Life Cycle Investment Partners

Latest statistics and disclosures from Life Cycle Investment Partners's latest quarterly 13F-HR filing:

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Positions held by Life Cycle Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Life Cycle Investment Partners

Life Cycle Investment Partners holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.3 $1.1B 6.6M 174.40
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Alphabet Inc Class A cs (GOOGL) 6.2 $971M 3.4M 287.56
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Apple (AAPL) 5.8 $906M 3.6M 253.79
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Microsoft Corporation (MSFT) 5.3 $828M 2.2M 370.17
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Amazon (AMZN) 4.0 $626M 3.0M 208.27
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Taiwan Semiconductor Manufacturing Adr (TSM) 3.6 $562M 1.7M 337.95
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Steel Dynamics (STLD) 3.1 $485M 2.7M 180.00
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Facebook Inc cl a (META) 2.8 $444M 776k 572.13
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Visa (V) 2.6 $408M 1.4M 302.24
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Delta Air Lines (DAL) 2.4 $374M 5.6M 66.48
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Broadcom (AVGO) 2.2 $347M 1.1M 309.51
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Hca Holdings (HCA) 2.1 $329M 694k 473.24
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Cme (CME) 2.0 $312M 1.1M 295.35
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Progressive Corporation (PGR) 2.0 $307M 1.6M 198.24
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Valero Energy Corporation (VLO) 1.8 $279M 1.1M 247.08
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Dollar General (DG) 1.7 $268M 2.3M 118.73
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Thor Industries (THO) 1.7 $262M 3.3M 79.89
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General Motors Company (GM) 1.5 $238M 3.2M 74.50
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Old Dominion Freight Line (ODFL) 1.4 $216M 1.1M 195.40
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Vertex Pharmaceuticals Incorporated (VRTX) 1.3 $197M 440k 446.54
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Kinsale Cap Group (KNSL) 1.2 $193M 564k 341.66
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Newmont Mining Corporation (NEM) 1.2 $190M 1.8M 108.25
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JPMorgan Chase & Co. (JPM) 1.1 $167M 568k 294.16
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Arista Networks (ANET) 1.1 $166M 1.4M 122.78
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Berkshire Hathaway (BRK.B) 1.0 $164M 341k 479.20
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Booking Holdings (BKNG) 1.0 $161M 38k 4210.32
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Palantir Technologies (PLTR) 1.0 $160M 1.1M 146.28
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Abbvie (ABBV) 1.0 $157M 723k 217.49
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Northrop Grumman Corporation (NOC) 1.0 $157M 230k 682.24
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EOG Resources (EOG) 1.0 $151M 1.0M 144.57
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Bank of America Corporation (BAC) 0.8 $130M 2.7M 48.75
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Eli Lilly & Co. (LLY) 0.8 $128M 140k 919.77
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Pepsi (PEP) 0.7 $117M 755k 155.29
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Netflix (NFLX) 0.7 $111M 1.1M 96.15
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Automatic Data Processing (ADP) 0.7 $109M 538k 203.18
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Applied Materials (AMAT) 0.7 $107M 313k 341.79
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Wal-Mart Stores (WMT) 0.6 $101M 812k 124.28
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Suncor Energy (SU) 0.6 $93M 1.4M 66.12
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Oracle Corporation (ORCL) 0.6 $91M 619k 147.11
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McDonald's Corporation (MCD) 0.6 $90M 291k 310.79
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Kinder Morgan (KMI) 0.5 $85M 2.5M 33.53
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Metropcs Communications (TMUS) 0.5 $84M 398k 210.03
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Morgan Stanley (MS) 0.5 $79M 480k 164.57
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Johnson & Johnson (JNJ) 0.5 $77M 315k 244.44
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Tesla Motors (TSLA) 0.5 $77M 207k 371.75
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Ametek (AME) 0.5 $75M 348k 214.36
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Parker-Hannifin Corporation (PH) 0.5 $74M 83k 895.24
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Amphenol Corporation (APH) 0.4 $69M 543k 126.35
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Stryker Corporation (SYK) 0.4 $69M 209k 328.59
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Tyson Foods (TSN) 0.4 $66M 1.0M 64.07
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Ida (IDA) 0.4 $66M 463k 142.97
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Mettler-Toledo International (MTD) 0.4 $65M 52k 1261.20
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Union Pacific Corporation (UNP) 0.4 $63M 258k 242.62
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UnitedHealth (UNH) 0.4 $62M 228k 270.59
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IDEXX Laboratories (IDXX) 0.4 $62M 110k 561.89
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Primerica (PRI) 0.4 $61M 245k 250.48
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Bank of New York Mellon Corporation (BNY) 0.4 $61M 510k 118.63
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CareTrust REIT Reit (CTRE) 0.4 $60M 1.6M 36.65
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Oge Energy Corp (OGE) 0.4 $59M 1.2M 47.96
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Alnylam Pharmaceuticals (ALNY) 0.4 $59M 178k 330.87
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Shopify Inc cl a (SHOP) 0.4 $58M 487k 118.62
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Prologis Reit (PLD) 0.4 $57M 430k 132.18
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Paccar (PCAR) 0.4 $56M 481k 115.50
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Steris Plc Ord equities (STE) 0.3 $54M 242k 221.13
