13F

Investor

Abacus Wealth Partners, LLC

CIK 0001978011 · filed 2026-04-24 · SEC filing

13F book

$1.1B

Positions

504

60 new · 65 sold

Largest name

12.3%

Dimensional Etf Trust

Est. mark

−$10.8M

Price effect on 444 names still held. Flow $86.8M.
NameTickerSharesValueWeightEst. markChange
Dimensional Etf Trust2.61M$135.1M12.3%−$139.1KAdded$9.14M
Manager Directed Portfolios12.7M$130.7M11.9%−$894KAdded$1.65M
Dimensional Etf Trust1.36M$84.8M7.7%$3.95MCut$3.37M
Figure Technology Solutio1.92M$65.2M6.0%New
Nushares Etf Tr1.43M$64.6M5.9%$521.4KAdded$1.81M
Tidal Trust I2.89M$56.2M5.1%−$2.24MAdded−$662.4K
Dimensional Etf Trust1.28M$52.7M4.8%−$2.91MAdded−$1.33M
Nushares Etf Tr1.01M$39.2M3.6%−$347.1KAdded$595.6K
Dimensional Etf Trust586.1K$24.9M2.3%−$259.4KAdded−$111.9K
Nushares Etf Tr607.9K$22.3M2.0%$676.7KAdded$722.8K
Nvidia CorpNVDA111.3K$19.4M1.8%−$1.35MCut−$1.75M
Apple Inc.AAPL75.2K$19.1M1.7%−$1.25MAdded$294.6K
Dimensional Etf Trust340.4K$14.4M1.3%$302.9KCut$260K
Microsoft CorpMSFT28.3K$10.5M1.0%−$3.21MCut−$3.44M
Dimensional Etf Trust260.3K$10.3M0.9%$374.8KCut−$310.1K
Taiwan Semiconductor Mfg Ltd22.2K$7.5M0.7%$756KCut$607.4K
Spdr S&P 500 Etf Tr10.3K$6.69M0.6%−$256.4KAdded$1.15M
Dimensional Etf Trust135.4K$6.56M0.6%$233.1KAdded$755.5K
Dimensional Etf Trust149.4K$5.81M0.5%−$109.1KCut−$141.8K
Alphabet Inc17.7K$5.09M0.5%−$446.7KAdded−$401K
Johnson & JohnsonJNJ20.3K$4.95M0.5%$736.2KAdded$890K
Amazon Com IncAMZN22K$4.57M0.4%−$495KCut−$616K
Wheaton Precious Metals Corp.WPM31.5K$4.12M0.4%$424.7KCut$361.5K
Alphabet Inc12K$3.44M0.3%−$323KCut−$342.5K
Oracle Corp23.2K$3.41M0.3%−$1.11MCut−$1.16M
Broadcom Inc.AVGO10.8K$3.35M0.3%−$377.9KAdded−$222.5K
Dimensional Etf Trust42.7K$3.03M0.3%−$90.5KAdded$971.8K
Berkshire Hathaway Inc Del6.21K$2.97M0.3%−$96.2KAdded$911.6K
Kb Finl Group Inc28.9K$2.88M0.3%$393.7KAdded$408.9K
Meta Platforms, Inc.META5.02K$2.87M0.3%−$435.9KAdded−$398.7K
AbbVie Inc.ABBV13K$2.82M0.3%−$140.7KAdded−$103.5K
Novartis Ag18.4K$2.81M0.3%$269.2KAdded$311.4K
Tidal Trust I57.3K$2.76M0.3%−$164.2KAdded−$121.3K
Advanced Micro Devices IncAMD13.3K$2.71M0.2%−$143KCut−$154.8K
Amalgamated Financial Corp.AMAL69.3K$2.69M0.2%$448.5KAdded$594K
Tesla, Inc.TSLA6.84K$2.54M0.2%−$533.5KCut−$536.7K
Eli Lilly & CoLLY2.7K$2.48M0.2%−$418.4KCut−$425.9K
Woori Finl Group Inc35K$2.33M0.2%$273.1KCut$156.8K
Jpmorgan Chase & Co.7.9K$2.32M0.2%−$221.7KCut−$282.9K
Asml Holding N V1.66K$2.19M0.2%$415.4KCut$397.2K
Berkshire Hathaway Inc Del3$2.15M0.2%New
Hartford Insurance Group Inc14.7K$1.98M0.2%−$36.8KAdded$13K
Tim S.A.TIMB74K$1.96M0.2%$515.5KAdded$534.8K
Merck & Co., Inc.MRK15.8K$1.9M0.2%$226KAdded$321.3K
Cisco Sys Inc23.6K$1.83M0.2%$10.6KAdded$375.7K
Gilead Sciences, Inc.GILD13K$1.82M0.2%$207.6KAdded$285K
Nextpower Inc.NXT15K$1.81M0.2%$467.2KAdded$593.4K
Costco Whsl Corp New1.81K$1.8M0.2%$241KAdded$253.9K
Cbre Group, Inc.CBRE13.1K$1.77M0.2%−$331.1KCut−$376.7K
Vanguard Index Fds2.93K$1.75M0.2%−$31.9KAdded$1.08M
Badger Meter IncBMI11.4K$1.74M0.2%−$225.1KAdded−$39.1K
Xylem Inc.XYL14.5K$1.74M0.2%−$203.7KAdded$73.9K
Agnico Eagle Mines LtdAEM8.44K$1.71M0.2%$282.2KCut−$242.8K
Vanguard Bd Index Fds22.2K$1.71M0.2%−$14.9KAdded$48.3K
Applied Matls Inc5K$1.71M0.2%$391.1KAdded$522.4K
Abbott LabsABT16.5K$1.7M0.2%−$373.6KCut−$530.7K
