Holdings by Type

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

Top 25 Holdings

Symbol Name % Weight Price % Change
BRK.B Berkshire Hathaway Inc 3.07% 304.24 -0.79%
UNH UnitedHealth Group Inc 3.01% 545.22 -0.16%
JNJ Johnson & Johnson 2.72% 167.56 -0.01%
XOM Exxon Mobil Corp 2.42% 92.22 0.83%
JPM JPMorgan Chase & Co 2.01% 122.57 -0.86%
PG Procter & Gamble Co 1.97% 149.23 -0.47%
CVX Chevron Corp 1.71% 157.59 0.75%
PFE Pfizer Inc 1.68% 49.27 -1.18%
LLY Eli Lilly and Co 1.67% 316.74 2.07%
ABBV AbbVie Inc 1.50% 141.45 -0.77%
KO Coca-Cola Co 1.48% 64.87 -0.25%
PEP PepsiCo Inc 1.43% 180.20 -0.07%
BAC Bank of America Corp 1.37% 36.42 -0.60%
MRK Merck & Co Inc 1.34% 91.04 0.50%
AVGO Broadcom Inc 1.23% 538.37 -2.41%
ABT Abbott Laboratories 1.13% 110.53 -1.34%
VZ Verizon Communications Inc 1.09% 45.33 -1.03%
WMT Walmart Inc 1.08% 139.55 0.13%
CSCO Cisco Systems Inc 1.00% 46.69 -0.17%
CMCSA Comcast Corp 0.99% 39.26 -2.71%
WFC Wells Fargo & Co 0.98% 46.15 0.20%
NEE NextEra Energy Inc 0.98% 90.17 -0.40%
BMY Bristol-Myers Squibb Co 0.93% 74.56 0.58%
PM Philip Morris International Inc 0.89% 101.18 -0.53%
INTC Intel Corp 0.88% 35.78 -1.13%
As of July 31, 2022