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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘26
DIS icon
1
Walt Disney
DIS
$182B
358 1,450 1,092 9.56%
IAU icon
2
iShares Gold Trust
IAU
$61.1B
335 888 553 12.1%
ABT icon
3
Abbott
ABT
$175B
321 1,441 1,120 1.65%
ADP icon
4
Automatic Data Processing
ADP
$104B
281 1,027 746 28.9%
MMM icon
5
3M
MMM
$87.4B
267 926 659 16.7%
IYW icon
6
iShares US Technology ETF
IYW
$26.4B
266 521 255 45.3%
SLV icon
7
iShares Silver Trust
SLV
$29.6B
230 688 458 19.4%
GLD icon
8
SPDR Gold Trust
GLD
$140B
220 1,298 1,078 12.2%
IWF icon
9
iShares Russell 1000 Growth ETF
IWF
$128B
218 956 738 17.4%
MDY icon
10
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
217 542 325 7.19%
OEF icon
11
iShares S&P 100 ETF
OEF
$20.5B
216 453 237 20.5%
ADBE icon
12
Adobe
ADBE
$91.8B
215 1,008 793 4.97%
ACN icon
13
Accenture
ACN
$107B
210 989 779 12%
SHW icon
14
Sherwin-Williams
SHW
$80.8B
193 741 548 3.82%
GDX icon
15
VanEck Gold Miners ETF
GDX
$26.1B
182 498 316 4.23%
WRB icon
16
W.R. Berkley
WRB
$25.1B
174 421 247 2.08%
CMG icon
17
Chipotle Mexican Grill
CMG
$40.3B
172 576 404 0.5%
GLW icon
18
Corning
GLW
$131B
159 841 682 11.5%
ELV icon
19
Elevance Health
ELV
$85.6B
159 646 487 34.8%
USMV icon
20
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
159 576 417 5.54%
DHR icon
21
Danaher
DHR
$160B
152 936 784 19.9%
MOAT icon
22
VanEck Morningstar Wide Moat ETF
MOAT
$11.4B
148 336 188 10.9%
MICC
23
The Magnum Ice Cream Company N.V.
MICC
$11.4B
144 219 75 25.8%
LOW icon
24
Lowe's Companies
LOW
$105B
139 1,132 993 20.6%
GBTC icon
25
Grayscale Bitcoin Trust
GBTC
$12.5B
132 256 124 22.1%