13F

Investor

Align Financial, LLC

CIK 0002089183 · filed 2026-05-08 · SEC filing

13F book

$175.9M

Positions

373

8 new · 24 sold

Largest name

21.1%

American Centy Etf Tr

Est. mark

$173.4M

Price effect on 365 names still held. Flow −$169.9M.
NameTickerSharesValueWeightEst. markChange
American Centy Etf Tr333.3K$37.1M21.1%$36.7MCut$1.05M
American Centy Etf Tr170.2K$14.4M8.2%$14.3MCut$864.2K
Fidelity Covington Trust280.1K$14M8.0%$13.8MCut−$1.38M
American Centy Etf Tr331.1K$13.8M7.8%$13.4MCut$783K
Vanguard Index Fds56.4K$11.1M6.3%$11MCut−$89.7K
American Centy Etf Tr93.2K$7.51M4.3%$7.41MCut$648.4K
Vanguard Index Fds19.5K$6.24M3.5%$6.23MCut−$26.9K
Vanguard Index Fds17.9K$4.7M2.7%$4.68MCut$1.92M
American Centy Etf Tr44.5K$3.92M2.2%$3.87MCut$36.2K
Ishares Tr76.8K$3.55M2.0%$3.47MCut$697.1K
Apple Inc.AAPL13.7K$3.49M2.0%$3.47MCut−$312.1K
Fidelity Merrimack Str Tr63.8K$2.91M1.7%$2.85MCut−$167.5K
Vanguard Bd Index Fds38.4K$2.82M1.6%$2.79MCut$753.7K
American Centy Etf Tr60K$2.75M1.6%$2.69MCut$41.3K
Dimensional Etf Trust31K$2.2M1.3%$2.17MCut−$62.7K
Vanguard Mun Bd Fds38.2K$1.91M1.1%$1.87MCut−$15.3K
Vanguard Index Fds3.13K$1.87M1.1%$1.87MCut−$105.8K
Nvidia CorpNVDA10.2K$1.77M1.0%$1.76MCut−$102.6K
Dimensional Etf Trust45.6K$1.77M1.0%$1.73MCut−$39.8K
Vanguard Tax-Managed Fds25.1K$1.61M0.9%$1.58MCut$534
Amazon Com IncAMZN7.29K$1.52M0.9%$1.51MCut−$168.7K
Invesco Qqq Tr2.07K$1.19M0.7%$1.19MCut−$76.9K
Spdr S&P 500 Etf Tr1.77K$1.15M0.7%$1.15MCut−$51.5K
Ishares Tr1.64K$1.07M0.6%$1.07MCut−$50.4K
Vanguard Whitehall Fds11.3K$1.07M0.6%$1.06MCut$38.1K
Alphabet Inc3.4K$979.1K0.6%$975.7KCut−$138K
Fidelity Covington Trust28.1K$977.7K0.6%$949.6KCut$16.3K
Invesco Exch Traded Fd Tr Ii25K$883.8K0.5%$858.8KCut$317.7K
Visa Inc.V2.88K$868.9K0.5%$866.1KCut−$137.9K
Vanguard Growth Etf1.78K$777.9K0.4%$776.1KCut−$99.7K
Ishares Tr4.88K$695.1K0.4%$690.2KCut−$30.5K
Exxon Mobil Corp3.9K$661K0.4%$657.1KCut$73K
Meta Platforms, Inc.META1.1K$629.5K0.4%$628.4KCut−$103.4K
Microsoft CorpMSFT1.48K$546.7K0.3%$545.3KCut−$178.7K
Vanguard Index Fds2.61K$537.1K0.3%$534.5KCut−$8.66K
Vanguard Intl Equity Index F9.46K$511K0.3%$501.6KCut−$18.6K
Vanguard Index Fds2.18K$473.1K0.3%$470.9KCut$13.2K
Ishares Tr4.99K$462.5K0.3%$457.5KCut$34.2K
Invesco Exch Traded Fd Tr Ii6.49K$453.3K0.3%$446.8KCut$82.1K
Alphabet Inc1.57K$450.2K0.3%$448.7KCut−$42.3K
Fidelity Comwlth Tr5.21K$442K0.3%$436.8KCut$170.8K
Ishares Tr996$424.7K0.2%$423.7KCut−$46.7K
