Index Performance
+12.60%
JQIM
+10.53%
TMLARGE
+18.05%
QQQ
+1.79%
VO
+14.28%
VUG
+0.95%
VTV
+0.34%
DIA
+8.54%
SPY
Overview
Description
Large Cap
- TickerJQIM
- Inception Date06/20/2023
- WeightingCustom
- # of holdings16
What's inside?
Holdings
All holdings as of May 22, 2026
CSV download
| Apple, Inc. (AAPL) | 26.45% | $3.98T | 15.65% | 48.16% | 9.35 |
| Alphabet, Inc. (GOOG) | 17.25% | $4.15T | 15.20% | 59.66% | 9.38 |
| Amazon.com, Inc. (AMZN) | 15.41% | $2.84T | 12.38% | 50.29% | 3.55 |
| Visa, Inc. (V) | 6.48% | $589.76B | 14.63% | 78.69% | 16.39 |
| Walmart, Inc. (WMT) | 6.02% | $1.04T | 4.73% | 22.94% | 1.43 |
| Procter & Gamble Co. (PG) | 5.14% | $344.37B | 7.38% | 50.16% | 4.32 |
| Exxon Mobil Corp. (XOM) | 4.12% | $618.95B | -4.71% | 21.68% | 1.74 |
| Bank of America Corp. (BAC) | 3.75% | $373.55B | -1.91% | N/A | 5.64 |
| QUALCOMM, Inc. (QCOM) | 3.13% | $158.82B | 5.00% | 54.55% | 4.27 |
| Costco Wholesale Corp. (COST) | 2.70% | $448.60B | 9.22% | 12.76% | 1.55 |
| Honda Motor Co., Ltd. (HMC) | 1.86% | $31.67B | -4.46% | 20.25% | 0.66 |
| United Parcel Service, Inc. (UPS) | 1.79% | $90.96B | -2.49% | 18.53% | 1.21 |
| Netflix, Inc. (NFLX) | 1.64% | $389.43B | 19.31% | 52.44% | 8.84 |
| T-Mobile US, Inc. (TMUS) | 1.56% | $209.13B | 8.49% | 47.64% | 3.92 |
| McDonald's Corp. (MCD) | 1.55% | $212.79B | 3.72% | 57.81% | 10.15 |
| Elevance Health, Inc. (ELV) | 1.16% | $74.87B | 2.64% | N/A | 0.48 |
Market data by FactSet
