Fund HoldingsEthic Inc.

Total Portfolio Value
$3.38B
Total Bought
$611.70M
Total Sold
$128.91M
Net Transaction
+$482.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)451,761457,032+5,271142,643171,8625.08%+29,219
APPLE INC(AAPL)0964,449+964,4490185,6855.49%+185,685
AMAZON COM INC(AMZN)495,203513,065+17,86262,95077,9552.31%+15,005
NVIDIA CORPORATION(NVDA)154,050163,511+9,46167,01080,9742.40%+13,964
BROADCOM INC(AVGO)22,08324,218+2,13518,34127,0340.80%+8,692
INTEL CORP(INTC)0409,467+409,467020,5760.61%+20,576
META PLATFORMS INC(META)83,91391,390+7,47725,19232,3480.96%+7,157
ALPHABET INC(GOOG)408,019431,300+23,28153,39360,2481.78%+6,855
S&P GLOBAL INC(SPGI)037,730+37,730016,6210.49%+16,621
SALESFORCE INC(CRM)72,13977,619+5,48014,62820,4250.60%+5,796
VISA INC(V)116,872125,488+8,61626,88232,6710.97%+5,789
UNITEDHEALTH GROUP INC(UNH)64,75172,396+7,64532,64738,1141.13%+5,468
ALPHABET INC(GOOG)350,774366,679+15,90546,25051,6761.53%+5,427
KENVUE INC(KVUE)0245,498+245,49805,2860.16%+5,286
ROPER TECHNOLOGIES INC(ROP)011,801+11,80106,4330.19%+6,433
HALLIBURTON CO(HAL)93,785247,190+153,4053,7988,9360.26%+5,138
TARGET CORP(TGT)082,040+82,040011,6840.35%+11,684
ADOBE INC(ADBE)36,69039,128+2,43818,70823,3440.69%+4,636
HOME DEPOT INC(HD)66,08570,759+4,67419,96824,5220.73%+4,553
NETFLIX INC(NFLX)034,423+34,423016,7600.50%+16,760
LAM RESEARCH CORP(LRCX)014,538+14,538011,3870.34%+11,387
INTERNATIONAL BUSINESS MACHS(IBM)119,025126,504+7,47916,69920,6900.61%+3,991
APPLIED MATLS INC98,009107,915+9,90613,56917,4900.52%+3,920
ELI LILLY & CO(LLY)60,57262,512+1,94032,53536,4401.08%+3,905
QUALCOMM INC(QCOM)086,858+86,858012,5620.37%+12,562
SERVICENOW INC(NOW)017,838+17,838012,6020.37%+12,602
AMERICAN EXPRESS CO(AXP)066,210+66,210012,4040.37%+12,404
GOLDMAN SACHS GROUP INC(GS)042,430+42,430016,3680.48%+16,368
DISNEY WALT CO(DIS)0155,977+155,977014,0830.42%+14,083
ABBOTT LABS0150,661+150,661016,5830.49%+16,583
MASTERCARD INCORPORATED(MA)64,19667,394+3,19825,41628,7440.85%+3,328
T-MOBILE US INC(TMUS)66,55678,653+12,0979,32112,6100.37%+3,289
ACCENTURE PLC IRELAND
SHS CLASS A
057,554+57,554020,1960.60%+20,196
NIKE INC(NKE)0110,921+110,921012,0430.36%+12,043
INTUIT(INTU)021,271+21,271013,2950.39%+13,295
AT&T INC(T)0791,361+791,361013,2790.39%+13,279
ADVANCED MICRO DEVICES INC(AMD)053,881+53,88107,9430.23%+7,943
CHIPOTLE MEXICAN GRILL INC(CMG)02,813+2,81306,4330.19%+6,433
D R HORTON INC(DHI)057,023+57,02308,6660.26%+8,666
SONY GROUP CORP(SONY)0119,939+119,939011,3570.34%+11,357
MERCK & CO INC(MRK)0239,237+239,237026,0820.77%+26,082
EXELON CORP(EXC)96,572180,096+83,5243,6496,4650.19%+2,816
NOVO-NORDISK A S(NVO)158,817166,373+7,55614,44317,2110.51%+2,768
WELLTOWER INC(WELL)054,787+54,78704,9400.15%+4,940
FIFTH THIRD BANCORP(FITB)090,657+90,65703,1270.09%+3,127
PALO ALTO NETWORKS INC(PANW)18,87123,961+5,0904,4247,0660.21%+2,642
SAP SE(SAP)066,862+66,862010,3360.31%+10,336
BOOKING HOLDINGS INC(BKNG)3,5683,820+25211,00413,5500.40%+2,547
