Fund HoldingsEthic Inc.

Total Portfolio Value
$2.85B
Total Bought
$350.57M
Total Sold
$136.72M
Net Transaction
+$213.86M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)377,342408,019+30,67745,16853,3931.87%+8,226
ELI LILLY & CO(LLY)55,51360,572+5,05926,03432,5351.14%+6,501
TESLA INC(TSLA)76,611102,846+26,23520,05425,7340.90%+5,680
ALPHABET INC(GOOG)336,776350,774+13,99840,74046,2501.62%+5,510
AMAZON COM INC(AMZN)446,318495,203+48,88558,18262,9502.21%+4,768
NVIDIA CORPORATION(NVDA)147,339154,050+6,71162,32767,0102.35%+4,683
MASTERCARD INCORPORATED(MA)54,08864,196+10,10821,27325,4160.89%+4,143
AMGEN INC(AMGN)30,08440,008+9,9246,67910,7530.38%+4,073
META PLATFORMS INC(META)74,09983,913+9,81421,26525,1920.88%+3,927
THE CIGNA GROUP(CI)32,89645,207+12,3119,23112,9320.45%+3,702
UNITEDHEALTH GROUP INC(UNH)60,28464,751+4,46728,97532,6471.15%+3,672
APPLIED MATLS INC68,84998,009+29,1609,95113,5690.48%+3,618
TRUIST FINL CORP(TFC)0142,577+142,57704,0790.14%+4,079
NOVO-NORDISK A S(NVO)69,022158,817+89,79511,17014,4430.51%+3,273
NOV INC(NOV)0192,789+192,78904,0290.14%+4,029
CISCO SYS INC(CSCO)420,648460,860+40,21221,76424,7760.87%+3,012
MARATHON OIL CORP0109,561+109,56102,9310.10%+2,931
BOOKING HOLDINGS INC(BKNG)3,0573,568+5118,25511,0040.39%+2,749
TJX COS INC NEW(TJX)81,128108,309+27,1816,8799,6260.34%+2,748
INTERNATIONAL BUSINESS MACHS(IBM)105,742119,025+13,28314,14916,6990.59%+2,550
MICROSOFT CORP(MSFT)411,486451,761+40,275140,127142,6435.01%+2,516
AUTOMATIC DATA PROCESSING IN53,96759,017+5,05011,86114,1980.50%+2,337
PROGRESSIVE CORP(PGR)54,36867,560+13,1927,1979,4110.33%+2,214
COMCAST CORP NEW(CCZ)350,580377,421+26,84114,56716,7350.59%+2,168
ACTIVISION BLIZZARD INC059,623+59,62305,5830.20%+5,583
ANHEUSER BUSCH INBEV SA/NV(BUD)098,835+98,83505,4660.19%+5,466
ADOBE INC(ADBE)34,16936,690+2,52116,70818,7080.66%+2,000
CATERPILLAR INC(CAT)37,78741,311+3,5249,29811,2780.40%+1,980
EXELON CORP(EXC)096,572+96,57203,6490.13%+3,649
BECTON DICKINSON & CO(BDX)27,63835,565+7,9277,2979,1950.32%+1,898
UNILEVER PLC(UL)084,289+84,28904,1640.15%+4,164
VERIZON COMMUNICATIONS INC(VZ)359,283467,835+108,55213,36215,1630.53%+1,801
ALBEMARLE CORP(ALB)010,532+10,53201,7910.06%+1,791
BERKSHIRE HATHAWAY INC DEL011,791+11,79104,1300.14%+4,130
DANAHER CORPORATION(DHR)29,92335,911+5,9887,1818,9090.31%+1,728
HDFC BANK LTD(HDB)032,773+32,77301,9340.07%+1,934
ARISTA NETWORKS INC020,901+20,90103,8440.13%+3,844
PRUDENTIAL FINL INC(PFH)081,472+81,47207,7310.27%+7,731
T-MOBILE US INC(TMUS)55,51066,556+11,0467,7109,3210.33%+1,611
METLIFE INC(MET)0108,198+108,19806,8070.24%+6,807
WARNER BROS DISCOVERY INC(WBD)0266,367+266,36702,8930.10%+2,893
HALLIBURTON CO(HAL)093,785+93,78503,7980.13%+3,798
TECHNIPFMC PLC(FTI)074,131+74,13101,5080.05%+1,508
FERGUSON PLC NEW014,715+14,71502,4200.08%+2,420
NOVARTIS AG(NVS)99,491112,980+13,48910,04011,5080.40%+1,469
VISA INC(V)107,023116,872+9,84925,41626,8820.94%+1,466
KT CORP(KT)0158,485+158,48502,0320.07%+2,032
