Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of November 24, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
PG Procter & Gamble Co 13.43% 147.47 -0.80%
COST Costco Wholesale Corp 8.42% 546.13 -0.65%
KO Coca-Cola Co 8.02% 53.73 -3.07%
WMT Walmart Inc 8.01% 144.90 -1.12%
PEP PepsiCo Inc 7.93% 161.14 -1.59%
PM Philip Morris International Inc 3.92% 88.68 -1.50%
MDLZ Mondelez International Inc 3.58% 60.25 -1.74%
MO Altria Group Inc 3.32% 43.74 -0.77%
EL The Estee Lauder Companies Inc 3.31% 334.35 -4.26%
CL Colgate-Palmolive Co 2.61% 77.06 -0.90%
KMB Kimberly-Clark Corp 1.94% 135.27 0.03%
STZ Constellation Brands Inc 1.65% 229.32 -1.37%
SYY Sysco Corp 1.63% 72.73 -4.72%
GIS General Mills Inc 1.61% 62.76 -0.85%
ADM Archer-Daniels Midland Co 1.59% 64.40 -2.90%
MNST Monster Beverage Corp 1.52% 87.05 -2.29%
WBA Walgreens Boots Alliance Inc 1.46% 45.90 -1.54%
KR The Kroger Co 1.35% 43.14 1.41%
HSY The Hershey Co 1.15% 177.92 -1.69%
KDP Keurig Dr Pepper Inc 1.08% 34.98 -1.80%
TSN Tyson Foods Inc 1.05% 81.34 -2.28%
CHD Church & Dwight Co Inc 1.03% 93.34 -0.04%
KHC The Kraft Heinz Co 1.02% 34.83 -1.02%
BF.B Brown-Forman Corp 1.00% 74.40 -0.29%
CLX Clorox Co 0.93% 174.21 3.65%
As of November 24, 2021