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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘25
FTV icon
1
Fortive
FTV
$16.7B
536 623 87 5.83%
DIS icon
2
Walt Disney
DIS
$182B
518 1,553 1,035 15%
IWM icon
3
iShares Russell 2000 ETF
IWM
$76.1B
274 1,016 742 29.3%
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$103B
258 1,179 921 24.9%
MMM icon
5
3M
MMM
$85.4B
254 909 655 8.74%
UNP icon
6
Union Pacific
UNP
$163B
252 1,179 927 19%
IBB icon
7
iShares Biotechnology ETF
IBB
$10.8B
215 352 137 67.4%
BMY icon
8
Bristol-Myers Squibb
BMY
$128B
210 1,035 825 35.7%
XLV icon
9
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
201 757 556 25.7%
J icon
10
Jacobs Solutions
J
$15.9B
199 455 256 3.4%
MOAT icon
11
VanEck Morningstar Wide Moat ETF
MOAT
$11.3B
198 365 167 13.1%
PEP icon
12
PepsiCo
PEP
$174B
198 1,513 1,315 3.63%
GM icon
13
General Motors
GM
$67.8B
189 581 392 57%
MDY icon
14
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.4B
187 519 332 16.3%
CMCSA icon
15
Comcast
CMCSA
$77.6B
186 1,054 868 38.8%
CSX icon
16
CSX Corp
CSX
$86.7B
185 702 517 43.4%
COWZ icon
17
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
185 433 248 21.7%
IVW icon
18
iShares S&P 500 Growth ETF
IVW
$78.6B
181 764 583 30%
EMXC icon
19
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.3B
178 409 231 56.7%
XLE icon
20
State Street Energy Select Sector SPDR ETF
XLE
$40B
175 796 621 46%
TGT icon
21
Target
TGT
$71B
167 789 622 58.4%
SBUX icon
22
Starbucks
SBUX
$108B
160 1,028 868 3.7%
HON icon
23
Honeywell
HON
$66.8B
154 1,117 963 4.03%
AFL icon
24
Aflac
AFL
$56.3B
148 656 508 6.54%
NKE icon
25
Nike
NKE
$52.4B
148 903 755 50.3%