Institutional manager
Ethic Inc.
Holds positions in 475 of the S&P 500, worth $5.37bn as reported for the quarter ended 31-mar-2026.
Positions held475of 488 index companies covered
Reported value$5.37bnS&P 500 positions only
Top ten weight37%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 475 held. The rest are smaller than every one of these.
NvidiaNVDA2.4m$427mInformation TechnologyApple Inc.AAPL1.5m$379mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.2m$337mCommunication ServicesMicrosoftMSFT713,147$264mInformation TechnologyAmazonAMZN786,167$164mConsumer DiscretionaryBroadcomAVGO359,152$111mInformation TechnologyMeta PlatformsMETA160,496$92mCommunication ServicesLilly (Eli)LLY84,534$78mHealth CareTesla, Inc.TSLA178,381$66mConsumer DiscretionaryVisa Inc.V186,799$56mFinancialsNetflixNFLX510,430$49mCommunication ServicesMastercardMA90,878$45mFinancialsMicron TechnologyMU125,702$42mInformation TechnologyGoldman SachsGS50,066$42mFinancialsCiscoCSCO518,983$40mInformation TechnologyCaterpillar Inc.CAT56,155$40mIndustrialsMerck & Co.MRK326,297$39mHealth CareApplied MaterialsAMAT108,317$37mInformation TechnologyLam ResearchLRCX171,923$37mInformation TechnologyHome Depot (The)HD100,997$33mConsumer DiscretionaryMorgan StanleyMS199,266$33mFinancialsAdvanced Micro DevicesAMD160,133$33mInformation TechnologyOracle CorporationORCL214,855$32mInformation TechnologyIBMIBM126,485$31mInformation TechnologyAT&TT1.0m$30mCommunication ServicesVerizonVZ563,472$28mCommunication ServicesGE VernovaGEV32,152$28mIndustrialsTJX CompaniesTJX173,844$28mConsumer DiscretionaryBerkshire HathawayBRK.B53,522$26mFinancialsJohnson & JohnsonJNJ103,413$25mHealth CareUnitedHealth GroupUNH93,211$25mHealth CareKLA CorporationKLAC17,003$25mInformation TechnologyAmerican ExpressAXP81,455$25mFinancialsJPMorgan ChaseJPM83,705$25mFinancialsBNY MellonBNY205,216$24mFinancialsThermo Fisher ScientificTMO48,230$24mHealth CareAbbott LaboratoriesABT224,621$23mHealth CareChubb LimitedCB70,221$23mFinancialsBank of AmericaBAC468,172$23mFinancialsPfizerPFE800,505$22mHealth CareSalesforceCRM117,376$22mInformation TechnologyWelltowerWELL110,503$22mReal EstateWalmartWMT173,884$22mConsumer StaplesWalt Disney Company (The)DIS215,517$21mCommunication ServicesIntelINTC470,162$21mInformation TechnologyBooking HoldingsBKNG4,884$21mConsumer DiscretionaryCorning Inc.GLW150,019$20mInformation TechnologyLowe'sLOW85,979$20mConsumer DiscretionaryCostcoCOST19,848$20mConsumer StaplesCME GroupCME66,949$20mFinancialsIntuitive SurgicalISRG42,798$20mHealth CareConsolidated EdisonED164,899$19mUtilitiesS&P GlobalSPGI43,047$18mFinancialsStryker CorporationSYK55,439$18mHealth CareAmgenAMGN50,540$18mHealth CarePNC Financial ServicesPNC84,626$18mFinancialsExelonEXC358,659$18mUtilitiesDeere & CompanyDE31,208$18mIndustrialsExxonMobilXOM103,593$18mEnergyAbbVieABBV80,720$18mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.