VEGA INVESTMENT SOLUTIONS
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 638K | $101.71M |
 | HPE | 378K | $7.73M |
 | PPG | 292K | $33.20M |
 | TXN | 167K | $34.59M |
 | LLY | 112K | $86.95M |
 | NVDA | 93K | $14.66M |
 | MSFT | 42K | $20.87M |
 | PANW | 41K | $8.32M |
 | RTX | 41K | $5.91M |
 | MRVL | 39K | $3.00M |
 | GOOG | 38K | $6.82M |
 | AMZN | 36K | $7.87M |
 | ANET | 29K | $3.00M |
 | SHOP | 28K | $3.21M |
 | GOOGL | 28K | $4.86M |
 | AAPL | 26K | $5.37M |
 | CP | 24K | $1.92M |
 | CRM | 18K | $4.99M |
 | BSX | 18K | $1.96M |
 | VRT | 17K | $2.22M |
The Procter & Gamble Company
PG
Shares Held
638K
Value
$101.71M
Hewlett Packard Enterprise Company
HPE
Shares Held
378K
Value
$7.73M
PPG Industries, Inc.
PPG
Shares Held
292K
Value
$33.20M
Texas Instruments Incorporated
TXN
Shares Held
167K
Value
$34.59M
Eli Lilly and Company
LLY
Shares Held
112K
Value
$86.95M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$14.66M
Microsoft Corporation
MSFT
Shares Held
42K
Value
$20.87M
Palo Alto Networks, Inc.
PANW
Shares Held
41K
Value
$8.32M
RTX Corporation
RTX
Shares Held
41K
Value
$5.91M
Marvell Technology, Inc.
MRVL
Shares Held
39K
Value
$3.00M
Alphabet Inc.
GOOG
Shares Held
38K
Value
$6.82M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$7.87M
Arista Networks, Inc.
ANET
Shares Held
29K
Value
$3.00M
Shopify Inc.
SHOP
Shares Held
28K
Value
$3.21M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$4.86M
Apple Inc.
AAPL
Shares Held
26K
Value
$5.37M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
24K
Value
$1.92M
Salesforce, Inc.
CRM
Shares Held
18K
Value
$4.99M
Boston Scientific Corporation
BSX
Shares Held
18K
Value
$1.96M
Vertiv Holdings Co
VRT
Shares Held
17K
Value
$2.22M