Index Performance
+13.90%
ALTMAN
+7.12%
TMLARGE
Overview
Description
This a blend of best of breed high growth stocks in the AI, cybersecurity, EV and IT, focusing on growth with moderate risk and a decent dividend.
- TickerALTMAN
- Inception Date12/22/2023
- WeightingCustom
- # of holdings16
What's inside?
Holdings
All holdings as of November 13, 2025
CSV download
| Apple, Inc. (AAPL) | 11.95% | $4.03T | 6.43% | 46.91% | 9.35 |
| Microsoft Corp. (MSFT) | 10.43% | $3.74T | 18.43% | 69.05% | 13.22 |
| UiPath, Inc. (PATH) | 9.56% | $7.48B | 14.38% | 81.94% | 3.35 |
| Rivian Automotive, Inc. (RIVN) | 9.18% | $20.09B | 78.26% | -3.15% | 2.71 |
| Alphabet, Inc. (GOOG) | 8.80% | $3.36T | 16.21% | 59.66% | 7.56 |
| NVIDIA Corp. (NVDA) | 8.51% | $4.54T | 55.60% | 72.42% | 25.48 |
| SentinelOne, Inc. (S) | 6.96% | $5.51B | 21.74% | 75.03% | 5.81 |
| International Business Machines Corp. (IBM) | 6.14% | $284.96B | 9.11% | 56.78% | 4.89 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.73% | $1.22T | 40.71% | 59.45% | 12.02 |
| Broadcom Inc. (AVGO) | 5.30% | $1.61T | 22.03% | 64.08% | 24.30 |
| Oracle Corp. (ORCL) | 3.79% | $620.25B | 12.17% | 64.46% | 12.86 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.83% | $132.95B | 21.28% | 73.46% | 25.22 |
| Zscaler, Inc. (ZS) | 2.81% | $48.85B | 23.31% | 76.82% | 15.83 |
| Morgan Stanley (MS) | 2.78% | $263.21B | 13.88% | N/A | 6.09 |
| JPMorgan Chase & Co. (JPM) | 2.65% | $842.49B | 4.02% | N/A | 7.00 |
| Fortinet, Inc. (FTNT) | 2.58% | $60.26B | 14.38% | 80.77% | 9.44 |
Market data by FactSet