Biogen Inc.BIIB9.15K$1.68M0.2%$64.4KAdded$134.9K
Salesforce, Inc.CRM8.27K$1.54M0.1%−$593.5KAdded−$464.9K
Morgan Stanley9.29K$1.53M0.1%−$120.4KCut−$343K
Bank New York Mellon Corp12.8K$1.51M0.1%$30.9KAdded$100.4K
Verizon Communications IncVZ30.1K$1.51M0.1%$242.5KAdded$468.1K
Taylor Morrison Home Corp25.9K$1.51M0.1%−$16.3KCut−$111.3K
Bank Nova Scotia Halifax21.3K$1.48M0.1%−$93.4KCut−$381.9K
UBS Group AGUBS37.4K$1.46M0.1%−$270.6KCut−$602.5K
Grupo Aeropuerto Del Pacific5.91K$1.45M0.1%$54.6KAdded$64.5K
Omnicom Group Inc.OMC19.2K$1.45M0.1%−$104.5KCut−$304.6K
Grupo Cibest Sa19.6K$1.42M0.1%$170.9KAdded$243K
Dimensional Etf Trust29.7K$1.42M0.1%−$2.04KAdded$24.3K
Meritage Homes CorpMTH22.9K$1.41M0.1%−$90.6KCut−$466K
Johnson Ctls Intl Plc10.4K$1.36M0.1%$115.4KAdded$127.9K
S&P Global Inc.SPGI3.18K$1.35M0.1%−$309.6KCut−$569.9K
Ormat Technologies, Inc.ORA12.1K$1.35M0.1%$17.5KCut−$91.7K
Eaton Corp PlcETN3.69K$1.32M0.1%$144.6KCut$120.1K
State Str Corp10.4K$1.31M0.1%−$25.4KCut−$45.7K
Ishares Tr12K$1.31M0.1%−$14.4KHeld
Kb HomeKBH25.2K$1.3M0.1%−$104.9KAdded$33.6K
Dell Technologies Inc.DELL7.9K$1.3M0.1%$259.7KAdded$441.9K
Ase Technology Hldg Co Ltd59.5K$1.29M0.1%$311.7KAdded$390K
Astrazeneca Plc OrdAZN6.51K$1.28M0.1%New
Ing Groep N.V.48.9K$1.27M0.1%−$95.4KCut−$103.9K
Hsbc Hldgs Plc15.2K$1.25M0.1%$58KCut$55.6K
Bank Montreal Que9.2K$1.25M0.1%$50.6KAdded$61.6K
Vanguard Specialized Funds5.79K$1.24M0.1%−$27.3KCut−$95.5K
Mastercard IncMA2.48K$1.24M0.1%−$176.8KCut−$258.4K
Shinhan Financial Group Co L20.1K$1.23M0.1%$147.5KAdded$205.4K
Sumitomo Mitsui Finl Group I61.6K$1.22M0.1%$25.9KCut$14.4K
Telefonica Brasil Sa74.5K$1.18M0.1%$301.5KCut$133.7K
Vanguard Growth Etf2.64K$1.15M0.1%−$110.4KAdded$98.8K
TechnipFMC PLCFTI16.6K$1.15M0.1%$402.8KAdded$418.3K
Pfizer IncPFE40.6K$1.14M0.1%$109KAdded$285.7K
Goldman Sachs Group Inc1.33K$1.13M0.1%−$41.6KAdded$19.3K
Cigna GroupCI4.22K$1.13M0.1%−$35.8KCut−$102.4K
Celestica IncCLS3.93K$1.11M0.1%−$54.7KCut−$64.7K
Dr Reddys Labs Ltd79.7K$1.1M0.1%−$15KAdded−$4.76K
Visa Inc.V3.56K$1.08M0.1%−$172.6KCut−$325.5K
Toyota Motor Corp5.13K$1.06M0.1%−$34.9KAdded$118.6K
Vanguard Tax-Managed Fds16.3K$1.05M0.1%$25.6KAdded$52.9K
Baker Hughes Company17.1K$1.04M0.1%$262.4KAdded$273.9K
Vanguard Index Fds3.15K$1.01M0.1%−$42.4KAdded$29.8K
Quanta Svcs Inc1.8K$989.6K0.1%$223.5KAdded$246.6K
Sap Se5.77K$988.6K0.1%−$414KCut−$441.2K
Camden Natl Corp20.4K$966K0.1%$76KAdded$155.5K
Fifth Third Bancorp20.7K$963.6K0.1%−$3.29KAdded$523.6K
Myr Group Inc DelMYRG3.31K$933.7K0.1%$211.1KCut−$66.6K
Regeneron Pharmaceuticals, Inc.REGN1.21K$933.3K0.1%$877Added$53.4K
Dimensional Etf Trust17.4K$920.1K0.1%$41KAdded$209.6K
Bank America Corp18.8K$917.6K0.1%−$117.6KCut−$125.9K
American Express CoAXP3.01K$911.4K0.1%−$203.3KCut−$310.6K
Pearson Plc69.3K$910.5K0.1%−$63.1KCut−$123.7K
Associated Banc Corp35K$906.2K0.1%$3.42KAdded$24.2K
Flex Ltd.FLEX13.8K$904.3K0.1%$68.5KAdded$83.5K
Kroger CoKR12.4K$896.5K0.1%$122.4KCut$107.3K
Dimensional Etf Trust12.5K$891.2K0.1%$12.3KAdded$304.9K
Royal Bk Cda5.5K$890K0.1%−$47.2KAdded−$34.6K
Credicorp LtdBAP2.62K$889.7K0.1%$136.9KCut$118.2K
Invesco Qqq Tr1.54K$888.9K0.1%−$49.4KAdded$71.2K
Renew Energy Global Plc193.1K$884.5K0.1%−$166.4KAdded$6.08K
Sterling Infrastructure, Inc.STRL2.15K$877.3K0.1%$209.7KAdded$241.8K
