Mega-cap tech concentration narrows as six names take equal weight
Amazon.com, Alphabet Inc. (Class A), Alphabet Inc. (Class C), Intel Corporation, Meta Platforms, and Microsoft were all increased to equal 16.67% weights. The update fully exited Apple, Broadcom Inc., Comcast, NVIDIA, Tesla, T-Mobile US, and Walmart, leaving the portfolio concentrated entirely in six large technology and internet-related holdings.
Portfolio changes
| Ticker | Company | Before | After | Change |
|---|---|---|---|---|
| AMZN | — | 8.04% | 16.67% | Increased |
| INTC | — | 7.85% | 16.67% | Increased |
| MSFT | Microsoft | 7.64% | 16.67% | Increased |
| GOOGL | Alphabet Inc. (Class A) | 7.48% | 16.67% | Increased |
| GOOG | Alphabet Inc. (Class C) | 7.47% | 16.67% | Increased |
| META | Meta Platforms | 7.16% | 16.67% | Increased |
| NVDA | NVIDIA | 7.98% | — | Exited |
| WMT | — | 7.86% | — | Exited |
| AVGO | Broadcom Inc. | 7.86% | — | Exited |
| TMUS | — | 7.85% | — | Exited |
| AAPL | — | 7.79% | — | Exited |
| CMCSA | — | 7.52% | — | Exited |
| TSLA | — | 7.49% | — | Exited |