C
Custom Value and Growth Stocks 1.0

CALEB

Index Performance

+10.55%
CALEB
+5.42%
SPY

Overview

Description

I am better.

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

Holdings

All holdings as of June 12, 2024
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Microsoft Corp. (MSFT)31.23%$3.22T17.03%70.08%13.40
Apple, Inc. (AAPL)30.81%$3.18T-4.31%46.58%7.05
Alphabet, Inc. (GOOGL)19.53%$2.04T15.44%58.49%5.70
Berkshire Hathaway, Inc. (BRK/B)8.22%$882.80B5.24%21.62%2.30
The Coca-Cola Co. (KO)2.58%$273.77B2.46%62.40%6.32
PepsiCo, Inc. (PEP)2.12%$226.94B2.28%55.00%2.99
Caterpillar, Inc. (CAT)1.51%$160.07B-0.40%37.20%3.21
Pfizer Inc. (PFE)1.47%$158.83B-18.61%70.56%3.92
S&P Global, Inc. (SPGI)1.30%$134.17B10.47%59.70%11.56
The Charles Schwab Corp. (SCHW)1.21%$130.54B1.35%74.41%5.76
Asana, Inc. (ASAN)0.02%$1.90B13.15%89.68%4.65
Ginkgo Bioworks Holdings, Inc. (DNA)0.01%$882.39M-52.98%41.83%8.22
Heidrick & Struggles International, Inc. (HSII)0.01%$679.54M11.14%23.54%0.52
Market data by FactSet