| AAPL |
Apple Inc. |
3.48T |
7.03% |
|
|
|
|
|
228.84 |
3.69% |
24.86% |
30.14% |
|---|
| MSFT |
Microsoft Corporation |
3.27T |
5.48% |
|
|
|
|
|
439.60 |
2.04% |
21.85% |
18.47% |
|---|
| AMZN |
Amazon.com, Inc. |
1.99T |
5.35% |
|
|
|
|
|
189.27 |
1.52% |
27.95% |
15.90% |
|---|
| GOOGL |
Alphabet Inc. |
2.01T |
4.37% |
|
|
|
|
|
162.90 |
1.93% |
27.45% |
26.67% |
|---|
| NVDA |
NVIDIA Corporation |
2.92T |
3.50% |
|
|
|
|
|
119.00 |
4.96% |
48.67% |
26.30% |
|---|
|
Cash and Equivalents |
|
3.45% |
|
|
|
|
|
|
|
|
|
|---|
| META |
Meta Platforms, Inc. |
1.41T |
3.35% |
|
|
|
|
|
557.88 |
3.70% |
32.63% |
19.40% |
|---|
| BLK |
BlackRock, Inc. |
138.85B |
3.27% |
|
|
|
|
|
937.34 |
1.59% |
25.07% |
36.96% |
|---|
| PYPL |
PayPal Holdings, Inc. |
79.08B |
3.13% |
|
|
|
|
|
77.36 |
5.79% |
32.67% |
12.08% |
|---|
| BKNG |
Booking Holdings Inc. |
135.29B |
3.07% |
|
|
|
|
|
4,035.62 |
0.18% |
23.70% |
44.67% |
|---|
| UBER |
Uber Technologies, Inc. |
159.10B |
2.96% |
|
|
|
|
|
75.73 |
3.03% |
39.02% |
25.68% |
|---|
| UNH |
UnitedHealth Group Incorporated |
532.54B |
2.87% |
|
|
|
|
|
576.70 |
-0.68% |
30.51% |
81.43% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
44.54B |
2.37% |
|
|
|
|
|
913.61 |
6.16% |
45.18% |
38.77% |
|---|
| LRCX |
Lam Research Corporation |
103.00B |
2.33% |
|
|
|
|
|
793.05 |
4.92% |
45.18% |
60.70% |
|---|
| MSCI |
MSCI Inc. |
43.48B |
2.28% |
|
|
|
|
|
552.84 |
0.23% |
25.84% |
32.81% |
|---|
| NOW |
ServiceNow, Inc. |
188.94B |
2.20% |
|
|
|
|
|
917.17 |
3.01% |
32.53% |
37.48% |
|---|
| HD |
The Home Depot, Inc. |
385.46B |
2.06% |
|
|
|
|
|
388.07 |
1.06% |
24.77% |
25.35% |
|---|
| MS |
Morgan Stanley |
163.03B |
2.04% |
|
|
|
|
|
100.77 |
1.48% |
31.73% |
56.56% |
|---|
| NFLX |
Netflix, Inc. |
304.62B |
2.04% |
|
|
|
|
|
709.80 |
2.80% |
45.46% |
68.40% |
|---|
| MA |
Mastercard Incorporated |
452.07B |
1.98% |
|
|
|
|
|
493.14 |
-0.33% |
21.05% |
32.31% |
|---|
| TWLO |
Twilio Inc. |
10.07B |
1.93% |
|
|
|
|
|
62.70 |
3.64% |
34.39% |
10.31% |
|---|
| RH |
RH |
6.42B |
1.91% |
|
|
|
|
|
347.10 |
3.71% |
46.24% |
14.52% |
|---|
| DOCU |
DocuSign, Inc. |
11.74B |
1.91% |
|
|
|
|
|
57.82 |
2.08% |
30.62% |
4.79% |
|---|
| DBX |
Dropbox, Inc. |
7.98B |
1.88% |
|
|
|
|
|
24.53 |
0.16% |
31.30% |
29.23% |
|---|
| CRM |
Salesforce, Inc. |
255.51B |
1.72% |
|
|
|
|
|
267.27 |
5.88% |
28.88% |
17.00% |
|---|
| AMAT |