Ishares Tr3.24K$366.1K0.2%$362.9KCut−$32.9K
Schwab Strategic Tr14K$352.1K0.2%$338.1KCut−$15.9K
Ishares Tr1.63K$347.4K0.2%$345.8KCut$5.41K
Ishares Tr4.37K$333.6K0.2%$329.2KCut$245.5K
John Hancock Exchange Traded4.92K$330.2K0.2%$325.3KCut$116K
Wisdomtree Tr3.6K$321.1K0.2%$317.5KCut$4.49K
Eli Lilly & CoLLY343$315.6K0.2%$315.3KCut−$52.1K
Ishares Tr3.05K$315.2K0.2%New
Ishares Tr1.99K$301.3K0.2%$299.3KCut$20.4K
Vanguard Index Fds956$289K0.2%$288KCut$134
Farmers & Merchants BancorpFMCB11.2K$287.5K0.2%$276.3KCut$10.6K
Costco Whsl Corp New276$275.2K0.2%$274.9KCut$37.1K
Ishares Tr2.05K$262.6K0.1%$260.6KCut−$18.1K
Ishares Tr2.87K$259.5K0.1%$256.6KCut$3.07K
Tesla, Inc.TSLA685$254.6K0.1%$254KCut−$8.44K
Walmart Inc.WMT2.01K$249.7K0.1%$247.7KCut$25.9K
Dnp Select Income Fd Inc23.6K$242.8K0.1%$219.2KCut$7.31K
Pacer Fds Tr4.62K$242.2K0.1%$237.5KCut−$14.4K
Vanguard Intl Equity Index F3.1K$233.2K0.1%$230.1KCut$4.78K
Ishares Tr1.59K$231.6K0.1%$230KCut$7.45K
Spdr Index Shs Fds5.02K$229.2K0.1%$224.1KCut$6.22K
Ishares Tr909$225.4K0.1%$224.5KCut$1.67K
Vanguard Star Fds2.92K$225K0.1%$222.1KCut$52.2K
Home Depot, Inc.HD682$224.3K0.1%$223.6KCut−$10.4K
Flexshares Tr4.06K$224.1K0.1%$220.1KCut$37.8K
Procter And Gamble CoPG1.54K$222K0.1%$220.5KCut$1.74K
Johnson & JohnsonJNJ892$218K0.1%$217.1KCut$33.4K
Dimensional Etf Trust3.34K$208.7K0.1%$205.4KCut$9.72K
Wisdomtree Tr3.1K$208.6K0.1%$205.5KCut$1.3K
Ishares Tr1.55K$205.1K0.1%$203.6KCut$1.41K
Vanguard World Fd292$203.8K0.1%$203.5KCut−$16.3K
Spdr Dow Jones Indl Average437$202.2K0.1%$201.8KCut−$6.8K
Ishares Tr1.56K$194.4K0.1%$192.9KCut$6.46K
Peoples Bancorp IncPEBO5.9K$193.8K0.1%$187.9KCut$16.7K
Select Sector Spdr Tr1.4K$186.6K0.1%$185.2KCut−$80.3K
Jpmorgan Chase & Co.634$186.5K0.1%$185.9KCut−$25.8K
Ishares Tr1.19K$184.1K0.1%$182.9KCut−$18.6K
Ishares Tr465$172.4K0.1%$171.9KCut−$7.52K
Vanguard Intl Equity Index F1.24K$170.9K0.1%$169.7KCut−$2.97K
Alnylam Pharmaceuticals, Inc.ALNY500$165.4K0.1%$164.9KCut−$33.4K
Wec Energy Group, Inc.WEC1.41K$162.7K0.1%$161.3KCut$14.5K
Vanguard Index Fds560$160.8K0.1%$160.2KCut−$16.2K
Huntington Bancshares Inc10.2K$159.6K0.1%$149.4KCut−$17.3K
Global X Fds4.31K$156.2K0.1%$151.9KCut−$5.97K
Source Capital3.35K$155K0.1%$151.6KCut$1.87K
At&T Inc5.28K$153.1K0.1%$147.8KCut$21.9K
Ishares Tr1.51K$147.1K0.1%$145.6KCut$1.67K
Spdr S&P Midcap 400 Etf Tr238$146.8K0.1%$146.6KCut$3.21K
Vanguard Specialized Funds630$135.5K0.1%$134.9KCut−$2.97K
Lowes Cos Inc567$134K0.1%$133.4KCut−$2.77K
