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Holding1,092 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Nvidia NVDA | Semiconductors Technology | $13.0B 5.18% | 0.338% 82.5M shares | 90.7M → 82.5M −$1.3B | -9.07% | $3.61T Mega Cap | Q4 2017 Held for 7y 10m |
2  Microsoft MSFT | Software - Infrastructure Technology | $12.1B 4.8% | 0.327% 24.3M shares | 25.2M → 24.3M −$447.8M | -3.57% | $3.64T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
3  Apple AAPL | Consumer Electronics Technology | $11.0B 4.36% | 0.359% 53.6M shares | 53.3M → 53.6M +$54.8M | +0.5% | $2.99T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
4  Vanguard Intermediate-Term Corporate Bond VCIT | ETF ETF | $8.5B 3.37% | — 102.3M shares | 97.4M → 102.3M +$402.2M | +4.98% | — — | ≤ Q2 2013 Held for 12y 4m+ |
5  Amazon AMZN | Specialty Retail Consumer Cyclical | $7.1B 2.83% | 0.306% 32.5M shares | 32.6M → 32.5M −$21.3M | -0.3% | $2.26T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
6  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $6.5B 2.57% | 0.302% 36.7M shares | 37.0M → 36.7M −$58.4M | -0.89% | $2.04T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
7  iShares 7-10 Year Treasury Bond IEF | ETF ETF | $5.5B 2.19% | — 57.7M shares | 55.0M → 57.7M +$257.3M | +4.89% | — — | Q1 2021 Held for 4y 7m |
8  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $4.7B 1.86% | 0.253% 6.4M shares | 6.5M → 6.4M −$69.5M | -1.46% | $1.79T Mega Cap | Q1 2014 Held for 11y 7m |
9  Goldman Sachs Group GS | Financial - Capital Markets Financial Services | $4.6B 1.84% | 2.13% 6.5M shares | 6.3M → 6.5M +$161.1M | +3.61% | $203.16B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
10  JPMorgan Chase JPM | Banks - Diversified Financial Services | $4.5B 1.77% | 0.553% 15.4M shares | 18.4M → 15.4M −$867.9M | -16.3% | $781.64B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
11 SAP SAP SAP | Unknown Unknown | $4.3B 1.71% | — 14.2M shares | 13.0M → 14.2M +$353.9M | +8.96% | — — | Q1 2023 Held for 2y 7m |
12  Taiwan Semiconductor Manufacturing Company TSM | Semiconductors Technology | $4.0B 1.59% | — 17.7M shares | 18.0M → 17.7M −$77.1M | -1.89% | — — | Q1 2023 Held for 2y 7m |
13  Walmart WMT | Discount Stores Consumer Defensive | $3.9B 1.54% | 0.497% 39.7M shares | 39.9M → 39.7M −$24.8M | -0.64% | $782.08B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
14  Caterpillar CAT | Agricultural - Machinery Industrials | $3.7B 1.45% | 2.0% 9.4M shares | 9.2M → 9.4M +$80.8M | +2.26% | $175.44B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
15  Home Depot HD | Home Improvement Consumer Cyclical | $3.6B 1.45% | 0.998% 9.9M shares | 9.7M → 9.9M +$93.7M | +2.64% | $358.59B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
16  Broadcom Inc. AVGO | Semiconductors Technology | $3.4B 1.35% | 0.263% 12.4M shares | 12.4M → 12.4M −$10.5M | -0.31% | $1.24T Mega Cap | Q2 2017 Held for 8y 4m |
17 ASML ASML ASML | Unknown Unknown | $3.4B 1.35% | — 4.2M shares | 4.0M → 4.2M +$201.1M | +6.28% | — — | Q1 2023 Held for 2y 7m |
18  Morgan Stanley MS | Financial - Capital Markets Financial Services | $3.4B 1.34% | 1.5% 24.0M shares | 23.3M → 24.0M +$105.5M | +3.22% | $218.03B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
19  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $3.4B 1.33% | 0.479% 4.3M shares | 5.4M → 4.3M −$885.5M | -20.89% | $698.51B Mega Cap | Q4 2013 Held for 11y 10m |
20  Exxon Mobil XOM | Oil & Gas Integrated Energy | $3.3B 1.32% | 0.716% 30.9M shares | 30.4M → 30.9M +$47.3M | +1.44% | $466.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
21  Costco Wholesale COST | Discount Stores Consumer Defensive | $3.1B 1.22% | 0.701% 3.1M shares | 3.1M → 3.1M −$20.6M | -0.67% | $444.33B Mega Cap | Q3 2014 Held for 11y 1m |
22  Raytheon Technologies RTX | Aerospace & Defense Industrials | $3.0B 1.19% | 1.54% 20.6M shares | 19.8M → 20.6M +$122.3M | +4.24% | $189.51B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
23  Chevron CVX | Oil & Gas Integrated Energy | $3.0B 1.18% | 1.2% 20.8M shares | 20.4M → 20.8M +$54.3M | +1.85% | $248.63B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
24  American Express AXP | Financial - Credit Services Financial Services | $2.8B 1.11% | 1.25% 8.7M shares | 9.0M → 8.7M −$75.8M | -2.65% | $216.05B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
25  Citigroup C | Banks - Diversified Financial Services | $2.7B 1.09% | 1.72% 32.2M shares | 31.2M → 32.2M +$84.1M | +3.17% | $151.55B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
