SPFEX Holdings — Sphere 500 Climate Fund

All 367 reported holdings of Sphere 500 Climate Fund (SPFEX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp.8.42%$5.17M
Apple Inc.8.08%$4.96M
Microsoft Corp.5.67%$3.48M
Amazon.com, Inc.4.68%$2.87M
Broadcom Inc3.34%$2.05M
Meta Platforms Inc3.12%$1.92M
Alphabet Inc.2.53%$1.56M
Tesla Inc2.18%$1.34M
Alphabet Inc.2.04%$1.25M
Eli Lilly & Co.2.00%$1.23M
JPMorgan Chase & Co.1.75%$1.08M
Johnson & Johnson1.57%$962.12K
Visa Inc1.22%$749.25K
Costco Wholesale Corporation1.13%$691.52K
MasterCard Incorporated1.02%$628.07K
AbbVie Inc.0.89%$547.86K
Netflix, Inc.0.83%$507.58K
Home Depot Inc.0.81%$499.26K
Micron Technology Inc.0.79%$486.15K
Bank of America Corp.0.78%$477.46K
The Procter & Gamble Co.0.75%$459.46K
Merck & Co., Inc0.75%$458.79K
Coca-Cola Co (The)0.72%$444.82K
Advanced Micro Devices Inc.0.71%$437.78K
Linde PLC0.71%$433.79K
Lam Research Corporation0.70%$428.82K
UnitedHealth Group Inc.0.70%$427.53K
McDonald's Corp.0.61%$376.06K
Goldman Sachs Group, Inc.0.61%$373.93K
Applied Materials Inc.0.59%$362.64K
Cisco Systems, Inc.0.56%$346.21K
Verizon Communications Inc.0.53%$327.15K
Oracle Corp.0.53%$323.05K
Morgan Stanley0.51%$315.81K
American Express Company0.49%$303.69K
Wells Fargo & Co.0.49%$299.41K
Amgen Inc.0.47%$288.87K
KLA Corp.0.47%$288.59K
International Business Machines Corp.0.44%$272.93K
Citigroup Inc.0.44%$271.96K
The TJX Companies Inc.0.44%$270.53K
Pepsico Inc0.44%$269.74K
Intel Corporation0.44%$269.41K
Texas Instruments Inc.0.42%$255.10K
AT&T Inc0.40%$247.14K
Intuitive Surgical Inc.0.39%$241.10K
Blackrock Inc.0.39%$238.50K
Abbott Laboratories0.38%$235.22K
Thermo Fisher Scientific Inc0.37%$226.10K
Walt Disney Company0.36%$218.69K
Salesforce Inc.0.35%$217.28K
Chubb Ltd. Switzerland0.35%$213.48K
CME Group Inc.0.34%$207.63K
Gilead Sciences Inc.0.34%$207.38K
QUALCOMM Inc.0.34%$206.95K
Union Pacific Corporation0.32%$199.19K
Booking Holdings Inc0.32%$193.67K
The Charles Schwab Corporation0.31%$193.32K
S&P Global Inc0.31%$187.57K
Capital One Financial Corp.0.30%$186.63K
Palo Alto Networks Inc0.30%$186.45K
Deere & Company0.30%$183.07K
Intuit Inc0.29%$179.87K
Uber Technologies Inc0.28%$170.62K
Lowes Companies, Inc.0.27%$168.23K
Arista Networks Inc0.27%$167.59K
Pfizer Inc.0.27%$166.80K
Qnity Electronics Inc.0.27%$165.92K
Welltower Inc.0.27%$164.89K
Accenture PLC0.27%$164.58K
Stryker Corporation0.26%$159.69K
The Kroger Co.0.25%$152.82K
The Progressive Corporation0.25%$151.85K
Trane Technologies PLC0.24%$148.78K
Danaher Corporation0.24%$147.32K
Corning Incorporated0.24%$146.58K
Mckesson Corp.0.24%$145.38K
Cencora Inc0.24%$144.50K
Servicenow Inc0.23%$143.23K
Adobe Inc0.23%$141.23K
T-Mobile US Inc0.23%$140.51K
Newmont Corporation0.23%$139.53K
Western Digital Corp.0.23%$138.49K
Bristol-Myers Squibb Company0.22%$135.25K
Crowdstrike Holdings Inc0.21%$130.01K
Vertex Pharmaceuticals Incorporated0.21%$128.60K
Prologis Inc.0.21%$127.69K
Marvell Technology Inc0.21%$125.99K
Equinix, Inc.0.20%$125.47K
Cummins Inc.0.20%$124.82K
American Tower Corporation0.20%$123.74K
Cadence Design Systems, Inc.0.20%$122.54K
