Index Performance
+10.06%
ALTMAN
+5.50%
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 December 12, 2025
CSV download
| Apple, Inc. (AAPL) | 11.86% | $4.11T | 6.43% | 46.91% | 9.35 |
| UiPath, Inc. (PATH) | 11.50% | $9.32B | 15.92% | 83.00% | 4.66 |
| Rivian Automotive, Inc. (RIVN) | 10.04% | $22.58B | 78.26% | -3.15% | 2.71 |
| Microsoft Corp. (MSFT) | 9.68% | $3.56T | 18.43% | 69.05% | 13.22 |
| Alphabet, Inc. (GOOG) | 9.54% | $3.74T | 16.21% | 59.66% | 7.56 |
| NVIDIA Corp. (NVDA) | 7.77% | $4.25T | 62.49% | 73.41% | 24.10 |
| SentinelOne, Inc. (S) | 6.19% | $5.13B | 22.91% | 73.79% | 5.54 |
| International Business Machines Corp. (IBM) | 6.10% | $289.06B | 9.11% | 56.78% | 4.89 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.78% | $1.23T | 40.71% | 58.38% | 12.04 |
| Broadcom Inc. (AVGO) | 5.46% | $1.70T | 23.87% | 64.71% | 28.31 |
| Oracle Corp. (ORCL) | 3.22% | $545.81B | 14.22% | 64.00% | 11.51 |
| Morgan Stanley (MS) | 2.93% | $283.55B | 13.88% | N/A | 6.09 |
| JPMorgan Chase & Co. (JPM) | 2.66% | $867.09B | 4.02% | N/A | 7.00 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.62% | $127.25B | 22.18% | 74.96% | 29.03 |
| Fortinet, Inc. (FTNT) | 2.55% | $61.14B | 14.38% | 80.77% | 9.44 |
| Zscaler, Inc. (ZS) | 2.10% | $37.68B | 25.50% | 76.25% | 18.01 |
Market data by FactSet
