← a los grandes inversores
Azimuth Capital Investment Management LLC
gestora de activos · cartera $2.96 mil M · 313 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 12.08.2026; cambio — frente a 31.03.2026 · 330
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Apple Inc. US:AAPL | 447 943 | $130 M | 4.37% | −6 898 |
| NVIDIA Corporation US:NVDA | 617 650 | $124 M | 4.17% | +33 924 |
| Broadcom Inc. US:AVGO | 248 796 | $94.0 M | 3.17% | −3 045 |
| Microsoft Corporation US:MSFT | 222 948 | $83.2 M | 2.81% | −19 898 |
| Alphabet Inc. US:GOOGL | 226 010 | $80.8 M | 2.73% | −22 965 |
| Eli Lilly and Company US:LLY | 61 611 | $73.9 M | 2.49% | −4 987 |
| Advanced Micro Devices Inc US:AMD | 114 423 | $66.5 M | 2.24% | −17 916 |
| Monolithic Power Systems Inc US:MPWR | 29 124 | $40.3 M | 1.36% | −6 949 |
| GE Vernova LLC US:GEV | 33 052 | $38.8 M | 1.31% | +10 096 |
| Marvell Technology, Inc. US:MRVL | 127 414 | $38.0 M | 1.28% | −105 324 |
| PepsiCo Inc US:PEP | 257 953 | $34.9 M | 1.18% | −17 116 |
| Bank of America Corp US:BAC | 584 771 | $33.3 M | 1.12% | −13 700 |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 149 275 | $32.3 M | 1.09% | nueva |
| Hershey Co US:HSY | 177 571 | $31.2 M | 1.05% | −2 287 |
| Amazon.com, Inc. US:AMZN | 130 567 | $31.1 M | 1.05% | +24 833 |
| JPMorgan Chase & Co. US:JPM | 94 747 | $31.0 M | 1.05% | −2 290 |
| The Bank of New York Mellon… US:BNY | 209 578 | $30.3 M | 1.02% | −9 028 |
| Exxon Mobil Corporation US:XOM | 208 690 | $28.5 M | 0.96% | nueva |
| Palo Alto Networks Inc US:PANW | 81 069 | $27.6 M | 0.93% | +15 450 |
| The Boeing Company US:BA | 127 423 | $27.6 M | 0.93% | −1 906 |
| CrowdStrike Holdings, Inc. US:CRWD | 33 921 | $25.9 M | 0.87% | +2 742 |
| WEC Energy Group Inc US:WEC | 220 175 | $25.7 M | 0.87% | −5 387 |
| AbbVie Inc US:ABBV | 101 361 | $25.5 M | 0.86% | −511 |
| UNITEDHEALTH GROUP INC US:UNH | 60 311 | $25.1 M | 0.85% | +34 568 |
| Chevron Corp US:CVX | 148 458 | $24.6 M | 0.83% | −1 839 |
| Schlumberger NV US:SLB | 529 279 | $24.6 M | 0.83% | −2 669 |
| Visa Inc. Class A US:V | 71 235 | $24.4 M | 0.82% | −9 536 |
| Walmart Inc. US:WMT | 210 958 | $23.9 M | 0.81% | −5 225 |
| Generac Holdings Inc US:GNRC | 80 589 | $23.6 M | 0.80% | −2 335 |
| Union Pacific Corporation US:UNP | 84 566 | $23.0 M | 0.78% | +39 981 |
| iShares MSCI Europe Financia… US:EUFN · ETF | 586 140 | $22.9 M | 0.77% | −11 605 |
| Taiwan Semiconductor Manufac… US:TSM | 47 818 | $22.8 M | 0.77% | −1 129 |
| ASML Holding NV ADR CUSIP N07059210 | 11 239 | $22.4 M | 0.75% | −185 |
| Amphenol Corporation US:APH | 126 032 | $22.2 M | 0.75% | −4 454 |
| iShares MSCI Emerging Market… US:EEM · ETF | 314 986 | $21.5 M | 0.73% | −5 542 |
| Meta Platforms, Inc. US:META | 38 210 | $21.5 M | 0.73% | −1 215 |
| Johnson & Johnson US:JNJ | 84 238 | $21.4 M | 0.72% | −3 870 |
| Yum! Brands Inc US:YUM | 132 530 | $21.2 M | 0.71% | −11 438 |