26  Netflix NFLX | Entertainment Communication Services | $2.7B 1.07% | 0.475% 2.0M shares | 2.1M → 2.0M −$57.3M | -2.08% | $544.35B Mega Cap | Q3 2016 Held for 9y 1m |
27  Freeport-McMoRan Inc. FCX | Copper Basic Materials | $2.7B 1.07% | 4.34% 62.4M shares | 60.4M → 62.4M +$83.5M | +3.19% | $60.3B Large Cap | Q1 2018 Held for 7y 7m |
28 SONY Sony Group Corporation SONY | Unknown Unknown | $2.7B 1.05% | — 101.9M shares | 85.6M → 101.9M +$423.8M | +19.02% | — — | Q1 2023 Held for 2y 7m |
29  Visa V | Financial - Credit Services Financial Services | $2.6B 1.02% | 0.372% 7.3M shares | 7.1M → 7.3M +$41.8M | +1.65% | $686.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
30  Bank of America BAC | Banks - Diversified Financial Services | $2.4B 0.966% | 0.683% 51.4M shares | 48.8M → 51.4M +$121.0M | +5.24% | $351.44B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
31  Mastercard MA | Financial - Credit Services Financial Services | $2.4B 0.948% | 0.468% 4.2M shares | 4.2M → 4.2M +$4.6M | +0.19% | $506.28B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
32  Intuit INTU | Software - Application Technology | $2.2B 0.867% | 0.994% 2.8M shares | 3.2M → 2.8M −$355.5M | -14.0% | $211.73B Mega Cap | Q3 2017 Held for 8y 1m |
33  Intuitive Surgical ISRG | Medical - Instruments & Supplies Healthcare | $2.1B 0.83% | 1.07% 3.8M shares | 4.0M → 3.8M −$107.8M | -4.9% | $187.48B Large Cap | Q1 2018 Held for 7y 7m |
34  Blackrock BLK | Asset Management Financial Services | $2.1B 0.819% | 1.27% 2.0M shares | 2.0M → 2.0M −$18.5M | -0.89% | $155.70B Large Cap | Q2 2014 Held for 11y 4m |
35  iShares MBS MBB | ETF ETF | $2.0B 0.794% | — 21.3M shares | 21.0M → 21.3M +$23.9M | +1.21% | — — | ≤ Q2 2013 Held for 12y 4m+ |
36  Merck & Co. MRK | Drug Manufacturers - General Healthcare | $2.0B 0.786% | 0.996% 25.0M shares | 24.4M → 25.0M +$45.0M | +2.32% | $201.69B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
37  UBS Group UBS | Banks - Diversified Financial Services | $2.0B 0.784% | 1.83% 58.4M shares | 50.0M → 58.4M +$285.7M | +16.9% | $102.17B Large Cap | Q3 2024 Held for 1y 1m |
38  Charles Schwab Corporation SCHW | Financial - Capital Markets Financial Services | $2.0B 0.774% | 1.18% 21.4M shares | 21.2M → 21.4M +$19.3M | +1.0% | $162.29B Large Cap | Q2 2021 Held for 4y 4m |
39  Oracle ORCL | Software - Infrastructure Technology | $1.9B 0.771% | 0.316% 8.9M shares | 17.6M → 8.9M −$1.9B | -49.51% | $604.66B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
40 BP BP BP | Unknown Unknown | $1.9B 0.766% | — 64.4M shares | 61.0M → 64.4M +$103.1M | +5.65% | — — | Q1 2023 Held for 2y 7m |
41  Spotify Technology SPOT | Internet Content & Information Communication Services | $1.9B 0.758% | 1.21% 2.5M shares | 2.0M → 2.5M +$353.1M | +22.68% | $153.77B Large Cap | Q1 2025 Held for 7 months |
42 SHEL Shell plc SHEL | Unknown Unknown | $1.9B 0.738% | — 26.4M shares | 25.5M → 26.4M +$61.9M | +3.45% | — — | Q1 2023 Held for 2y 7m |
43  Adobe ADBE | Software - Infrastructure Technology | $1.8B 0.702% | 1.08% 4.6M shares | 4.6M → 4.6M −$29.9M | -1.66% | $162.19B Large Cap | Q1 2018 Held for 7y 7m |
44  Johnson Controls International JCI | Construction Industrials | $1.8B 0.696% | 2.52% 16.6M shares | 16.2M → 16.6M +$45.5M | +2.66% | $68.2B Large Cap | Q3 2022 Held for 3y 1m |
45  Procter & Gamble PG | Household & Personal Products Consumer Defensive | $1.7B 0.694% | 0.468% 11.0M shares | 11.4M → 11.0M −$74.1M | -4.07% | $375.97B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
46  ServiceNow NOW | Software - Application Technology | $1.7B 0.668% | 0.79% 1.6M shares | 1.7M → 1.6M −$43.5M | -2.52% | $206.39B Mega Cap | Q2 2014 Held for 11y 4m |
47  Capital One Financial COF | Financial - Credit Services Financial Services | $1.6B 0.646% | 1.2% 7.7M shares | 8.2M → 7.7M −$109.8M | -6.32% | $132.00B Large Cap | Q3 2015 Held for 10y 1m |
48  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $1.6B 0.646% | 0.575% 5.2M shares | 5.3M → 5.2M −$11.6M | -0.71% | $277.24B Mega Cap | Q1 2016 Held for 9y 7m |
49  Abbott ABT | Medical - Devices Healthcare | $1.6B 0.641% | 0.682% 11.9M shares | 11.7M → 11.9M +$28.5M | +1.8% | $240.24B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
50 BCS Barclays BCS | Unknown Unknown | $1.5B 0.613% | — 83.1M shares | 73.4M → 83.1M +$180.2M | +13.21% | — — | Q1 2023 Held for 2y 7m |