Holdings by Type

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

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 6.73% 142.87 0.93%
MSFT Microsoft Corp 6.71% 266.22 1.28%
GOOG Alphabet Inc 4.39% 2303.38 1.13%
AMZN Amazon.com Inc 3.66% 114.38 0.78%
UNH UnitedHealth Group Inc 2.07% 515.28 1.99%
NVDA NVIDIA Corp 1.54% 151.33 1.13%
META Meta Platforms Inc 1.52% 169.73 0.92%
JPM JPMorgan Chase & Co 1.51% 111.89 -0.65%
V Visa Inc 1.47% 201.24 0.35%
MA Mastercard Inc 1.40% 320.04 0.24%
BAC Bank of America Corp 1.34% 30.97 -0.86%
MS Morgan Stanley 1.15% 75.44 -0.88%
UNP Union Pacific Corp 1.13% 209.64 -0.25%
PG Procter & Gamble Co 1.02% 146.04 0.93%
HD The Home Depot Inc 0.99% 283.53 -0.07%
WFC Wells Fargo & Co 0.98% 39.51 -1.47%
ABBV AbbVie Inc 0.96% 152.65 -0.83%
TMO Thermo Fisher Scientific Inc 0.95% 555.90 1.99%
ADBE Adobe Inc 0.94% 382.79 1.67%
LLY Eli Lilly and Co 0.93% 330.18 0.92%
CMCSA Comcast Corp 0.93% 39.83 0.00%
PEP PepsiCo Inc 0.93% 170.70 1.00%
COST Costco Wholesale Corp 0.92% 492.66 0.90%
ACN Accenture PLC 0.92% 275.96 0.29%
DE Deere & Co 0.91% 289.17 -1.01%
As of May 31, 2022