Fund HoldingsEthic Inc.

Total Portfolio Value
$4.26B
Total Bought
$549.39M
Total Sold
$187.03M
Net Transaction
+$362.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)175,0171,853,356+1,678,339158,138228,9645.37%+70,825
APPLE INC(AAPL)01,115,004+1,115,0040234,8425.51%+234,842
MICROSOFT CORP(MSFT)510,501542,950+32,449214,778242,6715.69%+27,893
ALPHABET INC(GOOG)515,874528,436+12,56277,86196,2552.26%+18,394
ALPHABET INC(GOOG)359,409378,421+19,01254,72469,4101.63%+14,686
ELI LILLY & CO(LLY)69,76774,103+4,33654,27667,0911.57%+12,815
AMAZON COM INC(AMZN)571,434596,852+25,418103,075115,3422.70%+12,267
BROADCOM INC(AVGO)25,75827,111+1,35334,14043,5271.02%+9,386
META PLATFORMS INC(META)99,499108,426+8,92748,31554,6711.28%+6,356
SEMPRA(SRE)0138,577+138,577010,5400.25%+10,540
TESLA INC(TSLA)0108,513+108,513021,4730.50%+21,473
AT&T INC(T)0915,410+915,410017,4930.41%+17,493
NOVO-NORDISK A S(NVO)167,817181,494+13,67721,54825,9060.61%+4,359
CHUBB LIMITED
COM
39,08055,132+16,05210,12714,0630.33%+3,936
TAIWAN SEMICONDUCTOR MFG LTD(TSM)67,97675,639+7,6639,24813,1470.31%+3,899
APPLIED MATLS INC100,047103,540+3,49320,63324,4350.57%+3,802
ELEVANCE HEALTH INC(ELV)025,046+25,046013,5710.32%+13,571
NETFLIX INC(NFLX)36,76338,623+1,86022,32726,0660.61%+3,739
ORACLE CORP(ORCL)160,054168,692+8,63820,10423,8190.56%+3,715
TJX COS INC NEW(TJX)138,011160,062+22,05113,99717,6230.41%+3,626
QUALCOMM INC(QCOM)103,480105,249+1,76917,51920,9630.49%+3,444
ADOBE INC(ADBE)043,295+43,295024,0520.56%+24,052
BOSTON SCIENTIFIC CORP(BSX)194,983216,462+21,47913,35416,6700.39%+3,315
TEXAS INSTRS INC(TXN)62,03772,472+10,43510,80814,0980.33%+3,290
COMCAST CORP NEW(CCZ)0410,122+410,122016,0600.38%+16,060
INTUITIVE SURGICAL INC35,11638,267+3,15114,01517,0230.40%+3,009
BOOKING HOLDINGS INC(BKNG)04,447+4,447017,6180.41%+17,618
ASML HOLDING N V
N Y REGISTRY SHS
12,88514,806+1,92112,50515,1430.36%+2,638
T-MOBILE US INC(TMUS)089,554+89,554015,7780.37%+15,778
MORGAN STANLEY(MS)119,526142,063+22,53711,25513,8070.32%+2,553
SYNOPSYS INC(SNPS)015,449+15,44909,1930.22%+9,193
HDFC BANK LTD(HDB)080,186+80,18605,1580.12%+5,158
ASTRAZENECA PLC(AZN)0107,740+107,74008,4030.20%+8,403
MARSH & MCLENNAN COS INC(MRSH)064,743+64,743013,6430.32%+13,643
NOVARTIS AG(NVS)0140,957+140,957015,0060.35%+15,006
JD.COM INC(JD)082,493+82,49302,1320.05%+2,132
DT MIDSTREAM INC(DTM)072,923+72,92305,1800.12%+5,180
LAM RESEARCH CORP(LRCX)14,58615,256+67014,17116,2450.38%+2,074
GOLDMAN SACHS GROUP INC(GS)043,196+43,196019,5380.46%+19,538
UNITEDHEALTH GROUP INC(UNH)078,615+78,615040,0350.94%+40,035
MONDELEZ INTL INC(MDLZ)136,693175,438+38,7459,56911,4810.27%+1,912
PALO ALTO NETWORKS INC(PANW)026,660+26,66009,0380.21%+9,038
ARISTA NETWORKS INC025,321+25,32108,8740.21%+8,874
UBER TECHNOLOGIES INC(UBER)148,042181,720+33,67811,39813,2070.31%+1,810
AMGEN INC(AMGN)043,459+43,459013,5790.32%+13,579
CORNING INC(GLW)0177,205+177,20506,8840.16%+6,884
S&P GLOBAL INC(SPGI)44,03145,965+1,93418,73320,5010.48%+1,768
