AIVL Holdings Addition and Removal History
Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.
Additions
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| DTRXX | DREYFUS TRSY OBLIG CASH M | 2026-03-31 | Added / first present |
| AU | Anglogold Ashanti PLC | 2026-03-31 | Added / first present |
| CIEN | Ciena Corporation | 2026-03-31 | Added / first present |
| CME | CME Group Inc. | 2026-03-31 | Added / first present |
| ES | Eversource Energy | 2026-03-31 | Added / first present |
| EXC | Exelon Corp. | 2026-03-31 | Added / first present |
| FOXA | Fox Corporation | 2026-03-31 | Added / first present |
| JCI | Johnson Controls International PLC | 2026-03-31 | Added / first present |
| KMI | Kinder Morgan, Inc. | 2026-03-31 | Added / first present |
| LITE | Lumentum Holdings Inc. | 2026-03-31 | Added / first present |
| MRSH | Marsh & McLennan Companies, Inc. | 2026-03-31 | Added / first present |
| MU | Micron Technology Inc. | 2026-03-31 | Added / first present |
| NEU | Newmarket Corporation | 2026-03-31 | Added / first present |
| OHI | Omega Healthcare Investors, Inc. | 2026-03-31 | Added / first present |
| RBLX | Roblox Corporation | 2026-03-31 | Added / first present |
| RKLB | ROCKET LAB CORP | 2026-03-31 | Added / first present |
| SHW | The Sherwin-Williams Company | 2026-03-31 | Added / first present |
| SNDK | SANDISK CORP | 2026-03-31 | Added / first present |
| W | Wayfair Inc | 2026-03-31 | Added / first present |
| WDC | Western Digital Corp. | 2026-03-31 | Added / first present |
Removals
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| DREYFUS TRSY OBLIG CASH M | DREYFUS TRSY OBLIG CASH M | 2026-03-31 | Removed / first absent |
| BRK/B | Berkshire Hathaway Inc | 2026-03-31 | Removed / first absent |
| DSVXX | DREY INST PREF GOV MM-M | 2026-03-31 | Removed / first absent |
| MMC | Marsh & McLennan Cos Inc | 2026-03-31 | Removed / first absent |
| MPW | Medical Properties Trust Inc | 2026-03-31 | Removed / first absent |
| NSA | National Storage Affiliates Tr | 2026-03-31 | Removed / first absent |
| AME | AMETEK Inc | 2026-03-31 | Removed / first absent |
| BRO | Brown & Brown Inc | 2026-03-31 | Removed / first absent |
| CMG | Chipotle Mexican Grill Inc | 2026-03-31 | Removed / first absent |
| CMS | CMS Energy Corp | 2026-03-31 | Removed / first absent |
| FDS | FactSet Research Systems Inc | 2026-03-31 | Removed / first absent |
| INTC | Intel Corp | 2026-03-31 | Removed / first absent |
| KMB | Kimberly-Clark Corp | 2026-03-31 | Removed / first absent |
| LMT | Lockheed Martin Corp | 2026-03-31 | Removed / first absent |
| LNC | Lincoln National Corp | 2026-03-31 | Removed / first absent |
| ROP | Roper Technologies Inc | 2026-03-31 | Removed / first absent |
| SBUX | Starbucks Corp | 2026-03-31 | Removed / first absent |
| UNH | UnitedHealth Group Inc | 2026-03-31 | Removed / first absent |
| WFC | Wells Fargo & Co | 2026-03-31 | Removed / first absent |
| WY | Weyerhaeuser Co | 2026-03-31 | Removed / first absent |
| XOM | Exxon Mobil Corp | 2026-03-31 | Removed / first absent |