Ethic Inc. Top Holdings and 13F Report (2026) About Ethic Inc.Investment ActivityEthic Inc. has $6.39 billion in total holdings as of March 31, 2026.Ethic Inc. owns shares of 1,246 different stocks, but just 244 companies or ETFs make up 80% of its holdings.Approximately 6.31% of the portfolio was purchased this quarter.About 7.12% of the portfolio was sold this quarter.This quarter, Ethic Inc. has purchased 1,219 new stocks and bought additional shares in 636 stocks.Ethic Inc. sold shares of 473 stocks and completely divested from 104 stocks this quarter.Largest Holdings NVIDIA $426,655,162Apple $378,818,389Microsoft $263,985,666Alphabet $170,272,977Alphabet $166,360,926 Largest New Holdings this Quarter 90353TAM2 - UBER TECHNOLOGIES INC $16,177,228 Holding921910683 - VANGUARD WORLD FD ESG US STK E $14,819,415 Holding46435G516 - iShares ESG Aware MSCI EAFE ETF $6,461,892 Holding55024UAD1 - LUMENTUM HOLDINGS INC $4,910,184 Holding579780107 - MCCORMICK & CO/SH SH $3,861,135 Holding Largest Purchases this Quarter UBER TECHNOLOGIES INC 224,902 shares (about $16.18M)VANGUARD WORLD FD ESG US STK E 131,998 shares (about $14.82M)Alphabet 26,835 shares (about $7.72M)iShares ESG Aware MSCI EAFE ETF 67,579 shares (about $6.46M)NVIDIA 36,864 shares (about $6.43M) Largest Sales this Quarter ASTRAZENECA PLC 61,096 shares (about $12.05M)Amcor 200,968 shares (about $7.99M)Valero Energy 28,400 shares (about $7.02M)Corning 31,087 shares (about $4.23M)Southern 13,135 shares (about $3.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEthic Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$426,655,162$6,429,082 ▲1.5%2,446,4176.7%Computer and TechnologyAAPLApple$378,818,389$5,239,241 ▲1.4%1,492,6455.9%Computer and TechnologyMSFTMicrosoft$263,985,666$3,621,004 ▲1.4%713,1474.1%Computer and TechnologyGOOGAlphabet$170,272,977$7,716,676 ▲4.7%592,1302.7%Computer and TechnologyGOOGAlphabet$166,360,926$4,200,489 ▲2.6%579,9382.6%Computer and TechnologyAMZNAmazon.com$163,735,056$3,998,577 ▲2.5%786,1672.6%Retail/WholesaleAVGOBroadcom$111,161,136$480,050 ▲0.4%359,1521.7%Computer and TechnologyMETAMeta Platforms$91,824,762$1,637,439 ▲1.8%160,4961.4%Computer and TechnologyLLYEli Lilly and Company$77,752,202$2,637,913 ▲3.5%84,5341.2%MedicalTSLATesla$66,312,970$2,370,644 ▲3.7%178,3811.0%Auto/Tires/TrucksVVisa$56,458,072$1,600,964 ▲2.9%186,7990.9%Business ServicesNFLXNetflix$49,077,797$2,409,997 ▲5.2%510,4300.8%Consumer DiscretionaryMAMastercard$45,408,031$780,468 ▲1.7%90,8780.7%Business ServicesMUMicron Technology$42,467,163$1,466,901 ▼-3.3%125,7020.7%Computer and TechnologyGSThe Goldman Sachs Group$42,355,343$1,183,540 ▲2.9%50,0660.7%FinanceCSCOCisco Systems$40,267,911$1,168,816 ▲3.0%518,9830.6%Computer and TechnologyCATCaterpillar$39,783,255$2,161,494 ▼-5.2%56,1550.6%IndustrialsMRKMerck & Co., Inc.