Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of July 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
JINXX JPMorgan Prime Money Market Inst 6.55% 1.000 0.00%
JMSFX JPMorgan Income R6 4.76% 8.30 -0.60%
MSFT Microsoft Corp 2.23% 237.31 -0.26%
-- United States Treasury Notes 0.125% 2.03% -- --
AMZN Amazon.com Inc 1.85% 115.35 1.38%
AAPL Apple Inc 1.13% 150.78 0.23%
UNH UnitedHealth Group Inc 0.96% 508.88 -0.92%
MOH LVMH Moet Hennessy Louis Vuitton SE 0.95% -- --
BMY Bristol-Myers Squibb Co 0.88% 70.18 -0.75%
-- Japan (Government Of) 0.1% 0.84% -- --
BAC Bank of America Corp 0.80% 31.05 -2.14%
ABBV AbbVie Inc 0.78% 141.32 -1.22%
-- Japan (Government Of) 0.005% 0.78% -- --
MA Mastercard Inc 0.77% 290.22 -1.14%
NXPI NXP Semiconductors NV 0.74% 151.95 -0.65%
PGR Progressive Corp 0.73% 118.93 -2.14%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.71% 73.12 -1.02%
TSLA Tesla Inc 0.70% 276.15 0.30%
MCD McDonald's Corp 0.69% 243.68 -0.92%
NOVC Novo Nordisk A/S Class B 0.64% -- --
META Meta Platforms Inc 0.63% 136.37 -2.88%
-- Japan (Government Of) 0.1% 0.59% -- --
ZBH Zimmer Biomet Holdings Inc 0.58% 105.16 -0.99%
DG Vinci SA 0.57% -- --
REGN Regeneron Pharmaceuticals Inc 0.56% 685.51 -1.70%
As of July 31, 2022