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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
MA icon
26
Mastercard
MA
$484B
144 1,467 1,323 2.91%
MU icon
27
Micron Technology
MU
$1.21T
133 792 659 542%
DELL icon
28
Dell
DELL
$358B
125 556 431 297%
ADI icon
29
Analog Devices
ADI
$202B
125 743 618 69.8%
WFC icon
30
Wells Fargo
WFC
$243B
124 1,087 963 4.02%
CSCO icon
31
Cisco
CSCO
$442B
119 1,482 1,363 64%
MUFG icon
32
Mitsubishi UFJ Financial
MUFG
$257B
119 237 118 43.2%
GS icon
33
Goldman Sachs
GS
$263B
104 1,072 968 13.3%
APH icon
34
Amphenol
APH
$214B
99 721 622 40.5%
XOM icon
35
ExxonMobil
XOM
$674B
95 1,816 1,721 45.5%
BAC icon
36
Bank of America
BAC
$376B
93 1,402 1,309 4.19%
NVDA icon
37
NVIDIA
NVDA
$5.65T
87 2,425 2,338 25.4%
BHP icon
38
BHP
BHP
$219B
78 248 170 54.4%
V icon
39
Visa
V
$677B
78 1,844 1,766 5.65%
COST icon
40
Costco
COST
$408B
76 1,662 1,586 0.54%
MS icon
41
Morgan Stanley
MS
$299B
70 888 818 19.7%
HSBC icon
42
HSBC
HSBC
$329B
68 206 138 35.4%
MRVL icon
43
Marvell Technology
MRVL
$245B
67 538 471 224%
ARM icon
44
Arm
ARM
$328B
66 247 181 117%
TM icon
45
Toyota
TM
$215B
63 230 167 5.02%
PM icon
46
Philip Morris
PM
$292B
62 1,109 1,047 15.6%
RY icon
47
Royal Bank of Canada
RY
$271B
55 300 245 32.8%
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$4.2T
54 2,179 2,125 41.3%
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.08T
43 1,877 1,834 0.02%
VUG icon
50
Vanguard Morningstar Growth ETF
VUG
$235B
42 967 925 14%