Index Performance
+7.44%
STICKY
+5.16%
VIG
+6.13%
SPY
+7.79%
QQQ
Overview
Description
This index is designed to track companies that I perceive to have a wide economic moat AND to have a business model that creates above average sticky relationship through a barrier or cost to switch. The cost can come in the form of limited options, monetarily costly to switch or any number of factors other than consumer preference and brand loyalty. You can view my youtube video walking you though my though process here.
- TickerSTICKY
- Inception Date09/24/2023
- WeightingSq. Root Market Cap
- # of holdings32
What's inside?
Holdings
All holdings as of February 20, 2026
CSV download
| Apple, Inc. (AAPL) | 13.48% | $3.88T | 15.65% | 48.16% | 9.35 |
| Microsoft Corp. (MSFT) | 10.77% | $2.95T | 16.72% | 68.04% | 11.92 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 9.67% | $1.57T | 35.64% | 59.89% | 12.36 |
| Broadcom Inc. (AVGO) | 8.49% | $1.58T | 23.87% | 64.71% | 28.86 |
| Visa, Inc. (V) | 5.19% | $611.73B | 14.63% | 78.69% | 16.39 |
| Costco Wholesale Corp. (COST) | 4.94% | $437.33B | 8.30% | 13.07% | 1.39 |
| Mastercard, Inc. (MA) | 4.56% | $469.46B | 16.61% | 96.03% | 16.00 |
| Oracle Corp. (ORCL) | 3.86% | $425.60B | 14.22% | 64.00% | 11.51 |
| KLA Corp. (KLAC) | 3.34% | $196.09B | 7.12% | 59.62% | 12.66 |
| American Express Co. (AXP) | 3.25% | $237.69B | 8.49% | 60.65% | 3.32 |
| BlackRock Finance, Inc. (BLK) | 2.99% | $178.04B | 18.88% | 82.05% | N/A |
| S&P Global, Inc. (SPGI) | 2.22% | $124.74B | 7.94% | 62.56% | 11.50 |
| Waste Management, Inc. (WM) | 2.19% | $92.89B | 14.24% | 29.08% | 4.46 |
| Intercontinental Exchange, Inc. (ICE) | 2.02% | $87.46B | 10.34% | 68.46% | 9.10 |
| Palo Alto Networks, Inc. (PANW) | 1.99% | $121.34B | 14.91% | 73.59% | 12.30 |
| Adobe, Inc. (ADBE) | 1.95% | $106.16B | 10.42% | 88.61% | 5.75 |
| Dell Technologies, Inc. (DELL) | 1.93% | $81.03B | 10.74% | 20.67% | 1.27 |
| Automatic Data Processing, Inc. (ADP) | 1.89% | $86.36B | 6.16% | 50.47% | 5.00 |
| Public Storage (PSA) | 1.77% | $53.53B | 2.74% | 48.84% | 12.44 |
| Nasdaq, Inc. (NDAQ) | 1.39% | $46.54B | 11.65% | 55.88% | 7.86 |
| Dollar General Corp. (DG) | 1.33% | $33.16B | 4.58% | 27.40% | 0.88 |
| Tradeweb Markets, Inc. (TW) | 1.24% | $28.15B | 18.92% | 87.81% | 10.64 |
| Tractor Supply Co. (TSCO) | 1.19% | $27.88B | 4.31% | 33.24% | 2.13 |
| Fair Isaac Corp. (FICO) | 1.10% | $32.04B | 16.36% | 82.96% | 21.11 |
| Hewlett Packard Enterprise Co. (HPE) | 1.09% | $28.40B | 14.17% | 28.84% | 1.47 |
| Veeva Systems, Inc. (VEEV) | 1.07% | $29.64B | 16.02% | 75.09% | 13.85 |
| LPL Financial Holdings, Inc. (LPLA) | 1.03% | $25.55B | 37.18% | 29.30% | 1.91 |
| Equifax, Inc. (EFX) | 1.03% | $23.75B | 6.92% | 44.60% | 5.26 |
| T. Rowe Price Group, Inc. (TROW) | 0.97% | $20.80B | 3.12% | 78.89% | 2.85 |
| Franklin Resources, Inc. (BEN) | 0.90% | $14.41B | 5.65% | 73.05% | 2.86 |
| TransUnion (TRU) | 0.79% | $14.80B | 9.38% | 46.53% | 4.64 |
| The Western Union Co. (WU) | 0.38% | $2.95B | -3.86% | 32.79% | 1.22 |
Market data by FactSet