Planned rebalance broadens tech exposure while trimming energy and storage weights
Apple, Amazon.com, NVIDIA, and Cisco Systems are planned as new positions, alongside additions across semiconductor, industrial, healthcare, and energy names. The plan would fully exit Seagate Technology plc, Micron Technology, Sandisk Corporation, Valero Energy, Marathon Petroleum, Phillips 66, Chevron, Occidental Petroleum, Diamondback Energy, and Exxon Mobil Corp, while trimming the remaining energy and storage positions to smaller equal weights. If executed, the target portfolio would be spread evenly across 36 holdings, with the biggest exposure still centered on technology and energy-related names.
Portfolio changes
| Ticker | Company | Before | After | Change |
|---|---|---|---|---|
| AAPL | — | — | 2.78% | Added |
| ADI | — | — | 2.78% | Added |
| AMAT | — | — | 2.78% | Added |
| AMZN | — | — | 2.78% | Added |
| APP | — | — | 2.78% | Added |
| AVGO | — | — | 2.78% | Added |
| BSX | — | — | 2.78% | Added |
| CAT | — | — | 2.78% | Added |
| CINF | — | — | 2.78% | Added |
| COP | — | — | 2.78% | Added |
| CSCO | — | — | 2.78% | Added |
| DVN | — | — | 2.78% | Added |
| EOG | — | — | 2.78% | Added |
| GOOG | — | — | 2.78% | Added |
| GOOGL | — | — | 2.78% | Added |
| LRCX | — | — | 2.78% | Added |
| NUE | — | — | 2.78% | Added |
| NVDA | — | — | 2.78% | Added |
| PH | — | — | 2.78% | Added |
| SMCI | — | — | 2.78% | Added |
| SYK | — | — | 2.78% | Added |
| TEL | — | — | 2.78% | Added |
| TRGP | — | — | 2.78% | Added |
| TXN | — | — | 2.78% | Added |
| UBER | — | — | 2.78% | Added |
| STX | Seagate Technology plc | 9.89% | 2.78% | Reduced |
| MU | Micron Technology | 9.87% | 2.78% | Reduced |
| SNDK | Sandisk Corporation | 9.86% | 2.78% | Reduced |
| VLO | Valero Energy | 9.59% | 2.78% | Reduced |
| MPC | Marathon Petroleum | 9.41% | 2.78% | Reduced |
| PSX | Phillips 66 | 9.20% | 2.78% | Reduced |
| WDC | Western Digital Corp | 8.96% | 2.78% | Reduced |
| CVX | Chevron | 8.80% | 2.78% | Reduced |
| OXY | Occidental Petroleum | 8.16% | 2.78% | Reduced |
| FANG | Diamondback Energy | 8.14% | 2.78% | Reduced |
| XOM | Exxon Mobil Corp | 8.13% | 2.78% | Reduced |