Fund HoldingsiA Global Asset Management Inc.

Total Portfolio Value
$3.79M
Total Bought
$549.4K
Total Sold
$446.4K
Net Transaction
+$103.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Energy Select Sector SPDR Fund
ST STR ENERG ETF
0674,889+674,8890611.61%+61
Invesco DB Commodity Index Tracking Fund(DBC)01,007,729+1,007,7290250.66%+25
CMS Energy Corp(CMS)149,631580,815+431,1849310.81%+22
UnitedHealth Group Inc(UNH)186,265212,759+26,494901072.83%+18
National Research Corp0250,710+250,7100110.29%+11
Republic Services Inc(RSG)0110,896+110,8960160.42%+16
Costco Wholesale Corp(COST)65,84182,310+16,46935471.23%+11
T-Mobile US Inc(TMUS)74,000150,331+76,33110210.56%+11
Honeywell International Inc(HON)64,240129,965+65,72513240.63%+11
Visa Inc(V)204,305252,864+48,55949581.54%+10
Adobe Inc(ADBE)47,09863,319+16,22123320.85%+9
Chubb Ltd
COM
051,269+51,2690110.28%+11
TJX Cos Inc/The(TJX)0156,924+156,9240140.37%+14
Cadence Design Systems Inc(CDNS)049,743+49,7430120.31%+12
Home Depot Inc/The(HD)139,453166,861+27,40843501.33%+7
Synopsys Inc(SNPS)023,486+23,4860110.28%+11
Aramark(ARMK)0190,427+190,427070.17%+7
Domino's Pizza Inc(DPZ)016,924+16,924060.17%+6
Amgen Inc(AMGN)47,56162,903+15,34211170.45%+6
American Water Works Co Inc052,405+52,405060.17%+6
Roper Technologies Inc(ROP)012,440+12,440060.16%+6
Amphenol Corp084,642+84,642070.19%+7
Cisco Systems Inc(CSCO)597,790682,721+84,93131370.97%+6
Workday Inc(WDAY)048,696+48,6960100.28%+10
iShares US Treasury Bond ETF
US TREAS BD ETF
0242,000+242,000050.14%+5
PepsiCo Inc(PEP)93,808133,831+40,02317230.60%+5
Mastercard Inc(MA)96,334109,028+12,69438431.14%+5
Sherwin-Williams Co/The(SHW)026,135+26,135070.18%+7
Comcast Corp(CCZ)387,689476,625+88,93616210.56%+5
Celestica Inc(CLS)0199,540+199,540050.13%+5
American Tower Corp(AMT)026,740+26,740040.12%+4
EOG Resources Inc(EOG)71,40698,493+27,0878120.33%+4
AECOM(ACM)135,477184,535+49,05811150.40%+4
Intel Corp(INTC)257,235349,084+91,8499120.33%+4
Broadcom Inc(AVGO)124,058134,060+10,0021081112.94%+4
Vertex Pharmaceuticals Inc(VRTX)39,39949,545+10,14614170.45%+3
Canadian Natural Resources Ltd(CNQ)191,078216,618+25,54011140.37%+3
Danaher Corp(DHR)83,91694,183+10,26720230.62%+3
AbbVie Inc(ABBV)147,257154,456+7,19920230.61%+3
Intuitive Surgical Inc25,94241,019+15,0779120.32%+3
Apollo Global Management Inc(APO)0113,042+113,0420100.27%+10
Intuit Inc(INTU)19,92323,773+3,8509120.32%+3
Trade Desk Inc/The(TTD)037,189+37,189030.08%+3
Mondelez International Inc(MDLZ)191,614242,469+50,85514170.44%+3
ServiceNow Inc(NOW)16,59821,772+5,1749120.32%+3
PDD Holdings Inc(PDD)061,917+61,917060.16%+6
Starbucks Corp(SBUX)149,567192,758+43,19115180.46%+3
