Companies included in SFYF
This is SFYF'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 1–52 of 52.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| TSLA | Tesla Inc | 8,548 | NS | 9.633989% |
| NVDA | NVIDIA Corp | 15,676 | NS | 7.77749% |
| AMZN | Amazon.com Inc | 10,750 | NS | 6.321101% |
| BRK/B | Berkshire Hathaway Inc | 3,326 | NS | 4.702574% |
| AAPL | Apple Inc | 5,773 | NS | 4.270379% |
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 1,513,590 | NS | 4.238118% |
| PLTR | Palantir Technologies Inc | 10,219 | NS | 3.925508% |
| GOOGL | Alphabet Inc | 4,431 | NS | 3.868006% |
| MSFT | Microsoft Corp | 3,486 | NS | 3.833518% |
| META | Meta Platforms Inc | 2,092 | NS | 3.79684% |
| COST | Costco Wholesale Corp | 1,306 | NS | 3.696316% |
| AMD | Advanced Micro Devices Inc | 6,327 | NS | 3.546897% |
| GOOG | Alphabet Inc | 3,578 | NS | 3.12008% |
| TSM | TSMC | 2,838 | NS | 2.97661% |
| RIVN | Rivian Automotive Inc | 65,987 | NS | 2.832471% |
| UNH | UnitedHealth Group Inc | 2,923 | NS | 2.400277% |
| MU | Micron Technology Inc | 2,019 | NS | 2.331247% |
| NFLX | Netflix Inc | 8,011 | NS | 2.158775% |
| AVGO | Broadcom Inc | 2,357 | NS | 2.108936% |
| WMT | Walmart Inc | 5,854 | NS | 2.097288% |
| LLY | Eli Lilly & Co | 600 | NS | 1.767371% |
| O | Realty Income Corp | 7,947 | NS | 1.490881% |
| GME | GameStop Corp | 19,958 | NS | 1.342876% |
| DIS | Walt Disney Co/The | 4,262 | NS | 1.265459% |
| INTC | Intel Corp | 9,454 | NS | 1.207371% |
| KO | Coca-Cola Co/The | 5,264 | NS | 1.202148% |
| XOM | Exxon Mobil Corp | 2,710 | NS | 1.157189% |
| SHOP | Shopify Inc | 3,410 | NS | 1.152748% |
| PFE | Pfizer Inc | 13,482 | NS | 1.043793% |
| COIN | Coinbase Global Inc | 2,077 | NS | 1.02269% |
| CVX | Chevron Corp | 1,929 | NS | 1.008744% |
| NIO | NIO Inc | 67,211 | NS | 0.916504% |
| PYPL | PayPal Holdings Inc | 6,969 | NS | 0.901719% |
| NKE | NIKE Inc | 4,973 | NS | 0.865833% |
| F | Ford Motor Co | 21,532 | NS | 0.849494% |
| RDDT | Reddit Inc | 1,974 | NS | 0.805934% |
| ORCL | Oracle Corp | 1,743 | NS | 0.709622% |
| JNJ | Johnson & Johnson | 931 | NS | 0.647618% |
| TGT | Target Corp | 1,939 | NS | 0.617799% |
| VZ | Verizon Communications Inc | 4,389 | NS | 0.61619% |
| T | AT&T Inc | 7,239 | NS | 0.567749% |
| BA | Boeing Co/The | 878 | NS | 0.559369% |
| DAL | Delta Air Lines Inc | 2,626 | NS | 0.483087% |
| SBUX | Starbucks Corp | 1,669 | NS | 0.458074% |
| SOUN | SoundHound AI Inc | 17,933 | NS | 0.431834% |
| FIG | Figma Inc | 4,088 | NS | 0.336415% |
| LCID | Lucid Group Inc | 11,806 | NS | 0.330573% |
| TLRY | Tilray Brands Inc | 9,436 | NS | 0.207935% |
| KLAR | Klarna Group PLC | 5,447 | NS | 0.206815% |
| AMC | AMC Entertainment Holdings Inc | 49,544 | NS | 0.160921% |
| FGXXX | First American Government Obli | 43,499 | NS | 0.1218% |
| STUB | Stubhub Holdings Inc | 3,321 | NS | 0.088991% |
SEC N-PORT snapshot as of .