Symbol	Q1 2026	Q4 2025	Q3 2025	Q2 2025
GOOG	16.8%	16.9%	13.9%	11.1%
GOOGL	16.8%	16.8%	13.8%	11.0%
COST	9.8%	7.9%	8.8%	10.2%
PNC	7.6%	7.1%	7.1%	7.2%
V	7.5%	8.1%	8.2%	9.3%
SCHW	7.3%	7.3%	7.3%	7.6%
TJX	6.9%	6.6%	6.5%	6.1%
AXP	5.8%	6.7%	6.2%	6.5%
ACN	5.5%	6.9%	6.6%	8.6%
HD	5.2%	5.1%	6.3%	6.0%

Price change since reported price, ranked by portfolio contribution

GOOGL+26.51%

GOOG+26.23%

PNC+12.03%

TROW+19.95%

AXP+12.94%

Price change since reported price, ranked by portfolio contribution

ACN-21.32%

SCHW+0.56%

COST-2.95%

FAST-3.28%

Sector Analysis

Materials0.0%

Financials32.1%

Healthcare0.1%

Technology5.8%

Industrials4.4%

Consumer Staples9.8%

Communication Services33.5%

Consumer Discretionary14.4%

Trading Summary

No stocks in this category