Bunge Global SaBG6.8K$865.6K0.1%$258KAdded$262.8K
Hudbay Minerals Inc.HBM41.2K$860.7K0.1%$43.2KCut−$2.33K
American Wtr Wks Co Inc New6.3K$857.9K0.1%$35.2KCut−$15.4K
Vanguard Index Fds3.2K$837.9K0.1%$12.7KCut−$99.5K
Micron Technology IncMU2.47K$833.5K0.1%$57.3KAdded$521.8K
Koninklijke Philips N V30.3K$828.9K0.1%$9.25KAdded$45.7K
Mckesson CorpMCK954$825.6K0.1%$41KAdded$79.9K
Alibaba Group Hldg Ltd6.5K$816K0.1%−$135.2KAdded−$122.3K
H2o AmericaHTO13.8K$809.6K0.1%$103KAdded$288.3K
Beazer Homes Usa IncBZH41.8K$803.4K0.1%−$43KCut−$218.8K
Accenture Plc Ireland4.04K$800.7K0.1%−$199.9KAdded$34.7K
Aegon Ltd110.3K$800.4K0.1%−$49.2KAdded−$42.9K
Anglogold Ashanti PlcAU8.2K$798.4K0.1%$99.1KHeld
Sony Group Corp38.5K$796.1K0.1%−$188.4KCut−$349K
Solaredge Technologies, Inc.SEDG15.6K$795.8K0.1%$339.5KAdded$354.6K
Xpeng Inc46.5K$795.7K0.1%−$147.4KCut−$264.4K
Ziff Davis, Inc.ZD18.9K$791.4K0.1%$128.4KCut$82.1K
Edison Intl10.8K$790.4K0.1%$116.5KAdded$259.1K
Wintrust Finl Corp5.68K$789.7K0.1%−$5KHeld
Vertex Pharmaceuticals Inc1.75K$782.8K0.1%−$11.2KAdded$40.2K
Hershey CoHSY3.65K$759.6K0.1%$92.8KAdded$107.8K
Arrow Electrs Inc5.25K$752.2K0.1%$152.4KAdded$246.9K
Nokia Corp93K$747.3K0.1%$143.2KAdded$157.1K
Amgen IncAMGN2.11K$743.1K0.1%$48.5KAdded$96.3K
California Wtr Svc Group16.4K$742.9K0.1%$25.2KAdded$200.5K
Wipro LtdWIT347.8K$737.2K0.1%−$250.4KCut−$787.7K
Qcr Holdings IncQCRH8.62K$736.5K0.1%$18.5KCut$11.8K
Eversource EnergyES10.5K$728.9K0.1%$15.4KAdded$196.6K
Cardinal Health IncCAH3.44K$725.9K0.1%$20KCut−$44.4K
Stantec IncSTN8.39K$725.2K0.1%−$66.8KCut−$137.6K
Walmart Inc.WMT5.74K$713K0.1%$73.8KCut$59.1K
Automatic Data Processing In3.51K$712.3K0.1%−$189.5KCut−$306.3K
Travelers Companies, Inc.TRV2.44K$712K0.1%$3.95KCut−$4.17K
Unitedhealth Group IncUNH2.57K$694.9K0.1%−$150KAdded−$137K
Shopify Inc.SHOP5.83K$691.2K0.1%−$246.8KCut−$247.7K
United Nat Foods Inc15.3K$690.5K0.1%$174.5KCut$144.1K
International Business Machs2.84K$689.4K0.1%−$152.6KAdded−$150.4K
Lowes Cos Inc2.9K$685.8K0.1%−$13.6KAdded$14.1K
Abrdn Silver Etf TrustSIVR9.4K$673.1K0.1%$13.9KAdded$436.4K
Nasdaq, Inc.NDAQ7.92K$672.1K0.1%−$96.9KCut−$97K
Jones Lang Lasalle IncJLL2.2K$668.2K0.1%−$70.3KAdded−$67.9K
Hp IncHPQ34.7K$667K0.1%−$53.8KAdded$276.8K
Novo-Nordisk A S18.1K$666.3K0.1%−$256.2KCut−$690.4K
Byline Bancorp, Inc.BY21.1K$665.9K0.1%$49.2KAdded$73.5K
Unum Group9.08K$662.9K0.1%−$40.6KCut−$169.4K
Cummins IncCMI1.22K$656.4K0.1%$33.6KAdded$34.1K
Modine Mfg Co3.02K$655.3K0.1%$240.9KAdded$268.8K
Dimensional Etf Trust24.6K$653.4K0.1%$3.93KCut−$68K
Verisk Analytics, Inc.VRSK3.41K$646.5K0.1%−$115.6KCut−$305.8K
Illumina, Inc.ILMN5.24K$646.4K0.1%−$39.4KAdded−$6.93K
Northern Tr Corp4.61K$643.6K0.1%$13.3KAdded$32.7K
Caterpillar IncCAT904$640.4K0.1%$122.6KCut$94.5K
First Solar, Inc.FSLR3.21K$634.2K0.1%−$158.4KAdded−$12.6K
Intel CorpINTC14.3K$630.2K0.1%$99.6KAdded$121.8K
Invesco Exchange Traded Fd T13.2K$629.4K0.1%$8.08KHeld
Amer States Wtr Co8.23K$622.2K0.1%$22.4KAdded$104.3K
Vertiv Holdings CoVRT2.45K$614.4K0.1%$205.2KAdded$239K
Infosys LtdINFY45.3K$612K0.1%−$195.2KCut−$638.6K
Chart Inds Inc2.93K$606.7K0.1%$1.48KAdded$18.6K
Precision Drilling CorpPDS6.1K$600.1K0.1%$137.3KAdded$228K
Hewlett Packard Enterprise C25.1K$597.9K0.1%−$4.86KAdded$41.7K
