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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘26
AAPL icon
1
Apple
AAPL
$4.46T
652 3,073 2,421 20.5%
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.2T
493 2,405 1,912 19.8%
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.23T
487 2,712 2,225 20.3%
JNJ icon
4
Johnson & Johnson
JNJ
$627B
452 2,159 1,707 6.51%
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$813B
321 2,031 1,710 19.4%
XOM icon
6
ExxonMobil
XOM
$658B
277 2,102 1,825 5.63%
CAT icon
7
Caterpillar
CAT
$394B
259 1,544 1,285 20.9%
WMT icon
8
Walmart Inc
WMT
$917B
249 1,971 1,722 7.25%
MA icon
9
Mastercard
MA
$499B
199 1,583 1,384 13.9%
UNH icon
10
UnitedHealth
UNH
$361B
198 1,395 1,197 48.5%
AMAT icon
11
Applied Materials
AMAT
$403B
188 1,157 969 48.4%
LRCX icon
12
Lam Research
LRCX
$416B
181 1,077 896 55.6%
BAC icon
13
Bank of America
BAC
$451B
172 1,536 1,364 32.3%
KLAC icon
14
KLA
KLAC
$266B
161 828 667 38.4%
JPM icon
15
JPMorgan Chase
JPM
$964B
160 2,283 2,123 23.3%
AXP icon
16
American Express
AXP
$231B
148 1,221 1,073 13.2%
MRK icon
17
Merck
MRK
$335B
132 1,588 1,456 12.9%
WFC icon
18
Wells Fargo
WFC
$269B
131 1,181 1,050 11.6%
TMO icon
19
Thermo Fisher Scientific
TMO
$218B
121 1,097 976 19.7%
CSCO icon
20
Cisco
CSCO
$440B
106 1,617 1,511 43.9%
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.08T
85 2,036 1,951 5.18%
INTC icon
22
Intel
INTC
$517B
75 981 906 132%
KO icon
23
Coca-Cola
KO
$377B
70 1,434 1,364 15.3%
BRK.A icon
24
Berkshire Hathaway Class A
BRK.A
$1.08T
55 149 94 5.21%
QQQ icon
25
Invesco QQQ Trust
QQQ
$486B
51 1,592 1,541 26.7%