| Xcel Energy Inc US:XEL | 261 474 | $21.0 M | 0.71% | +29 |
| COSTCO WHOLESALE CORP /NEW US:COST | 22 381 | $20.9 M | 0.71% | −446 |
| WESCO International Inc US:WCC | 59 754 | $20.6 M | 0.70% | −2 029 |
| Fastenal Company US:FAST | 426 187 | $20.5 M | 0.69% | −4 642 |
| Roku Inc US:ROKU | 145 768 | $20.1 M | 0.68% | nueva |
| International Business Machi… US:IBM | 69 295 | $19.5 M | 0.66% | −1 460 |
| Cummins Inc US:CMI | 27 079 | $19.3 M | 0.65% | −94 |
| Murata Manufacturing Co. Ltd US:MRAAY | 547 502 | $19.2 M | 0.65% | −709 086 |
| Neurocrine Biosciences Inc US:NBIX | 112 466 | $19.0 M | 0.64% | −9 238 |
| Edwards Lifesciences Corp US:EW | 201 325 | $18.2 M | 0.61% | −22 092 |
| Johnson Controls Int'l CUSIP G51502105 | 123 777 | $18.1 M | 0.61% | −707 |
| Nokia Corp ADR US:NOK | 1 356 215 | $18.0 M | 0.61% | −119 005 |
| Texas Instruments Incorporat… US:TXN | 60 058 | $17.9 M | 0.60% | +165 |
| Airbnb Inc US:ABNB | 124 132 | $17.8 M | 0.60% | −2 064 |
| GENERAL DYNAMICS CORP US:GD | 50 127 | $17.8 M | 0.60% | −795 |
| STRYKER CORP US:SYK | 55 537 | $17.5 M | 0.59% | +2 148 |
| WELLS FARGO & COMPANY/MN US:WFC | 208 294 | $17.2 M | 0.58% | −137 616 |
| Caseys General Stores Inc US:CASY | 21 590 | $17.2 M | 0.58% | −1 061 |
| Chubb Ltd CUSIP H1467J104 | 49 752 | $17.0 M | 0.57% | −658 |
| Merck & Co Inc US:MRK | 129 218 | $16.6 M | 0.56% | −3 315 |
| Cisco Systems Inc US:CSCO | 137 385 | $16.1 M | 0.54% | −9 925 |
| Corpay Inc US:CPAY | 47 932 | $16.0 M | 0.54% | −4 260 |
| Corteva, Inc. US:CTVA | 188 329 | $15.9 M | 0.54% | −3 566 |
| Heico Corporation US:HEI | 44 561 | $15.9 M | 0.54% | −1 810 |
| PNC Financial Services Group… US:PNC | 63 769 | $15.7 M | 0.53% | −98 |
| Vanguard Total Stock Market… US:VTI · ETF | 41 985 | $15.5 M | 0.52% | −115 |
| The Home Depot Inc US:HD | 42 380 | $14.9 M | 0.50% | −398 |
| State Street Corp US:STT | 87 521 | $14.8 M | 0.50% | −14 648 |
| Ross Stores Inc US:ROST | 69 199 | $14.7 M | 0.50% | −838 |
| CITIGROUP INC US:C | 103 928 | $14.5 M | 0.49% | −33 720 |
| Linde PLC CUSIP G54950103 | 27 468 | $14.3 M | 0.48% | −432 |
| CVS Health Corp US:CVS | 135 609 | $14.0 M | 0.47% | +27 225 |
| The Coca-Cola Company US:KO | 155 777 | $12.7 M | 0.43% | −254 |
| Republic Services Inc US:RSG | 58 658 | $12.5 M | 0.42% | −7 949 |
| Mastercard Inc US:MA | 23 876 | $12.3 M | 0.41% | −12 095 |
| Duke Energy CORP US:DUK | 96 334 | $12.2 M | 0.41% | +363 |
| Gilead Sciences Inc US:GILD | 95 985 | $12.1 M | 0.41% | −486 |
| BlackRock Inc US:BLK | 12 500 | $12.0 M | 0.41% | −227 |
| Verizon Communications Inc US:VZ | 282 857 | $12.0 M | 0.40% | +3 953 |
| Disco Corporation US:DSCSY | 237 250 | $11.9 M | 0.40% | nueva |
| Sherwin-Williams Co US:SHW | 34 342 | $11.8 M | 0.40% | −28 |
| STARBUCKS CORP US:SBUX | 115 283 | $11.8 M | 0.40% | −1 683 |
