Fund HoldingsXPONANCE, INC.

Total Portfolio Value
$9.54B
Total Bought
$1.50B
Total Sold
$143.45M
Net Transaction
+$1.35B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)569,154577,157+8,003281,856521,4965.46%+239,640
MICROSOFT CORP(MSFT)1,760,0271,768,078+8,051661,841743,8667.79%+82,025
META PLATFORMS INC(META)522,618528,367+5,749184,986256,5642.69%+71,579
AMAZON COM INC(AMZN)2,112,5362,153,696+41,160320,979388,4844.07%+67,505
ELI LILLY & CO(LLY)191,009195,086+4,077111,343151,7691.59%+40,426
BROADCOM INC(AVGO)100,300103,560+3,260111,960137,2591.44%+25,300
ALPHABET INC(GOOG)1,433,8961,449,346+15,450200,301218,7502.29%+18,449
JPMORGAN CHASE & CO(JPM)421,076448,203+27,12771,62589,7750.94%+18,150
ALPHABET INC(GOOG)1,172,1721,195,653+23,481165,194182,0501.91%+16,856
BERKSHIRE HATHAWAY INC DEL238,413234,256-4,15785,03298,5091.03%+13,477
NETFLIX INC(NFLX)103,128104,139+1,01150,21163,2470.66%+13,036
ADVANCED MICRO DEVICES INC(AMD)306,309319,835+13,52645,15357,7270.60%+12,574
MASTERCARD INCORPORATED(MA)208,534210,703+2,16988,942101,4681.06%+12,526
ABBVIE INC(ABBV)412,600419,403+6,80363,94176,3730.80%+12,433
EXXON MOBIL CORP0544,142+544,142063,2510.66%+63,251
DISNEY WALT CO(DIS)249,095265,825+16,73022,49132,5260.34%+10,036
HOME DEPOT INC(HD)240,531242,314+1,78383,35692,9520.97%+9,596
GENERAL ELECTRIC CO(GE)152,991161,097+8,10619,52628,2770.30%+8,751
SALESFORCE INC(CRM)195,605198,217+2,61251,47159,6990.63%+8,227
PROCTER AND GAMBLE CO(PG)352,997368,947+15,95051,72859,8620.63%+8,133
MERCK & CO INC(MRK)412,556402,198-10,35844,97753,0700.56%+8,093
COSTCO WHSL CORP NEW(COST)102,317103,230+91367,53775,6290.79%+8,092
VISA INC(V)377,085379,626+2,54198,174105,9461.11%+7,772
CATERPILLAR INC(CAT)0100,820+100,820036,9430.39%+36,943
CORPAY INC(CPAY)024,519+24,51907,5650.08%+7,565
QUALCOMM INC(QCOM)272,725276,590+3,86539,44446,8270.49%+7,382
ORACLE CORP(ORCL)0281,423+281,423035,3500.37%+35,350
PROGRESSIVE CORP(PGR)129,043132,652+3,60920,55427,4350.29%+6,881
UBER TECHNOLOGIES INC(UBER)453,179450,643-2,53627,90234,6950.36%+6,793
WALMART INC(WMT)0592,381+592,381035,6440.37%+35,644
APPLIED MATLS INC204,633192,565-12,06833,16539,7130.42%+6,548
WELLS FARGO CO NEW(WFC)547,922577,676+29,75426,96933,4820.35%+6,513
LAM RESEARCH CORP(LRCX)31,15431,630+47624,40230,7310.32%+6,329
CITIGROUP INC(C)248,740301,447+52,70712,79519,0640.20%+6,268
EATON CORP PLC(ETN)060,208+60,208018,8260.20%+18,826
SUPER MICRO COMPUTER INC(SMCI)07,905+7,90507,9840.08%+7,984
BANK AMERICA CORP937,428988,879+51,45131,56337,4980.39%+5,935
MICRON TECHNOLOGY INC(MU)150,497155,770+5,27312,84318,3640.19%+5,520
LINDE PLC(LIN)67,67571,585+3,91027,79533,2380.35%+5,444
INTUITIVE SURGICAL INC83,51084,127+61728,17333,5740.35%+5,401
THERMO FISHER SCIENTIFIC INC(TMO)76,76178,908+2,14740,74445,8620.48%+5,118
GOLDMAN SACHS GROUP INC(GS)053,641+53,641022,4050.23%+22,405
ELEVANCE HEALTH INC(ELV)37,88644,180+6,29417,86622,9090.24%+5,044
CROWDSTRIKE HLDGS INC(CRWD)29,40239,144+9,7427,50712,5490.13%+5,042
INTERNATIONAL BUSINESS MACHS(IBM)121,641129,079+7,43819,89424,6490.26%+4,755
AMERICAN EXPRESS CO(AXP)95,83899,508+3,67017,95422,6570.24%+4,703
FEDEX CORP(FDX)041,696+41,696012,0810.13%+12,081
LOWES COS INC(LOW)0124,722+124,722031,7700.33%+31,770
WEYERHAEUSER CO MTN BE(WY)0212,007+212,00707,6130.08%+7,613
GRAINGER W W INC(GWW)012,863+12,863013,0860.14%+13,086
JOHNSON & JOHNSON(JNJ)344,420369,059+24,63953,98458,3810.61%+4,397
CHEVRON CORP NEW(CVX)0240,011+240,011037,8590.40%+37,859
VERIZON COMMUNICATIONS INC(VZ)594,918634,905+39,98722,42826,6410.28%+4,212
AON PLC(AON)042,183+42,183014,0770.15%+14,077
TARGET CORP(TGT)110,018112,037+2,01915,66919,8540.21%+4,185
HCA HEALTHCARE INC(HCA)035,382+35,382011,8010.12%+11,801
CHIPOTLE MEXICAN GRILL INC(CMG)6,1666,201+3514,10118,0250.19%+3,923
THE CIGNA GROUP(CI)044,450+44,450016,1440.17%+16,144
STRYKER CORPORATION(SYK)054,512+54,512019,5080.20%+19,508
KLA CORP(KLAC)32,05032,148+9818,63122,4580.24%+3,827
COCA COLA CO(KO)747,641781,948+34,30744,05847,8400.50%+3,781
CORTEVA INC(CTVA)0140,152+140,15208,0830.08%+8,083
KKR & CO INC(KKR)069,604+69,60407,0010.07%+7,001
ARISTA NETWORKS INC56,93958,105+1,16613,41016,8490.18%+3,440
PALANTIR TECHNOLOGIES INC(PLTR)0334,170+334,17007,6890.08%+7,689
FISERV INC(FISV)102,940107,004+4,06413,67517,1010.18%+3,427
AIRBNB INC098,788+98,788016,2960.17%+16,296
TRANE TECHNOLOGIES PLC(TT)43,82546,950+3,12510,68914,0940.15%+3,405
MARVELL TECHNOLOGY INC(MRVL)076,423+76,42305,4170.06%+5,417
WASTE MGMT INC DEL(WM)85,53287,401+1,86915,31918,6300.20%+3,311
CONSTELLATION ENERGY CORP(CEG)042,892+42,89207,9290.08%+7,929
COOPER COS INC(COO)032,023+32,02303,2490.03%+3,249
BOSTON SCIENTIFIC CORP(BSX)0209,080+209,080014,3200.15%+14,320
APOLLO GLOBAL MGMT INC(APO)088,627+88,62709,9660.10%+9,966
MERCADOLIBRE INC(MELI)02,129+2,12903,2190.03%+3,219
DOORDASH INC(DASH)048,645+48,64506,6990.07%+6,699
SERVICENOW INC(NOW)47,58348,115+53233,61736,6830.38%+3,066
OREILLY AUTOMOTIVE INC(ORLY)014,275+14,275016,1150.17%+16,115
MASCO CORP(MAS)068,990+68,99005,4420.06%+5,442
RTX CORPORATION(RTX)176,806183,087+6,28114,87617,8560.19%+2,980
VALERO ENERGY CORP(VLO)065,737+65,737011,2210.12%+11,221
CHUBB LIMITED
COM
057,549+57,549014,9130.16%+14,913
MARATHON PETE CORP(MPC)050,667+50,667010,2090.11%+10,209
CADENCE DESIGN SYSTEM INC(CDNS)73,87974,047+16820,12223,0490.24%+2,927
CONOCOPHILLIPS(COP)0160,414+160,414020,4170.21%+20,417
COINBASE GLOBAL INC(COIN)014,783+14,78303,9190.04%+3,919
MARSH & MCLENNAN COS INC(MRSH)0135,919+135,919027,9970.29%+27,997
EDWARDS LIFESCIENCES CORP0138,399+138,399013,2250.14%+13,225
THE TRADE DESK INC(TTD)078,902+78,90206,8980.07%+6,898
CENCORA INC61,69662,919+1,22312,67115,2890.16%+2,618
AUTOZONE INC(AZO)04,373+4,373013,7820.14%+13,782
BUILDERS FIRSTSOURCE INC(BLDR)025,515+25,51505,3210.06%+5,321
COLGATE PALMOLIVE CO(CL)182,775190,324+7,54914,56917,1390.18%+2,570
METTLER TOLEDO INTERNATIONAL(MTD)08,170+8,170010,8770.11%+10,877
VISTRA CORP(VST)066,074+66,07404,6020.05%+4,602
ABBOTT LABS235,906250,626+14,72025,96628,4860.30%+2,520
TJX COS INC NEW(TJX)0271,181+271,181027,5030.29%+27,503
BLOCK INC(XYZ)066,846+66,84605,6540.06%+5,654
AUTOMATIC DATA PROCESSING IN093,954+93,954023,4640.25%+23,464
DANAHER CORPORATION(DHR)097,070+97,070024,2400.25%+24,240
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