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
MSFT Microsoft Corp 9.37% 288.30 1.50%
AMZN Amazon.com Inc 5.58% 103.29 1.26%
AAPL Apple Inc 5.24% 164.84 1.53%
V Visa Inc 5.14% 225.46 1.39%
GOOG Alphabet Inc 4.54% 103.96 2.60%
NVDA NVIDIA Corp 3.63% 277.77 1.44%
META Meta Platforms Inc 3.20% 211.99 2.00%
BA Boeing Co 2.94% 212.43 0.66%
UNH UnitedHealth Group Inc 2.74% 472.59 0.54%
NFLX Netflix Inc 2.44% 345.48 2.08%
GOOGL Alphabet Inc 2.35% 103.73 2.81%
ORCL Oracle Corp 2.21% 92.92 2.66%
TSLA Tesla Inc 1.92% 207.50 6.26%
MNST Monster Beverage Corp 1.88% 54.00 2.88%
ISRG Intuitive Surgical Inc 1.71% 255.51 1.68%
MA Mastercard Inc 1.70% 363.41 1.16%
ADSK Autodesk Inc 1.68% 208.15 3.24%
DIS The Walt Disney Co 1.51% 100.13 2.07%
VRTX Vertex Pharmaceuticals Inc 1.49% 315.03 0.92%
LLY Eli Lilly and Co 1.33% 343.42 0.80%
NVS Novartis AG 1.31% 92.00 0.46%
REGN Regeneron Pharmaceuticals Inc 1.27% 821.63 1.25%
NOW ServiceNow Inc 1.26% 464.72 5.71%
SBUX Starbucks Corp 1.25% 104.13 2.77%
CRM Salesforce Inc 1.19% 199.78 1.62%
As of December 31, 2022