DPTRX
BNY Mellon Tax Managed Growth Fund
BNY Mellon Investment Funds IV, Inc.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2024 → Jan 31, 2025

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares Oct 2024 Shares Jan 2025 Δ shares End % Δ value
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 1,210,986 0 -1,210,986 0.00% -$1.21M

No positions in this category.

Security Shares Oct 2024 Shares Jan 2025 Δ shares End % Δ value
MICROSOFT CORP 30,710 26,780 -3,930 8.28% -$1.36M
APPLE INC 51,175 46,620 -4,555 8.20% -$558.62K
AMAZON.COM INC 42,565 39,560 -3,005 7.00% $1.47M
ALPHABET INC CL C 35,925 33,350 -2,575 5.11% $652.87K
VISA INC-CLASS A 22,310 18,770 -3,540 4.78% -$50.97K
ASML HOLDING-NY 7,090 6,670 -420 3.67% $162.82K
UNITEDHEALTH GRP 9,210 8,520 -690 3.44% -$577.03K
TEXAS INSTRUMENTS INC 26,800 24,520 -2,280 3.37% -$918.05K
BLACKROCK INC 4,475 4,010 -465 3.21% -$77.35K
OPTION 56,035 50,040 -5,995 3.15% -$2.05M
CHEVRON CORP 24,220 22,555 -1,665 2.51% -$239.44K
PROGRESSIVE CORP OHIO 13,460 12,520 -940 2.30% -$183.06K
INTUITIVE SURGICAL INC 5,440 5,180 -260 2.21% $221.45K
MCDONALDS CORP 10,300 9,640 -660 2.07% -$225.66K
SERVICENOW INC 2,800 2,590 -210 1.97% $25.23K
TAIWAN SEMIC MFG CO LTD SP ADR 13,475 12,600 -875 1.96% $69.91K
INTUIT INC 4,470 4,295 -175 1.92% -$144.56K
S&P GLOBAL INC 4,960 4,675 -285 1.82% $55.01K
INTERCONTINENTAL EXCHANGE INC 16,470 15,195 -1,275 1.81% -$138.56K
COMMSTCK 40,725 39,600 -1,125 1.79% -$217.44K
ABBOTT LABS 18,540 17,215 -1,325 1.64% $100.44K
MASTERCARD INC CL A 4,015 3,945 -70 1.63% $185.32K
EXXON MOBIL CORP 19,485 18,150 -1,335 1.44% -$336.49K
CANADIAN PACIFIC KANSAS CITY LTD 23,015 21,760 -1,255 1.29% -$43.74K
COCA-COLA CO/THE 27,565 25,630 -1,935 1.21% -$173.28K
SHERWIN WILLIAMS CO 4,770 4,515 -255 1.20% -$94.24K
HOME DEPOT INC 4,180 3,920 -260 1.20% -$30.91K
CME GROUP INC CL A 6,900 6,755 -145 1.19% $42.71K
ADOBE INC 3,615 3,485 -130 1.14% -$203.75K
MARRIOTT INTL-A 5,820 4,905 -915 1.06% -$87.97K
PEPSICO INC 12,265 9,430 -2,835 1.06% -$615.96K
UNION PACIFIC CORP 7,480 5,695 -1,785 1.05% -$324.72K
AUTOMATIC DATA PROCESSING INC 4,735 4,555 -180 1.03% $10.66K
COSTAR GROUP INC 17,950 17,600 -350 1.00% $41.58K
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR 8,900 8,775 -125 0.95% $98.12K
ZOETIS INC CL A 6,915 6,810 -105 0.87% -$72.43K
NIKE INC CL B 15,280 14,575 -705 0.84% -$57.73K
ASTRAZENECA PLC SPONS ADR 15,000 14,735 -265 0.78% -$24.60K
PROCTER & GAMBLE 5,940 5,915 -25 0.73% $662
VERISK ANALYTICS INC 3,400 3,235 -165 0.69% -$4.18K
OLD DOMINION FRT 4,800 4,730 -70 0.65% -$88.40K
EOG RESOURCES INC 5,975 5,950 -25 0.56% $19.74K
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 1,059,523 641,890 -417,633 0.48% -$417.63K
OTIS WORLDWIDE CORP 6,250 6,120 -130 0.44% -$29.78K
Security Shares Oct 2024 Shares Jan 2025 Δ shares End % Δ value
NVIDIA CORP 37,000 37,000 0 3.31% -$469.53K
LILLY ELI and CO 1,600 1,600 0 0.97% -$29.86K
GARTNER INC 1,825 1,825 0 0.74% $73.60K
DEERE & CO 750 750 0 0.27% $53.90K

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