C

Custom Value and Growth Stocks 1.0

CALEB

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Index Performance

-1.28%
CALEB
+5.97%
SPY

Overview

Description

I am better.

  • TickerCALEB
  • Inception Date09/13/2022
  • WeightingMarket Cap
  • # of holdings12
What's inside?

Holdings

All holdings as of February 20, 2026
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Apple, Inc. (AAPL)30.43%$3.88T15.65%48.16%9.35
Alphabet, Inc. (GOOGL)27.56%$3.81T15.20%59.66%9.35
Microsoft Corp. (MSFT)22.96%$2.95T16.72%68.04%11.92
Berkshire Hathaway, Inc. (BRK/B)8.37%$1.07T2.13%24.62%2.30
Caterpillar, Inc. (CAT)2.77%$353.50B4.29%32.21%4.51
The Coca-Cola Co. (KO)2.67%$343.44B3.48%61.76%6.92
PepsiCo, Inc. (PEP)1.77%$225.42B2.25%54.41%2.57
The Charles Schwab Corp. (SCHW)1.30%$167.09B6.45%85.20%4.44
Pfizer Inc. (PFE)1.18%$151.52B-1.65%74.33%N/A
S&P Global, Inc. (SPGI)0.98%$124.74B7.94%62.56%11.50
Asana, Inc. (ASAN)0.01%$1.72B9.33%88.90%4.05
Ginkgo Bioworks Holdings, Inc. (DNA)<0.01%$558.64M-56.39%30.56%4.23
Market data by FactSet

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