Life Cycle Investment Partners

Life Cycle Investment Partners as of June 30, 2026

Portfolio Holdings for Life Cycle Investment Partners

Life Cycle Investment Partners holds 158 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.9 $1.7B 8.5M 200.09
Alphabet Inc Class A cs (GOOGL) 6.6 $1.4B 3.9M 357.37
Apple (AAPL) 5.8 $1.2B 4.3M 289.36
Microsoft Corporation (MSFT) 4.3 $929M 2.5M 373.02
Amazon (AMZN) 3.9 $845M 3.5M 238.34
Taiwan Semiconductor Manufactu Adr (TSM) 3.0 $635M 1.3M 477.57
Broadcom (AVGO) 2.7 $588M 1.6M 377.75
Visa (V) 2.5 $533M 1.6M 343.09
Steel Dynamics (STLD) 2.5 $528M 2.3M 229.46
Facebook Inc cl a (META) 2.4 $509M 903k 563.29
Delta Air Lines (DAL) 2.1 $449M 4.8M 93.66
Progressive Corporation (PGR) 2.0 $434M 2.0M 218.45
Ge Vernova (GEV) 1.7 $372M 317k 1174.86
Hca Holdings (HCA) 1.7 $356M 912k 389.89
Advanced Micro Devices (AMD) 1.6 $347M 597k 580.91
Valero Energy Corporation (VLO) 1.6 $342M 1.3M 260.44
Lam Research (LRCX) 1.5 $314M 724k 433.33
Thor Industries (THO) 1.4 $308M 4.1M 75.16
Cme (CME) 1.4 $299M 1.4M 220.83
Dollar General (DG) 1.4 $298M 2.6M 115.11
General Motors Company (GM) 1.3 $278M 3.6M 77.08
Intel Corporation (INTC) 1.2 $259M 1.9M 139.63
Vertex Pharmaceuticals Incorporated (VRTX) 1.2 $255M 514k 496.73
Micron Technology (MU) 1.1 $240M 208k 1154.29
Applied Materials (AMAT) 1.1 $236M 326k 723.00
Arista Networks (ANET) 1.1 $232M 1.4M 169.88
JPMorgan Chase & Co. (JPM) 1.1 $229M 699k 327.33
Berkshire Hathaway (BRK.B) 0.9 $198M 395k 500.39
EOG Resources (EOG) 0.9 $190M 1.5M 129.73
Bank of America Corporation (BAC) 0.9 $184M 3.2M 56.98
Newmont Mining Corporation (NEM) 0.9 $184M 2.0M 93.40
Bloom Energy Corp (BE) 0.8 $182M 601k 302.70
Palantir Technologies (PLTR) 0.7 $156M 1.3M 116.67
Eli Lilly & Co. (LLY) 0.7 $150M 125k 1199.43
Suncor Energy (SU) 0.7 $141M 2.6M 53.78
Kinsale Cap Group (KNSL) 0.6 $139M 420k 329.81
Abbvie (ABBV) 0.6 $137M 542k 251.64
Northrop Grumman Corporation (NOC) 0.6 $131M 257k 509.31
Pepsi (PEP) 0.6 $126M 929k 135.40
Morgan Stanley (MS) 0.6 $123M 587k 209.04
UnitedHealth (UNH) 0.5 $115M 278k 415.63
Amphenol Corporation (APH) 0.5 $112M 638k 176.32
Wal-Mart Stores (WMT) 0.5 $111M 984k 113.26
Ametek (AME) 0.5 $103M 425k 241.94
Ubs Group (UBS) 0.5 $101M 2.0M 49.65
Kinder Morgan (KMI) 0.5 $101M 3.1M 31.97
KLA-Tencor Corporation (KLAC) 0.5 $100M 331k 301.71
Parker-Hannifin Corporation (PH) 0.5 $99M 101k 978.12
Tesla Motors (TSLA) 0.5 $98M 234k 420.60
Dell Technologies (DELL) 0.5 $97M 225k 431.46