Vanguard Intl Equity Index F900$131.2K0.1%$130.3KCut$2.21K
Select Sector Spdr Tr893$130.9K0.1%$130KCut−$53.8K
Gsk Plc2.34K$129.1K0.1%$126.8KCut$14.4K
Check Point Software Tech Lt900$128.6K0.1%$127.7KCut−$38.4K
Dimensional Etf Trust1.76K$125.2K0.1%$123.4KCut$2.57K
Paycom Software, Inc.PAYC1.02K$124K0.1%$123KCut−$38.6K
Berkshire Hathaway Inc Del256$122.8K0.1%$122.5KCut−$56.3K
Ishares Tr4.79K$121.3K0.1%$116.5KCut−$153
Ishares Tr550$116.1K0.1%$115.6KCut−$506
Vanguard Admiral Fds Inc283$115.4K0.1%$115.1KCut−$10.4K
Vanguard Scottsdale Fds1.4K$110.7K0.1%$109.3KCut−$643
Ishares Tr1.12K$108.9K0.1%$107.8KCut$1.08K
Ishares Tr600$108.9K0.1%$108.3KCut−$11K
Morgan Stanley649$106.8K0.1%$106.2KCut−$8.41K
Deere & CoDE187$105.3K0.1%$105.1KCut$18.3K
Ishares Tr4.28K$103.8K0.1%$99.5KCut$191
Ishares Tr2.42K$103.1K0.1%$100.7KCut$7.54K
Vanguard Admiral Fds Inc498$101.5K0.1%$101KCut−$528
Select Sector Spdr Tr904$100.2K0.1%$99.3KCut−$6.2K
Vanguard World Fd270$99.2K0.1%$98.9KCut−$63K
Schwab Strategic Tr3.98K$98.6K0.1%$94.6KCut$2.83K
Lam Research CorpLRCX460$98.3K0.1%$97.8KCut$19.5K
Accenture Plc Ireland487$96.6K0.1%$96.1KCut−$34.1K
Vanguard Scottsdale Fds1.56K$91.6K0.1%$90KCut−$297
Palo Alto Networks IncPANW570$91.4K0.1%$90.8KCut−$12.5K
Waste Mgmt Inc Del392$90.1K0.1%$89.7KCut$3.95K
Vanguard Index Fds346$89K0.1%$88.7KCut−$7.54K
Ishares Tr3.65K$88.4K0.1%$84.7KCut$36
Schwab Charles Corp931$87.5K0.1%$86.5KCut−$5.46K
Intel CorpINTC1.91K$84.4K0.0%$82.5KCut$13.8K
Vanguard Bd Index Fds1.06K$83K0.0%$82KCut−$424
Select Sector Spdr Tr500$80.9K0.0%$80.4KCut$3.31K
Ishares Tr974$78K0.0%$77KCut−$25K
Constellation Brands, Inc.STZ500$75K0.0%$74.5KCut$6.02K
Schwab Us Aggregate Bond3.18K$73.8K0.0%$70.6KCut−$477
Merck & Co., Inc.MRK607$73K0.0%$72.4KCut$9.12K
Spdr Series Trust948$72.6K0.0%$71.6KCut−$3.49K
Dimensional Etf Trust2.08K$70.6K0.0%$68.5KCut$2.58K
Fidelity Covington Trust2.02K$70.4K0.0%$68.4KCut$504
Invesco Exch Traded Fd Tr Ii2.94K$70.2K0.0%$67.2KCut−$852
Ishares Tr779$68.9K0.0%$68.1KCut−$833
Haleon Plc6.83K$68.4K0.0%$61.5KCut−$683
Cheniere Energy, Inc.LNG237$67.3K0.0%$67KCut$21.2K
Select Sector Spdr Tr610$66.5K0.0%$65.9KCut−$107.4K
Cisco Sys Inc845$65.6K0.0%$64.7KCut$474
Vanguard Admiral Fds Inc572$65.4K0.0%$64.8KCut$1.44K
NXP Semiconductors N.V.NXPI330$65K0.0%$64.6KCut−$6.67K
AbbVie Inc.ABBV298$64.8K0.0%$64.5KCut−$3.28K
Nextera Energy Inc658$61.1K0.0%$60.5KCut$8.29K
Stryker CorpSYK184$60.6K0.0%$60.4KCut−$4.16K
