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Strategic Investment Advisors / MI

All holdings · as of Dec 31, 2025

240 positions

CompanyClassValueShares% of portfolio
T Rowe Price Group Inc$1.01M9,8260.1%
PFIZER INC$1.01M40,3980.1%
TJX Cos Inc/The$1.00M6,5230.1%
Cognizant Technology Solutions Corp$980.5K11,8140.1%
OMNICOM GROUP INC.$972.7K12,0460.1%
SPDR SERIES TRUST$969.7K33,0510.1%
LAM RESEARCH CORP$950.0K5,5490.1%
Diamondback Energy, Inc.$945.3K6,2880.1%
DTE ENERGY CO$940.0K7,2880.1%
Sony Group CorpSONYADR$918.3K35,8710.1%
Mastercard Inc$918.0K1,6080.1%
ISHARES TR$900.9K8,4110.1%
VANGUARD WHITEHALL FDS$889.0K6,1940.1%
Parker-Hannifin Corp$849.5K9670.1%
SPDR SERIES TRUST$829.3K36,9980.1%
Uber Technologies, Inc$817.0K9,9980.1%
CISCO SYSTEMS, INC.$791.5K10,2750.1%
WELLS FARGO & COMPANY/MN$779.1K8,3590.1%
ABBOTT LABORATORIES$778.1K6,2100.1%
Bank of New York Mellon Corp/The$775.3K6,6780.1%
JOHNSON & JOHNSON$767.3K3,7080.1%
BERKSHIRE HATHAWAY INC DEL$754.8K10.1%
LENNAR CORP /NEW$733.5K7,1350.1%
SPDR SERIES TRUST$730.2K9,1020.1%
VANGUARD MALVERN FDS$728.5K14,7300.1%
EVEREST GROUP, LTD.$725.9K2,1390.1%
ORACLE CORP$723.5K3,7120.1%
NEXTERA ENERGY INC$722.9K9,0040.1%
Sempra$716.7K8,1170.1%
INVESCO QQQ TR$710.1K1,1560.1%
CVS HEALTH Corp$705.4K8,8880.1%
EXXON MOBIL CORP$692.6K5,7550.1%
MCKESSON CORP$691.0K8420.1%
ANALOG DEVICES INC$687.8K2,5360.1%
VERTEX PHARMACEUTICALS INC / MA$685.0K1,5110.1%
INVESCO EXCHANGE TRADED FD T$668.9K8,9130.1%
Johnson Controls International plc$645.4K5,3890.1%
SPDR SERIES TRUST$644.8K6,6330.1%
INVESCO EXCHANGE TRADED FD T$635.3K3,3170.1%
LINDE PLC$633.0K1,4850.1%
IQVIA HOLDINGS INC.$631.1K2,8000.1%
Netflix Inc$626.0K6,6760.1%
GILEAD SCIENCES, INC.$615.9K5,0180.1%
EMBRAER S.A.EMBJADR$603.3K9,3720.1%
BANK OF AMERICA CORP /DE$602.6K10,9560.1%
Arista Networks, Inc.ANETCommon Stock$601.9K4,5930.1%
Toll Brothers Incorporated$597.4K4,4180.1%
ServiceNow Inc$592.7K3,8690.1%
Interactive Brokers Group Inc$576.4K8,9630.0%
CADENCE DESIGN SYSTEMS INC$570.1K1,8240.0%
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