Fund HoldingsMUFG SECURITIES AMERICAS INC.

Total Portfolio Value
$1.17B
Total Bought
$327.57M
Total Sold
$19.22M
Net Transaction
+$308.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA Corp(NVDA)0540,497+540,497085,3937.31%+85,393
Microsoft Corp(MSFT)131,593164,726+33,13349,39981,9367.01%+32,538
Broadcom Inc(AVGO)0104,209+104,209028,7252.46%+28,725
Amazon.com Inc(AMZN)166,961209,407+42,44631,76645,9423.93%+14,176
Meta Platforms Inc(META)38,76548,119+9,35422,34335,5163.04%+13,174
Apple Inc(AAPL)265,914331,020+65,10659,06767,9155.81%+8,848
Tesla Inc(TSLA)062,105+62,105019,7281.69%+19,728
Alphabet Inc(GOOG)0128,988+128,988022,7321.95%+22,732
JPMorgan Chase & Co(JPM)55,20766,632+11,42513,54219,3171.65%+5,775
Netflix Inc(NFLX)7,5729,431+1,8597,06112,6291.08%+5,568
Alphabet Inc(GOOG)0104,049+104,049018,4571.58%+18,457
Oracle Corp(ORCL)036,047+36,04707,8810.67%+7,881
Palantir Technologies Inc(PLTR)36,28447,143+10,8593,0626,4270.55%+3,364
Visa Inc(V)30,50537,920+7,41510,69113,4631.15%+2,773
Walmart Inc(WMT)76,79095,754+18,9646,7419,3630.80%+2,621
Berkshire Hathaway Inc32,44540,641+8,19617,28019,7421.69%+2,463
WEC Energy Group Inc(WEC)00002,3230.20%+2,323
Costco Wholesale Corp(COST)7,8579,833+1,9767,4319,7340.83%+2,303
General Electric Co(GE)18,99823,634+4,6363,8026,0830.52%+2,281
Mastercard Inc(MA)14,41617,977+3,5617,90210,1020.86%+2,200
Advanced Micro Devices Inc(AMD)035,935+35,93505,0990.44%+5,099
Eli Lilly & Co(LLY)13,94717,434+3,48711,51913,5901.16%+2,071
International Business Machines Corp(IBM)16,36720,598+4,2314,0706,0720.52%+2,002
Bank of America Corp130,736157,109+26,3735,4567,4340.64%+1,979
Philip Morris International Inc(PM)27,52334,497+6,9744,3696,2830.54%+1,914
Goldman Sachs Group Inc/The(GS)6,1617,357+1,1963,3665,2070.45%+1,841
Intuit Inc(INTU)4,9556,196+1,2413,0424,8800.42%+1,838
ServiceNow Inc(NOW)04,587+4,58704,7160.40%+4,716
Capital One Financial Corp(COF)014,175+14,17503,0160.26%+3,016
Walt Disney Co/The(DIS)039,843+39,84304,9410.42%+4,941
Cisco Systems Inc(CSCO)70,50188,170+17,6694,3516,1170.52%+1,767
GE Vernova Inc(GEV)06,049+6,04903,2010.27%+3,201
Coinbase Global Inc(COIN)04,685+4,68501,6420.14%+1,642
Home Depot Inc/The(HD)17,58422,028+4,4446,4448,0760.69%+1,632
Uber Technologies Inc(UBER)36,97846,346+9,3682,6944,3240.37%+1,630
Wells Fargo & Co(WFC)64,93778,022+13,0854,6626,2510.54%+1,589
US Bancorp(USB)034,529+34,52901,5620.13%+1,562
Booking Holdings Inc(BKNG)0721+72104,1740.36%+4,174
Uber Technologies Inc(UBER)00001,4390.12%+1,439
Micron Technology Inc(MU)19,72224,769+5,0471,7143,0530.26%+1,339
Texas Instruments Inc(TXN)16,11420,134+4,0202,8964,1800.36%+1,285
Crowdstrike Holdings Inc(CRWD)4,3605,520+1,1601,5372,8110.24%+1,274
American Express Co(AXP)012,266+12,26603,9130.33%+3,913
Caterpillar Inc(CAT)010,423+10,42304,0460.35%+4,046
Salesforce Inc(CRM)021,265+21,26505,7990.50%+5,799
Amphenol Corp026,808+26,80802,6470.23%+2,647
Boeing Co/The(BA)13,27716,711+3,4342,2643,5010.30%+1,237
Applied Materials Inc018,006+18,00603,2960.28%+3,296
