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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘26
AAPL icon
1
Apple
AAPL
$4.96T
651 3,060 2,409 33.1%
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.03T
495 2,398 1,903 14.7%
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.03T
490 2,702 2,212 14.6%
JNJ icon
4
Johnson & Johnson
JNJ
$645B
443 2,146 1,703 9.47%
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$783B
318 2,020 1,702 13.9%
XOM icon
6
ExxonMobil
XOM
$641B
271 2,091 1,820 8.85%
CAT icon
7
Caterpillar
CAT
$397B
258 1,537 1,279 21.5%
WMT icon
8
Walmart Inc
WMT
$887B
249 1,963 1,714 10.3%
UNH icon
9
UnitedHealth
UNH
$379B
200 1,390 1,190 54.1%
MA icon
10
Mastercard
MA
$486B
194 1,575 1,381 9.97%
AMAT icon
11
Applied Materials
AMAT
$409B
186 1,153 967 50.7%
LRCX icon
12
Lam Research
LRCX
$365B
180 1,074 894 36.6%
BAC icon
13
Bank of America
BAC
$440B
166 1,526 1,360 28.5%
KLAC icon
14
KLA
KLAC
$265B
164 827 663 38%
JPM icon
15
JPMorgan Chase
JPM
$948B
158 2,273 2,115 21.3%
AXP icon
16
American Express
AXP
$227B
150 1,219 1,069 9.96%
MRK icon
17
Merck
MRK
$327B
131 1,582 1,451 9.92%
WFC icon
18
Wells Fargo
WFC
$265B
130 1,176 1,046 9.99%
TMO icon
19
Thermo Fisher Scientific
TMO
$210B
125 1,095 970 14.8%
CSCO icon
20
Cisco
CSCO
$448B
108 1,612 1,504 46.7%
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.07T
83 2,028 1,945 3.49%
INTC icon
22
Intel
INTC
$451B
76 977 901 103%
KO icon
23
Coca-Cola
KO
$358B
70 1,430 1,360 9.39%
QQQ icon
24
Invesco QQQ Trust
QQQ
$450B
56 1,590 1,534 18.3%
BRK.A icon
25
Berkshire Hathaway Class A
BRK.A
$1.07T
54 148 94 3.52%