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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘26
AAPL icon
1
Apple
AAPL
$4.94T
650 3,084 2,434 33.3%
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.15T
489 2,412 1,923 18.2%
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.19T
468 2,714 2,246 19.2%
JNJ icon
4
Johnson & Johnson
JNJ
$655B
444 2,163 1,719 11.3%
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$817B
314 2,035 1,721 17.7%
QCOM icon
6
Qualcomm
QCOM
$200B
304 1,309 1,005 45.6%
XOM icon
7
ExxonMobil
XOM
$668B
280 2,111 1,831 4.21%
CAT icon
8
Caterpillar
CAT
$377B
258 1,550 1,292 15.7%
WMT icon
9
Walmart Inc
WMT
$863B
245 1,978 1,733 12.5%
UNH icon
10
UnitedHealth
UNH
$339B
193 1,400 1,207 39.6%
MA icon
11
Mastercard
MA
$498B
191 1,585 1,394 13.7%
AMAT icon
12
Applied Materials
AMAT
$386B
183 1,161 978 42.4%
LRCX icon
13
Lam Research
LRCX
$394B
180 1,081 901 47.2%
BAC icon
14
Bank of America
BAC
$388B
171 1,543 1,372 13.8%
KLAC icon
15
KLA
KLAC
$247B
158 830 672 28.5%
JPM icon
16
JPMorgan Chase
JPM
$895B
150 2,287 2,137 14.4%
AXP icon
17
American Express
AXP
$207B
143 1,224 1,081 1.27%
WFC icon
18
Wells Fargo
WFC
$244B
135 1,189 1,054 1.51%
MRK icon
19
Merck
MRK
$367B
126 1,593 1,467 23.6%
TMO icon
20
Thermo Fisher Scientific
TMO
$251B
116 1,098 982 38.1%
CSCO icon
21
Cisco
CSCO
$421B
104 1,623 1,519 37.6%
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.08T
86 2,044 1,958 4.99%
INTC icon
23
Intel
INTC
$613B
72 982 910 163%
KO icon
24
Coca-Cola
KO
$375B
71 1,441 1,370 14.6%
BRK.A icon
25
Berkshire Hathaway Class A
BRK.A
$1.08T
55 149 94 4.98%