| Gildan Activewear Inc. US:GIL | 225 939 | $11.7 M | 0.39% | −143 319 |
| SCHNEIDER ELECTRIC SE US:SBGSY | 178 099 | $11.6 M | 0.39% | nueva |
| Compagnie Financière Richemo… US:CFRUY | 501 500 | $11.6 M | 0.39% | nueva |
| Freeport-McMoran Copper & Go… US:FCX | 180 937 | $11.4 M | 0.38% | nueva |
| Thermo Fisher Scientific Inc US:TMO | 22 225 | $11.1 M | 0.38% | −1 759 |
| Intuitive Surgical Inc US:ISRG | 27 850 | $11.1 M | 0.37% | −2 853 |
| WisdomTree Europe Hedged Equ… US:HEDJ · ETF | 193 515 | $11.0 M | 0.37% | −3 695 |
| MSCI Inc US:MSCI | 19 685 | $11.0 M | 0.37% | −752 |
| AstraZeneca PLC CUSIP G0593M107 | 57 300 | $10.9 M | 0.37% | −1 245 |
| Procter & Gamble Company US:PG | 72 528 | $10.6 M | 0.36% | −110 |
| Resmed Inc US:RMD | 54 490 | $10.6 M | 0.36% | +215 |
| DSV A/S US:DSDVY | 89 431 | $10.6 M | 0.36% | −1 698 |
| Vanguard Total Bond Market I… US:BND · ETF | 144 200 | $10.6 M | 0.36% | +1 200 |
| Anheuser Busch Inbev NV ADR US:BUD | 128 392 | $10.6 M | 0.36% | +490 |
| Mondelez International Inc US:MDLZ | 179 951 | $10.4 M | 0.35% | −4 149 |
| Principal Financial Group In… US:PFG | 96 346 | $10.4 M | 0.35% | −1 374 |
| Southern Company US:SO | 104 184 | $9.97 M | 0.34% | −3 034 |
| Axon Enterprise Inc. US:AXON | 17 613 | $9.87 M | 0.33% | −791 |
| Terreno Realty Corporation US:TRNO | 152 393 | $9.87 M | 0.33% | −6 704 |
| Welltower Inc US:WELL | 43 391 | $9.85 M | 0.33% | −161 |
| Saia Inc US:SAIA | 23 244 | $9.79 M | 0.33% | nueva |
| Walt Disney Co US:DIS | 100 510 | $9.67 M | 0.33% | −2 263 |
| Pfizer Inc US:PFE | 398 549 | $9.60 M | 0.32% | −3 298 |
| IDEXX Laboratories Inc US:IDXX | 18 111 | $9.53 M | 0.32% | −12 103 |
| Iron Mountain Incorporated US:IRM | 75 180 | $9.50 M | 0.32% | −55 |
| T-Mobile US Inc US:TMUS | 55 828 | $9.36 M | 0.32% | −2 458 |
| Emerson Electric Company US:EMR | 63 637 | $9.11 M | 0.31% | −1 790 |
| Vertex Pharmaceuticals Inc US:VRTX | 17 818 | $8.85 M | 0.30% | −838 |
| Arm Holdings plc American De… US:ARM | 24 806 | $8.80 M | 0.30% | nueva |
| Lockheed Martin Corporation US:LMT | 17 114 | $8.72 M | 0.29% | +297 |
| Uber Technologies Inc US:UBER | 118 414 | $8.54 M | 0.29% | −19 436 |
| Marsh & McLennan Companies,… US:MRSH | 50 837 | $8.47 M | 0.29% | −920 |
| ROCKWELL AUTOMATION, INC US:ROK | 17 092 | $8.46 M | 0.29% | −983 |
| Barclays PLC US:BCS | 292 061 | $7.84 M | 0.26% | −7 414 |
| RTX Corporation US:RTX | 40 873 | $7.75 M | 0.26% | −525 |
| Agilent Technologies Inc US:A | 55 597 | $7.38 M | 0.25% | −3 431 |
| Advanced Drainage Systems In… US:WMS | 46 586 | $7.31 M | 0.25% | −4 753 |
| Regeneron Pharmaceuticals In… US:REGN | 11 696 | $7.29 M | 0.25% | nueva |
| Viper Energy Ut US:VNOM | 171 259 | $7.26 M | 0.24% | +6 345 |
| Spire Inc US:SR | 92 520 | $7.22 M | 0.24% | +7 016 |
| Automatic Data Processing In… US:ADP | 31 795 | $7.12 M | 0.24% | +1 000 |
