Moreno Evelyn V 13F Holdings

CIK 0001598011 · BOSTON, MA

As of Dec 31, 2023, Moreno Evelyn V reported 140 positions worth $211.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology74,492 4.3M6.77%
MICROSOFT CORPMSFTTechnology36,856 3.9M6.54%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—17,830$9.0M4.27%
ALPHABET INCGOOGEquity60,789$8.6M4.04%
AMAZON.COM INCAMZNEquity52,823$8.0M3.79%
NVIDIA CORPNVDATechnology11,911$5.9M2.78%
AVANTIS US LARGE CAP VALUE ETFAVLV—87,875$5.1M2.40%
SALESFORCE INCCRMTechnology15,283$4.0M1.90%
JPMORGAN CHASE & COJPMFinancial Services23,205$3.9M1.86%
BOOKING HOLDINGS INCBKNGIndustrials1,075$3.8M1.80%
MASTERCARD INCMAFinancial Services8,696$3.7M1.75%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare36,718$3.7M1.75%
ISHARES CORE S&P SMALL-CAP ETFIJR—32,903$3.6M1.68%
PALO ALTO NETWORKS INCPANWTechnology11,840$3.5M1.65%
WASTE MANAGEMENT INCWMIndustrials19,116$3.4M1.62%
DANAHER CORPDHRHealthcare13,840$3.2M1.51%
TJX COMPANIES INCTJXConsumer Cyclical34,121$3.2M1.51%
COMCAST CORPCMCSACommunication Services69,751$3.1M1.44%
IQVIA HOLDINGS INCIQVHealthcare12,860$3.0M1.40%
STRYKER CORPSYKHealthcare9,891$3.0M1.40%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services22,901$2.9M1.39%
LINDE PLCLINBasic Materials7,100$2.9M1.38%
BANK OF AMERICA CORPBACFinancial Services83,657$2.8M1.33%
PROCTER & GAMBLE COPGConsumer Defensive19,155$2.8M1.32%
ROCKWELL AUTOMATION INCROKIndustrials8,782$2.7M1.29%