTMO, MSFT, V, META, HD