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Allen Investment Management, LLC
zarządzający aktywami · portfel $8.43 mld · 227 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 05.08.2026; zmiana — względem 31.03.2026 · 238
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 2 316 405 | $552 mln | 6.55% | −246 950 |
| Alphabet Inc. US:GOOG | 1 293 853 | $457 mln | 5.43% | +107 018 |
| UNITEDHEALTH GROUP INC US:UNH | 876 259 | $364 mln | 4.32% | −222 384 |
| Microsoft Corporation US:MSFT | 957 008 | $357 mln | 4.24% | −178 555 |
| Meta Platforms, Inc. US:META | 606 318 | $342 mln | 4.05% | −97 890 |
| GE Vernova LLC US:GEV | 286 069 | $336 mln | 3.99% | −102 379 |
| SCHWAB CHARLES CORP US:SCHW | 3 414 852 | $315 mln | 3.74% | −1 913 598 |
| Visa Inc. Class A US:V | 914 620 | $314 mln | 3.72% | −166 090 |
| Taiwan Semiconductor Manufac… US:TSM · kwit depozytowy | 642 057 | $307 mln | 3.64% | +304 891 |
| NVIDIA Corporation US:NVDA | 1 285 501 | $257 mln | 3.05% | +595 887 |
| Moodys Corporation US:MCO | 544 862 | $247 mln | 2.93% | −156 951 |
| Invesco QQQ Trust US:QQQ · ETF | 324 498 | $239 mln | 2.84% | +8 985 |
| Alerian MLP ETF US:AMLP · ETF | 4 440 395 | $230 mln | 2.73% | +434 860 |
| Broadcom Inc. US:AVGO | 583 292 | $220 mln | 2.61% | +283 071 |
| Vanguard Total Stock Market… US:VTI · ETF | 565 944 | $209 mln | 2.49% | −28 753 |
| The Boeing Company US:BA | 936 436 | $203 mln | 2.41% | −256 814 |
| SPDR® Gold Shares US:GLD · ETF | 531 354 | $196 mln | 2.32% | +32 896 |
| Vanguard S&P 500 ETF US:VOO · ETF | 259 574 | $178 mln | 2.12% | +2 006 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 2 900 688 | $154 mln | 1.83% | +535 705 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 198 237 | $148 mln | 1.76% | +12 906 |
| Apollo Global Management LLC… US:APO | 1 118 010 | $132 mln | 1.57% | −1 099 611 |
| ASML HLDG NV CUSIP N07059210 | 65 485 | $130 mln | 1.55% | +2 628 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 1 715 180 | $122 mln | 1.45% | −61 997 |
| Vanguard Total International… US:VXUS · ETF | 1 395 132 | $119 mln | 1.42% | +192 076 |
| CrowdStrike Holdings, Inc. US:CRWD | 130 570 | $99.6 mln | 1.18% | −43 276 |
| Apple Inc. US:AAPL | 314 359 | $91.0 mln | 1.08% | −312 |
| Cloudflare Inc US:NET | 328 347 | $80.5 mln | 0.96% | −14 698 |
| Advanced Micro Devices Inc US:AMD | 130 282 | $75.7 mln | 0.90% | −59 844 |
| Wayfair Inc US:W | 749 250 | $69.2 mln | 0.82% | — |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 293 951 | $62.5 mln | 0.74% | +61 266 |
| Shopify Inc US:SHOP | 519 490 | $59.3 mln | 0.70% | −41 646 |
| MercadoLibre Inc. US:MELI | 34 063 | $57.8 mln | 0.69% | −10 253 |
| Palo Alto Networks Inc US:PANW | 161 489 | $55.0 mln | 0.65% | −17 907 |
| Micron Technology Inc US:MU | 47 219 | $54.5 mln | 0.65% | −16 989 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 885 250 | $52.8 mln | 0.63% | +100 581 |
