Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of April 30, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 6.27% 282.91 -0.26%
AAPL Apple Inc 4.28% -- --
UNH UnitedHealth Group Inc 4.27% -- --
TJX TJX Companies Inc 3.69% 62.82 -0.73%
CMC JPMorgan Chase & Co 3.61% -- --
3V64 Visa Inc Class A 3.61% -- --
MDO McDonald's Corp 3.18% -- --
TMO Thermo Fisher Scientific Inc 3.01% -- --
2M6 Medtronic PLC 3.01% -- --
CSA Accenture PLC Class A 2.99% -- --
XOM Exxon Mobil Corp 2.78% 88.45 1.45%
HON Honeywell International Inc 2.69% 192.27 -0.09%
ELV Elevance Health Inc 2.43% 475.13 0.05%
JNJ Johnson & Johnson 2.34% -- --
BAC Bank of America Corp 2.18% -- --
CCC3 Coca-Cola Co 2.12% -- --
RSG Republic Services Inc 2.11% 141.90 0.25%
WMT Walmart Inc 2.08% -- --
TXN Texas Instruments Inc 1.98% 184.30 -0.33%
ABEA Alphabet Inc Class A 1.98% -- --
NKE Nike Inc Class B 1.97% -- --
MDLZ Mondelez International Inc Class A 1.97% -- --
ETN Eaton Corp PLC 1.96% 148.65 -0.04%
AMT American Tower Corp 1.90% 272.19 0.34%
UNP Union Pacific Corp 1.83% 228.62 0.56%
As of April 30, 2022