Companies included in AOTG
This is AOTG's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–41 of 41.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 52,530 | NS | 11.49% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 17,163 | NS | 7.94% |
| AMD | Advanced Micro Devices Inc | 31,591 | NS | 7.81% |
| GOOGL | Alphabet Inc | 19,383 | NS | 7.46% |
| TOST | Toast Inc | 189,274 | NS | 6.38% |
| APP | AppLovin Corp | 9,715 | NS | 5.22% |
| AMZN | Amazon.com Inc | 17,722 | NS | 4.6% |
| MSFT | Microsoft Corp | 9,040 | NS | 4.38% |
| NU | NU Holdings Ltd/Cayman Islands | 235,408 | NS | 4.35% |
| HOOD | Robinhood Markets Inc | 42,641 | NS | 3.99% |
| CRM | Salesforce Inc | 15,348 | NS | 3.69% |
| SHOP | Shopify Inc | 23,541 | NS | 3.51% |
| MU | Micron Technology Inc | 5,872 | NS | 2.99% |
| TSLA | Tesla Inc | 4,311 | NS | 2.14% |
| ADBE | Adobe Inc | 6,490 | NS | 2.1% |
| SE | Sea Ltd | 14,493 | NS | 1.94% |
| VIRT | Virtu Financial Inc | 36,950 | NS | 1.89% |
| MELI | MercadoLibre Inc | 869 | NS | 1.89% |
| NFLX | Netflix Inc | 13,524 | NS | 1.61% |
| META | Meta Platforms Inc | 1,990 | NS | 1.59% |
| AVGO | Broadcom Inc | 3,970 | NS | 1.57% |
| SCHW | Charles Schwab Corp/The | 13,309 | NS | 1.56% |
| DOCN | DigitalOcean Holdings Inc | 20,399 | NS | 1.41% |
| WDAY | Workday Inc | 5,946 | NS | 0.98% |
| NOW | ServiceNow Inc | 6,620 | NS | 0.88% |
| SOFI | SoFi Technologies Inc | 36,211 | NS | 0.79% |
| ADSK | Autodesk Inc | 2,389 | NS | 0.73% |
| RELY | Remitly Global Inc | 31,437 | NS | 0.65% |
| VRT | Vertiv Holdings Co | 1,961 | NS | 0.62% |
| DDOG | Datadog Inc | 4,389 | NS | 0.61% |
| V | Visa Inc | 1,402 | NS | 0.55% |
| ANET | Arista Networks Inc | 2,444 | NS | 0.4% |
| OKTA | Okta Inc | 3,782 | NS | 0.34% |
| VEEV | Veeva Systems Inc | 1,434 | NS | 0.32% |
| HUBS | HubSpot Inc | 859 | NS | 0.28% |
| FGXXX | First American Government Obligations Fund | 216,907.92 | PA | 0.27% |
| LPLA | LPL Financial Holdings Inc | 668 | NS | 0.25% |
| INTU | Intuit Inc | 503 | NS | 0.25% |
| MA | Mastercard Inc | 354 | NS | 0.23% |
| COIN | Coinbase Global Inc | 839 | NS | 0.18% |
| SPOT | Spotify Technology SA | 274 | NS | 0.17% |
SEC N-PORT snapshot as of .