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, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AMZN Amazon.com Inc 7.78% 143.55 2.07%
AAPL Apple Inc 7.42% 172.10 2.14%
GOOGL Alphabet Inc 6.38% 121.68 2.39%
MS Morgan Stanley 4.71% 91.66 1.62%
BUD Anheuser-Busch InBev SA/NV 4.70% 54.89 0.85%
LEN Lennar Corp 4.54% 88.27 0.58%
KMX CarMax Inc 4.05% 101.59 -0.11%
KKR KKR & Co Inc 3.45% 57.12 0.81%
CRM Salesforce Inc 3.35% 189.89 1.69%
WDAY Workday Inc 3.31% 176.23 6.11%
LNG Cheniere Energy Inc 3.29% 158.69 2.53%
META Meta Platforms Inc 3.24% 180.50 1.70%
FWONK Liberty Formula One Group 2.95% 67.99 -0.19%
JPM JPMorgan Chase & Co 2.51% 122.13 1.66%
GS The Goldman Sachs Group Inc 2.32% 353.82 0.61%
LMT Lockheed Martin Corp 1.97% 434.24 1.26%
UNP Union Pacific Corp 1.96% 239.95 0.29%
AMT American Tower Corp 1.85% 277.72 1.38%
CCI Crown Castle Inc 1.83% 181.68 1.57%
INTU Intuit Inc 1.69% 486.66 1.65%
KLAC KLA Corp 1.67% 381.20 2.27%
MRNA Moderna Inc 1.60% 171.18 -0.37%
DHR Danaher Corp 1.56% 297.75 2.26%
ADI Analog Devices Inc 1.51% 179.26 2.70%
ADBE Adobe Inc 1.50% 445.67 2.48%
As of June 30, 2022