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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘24
J icon
1
Jacobs Solutions
J
$16.8B
543 644 101 10.4%
CVS icon
2
CVS Health
CVS
$111B
523 1,013 490 38.5%
GBTC icon
3
Grayscale Bitcoin Trust
GBTC
$12.9B
438 506 68 31.9%
DIS icon
4
Walt Disney
DIS
$179B
385 1,446 1,061 7.93%
SBUX icon
5
Starbucks
SBUX
$108B
328 1,090 762 2.44%
BA icon
6
Boeing
BA
$156B
316 921 605 30%
NKE icon
7
Nike
NKE
$53.6B
292 1,024 732 59.2%
SOLV icon
8
Solventum
SOLV
$15.1B
265 440 175 27.3%
TIP icon
9
iShares TIPS Bond ETF
TIP
$14.6B
261 497 236 4.44%
MMM icon
10
3M
MMM
$87.3B
254 871 617 23.8%
IWF icon
11
iShares Russell 1000 Growth ETF
IWF
$129B
210 818 608 35%
CMCSA icon
12
Comcast
CMCSA
$79.6B
209 1,072 863 46.3%
USMV icon
13
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
193 548 355 8.32%
GIS icon
14
General Mills
GIS
$19B
189 674 485 52%
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$32.1B
174 507 333 50.7%
T icon
16
AT&T
T
$172B
171 1,098 927 14.1%
EFA icon
17
iShares MSCI EAFE ETF
EFA
$78.7B
170 717 547 27.3%
DE icon
18
Deere & Co
DE
$190B
163 882 719 68.5%
SDY icon
19
State Street SPDR S&P Dividend ETF
SDY
$20.9B
155 450 295 5.55%
MDT icon
20
Medtronic
MDT
$116B
146 906 760 0.82%
MCK icon
21
McKesson
MCK
$104B
146 661 515 80.3%
XLE icon
22
State Street Energy Select Sector SPDR ETF
XLE
$40.1B
138 774 636 40.7%
OTIS icon
23
Otis Worldwide
OTIS
$25.9B
137 492 355 34.5%
KMB icon
24
Kimberly-Clark
KMB
$32.9B
136 713 577 30.5%
IVW icon
25
iShares S&P 500 Growth ETF
IVW
$79B
135 690 555 49.9%