| JPMorgan Chase & Co. US:JPM | 155 655 | $51.0 mln | 0.60% | +94 |
| Snowflake Inc. US:SNOW | 191 020 | $48.6 mln | 0.58% | +184 665 |
| Utilities Select Sector SPDR… US:XLU · ETF | 1 049 444 | $47.6 mln | 0.56% | +797 637 |
| NU HLDGS LTD CUSIP G6683N103 | 3 543 361 | $47.3 mln | 0.56% | −677 242 |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 480 805 | $45.9 mln | 0.54% | +4 319 |
| Ares Capital Corporation US:ARCC | 2 441 585 | $45.2 mln | 0.54% | −156 897 |
| ServiceNow Inc US:NOW | 443 055 | $44.0 mln | 0.52% | −185 590 |
| Vanguard High Dividend Yield… US:VYM · ETF | 268 026 | $42.4 mln | 0.50% | +103 818 |
| Golub Capital BDC Inc US:GBDC | 3 174 058 | $40.9 mln | 0.49% | −191 842 |
| Lam Research Corp US:LRCX | 92 737 | $40.2 mln | 0.48% | nowa |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 673 531 | $34.1 mln | 0.40% | +205 |
| Blackstone Inc. US:BX | 269 033 | $31.7 mln | 0.38% | −17 099 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 129 983 | $30.8 mln | 0.36% | +13 732 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 381 615 | $30.2 mln | 0.36% | −99 263 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 179 994 | $29.6 mln | 0.35% | −65 620 |
| iShares Russell 1000 ETF US:IWB · ETF | 71 104 | $29.1 mln | 0.35% | −2 888 |
| Johnson & Johnson US:JNJ | 114 149 | $29.0 mln | 0.34% | −1 020 |
| KKR & Co. Inc. US:KKR | 315 684 | $29.0 mln | 0.34% | −9 673 |
| Alphabet Inc. US:GOOGL | 80 505 | $28.8 mln | 0.34% | +1 823 |
| iShares MSCI ACWI ETF US:ACWI · ETF | 183 243 | $28.8 mln | 0.34% | +17 141 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 55 744 | $27.9 mln | 0.33% | +1 278 |
| iShares Bitcoin Trust US:IBIT · ETF | 764 433 | $25.4 mln | 0.30% | −127 865 |
| CIENA CORP US:CIEN | 51 513 | $25.3 mln | 0.30% | nowa |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 301 467 | $24.9 mln | 0.30% | −93 770 |
| iShares MSCI Japan ETF US:EWJ · ETF | 262 219 | $24.5 mln | 0.29% | +33 783 |
| Sixth Street Specialty Lendi… US:TSLX | 1 368 939 | $23.5 mln | 0.28% | −27 022 |
| Quanta Services Inc US:PWR | 31 702 | $22.8 mln | 0.27% | — |
| Coupang LLC US:CPNG | 1 258 000 | $21.9 mln | 0.26% | −384 836 |
| Lumentum Holdings Inc. US:LITE | 24 698 | $21.2 mln | 0.25% | nowa |
| Aurora Innovation Inc US:AUR | 3 045 615 | $20.8 mln | 0.25% | +2 023 450 |
| Coinbase Global Inc US:COIN | 138 439 | $20.2 mln | 0.24% | −24 550 |
| Walmart Inc. US:WMT | 178 668 | $20.2 mln | 0.24% | +21 |
| The Coca-Cola Company US:KO | 237 244 | $19.3 mln | 0.23% | +10 |
| Xtrackers MSCI EAFE High Div… US:HDEF · ETF | 596 285 | $19.2 mln | 0.23% | — |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 281 813 | $16.4 mln | 0.19% | — |
| iShares Russell 3000 ETF US:IWV · ETF | 35 363 | $15.1 mln | 0.18% | +232 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 153 824 | $14.9 mln | 0.18% | −187 380 |
| Mastercard Inc US:MA | 28 800 | $14.8 mln | 0.18% | −3 175 |
