Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of August 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 6.29% 237.31 -0.26%
AAPL Apple Inc 6.20% 150.78 0.23%
AMZN Amazon.com Inc 3.55% 115.35 1.38%
GOOG Alphabet Inc 3.08% 98.82 -0.35%
TSLA Tesla Inc 2.28% 276.15 0.30%
META Meta Platforms Inc 1.37% 136.37 -2.88%
PG Procter & Gamble Co 1.31% 135.82 0.18%
BRK.B Berkshire Hathaway Inc 1.27% 264.24 -1.32%
TMO Thermo Fisher Scientific Inc 1.13% 514.64 -1.18%
MRK Merck & Co Inc 1.13% 86.35 -0.50%
AVGO Broadcom Inc 1.09% 461.70 -1.49%
UNH UnitedHealth Group Inc 1.06% 508.88 -0.92%
CSCO Cisco Systems Inc 1.04% 40.59 -0.17%
ABT Abbott Laboratories 1.04% 99.94 -0.74%
TXN Texas Instruments Inc 0.96% 160.34 -0.59%
LIN Linde PLC 0.93% 264.24 -1.82%
UNP Union Pacific Corp 0.91% 200.91 -1.50%
ELV Elevance Health Inc 0.86% 448.68 -1.14%
INTU Intuit Inc 0.85% 395.45 0.38%
NEE NextEra Energy Inc 0.80% 81.20 -1.60%
C Citigroup Inc 0.77% 43.02 -2.79%
MDLZ Mondelez International Inc 0.76% 58.36 -1.00%
GILD Gilead Sciences Inc 0.75% 62.34 -0.84%
MMC Marsh & McLennan Companies Inc 0.74% 149.20 -1.44%
CB Chubb Ltd 0.74% 174.70 -3.10%
As of August 31, 2022