Institutional manager
Geode
Holds positions in 488 of the S&P 500, worth $1.40tn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$1.40tnS&P 500 positions only
Top ten weight37%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
NvidiaNVDA601.3m$104.6bnInformation TechnologyApple Inc.AAPL368.6m$93.3bnInformation TechnologyAlphabet Inc. (Class A)GOOGL263.5m$75.4bnCommunication ServicesMicrosoftMSFT188.5m$69.6bnInformation TechnologyAmazonAMZN233.2m$48.4bnConsumer DiscretionaryBroadcomAVGO114.3m$35.3bnInformation TechnologyMeta PlatformsMETA54.2m$30.9bnCommunication ServicesTesla, Inc.TSLA68.0m$25.2bnConsumer DiscretionaryBerkshire HathawayBRK.B41.2m$19.7bnFinancialsLilly (Eli)LLY20.2m$18.5bnHealth CareJPMorgan ChaseJPM62.6m$18.3bnFinancialsExxonMobilXOM95.5m$16.1bnEnergyJohnson & JohnsonJNJ59.2m$14.4bnHealth CareVisa Inc.V44.9m$13.5bnFinancialsWalmartWMT105.9m$13.1bnConsumer StaplesCostcoCOST10.7m$10.6bnConsumer StaplesMastercardMA21.1m$10.5bnFinancialsAbbVieABBV46.7m$10.1bnHealth CareNetflixNFLX103.5m$9.92bnCommunication ServicesProcter & GamblePG64.4m$9.30bnConsumer StaplesMicron TechnologyMU27.4m$9.24bnInformation TechnologyChevron CorporationCVX43.7m$9.00bnEnergyHome Depot (The)HD24.9m$8.19bnConsumer DiscretionaryPalantir TechnologiesPLTR55.9m$8.15bnInformation TechnologyAdvanced Micro DevicesAMD39.8m$8.08bnInformation TechnologyCiscoCSCO102.1m$7.91bnInformation TechnologyCaterpillar Inc.CAT11.1m$7.89bnIndustrialsBank of AmericaBAC157.9m$7.67bnFinancialsLam ResearchLRCX35.2m$7.50bnInformation TechnologyApplied MaterialsAMAT21.9m$7.48bnInformation TechnologyGE AerospaceGE25.4m$7.19bnIndustrialsMerck & Co.MRK59.6m$7.14bnHealth CareCoca-Cola Company (The)KO93.0m$7.05bnConsumer StaplesRTX CorporationRTX33.2m$6.40bnIndustrialsPhilip Morris InternationalPM38.5m$6.36bnConsumer StaplesUnitedHealth GroupUNH22.8m$6.14bnHealth CareGoldman SachsGS7.1m$6.01bnFinancialsLinde plcLIN11.8m$5.87bnMaterialsWells FargoWFC73.8m$5.86bnFinancialsOracle CorporationORCL38.9m$5.70bnInformation TechnologyIBMIBM23.1m$5.58bnInformation TechnologyMcDonald'sMCD18.0m$5.57bnConsumer DiscretionaryGE VernovaGEV6.4m$5.56bnIndustrialsAmgenAMGN15.4m$5.41bnHealth CareKLA CorporationKLAC3.7m$5.40bnInformation TechnologyPepsiCoPEP34.6m$5.37bnConsumer StaplesVerizonVZ106.2m$5.31bnCommunication ServicesAT&TT175.0m$5.06bnCommunication ServicesIntelINTC109.5m$4.82bnInformation TechnologyCitigroupC42.3m$4.79bnFinancialsTJX CompaniesTJX29.2m$4.65bnConsumer DiscretionaryTexas InstrumentsTXN23.6m$4.57bnInformation TechnologyMorgan StanleyMS27.7m$4.54bnFinancialsNextEra EnergyNEE48.3m$4.47bnUtilitiesAmerican ExpressAXP14.2m$4.27bnFinancialsSalesforceCRM22.2m$4.14bnInformation TechnologyGilead SciencesGILD29.7m$4.14bnHealth CareThermo Fisher ScientificTMO8.4m$4.11bnHealth CareAbbott LaboratoriesABT39.1m$4.00bnHealth CareWalt Disney Company (The)DIS41.6m$3.99bnCommunication Services
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.