Fund Holdings — Ethic Inc.

Total Portfolio Value
$3.96B
Total Bought
$700.32M
Total Sold
$178.21M
Net Transaction
+$522.11M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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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)38,57087,565+48,9955,97715,9460.40%+9,968
JOHNSON & JOHNSON(JNJ)24,81382,322+57,5093,88913,0220.33%+9,133
MERCK & CO INC(MRK)239,237261,741+22,50426,08234,5370.87%+8,455
TEXAS INSTRS INC(TXN)18,91562,037+43,1223,22410,8080.27%+7,583
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)124,279160,054+35,77513,10320,1040.51%+7,002
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)65,47070,219+4,74910,42814,5230.37%+4,095
TJX COS INC NEW(TJX)106,479138,011+31,5329,98913,9970.35%+4,008
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)69,076160,897+91,8212,8006,3330.16%+3,533
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)1,13112,475+11,3443453,6190.09%+3,274
BOSTON SCIENTIFIC CORP(BSX)175,982194,983+19,00110,17413,3540.34%+3,181
VULCAN MATLS CO(VMC)4,81615,567+10,7511,0934,2480.11%+3,155
APPLIED MATLS INC107,915100,047-7,86817,49020,6330.52%+3,143
STRYKER CORPORATION(SYK)33,79437,054+3,26010,12013,2610.34%+3,141
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)1,111,0341,238,510+127,4765,0117,9510.20%+2,940
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)91,629119,526+27,8978,54411,2550.28%+2,710
CAPITAL ONE FINL CORP(COF)10,92426,916+15,9921,4324,0080.10%+2,575
ECOLAB INC(ECL)28,86735,651+6,7845,7268,2320.21%+2,506
IQVIA HLDGS INC(IQV)15,06623,559+8,4933,4865,9580.15%+2,472
EATON CORP PLC(ETN)27,14828,775+1,6276,5388,9970.23%+2,459
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)85,466103,886+18,4206,0018,3290.21%+2,327
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
35,12739,080+3,9537,93910,1270.26%+2,188
S&P GLOBAL INC(SPGI)37,73044,031+6,30116,62118,7330.47%+2,112
TRANE TECHNOLOGIES PLC(TT)3,6119,951+6,3408812,9870.08%+2,107
TRAVELERS COMPANIES INC(TRV)29,03033,150+4,1205,5307,6290.19%+2,099
THE CIGNA GROUP(CI)46,98344,461-2,52214,06916,1480.41%+2,079
APOLLO GLOBAL MGMT INC(APO)26,50440,434+13,9302,4704,5470.11%+2,077
TAIWAN SEMICONDUCTOR MFG LTD(TSM)68,99867,976-1,0227,1769,2480.23%+2,072
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)21,47723,281+1,8045,8137,7650.20%+1,951
INTUIT(INTU)21,27123,447+2,17613,29515,2400.39%+1,945
AVANGRID INC62,288108,767+46,4792,0193,9630.10%+1,945
CADENCE DESIGN SYSTEM INC(CDNS)26,63929,488+2,8497,2569,1790.23%+1,924
AIRBNB INC33,97239,628+5,6564,6256,5370.17%+1,912
MONDELEZ INTL INC(MDLZ)105,892136,693+30,8017,6709,5690.24%+1,899
ACCENTURE PLC IRELAND
SHS CLASS A
57,55463,706+6,15220,19622,0810.56%+1,885
TARGA RES CORP(TRGP)54,47859,042+4,5644,7336,6120.17%+1,880
DOORDASH INC(DASH)29,41234,576+5,1642,9094,7620.12%+1,853
CINTAS CORP(CTAS)9,93111,362+1,4315,9857,8060.20%+1,821
MEDTRONIC PLC(MDT)126,362140,187+13,82510,41012,2170.31%+1,808
ISHARES TR
ESG AWRE 1 5 YR
071,816+71,81601,7580.04%+1,758
BERKSHIRE HATHAWAY INC DEL14,31616,317+2,0015,1066,8620.17%+1,756
BANCO BILBAO VIZCAYA ARGENTA(BBVA)438,475485,270+46,7953,9955,7460.15%+1,751
AUTOZONE INC(AZO)9301,301+3712,4054,1010.10%+1,696
XYLEM INC(XYL)46,26054,009+7,7495,2906,9800.18%+1,690
CITIGROUP INC(C)91,503101,042+9,5394,7076,3900.16%+1,683
SYSCO CORP(SYY)108,796118,666+9,8707,9569,6330.24%+1,677
LOWES COS INC(LOW)34,82736,960+2,1337,7519,4150.24%+1,664
FASTENAL CO(FAST)66,09476,897+10,8034,2815,9320.15%+1,651
CORTEVA INC(CTVA)121,526129,464+7,9385,8247,4660.19%+1,643
VERTIV HOLDINGS CO(VRT)33,10239,423+6,3211,5903,2200.08%+1,630
PNC FINL SVCS GROUP INC(PNC)61,36368,860+7,4979,50211,1280.28%+1,626
LOEWS CORP(L)152,944156,500+3,55610,64312,2520.31%+1,609
WABTEC(WAB)35,78742,196+6,4094,5416,1470.16%+1,606
EMERSON ELEC CO(EMR)57,72263,616+5,8945,6187,2150.18%+1,597
PEPSICO INC(PEP)84,59791,158+6,56114,36815,9540.40%+1,586
COINBASE GLOBAL INC(COIN)10,67312,940+2,2671,8563,4310.09%+1,574
UNILEVER PLC(UL)82,289110,836+28,5473,9895,5630.14%+1,573
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
026,342+26,34201,5420.04%+1,542
EDWARDS LIFESCIENCES CORP38,29546,624+8,3292,9204,4550.11%+1,535
DIAGEO PLC(DEO)22,11331,942+9,8293,2214,7510.12%+1,530
KROGER CO(KR)113,120116,365+3,2455,1716,6480.17%+1,477
HARTFORD FINL SVCS GROUP INC(HIG)46,76750,725+3,9583,7595,2270.13%+1,468
MONOLITHIC PWR SYS INC(MPWR)6712,750+2,0794231,8630.05%+1,440
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Ethic Inc. — 13F Holdings — Q1 2024 | TickerTrail