Enterprise Prods Partners L1.5K$56.8K0.0%$55.3KCut$8.67K
Chevron Corp NewCVX271$56.1K0.0%$55.8KCut$14.8K
Vanguard World Fd458$55.3K0.0%$54.9KCut−$5.81K
Ishares Tr165$54.3K0.0%$54.1KCut$4.54K
Starbucks CorpSBUX601$53.8K0.0%$53.2KCut$3.23K
Pepsico IncPEP345$53.6K0.0%$53.2KCut$4.06K
Vanguard Whitehall Fds360$53.3K0.0%$53KCut−$11.1K
Norfolk Southn Corp180$51.7K0.0%$51.5KCut−$310
Cardinal Health IncCAH244$51.6K0.0%$51.3KCut$1.42K
Booking Holdings Inc.BKNG12$50.7K0.0%$50.7KCut−$13.8K
Invesco Exch Traded Fd Tr Ii212$50.4K0.0%$50.2KCut−$3.24K
Fidelity Covington Trust1.45K$49.2K0.0%$47.7KCut$13.4K
MSCI Inc.MSCI88$47.4K0.0%$47.3KCut−$3.06K
Select Sector Spdr Tr578$47.4K0.0%$46.8KCut$2.48K
Rbc Bearings IncRBC87$47.3K0.0%$47.2KCut$8.24K
Tjx Cos Inc New296$47.2K0.0%$46.9KCut$3.34K
Honeywell Intl Inc203$45.9K0.0%$45.7KCut$6.28K
Select Sector Spdr Tr908$44.8K0.0%$43.9KCut−$4.9K
Fidelity Covington Trust1K$43K0.0%$42KCut−$5.03K
Vanguard World Fd155$42.1K0.0%$42KCut−$2.24K
Wisdomtree Tr1.17K$41.9K0.0%$40.8KCut$3.01K
Ishares Tr534$41.9K0.0%$41.3KCut$470
Trane Technologies PlcTT100$41.7K0.0%$41.6KCut$2.75K
Ishares Tr314$41.5K0.0%$41.2KCut−$2.27K
Schwab Strategic Tr1.24K$40.7K0.0%$39.5KCut$247
L3harris Technologies Inc117$40.4K0.0%$40.3KCut$6.04K
Vanguard Index Fds218$40.2K0.0%$40KCut$1.51K
S&P Global Inc.SPGI94$40K0.0%$39.9KCut−$9.14K
Mcdonalds CorpMCD128$39.8K0.0%$39.7KCut$660
Oracle Corp267$39.3K0.0%$39KCut−$12.8K
Intercontinental Exchange In245$38.5K0.0%$38.3KCut−$1.15K
Salesforce, Inc.CRM203$37.9K0.0%$37.7KCut−$15.9K
Qualcomm Inc293$37.7K0.0%$37.4KCut−$12.4K
Capital One Finl Corp206$37.6K0.0%$37.4KCut−$12.3K
Spdr Series Trust777$37.5K0.0%$36.8KCut$1.14K
Spdr Series Trust661$37.4K0.0%$36.7KCut−$152
Coca Cola CoKO477$36.3K0.0%$35.8KCut$3.07K
Fidelity Covington Trust960$35.7K0.0%$34.8KCut$595
Wells Fargo Co New440$35K0.0%$34.6KCut−$5.98K
Church & Dwight Co Inc368$34.3K0.0%$34KCut$3.48K
ConocophillipsCOP259$34.2K0.0%$33.9KCut−$167
Ishares Tr336$33.8K0.0%$33.5KCut$1.26K
Valero Energy Corp135$33.4K0.0%$33.2KCut$11.4K
Union Pac Corp136$33K0.0%$32.9KCut$1.54K
Spdr Series Trust253$32.3K0.0%$32.1KCut$1.47K
Csx CorpCSX777$31.9K0.0%$31.1KCut$3.73K
Abbott LabsABT302$31K0.0%$30.7KCut−$6.83K
Spdr Series Trust331$30.3K0.0%$30KCut$256
Novo-Nordisk A S812$29.8K0.0%$29KCut−$11.5K
Primerica, Inc.PRI119$29.8K0.0%$29.7KCut−$938
Us Bancorp Del567$29.5K0.0%$28.9KCut−$765
Spdr Series Trust90$29.4K0.0%$29.3KCut$407
