Holdings by Type

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

Top 25 Holdings

Symbol Name % Weight Price % Change
-- Capital Group Central Cash Fund 8.75% -- --
MSFT Microsoft Corp 5.48% 273.78 0.57%
UNH UnitedHealth Group Inc 3.40% 480.10 0.66%
AVGO Broadcom Inc 2.67% 636.75 -1.08%
AMZN Amazon.com Inc 2.37% 100.61 2.97%
META Meta Platforms Inc 2.04% 202.16 2.20%
NFLX Netflix Inc 1.91% 305.79 0.22%
GOOG Alphabet Inc 1.87% 105.84 3.84%
MA Mastercard Inc 1.61% 354.57 1.50%
TSLA Tesla Inc 1.52% 197.58 7.82%
GE General Electric Co 1.35% 92.18 2.51%
TMO Thermo Fisher Scientific Inc 1.26% 556.70 1.11%
GOOGL Alphabet Inc 1.23% 104.92 3.66%
LLY Eli Lilly and Co 1.15% 331.08 -0.76%
CARR Carrier Global Corp 1.13% 45.20 0.47%
ASME ASML Holding NV 1.13% -- --
REGN Regeneron Pharmaceuticals Inc 0.94% 759.76 0.07%
ALNY Alnylam Pharmaceuticals Inc 0.90% 190.43 1.55%
DHI D.R. Horton Inc 0.87% 96.84 0.22%
HD The Home Depot Inc 0.85% 289.43 0.06%
CVE Cenovus Energy Inc 0.82% 16.88 4.13%
CAT Caterpillar Inc 0.81% 224.92 2.09%
ABT Abbott Laboratories 0.79% 98.33 0.47%
ODFL Old Dominion Freight Line Inc 0.78% 336.15 0.82%
EOG EOG Resources Inc 0.77% 108.62 3.01%
As of December 31, 2022