D Thomas

US value large cap

THOMAS

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Index Performance

+13.28%
THOMAS
+8.59%
SPY

Overview

Description

The index seeks to achieve capital growth in excess of the S&P 500 by investing in underpriced quoted companies in the United States that have a competitive advantage over its peers. As the name suggests, 90% of the index tracks companies with a large market capitalization.

  • TickerTHOMAS
  • Inception Date08/18/2022
  • WeightingMarket Cap
  • # of holdings15
What's inside?

Holdings

All holdings as of June 13, 2025
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Microsoft Corp. (MSFT)20.91%$3.53T13.27%68.72%10.47
NVIDIA Corp. (NVDA)20.48%$3.46T69.18%60.52%18.10
Apple, Inc. (AAPL)17.47%$2.93T5.08%47.05%8.32
Alphabet, Inc. (GOOGL)11.78%$2.13T11.81%59.59%5.10
Meta Platforms, Inc. (META)8.85%$1.72T16.07%82.11%8.64
Tesla, Inc. (TSLA)6.19%$1.05T-9.23%16.31%9.29
Visa, Inc. (V)3.60%$684.23B9.33%77.21%18.50
Mastercard, Inc. (MA)3.01%$510.35B14.08%96.20%17.60
Bank of America Corp. (BAC)1.99%$332.08B-1.16%N/A5.30
Salesforce, Inc. (CRM)1.47%$247.03B7.62%69.04%6.61
ServiceNow, Inc. (NOW)1.20%$204.80B18.63%78.92%14.17
Advanced Micro Devices, Inc. (AMD)1.11%$188.34B35.90%45.98%5.95
QUALCOMM, Inc. (QCOM)1.02%$169.88B16.93%55.03%4.05
Cadence Design Systems, Inc. (CDNS)0.49%$81.91B23.12%85.83%14.22
Synopsys, Inc. (SNPS)0.44%$74.30B10.12%75.93%10.96
Market data by FactSet

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