Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of October 21, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 7.17% 308.13 -0.33%
ADBE Adobe Inc 2.34% 646.97 0.53%
NVDA NVIDIA Corp 2.31% 231.66 1.94%
BRK.B Berkshire Hathaway Inc 2.28% 290.26 0.35%
TSLA Tesla Inc 2.02% 1024.86 12.66%
HD The Home Depot Inc 1.96% 371.26 1.44%
COST Costco Wholesale Corp 1.81% 490.10 1.68%
PG Procter & Gamble Co 1.72% 140.85 0.01%
CSCO Cisco Systems Inc 1.64% 55.14 0.05%
NFLX Netflix Inc 1.47% 671.66 1.03%
V Visa Inc 1.44% 233.88 1.15%
UNH UnitedHealth Group Inc 1.31% 449.49 0.07%
PEP PepsiCo Inc 1.17% 159.22 -0.47%
MA Mastercard Inc 1.11% 360.86 0.61%
ACN Accenture PLC 1.11% 356.44 0.75%
PYPL PayPal Holdings Inc 1.01% 246.88 2.70%
CHTR Charter Communications Inc 0.93% 731.01 0.01%
NEE NextEra Energy Inc 0.92% 84.29 -0.15%
XOM Exxon Mobil Corp 0.85% 64.35 1.95%
DHR Danaher Corp 0.84% 306.10 -2.32%
TMUS T-Mobile US Inc 0.83% 115.93 -0.80%
PFE Pfizer Inc 0.79% 43.15 -0.02%
NOW ServiceNow Inc 0.79% 688.85 0.32%
TMO Thermo Fisher Scientific Inc 0.78% 607.75 -0.69%
INTU Intuit Inc 0.76% 602.56 1.99%
As of October 21, 2021