SPHB Holdings List

As of Jul 1, 2024

No.	Symbol	Name	% Weight	Shares
1	SMCI	Super Micro Computer, Inc.	2.15%	15,617
2	NVDA	NVIDIA Corporation	2.12%	101,046
3	MPWR	Monolithic Power Systems, Inc.	1.67%	12,018
4	CCL	Carnival Corporation & plc	1.59%	530,747
5	TER	Teradyne, Inc.	1.57%	62,817
6	AVGO	Broadcom Inc.	1.56%	5,634
7	AMD	Advanced Micro Devices, Inc.	1.52%	57,016
8	TSLA	Tesla, Inc.	1.50%	42,347
9	ANET	Arista Networks, Inc.	1.49%	24,721
10	CZR	Caesars Entertainment, Inc.	1.41%	220,394
11	KLAC	KLA Corporation	1.35%	9,614
12	LRCX	Lam Research Corporation	1.33%	7,418
13	AMAT	Applied Materials, Inc.	1.28%	31,874
14	ADBE	Adobe Inc.	1.23%	13,004
15	ENPH	Enphase Energy, Inc.	1.21%	73,825
16	NCLH	Norwegian Cruise Line Holdings Ltd.	1.16%	389,008
17	URI	United Rentals, Inc.	1.16%	10,696
18	ON	ON Semiconductor Corporation	1.15%	98,643
19	META	Meta Platforms, Inc.	1.15%	13,493
20	QRVO	Qorvo, Inc.	1.14%	57,342
21	MCHP	Microchip Technology Incorporated	1.13%	72,979
22	SWKS	Skyworks Solutions, Inc.	1.12%	62,405
23	FSLR	First Solar, Inc.	1.12%	29,748
24	NOW	ServiceNow, Inc.	1.11%	8,288
25	NXPI	NXP Semiconductors N.V.	1.10%	24,509
26	CDNS	Cadence Design Systems, Inc.	1.09%	20,786
27	GNRC	Generac Holdings Inc.	1.09%	48,294
28	BX	Blackstone Inc.	1.08%	52,368
29	ADSK	Autodesk, Inc.	1.07%	25,774
30	SNPS	Synopsys, Inc.	1.07%	10,512
31	ALGN	Align Technology, Inc.	1.07%	26,430
32	MU	Micron Technology, Inc.	1.07%	47,865
33	QCOM	QUALCOMM Incorporated	1.06%	31,384
34	ABNB	Airbnb, Inc.	1.05%	41,104
35	ORCL	Oracle Corporation	1.05%	43,237
36	MGM	MGM Resorts International	1.05%	144,254
37	UBER	Uber Technologies, Inc.	1.04%	86,604
38	BXP	Boston Properties, Inc.	1.03%	99,942
39	ZBRA	Zebra Technologies Corporation	1.02%	19,756
40	AMZN	Amazon.com, Inc.	1.02%	30,622
41	TFC	Truist Financial Corporation	1.02%	153,572
42	CFG	Citizens Financial Group, Inc.	1.02%	168,107
43	BLDR	Builders FirstSource, Inc.	1.01%	44,432
44	KEY	KeyCorp	0.99%	412,672
45	WDC	Western Digital Corporation	0.98%	76,156
46	ADI	Analog Devices, Inc.	0.98%	25,774
47	INTU	Intuit Inc.	0.98%	8,918
48	EXPE	Expedia Group, Inc.	0.98%	47,376
49	ALB	Albemarle Corporation	0.97%	59,054
50	WBD	Warner Bros. Discovery, Inc.	0.96%	795,875

As of Jul 1, 2024

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