~19% since 1990
Portfolio value
$614.6B
Positions
5973
Top 5 concentration
22%
New buys this quarter
0
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $SPY STATE STR SPDR S&P 500 ETF T | Added | 6.8% | $42.0B |
| $QQQ INVESCO QQQ TR | Trimmed | 5.2% | $31.8B |
| $NVDA NVIDIA CORPORATION | Trimmed | 3.9% | $23.9B |
| $TSLA TESLA INC | Trimmed | 3.9% | $23.8B |
| $GLD SPDR GOLD TR | Added | 2.4% | $14.8B |
| $AAPL APPLE INC | Trimmed | 2.3% | $14.1B |
| $META META PLATFORMS INC | Held | 2.2% | $13.7B |
| $MSFT MICROSOFT CORP | Added | 1.9% | $11.9B |
| $AMZN AMAZON COM INC | Trimmed | 1.7% | $10.7B |
| $MU MICRON TECHNOLOGY INC | Added | 1.7% | $10.7B |
| $GOOGL ALPHABET INC | Held | 1.7% | $10.2B |
| $IWM ISHARES TR | Trimmed | 1.5% | $9.2B |
| $NFLX NETFLIX INC. | Trimmed | 1.1% | $6.7B |
| $AVGO BROADCOM INC | Trimmed | 1.1% | $6.5B |
| $GOOG ALPHABET INC | Trimmed | 0.9% | $5.7B |
| $AMD ADVANCED MICRO DEVICES INC | Trimmed | 0.9% | $5.6B |
| $TSM TAIWAN SEMICONDUCTOR MANUFAC | Added | 0.9% | $5.4B |
| $SLV ISHARES SILVER TR | Added | 0.9% | $5.3B |
| $PLTR PALANTIR TECHNOLOGIES INC | Trimmed | 0.8% | $5.2B |
| $GS GOLDMAN SACHS GROUP INC | Added | 0.8% | $5.0B |
| $UNH UNITEDHEALTH GROUP INC | Trimmed | 0.8% | $4.8B |
| $HYG ISHARES TR | Held | 0.7% | $4.4B |
| $TLT ISHARES TR | Added | 0.7% | $4.3B |
| $SNDK SANDISK CORP | Added | 0.7% | $4.2B |
| $JPM JPMORGAN CHASE & CO | Held | 0.6% | $3.6B |
| $ASML ASML HLDG NV | Added | 0.5% | $3.4B |
| $SMH VANECK ETF TRUST | Trimmed | 0.5% | $3.4B |
| $LLY ELI LILLY & CO | Trimmed | 0.5% | $3.3B |
| $BKNG BOOKING HOLDINGS INC | Held | 0.5% | $3.0B |
| $COST COSTCO WHOLESALE CORPORATION | Trimmed | 0.5% | $3.0B |
| $ORCL ORACLE CORP | Trimmed | 0.5% | $2.9B |
| $DIA STATE STR SPDR DOW JONES IND | Trimmed | 0.5% | $2.9B |
| $IVV ISHARES TR | Added | 0.5% | $2.9B |
| $CAT CATERPILLAR INC | Added | 0.5% | $2.8B |
| $XOM EXXON MOBIL CORP | Added | 0.4% | $2.7B |
| $MSTR STRATEGY INC | Held | 0.4% | $2.6B |
| $INTC INTEL CORP | Trimmed | 0.4% | $2.4B |
| $BRK-B BERKSHIRE HATHAWAY INC DEL | Held | 0.4% | $2.4B |
| $USO UNITED STS OIL FD LP | Added | 0.4% | $2.4B |
| $C CITIGROUP INC | Trimmed | 0.4% | $2.4B |
| $XLF SELECT SECTOR SPDR TR | Added | 0.4% | $2.3B |
| $CRM SALESFORCE INC | Added | 0.4% | $2.2B |
| $WMT WALMART INC | Held | 0.3% | $2.1B |
| $CVNA CARVANA CO | Trimmed | 0.3% | $2.1B |
| $EWZ ISHARES INC | Added | 0.3% | $2.0B |
| $APP APPLOVIN CORP | Added | 0.3% | $2.0B |
| $GEV GE VERNOVA INC | Held | 0.3% | $2.0B |
| $EEM ISHARES TR | Added | 0.3% | $2.0B |
| $JNJ JOHNSON & JOHNSON | Added | 0.3% | $2.0B |
| $CRWD CROWDSTRIKE HLDGS INC | Held | 0.3% | $1.9B |
Showing top 50 of 5973 equity positions (this fund runs a diversified book).
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.