Fund Holdings

Ethic Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ALPHABET INC CAP STOCK CL A(GOOG)0592,130+592,1300170,272,9772.67%+170,272,977
UBER TECHNOLOGIES INC(UBER)0224,902+224,902016,177,2280.25%+16,177,228
VANGUARD WORLD FD ESG US STK E0131,998+131,998014,819,4150.23%+14,819,415
JOHNSON & JOHNSON(JNJ)83,084103,413+20,32917,194,32725,278,3360.40%+8,084,009
APPLIED MATERIALS INC112,867108,317-4,55029,005,63937,021,6240.58%+8,015,985
WESTERN DIGITAL CORP(WDC)34,42649,359+14,9335,930,54913,351,1970.21%+7,420,648
ASTRAZENECA PLC(AZN)035,606+35,60607,022,1560.11%+7,022,156
GE VERNOVA INC(GEV)33,03732,152-88521,592,11328,065,2930.44%+6,473,180
ISHARES ESG AWARE MSCI EAFE ET
ESG AW MSCI EAFE
067,579+67,57906,461,8920.10%+6,461,892
VERIZON COMMUNICATIONS INC(VZ)549,542563,472+13,93022,382,86428,286,3030.44%+5,903,439
CATERPILLAR INC(CAT)59,20656,155-3,05133,917,46439,783,2550.62%+5,865,791
ASML HOLDING NV NY REGISTRY
N Y REGISTRY SHS
19,13719,928+79120,473,52726,321,1500.41%+5,847,623
NORFOLK SOUTHERN CORP(SO)32,62951,547+18,9182,845,2888,688,4940.14%+5,843,206
EXXON MOBILE CORP97,967103,593+5,62611,789,35617,575,5600.28%+5,786,204
MERCK & CO INC(MRK)318,145326,297+8,15233,487,95039,250,3060.61%+5,762,356
SANDISK CORP(SNDK)10,49412,669+2,1752,491,0668,049,1220.13%+5,558,056
MICRON TECHNOLOGY INC(MU)130,044125,702-4,34237,115,92542,467,1630.67%+5,351,238
LAM RESEARCH CORP NEW(LRCX)183,536171,923-11,61331,417,61236,733,0980.58%+5,315,486
ONEOK INC(OKE)70,678113,554+42,8765,194,80010,264,1690.16%+5,069,369
LUMENTUM HOLDINGS INC(LITE)06,987+6,98704,910,1840.08%+4,910,184
COSTCO WHOLESALE CORP(COST)17,29919,848+2,54914,917,88919,776,7420.31%+4,858,853
PFIZER INC(PFE)718,938800,505+81,56717,901,55722,478,1690.35%+4,576,612
VERTIV HOLDINGS CO CL A(VRT)51,77751,673-1048,388,35412,948,1240.20%+4,559,770
CORNING INC(GLW)181,106150,019-31,08715,857,63520,398,0460.32%+4,540,411
KLA CORP NEW(KLAC)16,86817,003+13520,495,79525,035,0020.39%+4,539,207
CORTEVA INC(CTVA)91,808124,765+32,9576,153,90010,444,0590.16%+4,290,159
INTEL CORP(INTC)452,848470,162+17,31416,710,09420,748,2620.32%+4,038,168
WAL-MART INC(WMT)158,043173,884+15,84117,607,56221,610,3340.34%+4,002,772
AT&T INC(T)1,052,5431,036,952-15,59126,145,16330,061,2470.47%+3,916,084
MCCORMICK & CO INC NON VTG(MKC)076,549+76,54903,861,1350.06%+3,861,135
QUANTA SERVICES INC29,94829,925-2312,639,73516,429,6110.26%+3,789,876
MICROCHIP TECHNOLOGY INC(MCHP)057,965+57,96503,745,0880.06%+3,745,088
NETFLIX INC(NFLX)485,365510,430+25,06545,507,79549,077,7970.77%+3,570,002
