+37
New
37
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | Apr 2025 | 65,000 | $7.1M | 7.31% | EC |
| 2 | Visa Inc | V | Apr 2025 | 15,000 | $5.2M | 5.35% | EC |
| 3 | Apple Inc | AAPL | Apr 2025 | 21,000 | $4.5M | 4.61% | EC |
| 4 | TRANE TECHNOLOGIES PLC | TT | Apr 2025 | 11,000 | $4.2M | 4.35% | EC |
| 5 | KLA-Tencor Corp | KLAC | Apr 2025 | 6,000 | $4.2M | 4.35% | EC |
| 6 | Mastercard Inc | MA | Apr 2025 | 7,000 | $3.8M | 3.96% | EC |
| 7 | Intuit Inc | INTU | Apr 2025 | 5,000 | $3.1M | 3.24% | EC |
| 8 | Waste Management Inc | WM | Apr 2025 | 13,000 | $3.0M | 3.13% | EC |
| 9 | Air Products & Chemicals Inc | APD | Apr 2025 | 11,000 | $3.0M | 3.08% | EC |
| 10 | QUALCOMM Inc | QCOM | Apr 2025 | 20,000 | $3.0M | 3.07% | EC |
| 11 | JPMorgan Chase & Co | JPM | Apr 2025 | 12,000 | $2.9M | 3.03% | EC |
| 12 | Lam Research Corp | LRCX | Apr 2025 | 40,000 | $2.9M | 2.96% | EC |
| 13 | Exelon Corp | EXC | Apr 2025 | 60,000 | $2.8M | 2.91% | EC |
| 14 | Kimberly-Clark Corp | KMB | Apr 2025 | 21,000 | $2.8M | 2.86% | EC |
| 15 | Cisco Systems Inc | CSCO | Apr 2025 | 45,000 | $2.6M | 2.68% | EC |
| 16 | Cloudflare Inc | NET | Apr 2025 | 21,000 | $2.5M | 2.62% | EC |
| 17 | S&P Global Inc | SPGI | Apr 2025 | 5,000 | $2.5M | 2.58% | EC |
| 18 | Microsoft Corp | MSFT | Apr 2025 | 6,000 | $2.4M | 2.45% | EC |
| 19 | NextEra Energy Inc | NEE | Apr 2025 | 35,000 | $2.3M | 2.42% | EC |
| 20 | Deere & Co | DE | Apr 2025 | 5,000 | $2.3M | 2.39% | EC |
| 21 | Lowe's Cos Inc | LOW | Apr 2025 | 10,000 | $2.2M | 2.31% | EC |
| 22 | Home Depot Inc/The | HD | Apr 2025 | 6,000 | $2.2M | 2.23% | EC |
| 23 | Thermo Fisher Scientific Inc | TMO | Apr 2025 | 5,000 | $2.1M | 2.22% | EC |
| 24 | DigitalOcean Holdings Inc | DOCN | Apr 2025 | 65,000 | $2.0M | 2.07% | EC |
| 25 | Kinder Morgan Inc/DE | KMI | Apr 2025 | 75,000 | $2.0M | 2.04% | EC |
| 26 | AT&T Inc | T | Apr 2025 | 65,000 | $1.8M | 1.86% | EC |
| 27 | Target Corp | TGT | Apr 2025 | 18,000 | $1.7M | 1.80% | EC |
| 28 | Advanced Micro Devices Inc | AMD | Apr 2025 | 17,000 | $1.7M | 1.71% | EC |
| 29 | UnitedHealth Group Inc | UNH | Apr 2025 | 4,000 | $1.6M | 1.70% | EC |
| 30 | PNC Financial Services Group Inc/The | PNC | Apr 2025 | 10,000 | $1.6M | 1.66% | EC |
| 31 | Edwards Lifesciences Corp | EW | Apr 2025 | 20,000 | $1.5M | 1.56% | EC |
| 32 | PepsiCo Inc | PEP | Apr 2025 | 11,000 | $1.5M | 1.54% | EC |
| 33 | FedEx Corp | FDX | Apr 2025 | 7,000 | $1.5M | 1.52% | EC |
| 34 | CyberArk Software Ltd | CYBR | Apr 2025 | 4,000 | $1.4M | 1.45% | EC |
| 35 | Monday.com Ltd | MNDY | Apr 2025 | 5,000 | $1.4M | 1.45% | EC |
| 36 | Caterpillar Inc | CAT | Apr 2025 | 4,000 | $1.2M | 1.28% | EC |
| 37 | Bank of America Corp | BAC | Apr 2025 | 30,000 | $1.2M | 1.24% | EC |