VEGA INVESTMENT SOLUTIONS

data from 31/03/2026

Capitalization

$ 418.400 M

-33.50%

Performance

$ -6.612 M

-7.30%

Average holding period

1 years

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 (%)
2026/03/31 PG PROCTER & GAMBLE CO 22.44% 93.893 M $ 650050 2025/12/31 752.726 K $ 0.79 %
2026/03/31 LLY ELI LILLY & CO 20.20% 84.508 M $ 91879 2025/12/31 -15.031 M $ -14.41 %
2026/03/31 PPG PPG INDS INC 8.19% 34.248 M $ 320430 2025/12/31 1.382 M $ 4.31 %
2026/03/31 TXN TEXAS INSTRS INC 7.10% 29.713 M $ 153050 2025/12/31 3.431 M $ 11.90 %
2026/03/31 MSFT MICROSOFT CORP 4.27% 17.875 M $ 48288 2025/12/31 -5.161 M $ -23.46 %
2026/03/31 NVDA NVIDIA CORPORATION 3.07% 12.827 M $ 73548 2025/12/31 -1.908 M $ -6.43 %
2026/03/31 AAPL APPLE INC 2.86% 11.972 M $ 47171 2025/12/31 -853.861 K $ -6.65 %
2026/03/31 GOOG ALPHABET INC 2.81% 11.752 M $ 40969 2025/12/31 -2.371 M $ -8.59 %
2026/03/31 AMZN AMAZON COM INC 2.12% 8.859 M $ 42537 2025/12/31 -948.001 K $ -9.77 %
2026/03/31 HPE HEWLETT PACKARD ENTERPRISE C 2.04% 8.552 M $ 359170 2025/12/31 -75.425 K $ -0.87 %
2026/03/31 RTX RTX CORPORATION 1.88% 7.855 M $ 40720 2025/12/31 394.250 K $ 5.18 %
2026/03/31 GOOGL ALPHABET INC 1.58% 6.623 M $ 23031 2025/12/31 -633.023 K $ -8.13 %
2026/03/31 AVGO BROADCOM INC 1.45% 6.083 M $ 19654 2025/12/31 -677.317 K $ -10.57 %
2026/03/31 META META PLATFORMS INC 1.12% 4.670 M $ 8162 2025/12/31 -654.158 K $ -13.33 %
2026/03/31 PANW PALO ALTO NETWORKS INC 1.09% 4.546 M $ 28356 2025/12/31 -1.753 M $ -11.83 %
2026/03/31 ANET ARISTA NETWORKS INC 0.97% 4.051 M $ 32995 2025/12/31 -280.764 K $ -6.30 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.96% 4.016 M $ 13654 2025/12/31 -446.911 K $ -8.71 %
2026/03/31 ISRG INTUITIVE SURGICAL INC 0.94% 3.922 M $ 8508 2025/12/31 -931.786 K $ -18.60 %
2026/03/31 VRT VERTIV HOLDINGS CO 0.77% 3.225 M $ 12870 2025/12/31 1.140 M $ 54.67 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.64% 2.667 M $ 9552 2025/12/31 -669.140 K $ -20.95 %
2026/03/31 MRVL MARVELL TECHNOLOGY INC 0.61% 2.551 M $ 25752 2025/12/31 362.330 K $ 16.56 %
2026/03/31 COR CENCORA INC 0.59% 2.475 M $ 7879 2025/12/31 -191.972 K $ -6.99 %
2026/03/31 AMD ADVANCED MICRO DEVICES INC 0.59% 2.457 M $ 12078 2025/12/31 -135.197 K $ -5.01 %
2026/03/31 CAH CARDINAL HEALTH INC 0.59% 2.452 M $ 11603 2025/12/31 69.574 K $ 2.83 %
2026/03/31 ORCL ORACLE CORP 0.48% 2.026 M $ 13769 2025/12/31 -658.779 K $ -24.52 %
2026/03/31 DHR DANAHER CORP DEL 0.45% 1.871 M $ 9868 2025/12/31 -399.963 K $ -17.18 %
2026/03/31 CAT CATERPILLAR INC 0.44% 1.836 M $ 2591 2025/12/31 102.370 K $ 23.67 %
2026/03/31 MRK MERCK & CO INC 0.43% 1.795 M $ 14924 2025/12/31 205.610 K $ 14.28 %
2026/03/31 CDNS CADENCE DESIGN SYSTEM INC 0.43% 1.782 M $ 6414 2025/12/31 -33.529 K $ -11.10 %
2026/03/31 ARM ARM HOLDINGS PLC 0.41% 1.694 M $ 11200 2025/12/31 470.064 K $ 38.40 %
2026/03/31 PH PARKER-HANNIFIN CORP 0.38% 1.591 M $ 1777 2025/12/31 36.092 K $ 1.85 %