COSTCO WHSL CORP NEW(COST)011,013+11,01309,3610.22%+9,361
SERVICENOW INC(NOW)21,12722,653+1,52616,10717,8200.42%+1,713
SUMITOMO MITSUI FINL GROUP I(SMFG)0451,121+451,12106,0500.14%+6,050
WABTEC(WAB)42,19649,553+7,3576,1477,8320.18%+1,685
BAKER HUGHES COMPANY(BKR)0152,921+152,92105,3780.13%+5,378
HSBC HLDGS PLC(HSBC)160,897183,613+22,7166,3337,9870.19%+1,654
VERTEX PHARMACEUTICALS INC(VRTX)021,162+21,16209,9190.23%+9,919
WALMART INC(WMT)056,855+56,85503,8500.09%+3,850
HUMANA INC(HUM)011,767+11,76704,3970.10%+4,397
ATMOS ENERGY CORP(ATO)047,269+47,26905,5140.13%+5,514
SIMON PPTY GROUP INC NEW(SPG)053,290+53,29008,0890.19%+8,089
KLA CORP(KLAC)12,07912,146+678,43810,0140.23%+1,576
BARCLAYS PLC0143,491+143,49101,5370.04%+1,537
JPMORGAN CHASE & CO.(JPM)040,741+40,74108,2400.19%+8,240
UNILEVER PLC(UL)110,836128,226+17,3905,5637,0510.17%+1,488
XYLEM INC(XYL)54,00962,207+8,1986,9808,4370.20%+1,457
PFIZER INC(PFE)0369,434+369,434010,3370.24%+10,337
BERKSHIRE HATHAWAY INC DEL16,31720,385+4,0686,8628,2930.19%+1,431
BJS WHSL CLUB HLDGS INC(BJ)022,433+22,43301,9710.05%+1,971
GLOBE LIFE INC031,132+31,13202,5620.06%+2,562
OWENS CORNING NEW(OC)07,922+7,92201,3760.03%+1,376
IRON MTN INC DEL(IRM)057,912+57,91205,1900.12%+5,190
US BANCORP DEL(USB)0190,473+190,47307,5620.18%+7,562
ANALOG DEVICES INC(ADI)030,506+30,50606,9630.16%+6,963
PROCTER AND GAMBLE CO(PG)025,674+25,67404,2340.10%+4,234
RELX PLC(RELX)0214,261+214,26109,8300.23%+9,830
MICRON TECHNOLOGY INC(MU)143,639138,019-5,62016,93418,1540.43%+1,220
DELL TECHNOLOGIES INC(DELL)031,293+31,29304,3160.10%+4,316
SCHWAB CHARLES CORP(SCHW)0145,626+145,626010,7310.25%+10,731
THOMSON REUTERS CORP.(TRI)06,538+6,53801,1020.03%+1,102
AMERICAN EXPRESS CO(AXP)69,36272,958+3,59615,79316,8940.40%+1,100
CONSTELLATION ENERGY CORP(CEG)022,798+22,79804,5660.11%+4,566
WELLTOWER INC(WELL)067,054+67,05406,9900.16%+6,990
AUTOZONE INC(AZO)1,3011,747+4464,1015,1780.12%+1,077
ICICI BANK LIMITED(IBN)0281,339+281,33908,1050.19%+8,105
US FOODS HLDG CORP(USFD)049,453+49,45302,6200.06%+2,620
DANAHER CORPORATION(DHR)043,040+43,040010,7530.25%+10,753
KEURIG DR PEPPER INC(KDP)0181,423+181,42306,0600.14%+6,060
BANK AMERICA CORP088,519+88,51903,5200.08%+3,520
BECTON DICKINSON & CO(BDX)038,348+38,34808,9620.21%+8,962
AMPHENOL CORP NEW093,506+93,50606,3000.15%+6,300
C H ROBINSON WORLDWIDE INC(CHRW)032,521+32,52102,8660.07%+2,866
DECKERS OUTDOOR CORP(DECK)03,908+3,90803,7830.09%+3,783
LAMB WESTON HLDGS INC(LW)018,896+18,89601,5890.04%+1,589
BANK NEW YORK MELLON CORP0178,133+178,133010,6680.25%+10,668
CHENIERE ENERGY INC(LNG)020,031+20,03103,5020.08%+3,502
VISA INC(V)137,044149,221+12,17738,24639,1660.92%+920
KB FINL GROUP INC(KB)072,204+72,20404,0870.10%+4,087
FIRST SOLAR INC(FSLR)013,897+13,89703,1330.07%+3,133
FAIR ISAAC CORP(FICO)02,446+2,44603,6410.09%+3,641
DOVER CORP(DOV)029,998+29,99805,4130.13%+5,413
EATON CORP PLC(ETN)28,77531,455+2,6808,9979,8630.23%+866
AMERIPRISE FINL INC(AMP)016,068+16,06806,8640.16%+6,864
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