Index Performance
-3.29%
ALTMAN
+5.08%
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 February 20, 2026
CSV download
| Apple, Inc. (AAPL) | 11.99% | $3.88T | 15.65% | 48.16% | 9.35 |
| Microsoft Corp. (MSFT) | 10.12% | $2.95T | 16.72% | 68.04% | 11.92 |
| NVIDIA Corp. (NVDA) | 9.74% | $4.61T | 62.49% | 73.41% | 24.10 |
| Alphabet, Inc. (GOOG) | 9.48% | $3.81T | 15.20% | 59.66% | 9.38 |
| SentinelOne, Inc. (S) | 8.18% | $4.41B | 22.91% | 73.79% | 5.54 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 7.96% | $1.57T | 35.64% | 59.89% | 12.36 |
| Rivian Automotive, Inc. (RIVN) | 6.32% | $18.95B | 8.39% | -2.77% | 4.18 |
| UiPath, Inc. (PATH) | 6.22% | $5.78B | 15.92% | 83.00% | 4.66 |
| Broadcom Inc. (AVGO) | 6.06% | $1.58T | 23.87% | 64.71% | 28.86 |
| International Business Machines Corp. (IBM) | 5.29% | $240.38B | 7.62% | 59.50% | 4.90 |
| Oracle Corp. (ORCL) | 4.79% | $425.60B | 14.22% | 64.00% | 11.51 |
| Fortinet, Inc. (FTNT) | 3.09% | $59.49B | 14.17% | 80.46% | 8.55 |
| Morgan Stanley (MS) | 3.09% | $278.53B | 11.47% | N/A | 6.35 |
| JPMorgan Chase & Co. (JPM) | 3.05% | $838.21B | 0.14% | N/A | 6.62 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.50% | $97.97B | 22.18% | 74.96% | 29.03 |
| Zscaler, Inc. (ZS) | 2.13% | $25.48B | 25.50% | 76.25% | 18.01 |
Market data by FactSet