Credo Technology Group Holdi6.33K$594.5K0.1%−$219.6KAdded−$37.2K
Western Digital CorpWDC2.19K$593.5K0.1%$186.1KAdded$267K
Expro Group Holdings Nv33.9K$590.4K0.1%$136.8KAdded$140.7K
Procter And Gamble CoPG4.08K$590K0.1%$4.62KCut−$21.9K
ServiceNow, Inc.NOW5.63K$588.4K0.1%−$207.4KAdded−$64.9K
Nomura Hldgs Inc74.1K$584.7K0.1%−$36.3KAdded−$24.2K
Darling Ingredients Inc.DAR9.44K$584.1K0.1%$244.1KCut$105.9K
Arista Networks, Inc.ANET4.75K$582.7K0.1%−$38.1KAdded−$22.1K
Pan Amern Silver Corp10.5K$576.2K0.1%$13.6KAdded$326.8K
CARRIER GLOBAL CorpCARR10.2K$573.3K0.1%$35.3KCut$19.5K
Heritage Comm Corp45.8K$572K0.1%$21KAdded$34.3K
Ww Grainger Inc524$571.6K0.1%$39.9KAdded$79.2K
Acuity Inc2.04K$570.2K0.1%−$149.3KAdded−$103.4K
Comfort Sys Usa Inc413$569.5K0.1%$162.7KAdded$228.9K
Enphase Energy, Inc.ENPH15.1K$569.2K0.1%$68.4KAdded$188.8K
Bristol-Myers Squibb Co9.38K$568.9K0.1%$49.7KAdded$169.6K
Wesco Intl Inc2.07K$566.3K0.1%$60KCut−$122.5K
Coca-Cola Europacific Partne6.22K$564.1K0.1%−$187Cut−$368
Middlesex Wtr Co10.8K$564.1K0.1%$17.7KCut−$45.2K
Ciena CorpCIEN1.45K$563.3K0.1%New
HCA Healthcare, Inc.HCA1.19K$563.2K0.1%$7.57KAdded$8.99K
Intuit Inc.INTU1.29K$556K0.1%−$240.4KAdded−$136.2K
Interface IncTILE22.3K$556K0.1%−$57.6KAdded$19.7K
Ishares Tr1.7K$541.7K0.0%−$39.9KAdded−$8.45K
Trip Com Group Ltd10.6K$529.7K0.0%−$202.5KAdded−$128.5K
Sunrun Inc.RUN38.9K$526.9K0.0%−$182.2KAdded−$165.7K
Exxon Mobil Corp3.09K$523.9K0.0%$152.3KCut$120.5K
Advanced Drain Sys Inc Del3.81K$521.8K0.0%−$29.2KAdded−$28.1K
New Jersey Res Corp9.43K$517.7K0.0%$73.1KAdded$134.4K
Marvell Technology, Inc.MRVL5.19K$513.7K0.0%$53KAdded$193.7K
Planet Labs PbcPL18.1K$506.9K0.0%$149.3KCut$35.5K
Csx CorpCSX12.3K$505.9K0.0%$59.2KHeld
Vipshop Hldgs Ltd32K$503.6K0.0%−$63.1KCut−$111.1K
Granite Constr Inc4.2K$503.5K0.0%$19KCut−$12.1K
FabrinetFN965$503.3K0.0%$50KAdded$159.5K
United Microelectronics CorpUMC55.9K$501.6K0.0%$62.6KCut$56.6K
Rocket Cos Inc35.2K$501.2K0.0%−$179.7KCut−$517.4K
Teva Pharmaceutical Inds Ltd16.6K$499.1K0.0%−$17.5KAdded−$614
Spdr Series Trust18.9K$498.4K0.0%−$3.22KHeld
Sherwin Williams CoSHW1.55K$496.5K0.0%−$5.35KAdded−$1.83K
Piper Sandler CompaniesPIPR6.39K$489K0.0%New
Williams Sonoma IncWSM2.67K$487.7K0.0%$9.92KAdded$14.3K
Canadian Imperial Bank Of Co5.15K$487.6K0.0%$18.2KAdded$88.6K
Qualcomm Inc3.77K$486.1K0.0%−$159.6KCut−$222K
Deere & CoDE863$486.1K0.0%$79.8KAdded$105.8K
Medtronic PlcMDT5.59K$484.7K0.0%−$49.6KAdded−$21.1K
Northrop Grumman Corp705$480.7K0.0%$78.9KCut$73.2K
Perimeter Solutions, Inc.PRM19.6K$479.8K0.0%−$59.1KAdded−$43.3K
Tetra Tech Inc New15.9K$478.9K0.0%−$44.2KAdded$45.1K
Archrock, Inc.AROC13.8K$478.8K0.0%$120.8KCut$107.6K
Stride, Inc.LRN5.4K$475.8K0.0%$107KAdded$176.9K
Abercrombie & Fitch Co5.2K$475K0.0%−$178KAdded−$174.3K
Formfactor IncFORM4.89K$474.2K0.0%New
Vanguard Index Fds1.58K$472.2K0.0%−$25.2KCut−$49.8K
Huntington Bancshares Inc30K$469.9K0.0%−$27.5KAdded$188.9K
Taseko Mines Ltd72.4K$466.9K0.0%$57.2KCut−$11.8K
Rogers Communications Inc12.1K$466.4K0.0%$8.07KAdded$43.4K
Ebay IncEBAY5.09K$463.7K0.0%$19.8KAdded$24.1K
Kt CorpKT21.6K$463.3K0.0%$50.5KAdded$76.9K
Fastenal CoFAST9.98K$463.3K0.0%$62.6KCut−$36.6K
General Mtrs Co6.21K$462.8K0.0%−$38.5KAdded$3.42K
Watts Water Technologies IncWTS1.58K$459.5K0.0%$18.5KAdded$101.5K
Fiserv IncFISV8.23K$459.5K0.0%−$89.2KAdded−$67.7K
