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 April 7, 2026
CSV download
| Apple, Inc. (AAPL) | 13.24% | $3.72T | 15.65% | 48.16% | 9.35 |
| Microsoft Corp. (MSFT) | 11.14% | $2.76T | 16.72% | 68.04% | 11.92 |
| Broadcom Inc. (AVGO) | 8.87% | $1.58T | 29.47% | 65.57% | 24.48 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 8.70% | $1.51T | 35.64% | 58.72% | 12.38 |
| Visa, Inc. (V) | 5.16% | $576.66B | 14.63% | 78.69% | 16.39 |
| Costco Wholesale Corp. (COST) | 4.64% | $449.51B | 9.22% | 12.76% | 1.55 |
| Mastercard, Inc. (MA) | 4.53% | $444.37B | 16.61% | 96.03% | 16.00 |
| Oracle Corp. (ORCL) | 4.26% | $411.76B | 21.66% | 62.16% | 8.61 |
| American Express Co. (AXP) | 3.18% | $210.81B | 8.49% | 60.65% | 3.32 |
| KLA Corp. (KLAC) | 3.11% | $203.02B | 7.12% | 59.62% | 12.66 |
| BlackRock Finance, Inc. (BLK) | 2.70% | $156.38B | 19.22% | 76.55% | 7.28 |
| Palo Alto Networks, Inc. (PANW) | 2.58% | $138.61B | 14.91% | 73.59% | 12.30 |
| S&P Global, Inc. (SPGI) | 2.45% | $128.50B | 7.94% | 62.56% | 11.50 |
| Dell Technologies, Inc. (DELL) | 2.44% | $114.74B | 19.12% | 19.99% | 0.87 |
| Intercontinental Exchange, Inc. (ICE) | 2.14% | $94.44B | 10.34% | 68.46% | 9.10 |
| Waste Management, Inc. (WM) | 2.10% | $94.10B | 14.24% | 29.08% | 4.46 |
| Adobe, Inc. (ADBE) | 2.08% | $97.06B | 11.97% | 89.07% | 4.40 |
| Automatic Data Processing, Inc. (ADP) | 1.93% | $81.98B | 6.16% | 50.47% | 5.00 |
| Public Storage (PSA) | 1.56% | $49.01B | 2.74% | 48.84% | 12.44 |
| Nasdaq, Inc. (NDAQ) | 1.51% | $49.11B | 11.65% | 55.88% | 7.86 |
| Hewlett Packard Enterprise Co. (HPE) | 1.31% | $32.68B | 19.22% | 32.64% | 1.28 |
| Tradeweb Markets, Inc. (TW) | 1.16% | $29.46B | 18.92% | 87.81% | 10.64 |
| Veeva Systems, Inc. (VEEV) | 1.10% | $28.18B | 16.34% | 75.20% | 8.63 |
| Dollar General Corp. (DG) | 1.09% | $26.69B | 5.20% | 28.23% | 1.08 |
| Fair Isaac Corp. (FICO) | 1.07% | $25.67B | 16.36% | 82.96% | 21.11 |
| LPL Financial Holdings, Inc. (LPLA) | 1.06% | $23.82B | 37.18% | 29.30% | 1.95 |
| Equifax, Inc. (EFX) | 1.01% | $21.87B | 6.92% | 44.60% | 5.26 |
| Tractor Supply Co. (TSCO) | 1.00% | $22.97B | 4.31% | 33.24% | 2.13 |
| T. Rowe Price Group, Inc. (TROW) | 0.98% | $19.46B | 3.12% | 78.89% | 2.85 |
| TransUnion (TRU) | 0.77% | $13.25B | 9.38% | 46.53% | 4.65 |
| Franklin Resources, Inc. (BEN) | 0.76% | $12.38B | 5.65% | 73.05% | 2.86 |
| The Western Union Co. (WU) | 0.36% | $2.76B | -3.86% | 32.79% | 1.22 |
Market data by FactSet