$39,250,306$980,605 ▲2.6%326,2970.6%MedicalAMATApplied Materials$37,021,624$1,555,143 ▼-4.0%108,3170.6%Computer and TechnologyLAM RESEARCH CORP NEW$36,733,098$2,481,236 ▼-6.3%171,9230.6%COM NEWHDHome Depot$33,216,821$1,068,890 ▼-3.1%100,9970.5%Retail/WholesaleMSMorgan Stanley$32,793,173$389,537 ▲1.2%199,2660.5%FinanceAMDAdvanced Micro Devices$32,575,823$1,423,805 ▲4.6%160,1330.5%Computer and TechnologyORCLOracle$31,607,319$818,079 ▲2.7%214,8550.5%Computer and TechnologyIBMInternational Business Machines$30,658,678$78,292 ▲0.3%126,4850.5%Computer and TechnologyTAT&T$30,061,247$451,983 ▼-1.5%1,036,9520.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$29,058,173$492,729 ▲1.7%85,9840.5%Computer and TechnologyVZVerizon Communications$28,286,303$699,286 ▲2.5%563,4720.4%Computer and TechnologyGE VERNOVA INC$28,065,293$772,511 ▼-2.7%32,1520.4%COMTJXTJX Companies$27,762,913$1,146,807 ▲4.3%173,8440.4%Retail/WholesaleVOTETCW Transform 500 ETF$26,425,380$1,462,825 ▼-5.2%346,3350.4%ETFASMLASML$26,321,150$1,044,763 ▲4.1%19,9280.4%Computer and TechnologyBRK.BBerkshire Hathaway$25,647,846$841,958 ▲3.4%53,5220.4%FinanceJNJJohnson & Johnson$25,278,336$4,969,233 ▲24.5%103,4130.4%MedicalUNHUnitedHealth Group$25,221,997$216,202 ▼-0.8%93,2110.4%MedicalKLACKLA$25,035,002$198,772 ▲0.8%17,0030.4%Computer and TechnologyAXPAmerican Express$24,638,435$509,980 ▼-2.0%81,4550.4%FinanceJPMJPMorgan Chase & Co.$24,622,527$2,355,620 ▲10.6%83,7050.4%FinanceBKBNY$24,067,820$1,148,934 ▲5.0%202,8810.4%FinanceTMOThermo Fisher Scientific$23,706,431$1,091,685 ▼-4.4%48,2300.4%MedicalABTAbbott Laboratories$23,061,792$556,778 ▲2.5%224,6210.4%MedicalCBChubb$22,886,992$1,802,708 ▲8.6%70,2210.4%FinanceBACBank of America$22,823,380$520,016 ▲2.3%468,1720.4%FinancePFEPfizer$22,478,169$2,290,400 ▲11.3%800,5050.4%MedicalCRMSalesforce$21,910,602$1,997,558 ▲10.0%117,3760.3%Computer and TechnologyWELLWelltower$21,847,625$2,373 ▼0.0%110,5030.3%FinanceWAL-MART INC$21,610,334$1,968,722 ▲10.0%173,8840.3%COMDISWalt Disney$20,771,523$1,027,700 ▲5.2%215,5170.3%Consumer DiscretionaryINTCIntel$20,748,262$764,067 ▲3.8%470,1620.3%Computer and TechnologyBKNGBooking$20,564,567$703,170 ▼-3.3%4,8840.3%Retail/WholesaleGLWCorning$20,398,046$4,226,892 ▼-17.2%150,0190.3%Computer and TechnologyLOWLowe's Companies$20,315,218$878,257 ▲4.5%85,9790.3%Retail/WholesaleCOSTCostco Wholesale$19,776,742$2,539,849 ▲14.7%19,8480.3%Retail/WholesaleCMECME Group$19,773,411$1,220,978 ▲6.6%66,9490.3%FinanceISRGIntuitive Surgical$19,729,478$207,907 ▼-1.0%42,7980.3%MedicalEDConsolidated Edison$18,663,233$1,255,277 ▲7.2%164,8990.3%UtilitiesSPGIS&P Global$18,309,683$2,355,542 ▼-11.4%43,0470.3%FinanceSYKStryker$18,216,628$503,726 ▲2.8%55,4390.3%MedicalAMGNAmgen$17,782,592$1,572,074 ▲9.7%50,5400.3%MedicalPNCThe PNC Financial Services Group$17,609,746$646,741 ▲3.8%84,6260.3%FinanceEXCExelon$17,581,447$1,195,646 ▲7.3%358,6590.3%UtilitiesDEDeere & Company$17,579,537$305,873 ▲1.8%31,2080.3%IndustrialsXOMExxonMobil$17,575,560$954,506 ▲5.7%103,5930.3%EnergyABBVAbbVie$17,555,715$1,797,329 ▲11.4%80,7200.3%MedicalSCHWCharles Schwab$17,542,540$121,704 ▼-0.7%186,6620.3%FinanceTMUST-Mobile US$17,131,167$460,388 ▼-2.6%81,5650.3%Computer and TechnologyTXNTexas Instruments$17,096,446$974,005 ▲6.0%88,0620.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$16,904,815$419,823 ▼-2.4%115,5650.3%CL APWRQuanta Services$16,429,611$12,628 ▼-0.1%29,9250.3%ConstructionETNEaton$16,394,421$1,251,480 ▲8.3%45,8370.3%IndustrialsUBER TECHNOLOGIES INC$16,177,228$16,177,228 ▲New Holding224,9020.3%COMGEGE Aerospace$16,156,865$339,959 ▲2.1%56,9360.3%AerospaceNVSNovartis$15,817,357$1,479,531 ▲10.3%103,5510.2%MedicalJCIJohnson Controls International$15,593,460$489,231 ▼-3.0%119,0790.2%ConstructionPLDPrologis$15,571,169$571,810 ▲3.8%117,8030.2%FinancePGRProgressive$15,540,465$1,412,067 ▲10.0%78,3920.2%FinanceAWKAmerican Water Works$15,481,576$1,925,671 ▲14.2%113,7600.2%UtilitiesTRVTravelers Companies$14,883,237$358,182 ▲2.5%51,0260.2%FinanceVANGUARD WORLD FD ESG US STK E$14,819,415$14,819,415 ▲New Holding131,9980.2%ESG US STK ETFCOFCapital One Financial$14,662,455$1,002,271 ▼-6.4%80,3730.2%FinancePANWPalo Alto Networks$14,642,238$3,028,135 ▲26.1%91,3310.2%Computer and TechnologyCCitigroup$14,508,333$673,203 ▲4.9%127,9280.2%Financial ServicesADPAutomatic Data Processing$14,497,517$864,329 ▼-5.6%71,3530.2%Computer and TechnologyAFLAflac$14,457,611$1,015,917 ▲7.6%131,7800.2%FinanceNOWServiceNow$14,285,421$946,806 ▲7.1%136,6370.2%Computer and TechnologyBSXBoston Scientific$14,257,849$761,157 ▼-5.1%227,2170.2%MedicalBMYBristol Myers Squibb$14,048,842$1,172,728 ▲9.1%231,6380.2%MedicalPCARPACCAR$13,717,819$595,518 ▲4.5%118,7690.2%Auto/Tires/TrucksHALHalliburton$13,658,331$801,168 ▼-5.5%350,3030.2%EnergyUSBU.S. Bancorp$13,647,678$442,033 ▲3.3%262,4050.2%FinanceLLoews$13,551,507$1,074,125 ▼-7.3%126,9580.2%FinanceRTXRTX$13,371,047$1,059,406 ▲8.6%69,3160.2%AerospaceWDCWestern Digital$13,351,197$4,039,252 ▲43.4%49,3590.2%Computer and TechnologyINTUIntuit$13,350,580$922,698 ▼-6.5%30,8770.2%Computer and TechnologyHSBCHSBC$13,091,362$338,540 ▲2.7%158,7020.2%FinanceVRTVertiv$12,948,124$26,060 ▼-0.2%51,6730.2%Computer and TechnologyQCOMQualcomm$12,884,795$2,252,872 ▼-14.9%100,0530.2%Computer and TechnologyPHParker-Hannifin$12,724,120$141,449 ▲1.1%14,2130.2%IndustrialsWABWabtec$12,651,150$1,681,888 ▲15.3%50,6230.2%TransportationAPHAmphenol$12,634,717$1,391,868 ▼-9.9%99,9980.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
