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Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Meta Platforms, Inc. FBCommon8,736,9091,565,1932,498,930,714,000982,256,214,0001.26  Hist 06/30/2023
ADVANCED MICRO DEVICES INC AMDCommon19,463,6124,837,1242,253,676,214,000898,189,950,0001.141.21 Hist 06/30/2023
Tesla, Inc. TSLACOM8,496,632464,2982,377,527,567,000887,368,963,0001.20  Hist 06/30/2023
WELLS FARGO & COMPANY/MN WFC/PLCommon669,205563,603769,585,357,000646,685,749,0000.390.02 Hist 06/30/2023
Alphabet Inc. GOOGCOM23,660,3922,599,9772,852,941,839,000643,766,619,0001.44  Hist 06/30/2023
Accenture plc ACNCOM2,981,2541,179,354925,622,850,000416,384,407,0000.470.45 Hist 06/30/2023
Broadcom Ltd AVGOCOM1,197,577111,0671,049,604,387,000366,178,731,0000.53  Hist 06/30/2023
TECK RESOURCES LTD TCKCommon10,280,0687,815,041436,902,894,000332,804,804,0000.22  Hist 06/30/2023
LAM RESEARCH CORP LRCXCommon1,471,050191,074955,366,921,000312,742,546,0000.481.09 Hist 06/30/2023
COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSHCommon7,865,6884,330,908515,674,505,000301,254,749,0000.26  Hist 06/30/2023
INTUIT INC. INTUCommon1,260,358601,643569,365,370,000279,874,727,0000.290.45 Hist 06/30/2023
LINDE PLC LINSHS2,261,695519,973855,282,579,000235,908,818,0000.430.46 Hist 06/30/2023
NETFLIX INC NFLXCommon1,540,323218,625679,960,185,000227,476,876,0000.340.35 Hist 06/30/2023
BJS WHOLESALE CLUB INC BJCommon3,660,8933,472,457230,053,950,000215,687,589,0000.12  Hist 06/30/2023
ROCKWELL AUTOMATION, INC ROKCommon2,247,301309,357740,417,021,000209,688,948,0000.371.96 Hist 06/30/2023
Xylem Inc. XYLCommon5,015,8291,496,597562,146,120,000204,621,283,0000.282.78 Hist 06/30/2023
O REILLY AUTOMOTIVE INC ORLYCOM855,789147,213811,063,001,000203,489,480,0000.411.41 Hist 06/30/2023
Ferrari N.V. RACECOM2,082,874315,526678,746,152,000200,590,150,0000.340.85 Hist 06/30/2023
MICROCHIP TECHNOLOGY INC MCHPCommon3,849,4281,857,553349,104,490,000190,710,377,0000.180.71 Hist 06/30/2023
BOSTON SCIENTIFIC CORP BSXCommon16,689,0642,721,748893,532,487,000184,830,874,0000.451.16 Hist 06/30/2023
Uber Technologies, Inc UBERCommon Stock7,448,6552,941,330320,987,821,000180,719,867,0000.16  Hist 06/30/2023
BIOGEN INC. BIIBCommon1,187,313609,020338,906,623,000174,677,194,0000.17  Hist 06/30/2023
Mastercard Inc MACL A3,460,504186,4931,363,300,156,000172,247,691,0000.69  Hist 06/30/2023
PROLOGIS PLDCommon Stock4,558,5621,263,934564,577,772,000161,743,454,0000.29  Hist 06/30/2023
Walmart Inc. WMTCommon4,488,113823,895710,018,939,000161,596,323,0000.360.17 Hist 06/30/2023
CHIPOTLE MEXICAN GRILL INC CMGCl A141,30458,945300,064,695,000160,266,881,0000.15  Hist 06/30/2023
NXP Semiconductors N.V. NXPICOM1,890,854592,980390,466,089,000159,785,353,0000.200.73 Hist 06/30/2023
HOME DEPOT, INC. HDCommon5,534,576137,5531,715,833,381,000157,842,215,0000.870.55 Hist 06/30/2023
Live Nation Entertainment, Inc. LYVCommon4,266,083837,302391,401,980,000155,490,655,0000.201.84 Hist 06/30/2023
Palo Alto Networks Inc PANWCOM1,955,005174,972497,822,472,000152,175,665,0000.250.64 Hist 06/30/2023
DoorDash, Inc. DASHCOM2,797,8241,583,222220,216,727,000146,296,049,0000.11  Hist 06/30/2023
HERSHEY CO HSYCommon1,962,429616,059494,002,253,000144,713,484,0000.25  Hist 06/30/2023
SYNOPSYS INC SNPSCommon1,177,632208,540511,104,064,000144,438,415,0000.260.77 Hist 06/30/2023
MARSH & MCLENNAN COMPANIES, INC. MMCCommon2,237,203628,513414,822,903,000144,241,704,0000.21  Hist 06/30/2023
CONSTELLATION BRANDS, INC. STZCL A744,120553,870184,147,376,000142,018,415,0000.09  Hist 06/30/2023
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