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Democrat · NJ-5
$905K
Est.
Holdings
View all 62
JNJ
Johnson & Johnson
6.8%
V
Visa Inc. Class A
6.5%
WMT
Walmart Inc.
5.9%
AMD
Advanced Micro Devices Inc
4.1%
GLW
Corning Incorporated
3.8%
TWLO
Twilio Inc
3.4%
UNP
Union Pacific Corporation
3.2%
KO
The Coca-Cola Company
2.7%
DSCSY
Disco Corp ADR
2.7%
TSLA
Tesla Inc
2.5%
SHOP
Shopify Inc
2.2%
GMAB
Genmab AS
2.2%
MA
Mastercard Inc
2.1%
PANW
Palo Alto Networks Inc
2.0%
XOM
Exxon Mobil Corp
2.0%
INTA
Intapp Inc
1.8%
MNST
Monster Beverage Corp
1.8%
FI
Fiserv, Inc. Common Stock (FI)
1.8%
GOOGN
Alphabet Inc.
1.8%
CBZ
CBIZ Inc
1.7%
SNOW
Snowflake Inc.
1.4%
GBOOY
Grupo Financiero Banorte SAB de CV ADR
1.4%
SHEL
Shell PLC ADR
1.3%
IFNNY
Infineon Technologies AG ADR
1.3%
UNH
UnitedHealth Group Incorporated
1.3%
AVGO
Broadcom Inc
1.2%
TEL
TE Connectivity Ltd
1.2%
ABT
Abbott Laboratories
1.1%
SAIL
SailPoint, Inc. Common Stock
1.1%
MRK
Merck & Company Inc
1.1%
D
Dominion Energy Inc
1.1%
MMM
3M Company
1.1%
CRM
Salesforce, Inc.
1.1%
GILD
Gilead Sciences Inc
1.1%
RSG
Republic Services Inc
1.0%
NTES
NetEase Inc
1.0%
FWRG
First Watch Restaurant Group Inc
1.0%
APD
Air Products and Chemicals Inc
1.0%
GEV
GE Vernova LLC
1.0%
QSR
Restaurant Brands International Inc
0.9%
CRWD
Crowdstrike Holdings Inc
0.9%
GS
Goldman Sachs Group Inc
0.9%
SQ
Block, Inc. Class A Common Stock, (SQ)
0.9%
THR
Thermon Group Holdings Inc
0.9%
GOOGM
Alphabet Inc.
0.9%
ICE
Intercontinental Exchange Inc
0.9%
SBUX
Starbucks Corporation
0.9%
FSS
Federal Signal Corporation
0.8%
MU
Micron Technology Inc
0.8%
AMAT
Applied Materials Inc
0.8%
NICE
Nice Ltd ADR
0.8%
ADI
Analog Devices Inc
0.8%
FCX
Freeport-McMoran Inc
0.8%
SE
Sea Ltd
0.8%
CMI
Cummins Inc
0.7%
CDRE
Cadre Holdings Inc
0.7%
BHE
Benchmark Electronics Inc
0.7%
SNDK
Sandisk Corp
0.6%
UNICY
Unicharm Corp
0.5%
LITE
Lumentum Holdings Inc
0.5%
Sectors
Technology
34%
Healthcare
14%
Financial Services
12%
Industrials
11%
Latest trades
Bought
AMAT
2026-10-26
Sold
TLK
2026-10-15
Bought
BHE
2026-10-12
Sold part
MCD
2026-09-25
Sold
AMAT
2026-09-15
Bought
MSFT
2026-08-14
Bought
MSFT
2026-08-14
Sold
MSFT
2026-08-14
Sold
MSFT
2026-08-14
Bought
AMAT
2026-08-06
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