Companies included in SAWG
This is SAWG'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 1–44 of 44.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 894 | NS | 7.083028% |
| MSFT | Microsoft Corp | 419 | NS | 6.783068% |
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 157,616 | NS | 6.257293% |
| AAPL | Apple Inc | 558 | NS | 6.011048% |
| GOOGL | Alphabet Inc | 310 | NS | 4.735687% |
| AMZN | Amazon.com Inc | 415 | NS | 4.366953% |
| AVGO | Broadcom Inc | 239 | NS | 3.960662% |
| META | Meta Platforms Inc | 124 | NS | 3.012281% |
| UTHR | United Therapeutics Corp | 125 | NS | 2.835296% |
| EXEL | Exelixis Inc | 1,599 | NS | 2.822306% |
| AZO | AutoZone Inc | 19 | NS | 2.793922% |
| AMD | Advanced Micro Devices Inc | 195 | NS | 2.744257% |
| AGPXX | Invesco Government & Agency Po | 66,792.89 | NS | 2.651651% |
| CME | CME Group Inc | 231 | NS | 2.639485% |
| LLY | Eli Lilly & Co | 70 | NS | 2.597228% |
| CBOE | Cboe Global Markets Inc | 211 | NS | 2.513739% |
| KDP | Keurig Dr Pepper Inc | 2,080 | NS | 2.42771% |
| INCY | Incyte Corp | 624 | NS | 2.360081% |
| VRSN | VeriSign Inc | 210 | NS | 2.239796% |
| KLAC | KLA Corp | 31 | NS | 2.154134% |
| CASY | Casey's General Stores Inc | 62 | NS | 2.02362% |
| AMAT | Applied Materials Inc | 129 | NS | 2.020282% |
| UNP | Union Pacific Corp | 178 | NS | 1.904288% |
| AME | AMETEK Inc | 199 | NS | 1.860502% |
| ANET | Arista Networks Inc | 263 | NS | 1.803264% |
| V | Visa Inc | 131 | NS | 1.715382% |
| CDNS | Cadence Design Systems Inc | 128 | NS | 1.674828% |
| HEI | HEICO Corp | 152 | NS | 1.628789% |
| APH | Amphenol Corp | 273 | NS | 1.596111% |
| QCOM | QUALCOMM Inc | 211 | NS | 1.504273% |
| ADSK | Autodesk Inc | 153 | NS | 1.439547% |
| ZTS | Zoetis Inc | 310 | NS | 1.414922% |
| DHR | Danaher Corp | 194 | NS | 1.378223% |
| MCD | McDonald's Corp | 112 | NS | 1.305406% |
| PG | Procter & Gamble Co/The | 216 | NS | 1.261314% |
| SYK | Stryker Corp | 90 | NS | 1.125948% |
| FTNT | Fortinet Inc | 333 | NS | 1.114576% |
| HD | Home Depot Inc/The | 85 | NS | 1.109525% |
| ORLY | O'Reilly Automotive Inc | 261 | NS | 1.029943% |
| EMR | Emerson Electric Co | 182 | NS | 1.014725% |
| CMCSA | Comcast Corp | 915 | NS | 0.982232% |
| RMD | ResMed Inc | 103 | NS | 0.874282% |
| TDG | TransDigm Group Inc | 18 | NS | 0.828913% |
| SPGI | S&P Global Inc | 39 | NS | 0.667667% |
SEC N-PORT snapshot as of .