| Blackstone Secured Lending F… US:BXSL | 579 652 | $13.7 mln | 0.16% | −86 664 |
| iShares Russell 1000 Growth… US:IWF · ETF | 108 261 | $13.4 mln | 0.16% | +79 444 |
| Vanguard Financials Index Fu… US:VFH · ETF | 95 861 | $12.6 mln | 0.15% | — |
| GENERAL DYNAMICS CORP US:GD | 34 523 | $12.2 mln | 0.15% | — |
| WisdomTree U.S. SmallCap Div… US:DES · ETF | 293 475 | $11.9 mln | 0.14% | — |
| Palantir Technologies Inc. US:PLTR | 99 699 | $11.6 mln | 0.14% | +43 |
| iShares Select Dividend ETF US:DVY · ETF | 72 973 | $11.4 mln | 0.14% | — |
| Eli Lilly and Company US:LLY | 8 613 | $10.3 mln | 0.12% | +18 |
| Procter & Gamble Company US:PG | 69 698 | $10.2 mln | 0.12% | −135 |
| Affirm Holdings Inc US:AFRM | 116 683 | $9.52 mln | 0.11% | — |
| Blue Owl Capital Inc US:OWL | 861 454 | $9.36 mln | 0.11% | −44 714 |
| Select STOXX Europe Aerospac… US:EUAD · ETF | 219 011 | $9.24 mln | 0.11% | +66 190 |
| Invesco NASDAQ 100 ETF US:QQQM · ETF | 30 007 | $9.09 mln | 0.11% | +6 417 |
| SPDR Barclays Short Term Cor… US:SPSB · ETF | 300 971 | $9.03 mln | 0.11% | — |
| CarGurus US:CARG | 257 827 | $8.79 mln | 0.10% | −10 942 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 55 889 | $8.29 mln | 0.10% | +24 |
| Workday, Inc. US:WDAY | 61 533 | $7.53 mln | 0.09% | −10 645 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 10 | $7.49 mln | 0.09% | — |
| The Home Depot Inc US:HD | 21 091 | $7.44 mln | 0.09% | −426 |
| iShares Russell 1000 Value E… US:IWD · ETF | 30 093 | $7.30 mln | 0.09% | +9 811 |
| McDonald’s Corporation US:MCD | 22 516 | $6.09 mln | 0.07% | — |
| Lowe's Companies Inc US:LOW | 23 518 | $5.19 mln | 0.06% | −1 522 |
| Canadian Pacific Kansas City… US:CP | 59 348 | $5.14 mln | 0.06% | — |
| Mondelez International Inc US:MDLZ | 88 855 | $5.14 mln | 0.06% | −27 |
| COSTCO WHOLESALE CORP /NEW US:COST | 5 490 | $5.14 mln | 0.06% | +9 |
| Uber Technologies Inc US:UBER | 70 031 | $5.05 mln | 0.06% | −347 920 |
| iShares MSCI Emerging Market… US:EEM · ETF | 73 856 | $5.05 mln | 0.06% | — |
| Vanguard Growth Index Fund E… US:VUG · ETF | 58 646 | $5.05 mln | 0.06% | +49 796 |
| iShares Core S&P 500 ETF US:IVV · ETF | 6 369 | $4.77 mln | 0.06% | +68 |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 53 608 | $4.49 mln | 0.05% | −1 017 |
| Airbnb Inc US:ABNB | 30 538 | $4.37 mln | 0.05% | — |
| Applovin Corp US:APP | 8 135 | $4.19 mln | 0.05% | +1 325 |
| KLA Corporation US:KLAC | 13 860 | $4.18 mln | 0.05% | +12 474 |
| iShares MSCI EAFE ETF US:EFA · ETF | 39 387 | $4.09 mln | 0.05% | — |
| iShares Core High Dividend E… US:HDV · ETF | 145 975 | $4.00 mln | 0.05% | +116 780 |
| Acuity Brands Inc US:AYI | 10 530 | $3.97 mln | 0.05% | — |
| Salesforce.com Inc US:CRM | 25 052 | $3.92 mln | 0.05% | −1 601 |
| Invesco S&P 500® Top 50 ETF US:XLG · ETF | 61 636 | $3.77 mln | 0.04% | — |
| S&P Global Inc US:SPGI | 9 200 | $3.75 mln | 0.04% | −661 416 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 15 243 | $3.70 mln | 0.04% | — |
