Fund HoldingsEthic Inc.

Total Portfolio Value
$3.96B
Total Bought
$185.80M
Total Sold
$548.80M
Net Transaction
-$363.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MEDTRONIC PLC(MDT)0140,187+140,187012,2170.31%+12,217
INTEL CORP(INTC)0394,409+394,409017,4210.44%+17,421
DISNEY WALT CO(DIS)0176,771+176,771021,6300.55%+21,630
NIKE INC(NKE)085,544+85,54408,0390.20%+8,039
BRISTOL-MYERS SQUIBB CO(BMY)0168,380+168,38009,1310.23%+9,131
CORTEVA INC(CTVA)0129,464+129,46407,4660.19%+7,466
NUCOR CORP(NUE)029,708+29,70805,8790.15%+5,879
SYSCO CORP(SYY)0118,666+118,66609,6330.24%+9,633
LAUDER ESTEE COS INC(EL)037,748+37,74805,8190.15%+5,819
EQUIFAX INC(EFX)013,699+13,69903,6650.09%+3,665
TARGET CORP(TGT)082,546+82,546014,6280.37%+14,628
CISCO SYS INC(CSCO)0425,640+425,640021,2440.54%+21,244
SALESFORCE INC(CRM)083,583+83,583025,1730.64%+25,173
ACCENTURE PLC IRELAND
SHS CLASS A
063,706+63,706022,0810.56%+22,081
JD.COM INC(JD)086,847+86,84702,3790.06%+2,379
HALLIBURTON CO(HAL)0356,543+356,543014,0550.36%+14,055
MARTIN MARIETTA MATLS INC(MLM)07,916+7,91604,8600.12%+4,860
PROLOGIS INC.(PLD)082,141+82,141010,6960.27%+10,696
HOME DEPOT INC(HD)081,038+81,038031,0860.79%+31,086
GLOBAL PMTS INC(GPN)026,816+26,81603,5840.09%+3,584
CVS HEALTH CORP(CVS)064,032+64,03205,1070.13%+5,107
KROGER CO(KR)0116,365+116,36506,6480.17%+6,648
TECHNIPFMC PLC(FTI)071,876+71,87601,8050.05%+1,805
NORFOLK SOUTHN CORP(NSC)016,444+16,44404,1910.11%+4,191
DOLLAR TREE INC(DLTR)023,488+23,48803,1270.08%+3,127
APTIV PLC(APTV)040,598+40,59803,2340.08%+3,234
JOHNSON & JOHNSON(JNJ)082,322+82,322013,0220.33%+13,022
CROWN CASTLE INC(CCI)060,705+60,70506,4240.16%+6,424
PACCAR INC(PCAR)0102,474+102,474012,6950.32%+12,695
TOYOTA MOTOR CORP(TM)026,760+26,76006,7350.17%+6,735
KENVUE INC(KVUE)0189,113+189,11304,0580.10%+4,058
TENARIS S A(TS)0147,523+147,52305,7930.15%+5,793
ILLINOIS TOOL WKS INC(ITW)045,309+45,309012,1580.31%+12,158
EXELON CORP(EXC)0188,076+188,07607,0660.18%+7,066
COINBASE GLOBAL INC(COIN)012,940+12,94003,4310.09%+3,431
SONY GROUP CORP(SONY)085,479+85,47907,3290.19%+7,329
LULULEMON ATHLETICA INC(LULU)08,576+8,57603,3500.08%+3,350
CENTENE CORP DEL(CNC)058,204+58,20404,5680.12%+4,568
DIAMONDBACK ENERGY INC(FANG)013,292+13,29202,6340.07%+2,634
WORKDAY INC(WDAY)016,014+16,01404,3680.11%+4,368
EVERSOURCE ENERGY(ES)0163,070+163,07009,7470.25%+9,747
ABBOTT LABS0167,397+167,397019,0260.48%+19,026
CARLYLE GROUP INC(CG)025,315+25,31501,1870.03%+1,187
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)073,572+73,57205,3920.14%+5,392
PEPSICO INC(PEP)091,158+91,158015,9540.40%+15,954
MCDONALDS CORP(MCD)023,228+23,22806,5490.17%+6,549
NATIONAL GRID PLC(NGG)045,276+45,27603,0890.08%+3,089
KIMBERLY-CLARK CORP(KMB)055,415+55,41507,1680.18%+7,168
