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Planned rebalance expands healthcare and services while trimming mega-cap tech
Amgen is planned as the largest increase, with notable additions to ADP, Applied Materials, Baker Hughes, and Broadcom Inc. The plan would fully exit no positions, but it would sharply reduce Meta Platforms, Advanced Micro Devices Inc., Intel Corporation, Tesla, and Constellation Energy while also trimming Apple, Micron Technology, ASML Holding, and PepsiCo. If executed, the target mix would tilt more toward healthcare, software, industrials, and semiconductors, with less weight in the largest current tech and energy names.
Portfolio changes
AMGNAmgen3.58%12.41%Increased
AMATApplied Materials0.72%6.74%Increased
ADPADP0.29%6.59%Increased
AVGOBroadcom Inc.2.49%6.53%Increased
BKRBaker Hughes1.67%5.88%Increased
COSTCostco3.78%4.44%Increased
GOOGAlphabet Inc. (Class C)2.34%4.17%Increased
MELIMercadoLibre3.80%4.13%Increased
GOOGLAlphabet Inc. (Class A)2.64%3.92%Increased
AMZNAmazon.com0.11%3.57%Increased
NVDANVIDIA0.32%0.56%Increased
AMDAdvanced Micro Devices Inc.22.72%14.22%Reduced
INTCIntel Corporation16.56%10.87%Reduced
CEGConstellation Energy9.30%5.35%Reduced
METAMeta Platforms13.29%4.22%Reduced
TSLATesla6.81%2.51%Reduced
AAPLApple3.25%1.64%Reduced
ASMLASML Holding2.21%1.46%Reduced
MUMicron Technology3.55%0.55%Reduced
PEPPepsiCo0.55%0.23%Reduced
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