C000047872 Holdings — ON Bristol Growth Portfolio

All 101 reported holdings of ON Bristol Growth Portfolio (C000047872) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp.10.21%$42.27M
Apple Inc.9.74%$40.32M
Microsoft Corp.7.88%$32.65M
Broadcom Inc5.23%$21.67M
Amazon.com, Inc.4.80%$19.88M
Meta Platforms Inc3.56%$14.75M
Alphabet Inc.3.47%$14.38M
Tesla Inc3.38%$13.99M
Alphabet Inc.3.07%$12.70M
Eli Lilly & Co.2.61%$10.80M
Costco Wholesale Corporation2.15%$8.91M
Visa Inc2.08%$8.61M
Netflix, Inc.1.68%$6.94M
Lam Research Corporation1.61%$6.65M
AbbVie Inc.1.53%$6.32M
Advanced Micro Devices Inc.1.44%$5.94M
MasterCard Incorporated1.26%$5.21M
Palantir Technologies Inc1.22%$5.06M
GE Aerospace1.17%$4.83M
The TJX Companies Inc.1.01%$4.18M
Oracle Corp.0.99%$4.09M
Amphenol Corporation0.90%$3.74M
GE Vernova Inc.0.88%$3.63M
Parker-Hannifin Corp.0.83%$3.43M
Booking Holdings Inc0.81%$3.37M
The Charles Schwab Corporation0.72%$2.97M
Intuitive Surgical Inc.0.68%$2.79M
Home Depot Inc.0.67%$2.77M
Arista Networks Inc0.66%$2.74M
Adobe Inc0.62%$2.56M
Bristol-Myers Squibb Company0.62%$2.56M
KLA Corp.0.61%$2.54M
Applied Materials Inc.0.61%$2.52M
Servicenow Inc0.59%$2.45M
Vertex Pharmaceuticals Incorporated0.58%$2.42M
Palo Alto Networks Inc0.58%$2.41M
3M Company0.56%$2.31M
Cardinal Health, Inc.0.50%$2.09M
Intuit Inc0.48%$2.01M
QUALCOMM Inc.0.48%$2.00M
Amgen Inc.0.47%$1.96M
Motorola Solutions Inc0.47%$1.95M
Mckesson Corp.0.47%$1.94M
Comfort Systems USA Inc.0.46%$1.90M
Cintas Corporation0.44%$1.84M
Crowdstrike Holdings Inc0.41%$1.71M
Uber Technologies Inc0.40%$1.65M
Trane Technologies PLC0.39%$1.63M
Spotify Technology S.A.0.38%$1.56M
Coca-Cola Co (The)0.37%$1.55M
Cadence Design Systems, Inc.0.37%$1.53M
Freeport-McMoRan Inc.0.36%$1.48M
Autodesk Inc0.35%$1.44M
Viking Holdings Ltd.0.34%$1.43M
Texas Instruments Inc.0.34%$1.41M
Dell Technologies Inc0.34%$1.39M
Vertiv Holdings Co0.32%$1.33M
Mastec, Inc.0.32%$1.33M
Chipotle Mexican Grill Inc0.31%$1.29M
Morgan Stanley0.31%$1.29M
Flex Ltd.0.30%$1.23M
Mercadolibre Inc0.29%$1.21M
O'Reilly Automotive Inc.0.28%$1.18M
Boston Scientific Corporation0.28%$1.16M
Salesforce Inc.0.27%$1.11M
Airbnb Inc0.26%$1.09M
Garmin Ltd0.26%$1.09M
Caterpillar Inc0.26%$1.09M
Synopsys Inc0.25%$1.04M
Cheniere Energy Inc0.25%$1.03M
Analog Devices Inc.0.24%$1.00M
Blackstone Inc0.23%$942.00K
Globalfoundries Inc0.22%$929.54K
Micron Technology Inc.0.22%$927.71K
Travelers Companies, Inc.0.22%$920.54K
Copart Inc0.22%$900.92K
Applovin Corp.0.22%$891.52K
RTX Corp.0.21%$886.18K
Howmet Aerospace Inc0.21%$885.43K
Stryker Corporation0.21%$869.12K
Marvell Technology Inc0.21%$866.49K
Snowflake Inc0.21%$865.71K
TE Connectivity PLC0.21%$850.92K
Cloudflare Inc0.20%$848.68K
Lockheed Martin Corporation0.20%$831.04K
Nu Holdings Ltd.0.20%$825.89K
American Express Company0.19%$807.02K
Natera Inc.0.19%$796.36K
Monolithic Power Systems Inc.0.18%$756.60K
Coupang Inc.0.18%$747.55K
DoorDash Inc0.17%$718.92K
Carnival Corporation0.17%$718.04K
Bank of America Corp.0.17%$711.80K
Fortinet Inc0.16%$680.48K
Alnylam Pharmaceuticals Inc.0.16%$669.35K
Manhattan Associates Inc0.16%$668.13K
Veralto Corp.0.16%$655.10K
Waste Connections Inc.0.14%$591.61K
NVR Inc0.14%$560.14K
Citigroup Inc.0.13%$540.29K
Chicago Mercantile Exchange-0.05%$-207.73K

C000047872 overview: performance, fees, allocation and SEC filings