Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of January 13, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
COST Costco Wholesale Corp 2.97% 494.03 1.22%
TSLA Tesla Inc 2.95% 1020.54 -0.97%
INTU Intuit Inc 2.82% 556.97 3.56%
GOOG Alphabet Inc 2.71% 2761.65 1.31%
AAPL Apple Inc 2.71% 168.79 -0.59%
LOW Lowe's Companies Inc 2.57% 237.73 -0.29%
SHW Sherwin-Williams Co 2.54% 308.43 0.72%
CARR Carrier Global Corp 2.53% 49.64 -0.02%
AXP American Express Co 2.44% 163.22 -1.78%
MSFT Microsoft Corp 2.44% 310.50 2.59%
ULTA Ulta Beauty Inc 2.42% 379.56 1.77%
ORCL Oracle Corp 2.39% 84.76 -0.92%
SJM JM Smucker Co 2.34% 144.37 -0.67%
JPM JPMorgan Chase & Co 2.32% 149.37 -1.26%
TGT Target Corp 2.32% 226.69 3.04%
TREX Trex Co Inc 2.27% 100.90 -0.13%
YUM Yum Brands Inc 2.27% 125.60 -0.62%
COO The Cooper Companies Inc 2.26% 400.19 0.08%
EL The Estee Lauder Companies Inc 2.25% 315.22 1.37%
TJX TJX Companies Inc 2.21% 69.91 1.45%
IBM International Business Machines Corp 2.12% 133.12 0.14%
CHDN Churchill Downs Inc 2.09% 214.33 1.41%
DRI Darden Restaurants Inc 2.09% 141.15 1.28%
AMZN Amazon.com Inc 2.07% 3175.24 -0.10%
DE Deere & Co 2.07% 377.59 -1.65%
As of January 13, 2022