Jd.Com Inc15.4K$456.9K0.0%$10.8KAdded$101.9K
Ishares Tr1.28K$456.8K0.0%−$21.6KHeld
Comcast Corp New15.9K$455.5K0.0%−$11.2KAdded$172.5K
Banco Santander Chile New13.5K$449.9K0.0%$30.8KCut$30.6K
Huron Consulting Group Inc.HURN3.52K$449.4K0.0%−$160.1KCut−$261.3K
Peoples Bancorp IncPEBO13.5K$443.8K0.0%$38.3KCut$36.4K
Commscope Hldg Co IncVISN24.2K$440.6K0.0%$1.59KAdded$27.8K
Halozyme Therapeutics, Inc.HALO6.81K$440.3K0.0%−$18.2KCut−$27.3K
Li Auto Inc24.3K$433.4K0.0%$21.9KCut$15.2K
Vanguard Intl Equity Index F8K$432.2K0.0%$2.32KCut−$7.14K
Protagonist Therapeutics, IncPTGX4.09K$431.5K0.0%$68KAdded$102.8K
Maximus, Inc.MMS6.72K$430.7K0.0%−$118KAdded−$27.6K
Lam Research CorpLRCX2.01K$429.9K0.0%$75.4KAdded$126K
Ishares Tr1.72K$426.4K0.0%$3KCut−$6.11K
Progressive Corp2.15K$426.2K0.0%−$63.4KCut−$133.3K
Metlife Inc6K$424.7K0.0%−$46.3KAdded−$19.6K
Primoris Svcs Corp2.93K$418.7K0.0%$55.3KCut−$8.12K
Uber Technologies, IncUBER5.82K$418.3K0.0%−$56.9KCut−$69.2K
Jackson Financial Inc3.94K$417.1K0.0%−$3.67KCut−$27.5K
Union Pac Corp1.71K$413.9K0.0%$19.3KCut−$43.2K
Adtalem Global Ed IncCVSA3.58K$412.9K0.0%$38.5KAdded$74.7K
Progress Software Corp16.1K$412.8K0.0%−$278.6KCut−$401.8K
Janus Henderson Group Plc8.03K$412.7K0.0%$27.7KAdded$66.3K
Toronto Dominion Bk Ont4.36K$407K0.0%−$3.19KAdded$70K
Block H & R Inc12.8K$405.4K0.0%New
Moodys Corp929$405.3K0.0%−$69.3KCut−$141.3K
Kimball Electronics, Inc.KE17.1K$404.3K0.0%−$57KAdded$20.2K
Akamai Technologies IncAKAM3.52K$404.3K0.0%$97.2KCut$95.8K
Motorola Solutions, Inc.MSI931$404K0.0%$47.2KHeld
Kratos Defense & Sec Solutio5.71K$402.6K0.0%−$21.2KAdded$104.8K
Univest Financial Corporatio11.7K$401.7K0.0%$17.5KAdded$24.7K
RTX CorpRTX2.07K$399.7K0.0%$19.7KCut−$83.4K
Ishares Tr1.86K$396.8K0.0%$6.18KHeld
Ishares Tr603$393.9K0.0%−$17.3KAdded$19.9K
Franklin Templeton Digital H10K$391.9K0.0%−$114.1KCut−$417.7K
Avnet IncAVT6.34K$391K0.0%$71.8KAdded$135.9K
Gen Digital Inc20.7K$390.5K0.0%−$173.4KCut−$176.7K
Boston Scientific CorpBSX6.2K$388.9K0.0%−$202.1KCut−$259K
Array Technologies, Inc.ARRY53K$382.9K0.0%−$105.4KCut−$171.2K
Oruka Therapeutics, Inc.ORKA7.8K$382.7K0.0%New
Insmed IncINSM2.34K$382.3K0.0%−$24.6KCut−$35.2K
Lincoln Natl Corp Ind10.7K$381.4K0.0%−$97KCut−$108.6K
Itron, Inc.ITRI4.24K$379.9K0.0%−$10.2KAdded$86.3K
Ishares Inc5.37K$374.8K0.0%New
Topbuild Corp1.06K$372.7K0.0%−$69.6KAdded−$67.8K
Us Foods Hldg Corp4K$368.8K0.0%$62.6KAdded$89.7K
Aci Worldwide, Inc.ACIW8.99K$368.7K0.0%−$40.1KAdded$86.8K
Companhia Paranaense De Ener30.7K$366.9K0.0%$73.2KAdded$80.6K
First Mid Ill Bancshares IncFMBH8.9K$366.6K0.0%$19.2KAdded$24.8K
Jacobs Solutions Inc.J2.88K$366.3K0.0%−$14.9KHeld
Rocket Lab CorpRKLB5.7K$366.2K0.0%−$23.7KAdded$68.3K
Kforce IncKFRC12.5K$365.4K0.0%−$21KCut−$372.6K
Turkcell Iletisim Hizmetleri60.5K$364.9K0.0%$27.7KAdded$94.6K
Aurinia Pharmaceuticals Inc.AUPH24.6K$364.6K0.0%−$26KAdded−$2.34K
Oil Sts Intl Inc31.3K$364.3K0.0%$148.8KAdded$157.4K
Cousins Pptys Inc16.1K$362.8K0.0%−$51.6KCut−$344.6K
Vanguard Index Fds1.85K$362.2K0.0%New
Palomar Hldgs Inc3.03K$362K0.0%−$44.3KAdded−$29.2K
Csg Sys Intl Inc4.5K$360K0.0%$13.9KAdded$31.8K
Target CorpTGT2.97K$360K0.0%$58.6KAdded$115.7K
Synchrony Financial5.28K$359.2K0.0%−$81.4KCut−$102.7K
BridgeBio Pharma, Inc.BBIO4.84K$359.1K0.0%−$10.7KAdded−$7.72K
