KHLHCON2025

Распределение активов

Позиция	Категория/Сектор	Целевая доля
NVDA NVIDIA Corporation	Technology	10.80%
MSFT Microsoft Corporation	Technology	10.45%
AAPL Apple Inc	Technology	9.06%
GOOG Alphabet Inc	Communication Services	7.46%
LLY Eli Lilly and Company	Healthcare	5.93%
TMO Thermo Fisher Scientific Inc.	Healthcare	4.13%
AMZN Amazon.com, Inc	Consumer Cyclical	3.65%
ORCL Oracle Corporation	Technology	3.02%
COST Costco Wholesale Corporation	Consumer Defensive	2.08%
MCD McDonald's Corporation	Consumer Cyclical	1.90%
JNJ Johnson & Johnson	Healthcare	1.74%
AMGN Amgen Inc.	Healthcare	1.69%
MU Micron Technology, Inc.	Technology	1.49%
CAT Caterpillar Inc.	Industrials	1.38%
CRWD CrowdStrike Holdings, Inc.	Technology	1.37%
PLTR Palantir Technologies Inc.	Technology	1.23%
TSLA Tesla, Inc.	Consumer Cyclical	1.21%
JPM JPMorgan Chase & Co.	Financial Services	1.20%
LHX L3Harris Technologies, Inc.	Industrials	1.15%
CVX Chevron Corporation	Energy	1.14%
EMBJ Embraer S.A	Industrials	1.01%
WMT Walmart Inc.	Consumer Defensive	1%
DE Deere & Company	Industrials	0.97%
HTGC Hercules Capital, Inc.	Financial Services	0.97%
CSCO Cisco Systems, Inc.	Technology	0.84%
MLM Martin Marietta Materials, Inc.	Basic Materials	0.84%
TXN Texas Instruments Incorporated	Technology	0.84%
IBM International Business Machines Corporation	Technology	0.80%
CSX CSX Corporation	Industrials	0.75%
URI United Rentals, Inc.	Industrials	0.74%
ABBV AbbVie Inc.	Healthcare	0.70%
CMI Cummins Inc.	Industrials	0.70%
BX Blackstone Inc.	Financial Services	0.68%
ICE Intercontinental Exchange, Inc.	Financial Services	0.67%
KRE SPDR S&P Regional Banking ETF	Financials Equities	0.67%
MRK Merck & Co., Inc.	Healthcare	0.65%
XEL Xcel Energy Inc.	Utilities	0.64%
EOG EOG Resources, Inc.	Energy	0.61%
CMS CMS Energy Corporation	Utilities	0.59%
BAC Bank of America Corporation	Financial Services	0.57%
UAL United Airlines Holdings, Inc.	Industrials	0.57%
WEC WEC Energy Group, Inc.	Utilities	0.57%
WTRG Essential Utilities, Inc.	Utilities	0.54%
BA The Boeing Company	Industrials	0.52%
HDB HDFC Bank Limited	Financial Services	0.50%
NVS Novartis AG	Healthcare	0.48%
META Meta Platforms, Inc.	Communication Services	0.45%
PM Philip Morris International Inc.	Consumer Defensive	0.44%
LMT Lockheed Martin Corporation	Industrials	0.43%
SBUX Starbucks Corporation	Consumer Cyclical	0.43%
GRMN Garmin Ltd.	Technology	0.42%
WAT Waters Corporation	Healthcare	0.36%
ES Eversource Energy	Utilities	0.32%
HXL Hexcel Corporation	Industrials	0.31%
MS Morgan Stanley	Financial Services	0.31%
GLW Corning Incorporated	Technology	0.30%
XOM Exxon Mobil Corporation	Energy	0.29%
BNY The Bank of New York Mellon Corporation	Financial Services	0.28%
HD The Home Depot, Inc.	Consumer Cyclical	0.28%
UBER Uber Technologies, Inc.	Technology	0.28%
VZ Verizon Communications Inc.	Communication Services	0.28%
DVN Devon Energy Corporation	Energy	0.25%
SHEL Shell plc	Energy	0.25%
NVO Novo Nordisk A/S	Healthcare	0.22%
XOP SPDR S&P Oil & Gas Exploration & Production ETF	Energy Equities	0.22%
MA Mastercard Incorporated	Financial Services	0.21%
V Visa Inc.	Financial Services	0.21%
BP BP p.l.c.	Energy	0.20%
WULF TeraWulf Inc.	Financial Services	0.20%
FCX Freeport-McMoRan Inc.	Basic Materials	0.18%
ONON On Holding AG	Consumer Cyclical	0.16%
FULT Fulton Financial Corporation	Financial Services	0.15%
DHI D.R. Horton, Inc.	Consumer Cyclical	0.14%
LULU Lululemon Athletica Inc.	Consumer Cyclical	0.14%
ENDP		0.13%
INTC Intel Corporation	Technology	0.13%
MDLZ Mondelez International, Inc.	Consumer Defensive	0.13%
ADP Automatic Data Processing, Inc.	Industrials	0.12%
TOST Toast, Inc.	Technology	0.12%
UNP Union Pacific Corporation	Industrials	0.12%
GEHC GE HealthCare Technologies Inc.	Healthcare	0.11%
ROP Roper Technologies, Inc.	Industrials	0.11%
HON Honeywell International Inc	Industrials	0.09%
JOBY Joby Aviation, Inc.	Industrials	0.09%
MP MP Materials Corp.	Basic Materials	0.09%
TT Trane Technologies plc	Industrials	0.09%
HSIC Henry Schein, Inc.	Healthcare	0.06%
NKE NIKE, Inc.	Consumer Cyclical	0.06%
GD General Dynamics Corporation		0.05%
NTR Nutrien Ltd.	Basic Materials	0.05%
ITW Illinois Tool Works Inc.	Industrials	0.04%
PEP PepsiCo, Inc.	Consumer Defensive	0.04%
PG The Procter & Gamble Company	Consumer Defensive	0.04%
PLD Prologis, Inc.	Real Estate	0.04%
DGNX Diginex Ltd	Industrials	0.02%
EMN Eastman Chemical Company	Basic Materials	0.02%
OKE ONEOK, Inc.	Energy	0.02%
DECK Deckers Outdoor Corporation	Consumer Cyclical	0.01%
SOS SOS Limited	Technology	0.01%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

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