Vertiv Holdings Co0.20%$121.78K
Johnson Controls International PLC0.20%$120.87K
Waste Management, Inc.0.20%$120.41K
Ciena Corporation0.20%$119.96K
Electronic Arts Inc.0.20%$119.88K
TE Connectivity PLC0.19%$119.14K
Automatic Data Processing, Inc.0.19%$118.25K
Emerson Electric Co.0.19%$117.39K
Medtronic PLC0.19%$116.11K
Moodys Corp.0.19%$116.04K
Synopsys Inc0.19%$115.77K
Quanta Services, Inc.0.19%$115.29K
PNC Financial Services Group Inc.0.19%$115.07K
HCA Healthcare Inc0.19%$114.52K
Seagate Technology Holdings PLC0.19%$114.39K
Hilton Worldwide Holdings Inc0.19%$114.33K
Applovin Corp.0.18%$112.63K
Monolithic Power Systems Inc.0.18%$111.52K
Comcast Corporation0.18%$111.05K
Colgate-Palmolive Co.0.18%$108.84K
Boston Scientific Corporation0.18%$108.24K
Regeneron Pharmaceuticals, Inc.0.18%$108.17K
Marriott International, Inc.0.18%$107.93K
Royal Caribbean Group0.17%$106.49K
Starbucks Corp.0.17%$106.34K
American Water Works Company, Inc.0.17%$105.06K
3M Company0.17%$103.84K
Apollo Global Management Inc0.17%$103.06K
O'Reilly Automotive Inc.0.17%$102.37K
FedEx Corporation0.16%$99.02K
Mondelez International Inc.0.16%$97.99K
The Cigna Group0.16%$96.83K
The Sherwin-Williams Company0.15%$94.88K
Sandisk Corporation0.15%$93.39K
Cloudflare Inc0.15%$90.38K
Comfort Systems USA Inc.0.15%$89.63K
Dell Technologies Inc0.14%$88.79K
CVS Health Corp0.14%$88.34K
Intercontinental Exchange Inc0.14%$86.98K
Norfolk Southern Corporation0.14%$86.96K
Ecolab Inc.0.14%$86.19K
Ameriprise Financial, Inc.0.14%$85.77K
Airbnb Inc0.14%$83.47K
Marsh & McLennan Companies, Inc.0.14%$83.08K
Teradyne Inc.0.13%$82.71K
The Bank of New York Mellon Corp.0.13%$82.21K
Elevance Health Inc.0.13%$78.75K
U.S. Bancorp.0.13%$78.69K
Rockwell Automation, Inc.0.12%$76.44K
Target Corp.0.12%$75.27K
Autodesk Inc0.12%$75.17K
United Rentals, Inc.0.12%$75.04K
Illinois Tool Works Inc.0.12%$73.92K
Snowflake Inc0.12%$73.15K
United Parcel Service, Inc.0.11%$70.14K
Dollar General Corporation0.11%$69.69K
General Motors Company0.11%$69.43K
Fortinet Inc0.11%$67.83K
Ross Stores Inc0.11%$67.59K
Autozone, Inc.0.11%$67.56K
DoorDash Inc0.11%$66.67K
Aon PLC0.11%$65.52K
Nike, Inc.0.10%$63.97K
Travelers Companies, Inc.0.10%$63.88K
Carvana Co0.10%$63.19K
Air Products & Chemicals, Inc.0.10%$62.16K
Robinhood Markets Inc0.10%$62.02K
Emcor Group Inc0.10%$62.02K
Kimberly-Clark Corporation0.10%$61.07K
Roper Technologies Inc0.10%$60.86K
Jabil Inc0.10%$60.56K
Gallagher Aj &Co0.10%$60.43K
United Airlines Holdings Inc0.10%$59.75K
Warner Bros. Discovery Inc.0.10%$59.59K
Expedia Group Inc0.10%$59.34K
Coherent Corp0.10%$59.31K
Digital Realty Trust Inc.0.10%$58.93K
Simon Property Group Inc0.10%$58.57K
Truist Financial Corp.0.10%$58.43K
Paccar Inc0.09%$57.87K
Paypal Holdings Inc.0.09%$56.94K
Cintas Corporation0.09%$56.15K
Anglogold Ashanti PLC0.09%$55.50K
MSCI Inc.0.09%$55.52K
Corteva Inc0.09%$55.42K
Hubbell Incorporated0.09%$53.98K
Realty Income Corporation0.09%$53.72K
The Allstate Corporation0.09%$53.08K
Alnylam Pharmaceuticals Inc.0.09%$52.61K
Coinbase Global Inc0.09%$52.21K
Aflac Incorporated0.08%$51.67K
