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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘24
VRT icon
51
Vertiv
VRT
$104B
123 236 113 171%
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.11T
121 205 84 11.3%
IVV icon
53
iShares Core S&P 500 ETF
IVV
$871B
119 179 60 29%
DHR icon
54
Danaher
DHR
$140B
118 198 80 28.4%
DUK icon
55
Duke Energy
DUK
$101B
118 197 79 12.1%
AFL icon
56
Aflac
AFL
$65.9B
118 186 68 15.9%
XLU icon
57
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
118 203 85 12.7%
SEG
58
Seaport Entertainment Group
SEG
$338M
118 118 0 3.83%
IWM icon
59
iShares Russell 2000 ETF
IWM
$80.4B
117 220 103 32.8%
CARR icon
60
Carrier Global
CARR
$52.5B
116 195 79 21.5%
CB icon
61
Chubb
CB
$141B
115 199 84 26%
TJX icon
62
TJX Companies
TJX
$178B
114 186 72 36.8%
SPGI icon
63
S&P Global
SPGI
$125B
113 195 82 17.9%
PG icon
64
Procter & Gamble
PG
$347B
111 192 81 14%
UNH icon
65
UnitedHealth
UNH
$389B
111 241 130 26.7%
CL icon
66
Colgate-Palmolive
CL
$74.2B
110 184 74 10.7%
RDDT icon
67
Reddit
RDDT
$34.4B
110 141 31 171%
QXO
68
QXO Inc
QXO
$14.8B
110 111 1 9.64%
VTI icon
69
Vanguard Total Stock Market ETF
VTI
$656B
109 176 67 29.3%
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$123B
109 160 51 22%
KKR icon
71
KKR & Co
KKR
$92.2B
109 176 67 21.4%
COST icon
72
Costco
COST
$429B
107 191 84 9.03%
TSM icon
73
TSMC
TSM
$2.03T
107 222 115 126%
MSI icon
74
Motorola Solutions
MSI
$73.1B
107 158 51 2.07%
FLUT icon
75
Flutter Entertainment
FLUT
$18.9B
107 144 37 54%