Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of June 30, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 8.27% 119.86 2.80%
MSFT Microsoft Corp 6.83% 214.14 -0.51%
AMZN Amazon.com Inc 6.06% 3172.70 -0.71%
GOOGL Alphabet Inc 3.93% 1758.39 -1.60%
CSCO Cisco Systems Inc 3.18% 43.04 0.80%
MRK Merck & Co Inc 2.92% 80.38 0.65%
FB Facebook Inc 2.86% 277.72 -0.03%
T AT&T Inc 2.80% 28.75 -0.96%
ORCL Oracle Corp 2.33% 57.76 0.00%
WMT Walmart Inc 2.15% 152.91 0.86%
PFE Pfizer Inc 1.98% 38.48 3.36%
LOW Lowe's Companies Inc 1.87% 155.76 0.70%
HON Honeywell International Inc 1.86% 203.92 -2.62%
BLK BlackRock Inc 1.54% 701.03 -1.97%
LMT Lockheed Martin Corp 1.52% 365.00 -2.50%
V Visa Inc 1.52% 210.51 -0.23%
MO Altria Group Inc 1.23% 39.84 -1.31%
IBM International Business Machines Corp 1.22% 123.54 -0.65%
ABBV AbbVie Inc 1.22% 104.89 0.00%
HD The Home Depot Inc 1.19% 277.42 0.52%
MA Mastercard Inc 1.09% 336.51 -0.76%
BMY Bristol-Myers Squibb Co 1.09% 62.42 -1.00%
RTX Raytheon Technologies Corp 0.97% 72.00 -2.58%
PG Procter & Gamble Co 0.91% 138.00 -0.44%
DG Dollar General Corp 0.88% 218.42 0.19%
As of June 30, 2020