C000021422 Holdings — ON Bristol Portfolio

All 139 reported holdings of ON Bristol Portfolio (C000021422) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp.8.42%$25.70M
Apple Inc.7.56%$23.06M
Microsoft Corp.5.54%$16.91M
Amazon.com, Inc.4.36%$13.30M
Alphabet Inc.3.22%$9.83M
Broadcom Inc2.69%$8.19M
Alphabet Inc.2.47%$7.54M
Meta Platforms Inc2.37%$7.22M
Tesla Inc1.71%$5.21M
JPMorgan Chase & Co.1.48%$4.52M
Bank of America Corp.1.38%$4.22M
Visa Inc1.34%$4.08M
Walmart Inc1.31%$3.99M
Chevron Corp.1.25%$3.80M
Costco Wholesale Corporation1.23%$3.76M
Bristol-Myers Squibb Company1.18%$3.59M
3M Company1.15%$3.50M
The TJX Companies Inc.1.10%$3.34M
Caterpillar Inc1.07%$3.26M
Parker-Hannifin Corp.1.06%$3.23M
Eli Lilly & Co.1.03%$3.15M
Micron Technology Inc.1.02%$3.12M
Lam Research Corporation1.00%$3.04M
Travelers Companies, Inc.0.98%$2.99M
The Procter & Gamble Co.0.98%$2.98M
Morgan Stanley0.98%$2.98M
Berkshire Hathaway Inc.0.94%$2.88M
The Charles Schwab Corporation0.92%$2.79M
Netflix, Inc.0.90%$2.73M
RTX Corp.0.89%$2.73M
MasterCard Incorporated0.85%$2.58M
AbbVie Inc.0.79%$2.42M
Devon Energy Corporation0.75%$2.29M
Applied Materials Inc.0.75%$2.29M
Coca-Cola Co (The)0.73%$2.23M
Goldman Sachs Group, Inc.0.71%$2.18M
Cardinal Health, Inc.0.64%$1.95M
Freeport-McMoRan Inc.0.62%$1.88M
GE Aerospace0.61%$1.86M
UnitedHealth Group Inc.0.58%$1.77M
WEC Energy Group Inc.0.58%$1.77M
Advanced Micro Devices Inc.0.58%$1.77M
Comfort Systems USA Inc.0.54%$1.64M
Salesforce Inc.0.53%$1.61M
Exxon Mobil Corp.0.52%$1.59M
Motorola Solutions Inc0.51%$1.56M
Johnson & Johnson0.50%$1.53M
Union Pacific Corporation0.49%$1.48M
Pfizer Inc.0.47%$1.43M
Lockheed Martin Corporation0.46%$1.40M
Home Depot Inc.0.46%$1.40M
Stryker Corporation0.45%$1.37M
Amphenol Corporation0.44%$1.34M
The Progressive Corporation0.43%$1.32M
Intercontinental Exchange Inc0.43%$1.31M
Citigroup Inc.0.43%$1.31M
Adobe Inc0.43%$1.30M
Booking Holdings Inc0.43%$1.30M
Wells Fargo & Co.0.42%$1.29M
Vici Properties Inc0.41%$1.27M
Entergy Corporation0.41%$1.26M
Gilead Sciences Inc.0.41%$1.26M
Comcast Corporation0.40%$1.23M
AT&T Inc0.40%$1.23M
Regeneron Pharmaceuticals, Inc.0.40%$1.22M
American Tower Corporation0.40%$1.21M
Cheniere Energy Inc0.40%$1.21M
Take-Two Interactive Software Inc.0.39%$1.18M
Amgen Inc.0.39%$1.18M
CME Group Inc.0.38%$1.17M
Phillips 660.38%$1.17M
QUALCOMM Inc.0.38%$1.17M
Eaton Corporation PLC0.38%$1.17M
BorgWarner Inc.0.38%$1.16M
Mckesson Corp.0.38%$1.15M
Trane Technologies PLC0.37%$1.12M
NextEra Energy Inc0.37%$1.11M
Newmont Corporation0.36%$1.10M
Oracle Corp.0.36%$1.09M
American Express Company0.36%$1.09M
Intel Corporation0.36%$1.08M
Boston Scientific Corporation0.35%$1.08M
Mastec, Inc.0.35%$1.08M
Palantir Technologies Inc0.34%$1.04M
Alcoa Corporation0.32%$982.88K
Arista Networks Inc0.32%$977.45K
Vertex Pharmaceuticals Incorporated0.32%$962.74K
Chipotle Mexican Grill Inc0.31%$950.73K
PG&E Corporation0.31%$932.91K
T-Mobile US Inc0.30%$923.92K
Western Digital Corp.0.29%$900.19K
McDonald's Corp.0.29%$888.24K
Toll Brothers, Inc.0.28%$853.76K
Texas Instruments Inc.0.27%$836.55K
Sandisk Corporation0.27%$825.94K
GE Vernova Inc.0.27%$812.67K
O'Reilly Automotive Inc.0.25%$774.76K
Mercadolibre Inc0.25%$767.68K
Natera Inc.0.24%$744.36K
Northrop Grumman Corporation0.24%$741.59K
Edison International0.24%$732.17K
Biogen Inc0.24%$719.02K
General Mills, Inc.0.24%$717.71K
The Trade Desk Inc0.23%$701.48K
SLB Ltd.0.23%$700.81K
Pinnacle West Capital Corp.0.23%$698.00K
Intuitive Surgical Inc.0.23%$697.94K
Marathon Petroleum Corp.0.22%$680.04K
Boeing Co.0.22%$675.91K
Rockwell Automation, Inc.0.22%$667.52K
Viking Holdings Ltd.0.21%$654.63K
Credicorp Ltd.0.21%$646.82K
HCA Healthcare Inc0.21%$637.45K
Valero Energy Corp.0.21%$627.58K
Altria Group, Inc.0.20%$621.03K
Veeva Systems Inc0.20%$613.40K
Intuit Inc0.20%$604.90K
Illinois Tool Works Inc.0.20%$603.35K
LyondellBasell Industries NV0.20%$601.38K
Huntington Bancshares Incorporated0.19%$581.80K
Ventas Inc.0.19%$581.62K
Ferguson Enterprises Inc0.19%$570.09K
MetLife Inc.0.19%$569.79K
Host Hotels & Resorts Inc0.18%$545.66K
Servicenow Inc0.18%$545.23K
Copart Inc0.18%$534.35K
Seagate Technology Holdings PLC0.17%$510.86K
Vulcan Materials Company0.16%$496.40K
Dell Technologies Inc0.16%$493.54K
General Dynamics Corporation0.16%$473.64K
Vistra Corp0.15%$444.83K
Garmin Ltd0.14%$425.27K
Synopsys Inc0.14%$414.32K
Carnival Corporation0.13%$408.46K
Heico Corp0.13%$397.48K
Leidos Holdings Inc0.12%$379.16K
CubeSmart (Maryland)0.12%$370.35K
Fox Corporation0.01%$42.11K
Chicago Mercantile Exchange-0.02%$-69.13K

C000021422 overview: performance, fees, allocation and SEC filings