Index Performance
+23.79%
ALTMAN
+14.23%
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 July 6, 2026
CSV download
| Microsoft Corp. (MSFT) | 10.82% | $2.87T | 18.30% | 67.63% | 8.81 |
| Apple, Inc. (AAPL) | 10.82% | $4.59T | 16.60% | 49.27% | 8.15 |
| Rivian Automotive, Inc. (RIVN) | 10.28% | $25.38B | 11.37% | 2.82% | 3.48 |
| SentinelOne, Inc. (S) | 9.49% | $6.22B | 20.80% | 71.82% | 3.91 |
| UiPath, Inc. (PATH) | 8.97% | $6.13B | 17.32% | 81.13% | 2.52 |
| Alphabet, Inc. (GOOG) | 8.06% | $4.44T | 22.34% | 62.51% | 8.22 |
| NVIDIA Corp. (NVDA) | 7.23% | $4.73T | 85.23% | 74.93% | 19.77 |
| International Business Machines Corp. (IBM) | 6.10% | $281.51B | 9.46% | 55.73% | 4.19 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.96% | $1.99T | 40.49% | 65.12% | 12.66 |
| Broadcom Inc. (AVGO) | 4.91% | $1.78T | 47.87% | 67.24% | 27.82 |
| Oracle Corp. (ORCL) | 4.22% | $414.10B | 17.35% | 63.34% | 11.86 |
| Zscaler, Inc. (ZS) | 3.11% | $24.32B | 25.43% | 76.88% | 6.09 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.03% | $203.02B | 25.57% | 75.30% | 21.83 |
| Fortinet, Inc. (FTNT) | 2.87% | $118.95B | 20.13% | 80.29% | 8.14 |
| JPMorgan Chase & Co. (JPM) | 2.62% | $904.92B | 7.20% | N/A | 7.17 |
| Morgan Stanley (MS) | 2.51% | $350.31B | 13.71% | N/A | 6.45 |
Market data by FactSet