Booking Holdings Inc(BKNG)4,3174,674+35712140.38%+3
Wells Fargo & Co(WFC)064,542+64,542030.07%+3
Alphabet Inc(GOOG)769,499723,849-45,65092952.50%+3
Gilead Sciences Inc(GILD)116,623154,386+37,7639120.31%+3
Eli Lilly & Co(LLY)23,74025,070+1,33011130.36%+2
QUALCOMM Inc(QCOM)73,54697,945+24,3999110.29%+2
Emerson Electric Co(EMR)021,489+21,489020.05%+2
Charter Communications Inc(CHTR)012,475+12,475050.14%+5
Dexcom Inc(DXCM)074,160+74,160070.18%+7
Take-Two Interactive Software Inc(TTWO)048,631+48,631070.18%+7
Micron Technology Inc(MU)091,297+91,297060.16%+6
MercadoLibre Inc(MELI)04,807+4,807060.16%+6
Automatic Data Processing Inc33,78438,342+4,558790.24%+2
Elevance Health Inc(ELV)50,02655,084+5,05822240.63%+2
Alphabet Inc(GOOG)521,846491,848-29,99863651.71%+2
Intercontinental Exchange Inc(ICE)67,18684,631+17,445890.25%+2
Ross Stores Inc(ROST)042,573+42,573050.13%+5
S&P Global Inc(SPGI)66,86577,953+11,08827280.75%+2
Thermo Fisher Scientific Inc(TMO)88,91894,944+6,02646481.27%+2
Advanced Micro Devices Inc(AMD)163,544196,511+32,96719200.53%+2
Airbnb Inc042,897+42,897060.16%+6
Phillips 66(PSX)023,108+23,108030.07%+3
Berry Global Group Inc215,894248,594+32,70014150.41%+1
Philip Morris International Inc(PM)127,635150,654+23,01912140.37%+1
Kraft Heinz Co/The(KHC)0132,185+132,185040.12%+4
Paychex Inc(PAYX)045,764+45,764050.14%+5
Applied Materials Inc205,321224,065+18,74430310.82%+1
Schlumberger NV(SLB)083,103+83,103050.13%+5
McKesson Corp(MCK)010,871+10,871050.12%+5
Lam Research Corp(LRCX)012,288+12,288080.20%+8
Marriott International Inc/MD(MAR)034,583+34,583070.18%+7
Nutanix Inc(NTNX)0169,331+169,331060.16%+6
Texas Instruments Inc(TXN)59,63675,682+16,04611120.32%+1
NXP Semiconductors NV
COM
037,195+37,195070.20%+7
CRH PLC
ORD
022,559+22,559010.03%+1
Electronic Arts Inc(EA)027,587+27,587030.09%+3
Verisk Analytics Inc(VRSK)024,380+24,380060.15%+6
Charles Schwab Corp/The(SCHW)020,324+20,324010.03%+1
JD.com Inc(JD)037,804+37,804010.03%+1
Seagen Inc015,645+15,645030.09%+3
Constellation Energy Corp(CEG)026,805+26,805030.08%+3
Marvell Technology Inc(MRVL)078,317+78,317040.11%+4
Lululemon Athletica Inc(LULU)010,121+10,121040.10%+4
Baker Hughes Co(BKR)093,082+93,082030.09%+3
Atlassian Corp012,777+12,777030.07%+3
Diamondback Energy Inc(FANG)019,284+19,284030.08%+3
Digital Realty Trust Inc(DLR)037,210+37,210050.12%+5
General Motors Co(GM)040,141+40,141010.03%+1
Keurig Dr Pepper Inc(KDP)0125,372+125,372040.10%+4
Fiserv Inc(FISV)08,130+8,130010.02%+1
Medtronic PLC(MDT)011,619+11,619010.02%+1
Occidental Petroleum Corp(OXY)0105,340+105,340070.18%+7
Aon PLC(AON)07,874+7,874030.07%+3
Page 1 of 1