C
Custom Value and Growth Stocks 1.0

CALEB

Index Performance

+12.22%
CALEB
+7.28%
SPY

Overview

Description

I am better.

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

Holdings

All holdings as of July 26, 2024
CSV download
Apple, Inc. (AAPL)32.19%$3.34T-4.31%46.58%7.05
Microsoft Corp. (MSFT)29.85%$3.11T17.03%70.08%13.40
Alphabet, Inc. (GOOGL)18.02%$1.93T13.46%58.05%6.72
Berkshire Hathaway, Inc. (BRK/B)9.01%$933.83B5.24%21.62%2.30
The Coca-Cola Co. (KO)2.75%$284.63B3.12%61.08%6.48
PepsiCo, Inc. (PEP)2.27%$234.91B0.80%56.06%2.87
Pfizer Inc. (PFE)1.66%$171.02B-18.61%70.56%3.92
Caterpillar, Inc. (CAT)1.64%$168.38B-0.40%37.20%3.21
S&P Global, Inc. (SPGI)1.46%$151.23B10.47%59.70%11.56
The Charles Schwab Corp. (SCHW)1.12%$117.73B-1.87%75.78%5.68
Asana, Inc. (ASAN)0.02%$2.15B13.15%89.68%4.65
Heidrick & Struggles International, Inc. (HSII)0.01%$716.80M11.14%23.54%0.52
Ginkgo Bioworks Holdings, Inc. (DNA)0.01%$582.26M-52.98%41.83%8.22
Market data by FactSet