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CSR Fall 2026 Index

CSRFALL

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Index Performance

+1.92%
CSRFALL
+4.50%
SPY
+4.38%
ESGU

Overview

Description

CSR Stock Index

  • TickerCSRFALL
  • Inception Date09/14/2026
  • WeightingCustom
  • # of holdings26
What's inside?

Holdings

All holdings as of October 28, 2026
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Marriott International, Inc. (MAR)7.80%$102.85B4.85%20.35%4.29
Exxonmobil Corp. (XOM)7.45%$748.47B43.14%21.35%1.68
Garmin Ltd. (GRMN)6.68%$52.55B12.15%63.33%6.95
Etsy, Inc. (ETSY)4.26%$8.48B2.13%72.66%3.18
Danaher Corp. (DHR)3.70%$164.68B8.28%59.34%7.06
Xponential Fitness, Inc. (XPOF)3.68%$197.49M-13.44%82.50%2.57
Costco Wholesale Corp. (COST)3.67%$435.48B10.14%12.82%1.35
Warby Parker, Inc. (WRBY)3.63%$3.02B9.81%55.86%4.14
Microsoft Corp. (MSFT)3.60%$3.94T18.80%67.79%N/A
Columbia Sportswear Co. (COLM)3.59%$3.12B1.50%58.39%0.88
The Walt Disney Co. (DIS)3.55%$188.28B7.48%34.81%2.22
NIKE, Inc. (NKE)3.53%$55.18B-4.35%42.54%1.32
Workday, Inc. (WDAY)3.53%$49.25B13.29%75.41%3.92
Interface, Inc. (TILE)3.51%$2.08B5.37%41.06%1.59
Huntington Ingalls Industries, Inc. (HII)3.42%$11.00B10.90%12.61%1.06
Apple, Inc. (AAPL)3.42%$5.02T16.36%50.06%8.99
Salesforce, Inc. (CRM)3.41%$199.26B10.83%74.11%4.14
Johnson & Johnson (JNJ)3.36%$652.48B5.87%68.11%6.96
Celsius Holdings, Inc. (CELH)3.34%$7.08B10.64%46.90%3.06
The Hershey Co. (HSY)3.23%$32.91B6.60%42.24%4.21
Principal Financial Group, Inc. (PFG)3.20%$23.95B-96.69%N/AN/A
Duolingo, Inc. (DUOL)3.19%$6.33B18.31%72.14%3.95
Target Corp. (TGT)3.15%$67.67B5.27%31.22%0.74
Deere & Co. (DE)3.13%$172.74B4.96%36.95%4.47
Schaeffler AG (SHA)2.78%$6.23B-0.32%20.41%0.61
JetBlue Airways Corp. (JBLU)2.18%$1.08B21.10%13.87%0.94
Market data by FactSet