Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 31, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
-- Columbia Short-Term Cash 3.20% -- --
MSFT Microsoft Corp 3.18% 252.46 1.09%
JNJ Johnson & Johnson 3.17% 168.50 0.45%
JPM JPMorgan Chase & Co 3.08% 161.24 0.34%
BAC Bank of America Corp 2.59% 42.18 0.40%
TGT Target Corp 2.49% 214.71 0.80%
UNP Union Pacific Corp 2.37% 229.48 1.00%
CMCSA Comcast Corp 2.35% 58.11 1.98%
HD The Home Depot Inc 2.34% 339.25 0.49%
AVGO Broadcom Inc 2.29% 452.58 0.89%
LRCX Lam Research Corp 2.21% 630.54 2.12%
CSCO Cisco Systems Inc 2.19% 53.43 1.89%
MRK Merck & Co Inc 2.07% 78.41 0.81%
TXN Texas Instruments Inc 2.03% 187.76 1.89%
HON Honeywell International Inc 1.88% 228.79 0.06%
CVX Chevron Corp 1.84% 110.02 0.92%
LMT Lockheed Martin Corp 1.83% 390.34 0.77%
KLAC KLA Corp 1.77% 319.70 1.21%
PG Procter & Gamble Co 1.72% 135.15 0.01%
IBM International Business Machines Corp 1.68% 145.46 -1.99%
TT Trane Technologies PLC 1.55% 183.68 0.97%
EBAY eBay Inc 1.51% 59.78 1.63%
PNC PNC Financial Services Group Inc 1.48% 198.91 0.37%
LLY Eli Lilly and Co 1.47% 195.42 0.79%
CB Chubb Ltd 1.45% 176.39 1.82%
As of March 31, 2021