C
Custom Value and Growth Stocks 1.0

CALEB

Index Performance

-5.13%
CALEB
+2.95%
SPY

Overview

Description

I am better.

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

Holdings

All holdings as of October 10, 2024
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Apple, Inc. (AAPL)32.87%$3.48T4.87%46.26%8.49
Microsoft Corp. (MSFT)29.32%$3.09T15.67%69.76%13.71
Alphabet, Inc. (GOOGL)17.36%$1.86T13.46%58.05%6.72
Berkshire Hathaway, Inc. (BRK/B)9.31%$980.44B1.24%21.84%1.97
The Coca-Cola Co. (KO)2.79%$298.46B2.64%61.44%6.49
PepsiCo, Inc. (PEP)2.30%$237.34B-0.58%55.70%3.06
Caterpillar, Inc. (CAT)1.83%$192.33B-3.63%37.36%2.95
Pfizer Inc. (PFE)1.58%$166.26B4.31%62.06%3.99
S&P Global, Inc. (SPGI)1.52%$161.23B14.45%61.23%11.58
The Charles Schwab Corp. (SCHW)1.10%$118.53B-1.87%74.88%6.34
Asana, Inc. (ASAN)0.02%$1.69B10.31%88.85%4.49
Heidrick & Struggles International, Inc. (HSII)0.01%$750.52M3.32%25.11%0.41
Ginkgo Bioworks Holdings, Inc. (DNA)<0.01%$309.48M-30.24%44.76%2.21
Market data by FactSet