AIQAL
Index Performance
+3.35%
AIQAL
+4.43%
SPY
Overview
Description
The Intelligent Quality Select strategy (AIQAL) uses OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude to build a custom weighted portfolio of quality US-listed stocks. The strategy aims to create superior quality-focused returns compared to the MSCI USA Sector Neutral Quality Index.
- TickerAIQAL
- Inception Date10/08/2023
- WeightingCustom
- # of holdings87
What's inside?
Holdings
All holdings as of May 9, 2024
CSV download
| Alphabet, Inc. (GOOGL) | 8.89% | $1.96T | 15.44% | 58.49% | 5.70 |
| Microsoft Corp. (MSFT) | 5.77% | $3.06T | 17.03% | 70.08% | 13.40 |
| Visa, Inc. (V) | 4.00% | $438.46B | 9.89% | 76.74% | 16.72 |
| Mastercard, Inc. (MA) | 3.92% | $420.18B | 10.38% | 96.60% | 17.82 |
| NVIDIA Corp. (NVDA) | 3.62% | $2.22T | 125.85% | 72.72% | 24.74 |
| UnitedHealth Group, Inc. (UNH) | 3.10% | $466.51B | 8.56% | N/A | 1.42 |
| Apple, Inc. (AAPL) | 3.08% | $2.83T | -4.31% | 46.58% | 7.05 |
| Meta Platforms, Inc. (META) | 2.94% | $1.04T | 27.26% | 81.84% | 8.79 |
| Broadcom Inc. (AVGO) | 2.42% | $605.08B | 34.17% | 55.81% | 16.36 |
| Costco Wholesale Corp. (COST) | 2.39% | $345.51B | 5.75% | 12.49% | 1.29 |
| 3M Co. (MMM) | 2.25% | $53.86B | -0.35% | 45.53% | 2.15 |
| Eli Lilly & Co. (LLY) | 2.05% | $733.29B | 25.98% | 80.91% | 20.23 |
| Old Dominion Freight Line, Inc. (ODFL) | 1.85% | $39.80B | 1.24% | 33.27% | 8.07 |
| ConocoPhillips (COP) | 1.83% | $144.31B | -6.69% | 30.25% | 2.95 |
| Adobe, Inc. (ADBE) | 1.76% | $216.23B | 11.75% | 87.80% | 12.93 |
| Edwards Lifesciences Corp. (EW) | 1.67% | $52.68B | 9.50% | 75.72% | 9.24 |
| Exxon Mobil Corp. (XOM) | 1.66% | $531.31B | -2.16% | 24.07% | 1.44 |
| IDEXX Laboratories, Inc. (IDXX) | 1.66% | $41.36B | 7.10% | 61.60% | 12.35 |
| Chevron Corp. (CVX) | 1.66% | $304.92B | -4.50% | 17.50% | 1.58 |
| Lam Research Corp. (LRCX) | 1.56% | $118.65B | -1.96% | 47.86% | 8.92 |
| NIKE, Inc. (NKE) | 1.55% | $113.14B | 0.51% | 44.23% | 3.11 |
| Applied Materials, Inc. (AMAT) | 1.46% | $171.44B | -0.18% | 47.76% | 5.23 |
| QUALCOMM, Inc. (QCOM) | 1.44% | $201.48B | 1.23% | 56.27% | 5.32 |
| Texas Instruments Incorporated (TXN) | 1.43% | $168.73B | -16.40% | 57.22% | 9.73 |
| AbbVie, Inc. (ABBV) | 1.37% | $283.25B | 0.70% | 66.84% | 6.96 |
| Atmos Energy Corp. (ATO) | 1.32% | $18.06B | 6.90% | 39.94% | 6.23 |
| Procter & Gamble Co. (PG) | 1.30% | $391.88B | 0.63% | 51.20% | 5.08 |
| Archer-Daniels-Midland Co. (ADM) | 1.27% | $30.87B | -9.29% | 8.29% | 0.43 |
| W.W. Grainger, Inc. (GWW) | 1.24% | $46.92B | 3.52% | 39.39% | 3.16 |
| Tractor Supply Co. (TSCO) | 1.24% | $29.11B | 2.90% | 32.89% | 2.27 |
| PepsiCo, Inc. (PEP) | 1.22% | $244.79B | 2.28% | 55.00% | 2.99 |
| Paychex, Inc. (PAYX) | 1.16% | $43.66B | 4.22% | 73.61% | 8.34 |
| C.H. Robinson Worldwide, Inc. (CHRW) | 1.08% | $9.52B | -4.32% | 6.50% | 0.64 |
| Lennar Corp. (LEN) | 1.06% | $44.38B | 12.50% | 22.21% | 1.23 |
| Electronic Arts, Inc. (EA) | 1.04% | $33.99B | 4.43% | 76.51% | 4.59 |
| Accenture Plc (ACN) | 0.99% | $192.77B | -0.09% | 30.91% | 3.68 |
| Lockheed Martin Corp. (LMT) | 0.93% | $112.38B | 13.68% | 11.59% | 1.82 |
| Watsco, Inc. (WSO) | 0.88% | $19.02B | 0.93% | 26.88% | 2.24 |
| Merck & Co., Inc. (MRK) | 0.86% | $329.85B | 8.38% | 75.11% | 5.96 |
| Public Storage (PSA) | 0.86% | $48.39B | 5.76% | 47.31% | 14.06 |
| BlackRock, Inc. (BLK) | 0.83% | $117.26B | 12.36% | 80.11% | 6.76 |
