Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of March 31, 2021

Top 25 Holdings

Symbol Name % Weight Price % Change
AMZN Amazon.com Inc 7.25% 3223.91 1.05%
MSFT Microsoft Corp 6.88% 246.23 -0.38%
DIS The Walt Disney Co 6.35% 181.67 -1.43%
V Visa Inc 6.04% 225.48 -0.22%
GOOGL Alphabet Inc 5.74% 2270.06 -0.95%
SBUX Starbucks Corp 4.50% 113.55 -0.66%
FB Facebook Inc 4.36% 306.53 0.18%
NOW ServiceNow Inc 4.00% 481.50 3.15%
AAPL Apple Inc 3.95% 125.91 -0.74%
SHW Sherwin-Williams Co 3.89% 285.84 -0.97%
NVDA NVIDIA Corp 3.87% 572.25 0.28%
UPS United Parcel Service Inc 3.44% 214.33 -0.83%
LRCX Lam Research Corp 3.42% 592.43 1.02%
ADBE Adobe Inc 3.10% 485.19 1.21%
CP.TO Canadian Pacific Railway Ltd 2.96% 478.60 -0.78%
NKE Nike Inc 2.92% 137.12 0.53%
PYPL PayPal Holdings Inc 2.89% 248.60 2.04%
DHR Danaher Corp 2.88% 257.91 -0.43%
AXP American Express Co 2.85% 154.43 -2.68%
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.81% 112.85 0.48%
SQ Square Inc 2.25% 220.65 1.95%
CMG Chipotle Mexican Grill Inc 2.20% 1393.25 0.10%
ISRG Intuitive Surgical Inc 2.02% 836.75 0.23%
LULU Lululemon Athletica Inc 1.96% 322.04 -0.68%
BLL Ball Corp 1.65% 90.60 0.81%
As of March 31, 2021