CONSOLIDATED EDISON INC(ED)153,808164,899+11,09115,276,25218,663,2330.29%+3,386,981
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)84,52685,984+1,45825,686,58029,058,1730.46%+3,371,593
DEERE & CO(DE)30,66531,208+54314,276,67317,579,5370.28%+3,302,864
WABTEC(WAB)43,89350,623+6,7309,368,90212,651,1500.20%+3,282,248
COLGATE PALMOLIVE CO(CL)100,307131,150+30,8437,926,28611,177,9520.18%+3,251,666
KEYSIGHT TECHNOLOGIES INC(KEYS)17,39124,006+6,6153,533,6776,778,4420.11%+3,244,765
PEPSICO INC(PEP)60,12176,336+16,2158,628,54111,854,2550.19%+3,225,714
EQUINIX INC(EQIX)8,2279,712+1,4856,303,3399,520,2860.15%+3,216,947
HALLIBURTON CO(HAL)370,851350,303-20,54810,480,23713,658,3310.21%+3,178,094
CHENIERE ENERGY INC NEW(LNG)18,23723,542+5,3053,545,1426,680,3260.10%+3,135,184
EXELON CORP(EXC)334,268358,659+24,39114,570,73017,581,4470.28%+3,010,717
MOLSON COORS BEVERAGE CO CL B(TAP)068,003+68,00302,928,2290.05%+2,928,229
EATON CORP PLC(ETN)42,33845,837+3,49913,484,96816,394,4210.26%+2,909,453
NOVARTIS AG SP ADR(NVS)93,865103,551+9,68612,941,14215,817,3570.25%+2,876,215
UGI CORP(UGI)078,547+78,54702,860,6720.04%+2,860,672
HEICO CORP CL A(HEI)013,530+13,53002,856,0460.04%+2,856,046
CHEVRON CORP(CVX)40,92843,622+2,6946,237,8399,025,4190.14%+2,787,580
SEAGATE TECHNOLOGY HLDNGS PLC
ORD SHS
19,46820,750+1,2825,361,1688,129,1330.13%+2,767,965
FIFTH THIRD BANCORP(FITB)160,364220,714+60,3507,506,64810,254,3610.16%+2,747,713
SK TELECOM LTD SP ADR(SKM)90,560156,513+65,9531,859,2074,584,2590.07%+2,725,052
AMGEN INC(AMGN)46,07250,540+4,46815,079,70017,782,5920.28%+2,702,892
CHUBB LIMITED
COM
64,69070,221+5,53120,191,03222,886,9920.36%+2,695,960
TEXAS INSTRUMENTS INC(TXN)83,04588,062+5,01714,407,47117,096,4460.27%+2,688,975
VIPER ENERGY INC CL A(VNOM)5,65061,809+56,159218,2592,904,4050.05%+2,686,146
CME GROUP INC(CME)62,81566,949+4,13417,153,64719,773,4110.31%+2,619,764
BRISTOL-MYERS SQUIBB CO(BMY)212,302231,638+19,33611,451,56514,048,8420.22%+2,597,277
AMERICAN WATER WKS CO INC99,610113,760+14,15012,999,12215,481,5760.24%+2,482,454
CIENA CORP NEW(CIEN)14,23814,790+5523,329,8415,741,9220.09%+2,412,081
FLEX LTD(EFXT)036,321+36,32102,377,5730.04%+2,377,573
COCA-COLA CO(KO)93,246115,013+21,7676,518,8568,746,7540.14%+2,227,898
BAKER HUGHES COMPANY CL A(BKR)111,247119,022+7,7755,066,2027,266,3080.11%+2,200,106
FIRST CITIZENS BANCSHARES INC01,157+1,15702,180,6400.03%+2,180,640
TJX COS INC(TJX)166,663173,844+7,18125,601,05427,762,9130.43%+2,161,859
MONDELEZ INTL INC CL A(MDLZ)167,849193,749+25,9009,035,29411,167,7090.17%+2,132,415