Applied Materials, Inc. |
161.50B |
1.69% |
|
|
|
|
|
195.90 |
5.24% |
43.52% |
44.31% |
|---|
| MU |
Micron Technology, Inc. |
98.89B |
1.49% |
|
|
|
|
|
89.18 |
2.10% |
61.31% |
69.01% |
|---|
| ABBV |
AbbVie Inc. |
341.65B |
1.32% |
|
|
|
|
|
193.42 |
0.25% |
26.55% |
60.70% |
|---|
| LMT |
Lockheed Martin Corporation |
134.41B |
1.26% |
|
|
|
|
|
563.88 |
-0.28% |
23.53% |
39.00% |
|---|
| PSX |
Phillips 66 |
55.56B |
1.22% |
|
|
|
|
|
132.74 |
1.86% |
27.70% |
26.90% |
|---|
| AVGO |
Broadcom Inc. |
787.18B |
1.19% |
|
|
|
|
|
168.54 |
4.59% |
42.11% |
39.13% |
|---|
| Z |
Zillow Group, Inc. |
15.49B |
1.18% |
|
|
|
|
|
67.49 |
3.66% |
42.90% |
11.70% |
|---|
| PANW |
Palo Alto Networks, Inc. |
109.39B |
1.12% |
|
|
|
|
|
335.95 |
1.88% |
33.67% |
16.57% |
|---|
| FIS |
Fidelity National Information Services, ... |
45.81B |
1.12% |
|
|
|
|
|
83.97 |
-0.54% |
24.47% |
18.52% |
|---|
| VRTX |
Vertex Pharmaceuticals Incorporated |
123.67B |
1.12% |
|
|
|
|
|
479.14 |
1.05% |
25.67% |
48.32% |
|---|
| CTSH |
Cognizant Technology Solutions Corporati... |
37.40B |
1.10% |
|
|
|
|
|
75.45 |
0.13% |
25.74% |
42.61% |
|---|
| PHM |
PulteGroup, Inc. |
29.74B |
1.07% |
|
|
|
|
|
143.31 |
1.64% |
34.60% |
37.57% |
|---|
| SNOW |
Snowflake Inc. |
38.46B |
1.02% |
|
|
|
|
|
114.73 |
3.57% |
41.98% |
14.39% |
|---|
| TDG |
TransDigm Group Incorporated |
78.28B |
1.00% |
|
|
|
|
|
1,395.16 |
1.56% |
26.73% |
46.44% |
|---|
| MCD |
McDonald's Corporation |
209.34B |
1.00% |
|
|
|
|
|
291.83 |
-0.07% |
19.29% |
40.83% |
|---|
| V |
Visa Inc. |
565.85B |
0.97% |
|
|
|
|
|
286.38 |
-0.73% |
21.29% |
30.87% |
|---|
| URI |
United Rentals, Inc. |
52.16B |
0.96% |
|
|
|
|
|
788.69 |
1.99% |
39.91% |
31.55% |
|---|
| BIIB |
Biogen Inc. |
29.35B |
0.92% |
|
|
|
|
|
201.52 |
1.99% |
27.31% |
24.65% |
|---|
| FTV |
Fortive Corporation |
26.97B |
0.91% |
|
|
|
|
|
76.97 |
1.66% |
44.47% |
36.63% |
|---|
| STZ |
Constellation Brands, Inc. |
45.41B |
0.91% |
|
|
|
|
|
249.23 |
-0.71% |
26.94% |
43.03% |
|---|
| ETSY |
Etsy, Inc. |
6.25B |
0.79% |
|
|
|
|
|
54.43 |
0.80% |
44.83% |
17.88% |
|---|
| PAYC |
Paycom Software, Inc. |
9.92B |
0.79% |
|
|
|
|
|
172.77 |
1.07% |
34.09% |
41.50% |
|---|
| DIS |
The Walt Disney Company |
171.38B |
0.76% |
|
|
|
|
|
94.50 |
0.98% |
25.84% |
17.48% |
|---|
| EL |
The Estée Lauder Companies Inc. |
31.94B |
0.65% |
|
|
|
|
|
89.02 |
1.16% |
39.19% |
26.35% |
|---|