We are live on ! Find out more
Name Funds
holding
Growth Growth % Return since
30 Jun ‘14
MCO icon
2001
Moody's
MCO
$90.7B
449 +6 +1% 492%
BP icon
2002
BP
BP
$106B
900 +12 +1% 4.8%
MTG icon
2003
MGIC Investment
MTG
$6.18B
227 +3 +1% 216%
CAKE icon
2004
Cheesecake Factory
CAKE
$4.14B
228 +3 +1% 79.5%
HLX icon
2005
Helix Energy Solutions
HLX
$1.4B
228 +3 +1% 63.8%
FFBC icon
2006
First Financial Bancorp
FFBC
$3.8B
152 +2 +1% 110%
BRK.A icon
2007
Berkshire Hathaway Class A
BRK.A
$1.06T
609 +8 +1% 289%
VXF icon
2008
Vanguard Extended Market ETF
VXF
$30.7B
153 +2 +1% 173%
TV icon
2009
Televisa
TV
$1.42B
230 +3 +1% 92.1%
MLR icon
2010
Miller Industries
MLR
$576M
77 +1 +1% 146%
SHG icon
2011
Shinhan Financial Group
SHG
$33.6B
77 +1 +1% 56%
DSI icon
2012
iShares MSCI KLD 400 Social ETF
DSI
$5.32B
77 +1 +1% 287%
NEA icon
2013
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
77 +1 +1% 14.1%
BB icon
2014
BlackBerry
BB
$5.37B
232 +3 +1% 10.5%
CMCSA icon
2015
Comcast
CMCSA
$86.1B
1,090 +14 +1% 10.2%
MZTI
2016
The Marzetti Company
MZTI
$3.01B
156 +2 +1% 15.4%
TIP icon
2017
iShares TIPS Bond ETF
TIP
$14.4B
470 +6 +1% 6.41%
TRMK icon
2018
Trustmark
TRMK
$2.79B
157 +2 +1% 93%
MOV icon
2019
Movado Group
MOV
$884M
157 +2 +1% 4.54%
AWI icon
2020
Armstrong World Industries
AWI
$6.86B
158 +2 +1% 180%
RNP icon
2021
Cohen & Steers REIT and Preferred and Income Fund
RNP
$994M
79 +1 +1% 14.9%
IFLN
2022
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$309M
79 +1 +1% 6.68%
GEL icon
2023
Genesis Energy
GEL
$1.83B
159 +2 +1% 73.4%
LHX icon
2024
L3Harris
LHX
$53B
478 +6 +1% 275%
BLKB icon
2025
Blackbaud
BLKB
$1.52B
161 +2 +1% 7.58%