| Bristol-Myers Squibb Company US:BMY | 120 372 | $6.94 M | 0.23% | +215 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 32 462 | $6.91 M | 0.23% | +653 |
| 3M Company US:MMM | 41 630 | $6.74 M | 0.23% | −1 754 |
| WEYERHAEUSER CO US:WY | 281 176 | $6.73 M | 0.23% | +461 |
| ServiceNow Inc US:NOW | 67 624 | $6.71 M | 0.23% | −19 141 |
| Amgen Inc US:AMGN | 18 501 | $6.70 M | 0.23% | +236 |
| Intel Corporation US:INTC | 47 725 | $6.66 M | 0.22% | −11 450 |
| Netflix Inc US:NFLX | 92 384 | $6.60 M | 0.22% | −13 228 |
| iShares S&P Small-Cap 600 Gr… US:IJT · ETF | 36 670 | $6.55 M | 0.22% | −3 800 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 13 074 | $6.54 M | 0.22% | −450 |
| Techtronic Industries Compan… US:TTNDY | 78 735 | $6.50 M | 0.22% | −1 645 |
| iShares MSCI Japan ETF US:EWJ · ETF | 68 488 | $6.39 M | 0.22% | −62 237 |
| Veeva Systems Inc Class A US:VEEV | 35 177 | $6.24 M | 0.21% | −10 227 |
| McDonald’s Corporation US:MCD | 23 054 | $6.23 M | 0.21% | −500 |
| Vanguard Total International… US:VXUS · ETF | 71 557 | $6.12 M | 0.21% | −600 |
| Kinder Morgan, Inc. US:KMI | 190 612 | $6.09 M | 0.21% | +4 602 |
| DBS Group Holdings Ltd US:DBSDY | 30 091 | $6.09 M | 0.21% | −335 |
| Medtronic PLC CUSIP G5960L103 | 77 746 | $6.08 M | 0.21% | −25 976 |
| Oracle Corporation US:ORCL | 40 948 | $6.00 M | 0.20% | −78 311 |
| Canadian National Railway Co… US:CNI | 49 077 | $5.85 M | 0.20% | −202 |
| Airbus Group SE US:EADSY | 104 486 | $5.81 M | 0.20% | −88 874 |
| Alphabet Inc. US:GOOG | 16 322 | $5.77 M | 0.19% | +280 |
| Ecolab Inc US:ECL | 20 277 | $5.65 M | 0.19% | +208 |
| Industria de Diseno Textil S… US:IDEXY | 351 596 | $5.54 M | 0.19% | nueva |
| Epiroc AB (publ) US:EPOAY | 200 175 | $5.50 M | 0.19% | nueva |
| AFLAC INC US:AFL | 46 495 | $5.45 M | 0.18% | −150 |
| The TJX Companies Inc US:TJX | 35 346 | $5.35 M | 0.18% | −863 |
| ABBOTT LABORATORIES US:ABT | 58 801 | $5.34 M | 0.18% | −2 337 |
| Dominion Energy Inc US:D | 77 225 | $5.27 M | 0.18% | −2 475 |
| Lonza Group AG US:LZAGY | 73 525 | $4.97 M | 0.17% | −11 890 |
| Applied Materials Inc US:AMAT | 6 873 | $4.97 M | 0.17% | −791 |
| Caterpillar Inc US:CAT | 4 415 | $4.70 M | 0.16% | −5 780 |
| CME GROUP INC. US:CME | 20 982 | $4.63 M | 0.16% | −9 754 |
| Franklin Resources Inc US:BEN | 135 470 | $4.51 M | 0.15% | nueva |
| Shell PLC US:SHEL | 57 810 | $4.48 M | 0.15% | −810 |
| iShares MSCI EAFE ETF US:EFA · ETF | 42 683 | $4.43 M | 0.15% | +50 |
| iShares S&P Small-Cap 600 Va… US:IJS · ETF | 32 319 | $4.42 M | 0.15% | −485 |
| Vanguard S&P 500 ETF US:VOO · ETF | 6 349 | $4.36 M | 0.15% | −55 |
| Centrica PLC US:CPYYY | 473 872 | $4.30 M | 0.15% | nueva |
| Colgate-Palmolive Company US:CL | 46 440 | $4.26 M | 0.14% | −200 |
| BEST BUY CO INC US:BBY | 55 451 | $4.21 M | 0.14% | −5 718 |
| MercadoLibre Inc. US:MELI | 2 439 | $4.14 M | 0.14% | −194 |
| Brookfield Asset Management… US:BAM | 91 948 | $4.12 M | 0.14% | −3 665 |