McDonald's Corporation (MCD) 0.4 $95M 352k 270.31
Netflix (NFLX) 0.4 $94M 1.3M 71.40
Bank of New York Mellon Corporation (BNY) 0.4 $89M 616k 144.61
Union Pacific Corporation (UNP) 0.4 $86M 315k 272.00
Metropcs Communications (TMUS) 0.4 $81M 484k 167.73
Stryker Corporation (SYK) 0.4 $80M 255k 314.84
Caretrust Reit (CTRE) 0.4 $80M 2.0M 40.35
Mettler-Toledo International (MTD) 0.4 $80M 63k 1277.51
Primerica (PRI) 0.3 $75M 264k 284.20
Tyson Foods (TSN) 0.3 $74M 1.3M 57.25
Prologis (PLD) 0.3 $72M 530k 135.47
Synopsys (SNPS) 0.3 $71M 159k 446.07
IDEXX Laboratories (IDXX) 0.3 $71M 134k 526.44
Expeditors International of Washington (EXPD) 0.3 $68M 417k 162.98
Analog Devices (ADI) 0.3 $67M 170k 397.17
Freeport-McMoRan Copper & Gold (FCX) 0.3 $66M 1.1M 62.89
PNC Financial Services (PNC) 0.3 $66M 268k 246.22
Gilead Sciences (GILD) 0.3 $66M 522k 126.34
Paccar (PCAR) 0.3 $65M 539k 120.12
Jones Lang LaSalle Incorporated (JLL) 0.3 $65M 209k 309.95
Steris Plc Ord equities (STE) 0.3 $64M 302k 210.57
Johnson & Johnson (JNJ) 0.3 $63M 248k 253.97
Marvell Technology (MRVL) 0.3 $63M 212k 297.89
Reliance Steel & Aluminum (RS) 0.3 $62M 166k 373.60
Seagate Technology (STX) 0.3 $62M 64k 965.00
Lithia Motors (LAD) 0.3 $61M 209k 290.49
Church & Dwight (CHD) 0.3 $60M 622k 96.88
Bj's Wholesale Club Holdings (BJ) 0.3 $57M 654k 87.22
Amgen (AMGN) 0.3 $55M 151k 362.12
Crh (CRH) 0.2 $54M 501k 107.00
Old Dominion Freight Line (ODFL) 0.2 $53M 244k 216.60
Palo Alto Networks (PANW) 0.2 $52M 153k 341.02
Sunbelt Rentals Holdings (SUNB) 0.2 $52M 697k 74.81
Qualcomm (QCOM) 0.2 $51M 274k 184.79
Alnylam Pharmaceuticals (ALNY) 0.2 $50M 165k 301.03
ResMed (RMD) 0.2 $50M 255k 194.88
Shopify Inc cl a (SHOP) 0.2 $49M 432k 114.18
Nxp Semiconductors N V (NXPI) 0.2 $48M 171k 281.03
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $48M 624k 76.88
Merck & Co (MRK) 0.2 $48M 371k 128.50
Anthem (ELV) 0.2 $47M 122k 386.73
Canadian Pacific Kansas City (CP) 0.2 $47M 543k 86.66
HEICO Corporation (HEI.A) 0.2 $46M 176k 257.91
Lear Corporation (LEA) 0.2 $45M 337k 134.06
Topbuild 0.2 $45M 127k 354.53
Oracle Corporation (ORCL) 0.2 $44M 299k 146.55
Occidental Petroleum Corporation (OXY) 0.2 $42M 868k 48.57
Cenovus Energy (CVE) 0.2 $42M 1.7M 24.80
Automatic Data Processing (ADP) 0.2 $41M 181k 223.95
Cintas Corporation (CTAS) 0.2 $40M 236k 170.08
Range Resources (RRC) 0.2 $39M 1.1M 37.19
Booking Holdings (BKNG) 0.2 $39M 217k 178.24
Public Service Enterprise (PEG) 0.2 $38M 467k 81.16
Oge Energy Corp (OGE) 0.2 $38M 774k 48.66
