Holdings
Dividend Growth Portfolio
As of Jun 30, 2026, Dividend Growth Portfolio reported 50 positions worth US$199M. Largest: Nvidia Corporation, Microsoft Corp. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 76,683 | US$15.3M | +3,519 | Jun 30, 2026 |
| Microsoft Corp. | 30,556 | US$11.4M | −373 | Jun 30, 2026 |
| Broadcom Inc. | 22,958 | US$8.67M | −285 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 115K | US$8.65M | +15,743 | Jun 30, 2026 |
| Lam Research Corporation | 18,475 | US$8.01M | −229 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,820 | US$7.44M | new | Jun 30, 2026 |
| Eli Lilly And Company | 5,831 | US$6.99M | −72 | Jun 30, 2026 |
| Johnson & Johnson | 25,739 | US$6.54M | −319 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 19,184 | US$6.28M | −238 | Jun 30, 2026 |
| Morgan Stanley | 27,994 | US$5.85M | −186 | Jun 30, 2026 |