VEGA INVESTMENT SOLUTIONS

data from 30/06/2025

Capitalization

$ 425.297 M -17.87 %

Average holding period

2 ans

Performance

$ 19.182 M -3.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in VEGA INVESTMENT SOLUTIONS

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 PG PROCTER AND GAMBLE CO 23.92% 101.710 M $ 638400 2025/03/31 -6.992 M $ -6.51 %
2025/06/30 LLY ELI LILLY & CO 20.44% 86.950 M $ 111542 2024/12/31 -5.222 M $ -5.61 %
2025/06/30 TXN TEXAS INSTRS INC 8.13% 34.589 M $ 166600 2025/03/31 4.579 M $ 15.54 %
2025/06/30 PPG PPG INDS INC 7.81% 33.196 M $ 291830 2025/03/31 1.280 M $ 4.02 %
2025/06/30 MSFT MICROSOFT CORP 4.91% 20.868 M $ 41953 2024/12/31 8.003 M $ 31.82 %
2025/06/30 NVDA NVIDIA CORPORATION 3.45% 14.660 M $ 92789 2024/12/31 8.667 M $ 45.71 %
2025/06/30 PANW PALO ALTO NETWORKS INC 1.96% 8.315 M $ 40634 2024/12/31 2.534 M $ 19.21 %
2025/06/30 AMZN AMAZON COM INC 1.85% 7.873 M $ 35884 2024/12/31 955.114 K $ 15.53 %
2025/06/30 HPE HEWLETT PACKARD ENTERPRISE C 1.82% 7.732 M $ 378070 2025/03/31 1.869 M $ 32.53 %
2025/06/30 GOOG ALPHABET INC 1.60% 6.821 M $ 38452 2024/12/31 847.860 K $ 13.40 %
2025/06/30 RTX RTX CORPORATION 1.39% 5.914 M $ 40500 2025/03/31 558.943 K $ 10.24 %
2025/06/30 AAPL APPLE INC 1.26% 5.369 M $ 26169 2024/12/31 -593.616 K $ -7.73 %
2025/06/30 CRM SALESFORCE INC 1.17% 4.989 M $ 18297 2024/12/31 122.508 K $ 1.61 %
2025/06/30 GOOGL ALPHABET INC 1.14% 4.857 M $ 27558 2024/12/31 671.729 K $ 13.60 %
2025/06/30 META META PLATFORMS INC 1.01% 4.308 M $ 5837 2024/12/31 643.685 K $ 28.26 %
2025/06/30 JPM JPMORGAN CHASE & CO. 0.95% 4.023 M $ 13878 2024/12/31 501.951 K $ 18.24 %
2025/06/30 ISRG INTUITIVE SURGICAL INC 0.93% 3.948 M $ 7265 2024/12/31 856.651 K $ 9.71 %
2025/06/30 AVGO BROADCOM INC 0.91% 3.876 M $ 14063 2025/03/31 1.683 M $ 61.72 %
2025/06/30 SHOP SHOPIFY INC 0.76% 3.211 M $ 27839 2025/03/31 457.566 K $ 20.81 %
2025/06/30 SPY SPDR S&P 500 ETF TR 0.71% 3.022 M $ 4889 2025/03/31 285.810 K $ 10.46 %
2025/06/30 ANET ARISTA NETWORKS INC 0.71% 3.003 M $ 29350 2024/12/31 622.115 K $ 30.18 %
2025/06/30 MRVL MARVELL TECHNOLOGY INC 0.71% 3.000 M $ 38758 2025/03/31 302.479 K $ 26.25 %
2025/06/30 CEG CONSTELLATION ENERGY CORP 0.69% 2.913 M $ 9026 2024/12/31 832.647 K $ 54.26 %
2025/06/30 VRT VERTIV HOLDINGS CO 0.52% 2.223 M $ 17312 2024/12/31 1.124 M $ 77.85 %
2025/06/30 AMD ADVANCED MICRO DEVICES INC 0.50% 2.140 M $ 15080 2024/12/31 681.579 K $ 40.11 %
2025/06/30 BSX BOSTON SCIENTIFIC CORP 0.46% 1.959 M $ 18239 2024/12/31 87.312 K $ 6.40 %
2025/06/30 CP CANADIAN PACIFIC KANSAS CITY 0.45% 1.917 M $ 24184 2025/03/31 204.176 K $ 12.90 %
2025/06/30 TSLA TESLA INC 0.43% 1.818 M $ 5723 2024/12/31 315.900 K $ 22.57 %
2025/06/30 ABC CENCORA INC 0.38% 1.626 M $ 5424 2024/12/31 0.000 $ 0.00 %
2025/06/30 UBER UBER TECHNOLOGIES INC 0.37% 1.561 M $ 16733 2025/03/31 490.559 K $ 28.05 %
2025/06/30 BLK BLACKROCK INC 0.34% 1.464 M $ 1395 2024/12/31 105.339 K $ 11.12 %
