C000264374 Holdings — Capital Appreciation Portfolio

All 215 reported holdings of Capital Appreciation Portfolio (C000264374) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Amazon.com Inc5.11%$5.22M
Microsoft Corp4.56%$4.65M
Apple Inc3.90%$3.98M
Meta Platforms Inc3.90%$3.98M
United States Treasury3.78%$3.86M
NVIDIA Corp3.34%$3.41M
United States Treasury3.02%$3.08M
United States Treasury2.68%$2.74M
CenterPoint Energy Inc2.51%$2.56M
Alphabet Inc2.47%$2.52M
NiSource Inc2.27%$2.32M
Broadcom Inc1.89%$1.93M
United States Treasury1.82%$1.86M
PTC Inc1.79%$1.82M
Waters Corp1.71%$1.75M
United States Treasury1.69%$1.72M
United States Treasury1.68%$1.71M
Advanced Micro Devices Inc1.61%$1.65M
Applied Systems Inc1.54%$1.57M
Keurig Dr Pepper Inc1.51%$1.54M
Becton Dickinson & Co1.48%$1.51M
HUB International Ltd1.45%$1.48M
Clear Street1.43%$1.45M
Cencora Inc1.36%$1.39M
United States Treasury1.33%$1.36M
United States Treasury1.18%$1.21M
Starbucks Corp1.15%$1.18M
Aurora Innovation Inc1.07%$1.09M
United States Treasury1.06%$1.08M
Ascendis Pharma A/S1.02%$1.04M
Mastercard Inc1.01%$1.03M
Taiwan Semiconductor Manufacturing Co Ltd0.96%$983.19K
Hub International Ltd.0.93%$946.06K
Alnylam Pharmaceuticals Inc0.92%$939.67K
Eli Lilly & Co0.90%$920.69K
UnitedHealth Group Inc0.85%$867.78K
Ingersoll Rand Inc0.83%$843.82K
Amwins Group, Inc.0.80%$812.60K
Netflix Inc0.80%$811.31K
Broadstreet Partners Group LLC0.78%$800.48K
DoorDash Inc0.78%$795.49K
Ameren Corp0.76%$777.57K
PPL Corp0.75%$766.87K
JPMorgan Chase & Co0.74%$753.93K
Apogee Therapeutics Inc0.73%$745.66K
Visa Inc0.72%$736.56K
Danaher Corp0.72%$735.46K
Abbott Laboratories0.69%$705.75K
Swib0.65%$665.79K
Yum! Brands Inc0.60%$613.68K
Filtration Group Corp0.60%$610.36K
Canadian Natural Resources Ltd0.55%$559.62K
Cytokinetics Inc0.54%$555.82K
Hub International Ltd.0.52%$526.62K
TransDigm Inc0.49%$501.76K
Arthur J Gallagher & Co0.48%$491.64K
Willis Towers Watson PLC0.48%$485.47K
Nisource, Inc.0.38%$392.07K
Hilton Domestic Operating Co Inc0.38%$391.20K
Transdigm, Inc.0.38%$383.94K
Varsity Brands Inc0.35%$355.94K
BioNTech SE0.33%$339.61K
Cpi Holdco B LLC0.30%$305.31K
Arista Networks Inc0.30%$301.92K
USI Inc/NY0.29%$298.68K
Loire Finco Luxembourg Sarl0.29%$296.41K
USI Inc/NY0.29%$292.91K
Transdigm, Inc.0.28%$290.68K
Pacific Life U.S. Government Fund Direct0.28%$290.68K
SLB Ltd0.28%$290.40K
CG oncology Inc0.28%$287.30K
Ellucian Holdings Inc0.27%$280.32K
Bending Spoons US, Inc.0.27%$276.54K
Transdigm, Inc.0.26%$265.79K
Bentley Systems Inc0.26%$262.84K
Arcellx Inc0.26%$262.02K
Chevron Corp0.26%$261.11K
Workday Inc0.25%$250.75K
Vaxcyte Inc0.24%$246.79K
Centerpoint Energy, Inc.0.24%$241.91K
ConocoPhillips0.23%$232.32K
Epicor Software Corp0.22%$223.07K
Applied Systems Inc0.21%$217.53K
Mariner Wealth Advisors LLC0.21%$216.38K
Kfc Hld/pizza Hut/taco0.21%$216.11K
Southern Co.0.21%$215.15K
KLA Corp0.21%$213.50K
Transdigm, Inc.0.21%$209.87K
Usi Inc/ny0.20%$201.87K
American Electric Power0.20%$200.67K
Hilton Domestic Operatin0.20%$200.08K
American Electric Power0.20%$199.29K
Broadstreet Partners Grp0.19%$196.08K
Entergy Corp.0.19%$190.49K
Micron Technology Inc0.19%$189.53K
Kymera Therapeutics Inc0.18%$187.32K
Yum! Brands, Inc.0.18%$186.67K
Erasca Inc0.18%$182.66K
SBA Senior Finance II LLC0.18%$182.20K
Transdigm, Inc.0.17%$172.58K
Sba Communications Corp.0.17%$169.72K
Hilton Domestic Operatin0.16%$165.56K
Sba Communications Corp.0.16%$162.43K
Yum! Brands, Inc.0.15%$157.68K
Ascend Learning LLC0.15%$149.77K
