
Top holdings
#Stock% of portfolioThis quarter
1AMZNAmazon.com Inc16.5%Added +20%
2ELVElevance Health Inc9.1%No change
3QSRRestaurant Brands Intern9.0%Reduced -16%
4GOOGLAlphabet Inc8.9%Added +16%
5FERGFerguson Enterprises Inc6.4%No change
6GPCGenuine Parts Co6.1%Added +89%
7UNPUnion Pacific Corp6.0%Reduced -23%
8VVisa Inc4.4%No change
9WCCWesco International Inc4.2%Reduced -54%
10TFXTeleflex Inc3.3%Reduced -12%
7 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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