Fastenal Co.0.08%$51.64K
Zoetis Inc.0.08%$51.07K
Datadog Inc0.08%$50.88K
Cardinal Health, Inc.0.08%$48.81K
Monster Beverage Corp0.08%$48.77K
W.w. Grainger Inc.0.08%$46.90K
Block Inc0.08%$46.16K
Edwards Lifesciences Corporation0.07%$44.68K
IDEXX Laboratories Inc.0.07%$43.83K
Becton, Dickinson and Company0.07%$43.71K
Ford Motor Company0.07%$43.73K
Carrier Global Corporation0.07%$43.64K
Republic Services, Inc.0.07%$42.93K
LPL Financial Holdings Inc.0.07%$42.42K
Delta Air Lines Inc.0.07%$42.02K
American International Group Inc.0.07%$41.99K
Roblox Corporation0.07%$41.85K
Yum! Brands Inc.0.07%$41.82K
Chipotle Mexican Grill Inc0.07%$41.65K
Public Storage0.07%$41.17K
Wabtec Corp0.07%$40.99K
eBay Inc.0.07%$40.59K
Lumentum Holdings Inc.0.07%$40.06K
Workday Inc0.07%$39.89K
First Citizens BancShares Inc (Delaware)0.06%$39.58K
Strategy Inc.0.06%$39.19K
CBRE Group Inc.0.06%$38.88K
MetLife Inc.0.06%$38.61K
MongoDB Inc.0.06%$38.43K
Burlington Stores Inc.0.06%$38.07K
Nucor Corporation0.06%$37.71K
The Hartford Insurance Group Inc.0.06%$37.05K
Hershey Co. (The)0.06%$36.59K
Garmin Ltd0.06%$36.43K
D.R. Horton, Inc.0.06%$36.09K
Ventas Inc.0.06%$35.66K
Nasdaq Inc0.06%$35.40K
Vulcan Materials Company0.06%$34.85K
State Street Corp.0.06%$34.80K
Old Dominion Freight Line Inc.0.06%$34.39K
Crown Castle Inc.0.06%$34.23K
Lululemon Athletica Inc.0.05%$33.68K
Martin Marietta Materials Inc0.05%$33.55K
Prudential Financial, Inc.0.05%$33.51K
Sysco Corporation0.05%$33.45K
Microchip Technology Incorporated0.05%$33.14K
Fair Isaac Corporation0.05%$33.09K
Keurig Dr Pepper Inc0.05%$32.91K
Twilio Inc0.05%$32.46K
Kenvue Inc.0.05%$32.17K
M&T Bank Corporation0.05%$31.83K
GE Healthcare Technologies Inc.0.05%$31.53K
ResMed Inc.0.05%$31.43K
Ingersoll Rand Inc0.05%$31.25K
Agilent Technologies Inc.0.05%$31.23K
Take-Two Interactive Software Inc.0.05%$31.20K
Fifth Third Bancorp0.05%$29.92K
Fiserv Inc.0.05%$29.85K
Otis Worldwide Corp.0.05%$29.60K
Cognizant Technology Solutions Corp.0.05%$29.20K
Iron Mountain Inc.0.05%$29.01K
Paychex Inc0.05%$28.83K
FTAI Aviation Ltd0.05%$28.66K
Copart Inc0.05%$28.52K
IQVIA Holdings Inc.0.05%$28.48K
Everpure Inc.0.05%$28.52K
Tapestry Inc0.05%$28.36K
Vici Properties Inc0.05%$28.00K
Waters Corporation0.05%$27.99K
Bloom Energy Corporation0.05%$27.91K
Insmed Inc0.05%$27.96K
Xylem, Inc.0.05%$27.96K
Interactive Brokers Group Inc0.04%$27.63K
Willis Towers Watson Public Limited Company0.04%$27.62K
Dover Corporation0.04%$27.52K
Church & Dwight Co Inc.0.04%$27.25K
Rocket Lab Corp.0.04%$27.23K
Carnival Corporation0.04%$27.10K
Extra Space Storage Inc.0.04%$26.62K
United Therapeutics Corporation0.04%$26.09K
Northern Trust Corporation0.04%$25.82K
Biogen Inc0.04%$25.85K
The Kraft Heinz Co.0.04%$25.77K
Verisk Analytics, Inc.0.04%$25.62K
Casey'S General Stores Inc.0.04%$25.48K
Raymond James Financial Inc.0.04%$25.34K
Zscaler Inc0.04%$25.25K
Veeva Systems Inc0.04%$25.12K
Synchrony Financial0.04%$25.03K
Natera Inc.0.04%$25.00K
ON Semiconductor Corp.0.04%$24.95K
Steel Dynamics, Inc.0.04%$24.30K
Fidelity National Information Services Inc0.04%$23.92K
