Fund HoldingsVEGA INVESTMENT SOLUTIONS

Total Portfolio Value
$629.17M
Total Bought
$629.17M
Total Sold
$0
Net Transaction
+$629.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)097,031+97,0310104,31516.58%+104,315
PROCTER AND GAMBLE CO(PG)0666,130+666,130095,46315.17%+95,463
PPG INDS INC(PPG)0312,720+312,720032,0415.09%+32,041
NVIDIA CORPORATION(NVDA)0157,667+157,667029,6564.71%+29,656
TEXAS INSTRS INC(TXN)0166,150+166,150028,8254.58%+28,825
ALPHABET INC(GOOG)087,994+87,994027,5924.39%+27,592
MICROSOFT CORP(MSFT)045,493+45,493022,0013.50%+22,001
PALO ALTO NETWORKS INC(PANW)073,404+73,404014,8122.35%+14,812
WALMART INC(WMT)0127,531+127,531014,2482.26%+14,248
GLOBAL PMTS INC(GPN)0173,505+173,505013,6812.17%+13,681
APPLE INC(AAPL)047,253+47,253012,8462.04%+12,846
REGENERON PHARMACEUTICALS(REGN)012,688+12,68809,7951.56%+9,795
AMAZON COM INC(AMZN)042,040+42,04009,7041.54%+9,704
HEWLETT PACKARD ENTERPRISE C(HPE)0359,170+359,17008,6271.37%+8,627
INTEL CORP(INTC)0227,067+227,06708,4871.35%+8,487
MSCI INC(MSCI)014,156+14,15608,2281.31%+8,228
MOTOROLA SOLUTIONS INC(MSI)021,288+21,28808,1931.30%+8,193
MOODYS CORP(MCO)015,896+15,89608,1841.30%+8,184
T-MOBILE US INC(TMUS)039,693+39,69308,0381.28%+8,038
BERKLEY W R CORP0113,752+113,75208,0321.28%+8,032
NEWMONT CORP(NEM)079,640+79,64008,0211.27%+8,021
LEIDOS HOLDINGS INC(LDOS)043,664+43,66407,9701.27%+7,970
BECTON DICKINSON & CO(BDX)040,634+40,63407,9451.26%+7,945
CSX CORP(CSX)0216,102+216,10207,8791.25%+7,879
EVERSOURCE ENERGY(ES)0116,379+116,37907,8671.25%+7,867
ALPHABET INC(GOOG)024,883+24,88307,7881.24%+7,788
ARES MANAGEMENT CORPORATION(ARES)047,470+47,47007,7471.23%+7,747
PALANTIR TECHNOLOGIES INC(PLTR)042,605+42,60507,7171.23%+7,717
RTX CORPORATION(RTX)041,500+41,50007,6111.21%+7,611
BROADCOM INC(AVGO)018,511+18,51106,4071.02%+6,407
JPMORGAN CHASE & CO.(JPM)015,927+15,92705,1320.82%+5,132
INTUITIVE SURGICAL INC08,843+8,84305,0080.80%+5,008
META PLATFORMS INC(META)07,437+7,43704,9090.78%+4,909
ARISTA NETWORKS INC(ANET)034,032+34,03204,4590.71%+4,459
CONSTELLATION ENERGY CORP(CEG)09,040+9,04003,1940.51%+3,194
BOOKING HOLDINGS INC(BKNG)0579+57903,1010.49%+3,101
CENCORA INC08,131+8,13102,7460.44%+2,746
ADVANCED MICRO DEVICES INC(AMD)012,600+12,60002,6980.43%+2,698
ORACLE CORP(ORCL)013,782+13,78202,6860.43%+2,686
CARDINAL HEALTH INC(CAH)011,975+11,97502,4610.39%+2,461
DANAHER CORPORATION(DHR)010,172+10,17202,3290.37%+2,329
MARVELL TECHNOLOGY INC(MRVL)025,752+25,75202,1880.35%+2,188
VERTIV HOLDINGS CO(VRT)012,870+12,87002,0850.33%+2,085
PARKER-HANNIFIN CORP(PH)02,217+2,21701,9490.31%+1,949
BLACKROCK INC(BLK)01,707+1,70701,8270.29%+1,827