2025/06/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.33% 1.419 M $ 6266 2024/12/31 2.537 M $ 36.43 %
2025/06/30 CAH CARDINAL HEALTH INC 0.33% 1.416 M $ 8429 2024/12/31 245.074 K $ 21.94 %
2025/06/30 DHR DANAHER CORPORATION 0.32% 1.371 M $ 6942 2024/12/31 -221.979 K $ -3.64 %
2025/06/30 CAT CATERPILLAR INC 0.32% 1.357 M $ 3495 2024/12/31 110.161 K $ 18.89 %
2025/06/30 NOW SERVICENOW INC 0.30% 1.293 M $ 1258 2025/03/31 68.422 K $ 28.25 %
2025/06/30 PGR PROGRESSIVE CORP 0.30% 1.291 M $ 4837 2025/03/31 -55.765 K $ -5.73 %
2025/06/30 CDNS CADENCE DESIGN SYSTEM INC 0.28% 1.192 M $ 3867 2024/12/31 183.203 K $ 18.66 %
2025/06/30 PH PARKER-HANNIFIN CORP 0.28% 1.191 M $ 1705 2025/06/30 0.000 $ 0.00 %
2025/06/30 DOCU DOCUSIGN INC 0.27% 1.169 M $ 15005 2024/12/31 -58.732 K $ -4.31 %
2025/06/30 MA MASTERCARD INCORPORATED 0.27% 1.161 M $ 2066 2024/12/31 207.286 K $ 2.52 %
2025/06/30 A AGILENT TECHNOLOGIES INC 0.26% 1.088 M $ 9223 2024/12/31 11.118 K $ 0.90 %
2025/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.25% 1.063 M $ 2189 2024/12/31 -109.909 K $ -8.78 %
2025/06/30 ORCL ORACLE CORP 0.25% 1.051 M $ 4807 2025/03/31 394.099 K $ 56.04 %
2025/06/30 TRMB TRIMBLE INC 0.24% 1.009 M $ 13275 2024/12/31 154.949 K $ 15.74 %
2025/06/30 ARM ARM HOLDINGS PLC 0.21% 905.744 K $ 5600 2024/12/31 347.284 K $ 51.46 %
2025/06/30 DGX QUEST DIAGNOSTICS INC 0.21% 876.954 K $ 4882 2024/12/31 54.361 K $ 6.16 %
2025/06/30 LNG CHENIERE ENERGY INC 0.20% 867.419 K $ 3562 2024/12/31 1.575 K $ 5.24 %
2025/06/30 LH LABCORP HOLDINGS INC 0.17% 720.853 K $ 2746 2024/12/31 90.887 K $ 12.79 %
2025/06/30 REVVITY INC 0.16% 700.543 K $ 7243 2024/12/31 -70.215 K $ -8.58 %
2025/06/30 ADSK AUTODESK INC 0.16% 692.509 K $ 2237 2025/03/31 32.388 K $ 17.80 %
2025/06/30 FEZ SPDR INDEX SHS FDS 0.16% 691.493 K $ 11654 2025/03/31 61.999 K $ 9.84 %
2025/06/30 WAT WATERS CORP 0.16% 680.279 K $ 1949 2025/03/31 -32.536 K $ -5.30 %
2025/06/30 EPP ISHARES INC 0.14% 610.498 K $ 12362 2025/03/31 65.147 K $ 11.92 %
2025/06/30 HLT HILTON WORLDWIDE HLDGS INC 0.14% 585.416 K $ 2198 2025/03/31 16.214 K $ 17.20 %
2025/06/30 TLT ISHARES TR 0.13% 568.840 K $ 6449 2025/03/31 -17.928 K $ -3.06 %
2025/06/30 DXCM DEXCOM INC 0.13% 557.871 K $ 6391 2024/12/31 150.689 K $ 27.82 %
2025/06/30 IQV IQVIA HLDGS INC 0.12% 530.764 K $ 3368 2024/12/31 -69.283 K $ -10.61 %
2025/06/30 SHY ISHARES TR 0.12% 517.869 K $ 6251 2025/03/31 812.000 $ 0.16 %
2025/06/30 COO COOPER COS INC 0.12% 517.689 K $ 7275 2024/12/31 -102.446 K $ -15.64 %
2025/06/30 VEEV VEEVA SYS INC 0.11% 468.256 K $ 1626 2024/12/31 97.767 K $ 24.33 %
2025/06/30 ZTS ZOETIS INC 0.11% 447.733 K $ 2871 2024/12/31 -26.674 K $ -5.28 %
2025/06/30 ELV ELEVANCE HEALTH INC 0.11% 447.304 K $ 1150 2024/12/31 -56.442 K $ -10.58 %
2025/06/30 SYK STRYKER CORPORATION 0.10% 412.643 K $ 1043 2025/03/31 8.557 K $ 6.27 %