Procter & Gamble Co/The(PG)41,50851,962+10,4547,0748,2790.71%+1,205
RTX Corp(RTX)23,58029,609+6,0293,1234,3240.37%+1,200
Eaton Corp PLC(ETN)08,672+8,67203,0960.26%+3,096
Intuitive Surgical Inc6,3137,943+1,6303,1274,3160.37%+1,190
Citigroup Inc(C)37,06244,781+7,7192,6313,8120.33%+1,181
Abbott Laboratories30,70238,560+7,8584,0735,2450.45%+1,172
Coca-Cola Co/The(KO)68,53785,850+17,3134,9096,0740.52%+1,165
Exxon Mobil Corp77,05595,522+18,4679,16410,2970.88%+1,133
Constellation Energy Corp(CEG)06,946+6,94602,2420.19%+2,242
Southern Co/The(SO)00001,1090.09%+1,109
Lam Research Corp(LRCX)028,349+28,34902,7590.24%+2,759
Charles Schwab Corp/The(SCHW)30,16537,853+7,6882,3613,4540.30%+1,092
Johnson & Johnson(JNJ)42,61953,325+10,7067,0688,1450.70%+1,077
KLA Corp(KLAC)2,3522,931+5791,5992,6250.22%+1,027
AT&T Inc(T)127,065159,475+32,4103,5934,6150.40%+1,022
Palo Alto Networks Inc(PANW)014,674+14,67403,0030.26%+3,003
Linde PLC(LIN)8,42810,432+2,0043,9244,8940.42%+970
Blackrock Inc(BLK)03,227+3,22703,3860.29%+3,386
Arista Networks Inc(ANET)18,28522,825+4,5401,4172,3350.20%+919
Boston Scientific Corp(BSX)26,08832,789+6,7012,6323,5220.30%+890
Honeywell International Inc(HON)014,243+14,24303,3170.28%+3,317
QUALCOMM Inc(QCOM)19,57724,316+4,7393,0073,8730.33%+865
Analog Devices Inc(ADI)010,992+10,99202,6160.22%+2,616
S&P Global Inc(SPGI)5,5766,957+1,3812,8333,6680.31%+835
Royal Caribbean Cruises Ltd
COM
05,537+5,53701,7340.15%+1,734
Trane Technologies PLC(TT)04,942+4,94202,1620.19%+2,162
DoorDash Inc(DASH)6,0057,599+1,5941,0981,8730.16%+776
Stryker Corp(SYK)6,0797,622+1,5432,2633,0150.26%+753
Vistra Corp(VST)07,520+7,52001,4570.12%+1,457
Deere & Co(DE)4,4835,594+1,1112,1042,8440.24%+740
Howmet Aerospace Inc(HWM)08,946+8,94601,6650.14%+1,665
AbbVie Inc(ABBV)31,24939,148+7,8996,5477,2670.62%+719
Adobe Inc(ADBE)09,445+9,44503,6540.31%+3,654
Accenture PLC
SHS CLASS A
013,875+13,87504,1470.35%+4,147
Axon Enterprise Inc(AXON)01,639+1,63901,3570.12%+1,357
McDonald's Corp(MCD)12,68515,847+3,1623,9624,6300.40%+668
Verizon Communications Inc(VZ)74,51893,439+18,9213,3804,0430.35%+663
TJX Cos Inc/The(TJX)19,89924,745+4,8462,4243,0560.26%+632
Cadence Design Systems Inc(CDNS)06,051+6,05101,8650.16%+1,865
KKR & Co Inc(KKR)015,001+15,00101,9960.17%+1,996
Blackstone Inc(BX)016,171+16,17102,4190.21%+2,419
Johnson Controls International plc
SHS
014,584+14,58401,5400.13%+1,540
Parker-Hannifin Corp(PH)02,832+2,83201,9780.17%+1,978
NextEra Energy Inc(NEE)36,40245,625+9,2232,5813,1670.27%+587
Gilead Sciences Inc(GILD)22,06027,569+5,5092,4723,0570.26%+585
Synopsys Inc(SNPS)03,427+3,42701,7570.15%+1,757
Intercontinental Exchange Inc(ICE)10,17012,713+2,5431,7542,3320.20%+578
Quanta Services Inc03,284+3,28401,2420.11%+1,242
Automatic Data Processing Inc7,2028,996+1,7942,2002,7740.24%+574
Emerson Electric Co(EMR)012,466+12,46601,6620.14%+1,662
McKesson Corp(MCK)2,2182,773+5551,4932,0320.17%+539
Progressive Corp/The(PGR)10,36912,992+2,6232,9353,4670.30%+533
Page 1 of 1