Biomarin Pharmaceutical IncBMRN6.3K$355.7K0.0%−$11.4KAdded$124.7K
Acadian Asset Management Inc.AAMI6.5K$353.7K0.0%$48.2KHeld
Deutsche Bank A G11.8K$352.6K0.0%−$104KCut−$125.3K
Chevron Corp NewCVX1.7K$352.6K0.0%$92.9KHeld
Cboe Global Mkts Inc1.25K$352.2K0.0%$32.7KAdded$79.3K
Scansource, Inc.SCSC9.59K$348K0.0%−$22.1KAdded$34.6K
Mizuho Financial Group Inc43.8K$347.6K0.0%$25.6KAdded$45.5K
Dimensional Etf Trust8.92K$347.5K0.0%New
Seagate Technology Hldngs Pl882$345.5K0.0%$95.3KAdded$120K
At&T Inc11.8K$342.4K0.0%$49KCut$47.7K
Itt Inc.ITT1.8K$342.4K0.0%$30.6KHeld
Parker-Hannifin CorpPH382$342K0.0%$6.22KCut−$78.2K
Kla CorpKLAC230$338.7K0.0%$48.6KAdded$109K
Keysight Technologies, Inc.KEYS1.2K$338.6K0.0%$80KAdded$133.3K
Emerson Elec Co2.58K$337.5K0.0%−$4.38KCut−$9.29K
Intuitive Surgical IncISRG732$337.4K0.0%−$77.1KCut−$93.6K
Fluor Corp NewFLR7.23K$337.2K0.0%$50.5KAdded$52.3K
Compass, Inc.COMP45.8K$334.8K0.0%−$70KAdded$108K
Franklin Elec Inc3.61K$333.1K0.0%−$12.1KHeld
Nio Inc55.2K$332.8K0.0%$49.2KAdded$63K
GE Vernova Inc.GEV378$330K0.0%New
CAE IncCAE12.6K$328.6K0.0%−$53.9KAdded−$46.5K
Sanofi Sa6.81K$327.9K0.0%−$1.9KCut−$136.5K
Axon Enterprise, Inc.AXON772$327.9K0.0%−$75.3KAdded$29.1K
Terawulf Inc.WULF22.7K$327.6K0.0%$62.8KAdded$82.2K
Hubbell IncHUBB667$327.3K0.0%$31.1KAdded$31.5K
Hdfc Bank LtdHDB13.1K$325.9K0.0%−$152.7KCut−$206.9K
Netease Inc2.9K$324.6K0.0%−$74.5KCut−$78.2K
Synopsys IncSNPS817$323.9K0.0%−$58.7KAdded−$52.8K
Baidu Inc2.89K$321.7K0.0%−$55.5KCut−$192K
Cadence Design System Inc1.16K$321.4K0.0%−$39.4KAdded−$33.6K
Lumentum Hldgs Inc457$321.2K0.0%New
Dana IncDAN9.53K$320.8K0.0%$90.3KAdded$103.7K
Mercantile Bk Corp6.32K$319.3K0.0%$14.6KAdded$26.9K
Hasbro, Inc.HAS3.41K$319K0.0%$37.6KAdded$53.1K
Tjx Cos Inc New2K$318.9K0.0%$12.2KCut−$29.6K
OUTFRONT Media Inc.OUT12K$318.5K0.0%$26.3KAdded$54.6K
Regions Financial Corp New12.2K$318.2K0.0%−$11.8KAdded−$8.36K
Columbia Bkg Sys Inc11.6K$316.9K0.0%−$5.8KAdded$5.2K
Energy Vault Holdings, Inc.NRGV95.8K$316.3K0.0%−$125.6KCut−$144.7K
Sally Beauty Hldgs Inc22.7K$314.9K0.0%−$9.01KAdded$1.52K
Trane Technologies PlcTT753$313.8K0.0%$20.7KCut$13K
OneSpan Inc.OSPN29.7K$313.2K0.0%−$68.7KCut−$318.5K
Becton Dickinson & CoBDX1.99K$312.3K0.0%−$72KAdded−$67K
Tutor Perini CorpTPC4.04K$312.1K0.0%New
Terex Corp New5.27K$311.4K0.0%New
Hecla Mng Co16.6K$309.6K0.0%−$6.79KAdded$77K
Echostar CorpECHO2.64K$309.1K0.0%$21.9KAdded$24.9K
Icici Bank Limited11.9K$308.4K0.0%−$46.4KCut−$87.8K
Vse Corp1.67K$308.1K0.0%$19.2KAdded$22.4K
Signet Jewelers Limited3.63K$307.4K0.0%$6.13KAdded$18.9K
Esco Technologies IncESE1.08K$305K0.0%New
Yelp IncYELP12.2K$302.8K0.0%New
Ge Aerospace1.06K$301.9K0.0%−$25.8KHeld
Lithia Mtrs Inc1.21K$301.2K0.0%−$99.6KCut−$111.3K
United Rentals, Inc.URI413$300.9K0.0%−$29.9KAdded$1.45K
Banco Bilbao Vizcaya Argenta13.9K$300K0.0%−$22.9KCut−$25.6K
Freedom Hldg Corp NevFRHC2.07K$299.9K0.0%$48KCut$46.1K
Palantir Technologies Inc.PLTR2.05K$299.9K0.0%−$64.5KCut−$494.5K
Matador Res Co4.7K$296.8K0.0%New
Chubb Limited909$296.3K0.0%$12.3KAdded$18.5K
PagerDuty, Inc.PD47.3K$293.8K0.0%New
Zymeworks Inc.ZYME11.7K$292.2K0.0%−$13.2KAdded$23K
Amneal Pharmaceuticals, Inc.AMRX23.4K$291.1K0.0%−$3.89KAdded$2.97K
Vontier CorpVNT8.16K$289.6K0.0%−$13.1KAdded$5.08K