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Bj's Wholesale Club Holdings (BJ) 0.3 $53M 540k 98.42
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Ubs Group (UBS) 0.3 $53M 1.7M 30.73
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Micron Technology (MU) 0.3 $52M 155k 337.84
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Jones Lang LaSalle Incorporated (JLL) 0.3 $52M 171k 304.32
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Synopsys (SNPS) 0.3 $51M 129k 396.48
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Freeport-McMoRan Copper & Gold (FCX) 0.3 $50M 858k 58.78
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Topbuild 0.3 $50M 143k 351.30
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Expeditors International of Washington (EXPD) 0.3 $48M 337k 143.23
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Church & Dwight (CHD) 0.3 $48M 514k 93.32
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Canadian Pacific Kansas City (CP) 0.3 $48M 437k 109.47
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Cenovus Energy (CVE) 0.3 $48M 1.3M 36.80
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Palo Alto Networks (PANW) 0.3 $48M 296k 160.32
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Occidental Petroleum Corporation (OXY) 0.3 $47M 725k 65.00
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ResMed (RMD) 0.3 $47M 208k 224.48
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Lithia Motors (LAD) 0.3 $46M 184k 249.72
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PNC Financial Services Group Inc/The Adr (PNC) 0.3 $45M 215k 208.09
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Installed Bldg Prods (IBP) 0.3 $44M 168k 265.15
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Argenx SE Adr (ARGX) 0.3 $43M 59k 730.25
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Crh (CRH) 0.3 $43M 404k 105.12
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Dell Technologies (DELL) 0.3 $41M 248k 164.13
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Rollins (ROL) 0.3 $41M 760k 53.41
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Reliance Steel & Aluminum (RS) 0.2 $39M 129k 303.92
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Advanced Micro Devices (AMD) 0.2 $39M 192k 203.43
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Range Resources (RRC) 0.2 $39M 854k 45.18
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Nu Hldgs Ltd Ord Shs Cl A (NU) 0.2 $38M 2.6M 14.37
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Cintas Corporation (CTAS) 0.2 $38M 222k 169.14
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Cabot Oil & Gas Corporation (CTRA) 0.2 $36M 1.0M 35.14
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Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $36M 91k 390.41
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Sunbelt Rentals Holdings (SUNB) 0.2 $36M 565k 62.82
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Anthem (ELV) 0.2 $35M 121k 292.75
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Lear Corporation (LEA) 0.2 $33M 276k 121.08
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Saia (SAIA) 0.2 $33M 95k 351.28
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HEICO Corporation (HEI.A) 0.2 $31M 147k 211.09
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Intuit (INTU) 0.2 $30M 69k 432.38
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KLA-Tencor Corporation (KLAC) 0.2 $29M 20k 1472.41
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Lam Research (LRCX) 0.2 $28M 130k 213.66
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Nxp Semiconductors N V (NXPI) 0.2 $27M 137k 196.86
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Apollo Global Mgmt (APO) 0.2 $26M 235k 111.42
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Copart (CPRT) 0.2 $26M 775k 33.20
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Arthur J. Gallagher & Co. (AJG) 0.2 $26M 119k 216.58
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Ford Motor Company (F) 0.2 $25M 2.2M 11.54
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RPM International (RPM) 0.2 $25M 247k 99.40
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $23M 253k 92.04
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Halliburton Company (HAL) 0.1 $21M 529k 38.99
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Exxon Mobil Corporation (XOM) 0.1 $20M 120k 169.66
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $18M 438k 40.50
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Sylvamo Corp (SLVM) 0.1 $15M 344k 42.24
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MercadoLibre (MELI) 0.1 $15M 8.4k 1729.02
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Seagate Technology (STX) 0.1 $14M 37k 391.76
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Shell Adr (SHEL) 0.1 $9.6M 103k 93.00
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ASML Holding NV Nyreg (ASML) 0.0 $7.1M 5.4k 1320.83
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General Electric (GE) 0.0 $6.6M 23k 283.77
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Canadian Natural Resources (CNQ) 0.0 $5.8M 85k 67.85
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KB Financial Group Adr (KB) 0.0 $4.8M 48k 99.73
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Phillips 66 (PSX) 0.0 $2.2M 12k 182.18
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Chubb (CB) 0.0 $1.8M 5.5k 325.93
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Welltower Reit (WELL) 0.0 $1.7M 8.4k 197.71
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Gilead Sciences (GILD) 0.0 $1.6M 12k 139.37
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Chevron Corporation (CVX) 0.0 $1.2M 6.0k 206.90
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Marathon Petroleum Corp (MPC) 0.0 $1.2M 5.0k 244.18
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Hldgs (UAL) 0.0 $1.1M 12k 92.07
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Nov (NOV) 0.0 $1.1M 57k 18.81
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Entergy Corporation (ETR) 0.0 $1.1M 9.4k 112.36
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Eversource Energy (ES) 0.0 $976k 14k 69.28
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PG&E Corporation (PCG) 0.0 $963k 55k 17.57
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NRG Energy (NRG) 0.0 $786k 5.4k 146.14
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Past Filings by Life Cycle Investment Partners

SEC 13F filings are viewable for Life Cycle Investment Partners going back to 2026