Fund HoldingsEthic Inc.

Total Portfolio Value
$4.96B
Total Bought
$2.21B
Total Sold
$1.18B
Net Transaction
+$1.03B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)01,262,098+1,262,0980316,0556.38%+316,055
NVIDIA CORPORATION(NVDA)02,126,450+2,126,4500285,5615.76%+285,561
ALPHABET INC CAP STOCK CL A(GOOG)0592,326+592,3260112,1272.26%+112,127
ALPHABET INC CAP STOCK CL C(GOOG)0416,362+416,362079,2921.60%+79,292
META PLATFORMS INC CL A(META)0133,866+133,866078,3801.58%+78,380
VISA INC CL A(V)0157,367+157,367049,7341.00%+49,734
MASTERCARD INCORPORATED CL A(MA)086,034+86,034045,3030.91%+45,303
TESLA INC(TSLA)0145,072+145,072058,5861.18%+58,586
AMAZON.COM INC(AMZN)0658,824+658,8240144,5392.92%+144,539
BROADCOM INC(AVGO)0319,030+319,030073,9641.49%+73,964
MICROSOFT CORP(MSFT)0600,951+600,9510253,3015.11%+253,301
ACCENTURE PLC IRELAND CLASS A
SHS CLASS A
070,064+70,064024,6480.50%+24,648
INTUITIVE SURGICAL INC NEW042,022+42,022021,9340.44%+21,934
MORGAN STANLEY(MS)0162,269+162,269020,4000.41%+20,400
COMCAST CORP CL A(CCZ)0474,907+474,907017,8230.36%+17,823
SAP SE SP ADR(SAP)067,444+67,444016,6050.34%+16,605
BERKSHIRE HATHAWAY INC CL B NE032,887+32,887014,9070.30%+14,907
LAM RESEARCH CORP NEW(LRCX)0188,206+188,206013,5940.27%+13,594
BLACKROCK INC(BLK)012,625+12,625012,9420.26%+12,942
ARISTA NETWORKS INC(ANET)0116,471+116,471012,8740.26%+12,874
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)064,818+64,818012,8010.26%+12,801
EATON CORP PLC(ETN)036,536+36,536012,1250.24%+12,125
NOVARTIS AG SP ADR(NVS)0119,673+119,673011,6450.23%+11,645
AMERICAN INTL GROUP INC NEW0154,054+154,054011,2150.23%+11,215
SERVICENOW INC(NOW)025,747+25,747027,2940.55%+27,294
ASML HOLDING NV NY REGISTRY
N Y REGISTRY SHS
015,544+15,544010,7730.22%+10,773
MONDELEZ INTL INC CL A(MDLZ)0176,614+176,614010,5490.21%+10,549
US BANCORP DEL(USB)0216,860+216,860010,3720.21%+10,372
AT&T INC(T)01,024,070+1,024,070023,3180.47%+23,318
SONY GROUP CORP SP ADR(SONY)0471,697+471,69709,9810.20%+9,981
ORACLE CORP(ORCL)0180,160+180,160030,0220.61%+30,022
CBRE GROUP INC CL A(CBRE)072,899+72,89909,5710.19%+9,571
GOLDMAN SACHS GROUP INC(GS)046,943+46,943026,8810.54%+26,881
TRANE TECHNOLOGIES PLC(TT)024,883+24,88309,1900.19%+9,190
KLA CORP NEW(KLAC)014,473+14,47309,1200.18%+9,120
RELX PLC SP ADR(RELX)0198,022+198,02208,9940.18%+8,994
NETFLIX INC(NFLX)034,998+34,998031,1940.63%+31,194
CITIGROUP INC NEW(C)0124,345+124,34508,7530.18%+8,753
BOOKING HOLDINGS INC(BKNG)04,751+4,751023,6050.48%+23,605
HSBC HOLDINGS PLC SP ADR NEW(HSBC)0174,539+174,53908,6330.17%+8,633
JOHNSON CONTROLS INTL PLC
SHS
0108,175+108,17508,5380.17%+8,538
SEMPRA(SRE)0159,788+159,788014,0170.28%+14,017
GENERAL ELECTRIC CO NEW(GE)049,537+49,53708,2620.17%+8,262
BOSTON SCIENTIFIC CORP(BSX)0241,929+241,929021,6090.44%+21,609
MEDTRONIC PLC(MDT)0103,173+103,17308,2410.17%+8,241
NIKE INC CL B(NKE)0107,640+107,64008,1450.16%+8,145
SALESFORCE INC(CRM)83,58399,504+15,92125,17333,2670.67%+8,094
AON PLC CL A(AON)021,454+21,45407,7060.16%+7,706
MOTOROLA SOLUTIONS INC NEW(MSI)016,288+16,28807,5290.15%+7,529