2025/06/30 ALGN ALIGN TECHNOLOGY INC 0.09% 369.383 K $ 1951 2024/12/31 63.438 K $ 19.18 %
2025/06/30 NFLX NETFLIX INC 0.08% 322.731 K $ 241 2024/12/31 113.848 K $ 37.51 %
2025/06/30 MELI MERCADOLIBRE INC 0.07% 313.636 K $ 120 2024/12/31 79.531 K $ 28.43 %
2025/06/30 WMT WALMART INC 0.07% 307.323 K $ 3143 2024/12/31 12.917 K $ 10.27 %
2025/06/30 LULU LULULEMON ATHLETICA INC 0.06% 247.559 K $ 1042 2024/12/31 -50.528 K $ -16.07 %
2025/06/30 ABBV ABBVIE INC 0.03% 136.431 K $ 735 2024/12/31 -29.755 K $ -12.25 %
2025/06/30 FTNT FORTINET INC 0.03% 125.913 K $ 1191 2025/03/31 11.266 K $ 9.12 %
2025/06/30 SNPS SYNOPSYS INC 0.03% 124.582 K $ 243 2025/03/31 40.238 K $ 19.55 %
2025/06/30 MRNA MODERNA INC 0.02% 105.449 K $ 3822 2024/12/31 -3.100 K $ -2.68 %
2025/06/30 TMO THERMO FISHER SCIENTIFIC INC 0.02% 105.420 K $ 260 2024/12/31 -1.076 M $ -18.54 %
2025/06/30 CTAS CINTAS CORP 0.02% 98.063 K $ 440 2025/03/31 4.335 K $ 8.44 %
2025/06/30 CLH CLEAN HARBORS INC 0.02% 93.397 K $ 404 2025/03/31 27.093 K $ 17.29 %
2025/06/30 WMB WILLIAMS COS INC 0.02% 92.959 K $ 1480 2025/03/31 1.143 K $ 5.21 %
2025/06/30 ECL ECOLAB INC 0.02% 91.341 K $ 339 2025/03/31 367.656 K $ 6.28 %
2025/06/30 C CITIGROUP INC 0.02% 88.781 K $ 1043 2025/03/31 14.737 K $ 20.66 %
2025/06/30 HQY HEALTHEQUITY INC 0.02% 81.609 K $ 779 2025/03/31 25.125 K $ 18.55 %
2025/06/30 CRWD CROWDSTRIKE HLDGS INC 0.02% 81.490 K $ 160 2025/03/31 35.420 K $ 44.45 %
2025/06/30 ZS ZSCALER INC 0.02% 79.113 K $ 252 2025/03/31 60.994 K $ 58.22 %
2025/06/30 DIS DISNEY WALT CO 0.02% 78.127 K $ 630 2024/12/31 21.235 K $ 26.64 %
2025/06/30 SNOW SNOWFLAKE INC 0.02% 77.425 K $ 346 2025/03/31 69.771 K $ 53.10 %
2025/06/30 EQIX EQUINIX INC 0.02% 77.161 K $ 97 2025/03/31 -3.956 K $ -2.44 %
2025/06/30 WCN WASTE CONNECTIONS INC 0.02% 74.534 K $ 293 2025/03/31 -5.065 K $ -3.02 %
2025/06/30 HOLX HOLOGIC INC 0.02% 69.200 K $ 1062 2025/03/31 6.315 K $ 5.49 %
2025/06/30 KO COCA COLA CO 0.02% 68.628 K $ 970 2024/12/31 -843.000 $ -1.20 %
2025/06/30 DLR DIGITAL RLTY TR INC 0.01% 61.888 K $ 355 2025/03/31 20.486 K $ 21.66 %
2025/06/30 JNJ JOHNSON & JOHNSON 0.01% 61.406 K $ 402 2024/12/31 -5.262 K $ -8.37 %
2025/06/30 NDAQ NASDAQ INC 0.01% 58.928 K $ 659 2025/03/31 19.784 K $ 17.88 %
2025/06/30 CNM CORE & MAIN INC 0.01% 57.816 K $ 958 2025/03/31 26.066 K $ 24.92 %
2025/06/30 SPGI S&P GLOBAL INC 0.01% 57.475 K $ 109 2025/03/31 4.260 K $ 3.78 %
2025/06/30 STN STANTEC INC 0.01% 56.898 K $ 384 2025/03/31 25.607 K $ 21.66 %
2025/06/30 INTU INTUIT 0.01% 54.347 K $ 69 2025/03/31 24.483 K $ 28.28 %
2025/06/30 VRNS VARONIS SYS INC 0.01% 52.679 K $ 1038 2025/03/31 20.352 K $ 25.46 %
2025/06/30 COST COSTCO WHSL CORP NEW 0.01% 52.467 K $ 53 2025/03/31 4.592 K $ 4.67 %
2025/06/30 OSIS OSI SYSTEMS INC 0.01% 52.393 K $ 233 2025/03/31 13.398 K $ 15.70 %
2025/06/30 MSCI MSCI INC 0.01% 51.330 K $ 89 2025/03/31 2.090 K $ 1.99 %
2025/06/30 ROL ROLLINS INC 0.01% 51.117 K $ 906 2025/03/31 4.813 K $ 4.42 %