S&P Global Inc0.15%$149.29K
Icon Parent Inc0.14%$146.61K
Hilton Domestic Operatin0.14%$143.66K
Ryan Specialty Holdings Inc0.13%$135.90K
MSCI, Inc.0.13%$135.24K
Entergy Corp.0.13%$128.36K
Storable Inc0.12%$126.73K
Hilton Domestic Operatin0.12%$125.53K
Hilton Domestic Operatin0.12%$124.17K
General Electric Co0.12%$120.89K
Yum! Brands, Inc.0.12%$119.69K
Hub International Ltd.0.11%$113.59K
Ciena Corp0.11%$112.59K
Hilton Domestic Operatin0.10%$104.62K
Ryan Specialty0.10%$103.86K
Dyne Therapeutics Inc0.09%$90.96K
Filtration Group Corp0.09%$89.22K
Yum! Brands, Inc.0.08%$84.12K
Ellucian Holdings, Inc.0.08%$83.24K
Fair Isaac Corp.0.07%$69.71K
Varsity Brands, Inc.0.07%$69.26K
Transdigm, Inc.0.07%$68.82K
Yum! Brands, Inc.0.07%$67.89K
Vail Resorts, Inc.0.07%$67.79K
Hilton Domestic Operatin0.07%$67.69K
Wyndham Hotels & Resorts Inc0.06%$65.08K
Hilton Worldwide Fin LLC0.06%$61.99K
Ptc, Inc.0.06%$61.45K
Amwins Group, Inc.0.06%$60.38K
Transdigm, Inc.0.06%$60.07K
UKG Inc0.06%$59.86K
Yum! Brands, Inc.0.06%$58.94K
Booz Allen Hamilton, Inc.0.05%$55.19K
Transdigm, Inc.0.05%$55.08K
Quartz Acquireco LLC0.05%$54.67K
Korn/ferry International0.05%$54.51K
Iqvia, Inc.0.05%$50.84K
Service Corp. Intl0.05%$47.97K
Life Time, Inc.0.05%$47.40K
Bending Spoons US Inc0.04%$44.88K
Transdigm, Inc.0.04%$42.56K
Ryan Specialty Group0.04%$40.74K
Service Corp. Intl0.04%$39.70K
Surgery Center Holdings0.04%$39.34K
Hologic, Inc.0.04%$38.96K
Booz Allen Hamilton, Inc.0.03%$30.99K
EP Wealth Advisors LLC0.03%$30.00K
Vail Resorts, Inc.0.03%$27.78K
Iqvia, Inc.0.02%$21.45K
Transdigm, Inc.0.02%$17.20K
Ryan Specialty LLC0.01%$14.92K
Crowdstrike Holdings, Inc.0.01%$6.66K
Service Corp. Intl0.00%$1.98K
Goldman Sachs International0.00%$-14
Barclays Bank PLC0.00%$-22
Goldman Sachs International-0.00%$-457
Goldman Sachs International-0.00%$-457
Goldman Sachs International-0.00%$-457
Ubs AG-0.00%$-359
Ubs AG-0.00%$-464
Ubs AG-0.00%$-541
Goldman Sachs International-0.00%$-571
Goldman Sachs International-0.00%$-571
Ubs AG-0.00%$-596
Ubs AG-0.00%$-668
Barclays Bank PLC-0.00%$-702
Ubs AG-0.00%$-719
Citibank NA-0.00%$-809
Goldman Sachs International-0.00%$-846
Barclays Bank PLC-0.00%$-903
Ubs AG-0.00%$-929
Goldman Sachs International-0.00%$-1.01K
Citibank NA-0.00%$-1.02K
Goldman Sachs International-0.00%$-1.14K
Citibank NA-0.00%$-1.14K
Ubs AG-0.00%$-1.08K
Ubs AG-0.00%$-1.19K
JPMorgan Chase Bank NA-0.00%$-1.33K
Ubs AG-0.00%$-1.34K
Citibank NA-0.00%$-1.58K
JPMorgan Chase Bank NA-0.00%$-1.64K
Barclays Bank PLC-0.00%$-1.77K
Barclays Bank PLC-0.00%$-1.77K
Ubs AG-0.00%$-1.70K
Ubs AG-0.00%$-1.96K
Citibank NA-0.00%$-2.00K
Nomura International PLC-0.00%$-2.01K
JPMorgan Chase Bank NA-0.00%$-2.19K
Wells Fargo Bank NA-0.00%$-2.22K
Citibank NA-0.00%$-2.31K
Ubs AG-0.00%$-2.32K
Barclays Bank PLC-0.00%$-2.31K
JPMorgan Chase Bank NA-0.00%$-2.53K
JPMorgan Chase Bank NA-0.00%$-2.69K
Barclays Bank PLC-0.00%$-2.64K
Ubs AG-0.00%$-2.98K
JPMorgan Chase Bank NA-0.00%$-2.93K
JPMorgan Chase Bank NA-0.00%$-2.98K
Wells Fargo Bank NA-0.00%$-3.48K
Wells Fargo Bank NA-0.00%$-3.48K
Ubs AG-0.00%$-3.56K
Bank of America NA-0.00%$-4.76K
Goldman Sachs International-0.00%$-4.86K
Goldman Sachs International-0.01%$-5.77K
JPMorgan Chase Bank NA-0.01%$-8.69K
JPMorgan Chase Bank NA-0.01%$-8.76K
JPMorgan Chase Bank NA-0.01%$-9.44K
JPMorgan Chase Bank NA-0.01%$-10.02K
JPMorgan Chase Bank NA-0.01%$-10.79K
JPMorgan Chase Bank NA-0.01%$-11.59K

C000264374 overview: performance, fees, allocation and SEC filings