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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘16
GOOG icon
201
Alphabet (Google) Class C
GOOG
$4.15T
39 751 712 880%
ARW icon
202
Arrow Electronics
ARW
$10.5B
39 158 119 235%
VNQI icon
203
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
39 88 49 15.5%
IT icon
204
Gartner
IT
$12.2B
39 150 111 98.1%
GOOGL icon
205
Alphabet (Google) Class A
GOOGL
$4.18T
39 781 742 872%
XEL icon
206
Xcel Energy
XEL
$48.5B
39 233 194 73.5%
PAYC icon
207
Paycom
PAYC
$10.5B
39 80 41 438%
BMRN icon
208
BioMarin Pharmaceuticals
BMRN
$12.7B
39 161 122 15.7%
REI icon
209
Ring Energy
REI
$365M
39 47 8 84.1%
SCHV
210
Schwab US Large-Cap Value ETF
SCHV
$15.9B
39 74 35 134%
TTE icon
211
TotalEnergies
TTE
$193B
39 198 159 81.1%
VUG icon
212
Vanguard Morningstar Growth ETF
VUG
$225B
39 182 143 389%
SCHZ icon
213
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
38 84 46 14.8%
NVG icon
214
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
38 39 1 24.8%
BCE icon
215
BCE
BCE
$21.9B
38 185 147 50.3%
JBHT icon
216
JB Hunt Transport Services
JBHT
$24.8B
38 168 130 226%
DLR icon
217
Digital Realty Trust
DLR
$71.8B
38 191 153 77.5%
VCIT icon
218
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
38 132 94 8.87%
ATI icon
219
ATI
ATI
$29B
38 101 63 1,569%
PPG icon
220
PPG Industries
PPG
$25.4B
37 295 258 9.86%
PFGC icon
221
Performance Food Group
PFGC
$16.1B
37 49 12 281%
LEN icon
222
Lennar Class A
LEN
$21B
37 185 148 98.6%
UPBD icon
223
Upbound Group
UPBD
$1.13B
37 89 52 58.3%
HE icon
224
Hawaiian Electric Industries
HE
$1.98B
37 96 59 65%
REGN icon
225
Regeneron Pharmaceuticals
REGN
$83.9B
37 222 185 133%