PG&E Corporation (PCG) 0.2 $37M 2.2M 16.82
Installed Bldg Prods (IBP) 0.2 $37M 162k 229.84
CenterPoint Energy (CNP) 0.2 $37M 842k 44.04
Devon Energy Corporation (DVN) 0.2 $37M 894k 41.32
Corning Incorporated (GLW) 0.2 $36M 140k 255.43
Apollo Global Mgmt (APO) 0.2 $35M 299k 118.31
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.2 $35M 2.6M 13.36
Saia (SAIA) 0.2 $35M 83k 421.16
Vertiv Holdings Llc vertiv holdings (VRT) 0.2 $35M 103k 334.82
RPM International (RPM) 0.2 $34M 302k 111.15
Rollins (ROL) 0.2 $34M 802k 41.74
Arthur J. Gallagher & Co. (AJG) 0.2 $33M 145k 229.57
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $31M 41k 763.14
Halliburton Company (HAL) 0.1 $31M 897k 33.95
GSK Adr (GSK) 0.1 $28M 530k 52.42
Copart (CPRT) 0.1 $27M 967k 28.19
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $27M 638k 42.65
DTE Energy Company (DTE) 0.1 $24M 160k 152.37
Wec Energy Group (WEC) 0.1 $24M 207k 116.77
Intuit (INTU) 0.1 $24M 91k 261.00
Neurocrine Biosciences (NBIX) 0.1 $21M 126k 168.53
Argenx SE Adr (ARGX) 0.1 $21M 23k 927.77
BeOne Medicines Adr (ONC) 0.1 $21M 73k 284.97
Coherent Corp (COHR) 0.1 $18M 45k 394.47
Ionis Pharmaceuticals (IONS) 0.1 $17M 220k 79.29
Astera Labs (ALAB) 0.1 $17M 36k 483.02
Arrowhead Pharmaceuticals (ARWR) 0.1 $17M 209k 81.51
Ciena Corporation (CIEN) 0.1 $16M 32k 490.56
Hubbell (HUBB) 0.1 $16M 30k 523.20
Keysight Technologies (KEYS) 0.1 $15M 43k 350.07
Exxon Mobil Corporation (XOM) 0.1 $15M 107k 136.72
Lumentum Hldgs (LITE) 0.1 $14M 17k 858.06
MercadoLibre (MELI) 0.1 $14M 8.4k 1697.39
Asml Holding (ASML) 0.1 $13M 6.6k 1989.44
Krystal Biotech (KRYS) 0.1 $13M 35k 371.67
Adma Biologics (ADMA) 0.1 $13M 1.5M 8.37
Lockheed Martin Corporation (LMT) 0.1 $12M 24k 509.46
Revolution Medicines (RVMD) 0.1 $12M 64k 187.28
Credo Technology Group Holding (CRDO) 0.1 $12M 44k 271.95
General Electric (GE) 0.1 $11M 30k 373.73
United Therapeutics Corporation (UTHR) 0.1 $11M 20k 541.83
MaxLinear (MXL) 0.0 $10M 82k 128.03
Shell Adr (SHEL) 0.0 $10M 134k 77.54
KB Financial Group Adr (KB) 0.0 $9.4M 90k 104.96
Crispr Therapeutics (CRSP) 0.0 $7.8M 144k 54.54
Sitime Corp (SITM) 0.0 $4.1M 5.5k 745.56
Canadian Natural Resources (CNQ) 0.0 $3.8M 96k 39.55
Chubb (CB) 0.0 $3.8M 11k 340.74
Chevron Corporation (CVX) 0.0 $2.0M 12k 165.76
Entergy Corporation (ETR) 0.0 $1.1M 9.4k 114.86
Eversource Energy (ES) 0.0 $960k 13k 72.27
Welltower Inc Com reit (WELL) 0.0 $935k 4.1k 226.97
Sylvamo Corp (SLVM) 0.0 $599k 16k 37.80
NRG Energy (NRG) 0.0 $459k 3.1k 146.06