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, 2020

Top 25 Holdings

Symbol Name % Weight Price % Change
AMAT Applied Materials Inc 3.18% 105.53 -2.40%
CTVA Corteva Inc 3.03% 39.49 -4.38%
SCHW Charles Schwab Corp 3.02% 56.25 -1.45%
MCHP Microchip Technology Inc 2.94% 144.98 -2.82%
BA Boeing Co 2.72% 202.48 -0.43%
CMP Compass Minerals International Inc 2.65% 60.99 -0.59%
AZPN Aspen Technology Inc 2.65% 142.89 0.51%
YUM Yum Brands Inc 2.60% 106.20 0.89%
LNG Cheniere Energy Inc 2.58% 60.72 -6.48%
AXP American Express Co 2.58% 116.29 -4.01%
RTX Raytheon Technologies Corp 2.57% 67.20 1.39%
BRK.B Berkshire Hathaway Inc 2.56% 231.67 -0.58%
USB U.S. Bancorp 2.56% 45.20 -1.22%
MDT Medtronic PLC 2.51% 116.80 -0.09%
CRM Salesforce.com Inc 2.50% 228.64 1.20%
ZBH Zimmer Biomet Holdings Inc 2.48% 158.18 -0.71%
GWRE Guidewire Software Inc 2.48% 121.59 -1.11%
BAC Bank of America Corp 2.47% 30.91 -0.80%
STZ Constellation Brands Inc 2.46% 219.90 -1.02%
PFE Pfizer Inc 2.45% 37.40 0.32%
BMY Bristol-Myers Squibb Co 2.40% 64.44 -0.60%
WFC Wells Fargo & Co 2.39% 31.37 -2.70%
GD General Dynamics Corp 2.20% 151.92 -0.81%
PM Philip Morris International Inc 2.19% 81.98 0.79%
MRK Merck & Co Inc 2.18% 80.20 -1.17%
As of December 31, 2020