ZOETIS INC CL A(ZTS)045,458+45,45807,4060.15%+7,406
AMERICAN EXPRESS CO(AXP)077,315+77,315022,9460.46%+22,946
NOMURA HOLDINGS INC SP ADR(NMR)01,175,828+1,175,82806,8080.14%+6,808
CROWDSTRIKE HOLDINGS INC CL A(CRWD)019,881+19,88106,8020.14%+6,802
T-MOBILE US INC(TMUS)090,466+90,466019,9690.40%+19,969
FISERV INC(FISV)0102,023+102,023020,9580.42%+20,958
CONSTELLATION BRANDS INC CL A(STZ)030,648+30,64806,7730.14%+6,773
AMPHENOL CORP CL A097,041+97,04106,7400.14%+6,740
GODADDY INC CL A(GDDY)033,814+33,81406,6740.13%+6,674
JPMORGAN CHASE & CO(JPM)055,349+55,349013,2680.27%+13,268
ASTRAZENECA PLC SP ADR(AZN)097,608+97,60806,3950.13%+6,395
WAL-MART INC(WMT)095,211+95,21108,6020.17%+8,602
UNILEVER PLC SP ADR NEW(UL)0111,654+111,65406,3310.13%+6,331
SPOTIFY TECHNOLOGY SA(SPOT)013,979+13,97906,2540.13%+6,254
PALANTIR TECHNOLOGIES INC CL A(PLTR)082,360+82,36006,2290.13%+6,229
BAKER HUGHES COMPANY CL A(BKR)0151,425+151,42506,2110.13%+6,211
TJX COS INC(TJX)0167,169+167,169020,1960.41%+20,196
SUMITOMO MITSUI FINANCIAL GROU(SMFG)0415,612+415,61206,0220.12%+6,022
DOORDASH INC CL A(DASH)034,997+34,99705,8710.12%+5,871
S&P GLOBAL INC(SPGI)049,289+49,289024,5480.50%+24,548
BLACKSTONE INC(BX)060,560+60,560010,4420.21%+10,442
CHUBB LIMITED
COM
057,451+57,451015,8740.32%+15,874
HOME DEPOT INC(HD)81,03894,580+13,54231,08636,7910.74%+5,704
MCCORMICK & CO INC NON VTG(MKC)074,534+74,53405,6830.11%+5,683
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)071,881+71,88105,5280.11%+5,528
AUTOMATIC DATA PROCESSING INC068,349+68,349020,0080.40%+20,008
AIRBNB INC CL A041,407+41,40705,4410.11%+5,441
DELL TECHNOLOGIES INC CL C(DELL)046,783+46,78305,3910.11%+5,391
GARMIN LTD(GRMN)025,928+25,92805,3480.11%+5,348
INTL BUSINESS MACHINES(IBM)0123,338+123,338027,1130.55%+27,113
UNITEDHEALTH GROUP INC(UNH)085,739+85,739043,3720.88%+43,372
SANOFI SP ADR(SNY)0105,127+105,12705,0700.10%+5,070
COPA HOLDINGS SA CL A(CPA)057,312+57,31205,0370.10%+5,037
VERTIV HOLDINGS CO CL A(VRT)043,850+43,85004,9820.10%+4,982
BANCO BILBAO VIZCAYA ARGENTARI(BBVA)0484,183+484,18304,7060.09%+4,706
GE VERNOVA INC(GEV)013,987+13,98704,6010.09%+4,601
TENARIS SA SP ADS(TS)0120,390+120,39004,5500.09%+4,550
EXPEDIA GROUP INC NEW(EXPE)024,285+24,28504,5250.09%+4,525
ELI LILLY & CO(LLY)076,146+76,146058,7841.19%+58,784
COSTCO WHOLESALE CORP(COST)013,180+13,180012,0760.24%+12,076
SMUCKER J M CO NEW(SJM)040,229+40,22904,4300.09%+4,430
ONEOK INC(OKE)0126,837+126,837012,7340.26%+12,734
TEXAS INSTRUMENTS INC(TXN)081,092+81,092015,2060.31%+15,206
CHENIERE ENERGY INC NEW(LNG)020,296+20,29604,3610.09%+4,361
CATERPILLAR INC(CAT)057,099+57,099020,7130.42%+20,713
WILLIS TOWERS WATSON PLC LTD(WTW)013,798+13,79804,3220.09%+4,322
HONDA MOTOR LTD ADR ECH CNV IN(HMC)0151,372+151,37204,3220.09%+4,322
TAKEDA PHARMACEUTICAL CO LTD S(TAK)0326,307+326,30704,3200.09%+4,320
CISCO SYSTEMS INC(CSCO)425,640431,762+6,12221,24425,5600.52%+4,317
ANHEUSER-BUSCH INBEV SA NV SP(BUD)083,572+83,57204,1840.08%+4,184
WORKDAY INC CL A(WDAY)016,163+16,16304,1700.08%+4,170
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