CIK: 0001632551
Total reported value
$81.9M
Showing top 200 holdings (of 744 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | Stock-Consumer Disc | 1.94% | +1.54% | NEW | |
| 2 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 1.20% | — | — | |
| 3 | CSCO | Cisco Systems INC | Stock-Tech | 1.19% | — | +2978.33% | |
| 4 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 1.19% | — | — | |
| 5 | BLKCHF | Blackrock INC | Stock-Other | 0.97% | — | — | |
| 6 | SPGI | S&p Global INC | Stock-Financials | 0.91% | +0.77% | NEW | |
| 7 | MRNA | Moderna INC | Stock-Healthcare | 0.87% | — | +331.52% | |
| 8 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.83% | — | — | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 0.83% | — | +334.69% | |
| 10 | HUBS | Hubspot INC | Stock-Tech | 0.83% | — | — | |
| 11 | PSX | Phillips 66 | Stock-Energy | 0.83% | — | +148.62% | |
| 12 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.82% | — | +1055.03% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | — | — | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | — | — | |
| 15 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.72% | — | +197.41% | |
| 16 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.70% | — | — | |
| 17 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.66% | — | +90.91% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | — | — | |
| 20 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.61% | — | -62.47% | |
| 21 | UBER | Uber Technologies INC | Stock-Industrials | 0.60% | — | +602.76% | |
| 22 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 0.58% | — | — | |
| 23 | WBA | Walgreens Boots Alliance INC | Stock-Other | 0.57% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.74% | NEW | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.57% | — | +32.45% | |
| 26 | FANG | Diamondback Energy INC | Stock-Energy | 0.56% | — | +372.89% | |
| 27 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.55% | — | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.55% | — | +70.78% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.55% | +0.76% | NEW | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -94.99% | |
| 31 | ILMN | Illumina INC | Stock-Healthcare | 0.54% | — | — | |
| 32 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.53% | +1.81% | NEW | |
| 33 | MA | Mastercard INC - A | Stock-Financials | 0.53% | — | -13.88% | |
| 34 | PEP | Pepsico INC | Stock-Consumer Staples | 0.53% | — | +1034.82% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | — | |
| 36 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.53% | — | — | |
| 37 | COIN | Coinbase Global INC -class A | Stock-Financials | 0.52% | — | — | |
| 38 | KR | Kroger Co | Stock-Consumer Staples | 0.51% | — | +175.04% | |
| 39 | GS | Goldman Sachs Group INC | Stock-Financials | 0.51% | — | — | |
| 40 | SOFI | Sofi Technologies INC | Stock-Financials | 0.51% | — | +46.74% | |
| 41 | OKTA | Okta INC | Stock-Tech | 0.51% | — | +246.45% | |
| 42 | DG | Dollar General CORP | Stock-Consumer Staples | 0.51% | — | — | |
| 43 | SLB | Slb LTD | Stock-Energy | 0.50% | — | +391.02% | |
| 44 | LNG | Cheniere Energy INC | Stock-Energy | 0.50% | — | — | |
| 45 | ECL | Ecolab INC | Stock-Materials | 0.48% | — | +72.83% | |
| 46 | PODD | Insulet CORP | Stock-Healthcare | 0.48% | — | +166.52% | |
| 47 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.47% | — | +406.53% | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.47% | — | — | |
| 49 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.46% | — | -40.48% | |
| 50 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 0.45% | — | — |