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This investment approach for U.S. stocks uses a systematic and disciplined methodology. It concentrates on selecting large, well-established companies that are assessed as undervalued, seeking out those businesses exhibiting advantageous financial qualities and prospects.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| AAPL | APPLE INC | 4.69% | $146.25M |
| AMZN | AMAZON.COM INC | 4.45% | $138.76M |
| MSFT | MICROSOFT CORP | 3.47% | $108.25M |
| BRK-B | BERKSHIRE HATHAWAY INC CL B | 3.15% | $98.20M |
| JPM | JPMORGAN CHASE & CO | 2.69% | $84.05M |
| XOM | EXXON MOBIL CORP | 1.84% | $57.51M |
| INTC | INTEL CORP | 1.67% | $52.08M |
| JNJ | JOHNSON & JOHNSON | 1.33% | $41.57M |
| UNH | UNITEDHEALTH GROUP INC | 1.24% | $38.79M |
| CSCO | CISCO SYSTEMS INC | 1.22% | $38.02M |
| RTX | RTX CORP | 1.10% | $34.41M |
| WMT | WALMART INC | 1.06% | $33.02M |
| CVX | CHEVRON CORP | 1.04% | $32.33M |
| WFC | WELLS FARGO & CO | 1.01% | $31.57M |
| SCHW | SCHWAB CHARLES CORP | 0.91% | $28.40M |
| BAC | BANK OF AMERICA CORPORATION | 0.90% | $27.98M |
| PM | PHILIP MORRIS INTL INC | 0.88% | $27.52M |
| MS | MORGAN STANLEY | 0.83% | $25.90M |
| ABT | ABBOTT LABORATORIES | 0.82% | $25.61M |
| WELL | WELLTOWER INC | 0.81% | $25.33M |
| PG | PROCTER & GAMBLE CO | 0.81% | $25.28M |
| GS | GOLDMAN SACHS GROUP INC | 0.80% | $24.92M |
| T | AT&T INC | 0.79% | $24.48M |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.78% | $24.44M |
| 0Y3K.L | EATON CORP PLC | 0.78% | $24.34M |