Fund HoldingsEthic Inc.

Total Portfolio Value
$5.58B
Total Bought
$958.38M
Total Sold
$240.83M
Net Transaction
+$717.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)02,251,048+2,251,0480355,1036.36%+355,103
MICROSOFT CORP(MSFT)0684,901+684,9010339,6706.08%+339,670
BROADCOM INC(AVGO)0329,339+329,339088,7081.59%+88,708
AMAZON.COM INC(AMZN)0742,871+742,8710165,8832.97%+165,883
META PLATFORMS INC CL A(META)144,756153,146+8,39084,827112,3522.01%+27,526
NETFLIX INC(NFLX)35,33045,349+10,01932,79960,0021.07%+27,203
ALPHABET INC CAP STOCK CL C(GOOG)536,082588,274+52,19285,173104,8721.88%+19,699
ORACLE CORP(ORCL)0196,572+196,572041,3270.74%+41,327
SPDR S&P 500 ETF TRUST(SPY)022,371+22,371013,7560.25%+13,756
GE VERNOVA INC(GEV)18,09432,594+14,5005,71116,9380.30%+11,227
TESLA INC(TSLA)0156,885+156,885050,7730.91%+50,773
CAPITAL ONE FINANCIAL CORP(COF)071,800+71,800015,1500.27%+15,150
GOLDMAN SACHS GROUP INC(GS)048,156+48,156033,2670.60%+33,267
TCW TRANSFORM 500 ETF
TRANSFRM 500 ETF
196,977278,514+81,53712,93920,1670.36%+7,228
AMERICAN WATER WKS CO INC065,693+65,69309,0600.16%+9,060
MORGAN STANLEY(MS)0184,382+184,382025,9410.46%+25,941
INTUIT(INTU)031,284+31,284024,2940.44%+24,294
INTL BUSINESS MACHINES(IBM)128,158131,420+3,26232,08338,0720.68%+5,989
PALANTIR TECHNOLOGIES INC CL A(PLTR)88,972103,404+14,4327,53413,5190.24%+5,985
SERVICENOW INC(NOW)025,496+25,496026,0670.47%+26,067
DISNEY WALT CO(DIS)0199,309+199,309024,3830.44%+24,383
CISCO SYSTEMS INC(CSCO)442,227477,137+34,91027,33032,7550.59%+5,426
SPOTIFY TECHNOLOGY SA(SPOT)20,73621,826+1,09011,44116,8630.30%+5,422
APPLIED MATERIALS INC0119,638+119,638021,9190.39%+21,919
LAM RESEARCH CORP NEW(LRCX)0187,307+187,307018,2060.33%+18,206
UBER TECHNOLOGIES INC(UBER)220,583227,946+7,36316,10020,8640.37%+4,764
ADVANCED MICRO DEVICES INC(AMD)079,196+79,196011,3890.20%+11,389
DOORDASH INC CL A(DASH)40,22549,862+9,6377,33812,0820.22%+4,744
REGENERON PHARMACEUTICALS(REGN)016,847+16,84708,7770.16%+8,777
COINBASE GLOBAL INC CL A(COIN)017,555+17,55506,2050.11%+6,205
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)068,336+68,336015,6200.28%+15,620
AMERICAN EXPRESS CO(AXP)080,325+80,325025,4780.46%+25,478
BOOKING HOLDINGS INC(BKNG)04,754+4,754027,0680.48%+27,068
EATON CORP PLC(ETN)040,770+40,770014,4010.26%+14,401
CATERPILLAR INC(CAT)058,256+58,256022,4120.40%+22,412
QUANTA SERVICES INC031,237+31,237011,9090.21%+11,909
KLA CORP NEW(KLAC)15,66016,302+64210,68814,5070.26%+3,819
ROBLOX CORP CL A(RBLX)041,018+41,01804,3310.08%+4,331
MICROCHIP TECHNOLOGY INC(MCHP)091,040+91,04006,4170.11%+6,417
CROWDSTRIKE HOLDINGS INC CL A(CRWD)022,525+22,525011,2470.20%+11,247
VISA INC CL A(V)162,875172,115+9,24056,41260,0011.07%+3,589
AMPHENOL CORP CL A0108,386+108,386010,5860.19%+10,586
CHARLES SCHWAB CORP(SCHW)0173,186+173,186015,5830.28%+15,583
GRUPO CIBEST SA SPON ADS072,941+72,94103,2890.06%+3,289
TEXAS INSTRUMENTS INC(TXN)087,874+87,874018,1970.33%+18,197
CONSTELLATION ENERGY CORP(CEG)021,651+21,65106,9320.12%+6,932
CLOUDFLARE INC CL A(NET)034,531+34,53106,7010.12%+6,701
NUCOR CORP(NUE)036,244+36,24404,7640.09%+4,764
VERTIV HOLDINGS CO CL A(VRT)049,526+49,52606,2980.11%+6,298
