C000012157 Holdings — Growth Portfolio

All 53 reported holdings of Growth Portfolio (C000012157) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp13.37%$205.07M
Microsoft Corp9.16%$140.49M
Apple Inc9.01%$138.17M
Alphabet Inc7.19%$110.23M
Amazon.com Inc5.87%$90.07M
Broadcom Inc5.27%$80.86M
Eli Lilly & Co4.06%$62.22M
Mastercard Inc2.94%$45.09M
Meta Platforms Inc2.92%$44.82M
Netflix Inc2.44%$37.40M
Tesla Inc2.21%$33.86M
Fastenal Co1.79%$27.45M
Stryker Corp1.65%$25.32M
General Electric Co1.42%$21.74M
Spotify Technology SA1.42%$21.74M
ASML Holding NV1.38%$21.17M
Intuitive Surgical Inc1.38%$21.15M
Waste Connections Inc1.33%$20.42M
Bank of America Securities, LLC1.28%$19.60M
Welltower Inc1.19%$18.28M
DoorDash Inc1.15%$17.63M
Shopify Inc1.13%$17.39M
Arista Networks Inc1.12%$17.23M
Uber Technologies Inc1.09%$16.74M
Hilton Worldwide Holdings Inc1.07%$16.48M
Intuit Inc1.07%$16.39M
Analog Devices Inc0.99%$15.18M
Cloudflare Inc0.98%$15.09M
ServiceNow Inc0.96%$14.73M
Cadence Design Systems Inc0.93%$14.33M
MSCI Inc0.88%$13.43M
Axon Enterprise Inc0.87%$13.33M
S&P Global Inc0.85%$13.03M
KKR & Co Inc0.85%$12.97M
IDEXX Laboratories Inc0.84%$12.92M
Tradeweb Markets Inc0.84%$12.88M
Starbucks Corp0.79%$12.14M
Taiwan Semiconductor Manufacturing Co Ltd0.77%$11.78M
TransUnion0.73%$11.15M
Visa Inc0.69%$10.54M
AppLovin Corp0.65%$9.91M
Natera Inc0.58%$8.91M
Corpay Inc0.53%$8.10M
Ross Stores Inc0.44%$6.72M
Nasdaq Inc0.43%$6.67M
Home Depot Inc/The0.43%$6.60M
American Express Co0.36%$5.53M
Monolithic Power Systems Inc0.30%$4.56M
Morgan Stanley0.17%$2.56M
GE Vernova Inc0.13%$1.94M
ARM Holdings PLC0.09%$1.31M
Palantir Technologies Inc0.06%$885.14K
Vanguard Cmt Funds-Vanguard Market Liquidity Fund0.00%$1.64K

C000012157 overview: performance, fees, allocation and SEC filings