AMERICAN TOWER CORP NEW(AMT)039,667+39,66708,5630.25%+8,563
UBER TECHNOLOGIES INC(UBER)0123,747+123,74707,6190.23%+7,619
EVERSOURCE ENERGY(ES)0164,721+164,721010,1670.30%+10,167
PULTE GROUP INC(PHM)053,304+53,30405,5020.16%+5,502
HONDA MOTOR LTD(HMC)073,974+73,97402,2870.07%+2,287
FISERV INC(FISV)078,916+78,916010,4830.31%+10,483
COCA-COLA EUROPACIFIC PARTNE
SHS
0100,366+100,36603,0580.09%+3,058
UNION PAC CORP(UNP)025,474+25,47406,2570.19%+6,257
TRUIST FINL CORP(TFC)142,577168,991+26,4144,0796,2390.18%+2,160
THERMO FISHER SCIENTIFIC INC(TMO)032,545+32,545017,2740.51%+17,274
ASML HOLDING N V
N Y REGISTRY SHS
012,925+12,92509,7830.29%+9,783
COLGATE PALMOLIVE CO(CL)0100,632+100,63208,0210.24%+8,021
BANK NEW YORK MELLON CORP0171,153+171,15308,9090.26%+8,909
ARISTA NETWORKS INC20,90125,143+4,2423,8445,9210.18%+2,077
AGILENT TECHNOLOGIES INC(A)041,009+41,00905,7020.17%+5,702
MCDONALDS CORP(MCD)023,405+23,40506,9400.21%+6,940
EXPEDIA GROUP INC(EXPE)020,222+20,22203,0690.09%+3,069
SYSCO CORP(SYY)0108,796+108,79607,9560.24%+7,956
CADENCE DESIGN SYSTEM INC(CDNS)026,639+26,63907,2560.21%+7,256
SCHWAB CHARLES CORP(SCHW)128,389131,387+2,9987,0499,0390.27%+1,991
XYLEM INC(XYL)046,260+46,26005,2900.16%+5,290
CROWN CASTLE INC(CCI)059,223+59,22306,8220.20%+6,822
SIMON PPTY GROUP INC NEW(SPG)039,142+39,14205,5830.17%+5,583
AMERICAN INTL GROUP INC168,158179,275+11,11710,19012,1460.36%+1,956
MICROCHIP TECHNOLOGY INC.(MCHP)066,655+66,65506,0110.18%+6,011
ELEVANCE HEALTH INC(ELV)023,786+23,786011,2160.33%+11,216
KLA CORP(KLAC)010,526+10,52606,1190.18%+6,119
COSTCO WHSL CORP NEW(COST)8,69310,196+1,5034,9116,7300.20%+1,819
CONAGRA BRANDS INC(CAG)0197,000+197,00005,6460.17%+5,646
COPART INC(CPRT)0157,156+157,15607,7010.23%+7,701
MICRON TECHNOLOGY INC(MU)157,093145,901-11,19210,68712,4510.37%+1,764
RELX PLC(RELX)0186,413+186,41307,3930.22%+7,393
AEGON LTD(AEG)0301,204+301,20401,7350.05%+1,735
INTUITIVE SURGICAL INC030,752+30,752010,3750.31%+10,375
PACCAR INC(PCAR)0105,107+105,107010,2640.30%+10,264
ILLINOIS TOOL WKS INC(ITW)44,36845,479+1,11110,21811,9130.35%+1,695
DOLLAR TREE INC(DLTR)020,420+20,42002,9010.09%+2,901
BIOGEN INC(BIIB)013,859+13,85903,5860.11%+3,586
MOODYS CORP(MCO)020,993+20,99308,1990.24%+8,199
COPA HOLDINGS SA(CPA)084,427+84,42708,9750.27%+8,975
CATERPILLAR INC(CAT)41,31143,515+2,20411,27812,8660.38%+1,588
JPMORGAN CHASE & CO(JPM)26,98432,192+5,2083,9135,4760.16%+1,563
VERIZON COMMUNICATIONS INC(VZ)467,835443,147-24,68815,16316,7070.49%+1,544
LULULEMON ATHLETICA INC(LULU)06,799+6,79903,4760.10%+3,476
AMPHENOL CORP NEW042,627+42,62704,2260.12%+4,226
DISCOVER FINL SVCS022,823+22,82302,5650.08%+2,565
NXP SEMICONDUCTORS N V
COM
030,868+30,86807,0900.21%+7,090
JAMES HARDIE INDS PLC072,047+72,04702,7860.08%+2,786
GARTNER INC(IT)09,904+9,90404,4680.13%+4,468
FMC CORP(FMC)047,534+47,53402,9970.09%+2,997
BLACKROCK INC(BLK)07,044+7,04405,7190.17%+5,719
BOSTON SCIENTIFIC CORP(BSX)0175,982+175,982010,1740.30%+10,174
Page 1 of 1