ESG PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 108K | $20.12M |
 | MRK | 48K | $5.05M |
 | AAPL | 36K | $9.78M |
 | AMZN | 31K | $7.19M |
 | GOOGL | 29K | $9.10M |
 | BMY | 14K | $744.97K |
 | V | 7K | $2.36M |
 | MSFT | 6K | $2.91M |
 | CRWD | 5K | $2.56M |
 | HON | 5K | $1.05M |
 | DHR | 5K | $1.08M |
 | UNP | 4K | $983.35K |
 | LOW | 4K | $995.92K |
 | MA | 4K | $2.25M |
 | APP | 3K | $2.34M |
 | TMO | 3K | $1.46M |
 | EQIX | 2K | $1.90M |
 | QCOM | 2K | $394.04K |
 | ORCL | 2K | $428.07K |
 | META | 1K | $981.42K |
NVIDIA Corporation
NVDA
Shares Held
108K
Value
$20.12M
Merck & Co., Inc.
MRK
Shares Held
48K
Value
$5.05M
Apple Inc.
AAPL
Shares Held
36K
Value
$9.78M
Amazon.com, Inc.
AMZN
Shares Held
31K
Value
$7.19M
Alphabet Inc.
GOOGL
Shares Held
29K
Value
$9.10M
Bristol-Myers Squibb Company
BMY
Shares Held
14K
Value
$744.97K
Visa Inc.
V
Shares Held
7K
Value
$2.36M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.91M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
5K
Value
$2.56M
Honeywell International Inc.
HON
Shares Held
5K
Value
$1.05M
Danaher Corporation
DHR
Shares Held
5K
Value
$1.08M
Union Pacific Corporation
UNP
Shares Held
4K
Value
$983.35K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$995.92K
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.25M
AppLovin Corporation
APP
Shares Held
3K
Value
$2.34M
Thermo Fisher Scientific Inc.
TMO
Shares Held
3K
Value
$1.46M
Equinix, Inc.
EQIX
Shares Held
2K
Value
$1.90M
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$394.04K
Oracle Corporation
ORCL
Shares Held
2K
Value
$428.07K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$981.42K