Mettler-Toledo International Inc0.04%$23.96K
DexCom Inc0.04%$23.55K
Flex Ltd.0.04%$23.50K
PPG Industries, Inc.0.04%$23.41K
Cincinnati Financial Corporation0.04%$23.29K
Tractor Supply Co0.04%$23.28K
CoreWeave Inc.0.04%$23.01K
Markel Group Inc0.04%$22.97K
Coupang Inc.0.04%$22.81K
Pulte Group Inc0.04%$22.70K
Live Nation Entertainment, Inc.0.04%$22.72K
Ulta Beauty Inc0.04%$22.48K
AvalonBay Communities, Inc.0.04%$22.38K
Verisign, Inc.0.04%$22.35K
Dollar Tree Inc0.04%$22.12K
Darden Restaurants, Inc.0.04%$21.96K
Huntington Bancshares Incorporated0.04%$21.91K
Equity Residential0.04%$21.59K
Equifax Inc.0.03%$21.43K
Labcorp Holdings Inc0.03%$21.34K
KeyCorp0.03%$21.29K
XPO Inc0.03%$21.21K
Quest Diagnostics Incorporated0.03%$21.17K
Steris PLC0.03%$21.01K
Williams-Sonoma Inc.0.03%$20.79K
US Foods Holding Corp0.03%$20.56K
Southwest Airlines Co.0.03%$20.55K
Veralto Corp.0.03%$20.43K
Zoom Communications Inc.0.03%$20.18K
Humana Inc.0.03%$19.94K
NetApp Inc.0.03%$19.76K
General Mills, Inc.0.03%$19.73K
Charter Communications, Inc.0.03%$19.65K
Constellation Brands, Inc.0.03%$19.65K
Principal Financial Group Inc.0.03%$19.37K
First Solar Inc0.03%$19.33K
Las Vegas Sands Corp0.03%$19.24K
Lennar Corp.0.03%$19.19K
W.R. Berkley Corporation0.03%$19.15K
Corpay Inc0.03%$18.91K
Price T Rowe Group Inc.0.03%$18.84K
Expeditors International Of Washington Inc.0.03%$18.76K
Dupont De Nemours Inc0.03%$18.55K
Illumina Inc0.03%$18.24K
Broadridge Financial Solutions Inc.0.03%$18.20K
Packaging Corporation of America0.03%$18.04K
Liberty Media Corp Del0.03%$18.02K
Loews Corporation0.03%$17.93K
Super Micro Computer Inc.0.03%$17.74K
Amcor PLC0.03%$17.77K
International Flavors & Fragrances Inc.0.03%$17.63K
SBA Communications Corp.0.03%$17.56K
HP Inc0.03%$17.52K
Incyte Corporation.0.03%$17.41K
Snap-On Incorporated0.03%$17.43K
West Pharmaceutical Services Incorporated0.03%$17.29K
Zimmer Biomet Holdings Inc0.03%$17.27K
Weyerhaeuser Company0.03%$17.17K
Sofi Technologies Inc0.03%$16.71K
Astera Labs Inc0.03%$16.55K
Tenet Healthcare Corporation0.03%$16.42K
Costar Group Inc0.03%$16.30K
PTC Inc0.03%$16.24K
The Estee Lauder Companies Inc.0.03%$16.22K
Credo Technology Group Holding Ltd0.03%$16.24K
Hologic Inc0.03%$16.18K
Global Payments Inc0.03%$15.75K
Centene Corp.0.03%$15.68K
F5 Inc0.03%$15.62K
Rollins Inc0.02%$15.28K
Sun Communities, Inc.0.02%$15.24K
CDW Corp0.02%$15.25K
Reliance Inc0.02%$15.20K
Trimble Inc0.02%$15.07K
Brown & Brown Inc0.02%$15.00K
Essex Property Trust, Inc.0.02%$15.00K
Invitation Homes Inc.0.02%$14.74K
Aptiv PLC0.02%$14.44K
Insulet Corporation0.02%$14.27K
Genuine Parts Co0.02%$14.17K
Deckers Outdoor Corp.0.02%$14.11K
Tyler Technologies Inc.0.02%$14.04K
SS&C Technologies Holdings Inc.0.02%$13.99K
Omnicom Group Inc0.02%$14.01K
Lennox International Inc.0.02%$13.92K
Pentair PLC0.02%$13.76K
Mid-America Apartment Communities, Inc.0.02%$13.68K
NVR Inc0.02%$13.18K
McCormick & Company, Incorporated0.02%$12.36K
F&G Annuities & Life Inc.0.00%$380
First Republic Bank San Francisco0.00%$0

SPFEX overview: performance, fees, allocation and SEC filings