| Cameco Corp US:CCJ | 35 722 | $3.64 mln | 0.04% | +1 821 |
| AbbVie Inc US:ABBV | 13 993 | $3.52 mln | 0.04% | −75 |
| Altria Group US:MO | 48 372 | $3.48 mln | 0.04% | — |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 31 000 | $3.42 mln | 0.04% | — |
| Brookfield Corporation US:BN | 73 460 | $3.13 mln | 0.04% | −660 |
| United Rentals Inc US:URI | 2 525 | $2.86 mln | 0.03% | — |
| iShares U.S. Technology ETF US:IYW · ETF | 10 606 | $2.68 mln | 0.03% | — |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 32 989 | $2.51 mln | 0.03% | — |
| Astera Labs, Inc. US:ALAB | 5 197 | $2.51 mln | 0.03% | — |
| MORGAN STANLEY US:MS | 11 697 | $2.45 mln | 0.03% | — |
| SYSCO CORP US:SYY | 28 827 | $2.41 mln | 0.03% | −3 538 |
| Canadian National Railway Co… US:CNI | 20 000 | $2.38 mln | 0.03% | — |
| Caterpillar Inc US:CAT | 1 913 | $2.04 mln | 0.02% | — |
| iShares U.S. Financials ETF US:IYF · ETF | 15 835 | $2.02 mln | 0.02% | — |
| Oracle Corporation US:ORCL | 13 537 | $1.98 mln | 0.02% | +51 |
| Primerica Inc US:PRI | 6 916 | $1.97 mln | 0.02% | −1 597 |
| iShares Russell 2000 ETF US:IWM · ETF | 6 500 | $1.95 mln | 0.02% | — |
| Vanguard S&P 500 Value Index… US:VOOV · ETF | 8 891 | $1.95 mln | 0.02% | — |
| Cisco Systems Inc US:CSCO | 15 177 | $1.78 mln | 0.02% | +69 |
| iShares S&P 100 ETF US:OEF · ETF | 4 689 | $1.72 mln | 0.02% | — |
| Capital One Financial Corpor… US:COF | 8 490 | $1.70 mln | 0.02% | nowa |
| Raymond James Financial Inc. US:RJF | 11 150 | $1.70 mln | 0.02% | — |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 21 625 | $1.68 mln | 0.02% | +1 859 |
| Philip Morris International… US:PM | 9 240 | $1.67 mln | 0.02% | — |
| MERCK & CO INC US:MRK | 12 280 | $1.58 mln | 0.02% | — |
| GE Aerospace US:GE | 4 121 | $1.54 mln | 0.02% | — |
| O’Reilly Automotive Inc US:ORLY | 16 215 | $1.49 mln | 0.02% | — |
| Donaldson Company Inc US:DCI | 16 000 | $1.44 mln | 0.02% | — |
| STARBUCKS CORP US:SBUX | 13 972 | $1.43 mln | 0.02% | −6 297 |
| iShares U.S. Energy ETF US:IYE · ETF | 23 562 | $1.33 mln | 0.02% | — |
| ABBOTT LABORATORIES US:ABT | 14 700 | $1.33 mln | 0.02% | −121 |
| DR Horton Inc US:DHI | 8 117 | $1.32 mln | 0.02% | — |
| Union Pacific Corporation US:UNP | 4 804 | $1.31 mln | 0.02% | — |
| Dover Corporation US:DOV | 5 643 | $1.27 mln | 0.02% | — |
| QUALCOMM INC/DE US:QCOM | 6 259 | $1.16 mln | 0.01% | +125 |
| Texas Instruments Incorporat… US:TXN | 3 627 | $1.08 mln | 0.01% | −86 |
| Applied Materials Inc US:AMAT | 1 483 | $1.07 mln | 0.01% | — |
| 3M Company US:MMM | 6 454 | $1.04 mln | 0.01% | — |
| iShares U.S. Healthcare ETF US:IYH · ETF | 15 039 | $1.01 mln | 0.01% | — |
| Progressive Corp US:PGR | 4 562 | $997 tys. | 0.01% | −14 |
| Financial Select Sector SPDR… US:XLF · ETF | 18 274 | $980 tys. | 0.01% | — |
| Waste Management Inc US:WM | 4 316 | $962 tys. | 0.01% | — |
