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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘25
AAPL icon
1
Apple
AAPL
$4.96T
680 2,888 2,208 65.6%
FTV icon
2
Fortive
FTV
$16.8B
536 623 87 6.77%
DIS icon
3
Walt Disney
DIS
$182B
518 1,553 1,035 14.9%
IWM icon
4
iShares Russell 2000 ETF
IWM
$76.5B
274 1,016 742 30%
INTC icon
5
Intel
INTC
$610B
260 930 670 415%
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$104B
258 1,179 921 25.9%
JNJ icon
7
Johnson & Johnson
JNJ
$656B
258 1,892 1,634 78.2%
MMM icon
8
3M
MMM
$87.2B
254 909 655 11.1%
UNP icon
9
Union Pacific
UNP
$163B
252 1,179 927 19.2%
MRK icon
10
Merck
MRK
$367B
240 1,541 1,301 88.1%
IBB icon
11
iShares Biotechnology ETF
IBB
$10.8B
215 352 137 66.5%
BMY icon
12
Bristol-Myers Squibb
BMY
$129B
210 1,035 825 36.5%
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
201 757 556 27%
J icon
14
Jacobs Solutions
J
$16.1B
199 455 256 4.5%
MOAT icon
15
VanEck Morningstar Wide Moat ETF
MOAT
$11.4B
198 365 167 14.3%
PEP icon
16
PepsiCo
PEP
$175B
198 1,513 1,315 2.92%
GM icon
17
General Motors
GM
$71.3B
189 581 392 65.2%
MDY icon
18
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
187 519 332 16.7%
CMCSA icon
19
Comcast
CMCSA
$77.4B
186 1,054 868 38.9%
COWZ icon
20
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
185 433 248 22.1%
CSX icon
21
CSX Corp
CSX
$86.8B
185 702 517 43.5%
PPLI
22
People Inc
PPLI
$2.96B
182 233 51 6.53%
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$78.4B
181 764 583 29.5%
EMXC icon
24
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
178 409 231 58.2%
XLE icon
25
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
175 796 621 46.5%