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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘24
VRT icon
51
Vertiv
VRT
$85.7B
123 236 113 124%
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.1T
121 205 84 10.6%
IVV icon
53
iShares Core S&P 500 ETF
IVV
$858B
119 179 60 27.1%
DHR icon
54
Danaher
DHR
$138B
118 198 80 29.3%
DUK icon
55
Duke Energy
DUK
$101B
118 197 79 12%
AFL icon
56
Aflac
AFL
$65.5B
118 186 68 15.1%
XLU icon
57
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
118 203 85 11.2%
SEG
58
Seaport Entertainment Group
SEG
$337M
118 118 0 3.87%
IWM icon
59
iShares Russell 2000 ETF
IWM
$79.1B
117 220 103 30.6%
CARR icon
60
Carrier Global
CARR
$49.8B
116 195 79 25.6%
CB icon
61
Chubb
CB
$140B
115 199 84 25.5%
TJX icon
62
TJX Companies
TJX
$179B
114 186 72 37.5%
SPGI icon
63
S&P Global
SPGI
$124B
113 195 82 18.8%
PG icon
64
Procter & Gamble
PG
$340B
111 192 81 15.6%
UNH icon
65
UnitedHealth
UNH
$382B
111 241 130 28.1%
CL icon
66
Colgate-Palmolive
CL
$74.8B
110 184 74 9.94%
RDDT icon
67
Reddit
RDDT
$34.3B
110 141 31 170%
QXO
68
QXO Inc
QXO
$13.9B
110 111 1 15%
VTI icon
69
Vanguard Total Stock Market ETF
VTI
$646B
109 176 67 27.3%
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$121B
109 160 51 19.9%
KKR icon
71
KKR & Co
KKR
$89.1B
109 176 67 24%
COST icon
72
Costco
COST
$432B
107 191 84 9.87%
TSM icon
73
TSMC
TSM
$1.94T
107 222 115 116%
MSI icon
74
Motorola Solutions
MSI
$72.1B
107 158 51 3.43%
FLUT icon
75
Flutter Entertainment
FLUT
$18.7B
107 144 37 54.6%