Ethic Inc.
Top Portfolio Positions
1,175 positions ·
$5,935,233,633 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,446,417 | $426,655,124 | 7.19% | |
| AAPL |
Apple Inc.
Technology
|
1,492,645 | $378,818,374 | 6.38% | |
| MSFT |
Microsoft Corp
Technology
|
713,147 | $263,985,624 | 4.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
786,167 | $163,735,001 | 2.76% | |
| AVGO |
Broadcom Inc.
Technology
|
359,152 | $111,161,135 | 1.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
160,496 | $91,824,576 | 1.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
84,534 | $77,751,837 | 1.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
178,381 | $66,313,136 | 1.12% | |
| V |
Visa Inc.
Financial Services
|
186,799 | $56,458,129 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
510,430 | $49,077,844 | 0.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDM
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,615 | 59,150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $402,988 | 48,320 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $348,111 | 38,679 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $288,049 | 39,513 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $270,368 | 36,685 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $338,851 | 37,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $130,138 | 12,885 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $326,706 | 45,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $90,581 | 12,885 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $104,858 | 14,748 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $96,866 | 17,236 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,861 | 28,179 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||