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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘26
HON icon
1
Honeywell
HON
$67.3B
1,833 1,926 93 5.21%
CRM icon
2
Salesforce
CRM
$198B
468 1,294 826 53.3%
DHR icon
3
Danaher
DHR
$155B
353 1,029 676 16%
DIS icon
4
Walt Disney
DIS
$182B
338 1,382 1,044 9.37%
ABT icon
5
Abbott
ABT
$176B
330 1,392 1,062 12.4%
LOW icon
6
Lowe's Companies
LOW
$106B
299 1,202 903 14.3%
ADBE icon
7
Adobe
ADBE
$94.7B
293 954 661 16.2%
PYPL icon
8
PayPal
PYPL
$44.5B
283 690 407 20.5%
QUAL icon
9
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
267 762 495 1.58%
IWF icon
10
iShares Russell 1000 Growth ETF
IWF
$128B
266 1,023 757 1.32%
IWM icon
11
iShares Russell 2000 ETF
IWM
$77.2B
255 1,076 821 6.33%
IVE icon
12
iShares S&P 500 Value ETF
IVE
$49.2B
250 749 499 2.1%
ROP icon
13
Roper Technologies
ROP
$36B
216 533 317 7.44%
IYW icon
14
iShares US Technology ETF
IYW
$26.4B
212 491 279 4.95%
CMCSA icon
15
Comcast
CMCSA
$78.4B
201 878 677 10%
IWB icon
16
iShares Russell 1000 ETF
IWB
$49.3B
196 569 373 2.53%
INTU icon
17
Intuit
INTU
$75.1B
196 805 609 7.72%
MDY icon
18
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
192 538 346 5.43%
SPGI icon
19
S&P Global
SPGI
$119B
191 894 703 0.65%
PEP icon
20
PepsiCo
PEP
$176B
189 1,533 1,344 4.96%
MOAT icon
21
VanEck Morningstar Wide Moat ETF
MOAT
$14.4B
188 359 171 3.4%
COR icon
22
Cencora
COR
$59.6B
188 623 435 10.4%
MRSH
23
Marsh
MRSH
$81B
183 664 481 1.88%
OEF icon
24
iShares S&P 100 ETF
OEF
$20.5B
182 415 233 5.06%
EFV icon
25
iShares MSCI EAFE Value ETF
EFV
$31.1B
177 554 377 4.76%