| Public Storage US:PSA | 12 681 | $4.04 M | 0.14% | +134 |
| Realty Income Corporation US:O | 64 568 | $4.00 M | 0.13% | +3 005 |
| Hensoldt AG US:HAGHY | 507 930 | $3.93 M | 0.13% | nueva |
| Eastman Chemical Company US:EMN | 58 670 | $3.93 M | 0.13% | nueva |
| iShares Russell 1000 Value E… US:IWD · ETF | 15 567 | $3.77 M | 0.13% | −66 |
| Nestle S.A. US:NSRGY | 36 579 | $3.77 M | 0.13% | −1 263 |
| Air Products and Chemicals I… US:APD | 12 742 | $3.74 M | 0.13% | — |
| AT&T Inc. US:T | 176 955 | $3.66 M | 0.12% | +4 000 |
| London Stock Exchange Group… US:LSEGY | 135 116 | $3.66 M | 0.12% | −4 358 |
| Nordson Corporation US:NDSN | 11 908 | $3.59 M | 0.12% | +25 |
| iShares Russell 1000 Growth… US:IWF · ETF | 27 856 | $3.46 M | 0.12% | +20 777 |
| Target Corporation US:TGT | 26 192 | $3.42 M | 0.12% | −60 |
| American Express Company US:AXP | 9 685 | $3.28 M | 0.11% | −280 |
| Clorox Co US:CLX | 29 923 | $2.86 M | 0.10% | −34 250 |
| Experian PLC US:EXPGY | 84 285 | $2.84 M | 0.10% | −44 625 |
| GE Aerospace US:GE | 7 076 | $2.64 M | 0.09% | +20 |
| Pinnacle West Capital Corp US:PNW | 24 200 | $2.59 M | 0.09% | −75 |
| Gentex Corporation US:GNTX | 98 270 | $2.48 M | 0.08% | — |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 31 060 | $2.40 M | 0.08% | — |
| The Travelers Companies Inc US:TRV | 7 022 | $2.32 M | 0.08% | −420 |
| BP PLC ADR US:BP | 62 206 | $2.30 M | 0.08% | −200 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 15 270 | $2.26 M | 0.08% | +2 225 |
| Deere & Company US:DE | 3 525 | $2.24 M | 0.08% | −11 |
| Nextera Energy Inc US:NEE | 24 573 | $2.16 M | 0.07% | −650 |
| iShares Gold Trust US:IAU · ETF | 28 172 | $2.13 M | 0.07% | −477 |
| FORD MOTOR CO US:F | 145 901 | $2.03 M | 0.07% | — |
| Corning Incorporated US:GLW | 7 900 | $2.02 M | 0.07% | −50 |
| Cardinal Health Inc US:CAH | 8 273 | $1.97 M | 0.07% | −355 |
| FIFTH THIRD BANCORP US:FITB | 32 288 | $1.82 M | 0.06% | −50 |
| Kimberly-Clark Corporation US:KMB | 15 962 | $1.75 M | 0.06% | −300 |
| iShares S&P 500 Growth ETF US:IVW · ETF | 10 892 | $1.50 M | 0.05% | +1 237 |
| iShares Russell 2000 ETF US:IWM · ETF | 4 909 | $1.47 M | 0.05% | −12 |
| Goldman Sachs Group Inc US:GS | 1 419 | $1.44 M | 0.05% | — |
| iShares S&P 500 Value ETF US:IVE · ETF | 6 257 | $1.42 M | 0.05% | +67 |
| Motorola Solutions Inc US:MSI | 3 357 | $1.39 M | 0.05% | — |
| QUALCOMM INC/DE US:QCOM | 7 484 | $1.38 M | 0.05% | −710 |
| ConocoPhillips US:COP | 12 595 | $1.31 M | 0.04% | −201 |
| Honeywell International Inc US:HON | 5 655 | $1.27 M | 0.04% | nueva |
| Honeywell Aerospace Inc US:HONA | 5 655 | $1.25 M | 0.04% | nueva |
| SPDR® Gold Shares US:GLD · ETF | 3 320 | $1.22 M | 0.04% | −60 |
| DTE Energy Company 2020 Seri… US:DTE | 7 804 | $1.19 M | 0.04% | −370 |
| SYSCO CORP US:SYY | 13 700 | $1.15 M | 0.04% | −1 000 |
| WW Grainger Inc US:GWW | 801 | $1.09 M | 0.04% | −74 |
