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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘20
XOM icon
1
ExxonMobil
XOM
$672B
682 1,335 653 297%
INTC icon
2
Intel
INTC
$574B
438 1,296 858 118%
AAPL icon
3
Apple
AAPL
$4.91T
433 1,784 1,351 153%
WFC icon
4
Wells Fargo
WFC
$260B
352 842 490 185%
CVX icon
5
Chevron
CVX
$411B
231 1,113 882 148%
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.09T
222 1,200 978 120%
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.21T
219 1,191 972 293%
CSCO icon
8
Cisco
CSCO
$432B
218 1,169 951 145%
ORCL icon
9
Oracle
ORCL
$446B
192 826 634 128%
C icon
10
Citigroup
C
$221B
163 685 522 114%
GE icon
11
GE Aerospace
GE
$326B
155 756 601 484%
RTX icon
12
RTX Corp
RTX
$261B
149 836 687 171%
IBM icon
13
IBM
IBM
$216B
134 893 759 90.8%
AXP icon
14
American Express
AXP
$210B
121 670 549 158%
PM icon
15
Philip Morris
PM
$294B
117 721 604 128%
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$786B
96 1,068 972 104%
LRCX icon
17
Lam Research
LRCX
$361B
87 446 359 510%
BRK.A icon
18
Berkshire Hathaway Class A
BRK.A
$1.09T
65 148 83 120%
NVS icon
19
Novartis
NVS
$267B
57 436 379 48.6%
SAN icon
20
Banco Santander
SAN
$208B
56 142 86 369%
TTE icon
21
TotalEnergies
TTE
$201B
55 207 152 117%
KLAC icon
22
KLA
KLAC
$231B
38 311 273 584%
TD icon
23
Toronto Dominion Bank
TD
$200B
35 204 169 117%
AMAT icon
24
Applied Materials
AMAT
$353B
28 481 453 415%
BAC icon
25
Bank of America
BAC
$404B
24 889 865 90.5%