| Issuer | % book | Since entry | Business | Tags |
|---|
| $GOOGL · ALPHABET INC CL A | 16.5% | +185% ≥Q2 '21 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&PCitriniSerenityBitget → |
| $GOOG · ALPHABET INC CL C | 16.3% | +173% ≥Q2 '21 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&P |
| $COST · COSTCO WHSL CORP NEW COM | 9.2% | +155% ≥Q2 '21 | Operates a global chain of membership warehouse clubs offering bulk groceries, merchandise, and services at low prices to individual and business members. | NASDAQS&PCitriniSerenityBitget → |
| $PNC · PNC FINANCIAL SVS GRP | 9.0% | +15% ≥Q2 '21 | US regional bank holding company | S&PCitrini |
| $V · VISA INC | 8.5% | +71% ≥Q2 '21 | Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions. | S&PCitriniBitget → |
| $SCHW · SCHWAB CHARLES CP NEW COM | 7.2% | +31% ≥Q2 '21 | The Charles Schwab Corporation provides brokerage, banking, wealth management, and asset management services to individual investors and financial advisors. | S&P |
| $TJX · TJX COMPANIES INC | 6.6% | +82% Q4 '22 | Off-price retail (TJ Maxx, Marshalls) | S&P |
| $AXP · AMERICAN EXPRESS CO | 6.5% | +17% Q1 '25 | American Express is a global payments company that issues credit and charge cards, operates a card network, and provides lending, merchant, and travel services. | S&P |
| $HD · HOME DEPOT | 6.1% | +0% ≥Q2 '21 | The largest US home-improvement retailer, selling building materials, tools, appliances and garden products to do-it-yourself consumers and professional contractors. | S&PCitriniBitget → |
| $TROW · T ROWE PRICE GRP INC | 4.9% | -47% ≥Q2 '21 | | NASDAQS&P |