| Eaton Corp PLC CUSIP G29183103 | 2 553 | $1.09 M | 0.04% | −25 |
| Paychex Inc US:PAYX | 10 965 | $1.08 M | 0.04% | −310 |
| Palantir Technologies Inc. US:PLTR | 9 045 | $1.06 M | 0.04% | +30 |
| iShares Intermediate Governm… US:GVI · ETF | 9 775 | $1.04 M | 0.03% | +70 |
| Analog Devices Inc US:ADI | 2 497 | $992 mil | 0.03% | −50 |
| FEDEX CORP US:FDX | 3 130 | $980 mil | 0.03% | — |
| The Allstate Corporation US:ALL | 4 100 | $976 mil | 0.03% | — |
| Lowe's Companies Inc US:LOW | 4 354 | $960 mil | 0.03% | — |
| Illinois Tool Works Inc US:ITW | 3 432 | $928 mil | 0.03% | −18 |
| Neogen Corporation US:NEOG | 101 300 | $911 mil | 0.03% | +11 100 |
| Fortinet, Inc. US:FTNT | 5 708 | $877 mil | 0.03% | −209 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 1 131 | $845 mil | 0.03% | +54 |
| iShares Russell 1000 ETF US:IWB · ETF | 2 002 | $820 mil | 0.03% | −2 |
| Progressive Corp US:PGR | 3 660 | $800 mil | 0.03% | −118 |
| Marathon Petroleum Corp US:MPC | 3 064 | $783 mil | 0.03% | −100 |
| Cincinnati Financial Corpora… US:CINF | 4 223 | $782 mil | 0.03% | — |
| Valero Energy Corporation US:VLO | 3 000 | $781 mil | 0.03% | — |
| RPM International Inc US:RPM | 6 975 | $775 mil | 0.03% | — |
| Altria Group US:MO | 10 700 | $770 mil | 0.03% | −100 |
| Globus Medical US:GMED | 9 658 | $763 mil | 0.03% | +30 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $749 mil | 0.03% | — |
| Newmont Goldcorp Corp US:NEM | 8 000 | $747 mil | 0.03% | — |
| HUNTINGTON BANCSHARES INC US:HBAN | 41 136 | $729 mil | 0.02% | — |
| DT Midstream Inc US:DTM | 4 718 | $692 mil | 0.02% | −78 |
| Blackstone Inc. US:BX | 5 875 | $691 mil | 0.02% | −527 |
| Parker-Hannifin Corporation US:PH | 705 | $690 mil | 0.02% | −30 |
| iShares Core S&P 500 ETF US:IVV · ETF | 873 | $654 mil | 0.02% | −40 |
| Enbridge Inc US:ENB | 11 806 | $640 mil | 0.02% | −100 |
| ProShares S&P 500 Dividend A… US:NOBL · ETF | 11 049 | $621 mil | 0.02% | +5 674 |
| Shopify Inc US:SHOP | 5 385 | $615 mil | 0.02% | +980 |
| Snap-On Inc US:SNA | 1 523 | $613 mil | 0.02% | −40 |
| Philip Morris International… US:PM | 3 375 | $611 mil | 0.02% | −250 |
| Cameco Corp US:CCJ | 5 805 | $591 mil | 0.02% | — |
| Toro Co US:TTC | 6 065 | $591 mil | 0.02% | −690 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 7 113 | $584 mil | 0.02% | +30 |
| Exelon Corporation US:EXC | 12 395 | $578 mil | 0.02% | −100 |
| First Horizon Corporation US:FHN | 20 765 | $532 mil | 0.02% | +240 |
| MERCANTILE BANK CORP US:MBWM | 9 189 | $528 mil | 0.02% | — |
| Qnity Electronics, Inc US:Q | 3 216 | $525 mil | 0.02% | −75 |
| InterContinental Hotels Grou… US:IHG | 3 000 | $519 mil | 0.02% | — |
| Waste Management Inc US:WM | 2 290 | $510 mil | 0.02% | — |
| Expeditors International of… US:EXPD | 3 050 | $497 mil | 0.02% | — |
| PPG Industries Inc US:PPG | 4 054 | $492 mil | 0.02% | −1 000 |