| iShares U.S. Industrials ETF US:IYJ · ETF | 5 639 | $940 tys. | 0.01% | — |
| iShares Expanded Tech-Softwa… US:IGV · ETF | 10 207 | $925 tys. | 0.01% | +3 953 |
| Amgen Inc US:AMGN | 2 547 | $922 tys. | 0.01% | — |
| iShares S&P Small-Cap 600 Gr… US:IJT · ETF | 5 000 | $893 tys. | 0.01% | — |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 7 556 | $888 tys. | 0.01% | — |
| Danaher Corporation US:DHR | 4 602 | $877 tys. | 0.01% | −395 |
| ConocoPhillips US:COP | 8 412 | $875 tys. | 0.01% | — |
| Alico Inc US:ALCO | 21 106 | $873 tys. | 0.01% | — |
| Transdigm Group Incorporated US:TDG | 619 | $825 tys. | 0.01% | — |
| The Allstate Corporation US:ALL | 3 419 | $814 tys. | 0.01% | — |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 5 439 | $796 tys. | 0.01% | — |
| American Express Company US:AXP | 2 338 | $791 tys. | 0.01% | −941 |
| Goldman Sachs Group Inc US:GS | 774 | $783 tys. | 0.01% | — |
| Arthur J Gallagher & Co US:AJG | 3 292 | $756 tys. | 0.01% | +30 |
| Nextera Energy Inc US:NEE | 8 170 | $717 tys. | 0.01% | −118 |
| Enterprise Products Partners… US:EPD | 18 987 | $698 tys. | 0.01% | — |
| iShares Russell 2000 Growth… US:IWO · ETF | 1 720 | $678 tys. | 0.01% | — |
| EastGroup Properties Inc US:EGP | 3 325 | $673 tys. | 0.01% | — |
| Lockheed Martin Corporation US:LMT | 1 307 | $666 tys. | 0.01% | — |
| Vanguard Real Estate Index F… US:VNQ · ETF | 6 781 | $654 tys. | 0.01% | — |
| iShares US Consumer Discreti… US:IYC · ETF | 6 263 | $633 tys. | 0.01% | — |
| Health Care Select Sector SP… US:XLV · ETF | 3 943 | $626 tys. | 0.01% | — |
| Gilead Sciences Inc US:GILD | 4 829 | $610 tys. | 0.01% | — |
| Industrial Select Sector SPD… US:XLI · ETF | 3 202 | $593 tys. | 0.01% | — |
| People Inc US:PPLI | 13 774 | $582 tys. | 0.01% | — |
| Tesla, Inc. US:TSLA | 1 367 | $575 tys. | 0.01% | +174 |
| Phillips 66 US:PSX | 3 318 | $561 tys. | 0.01% | — |
| BlackRock Inc US:BLK | 556 | $535 tys. | 0.01% | — |
| Consumer Discretionary Selec… US:XLY · ETF | 4 556 | $534 tys. | 0.01% | — |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 3 245 | $534 tys. | 0.01% | — |
| WISE GROUP PLC CUSIP G9723Y105 | 44 526 | $530 tys. | 0.01% | nowa |
| Brookfield Asset Management… US:BAM | 11 772 | $528 tys. | 0.01% | +13 |
| Norfolk Southern Corporation US:NSC | 1 589 | $500 tys. | 0.01% | — |
| XPO Logistics Inc US:XPO | 2 400 | $493 tys. | 0.01% | nowa |
| Consumer Staples Select Sect… US:XLP · ETF | 5 813 | $483 tys. | 0.01% | — |
| Honeywell International Inc US:HON | 2 138 | $479 tys. | 0.01% | nowa |
| Vanguard Intermediate-Term B… US:BIV · ETF | 6 198 | $475 tys. | 0.01% | −731 |
| Honeywell Aerospace Inc US:HONA | 2 138 | $473 tys. | 0.01% | nowa |
| TERAWULF INC. US:WULF | 18 503 | $457 tys. | 0.01% | — |
| iShares Russell 2000 Value E… US:IWN · ETF | 2 017 | $446 tys. | 0.01% | — |
| Hershey Co US:HSY | 2 520 | $442 tys. | 0.01% | — |
| Unilever PLC US:UL · kwit depozytowy | 7 025 | $422 tys. | 0.01% | — |
