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Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
30 Jun ‘25
IVV icon
51
iShares Core S&P 500 ETF
IVV
$908B
3,619 +54 +2% 25.6%
COST icon
52
Costco
COST
$426B
4,006 +59 +1% 2.91%
V icon
53
Visa
V
$680B
4,346 +63 +1% 2.56%
AMZN icon
54
Amazon
AMZN
$2.83T
5,551 +77 +1% 19.7%
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$4.23T
4,972 +67 +1% 96.3%
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$813B
4,232 +57 +1% 25.7%
MA icon
57
Mastercard
MA
$499B
3,530 +45 +1% 1.31%
HSBC icon
58
HSBC
HSBC
$356B
513 +6 +1% 70.7%
MSFT icon
59
Microsoft
MSFT
$3.68T
5,822 +52 +0.9% 0.4%
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.08T
4,592 +28 +0.6% 3.76%
HD icon
61
Home Depot
HD
$338B
4,000 +3 +0.1% 7.58%
AAPL icon
62
Apple
AAPL
$4.46T
5,590 -7 -0.1% 49.1%
KO icon
63
Coca-Cola
KO
$377B
3,363 -5 -0.1% 24%
LLY icon
64
Eli Lilly
LLY
$1.05T
3,911 -12 -0.3% 51.4%
VZ icon
65
Verizon
VZ
$201B
3,040 -13 -0.4% 12%
BRK.A icon
66
Berkshire Hathaway Class A
BRK.A
$1.08T
1,383 -10 -0.7% 3.67%
ABBV icon
67
AbbVie
ABBV
$441B
3,785 -38 -1% 34.4%
BHP icon
68
BHP
BHP
$220B
615 -7 -1% 80.5%
SNDK
69
Sandisk
SNDK
$240B
415 -5 -1% 3,519%
XOM icon
70
ExxonMobil
XOM
$658B
4,209 -55 -1% 48.5%
SHEL icon
71
Shell
SHEL
$250B
1,396 -19 -1% 28.5%
PG icon
72
Procter & Gamble
PG
$336B
3,959 -59 -1% 9.27%
JNJ icon
73
Johnson & Johnson
JNJ
$627B
4,088 -64 -2% 70.4%
AZN icon
74
AstraZeneca
AZN
$243B
1,223 -27 -2% 11.9%
TM icon
75
Toyota
TM
$226B
594 -15 -2% 10.9%
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