Tractor Supply Co625$28.3K0.0%$27.7KCut−$2.94K
Align Technology IncALGN165$28.3K0.0%$28.1KCut$2.52K
Ishares Tr301$28.1K0.0%$27.8KCut−$1.16K
General Dynamics CorpGD81$27.8K0.0%$27.7KCut$532
Ecolab Inc.ECL103$27.4K0.0%$27.3KCut$360
Canadian Natl Ry Co264$27.1K0.0%$26.9KCut$1.03K
Lennar Corp311$27K0.0%$26.7KCut−$4.96K
Emerson Elec Co204$26.7K0.0%$26.5KCut−$347
Lemonade, Inc.LMND416$26.1K0.0%$25.7KCut−$3.54K
Unitedhealth Group IncUNH96$26K0.0%$25.9KCut−$28.8K
International Business Machs107$25.9K0.0%$25.8KCut−$5.76K
Schwab Strategic Tr1K$25.8K0.0%$24.8KCut$1.29K
Caterpillar IncCAT36$25.5K0.0%$25.5KCut$4.88K
Ishares Tr1.13K$25.4K0.0%New
Ford Mtr Co2.19K$25.2K0.0%$23.1KCut−$3.46K
Invesco Exchange Traded Fd T521$24.8K0.0%$24.2KCut$318
Ishares Inc352$24.6K0.0%$24.2KCut$891
Ross Stores, Inc.ROST108$23.4K0.0%$23.3KCut$3.94K
3M COMMM160$23.2K0.0%$23.1KCut−$2.38K
Seagate Technology Hldngs Pl57$22.3K0.0%$22.3KCut$6.63K
Cameco CorpCCJ204$22.2K0.0%$22KCut$3.49K
Berkley W R Corp333$22.1K0.0%$21.7KCut−$1.28K
Quest Diagnostics IncDGX110$21.6K0.0%$21.4KCut$2.47K
Pimco Corporate & Income Opp1.75K$21.1K0.0%$19.4KCut−$1.47K
Paychex IncPAYX227$20.9K0.0%$20.7KCut−$4.55K
Trade Desk, Inc.TTD920$20.9K0.0%$20KCut−$14K
Broadcom Inc.AVGO67$20.7K0.0%$20.7KCut−$375
NIKE, Inc.NKE374$19.8K0.0%$19.4KCut−$4.07K
Amgen IncAMGN56$19.7K0.0%$19.6KCut−$3.54K
Sysco CorpSYY272$19.4K0.0%$19.1KCut−$642
Ameriprise Finl Inc43$19.1K0.0%$19.1KCut−$505
American Express CoAXP60$18.1K0.0%$18.1KCut−$4.05K
Ishares Tr338$18K0.0%$17.7KCut−$2.98K
Snap-on IncSNA49$17.8K0.0%$17.7KCut$913
Disney Walt Co183$17.6K0.0%$17.5KCut−$3.18K
Nordson CorpNDSN66$17.6K0.0%$17.5KCut$1.69K
Stmicroelectronics N V500$17.3K0.0%$16.8KCut$4.3K
Advanced Micro Devices IncAMD82$16.7K0.0%$16.6KCut−$880
Altria Group, Inc.MO250$16.5K0.0%$16.2KCut$2.08K
Invesco Exchange Traded Fd T354$16.2K0.0%$15.9KCut−$7
Ingersoll Rand Inc.IR202$16.2K0.0%$16KCut$182
Restaurant Brands Intl Inc216$16K0.0%$15.7KCut$1.22K
GENELUX CorpGNLX6.49K$15.7K0.0%$9.22KCut−$12.6K
Ge Aerospace55$15.6K0.0%$15.6KCut−$1.33K
Mastercard IncMA31$15.5K0.0%$15.5KCut−$2.21K
Corteva, Inc.CTVA180$15.1K0.0%$14.9KCut$3K
Sea LtdSE178$14.7K0.0%$14.6KCut−$7.97K
Asml Holding N V11$14.5K0.0%$14.5KCut$3.83K
Kroger CoKR200$14.5K0.0%$14.3KCut$1.98K
Pfizer IncPFE514$14.4K0.0%$13.9KCut−$3.72K
Schwab Strategic Tr494$14.4K0.0%$13.9KCut$297
RTX CorpRTX74$14.3K0.0%$14.2KCut$703
Henry Jack & Assoc Inc86$13.6K0.0%$13.5KCut−$2.1K