TRANE TECHNOLOGIES PLC(TT)026,836+26,836011,6010.21%+11,601
JOHNSON CONTROLS INTL PLC
SHS
0112,959+112,959011,8690.21%+11,869
GENERAL ELECTRIC CO NEW(GE)51,83153,059+1,22810,56313,5040.24%+2,941
MONOLITHIC POWER SYSTEMS INC(MPWR)06,852+6,85205,0430.09%+5,043
JPMORGAN CHASE & CO(JPM)63,51563,990+47515,47618,3720.33%+2,896
FIFTH THIRD BANCORP(FITB)0152,280+152,28006,3210.11%+6,321
DOLLAR TREE INC(DLTR)063,136+63,13606,2320.11%+6,232
EMERSON ELECTRIC CO(EMR)074,996+74,99609,9870.18%+9,987
PFIZER INC(PFE)643,515764,329+120,81415,79218,4890.33%+2,697
HOWMET AEROSPACE INC(HWM)046,202+46,20208,5430.15%+8,543
PALO ALTO NETWORKS INC(PANW)066,261+66,261013,2900.24%+13,290
AXON ENTERPRISE INC(AXON)04,865+4,86503,9820.07%+3,982
ABBOTT LABORATORIES218,423233,182+14,75928,76431,3350.56%+2,571
ROBINHOOD MKTS INC CL A(HOOD)053,410+53,41004,4350.08%+4,435
DOLLAR GENERAL CORP(DG)033,143+33,14303,7930.07%+3,793
MICRON TECHNOLOGY INC(MU)0130,838+130,838016,3230.29%+16,323
BANK NEW YORK MELLON CORP174,532184,936+10,40414,62116,8620.30%+2,242
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)29,22934,689+5,4606,1428,3750.15%+2,233
STRYKER CORPORATION(SYK)51,82954,815+2,98619,34821,5720.39%+2,225
JABIL INC(JBL)021,495+21,49504,6720.08%+4,672
CONSOLIDATED EDISON INC(ED)106,004140,632+34,62811,66713,8030.25%+2,136
US BANCORP DEL(USB)0236,852+236,852010,8380.19%+10,838
LABCORP HOLDINGS INC(LH)010,938+10,93802,8500.05%+2,850
SYNOPSYS INC(SNPS)017,221+17,22108,6560.16%+8,656
WAL-MART INC(WMT)111,553122,500+10,9479,90911,9160.21%+2,006
DELL TECHNOLOGIES INC CL C(DELL)047,728+47,72805,9180.11%+5,918
BLACKSTONE INC(BX)073,134+73,134011,0510.20%+11,051
MAC COPPER LIMITED ORD SHS0159,556+159,55601,9290.03%+1,929
DARDEN RESTAURANTS INC(DRI)021,283+21,28304,6000.08%+4,600
ROCKWELL AUTOMATION INC(ROK)016,706+16,70605,5120.10%+5,512
WOORI FINANCIAL GROUP INC SP A(WF)0105,012+105,01205,1500.09%+5,150
ASML HOLDING NV NY REGISTRY
N Y REGISTRY SHS
014,759+14,759011,7470.21%+11,747
COSTAR GROUP INC(CSGP)022,918+22,91801,8510.03%+1,851
FERGUSON ENTERPRISES INC COMMO(FERG)021,116+21,11604,6030.08%+4,603
AUTODESK INC027,780+27,78008,4760.15%+8,476
CITIGROUP INC NEW(C)0122,575+122,575010,3430.19%+10,343
ALPHABET INC CAP STOCK CL A(GOOG)0498,322+498,322088,9651.59%+88,965
SNOWFLAKE INC CL A(SNOW)026,152+26,15205,8220.10%+5,822
CARRIER GLOBAL CORPORATION(CARR)0123,254+123,25409,0800.16%+9,080
NASDAQ INC(NDAQ)097,652+97,65208,6990.16%+8,699
ROCKET LAB CORP(RKLB)048,501+48,50101,7160.03%+1,716
ROYAL CARIBBEAN GROUP
COM
013,273+13,27304,1080.07%+4,108
LOWES COS INC(LOW)58,25768,083+9,82613,63315,2250.27%+1,593
RTX CORPORATION(RTX)41,19548,788+7,5935,4737,0580.13%+1,585
PHILIP MORRIS INTL INC(PM)33,05637,406+4,3505,2266,7720.12%+1,546
CADENCE DESIGN SYSTEM INC(CDNS)026,255+26,25508,0130.14%+8,013
ZSCALER INC(ZS)07,998+7,99802,5220.05%+2,522
IDEXX LABORATORIES INC(IDXX)8,6579,668+1,0113,6245,1370.09%+1,513
D R HORTON INC(DHI)043,160+43,16005,5540.10%+5,554
HOME DEPOT INC(HD)0103,443+103,443038,1440.68%+38,144
ANALOG DEVICES INC(ADI)034,779+34,77908,2410.15%+8,241
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