| Automatic Data Processing, Inc. (ADP) | 0.81% | $100.34B | 6.62% | 51.44% | 5.45 |
| Johnson & Johnson (JNJ) | 0.74% | $360.64B | -13.55% | 68.78% | 4.37 |
| Expeditors International of Washington, Inc. (EXPD) | 0.72% | $16.60B | -14.89% | 15.64% | 1.88 |
| Weyerhaeuser Co. (WY) | 0.72% | $22.69B | -4.52% | 26.73% | 4.01 |
| D.R. Horton, Inc. (DHI) | 0.67% | $49.23B | 14.23% | 25.62% | 1.57 |
| The Coca-Cola Co. (KO) | 0.67% | $270.88B | 2.46% | 62.40% | 6.32 |
| Ulta Beauty, Inc. (ULTA) | 0.63% | $19.01B | 9.78% | 39.09% | 2.34 |
| Booking Holdings, Inc. (BKNG) | 0.63% | $128.25B | 16.86% | 95.99% | 5.79 |
| The Cigna Group (CI) | 0.63% | $99.70B | 19.28% | N/A | 0.67 |
| Marsh & McLennan Cos., Inc. (MMC) | 0.62% | $100.93B | 9.25% | N/A | 5.00 |
| Abbott Laboratories (ABT) | 0.62% | $182.09B | 2.23% | 50.40% | 5.13 |
| Graco, Inc. (GGG) | 0.61% | $14.09B | -7.07% | 54.08% | 7.20 |
| Cadence Design Systems, Inc. (CDNS) | 0.55% | $77.63B | -1.23% | 87.06% | 20.79 |
| The TJX Cos., Inc. (TJX) | 0.52% | $112.06B | 8.57% | 30.04% | 2.21 |
| Teradyne, Inc. (TER) | 0.50% | $19.14B | -3.00% | 56.44% | 6.66 |
| Cisco Systems, Inc. (CSCO) | 0.48% | $193.51B | -5.89% | 64.51% | 3.47 |
| T. Rowe Price Group, Inc. (TROW) | 0.48% | $24.85B | 13.83% | 82.17% | 3.92 |
| Pfizer Inc. (PFE) | 0.46% | $159.68B | -18.61% | 70.56% | 3.92 |
| Honeywell International, Inc. (HON) | 0.45% | $130.65B | 2.72% | 39.28% | 4.06 |
| Solventum Corp. (SOLV) | 0.37% | N/A | 0.82% | 57.25% | N/A |
| The Mosaic Co. (MOS) | 0.36% | $9.62B | -25.66% | 14.90% | 1.18 |
| The Estée Lauder Companies, Inc. (EL) | 0.35% | $30.68B | 5.26% | 71.80% | 4.09 |
| lululemon athletica, Inc. (LULU) | 0.34% | $42.64B | 18.60% | 58.26% | 6.23 |
| Union Pacific Corp. (UNP) | 0.28% | $150.46B | -0.41% | 45.12% | 7.57 |
| Gilead Sciences, Inc. (GILD) | 0.28% | $80.46B | 5.66% | 76.79% | 4.03 |
| Intuitive Surgical, Inc. (ISRG) | 0.28% | $136.72B | 11.46% | 65.87% | 19.01 |
| Linde Plc (LIN) | 0.26% | $206.64B | -1.14% | 36.23% | 7.40 |
| Cintas Corp. (CTAS) | 0.25% | $70.64B | 9.87% | 47.68% | 7.16 |
| Analog Devices, Inc. (ADI) | 0.24% | $101.56B | -22.68% | 51.08% | 8.77 |
| Moody's Corp. (MCO) | 0.24% | $73.32B | 21.50% | 68.09% | 12.36 |
| Ameriprise Financial, Inc. (AMP) | 0.23% | $42.71B | 12.20% | 53.08% | 2.67 |
| Illinois Tool Works Inc. (ITW) | 0.21% | $74.52B | -1.14% | 45.38% | 5.47 |
| Amphenol Corp. (APH) | 0.20% | $76.64B | 9.49% | 33.44% | 5.83 |
| ResMed, Inc. (RMD) | 0.19% | $31.86B | 7.17% | 56.94% | 6.57 |
| Avery Dennison Corp. (AVY) | 0.18% | $18.34B | 4.18% | 29.39% | 2.50 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.17% | $108.12B | 14.21% | 87.25% | 9.80 |
| Church & Dwight Co., Inc. (CHD) | 0.17% | $26.18B | 5.14% | 43.65% | 4.67 |
| CVS Health Corp. (CVS) | 0.16% | $69.90B | 3.60% | 14.22% | 0.47 |
| Rockwell Automation, Inc. (ROK) | 0.16% | $30.84B | -6.54% | 38.95% | 4.15 |
| Danaher Corp. (DHR) | 0.16% | $186.23B | -19.13% | 60.16% | 7.59 |
| Fortive Corp. (FTV) | 0.15% | $27.28B | 4.37% | 59.31% | 5.55 |
| Cognizant Technology Solutions Corp. (CTSH) | 0.15% | $33.21B | -1.08% | 31.16% | 1.84 |
| CF Industries Holdings, Inc. (CF) | 0.14% | $13.58B | -26.94% | 28.10% | 3.23 |
| Rollins, Inc. (ROL) | 0.12% | $22.76B | 13.73% | 47.50% | 7.32 |
| Jack Henry & Associates, Inc. (JKHY) | 0.12% | $12.32B | 5.90% | 39.06% | 5.93 |
| Waters Corp. (WAT) | 0.11% | $19.96B | -6.99% | 57.00% | 7.65 |
Market data by FactSet