Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of September 16, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 6.69% 107.02 -3.01%
MSFT Microsoft Corp 5.44% 200.22 -1.33%
VZ Verizon Communications Inc 5.39% 60.26 -0.54%
PG Procter & Gamble Co 4.39% 137.38 -0.10%
MRK Merck & Co Inc 3.21% 86.00 0.42%
MO Altria Group Inc 2.81% 39.95 -2.23%
PEP PepsiCo Inc 2.81% 131.97 -0.92%
UNH UnitedHealth Group Inc 2.36% 308.02 1.00%
CMCSA Comcast Corp 2.21% 45.26 -0.70%
BMY Bristol-Myers Squibb Co 2.11% 59.19 -0.35%
UPS United Parcel Service Inc 1.95% 159.99 0.15%
AMGN Amgen Inc 1.94% 247.86 -0.09%
INTC Intel Corp 1.94% 50.03 -0.58%
MMM 3M Co 1.79% 171.00 -0.80%
GILD Gilead Sciences Inc 1.71% 65.01 -0.05%
LLY Eli Lilly and Co 1.65% 154.14 1.10%
UNP Union Pacific Corp 1.65% 199.87 -0.88%
NEE NextEra Energy Inc 1.55% 279.00 -0.19%
QCOM Qualcomm Inc 1.51% 111.04 -3.34%
TXN Texas Instruments Inc 1.51% 138.61 -1.27%
ORCL Oracle Corp 1.42% 59.85 -0.55%
HON Honeywell International Inc 1.33% 168.65 -0.99%
LOW Lowe's Companies Inc 1.29% 160.20 -2.19%
CAT Caterpillar Inc 1.28% 153.23 -0.42%
RTX Raytheon Technologies Corp 0.97% 62.35 -0.73%
As of September 16, 2020