2026/03/31 REGN REGENERON PHARMACEUTICALS 0.38% 1.589 M $ 2057 2025/12/31 9.769 K $ 0.10 %
2026/03/31 ABBV ABBVIE INC 0.37% 1.544 M $ 7100 2025/12/31 -73.887 K $ -4.81 %
2026/03/31 CRWD CROWDSTRIKE HLDGS INC 0.35% 1.476 M $ 3780 2025/12/31 -75.215 K $ -16.71 %
2026/03/31 DGX QUEST DIAGNOSTICS INC 0.31% 1.317 M $ 6720 2025/12/31 155.690 K $ 12.94 %
2026/03/31 WMT WALMART INC 0.30% 1.252 M $ 10071 2025/12/31 1.641 M $ 11.52 %
2026/03/31 WMB WILLIAMS COS INC 0.28% 1.191 M $ 16369 2025/12/31 34.209 K $ 21.08 %
2026/03/31 A AGILENT TECHNOLOGIES INC 0.28% 1.156 M $ 10138 2025/12/31 -232.784 K $ -16.23 %
2026/03/31 BLK BLACKROCK INC 0.26% 1.094 M $ 1138 2025/12/31 -185.431 K $ -10.15 %
2026/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.24% 1.007 M $ 4154 2025/12/31 -75.347 K $ -18.17 %
2026/03/31 LH LABCORP HOLDINGS INC 0.24% 991.733 K $ 3717 2025/12/31 61.011 K $ 6.35 %
2026/03/31 SCCO SOUTHERN COPPER CORP 0.23% 944.610 K $ 5490 2025/12/31 227.747 K $ 19.93 %
2026/03/31 WAT WATERS CORP 0.21% 881.488 K $ 2960 2025/12/31 -250.519 K $ -21.60 %
2026/03/31 REVVITY INC 0.21% 873.560 K $ 9971 2025/12/31 -336.380 K $ -33.79 %
2026/03/31 AKAM AKAMAI TECHNOLOGIES INC 0.21% 861.375 K $ 7500 2026/03/31 0.000 $ 0.00 %
2026/03/31 CLS CELESTICA INC 0.20% 845.040 K $ 3000 2026/03/31 0.000 $ 0.00 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.19% 803.619 K $ 1677 2025/12/31 -39.325 K $ -4.67 %
2026/03/31 INTC INTEL CORP 0.19% 794.340 K $ 18000 2025/12/31 1.642 M $ 19.34 %
2026/03/31 TJX TJX COS INC NEW 0.18% 771.032 K $ 4828 2025/12/31 4.567 K $ 3.96 %
2026/03/31 COO COOPER COS INC 0.17% 716.001 K $ 10014 2025/12/31 -108.104 K $ -12.76 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 0.16% 688.067 K $ 2036 2025/12/31 79.087 K $ 11.21 %
2026/03/31 HLT HILTON WORLDWIDE HLDGS INC 0.16% 661.374 K $ 2175 2025/12/31 67.606 K $ 5.86 %
2026/03/31 BSX BOSTON SCIENTIFIC CORP 0.16% 652.663 K $ 10401 2025/12/31 -375.388 K $ -34.19 %
2026/03/31 GEV GE VERNOVA INC 0.15% 628.488 K $ 720 2025/12/31 200.248 K $ 33.56 %
2026/03/31 IQV IQVIA HLDGS INC 0.15% 618.549 K $ 3627 2025/12/31 -150.234 K $ -24.34 %
2026/03/31 MA MASTERCARD INCORPORATED 0.14% 593.097 K $ 1187 2025/12/31 -133.395 K $ -12.48 %
2026/03/31 C CITIGROUP INC 0.14% 582.928 K $ 5140 2025/12/31 -3.214 K $ -2.81 %
2026/03/31 CTAS CINTAS CORP 0.13% 536.682 K $ 3173 2025/12/31 -2.536 K $ -10.07 %
2026/03/31 UBER UBER TECHNOLOGIES INC 0.12% 503.510 K $ 7000 2025/12/31 -141.839 K $ -11.97 %
2026/03/31 QCOM QUALCOMM INC 0.11% 467.601 K $ 3631 2026/03/31 0.000 $ 0.00 %
2026/03/31 ZTS ZOETIS INC 0.11% 467.166 K $ 3952 2025/12/31 -31.033 K $ -6.05 %
2026/03/31 HPQ HP INC 0.11% 461.040 K $ 24000 2025/12/31 -73.680 K $ -13.78 %
2026/03/31 ALGN ALIGN TECHNOLOGY INC 0.11% 460.119 K $ 2684 2025/12/31 42.325 K $ 9.79 %
2026/03/31 KMI KINDER MORGAN INC DEL 0.09% 360.984 K $ 10766 2026/03/31 0.000 $ 0.00 %
2026/03/31 HWM HOWMET AEROSPACE INC 0.08% 339.007 K $ 1471 2026/03/31 0.000 $ 0.00 %
