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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘24
WFC icon
26
Wells Fargo
WFC
$258B
146 927 781 51.2%
MCK icon
27
McKesson
MCK
$104B
146 661 515 81%
MDT icon
28
Medtronic
MDT
$118B
146 906 760 2.6%
XLE icon
29
State Street Energy Select Sector SPDR ETF
XLE
$41.1B
139 774 635 42.3%
OTIS icon
30
Otis Worldwide
OTIS
$27.5B
137 492 355 30.4%
RTX icon
31
RTX Corp
RTX
$286B
136 1,080 944 75.1%
KMB icon
32
Kimberly-Clark
KMB
$36.8B
136 713 577 22.3%
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$76.1B
136 690 554 44.9%
EW icon
34
Edwards Lifesciences
EW
$52.6B
130 500 370 38.4%
DOW icon
35
Dow Inc
DOW
$21.9B
128 644 516 44.6%
JPM icon
36
JPMorgan Chase
JPM
$951B
128 1,867 1,739 69.7%
WBD icon
37
Warner Bros
WBD
$72.1B
121 477 356 249%
UPS icon
38
United Parcel Service
UPS
$90.1B
120 941 821 22.4%
EFAV icon
39
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.52B
119 212 93 23%
NSC icon
40
Norfolk Southern
NSC
$79.3B
118 598 480 42.1%
ABT icon
41
Abbott
ABT
$198B
118 1,201 1,083 0.28%
BKNG icon
42
Booking.com
BKNG
$157B
115 680 565 24.4%
AFL icon
43
Aflac
AFL
$58.9B
115 592 477 5.13%
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.14T
111 1,731 1,620 102%
BMY icon
45
Bristol-Myers Squibb
BMY
$138B
110 931 821 30.9%
ORLY icon
46
O'Reilly Automotive
ORLY
$72.7B
110 559 449 17%
HHH icon
47
Howard Hughes
HHH
$3.92B
110 166 56 15.2%
FISV
48
Fiserv Inc
FISV
$28B
108 697 589 70.7%
BIIB icon
49
Biogen
BIIB
$32.6B
108 378 270 13.7%
ADM icon
50
Archer Daniels Midland
ADM
$38.5B
108 426 318 33.7%