| Penumbra Inc US:PEN | 1 550 | $489 mil | 0.02% | −55 |
| Donaldson Company Inc US:DCI | 5 350 | $480 mil | 0.02% | — |
| Zoetis Inc US:ZTS | 6 435 | $462 mil | 0.02% | −413 |
| CMS Energy Corporation US:CMS | 6 000 | $459 mil | 0.02% | — |
| United Parcel Service Inc US:UPS | 4 250 | $457 mil | 0.02% | — |
| SCHWAB CHARLES CORP US:SCHW | 4 949 | $457 mil | 0.02% | — |
| Adobe Systems Incorporated US:ADBE | 2 182 | $447 mil | 0.02% | — |
| Avery Dennison Corp US:AVY | 2 710 | $440 mil | 0.01% | −25 |
| State Street SPDR Portfolio… US:SPDW · ETF | 8 701 | $438 mil | 0.01% | — |
| S&P Global Inc US:SPGI | 1 065 | $434 mil | 0.01% | +100 |
| SPDR® S&P Semiconductor ETF US:XSD · ETF | 680 | $424 mil | 0.01% | — |
| Delta Air Lines Inc US:DAL | 4 525 | $424 mil | 0.01% | — |
| Carrier Global Corp US:CARR | 5 645 | $414 mil | 0.01% | −383 |
| Consolidated Edison Inc US:ED | 3 575 | $396 mil | 0.01% | −250 |
| ProShares S&P MidCap 400 Div… US:REGL · ETF | 4 125 | $378 mil | 0.01% | +650 |
| MCCORMICK & CO INC US:MKC | 7 480 | $377 mil | 0.01% | — |
| Genuine Parts Co US:GPC | 3 175 | $375 mil | 0.01% | −16 |
| The J. M. Smucker Company US:SJM | 3 200 | $360 mil | 0.01% | — |
| ESSEX PROPERTY TRUST, INC. US:ESS | 1 200 | $350 mil | 0.01% | — |
| Roper Technologies Inc US:ROP | 1 010 | $342 mil | 0.01% | +151 |
| Tesla, Inc. US:TSLA | 807 | $339 mil | 0.01% | −5 |
| PayPal Holdings Inc US:PYPL | 7 815 | $337 mil | 0.01% | −20 |
| Dupont De Nemours Inc US:DD | 2 328 | $316 mil | 0.01% | nueva |
| Evercore Partners Inc US:EVR | 905 | $309 mil | 0.01% | +15 |
| SPDR® S&P 600 Small Cap Valu… US:SLYV · ETF | 2 800 | $306 mil | 0.01% | — |
| General Motors Company US:GM | 3 870 | $298 mil | 0.01% | — |
| Pentair PLC CUSIP G7S00T104 | 3 800 | $291 mil | 0.01% | +400 |
| STERIS PLC CUSIP G8473T100 | 1 360 | $286 mil | 0.01% | −24 |
| FedEx Freight Holding Compan… US:FDXF | 1 876 | $283 mil | 0.01% | nueva |
| American Electric Power Co I… US:AEP | 2 050 | $280 mil | 0.01% | — |
| Constellation Energy Corp US:CEG | 1 129 | $280 mil | 0.01% | — |
| Danaher Corporation US:DHR | 1 468 | $280 mil | 0.01% | −60 |
| Bank Ozk US:OZK | 5 350 | $279 mil | 0.01% | — |
| Valley National Bancorp US:VLY | 18 500 | $271 mil | 0.01% | — |
| Kulicke and Soffa Industries… US:KLIC | 2 000 | $268 mil | 0.01% | nueva |
| Eversource Energy US:ES | 3 657 | $264 mil | 0.01% | — |
| Atmos Energy Corporation US:ATO | 1 525 | $263 mil | 0.01% | +100 |
| iShares Broad USD Investment… US:USIG · ETF | 5 093 | $261 mil | 0.01% | +5 |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 3 055 | $252 mil | 0.01% | −200 |
| Novartis AG ADR US:NVS | 1 598 | $250 mil | 0.01% | — |
| iShares Select Dividend ETF US:DVY · ETF | 1 567 | $245 mil | 0.01% | — |
| Illumina Inc US:ILMN | 1 370 | $241 mil | 0.01% | nueva |