PAYPAL HLDGS INC(PYPL)075,725+75,72505,0730.13%+5,073
ALEXANDRIA REAL ESTATE EQ IN027,820+27,82003,5860.09%+3,586
TRANE TECHNOLOGIES PLC(TT)09,951+9,95102,9870.08%+2,987
DOORDASH INC(DASH)034,576+34,57604,7620.12%+4,762
SNOWFLAKE INC(SNOW)021,088+21,08803,4080.09%+3,408
FERRARI N V
COM
03,089+3,08901,4230.04%+1,423
MOLSON COORS BEVERAGE CO(TAP)052,921+52,92103,5590.09%+3,559
LEAR CORP(LEA)013,888+13,88802,0120.05%+2,012
MASTERCARD INCORPORATED(MA)074,186+74,186035,7260.90%+35,726
MONGODB INC(MDB)06,610+6,61002,3710.06%+2,371
WARNER BROS DISCOVERY INC(WBD)0207,806+207,80601,8140.05%+1,814
AON PLC(AON)020,151+20,15106,7250.17%+6,725
GILEAD SCIENCES INC(GILD)097,006+97,00607,1060.18%+7,106
AMERICAN INTL GROUP INC0172,728+172,728013,5020.34%+13,502
BLOCK INC(XYZ)035,378+35,37802,9920.08%+2,992
LOWES COS INC(LOW)036,960+36,96009,4150.24%+9,415
D R HORTON INC(DHI)051,081+51,08108,4050.21%+8,405
FASTENAL CO(FAST)076,897+76,89705,9320.15%+5,932
ILLUMINA INC(ILMN)015,236+15,23602,0920.05%+2,092
JABIL INC(JBL)021,557+21,55702,8880.07%+2,888
GRAINGER W W INC(GWW)06,782+6,78206,9000.17%+6,900
MICROCHIP TECHNOLOGY INC.(MCHP)068,123+68,12306,1110.15%+6,111
VEEVA SYS INC(VEEV)012,403+12,40302,8740.07%+2,874
JAMES HARDIE INDS PLC080,928+80,92803,2740.08%+3,274
EQUINIX INC(EQIX)08,443+8,44306,9690.18%+6,969
CF INDS HLDGS INC(CF)014,129+14,12901,1760.03%+1,176
BUILDERS FIRSTSOURCE INC(BLDR)08,684+8,68401,8110.05%+1,811
METLIFE INC(MET)0102,051+102,05107,5630.19%+7,563
PPG INDS INC(PPG)046,122+46,12206,6830.17%+6,683
DEXCOM INC(DXCM)036,035+36,03504,9980.13%+4,998
AIRBNB INC039,628+39,62806,5370.17%+6,537
IQVIA HLDGS INC(IQV)023,559+23,55905,9580.15%+5,958
KEYSIGHT TECHNOLOGIES INC(KEYS)014,969+14,96902,3410.06%+2,341
ROCKWELL AUTOMATION INC(ROK)015,741+15,74104,5860.12%+4,586
FLUTTER ENTMT PLC(FLUT)03,717+3,71706680.02%+668
SKYWORKS SOLUTIONS INC(SWKS)030,984+30,98403,3560.08%+3,356
FORTIVE CORP(FTV)064,238+64,23805,5260.14%+5,526
AUTODESK INC020,798+20,79805,4160.14%+5,416
ATLASSIAN CORPORATION08,410+8,41001,6410.04%+1,641
PRINCIPAL FINANCIAL GROUP IN(PFG)047,306+47,30604,0830.10%+4,083
AVANGRID INC0108,767+108,76703,9630.10%+3,963
CHARTER COMMUNICATIONS INC N(CHTR)07,839+7,83902,2780.06%+2,278
DEERE & CO(DE)025,764+25,764010,5820.27%+10,582
UNION PAC CORP(UNP)026,092+26,09206,4170.16%+6,417
STMICROELECTRONICS N V(STM)053,109+53,10902,2960.06%+2,296
WALGREENS BOOTS ALLIANCE INC053,280+53,28001,1560.03%+1,156
COPART INC(CPRT)0167,232+167,23209,6860.24%+9,686
EXPEDITORS INTL WASH INC(EXPD)039,184+39,18404,7640.12%+4,764
LIVE NATION ENTERTAINMENT IN(LYV)020,360+20,36002,1530.05%+2,153
SIRIUS XM HOLDINGS INC(SIRI)0154,302+154,30205990.02%+599
SBA COMMUNICATIONS CORP NEW(SBAC)04,857+4,85701,0530.03%+1,053
LIBERTY MEDIA CORP DEL038,882+38,88201,1550.03%+1,155
Page 1 of 1