ABBVIE INC(ABBV)06,717+6,71701,5350.24%+1,535
MERCK & CO INC(MRK)013,680+13,68001,4400.23%+1,440
AGILENT TECHNOLOGIES INC(A)010,538+10,53801,4340.23%+1,434
SALESFORCE INC(CRM)04,798+4,79801,2710.20%+1,271
ARM HOLDINGS PLC011,200+11,20001,2240.19%+1,224
QUEST DIAGNOSTICS INC(DGX)06,935+6,93501,2030.19%+1,203
UBER TECHNOLOGIES INC(UBER)014,503+14,50301,1850.19%+1,185
WATERS CORP(WAT)03,054+3,05401,1600.18%+1,160
HILTON WORLDWIDE HLDGS INC(HLT)04,017+4,01701,1540.18%+1,154
NETFLIX INC(NFLX)012,206+12,20601,1440.18%+1,144
SOUTHERN COPPER CORP(SCCO)07,966+7,96601,1430.18%+1,143
BOSTON SCIENTIFIC CORP(BSX)011,515+11,51501,0980.17%+1,098
MASTERCARD INCORPORATED(MA)01,873+1,87301,0690.17%+1,069
TRIMBLE INC(TRMB)012,836+12,83601,0060.16%+1,006
REVVITY INC(RVTY)010,290+10,29009960.16%+996
LABCORP HOLDINGS INC(LH)03,830+3,83009610.15%+961
DOCUSIGN INC(DOCU)012,666+12,66608660.14%+866
COOPER COS INC(COO)010,335+10,33508470.13%+847
BERKSHIRE HATHAWAY INC DEL01,677+1,67708430.13%+843
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,322+2,32207060.11%+706
IQVIA HLDGS INC(IQV)02,738+2,73806170.10%+617
GE VERNOVA INC(GEV)0913+91305970.09%+597
HP INC(HPQ)024,000+24,00005350.08%+535
ZOETIS INC(ZTS)04,078+4,07805130.08%+513
CROWDSTRIKE HLDGS INC(CRWD)0960+96004500.07%+450
ALIGN TECHNOLOGY INC02,770+2,77004330.07%+433
CATERPILLAR INC(CAT)0755+75504330.07%+433
INTERNATIONAL BUSINESS MACHS(IBM)01,400+1,40004150.07%+415
ELEVANCE HEALTH INC FORMERLY(ELV)01,000+1,00003510.06%+351
CADENCE DESIGN SYSTEM INC(CDNS)0966+96603020.05%+302
MERCADOLIBRE INC(MELI)0142+14202860.05%+286
AMETEK INC01,199+1,19902480.04%+248
PROGRESSIVE CORP(PGR)0950+95002160.03%+216
MODERNA INC(MRNA)06,805+6,80502010.03%+201
AUTODESK INC0566+56601680.03%+168
WILLIAMS COS INC(WMB)02,700+2,70001620.03%+162
ALIBABA GROUP HLDG LTD(BABA)01,106+1,10601620.03%+162
OREILLY AUTOMOTIVE INC(ORLY)01,710+1,71001560.02%+156
TJX COS INC NEW(TJX)0750+75001150.02%+115
CITIGROUP INC(C)0980+98001140.02%+114
SYNOPSYS INC(SNPS)0243+24301140.02%+114
THERMO FISHER SCIENTIFIC INC(TMO)0187+18701080.02%+108
CHENIERE ENERGY INC(LNG)0500+5000970.02%+97
DEXCOM INC(DXCM)01,435+1,4350950.02%+95
CLEAN HARBORS INC(CLH)0404+4040950.02%+95
SERVICENOW INC(NOW)0615+6150940.01%+94
HOLOGIC INC01,062+1,0620790.01%+79
ECOLAB INC(ECL)0300+3000790.01%+79
API GROUP CORP(APG)02,025+2,0250770.01%+77
SNOWFLAKE INC(SNOW)0346+3460760.01%+76
EQUINIX INC(EQIX)097+970740.01%+74
HEALTHEQUITY INC(HQY)0779+7790710.01%+71
WASTE CONNECTIONS INC(WCN)0293+2930710.01%+71
MONGODB INC(MDB)0164+1640690.01%+69
SYMBOTIC INC(SYM)01,101+1,1010660.01%+66
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