GILEAD SCIENCES INC(GILD)80,11985,798+5,6799,833,86211,957,7140.19%+2,123,852
DIGITAL REALTY TRUST INC(DLR)40,02346,117+6,0946,191,9138,310,7410.13%+2,118,828
KB FINANCIAL GROUP INC SP ADR(KB)68,58680,019+11,4335,901,1457,980,2500.12%+2,079,105
FTAI AVIATION LTD(FTAI)08,373+8,37302,051,3090.03%+2,051,309
DUKE ENERGY CORP NEW(DUK)015,545+15,54502,035,4150.03%+2,035,415
FOX CORP CL B(FOX)037,968+37,96802,016,0990.03%+2,016,099
COMFORT SYSTEMS USA INC(FIX)1,6772,587+9101,565,1443,567,5050.06%+2,002,361
ANALOG DEVICES INC(ADI)35,30536,231+9269,574,80911,526,6440.18%+1,951,835
CBOE GLOBAL MKTS INC(CBOE)26,86630,735+3,8696,743,2878,638,7750.14%+1,895,488
TENARIS SA SP ADS(TS)144,124125,572-18,5525,541,5737,305,7530.11%+1,764,180
HF SINCLAIR CORP(DINO)65,17876,285+11,1073,003,4144,759,3940.07%+1,755,980
OLD DOMINION FREIGHT LINE INC(ODFL)8,69815,839+7,1411,363,8713,094,8640.05%+1,730,993
RTX CORPORATION(RTX)63,82469,316+5,49211,705,40213,371,0470.21%+1,665,645
ROSS STORES INC(ROST)23,77227,428+3,6564,282,2775,941,7460.09%+1,659,469
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
036,340+36,34001,652,3580.03%+1,652,358
CONOCOPHILLIPS(COP)36,77638,571+1,7953,442,5895,091,4160.08%+1,648,827
BANK NEW YORK MELLON CORP193,196202,881+9,68522,428,16124,067,8200.38%+1,639,659
STATE STREET SPDR MSCI USA STR
ST STR MSCI USAQ
09,439+9,43901,620,1100.03%+1,620,110
SLB LIMITED COM STK(SLB)111,958114,591+2,6334,296,9385,888,8160.09%+1,591,878
U HAUL HOLDING COMPANY SER N035,054+35,05401,565,8630.02%+1,565,863
ARES MANAGEMENT CORPORATION CL(ARES)014,332+14,33201,563,6620.02%+1,563,662
LOCKHEED MARTIN CORP(LMT)6,2167,528+1,3123,006,6014,549,6520.07%+1,543,051
LIBERTY LIVE HOLDINGS INC SER(LLYVA)016,200+16,20001,524,5820.02%+1,524,582
SNAP ON INC(SNA)9,37312,961+3,5883,230,1074,707,6870.07%+1,477,580
FEDEX CORP(FDX)16,93617,883+9474,892,1826,369,4370.10%+1,477,255
SS&C TECHNOLOGIES HOLDINGS INC(IESC)021,657+21,65701,463,3530.02%+1,463,353
TERADYNE INC(TER)11,12612,199+1,0732,153,5153,616,5500.06%+1,463,035
ASE TECHNOLOGY HOLDING CO LTD(ASX)440,007394,003-46,0047,084,1168,541,9820.13%+1,457,866
TAKEDA PHARMACEUTICAL CO LTD S(TAK)304,655334,836+30,1814,749,5756,201,1700.10%+1,451,595
CISCO SYSTEMS INC(CSCO)503,919518,983+15,06438,816,91840,267,9110.63%+1,450,993
ECOLAB INC(ECL)41,13245,976+4,84410,797,93512,230,4320.19%+1,432,497
PUBLIC SERVICE ENTERPRISE GROU(PEG)105,571122,284+16,7138,477,3789,898,9140.16%+1,421,536
CHURCH & DWIGHT CO INC(CHD)54,10663,702+9,5964,536,7905,944,6720.09%+1,407,882
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