Ethic Inc.
Top Portfolio Positions
1,171 positions ·
$5,905,050,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,446,417 | $426,655,124 | 7.23% | |
| AAPL |
Apple Inc.
Technology
|
1,492,645 | $378,818,374 | 6.42% | |
| MSFT |
Microsoft Corp
Technology
|
713,147 | $263,985,624 | 4.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
786,167 | $163,735,001 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
359,152 | $111,161,135 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
160,496 | $91,824,576 | 1.56% | |
| LLY |
ELI LILLY & Co
Healthcare
|
84,534 | $77,751,837 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
178,381 | $66,313,136 | 1.12% | |
| V |
Visa Inc.
Financial Services
|
186,799 | $56,458,129 | 0.96% | |
| NFLX |
Netflix Inc
Communication Services
|
510,430 | $49,077,844 | 0.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,217,774 | 123,390 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,335,051 | 124,767 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,418,506 | 114,310 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,222,246 | 105,012 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,211,356 | 96,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,037,906 | 97,213 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,844,869 | 107,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,702,125 | 115,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,490,700 | 107,638 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,197,366 | 105,803 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,702,021 | 98,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,521,388 | 93,558 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,155,753 | 81,999 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,095,913 | 76,132 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,425,801 | 63,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,408,881 | 49,819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,540,821 | 40,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $891,478 | 27,746 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $707,183 | 24,470 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $476,903 | 15,755 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $303,221 | 11,189 | Shares | Sole | 2021-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||