Aptiv PlcAPTV4.16K$288.5K0.0%−$27.6KCut−$38.7K
Ishares Tr676$288.2K0.0%−$31.7KHeld
V2X, Inc.VVX4.2K$287.9K0.0%$58.6KHeld
Howmet Aerospace Inc.HWM1.25K$287.8K0.0%$26.5KAdded$74.2K
Upwork, IncUPWK26.2K$287.3K0.0%−$232.2KCut−$254.7K
Oceaneering Intl Inc8.09K$287K0.0%New
Broadridge Finl Solutions In1.76K$286.1K0.0%−$105.4KAdded−$101.3K
Shoals Technologies Group In43.2K$284.2K0.0%−$63.4KAdded$3.7K
Clear Channel Outdoor Hldgs118.8K$281.6K0.0%$8.03KAdded$170.6K
Gap IncGAP11.5K$278.3K0.0%−$15.9KAdded−$12.5K
World Gold Tr3K$278.1K0.0%New
Gartner IncIT1.76K$278K0.0%New
Caleres IncCAL26.3K$277.2K0.0%−$42.9KCut−$117.7K
Gibraltar Inds Inc6.94K$276.7K0.0%−$52.4KAdded$6.11K
Plug Power IncPLUG122.2K$276.3K0.0%$14.6KAdded$176.9K
Lear CorpLEA2.27K$275K0.0%$14.7KCut$7.27K
Glaukos CorpGKOS2.55K$275K0.0%−$12.8KAdded−$875
Victorias Secret And Co5.91K$274.1K0.0%−$45KAdded−$38.1K
Western Alliance Bancorp3.85K$273K0.0%−$50.9KCut−$74.6K
American Pub Ed Inc4.76K$270.9K0.0%New
Palo Alto Networks IncPANW1.69K$270.6K0.0%New
Fortinet, Inc.FTNT3.31K$270.4K0.0%$7.63KAdded$7.96K
Ceco Environmental CorpCECO4.53K$270K0.0%−$962Added$56.6K
Ivanhoe Electric Inc.IE22.7K$268.9K0.0%−$83.5KAdded−$51.8K
Tencent Music Entmt Group28.9K$268.6K0.0%−$238.8KCut−$372.4K
Select Sector Spdr Tr2.02K$268.1K0.0%New
Universal Display Corp2.9K$265.8K0.0%−$56.7KAdded$2.13K
Sprouts Fmrs Mkt Inc3.44K$265K0.0%−$8.25KAdded$6.25K
Dover CorpDOV1.27K$264.7K0.0%$16.8KAdded$17.2K
Twist Bioscience CorpTWST5.54K$263.5K0.0%New
Barclays Plc12.4K$262.7K0.0%−$53.3KHeld
Nice Ltd2.38K$262.5K0.0%New
Compania De Minas Buenaventu7.23K$260.6K0.0%New
Taysha Gene Therapies, Inc.TSHA58.2K$260.3K0.0%−$56.8KAdded−$43.1K
Thermo Fisher Scientific Inc.TMO525$258.2K0.0%−$46.2KCut−$81.5K
Ishares Tr4.5K$255.9K0.0%New
Sk Telecom Co LtdSKM8.67K$254K0.0%New
Pepsico IncPEP1.63K$253.4K0.0%$19.2KCut−$35.5K
Adobe Inc.ADBE1.04K$253.3K0.0%−$111.4KCut−$189.4K
Energizer Hldgs Inc New15.4K$253K0.0%New
Vanguard World Fd2.25K$252.8K0.0%−$19.6KHeld
Assurant Inc1.15K$251.1K0.0%−$26KAdded−$20.3K
Willdan Group, Inc.WLDN3.28K$250.8K0.0%−$73.1KAdded−$28.9K
United Therapeutics Corp Del422$250.2K0.0%$44.2KAdded$46.6K
Sitime CorpSITM724$250K0.0%−$5.21KAdded$15.2K
Rambus Inc Del2.9K$249.3K0.0%−$13KAdded$46.2K
Eastern Bankshares, Inc.EBC12.7K$248.9K0.0%$14.4KCut$13K
Constellium SeCSTM10.1K$248.1K0.0%New
Core Laboratories Inc14.7K$246.7K0.0%$11KAdded$14.1K
Forum Energy Technologies In4.19K$245.9K0.0%New
Travel Plus Leisure Co3.53K$244.5K0.0%−$4.74KCut−$8.97K
Disney Walt Co2.54K$244.4K0.0%−$44.2KCut−$62.4K
Bancorp Inc Del4.47K$240.4K0.0%−$61.7KCut−$63.2K
Vanguard Bd Index Fds3.25K$239.1K0.0%New
Canadian Pacific Kansas City3.04K$238.8K0.0%$15.3KCut$14.6K
Orix Corp7.96K$238.6K0.0%$6.13KHeld
Lindsay CorpLNN2K$237.9K0.0%New
American Centy Etf Tr2.13K$237.3K0.0%−$1.28KHeld
Sabre CorpSABR163.4K$236.9K0.0%$3.16KAdded$189.1K
Liveramp Hldgs Inc8.93K$236.8K0.0%−$24.4KAdded−$14.9K
Lumen Technologies, Inc.LUMN34K$236.3K0.0%−$27.9KCut−$35K
Old Second Bancorp Inc Ill11.6K$233.7K0.0%$7.65KCut$3.46K
Ishares Tr2.77K$231.9K0.0%New
InterDigital, Inc.IDCC767$231.6K0.0%New
Sociedad Quimica Y Minera De2.85K$230.8K0.0%New
Element Solutions IncESI6.74K$230.2K0.0%New
Stmicroelectronics N V6.6K$228K0.0%New
Dimensional Etf Trust6.71K$228K0.0%$8.31KCut$5.5K