| Garmin Ltd CUSIP H2906T109 | 1 005 | $239 mil | 0.01% | −188 |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 2 024 | $238 mil | 0.01% | — |
| LyondellBasell Industries NV CUSIP N53745100 | 4 450 | $234 mil | 0.01% | — |
| Ambiq Micro, Inc. US:AMBQ | 2 650 | $234 mil | 0.01% | nueva |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 2 900 | $234 mil | 0.01% | +2 200 |
| Heico Corporation US:HEI-A | 902 | $233 mil | 0.01% | nueva |
| The Kraft Heinz Company US:KHC | 9 783 | $231 mil | 0.01% | — |
| Phillips 66 US:PSX | 1 366 | $231 mil | 0.01% | — |
| Dow Inc US:DOW | 8 370 | $229 mil | 0.01% | −1 153 |
| APA Corporation US:APA | 7 000 | $228 mil | 0.01% | — |
| Microchip Technology Inc US:MCHP | 2 470 | $225 mil | 0.01% | nueva |
| Calamos Strat Tot Return Fd CUSIP 128125101 | 10 726 | $221 mil | 0.01% | −159 |
| SPDR® Portfolio S&P 500 High… US:SPYD · ETF | 4 575 | $218 mil | 0.01% | nueva |
| VanEck Gold Miners ETF US:GDX · ETF | 2 880 | $217 mil | 0.01% | −630 |
| SPDR® Bloomberg High Yield B… US:JNK · ETF | 2 211 | $213 mil | 0.01% | +15 |
| Invesco QQQ Trust US:QQQ · ETF | 283 | $208 mil | 0.01% | nueva |
| Lincoln Electric Holdings In… US:LECO | 775 | $206 mil | 0.01% | nueva |
| Crane Company US:CR | 905 | $202 mil | 0.01% | nueva |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 1 219 | $200 mil | 0.01% | nueva |
| Wallbridge Mining Company Li… US:WLBMF | 10 000 | $634 | 0.00% | — |
| DuPont de Nemours Inc CUSIP 26614N102 | 0 (era 6 992) | — | — | vendida |
| Esperion Therapeutics Inc CUSIP 29664W105 | 0 (era 22 000) | — | — | vendida |
| Invesco Van Kampen Muni.Op.T… CUSIP EGB32C103 | 43 613 | — | — | — |
| Exxon Mobil Corporation US:XOM | 0 (era 211 183) | — | — | vendida |
| HDFC Bank Limited US:HDB | 0 (era 162 680) | — | — | vendida |
| Honeywell International Inc US:HON | 0 (era 11 452) | — | — | vendida |
| Intercontinental Exchange In… US:ICE | 0 (era 77 574) | — | — | vendida |
| Intuit Inc US:INTU | 0 (era 18 929) | — | — | vendida |
| MTU Aero Engines AG US:MTUAY | 0 (era 27 665) | — | — | vendida |
| Nintendo Co ADR US:NTDOY | 0 (era 618 570) | — | — | vendida |
| Private Bancorp of America,… US:PBAM | 0 (era 5 200) | — | — | vendida |
| Salesforce.com Inc US:CRM | 0 (era 1 815) | — | — | vendida |
| Tyson Foods Inc US:TSN | 0 (era 3 200) | — | — | vendida |
| Wal Mart de Mexico SAB de CV US:WMMVY | 0 (era 152 150) | — | — | vendida |
| Atlassian Corp Plc US:TEAM | 0 (era 50 905) | — | — | vendida |
| Accenture Plc Cl A CUSIP G1151C101 | 0 (era 30 396) | — | — | vendida |
| Autodesk Inc US:ADSK | 0 (era 66 022) | — | — | vendida |
| Comcast Holdings Corp US:CMCSA | 0 (era 7 240) | — | — | vendida |
En las empresas de nuestra base de datos 2
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Hensoldt AG | 0.04% | 507 930 | 2026-06-30 |
| Wallbridge Mining Company Li… | 0% | 10 000 | 2026-06-30 |
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