Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of February 28, 2023

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 4.87% 273.78 0.57%
AAPL Apple Inc 4.46% 159.40 1.27%
AMZN Amazon.com Inc 2.89% 100.61 2.97%
NVDA NVIDIA Corp 2.73% 261.55 0.98%
MA Mastercard Inc 2.27% 354.50 1.48%
MTD Mettler-Toledo International Inc 2.08% 1499.94 1.71%
UNP Union Pacific Corp 2.03% 189.42 -0.14%
INTU Intuit Inc 2.01% 422.04 2.48%
NOW ServiceNow Inc 1.99% 445.42 2.36%
NOC Northrop Grumman Corp 1.93% 449.89 0.14%
V Visa Inc 1.88% 221.95 1.74%
LLY Eli Lilly and Co 1.84% 331.15 -0.73%
DHR Danaher Corp 1.79% 248.22 1.40%
ASML ASML Holding NV 1.59% 642.12 -0.65%
LIN Linde PLC 1.59% 341.36 0.75%
GOOG Alphabet Inc 1.59% 105.75 3.75%
TXN Texas Instruments Inc 1.51% 178.37 -0.44%
ISRG Intuitive Surgical Inc 1.49% 246.68 2.57%
TEL TE Connectivity Ltd 1.49% 125.38 0.65%
RTX Raytheon Technologies Corp 1.49% 98.00 0.48%
ITW Illinois Tool Works Inc 1.46% 235.00 0.48%
SCHW Charles Schwab Corp 1.45% 59.50 6.04%
MNST Monster Beverage Corp 1.42% 103.71 -0.80%
APH Amphenol Corp 1.41% 78.37 0.90%
NKE Nike Inc 1.38% 125.61 3.64%
As of February 28, 2023