Ptc Therapeutics, Inc.PTCT3.34K$227.6K0.0%−$26.2KCut−$53.5K
Healthequity, Inc.HQY2.72K$227.3K0.0%−$21.9KCut−$41.7K
United Parks & Resorts Inc.PRKS6.94K$226.8K0.0%−$25.3KHeld
Primo Brands CorpPRMB12K$226.3K0.0%New
Sysco CorpSYY3.17K$226.2K0.0%−$7.34KAdded−$2.84K
Thomson Reuters Corp2.51K$225.6K0.0%−$105.1KCut−$833.5K
Noah Hldgs Ltd22.6K$224.2K0.0%−$3.17KCut−$6.23K
Shutterstock, Inc.SSTK13.4K$223.1K0.0%−$33KAdded−$29.9K
Ishares Tr1.97K$222.7K0.0%−$16.5KAdded$22K
Fluence Energy, Inc.FLNC16.1K$222.2K0.0%−$84.7KAdded−$56.1K
Radian Group IncRDN6.71K$221.8K0.0%−$19.5KCut−$25.6K
Frontdoor, Inc.FTDR4.16K$219.8K0.0%New
Newmont Corp2.03K$219.6K0.0%New
Sanmina CorpSANM1.69K$219.2K0.0%New
Home Depot, Inc.HD666$219.2K0.0%−$10.1KCut−$63.5K
Staar Surgical CoSTAA11.7K$219K0.0%−$51.4KCut−$121.9K
Booking Holdings Inc.BKNG52$218.9K0.0%−$53.8KAdded−$32.8K
Advanced Energy Inds677$218.5K0.0%New
Simply Good Foods CoSMPL15.2K$218.4K0.0%New
Aerovironment IncAVAV1.19K$217.3K0.0%−$53.8KAdded−$4.05K
Ryder Sys Inc1.06K$217.2K0.0%$14.1KHeld
DoorDash, Inc.DASH1.44K$215.9K0.0%−$106.6KAdded−$100.5K
Lpl Finl Hldgs Inc711$213.9K0.0%−$37.4KAdded−$22.9K
Expedia Group, Inc.EXPE926$213.8K0.0%−$41.1KAdded−$8.31K
Somnigroup International Inc.SGI2.89K$213.8K0.0%−$44.4KHeld
Starbucks CorpSBUX2.38K$213.6K0.0%New
Danaher Corporation1.11K$209.9K0.0%−$43.5KCut−$58.6K
Weatherford Intl Plc2.21K$208.8K0.0%New
Old Natl Bancorp Ind9.45K$208.8K0.0%−$1.98KHeld
Restaurant Brands Intl Inc2.81K$207.7K0.0%New
Bce Inc8.22K$207.6K0.0%$11.7KCut$3.58K
Rpm Intl Inc2.08K$207K0.0%−$9.11KAdded$1.03K
Organon & Co.OGN34.5K$206.4K0.0%−$40.7KCut−$82.3K
Applied Digital Corp.APLD8.67K$205.8K0.0%New
e.l.f. Beauty, Inc.ELF3.39K$205.5K0.0%−$52.3KCut−$65.6K
Semtech CorpSMTC2.67K$205.5K0.0%New
Kohls CorpKSS15.9K$205.2K0.0%−$95.3KAdded−$53.8K
Parsons Corp Del3.78K$204.9K0.0%−$28.9KHeld
Crh Plc1.94K$204.4K0.0%−$38.3KCut−$47.5K
Beone Medicines Ltd679$201.6K0.0%−$4.51KAdded$1.13K
Incyte CorpINCY2.14K$201.3K0.0%New
Brinker Intl Inc1.41K$200.8K0.0%−$1.04KCut−$88.9K
Tango Therapeutics, Inc.TNGX9.56K$200K0.0%New
Banco Bradesco S A53.2K$194.3K0.0%$10.3KAdded$87.3K
Tetra Technologies Inc Del19.3K$164.7K0.0%−$16.4KCut−$42.4K
Evolv Technologies Hldngs In18.5K$111.9K0.0%−$20.5KHeld
Lloyds Banking Group Plc17.7K$89.2K0.0%−$4.79KHeld
B & G Foods Inc NewBGS16.4K$79.1K0.0%New
Puma Biotechnology, Inc.PBYI11.2K$71.6K0.0%New
Rapid7, Inc.RPD12.4K$68.2K0.0%New
Playtika Hldg Corp22.5K$62.6K0.0%New
Gray Media Inc14.3K$62.1K0.0%−$7.15KCut−$142.2K
Ironwood Pharmaceuticals IncIRWD17.5K$61.5K0.0%New
Myriad Genetics IncMYGN13.4K$60.4K0.0%−$22.2KHeld
Ribbon Communications Inc.RBBN26.1K$55.3K0.0%New
Burford Cap Ltd11.3K$51.2K0.0%−$49.8KCut−$203.8K
Mannkind CorpMNKD16.3K$39.9K0.0%−$52.4KHeld
Ambev Sa13.5K$39.4K0.0%$6.07KHeld
8x8 Inc New22.8K$37.8K0.0%−$7.06KHeld
Bumble Inc.BMBL10.6K$34.4K0.0%New
Acco Brands CorpACCO11.3K$33.8K0.0%−$8.22KCut−$90.9K
Iheartmedia Inc11K$32.1K0.0%−$13.7KCut−$206.8K
Taboola.com Ltd.TBLA10.3K$32K0.0%−$15.6KHeld
EVgo Inc.EVGO17.3K$29.7K0.0%−$20.5KHeld
Pacific Biosciences Calif In18.4K$24.3K0.0%−$10.1KCut−$188.7K
Cia Energetica De Minas Gera10.1K$24.2K0.0%$3.94KHeld
Bit Digital, IncBTBT10.7K$14K0.0%−$6.18KCut−$50.4K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.