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Holdings (Monthly) Guide ↗

Stock Portfolio

Monthly Holdings $786M AUM 58 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 334,299 $66.9M 8.52% EC
2 Alphabet Inc 02079K107 Jun 2026 145,739 $51.5M 6.56% EC
3 Apple Inc 037833100 Jun 2026 157,325 $45.5M 5.80% EC
4 Microsoft Corp 594918104 Jun 2026 102,129 $38.1M 4.85% EC
5 Amazon.com Inc 023135106 Jun 2026 154,374 $36.8M 4.69% EC
6 Broadcom Inc 11135F101 Jun 2026 83,073 $31.4M 4.00% EC
7 JPMorgan Chase & Co 46625H100 Jun 2026 75,829 $24.8M 3.16% EC
8 Eli Lilly & Co 532457108 Jun 2026 18,059 $21.7M 2.76% EC
9 Visa Inc 92826C839 Jun 2026 62,138 $21.3M 2.71% EC
10 Coca-Cola Co/The 191216100 Jun 2026 257,531 $20.9M 2.67% EC
11 Lam Research Corp 512807306 Jun 2026 43,568 $18.9M 2.40% EC
12 Meta Platforms Inc 30303M102 Jun 2026 31,123 $17.5M 2.23% EC
13 Micron Technology Inc 595112103 Jun 2026 15,041 $17.4M 2.21% EC
14 AbbVie Inc 00287Y109 Jun 2026 63,707 $16.0M 2.04% EC
15 Eaton Corp PLC 000000000 Jun 2026 36,121 $15.4M 1.96% EC
16 Amphenol Corp 032095101 Jun 2026 79,739 $14.1M 1.79% EC
17 UnitedHealth Group Inc 91324P102 Jun 2026 33,726 $14.0M 1.78% EC
18 Palo Alto Networks Inc 697435105 Jun 2026 41,025 $14.0M 1.78% EC
19 Advanced Micro Devices Inc 007903107 Jun 2026 23,201 $13.5M 1.72% EC
20 Linde PLC 000000000 Jun 2026 24,546 $12.7M 1.62% EC
21 ConocoPhillips 20825C104 Jun 2026 119,850 $12.5M 1.59% EC
22 Johnson & Johnson 478160104 Jun 2026 48,417 $12.3M 1.57% EC
23 Analog Devices Inc 032654105 Jun 2026 27,507 $10.9M 1.39% EC
24 TJX Cos Inc/The 872540109 Jun 2026 69,257 $10.5M 1.34% EC
25 Siemens Energy AG 000000000 Jun 2026 53,259 $10.2M 1.29% EC
26 Marriott International Inc/MD 571903202 Jun 2026 27,092 $10.0M 1.28% EC
27 Walmart Inc 931142103 Jun 2026 88,485 $10.0M 1.28% EC
28 Netflix Inc 64110L106 Jun 2026 138,370 $9.9M 1.26% EC
29 Live Nation Entertainment Inc 538034109 Jun 2026 52,571 $9.6M 1.23% EC
30 Valero Energy Corp 91913Y100 Jun 2026 36,810 $9.6M 1.22% EC
31 AMETEK Inc 031100100 Jun 2026 37,921 $9.2M 1.17% EC
32 Carrier Global Corp 14448C104 Jun 2026 124,696 $9.1M 1.16% EC
33 Seagate Technology Holdings PLC 000000000 Jun 2026 9,278 $9.0M 1.14% EC
34 Burlington Stores Inc 122017106 Jun 2026 26,860 $8.5M 1.08% EC
35 HEICO Corp 422806109 Jun 2026 23,839 $8.5M 1.08% EC
36 Arista Networks Inc 040413205 Jun 2026 49,933 $8.5M 1.08% EC
37 Tradeweb Markets Inc 892672106 Jun 2026 85,057 $8.5M 1.08% EC
38 Synopsys Inc 871607107 Jun 2026 18,135 $8.1M 1.03% EC
39 IDACORP Inc 451107106 Jun 2026 53,318 $8.1M 1.03% EC
40 Iron Mountain Inc 46284V101 Jun 2026 61,848 $7.8M 0.99% EC
41 Domino's Pizza Inc 25754A201 Jun 2026 25,403 $7.5M 0.96% EC
42 Primoris Services Corp 74164F103 Jun 2026 61,784 $6.1M 0.78% EC
43 Parker-Hannifin Corp 701094104 Jun 2026 6,088 $6.0M 0.76% EC
44 Entergy Corp 29364G103 Jun 2026 49,522 $5.7M 0.72% EC
45 Quest Diagnostics Inc 74834L100 Jun 2026 26,130 $5.5M 0.71% EC
46 L3Harris Technologies Inc 502431109 Jun 2026 18,556 $5.4M 0.69% EC
47 Rocket Cos Inc 77311W101 Jun 2026 316,838 $5.0M 0.64% EC
48 Argenx SE 04016X101 Jun 2026 5,257 $4.9M 0.62% EC
49 Evercore Inc 29977A105 Jun 2026 13,800 $4.7M 0.60% EC
50 EQT Corp 26884L109 Jun 2026 80,015 $4.3M 0.54% EC
51 Waste Connections Inc 94106B101 Jun 2026 25,474 $4.2M 0.54% EC
52 Liberty Media Corp-Liberty Formula One 531229755 Jun 2026 44,608 $4.2M 0.54% EC
53 LPL Financial Holdings Inc 50212V100 Jun 2026 14,494 $4.1M 0.52% EC
54 FirstService Corp 33767E202 Jun 2026 28,236 $4.0M 0.51% EC
55 Intercontinental Exchange Inc 45866F104 Jun 2026 31,542 $3.9M 0.49% EC
56 Space Exploration Technologies Corp 84615Q103 Jun 2026 20,252 $3.5M 0.44% EC
57 Cerebras Systems Inc 15675D103 Jun 2026 13,773 $3.0M 0.39% EC
58 Morgan Stanley & Co. LLC 61747C707 Jun 2026 388,125 $388K 0.05% STIV