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An actively managed U.S. large cap core equity portfolio that seeks favorable long-term total return by investing in companies aligned with three investment themes: Energy Transition and Innovation, Inclusive Growth, and Strong Governance.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.89% | $406.02K |
| AAPL | APPLE INC. | 6.74% | $397.34K |
| NVDA | NVIDIA CORP | 5.32% | $313.45K |
| AMZN | AMAZON.COM, INC. | 4.75% | $279.71K |
| META | META PLATFORMS INC | 4.51% | $265.92K |
| BK | BANK OF NEW YORK MELLON | 3.47% | $204.71K |
| BSX | BOSTON SCIENTIFIC CORP. | 2.81% | $165.88K |
| HD | HOME DEPOT INC | 2.81% | $165.59K |
| NEE | NEXTERA ENERGY INC | 2.55% | $150.31K |
| GOOGL | ALPHABET INC - CLASS A | 2.42% | $142.86K |
| V | VISA INC | 2.28% | $134.35K |
| MRK | MERCK & COMPANY, INC | 2.09% | $122.94K |
| GOOG | ALPHABET INC | 2.01% | $118.68K |
| MA | MASTERCARD, INC - A | 2.01% | $118.51K |
| COST | COSTCO WHOLESALE CORP. | 2.00% | $118.06K |
| AMP | AMERIPRISE FINANCIAL INC | 1.98% | $116.83K |
| C | CITIGROUP, INC. | 1.98% | $116.55K |
| AXP | AMERICAN EXPRESS CO. | 1.77% | $104.32K |
| LLY | ELI LILLY AND COMPANY | 1.76% | $104.01K |
| HON | HONEYWELL INTERNATIONAL | 1.73% | $102.02K |
| CVX | CHEVRON CORP. | 1.70% | $100.42K |
| ACGL | ARCH CAPITAL GROUP LTD | 1.67% | $98.50K |
| FI | FISERV, INC. | 1.67% | $98.41K |
| UNH | UNITEDHEALTH GROUP, INC. | 1.64% | $96.92K |
| URI | UNITED RENTALS INC. | 1.62% | $95.43K |