AIQAL
Index Performance
+3.88%
AIQAL
+3.30%
SP500
Overview
Description
The Intelligent Quality Select strategy (AIQAL) uses OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude to build a custom weighted portfolio of quality US-listed stocks. The strategy aims to create superior quality-focused returns compared to the MSCI USA Sector Neutral Quality Index.
- TickerAIQAL
- Inception Date10/08/2023
- WeightingCustom
- # of holdings86
What's inside?
Holdings
All holdings as of December 8, 2023
CSV download
| Alphabet, Inc. (GOOGL) | 6.95% | $1.581T | 12.04% | 56.70% | 5.30x |
| Microsoft Corp. (MSFT) | 6.37% | $2.781T | 12.76% | 71.16% | 10.62x |
| Visa, Inc. (V) | 4.28% | $404.243B | 10.56% | 77.44% | 14.54x |
| Mastercard, Inc. (MA) | 4.13% | $383.489B | 13.79% | 96.78% | 15.64x |
| NVIDIA Corp. (NVDA) | 3.62% | $1.173T | 205.51% | 73.95% | 22.35x |
| Apple, Inc. (AAPL) | 3.04% | $3.044T | -0.72% | 45.17% | 7.16x |
| Meta Platforms, Inc. (META) | 3.01% | $738.574B | 23.21% | 81.85% | 6.05x |
| UnitedHealth Group, Inc. (UNH) | 3.01% | $508.496B | 14.18% | N/A | 1.51x |
| 3M Co. (MMM) | 2.72% | $57.093B | -3.56% | 44.41% | 1.94x |
| Broadcom Inc. (AVGO) | 2.43% | $441.121B | 4.09% | 65.19% | 10.69x |
| Costco Wholesale Corp. (COST) | 2.35% | $270.417B | 9.50% | 12.31% | 0.98x |
| IDEXX Laboratories, Inc. (IDXX) | 2.04% | $44.130B | 8.78% | 59.72% | 10.46x |
| Eli Lilly & Co. (LLY) | 2.03% | $567.733B | 36.84% | 80.42% | 15.62x |
| Adobe, Inc. (ADBE) | 2.00% | $277.738B | 11.56% | 87.27% | 13.58x |
| NIKE, Inc. (NKE) | 1.91% | $141.875B | 1.91% | 43.54% | 3.12x |
| Old Dominion Freight Line, Inc. (ODFL) | 1.79% | $40.312B | -5.51% | 35.63% | 7.64x |
| Lam Research Corp. (LRCX) | 1.69% | $92.672B | -31.38% | 47.75% | 5.20x |
| Edwards Lifesciences Corp. (EW) | 1.61% | $41.958B | 12.27% | 75.71% | 7.07x |
| ConocoPhillips (COP) | 1.59% | $133.073B | -32.55% | 31.76% | 2.58x |
| QUALCOMM, Inc. (QCOM) | 1.52% | $147.996B | -24.26% | 55.05% | 3.51x |
| AbbVie, Inc. (ABBV) | 1.49% | $263.559B | -5.97% | 68.84% | 5.65x |
| Applied Materials, Inc. (AMAT) | 1.43% | $123.573B | 0.22% | 47.14% | 4.13x |
| W.W. Grainger, Inc. (GWW) | 1.38% | $39.908B | 6.75% | 39.33% | 2.28x |
| Exxon Mobil Corp. (XOM) | 1.35% | $398.811B | -15.11% | 25.73% | 1.42x |
| Chevron Corp. (CVX) | 1.31% | $271.598B | -17.51% | 17.55% | 1.64x |
| Texas Instruments Incorporated (TXN) | 1.29% | $142.615B | -13.53% | 62.11% | 8.17x |
| Accenture Plc (ACN) | 1.27% | $211.650B | 3.64% | 32.40% | 3.15x |
| Atmos Energy Corp. (ATO) | 1.26% | $16.848B | -18.68% | 40.01% | 5.35x |
| Lennar Corp. (LEN) | 1.25% | $39.388B | -2.05% | 25.06% | 1.03x |
| Procter & Gamble Co. (PG) | 1.24% | $342.102B | 6.11% | 51.99% | 4.66x |
| Tractor Supply Co. (TSCO) | 1.18% | $22.928B | 4.32% | 34.00% | 1.80x |
| Archer-Daniels-Midland Co. (ADM) | 1.17% | $39.337B | -12.12% | 8.35% | 0.47x |
| Electronic Arts, Inc. (EA) | 1.17% | $36.886B | 3.26% | 74.78% | 4.35x |
| Paychex, Inc. (PAYX) | 1.16% | $44.800B | 6.62% | 71.99% | 8.55x |
| PepsiCo, Inc. (PEP) | 1.11% | $227.787B | 6.72% | 54.67% | 3.04x |
| Ulta Beauty, Inc. (ULTA) | 1.02% | $23.414B | 6.42% | 39.86% | 1.90x |
| BlackRock, Inc. (BLK) | 0.93% | $110.788B | 4.79% | 76.52% | 5.57x |
| C.H. Robinson Worldwide, Inc. (CHRW) | 0.92% | $9.857B | -27.83% | 6.78% | 0.66x |
| D.R. Horton, Inc. (DHI) | 0.86% | $46.133B | 8.97% | 26.88% | 1.08x |
| Lockheed Martin Corp. (LMT) | 0.85% | $111.153B | 1.78% | 12.13% | 1.73x |
| Public Storage (PSA) | 0.84% | $48.146B | 4.60% | 54.15% | 13.33x |
