Index Performance
-5.63%
ALTMAN
+1.49%
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 13, 2026
CSV download
| Apple, Inc. (AAPL) | 11.38% | $3.76T | 15.65% | 48.16% | 9.35 |
| Microsoft Corp. (MSFT) | 10.05% | $2.98T | 16.72% | 68.04% | 11.92 |
| NVIDIA Corp. (NVDA) | 9.22% | $4.44T | 62.49% | 73.41% | 24.10 |
| Alphabet, Inc. (GOOG) | 9.05% | $3.70T | 15.20% | 59.66% | 9.38 |
| SentinelOne, Inc. (S) | 8.59% | $4.71B | 22.91% | 73.79% | 5.54 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 7.73% | $1.58T | 35.64% | 59.89% | 12.36 |
| Rivian Automotive, Inc. (RIVN) | 7.21% | $22.00B | 8.39% | -2.77% | 4.18 |
| UiPath, Inc. (PATH) | 6.41% | $6.05B | 15.92% | 83.00% | 4.66 |
| Broadcom Inc. (AVGO) | 5.82% | $1.54T | 23.87% | 64.71% | 28.86 |
| International Business Machines Corp. (IBM) | 5.30% | $245.26B | 7.62% | 59.50% | 4.90 |
| Oracle Corp. (ORCL) | 5.09% | $460.26B | 14.22% | 64.00% | 11.51 |
| Fortinet, Inc. (FTNT) | 3.24% | $63.63B | 14.17% | 80.46% | 8.55 |
| Morgan Stanley (MS) | 2.96% | $272.01B | 11.42% | N/A | 5.52 |
| JPMorgan Chase & Co. (JPM) | 2.92% | $823.62B | 0.14% | N/A | 6.62 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.72% | $108.31B | 22.18% | 74.96% | 29.03 |
| Zscaler, Inc. (ZS) | 2.32% | $28.34B | 25.50% | 76.25% | 18.01 |
Market data by FactSet
