C000081816 Holdings — Stock Portfolio

All 51 reported holdings of Stock Portfolio (C000081816) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp8.67%$62.30M
Alphabet Inc6.12%$43.99M
Apple Inc6.07%$43.61M
Microsoft Corp5.63%$40.45M
Amazon.com Inc4.61%$33.11M
Broadcom Inc3.72%$26.75M
JPMorgan Chase & Co3.10%$22.31M
Meta Platforms Inc3.01%$21.66M
ConocoPhillips2.83%$20.31M
Coca-Cola Co/The2.73%$19.59M
Visa Inc2.61%$18.78M
Eli Lilly & Co2.44%$17.55M
AbbVie Inc2.23%$16.04M
Morgan Stanley & Co. LLC2.04%$14.69M
Johnson & Johnson1.90%$13.65M
Walmart Inc1.88%$13.54M
Eaton Corp PLC1.78%$12.80M
Lam Research Corp1.75%$12.58M
Netflix Inc1.74%$12.51M
Linde PLC1.69%$12.17M
TJX Cos Inc/The1.54%$11.06M
Analog Devices Inc1.50%$10.79M
Siemens Energy AG1.47%$10.58M
Tradeweb Markets Inc1.39%$10.01M
EQT Corp1.38%$9.89M
Amphenol Corp1.35%$9.73M
AMETEK Inc1.28%$9.22M
Domino's Pizza Inc1.27%$9.11M
Marriott International Inc/MD1.23%$8.86M
Waste Connections Inc1.23%$8.84M
Parker-Hannifin Corp1.23%$8.82M
Burlington Stores Inc1.22%$8.74M
Live Nation Entertainment Inc1.21%$8.71M
L3Harris Technologies Inc1.21%$8.69M
Palo Alto Networks Inc1.18%$8.51M
Motorola Solutions Inc1.16%$8.37M
McKesson Corp1.12%$8.03M
Carrier Global Corp1.11%$8.01M
Liberty Media Corp-Liberty Formula One1.08%$7.78M
Edwards Lifesciences Corp1.07%$7.71M
Rocket Cos Inc1.01%$7.26M
Quest Diagnostics Inc0.99%$7.12M
HEICO Corp0.91%$6.54M
Arthur J Gallagher & Co0.86%$6.21M
FirstService Corp0.81%$5.80M
Synopsys Inc0.77%$5.51M
Intercontinental Exchange Inc0.69%$4.96M
Evercore Inc0.57%$4.12M
Fastenal Co0.54%$3.91M
LPL Financial Holdings Inc0.53%$3.84M
Argenx SE0.53%$3.84M

C000081816 overview: performance, fees, allocation and SEC filings