C
Custom Value and Growth Stocks 1.0

CALEB

Index Performance

+3.53%
CALEB
+2.96%
SPY

Overview

Description

I am better.

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

Holdings

All holdings as of January 17, 2025
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Apple, Inc. (AAPL)31.29%$3.46T2.02%46.21%9.11
Microsoft Corp. (MSFT)29.28%$3.19T16.04%69.35%12.72
Alphabet, Inc. (GOOGL)20.20%$2.41T15.07%58.67%5.88
Berkshire Hathaway, Inc. (BRK/B)9.17%$1.01T-0.23%21.84%2.19
The Coca-Cola Co. (KO)2.47%$270.14B-0.54%61.22%7.33
PepsiCo, Inc. (PEP)1.87%$203.40B-0.58%55.70%3.06
Caterpillar, Inc. (CAT)1.68%$186.37B-4.19%35.71%3.39
S&P Global, Inc. (SPGI)1.41%$155.73B15.92%61.82%12.76
Pfizer Inc. (PFE)1.34%$149.04B33.78%60.85%3.73
The Charles Schwab Corp. (SCHW)1.24%$139.87B2.44%74.74%4.96
Asana, Inc. (ASAN)0.03%$4.42B10.44%89.23%3.62
Heidrick & Struggles International, Inc. (HSII)0.01%$940.66M5.57%22.81%0.47
Ginkgo Bioworks Holdings, Inc. (DNA)<0.01%$622.50M60.65%67.24%1.16
Market data by FactSet