CIK: 0001766393
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.55% | — | +18.73% | |
| 2 | TXN | Texas Instruments INC | Stock-Tech | 1.54% | — | +18.95% | |
| 3 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 1.49% | — | +513.11% | |
| 4 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.46% | — | — | |
| 5 | TT | Trane Technologies plc | Stock-Industrials | 1.44% | — | +39.72% | |
| 6 | ADSK | Autodesk INC | Stock-Tech | 1.42% | — | +21.11% | |
| 7 | AMAT | Applied Materials INC | Stock-Tech | 1.42% | — | +18.64% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.38% | — | — | |
| 9 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.36% | — | +489.52% | |
| 10 | INTU | Intuit INC | Stock-Tech | 1.36% | — | -6.19% | |
| 11 | QCOM | Qualcomm INC | Stock-Tech | 1.36% | — | — | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.35% | — | — | |
| 13 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.35% | — | +21.15% | |
| 14 | KSUEUR | Kansas City Southern | Stock-Other | 1.35% | — | +18.49% | |
| 15 | MU | Micron Technology INC | Stock-Tech | 1.29% | — | — | |
| 16 | CMI | Cummins INC | Stock-Industrials | 1.29% | — | +485.89% | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.29% | — | — | |
| 18 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.27% | — | — | |
| 19 | ADBE | Adobe INC | Stock-Tech | 1.26% | — | -3.88% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 1.26% | — | +485.03% | |
| 21 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.21% | — | — | |
| 22 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.13% | — | — | |
| 23 | ILMN | Illumina INC | Stock-Healthcare | 1.03% | — | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | — | -0.44% | |
| 25 | FTNT | Fortinet INC | Stock-Tech | 1.01% | — | -36.26% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | — | +396.70% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.98% | — | +221.01% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | — | +172.85% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | — | -19.43% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.92% | — | -27.96% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.91% | — | -22.70% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.91% | — | +35.68% | |
| 33 | WSM | Williams-sonoma INC | Stock-Consumer Disc | 0.91% | — | -28.78% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | — | -16.35% | |
| 35 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.87% | — | — | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.86% | — | -3.72% | |
| 37 | CSCO | Cisco Systems INC | Stock-Tech | 0.85% | — | +235.93% | |
| 38 | ROK | Rockwell Automation INC | Stock-Industrials | 0.85% | — | — | |
| 39 | AXP | American Express Co | Stock-Financials | 0.83% | — | +195.08% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.81% | — | — | |
| 41 | ECL | Ecolab INC | Stock-Materials | 0.80% | — | +234.54% | |
| 42 | CRM | Salesforce INC | Stock-Tech | 0.80% | — | +112.77% | |
| 43 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.79% | — | +230.52% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.79% | — | +240.73% | |
| 45 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.78% | — | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.76% | — | — | |
| 47 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.76% | — | +608.58% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | — | — | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.74% | — | +234.34% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | — | — |