Fund HoldingsEthic Inc.

Total Portfolio Value
$3.96B
Total Bought
$700.32M
Total Sold
$178.21M
Net Transaction
+$522.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)163,511175,017+11,50680,974158,1384.00%+77,165
MICROSOFT CORP(MSFT)457,032510,501+53,469171,862214,7785.43%+42,916
AMAZON COM INC(AMZN)513,065571,434+58,36977,955103,0752.60%+25,120
ELI LILLY & CO(LLY)62,51269,767+7,25536,44054,2761.37%+17,836
ALPHABET INC(GOOG)431,300515,874+84,57460,24877,8611.97%+17,613
META PLATFORMS INC(META)91,39099,499+8,10932,34848,3151.22%+15,966
ABBVIE INC(ABBV)087,565+87,565015,9460.40%+15,946
JOHNSON & JOHNSON(JNJ)082,322+82,322013,0220.33%+13,022
MERCK & CO INC(MRK)239,237261,741+22,50426,08234,5370.87%+8,455
TEXAS INSTRS INC(TXN)062,037+62,037010,8080.27%+10,808
DISNEY WALT CO(DIS)155,977176,771+20,79414,08321,6300.55%+7,547
BROADCOM INC(AVGO)24,21825,758+1,54027,03434,1400.86%+7,107
ORACLE CORP(ORCL)0160,054+160,054020,1040.51%+20,104
MASTERCARD INCORPORATED(MA)67,39474,186+6,79228,74435,7260.90%+6,982
HOME DEPOT INC(HD)70,75981,038+10,27924,52231,0860.79%+6,564
VISA INC(V)125,488137,044+11,55632,67138,2460.97%+5,576
NETFLIX INC(NFLX)34,42336,763+2,34016,76022,3270.56%+5,568
HALLIBURTON CO(HAL)247,190356,543+109,3538,93614,0550.36%+5,119
QUALCOMM INC(QCOM)86,858103,480+16,62212,56217,5190.44%+4,957
HONDA MOTOR LTD(HMC)73,974189,492+115,5182,2877,0550.18%+4,768
SALESFORCE INC(CRM)77,61983,583+5,96420,42525,1730.64%+4,749
MICRON TECHNOLOGY INC(MU)145,901143,639-2,26212,45116,9340.43%+4,482
NOVO-NORDISK A S(NVO)166,373167,817+1,44417,21121,5480.54%+4,336
THERMO FISHER SCIENTIFIC INC(TMO)32,54536,936+4,39117,27421,4680.54%+4,193
PROGRESSIVE CORP(PGR)070,219+70,219014,5230.37%+14,523
TJX COS INC NEW(TJX)0138,011+138,011013,9970.35%+13,997
UBER TECHNOLOGIES INC(UBER)123,747148,042+24,2957,61911,3980.29%+3,779
FISERV INC(FISV)78,91688,698+9,78210,48314,1760.36%+3,693
INTUITIVE SURGICAL INC30,75235,116+4,36410,37514,0150.35%+3,640
HSBC HLDGS PLC(HSBC)0160,897+160,89706,3330.16%+6,333
CATERPILLAR INC(CAT)43,51544,711+1,19612,86616,3840.41%+3,518
SERVICENOW INC(NOW)17,83821,127+3,28912,60216,1070.41%+3,505
SAP SE(SAP)66,86270,528+3,66610,33613,7550.35%+3,419
AMERICAN EXPRESS CO(AXP)66,21069,362+3,15212,40415,7930.40%+3,389
PUBLIC STORAGE(PSA)012,475+12,47503,6190.09%+3,619
BOSTON SCIENTIFIC CORP(BSX)175,982194,983+19,00110,17413,3540.34%+3,181
VULCAN MATLS CO(VMC)015,567+15,56704,2480.11%+4,248
APPLIED MATLS INC107,915100,047-7,86817,49020,6330.52%+3,143
STRYKER CORPORATION(SYK)037,054+37,054013,2610.34%+13,261
ALPHABET INC(GOOG)366,679359,409-7,27051,67654,7241.38%+3,048
TARGET CORP(TGT)82,04082,546+50611,68414,6280.37%+2,944
NOMURA HLDGS INC(NMR)01,238,510+1,238,51007,9510.20%+7,951
LAM RESEARCH CORP(LRCX)14,53814,586+4811,38714,1710.36%+2,784
ASML HOLDING N V
N Y REGISTRY SHS
12,92512,885-409,78312,5050.32%+2,721
MORGAN STANLEY(MS)0119,526+119,526011,2550.28%+11,255
CAPITAL ONE FINL CORP(COF)026,916+26,91604,0080.10%+4,008
ECOLAB INC(ECL)035,651+35,65108,2320.21%+8,232
IQVIA HLDGS INC(IQV)023,559+23,55905,9580.15%+5,958
EATON CORP PLC(ETN)028,775+28,77508,9970.23%+8,997
ABBOTT LABS150,661167,397+16,73616,58319,0260.48%+2,443
PACCAR INC(PCAR)105,107102,474-2,63310,26412,6950.32%+2,432
ONEOK INC NEW(OKE)0103,886+103,88608,3290.21%+8,329
KLA CORP(KLAC)10,52612,079+1,5536,1198,4380.21%+2,319
ADVANCED MICRO DEVICES INC(AMD)53,88156,445+2,5647,94310,1880.26%+2,245
CHIPOTLE MEXICAN GRILL INC(CMG)2,8132,972+1596,4338,6390.22%+2,206
CHUBB LIMITED
COM
039,080+39,080010,1270.26%+10,127
S&P GLOBAL INC(SPGI)37,73044,031+6,30116,62118,7330.47%+2,112
TRANE TECHNOLOGIES PLC(TT)09,951+9,95102,9870.08%+2,987
TRAVELERS COMPANIES INC(TRV)033,150+33,15007,6290.19%+7,629
THE CIGNA GROUP(CI)044,461+44,461016,1480.41%+16,148
APOLLO GLOBAL MGMT INC(APO)040,434+40,43404,5470.11%+4,547
TAIWAN SEMICONDUCTOR MFG LTD(TSM)067,976+67,97609,2480.23%+9,248
VERIZON COMMUNICATIONS INC(VZ)443,147445,746+2,59916,70718,7030.47%+1,997
STELLANTIS N.V(STLA)074,775+74,77501,9930.05%+1,993
COPART INC(CPRT)157,156167,232+10,0767,7019,6860.24%+1,985
HCA HEALTHCARE INC(HCA)023,281+23,28107,7650.20%+7,765
INTUIT(INTU)21,27123,447+2,17613,29515,2400.39%+1,945
AVANGRID INC0108,767+108,76703,9630.10%+3,963
CADENCE DESIGN SYSTEM INC(CDNS)26,63929,488+2,8497,2569,1790.23%+1,924
AIRBNB INC039,628+39,62806,5370.17%+6,537
MONDELEZ INTL INC(MDLZ)0136,693+136,69309,5690.24%+9,569
ACCENTURE PLC IRELAND
SHS CLASS A
57,55463,706+6,15220,19622,0810.56%+1,885
TARGA RES CORP(TRGP)059,042+59,04206,6120.17%+6,612
DOORDASH INC(DASH)034,576+34,57604,7620.12%+4,762
CINTAS CORP(CTAS)011,362+11,36207,8060.20%+7,806
MEDTRONIC PLC(MDT)0140,187+140,187012,2170.31%+12,217
ISHARES TR
ESG AWRE 1 5 YR
071,816+71,81601,7580.04%+1,758
BERKSHIRE HATHAWAY INC DEL016,317+16,31706,8620.17%+6,862
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0485,270+485,27005,7460.15%+5,746
AUTOZONE INC(AZO)01,301+1,30104,1010.10%+4,101
XYLEM INC(XYL)46,26054,009+7,7495,2906,9800.18%+1,690
CITIGROUP INC(C)0101,042+101,04206,3900.16%+6,390
SYSCO CORP(SYY)108,796118,666+9,8707,9569,6330.24%+1,677
LOWES COS INC(LOW)036,960+36,96009,4150.24%+9,415
FASTENAL CO(FAST)076,897+76,89705,9320.15%+5,932
CORTEVA INC(CTVA)0129,464+129,46407,4660.19%+7,466
VERTIV HOLDINGS CO(VRT)039,423+39,42303,2200.08%+3,220
PNC FINL SVCS GROUP INC(PNC)068,860+68,860011,1280.28%+11,128
LOEWS CORP(L)0156,500+156,500012,2520.31%+12,252
WABTEC(WAB)042,196+42,19606,1470.16%+6,147
EMERSON ELEC CO(EMR)063,616+63,61607,2150.18%+7,215
PEPSICO INC(PEP)091,158+91,158015,9540.40%+15,954
COINBASE GLOBAL INC(COIN)012,940+12,94003,4310.09%+3,431
UNILEVER PLC(UL)0110,836+110,83605,5630.14%+5,563
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
026,342+26,34201,5420.04%+1,542
EDWARDS LIFESCIENCES CORP046,624+46,62404,4550.11%+4,455
DIAGEO PLC(DEO)031,942+31,94204,7510.12%+4,751
KROGER CO(KR)0116,365+116,36506,6480.17%+6,648
HARTFORD FINL SVCS GROUP INC(HIG)050,725+50,72505,2270.13%+5,227
MONOLITHIC PWR SYS INC(MPWR)02,750+2,75001,8630.05%+1,863
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