| Weyerhaeuser Co. (WY) | 0.78% | $22.535B | -11.16% | 30.86% | 3.40x |
| Merck & Co., Inc. (MRK) | 0.76% | $262.905B | 5.20% | 70.74% | 4.96x |
| Watsco, Inc. (WSO) | 0.75% | $16.259B | 4.47% | 26.24% | 2.01x |
| Johnson & Johnson (JNJ) | 0.74% | $371.732B | -10.36% | 69.53% | 4.23x |
| Expeditors International of Washington, Inc. (EXPD) | 0.73% | $17.501B | -49.80% | 16.43% | 1.51x |
| Graco, Inc. (GGG) | 0.72% | $13.947B | -1.09% | 52.72% | 5.55x |
| Abbott Laboratories (ABT) | 0.71% | $181.435B | -2.56% | 49.63% | 4.45x |
| Automatic Data Processing, Inc. (ADP) | 0.70% | $94.300B | 7.04% | 49.05% | 5.55x |
| The Coca-Cola Co. (KO) | 0.67% | $253.395B | 7.35% | 61.04% | 6.01x |
| Marsh & McLennan Cos., Inc. (MMC) | 0.62% | $96.479B | 12.87% | N/A | 4.84x |
| Booking Holdings, Inc. (BKNG) | 0.60% | $114.264B | 21.30% | 97.70% | 5.40x |
| Cadence Design Systems, Inc. (CDNS) | 0.59% | $70.717B | 13.36% | 88.84% | 16.17x |
| lululemon athletica, Inc. (LULU) | 0.57% | $59.283B | 18.70% | 56.95% | 5.35x |
| The Cigna Group (CI) | 0.54% | $75.730B | 8.48% | N/A | 0.61x |
| The TJX Cos., Inc. (TJX) | 0.50% | $101.579B | 9.03% | 30.74% | 2.09x |
| T. Rowe Price Group, Inc. (TROW) | 0.45% | $21.998B | 5.19% | 82.20% | 3.50x |
| Honeywell International, Inc. (HON) | 0.45% | $128.297B | 2.91% | 38.88% | 3.77x |
| Cisco Systems, Inc. (CSCO) | 0.43% | $196.591B | 7.60% | 65.37% | 3.37x |
| Pfizer Inc. (PFE) | 0.38% | $162.504B | -41.55% | 19.87% | 3.02x |
| Teradyne, Inc. (TER) | 0.38% | $14.109B | -15.39% | 57.26% | 5.81x |
| The Mosaic Co. (MOS) | 0.37% | $11.661B | -33.66% | 11.54% | 1.01x |
| The Estée Lauder Companies, Inc. (EL) | 0.36% | $31.066B | -10.37% | 69.51% | 3.88x |
| Gilead Sciences, Inc. (GILD) | 0.32% | $98.462B | 0.59% | 77.75% | 4.08x |
| Union Pacific Corp. (UNP) | 0.30% | $140.067B | -9.52% | 42.85% | 6.54x |
| Linde Plc (LIN) | 0.30% | $194.572B | -7.30% | 38.39% | 6.11x |
| Intuitive Surgical, Inc. (ISRG) | 0.29% | $109.290B | 11.96% | 66.94% | 14.35x |
| Moody's Corp. (MCO) | 0.26% | $68.554B | 15.45% | 65.56% | 11.09x |
| Cintas Corp. (CTAS) | 0.24% | $56.359B | 8.12% | 47.09% | 6.09x |
| Ameriprise Financial, Inc. (AMP) | 0.24% | $36.186B | 16.32% | 56.26% | 2.18x |
| Illinois Tool Works, Inc. (ITW) | 0.23% | $75.104B | 0.50% | 41.80% | 4.78x |
| Analog Devices, Inc. (ADI) | 0.23% | $91.749B | -16.36% | 53.13% | 7.05x |
| CVS Health Corp. (CVS) | 0.23% | $96.646B | 10.63% | 15.26% | 0.44x |
| Amphenol Corp. (APH) | 0.18% | $55.780B | -2.91% | 32.77% | 4.40x |
| ResMed, Inc. (RMD) | 0.18% | $23.957B | 16.00% | 53.30% | 5.28x |
| Church & Dwight Co., Inc. (CHD) | 0.17% | $22.899B | 10.52% | 42.26% | 4.29x |
| Avery Dennison Corp. (AVY) | 0.17% | $15.439B | -9.44% | 27.92% | 2.16x |
| Cognizant Technology Solutions Corp. (CTSH) | 0.17% | $35.264B | 0.82% | 31.75% | 1.71x |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.16% | $90.228B | 9.33% | 87.15% | 8.30x |
| Rockwell Automation, Inc. (ROK) | 0.15% | $31.940B | 20.50% | 40.85% | 3.92x |
| Danaher Corp. (DHR) | 0.15% | $160.709B | -10.31% | 58.20% | 6.63x |
| Fortive Corp. (FTV) | 0.15% | $24.210B | 2.64% | 59.75% | 4.76x |
| CF Industries Holdings, Inc. (CF) | 0.14% | $14.627B | -45.15% | 29.14% | 2.49x |
| Rollins, Inc. (ROL) | 0.13% | $20.054B | 15.17% | 53.53% | 6.40x |
| Jack Henry & Associates, Inc. (JKHY) | 0.13% | $11.994B | 7.97% | 44.05% | 5.34x |
| Waters Corp. (WAT) | 0.12% | $17.273B | 0.44% | 57.43% | 6.18x |
Market data by FactSet