2026/03/31 MRNA MODERNA INC 0.08% 334.976 K $ 6594 2025/12/31 145.014 K $ 72.26 %
2026/03/31 CRM SALESFORCE INC 0.08% 333.766 K $ 1788 2025/12/31 -375.395 K $ -29.53 %
2026/03/31 ELV ELEVANCE HEALTH INC FORMERLY 0.07% 283.675 K $ 969 2025/12/31 -57.800 K $ -16.49 %
2026/03/31 ORLY OREILLY AUTOMOTIVE INC 0.06% 230.775 K $ 2500 2025/12/31 1.881 K $ 1.21 %
2026/03/31 MELI MERCADOLIBRE INC 0.05% 207.483 K $ 120 2025/12/31 -40.504 K $ -14.16 %
2026/03/31 NFLX NETFLIX INC. 0.05% 203.742 K $ 2119 2025/12/31 29.172 K $ 2.55 %
2026/03/31 GLW CORNING INC 0.05% 196.749 K $ 1447 2026/03/31 0.000 $ 0.00 %
2026/03/31 LNG CHENIERE ENERGY INC 0.03% 141.880 K $ 500 2025/12/31 44.685 K $ 45.97 %
2026/03/31 ADSK AUTODESK INC 0.03% 135.501 K $ 566 2025/12/31 -32.041 K $ -19.12 %
2026/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.03% 126.324 K $ 257 2025/12/31 -16.441 K $ -15.17 %
2026/03/31 CLH CLEAN HARBORS INC 0.03% 115.839 K $ 404 2025/12/31 21.109 K $ 22.28 %
2026/03/31 SNPS SYNOPSYS INC 0.02% 96.345 K $ 243 2025/12/31 -17.797 K $ -15.59 %
2026/03/31 EQIX EQUINIX INC 0.02% 95.084 K $ 97 2025/12/31 20.765 K $ 27.94 %
2026/03/31 DXCM DEXCOM INC 0.02% 90.118 K $ 1435 2025/12/31 -5.122 K $ -5.38 %
2026/03/31 APG API GROUP CORP 0.02% 82.053 K $ 2025 2025/12/31 4.576 K $ 5.91 %
2026/03/31 HOLX HOLOGIC INC 0.02% 80.277 K $ 1062 2025/12/31 1.168 K $ 1.48 %
2026/03/31 ECL ECOLAB INC 0.02% 79.806 K $ 300 2025/12/31 1.050 K $ 1.33 %
2026/03/31 KLAC KLA CORP 0.02% 73.621 K $ 50 2025/12/31 12.866 K $ 21.18 %
2026/03/31 JNJ JOHNSON & JOHNSON 0.02% 69.666 K $ 285 2026/03/31 0.000 $ 0.00 %
2026/03/31 WCN WASTE CONNECTIONS INC 0.02% 66.224 K $ 293 2025/12/31 -3.785 K $ -5.37 %
2026/03/31 HQY HEALTHEQUITY INC 0.02% 65.102 K $ 779 2025/12/31 -6.263 K $ -8.78 %
2026/03/31 NOW SERVICENOW INC 0.02% 64.299 K $ 615 2025/12/31 -29.913 K $ -31.75 %
2026/03/31 DLR DIGITAL RLTY TR INC 0.02% 63.975 K $ 355 2025/12/31 9.052 K $ 16.48 %
2026/03/31 CVS CVS HEALTH CORP 0.02% 63.489 K $ 884 2025/12/31 -4.071 K $ -9.50 %
2026/03/31 OSIS OSI SYSTEMS INC 0.01% 61.864 K $ 233 2025/12/31 2.434 K $ 4.10 %
2026/03/31 SYM SYMBOTIC INC 0.01% 58.574 K $ 1101 2025/12/31 -6.936 K $ -10.59 %
2026/03/31 WAB WABTEC 0.01% 57.480 K $ 230 2025/12/31 8.385 K $ 17.08 %
2026/03/31 NDAQ NASDAQ INC 0.01% 55.943 K $ 659 2025/12/31 -8.066 K $ -12.60 %
2026/03/31 NTRA NATERA INC 0.01% 54.598 K $ 273 2025/12/31 -7.944 K $ -12.70 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 0.01% 52.811 K $ 53 2025/12/31 7.106 K $ 15.55 %
2026/03/31 SNOW SNOWFLAKE INC 0.01% 52.184 K $ 346 2025/12/31 -23.714 K $ -31.25 %
2026/03/31 MSI MOTOROLA SOLUTIONS INC 0.01% 52.077 K $ 120 2025/12/31 1.078 M $ 13.16 %
2026/03/31 NYT NEW YORK TIMES CO MTN BE 0.01% 50.322 K $ 601 2025/12/31 8.600 K $ 20.61 %
2026/03/31 ROL ROLLINS INC 0.01% 48.390 K $ 906 2025/12/31 -5.988 K $ -11.01 %
2026/03/31 MSCI MSCI INC 0.01% 47.972 K $ 89 2025/12/31 -491.496 K $ -5.97 %