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Planned rebalance broadens healthcare and industrial exposure, trims software
PayPal, Fortinet, Keysight Technologies, CrowdStrike, Palo Alto Networks, Arista Networks, Teradyne, Bloom Energy Corporation, and Lumentum Holdings Inc. are planned to be fully exited. New target positions are planned in Airbnb, Amgen, Broadridge Financial Solutions, CME Group, Chevron, FactSet, Gilead Sciences, HCA Healthcare, International Flavors & Fragrances, Intuitive Surgical, Leidos, McKesson Corporation, Pfizer Inc, Regeneron Pharmaceuticals, ResMed, Twilio Inc., Universal Health Services, and Waters Corporation. Many existing holdings are planned to be trimmed toward a common 1.6949% weight, while Hewlett Packard Enterprise, Super Micro Computer Inc, Dell Technologies, and Everpure, Inc. are planned to be nudged higher; if executed, the target mix would be more evenly spread across healthcare, technology, energy, and financial names.
Portfolio changes
ABNBAirbnb—1.69%Added
AMGNAmgen—1.69%Added
BRBroadridge Financial Solutions—1.69%Added
CMECME Group—1.69%Added
CVXChevron—1.69%Added
FDSFactSet—1.69%Added
GILDGilead Sciences—1.69%Added
HCAHCA Healthcare—1.69%Added- IFFInternational Flavors & Fragrances—1.69%Added
ISRGIntuitive Surgical—1.69%Added
LDOSLeidos—1.69%Added
MCKMcKesson Corporation—1.69%Added
PFEPfizer Inc—1.69%Added
REGNRegeneron Pharmaceuticals—1.69%Added
RMDResMed—1.69%Added
TWLOTwilio Inc.—1.69%Added- UHSUniversal Health Services—1.69%Added
WATWaters Corporation—1.69%Added
DELLDell Technologies1.60%1.69%Increased
SMCISuper Micro Computer Inc1.57%1.69%Increased
HPEHewlett Packard Enterprise1.56%1.69%Increased
CTSHCognizant2.32%1.69%Reduced
ACNAccenture2.28%1.69%Reduced
COPConocoPhillips2.27%1.69%Reduced
ITGartner2.23%1.69%Reduced
APAAPA Corporation2.23%1.69%Reduced
ELEstée Lauder Companies (The)2.22%1.69%Reduced
XOMExxon Mobil Corp2.20%1.69%Reduced
HASHasbro Inc2.20%1.69%Reduced
PSXPhillips 662.19%1.69%Reduced
MPCMarathon Petroleum2.18%1.69%Reduced
CRMSalesforce.com2.18%1.69%Reduced
TMOThermo Fisher Scientific2.18%1.69%Reduced
VEEVVeeva Systems Inc.2.18%1.69%Reduced- MTDMettler Toledo2.18%1.69%Reduced
SWKSSkyworks Solutions Inc2.17%1.69%Reduced
BDXBecton Dickinson2.17%1.69%Reduced
ULTAUlta Salon Cosmetics and Fragrance Inc2.16%1.69%Reduced
IQVIQVIA2.14%1.69%Reduced
VLOValero Energy2.13%1.69%Reduced
WDAYWorkday, Inc.2.13%1.69%Reduced
AAgilent Technologies2.11%1.69%Reduced
NOWServiceNow2.10%1.69%Reduced
NEMNewmont2.09%1.69%Reduced
MRKMerck2.08%1.69%Reduced
EMREmerson Electric2.07%1.69%Reduced
CRLCharles River Laboratories2.07%1.69%Reduced
HPQHP Inc.2.07%1.69%Reduced
PTCPTC Inc.2.06%1.69%Reduced- RVTYRevvity2.06%1.69%Reduced
MSFTMicrosoft2.06%1.69%Reduced
MRNAModerna Inc.2.01%1.69%Reduced- ZBRAZebra Technologies1.98%1.69%Reduced
FCXFreeport-McMoRan1.96%1.69%Reduced
SNPSSynopsys1.85%1.69%Reduced
PLTRPalantir Technologies1.85%1.69%Reduced
NTAPNetApp Inc1.79%1.69%Reduced
MRVLMarvell Technology1.72%1.69%Held
PEverpure, Inc.1.67%1.69%Held
PYPLPayPal2.12%—Exited
FTNTFortinet1.81%—Exited
KEYSKeysight Technologies1.80%—Exited
CRWDCrowdStrike1.72%—Exited
PANWPalo Alto Networks1.70%—Exited
ANETArista Networks1.70%—Exited
TERTeradyne1.68%—Exited
BEBloom Energy Corporation1.64%—Exited
LITELumentum Holdings Inc.1.55%—Exited
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