Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of April 30, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
AAPL Apple Inc 8.74% 149.51 3.99%
MSFT Microsoft Corp 8.54% 273.33 2.79%
NVDA NVIDIA Corp 4.56% 187.77 5.19%
UNH UnitedHealth Group Inc 3.94% 506.83 0.92%
ABT Abbott Laboratories 3.24% 116.67 1.57%
JPM JPMorgan Chase & Co 2.98% 131.00 1.21%
MS Morgan Stanley 2.96% 86.46 1.72%
HD The Home Depot Inc 2.88% 308.18 1.77%
CVX Chevron Corp 2.86% 178.28 0.95%
JNJ Johnson & Johnson 2.65% 181.08 0.90%
NKE Nike Inc 2.63% 116.00 2.71%
PEP PepsiCo Inc 2.55% 171.77 0.98%
BAC Bank of America Corp 2.54% 37.01 0.93%
V Visa Inc 2.49% 213.33 2.29%
ACN Accenture PLC 2.45% 304.09 4.30%
BLK BlackRock Inc 2.44% 666.16 2.10%
COST Costco Wholesale Corp 2.37% 470.69 1.23%
MCD McDonald's Corp 2.30% 251.77 1.48%
CAT Caterpillar Inc 2.17% 217.08 1.92%
LIN Linde PLC 2.17% 329.80 2.96%
CSCO Cisco Systems Inc 2.08% 45.64 1.44%
UNP Union Pacific Corp 2.04% 222.48 0.54%
PFE Pfizer Inc 2.02% 53.90 -0.17%
SBUX Starbucks Corp 1.96% 76.70 2.97%
CMCSA Comcast Corp 1.91% 44.17 0.09%
As of December 31, 2021