| Alibaba Group Holding Limite… US:BABA · kwit depozytowy | 4 274 | $410 tys. | 0.00% | — |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 1 315 | $399 tys. | 0.00% | — |
| Humana Inc US:HUM | 1 000 | $397 tys. | 0.00% | −408 |
| Netflix Inc US:NFLX | 5 013 | $358 tys. | 0.00% | +82 |
| Iron Mountain Incorporated US:IRM | 2 696 | $341 tys. | 0.00% | — |
| RTX Corporation US:RTX | 1 717 | $326 tys. | 0.00% | −199 |
| U.S. Bancorp US:USB | 5 329 | $322 tys. | 0.00% | — |
| Parker-Hannifin Corporation US:PH | 329 | $322 tys. | 0.00% | — |
| Amphenol Corporation US:APH | 1 800 | $317 tys. | 0.00% | — |
| Service Corporation Internat… US:SCI | 4 100 | $311 tys. | 0.00% | nowa |
| Roblox Corp US:RBLX | 5 696 | $310 tys. | 0.00% | −211 238 |
| Bank of America Corp US:BAC | 5 364 | $306 tys. | 0.00% | — |
| PepsiCo Inc US:PEP | 2 237 | $303 tys. | 0.00% | — |
| COCA-COLA EUROPACIFIC PARTNE CUSIP G25839104 | 3 000 | $300 tys. | 0.00% | — |
| Vanguard Total Bond Market I… US:BND · ETF | 4 068 | $299 tys. | 0.00% | — |
| Tempus AI, Inc. US:TEM | 4 663 | $270 tys. | 0.00% | nowa |
| Deere & Company US:DE | 411 | $261 tys. | 0.00% | −59 |
| iShares S&P Small-Cap 600 Va… US:IJS · ETF | 1 836 | $251 tys. | 0.00% | — |
| Caseys General Stores Inc US:CASY | 315 | $250 tys. | 0.00% | — |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 3 100 | $250 tys. | 0.00% | +2 325 |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 1 612 | $238 tys. | 0.00% | — |
| Thermo Fisher Scientific Inc US:TMO | 471 | $236 tys. | 0.00% | — |
| Vanguard Ultra-Short Bond ET… US:VUSB · ETF | 4 488 | $223 tys. | 0.00% | — |
| Clear Secure Inc US:YOU | 4 000 | $223 tys. | 0.00% | nowa |
| Vanguard Total World Stock I… US:VT · ETF | 1 373 | $215 tys. | 0.00% | nowa |
| Rubrik, Inc. US:RBRK | 2 680 | $215 tys. | 0.00% | nowa |
| Emerson Electric Company US:EMR | 1 496 | $214 tys. | 0.00% | nowa |
| Fair Isaac Corporation US:FICO | 178 | $213 tys. | 0.00% | nowa |
| Corcept Therapeutics Incorpo… US:CORT | 2 400 | $209 tys. | 0.00% | nowa |
| Expedia Group Inc. US:EXPE | 812 | $208 tys. | 0.00% | nowa |
| Elevance Health Inc US:ELV | 0 (było 4 098) | — | — | sprzedana |
| Arista Networks US:ANET | 0 (było 59 996) | — | — | sprzedana |
| EPAM Systems Inc US:EPAM | 0 (było 1 610) | — | — | sprzedana |
| ExxonMobil Holdings Corp US:XOM | 0 (było 15 293) | — | — | sprzedana |
| Honeywell International Inc US:HON | 0 (było 4 279) | — | — | sprzedana |
| International Business Machi… US:IBM | 0 (było 15 000) | — | — | sprzedana |
| VANGUARD INDEX FDS US:LEN | 0 (było 4 061) | — | — | sprzedana |
| Nike Inc US:NKE | 0 (było 20 496) | — | — | sprzedana |
| Akre Focus ETF US:AKRE · ETF | 0 (było 16 661) | — | — | sprzedana |
| Sea Ltd US:SE · kwit depozytowy | 0 (było 158 155) | — | — | sprzedana |
| VANGUARD INDEX FDS CUSIP L8681T102 | 0 (było 758) | — | — | sprzedana |
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