ESG PLANNING
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 113K | $19.73M |
 | AAPL | 40K | $10.16M |
 | AMZN | 32K | $6.63M |
 | GOOGL | 25K | $7.15M |
 | MRK | 22K | $2.62M |
 | ORCL | 14K | $2.12M |
 | BMY | 14K | $831.71K |
 | V | 8K | $2.29M |
 | ABBV | 7K | $1.50M |
 | MSFT | 7K | $2.50M |
 | WMT | 7K | $827.16K |
 | HON | 6K | $1.41M |
 | JNJ | 6K | $1.50M |
 | CRWD | 6K | $2.33M |
 | CSX | 5K | $225.10K |
 | UNH | 5K | $1.44M |
 | UNP | 5K | $1.24M |
 | LOW | 5K | $1.10M |
 | MA | 4K | $2.22M |
 | META | 4K | $2.48M |
NVIDIA Corporation
NVDA
Shares Held
113K
Value
$19.73M
Apple Inc.
AAPL
Shares Held
40K
Value
$10.16M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$6.63M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.15M
Merck & Co., Inc.
MRK
Shares Held
22K
Value
$2.62M
Oracle Corporation
ORCL
Shares Held
14K
Value
$2.12M
Bristol-Myers Squibb Company
BMY
Shares Held
14K
Value
$831.71K
Visa Inc.
V
Shares Held
8K
Value
$2.29M
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.50M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.50M
Walmart Inc.
WMT
Shares Held
7K
Value
$827.16K
Honeywell International Inc.
HON
Shares Held
6K
Value
$1.41M
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.50M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
6K
Value
$2.33M
CSX Corporation
CSX
Shares Held
5K
Value
$225.10K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.44M
Union Pacific Corporation
UNP
Shares Held
5K
Value
$1.24M
Lowe's Companies, Inc.
LOW
Shares Held
5K
Value
$1.10M
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.22M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.48M