C
Custom Value and Growth Stocks 1.0

CALEB

Index Performance

+0.61%
CALEB
+2.80%
SPY

Overview

Description

I am better.

  • TickerCALEB
  • Inception Date09/13/2022
  • WeightingMarket Cap
  • # of holdings13
What's inside?

Holdings

All holdings as of May 2, 2024
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Microsoft Corp. (MSFT)31.36%$2.96T17.03%70.08%13.40
Apple, Inc. (AAPL)27.82%$2.67T-4.31%46.58%N/A
Alphabet, Inc. (GOOGL)20.37%$1.93T15.44%58.49%5.70
Berkshire Hathaway, Inc. (BRK/B)8.96%$867.01B20.65%19.46%2.06
The Coca-Cola Co. (KO)2.83%$267.25B2.46%62.40%6.32
PepsiCo, Inc. (PEP)2.53%$241.21B2.28%55.00%2.99
Caterpillar, Inc. (CAT)1.71%$164.05B-0.40%37.20%3.21
Pfizer Inc. (PFE)1.64%$156.42B-18.61%77.29%N/A
The Charles Schwab Corp. (SCHW)1.38%$133.79B1.35%75.26%5.08
S&P Global, Inc. (SPGI)1.36%$130.47B10.47%59.70%11.56
Asana, Inc. (ASAN)0.02%$2.18B19.24%90.20%5.51
Ginkgo Bioworks Holdings, Inc. (DNA)0.01%$1.46B-47.36%56.73%10.26
Heidrick & Struggles International, Inc. (HSII)0.01%$596.24M-3.91%25.14%0.23
Market data by FactSet