C

Custom Value and Growth Stocks 1.0

CALEB

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Index Performance

+10.94%
CALEB
+3.99%
SPY

Overview

Description

I am better.

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

Holdings

All holdings as of December 12, 2025
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Apple, Inc. (AAPL)30.54%$4.11T6.43%46.91%9.35
Microsoft Corp. (MSFT)26.33%$3.56T18.43%69.05%13.22
Alphabet, Inc. (GOOGL)25.73%$3.74T16.21%59.66%7.55
Berkshire Hathaway, Inc. (BRK/B)7.97%$1.08T2.13%24.62%2.30
The Coca-Cola Co. (KO)2.26%$303.35B5.67%61.57%6.64
Caterpillar, Inc. (CAT)2.08%$279.80B9.51%31.89%4.00
PepsiCo, Inc. (PEP)1.54%$205.99B2.65%53.72%2.63
The Charles Schwab Corp. (SCHW)1.30%$171.74B7.45%83.45%5.54
S&P Global, Inc. (SPGI)1.13%$151.71B8.76%63.61%10.86
Pfizer Inc. (PFE)1.10%$146.98B-5.92%67.15%2.91
Asana, Inc. (ASAN)0.02%$3.40B9.33%88.90%4.05
Ginkgo Bioworks Holdings, Inc. (DNA)<0.01%$565.91M-56.39%30.56%4.23
Market data by FactSet

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