BRISTOL-MYERS SQUIBB CO(BMY)136,893175,685+38,7928,75410,1970.36%+1,442
BAIDU INC010,707+10,70701,4380.05%+1,438
AMERICAN INTL GROUP INC152,132168,158+16,0268,75410,1900.36%+1,437
DIAMONDBACK ENERGY INC(FANG)028,392+28,39204,3970.15%+4,397
FEDEX CORP(FDX)07,160+7,16001,8970.07%+1,897
WILLIAMS COS INC(WMB)0143,405+143,40504,8310.17%+4,831
TARGA RES CORP(TRGP)064,491+64,49105,5280.19%+5,528
ILLINOIS TOOL WKS INC(ITW)35,24944,368+9,1198,81810,2180.36%+1,400
TOYOTA MOTOR CORP(TM)037,518+37,51806,7440.24%+6,744
CENCORA INC07,705+7,70501,3870.05%+1,387
STELLANTIS N.V(STLA)066,739+66,73901,2860.05%+1,286
EBAY INC.(EBAY)0111,580+111,58004,9200.17%+4,920
HOME DEPOT INC(HD)60,27466,085+5,81118,72419,9680.70%+1,245
MICRON TECHNOLOGY INC(MU)150,090157,093+7,0039,47210,6870.37%+1,215
CME GROUP INC(CME)33,99937,452+3,4536,3007,4990.26%+1,199
PALO ALTO NETWORKS INC(PANW)018,871+18,87104,4240.16%+4,424
COUPANG INC(CPNG)070,094+70,09401,1920.04%+1,192
SALESFORCE INC(CRM)63,65972,139+8,48013,44914,6280.51%+1,180
AFLAC INC(AFL)103,850109,795+5,9457,2498,4270.30%+1,178
APTIV PLC(APTV)037,975+37,97503,7440.13%+3,744
AMERIPRISE FINL INC(AMP)012,043+12,04303,9700.14%+3,970
EXTRA SPACE STORAGE INC(EXR)018,008+18,00802,1890.08%+2,189
HARTFORD FINL SVCS GROUP INC(HIG)043,140+43,14003,0590.11%+3,059
JPMORGAN CHASE & CO(JPM)026,984+26,98403,9130.14%+3,913
SCHWAB CHARLES CORP(SCHW)0128,389+128,38907,0490.25%+7,049
EMERSON ELEC CO(EMR)053,351+53,35105,1520.18%+5,152
APA CORPORATION(APA)042,932+42,93201,7640.06%+1,764
SUMITOMO MITSUI FINL GROUP I(SMFG)0325,999+325,99903,2110.11%+3,211
CENTENE CORP DEL(CNC)051,870+51,87003,5730.13%+3,573
BROADCOM INC(AVGO)20,00122,083+2,08217,35018,3410.64%+992
COSTCO WHSL CORP NEW(COST)08,693+8,69304,9110.17%+4,911
AIRBNB INC027,143+27,14303,7240.13%+3,724
AVERY DENNISON CORP010,560+10,56001,9290.07%+1,929
VMWARE INC021,579+21,57903,5920.13%+3,592
CHARTER COMMUNICATIONS INC N(CHTR)010,435+10,43504,5900.16%+4,590
ON SEMICONDUCTOR CORP(ON)041,373+41,37303,8460.13%+3,846
FERRARI N V
COM
03,050+3,05009010.03%+901
WORKDAY INC(WDAY)013,068+13,06802,8080.10%+2,808
DIGITAL RLTY TR INC(DLR)025,132+25,13203,0410.11%+3,041
AVANGRID INC043,977+43,97701,3270.05%+1,327
ABBVIE INC(ABBV)034,996+34,99605,2170.18%+5,217
FOX CORP(FOX)037,534+37,53401,0840.04%+1,084
CARRIER GLOBAL CORPORATION(CARR)095,089+95,08905,2490.18%+5,249
LEAR CORP(LEA)014,384+14,38401,9300.07%+1,930
EATON CORP PLC(ETN)027,303+27,30305,8230.20%+5,823
LIBERTY MEDIA CORP DEL(FWONA)013,424+13,42408360.03%+836
SANOFI(SNY)080,783+80,78304,3330.15%+4,333
ANTERO MIDSTREAM CORP(AM)0105,704+105,70401,2660.04%+1,266
TAKEDA PHARMACEUTICAL CO LTD(TAK)402,902461,847+58,9456,3307,1450.25%+815
3M CO(MMM)021,778+21,77802,0390.07%+2,039
LOWES COS INC(LOW)28,12134,437+6,3166,3477,1570.25%+810
KEURIG DR PEPPER INC(KDP)0176,569+176,56905,5740.20%+5,574
CONSTELLATION BRANDS INC(STZ)24,96027,641+2,6816,1436,9470.24%+804
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