Marsh & Mclennan Cos Inc75$13K0.0%$12.9KCut−$905
Ishares Tr190$12.8K0.0%$12.6KCut$291
CDW CorpCDW104$12.6K0.0%$12.5KCut−$1.58K
Alibaba Group Hldg Ltd100$12.5K0.0%$12.4KCut−$2.11K
Carnival Corp Ltd.CCL481$12.4K0.0%$12KCut$812
Verisk Analytics, Inc.VRSK65$12.3K0.0%$12.3KCut−$2.21K
Lockheed Martin CorpLMT20$12.1K0.0%$12.1KCut$2.42K
Ww Grainger Inc11$12K0.0%$12KCut$899
Crispr Therapeutics AgCRSP250$11.9K0.0%$11.6KCut−$1.22K
Fastly, Inc.FSLY400$11.6K0.0%$11.2KCut$7.55K
Schwab Strategic Tr375$11.4K0.0%$11.1KCut$334
Ppl Corp294$11.2K0.0%$10.9KCut$935
Clorox Co Del107$11.1K0.0%$11KCut$98
Pacer Fds Tr170$10.6K0.0%$10.5KCut$406
Slb Limited/NvSLB198$10.2K0.0%$10KCut−$16.6K
Comcast Corp New354$10.2K0.0%$9.81KCut−$418
Equifax IncEFX55$9.9K0.0%$9.85KCut−$2.03K
Janus Detroit Str Tr141$9.87K0.0%$9.73KCut−$499
Carlyle Group Inc202$9.78K0.0%$9.57KCut−$2.17K
GE Vernova Inc.GEV11$9.6K0.0%$9.59KCut$2.41K
Twist Bioscience CorpTWST202$9.6K0.0%$9.4KCut$3.19K
Verizon Communications IncVZ189$9.49K0.0%$9.3KCut$1.79K
Thermo Fisher Scientific Inc.TMO19$9.34K0.0%$9.32KCut−$1.67K
Bio Rad Labs Inc33$9.2K0.0%$9.17KCut−$800
Invesco Exch Trd Slf Idx Fd290$9.18K0.0%$8.89KCut$537
Phillips 66PSX50$9.11K0.0%$9.06KCut−$4.31K
Boston Scientific CorpBSX143$8.97K0.0%$8.83KCut−$3.52K
Elevance Health Inc Formerly30$8.78K0.0%$8.75KCut−$1.73K
Mercadolibre IncMELI5$8.64K0.0%$8.64KCut−$1.43K
Aflac IncAFL75$8.23K0.0%$8.15KCut−$42
Autodesk, Inc.ADSK34$8.14K0.0%$8.11KCut−$1.92K
Nasdaq, Inc.NDAQ93$7.89K0.0%$7.8KCut−$1.14K
Landstar Sys Inc49$7.86K0.0%$7.81KCut$814
Winmark CorpWINA18$7.7K0.0%$7.68KCut$407
Automatic Data Processing In34$6.91K0.0%$6.87KCut−$1.84K
Realty Income CorpO112$6.84K0.0%$6.72KCut$617
Applied Matls Inc20$6.84K0.0%$6.82KCut$1.7K
BlackRock, Inc.BLK7$6.73K0.0%$6.72KCut−$760
American Elec Pwr Co Inc50$6.55K0.0%$6.5KCut$788
Cigna GroupCI24$6.4K0.0%$6.38KCut−$204
Bank Hawaii Corp86$6.39K0.0%$6.3KCut$506
Synopsys IncSNPS16$6.34K0.0%$6.33KCut−$1.17K
Ishares Tr110$6.25K0.0%$6.14KCut−$66
Ishares Tr54$6.01K0.0%$5.96KCut−$138
Wynn Resorts LtdWYNN59$5.99K0.0%$5.93KCut−$1.11K
Texas Instrs Inc30$5.82K0.0%$5.79KCut$619
Netflix IncNFLX60$5.77K0.0%$5.71KCut$143
Ishares Tr77$5.25K0.0%$5.17KCut−$122
Wendys Co750$5.21K0.0%$4.46KCut−$1.03K
Zoetis Inc.ZTS44$5.2K0.0%$5.16KCut−$335
Akamai Technologies IncAKAM45$5.17K0.0%$5.12KCut$1.24K
Biogen Inc.BIIB28$5.13K0.0%$5.11KCut$205
Allegion plcALLE33$4.79K0.0%$4.76KCut−$459
ServiceNow, Inc.NOW45$4.71K0.0%$4.66KCut−$40.5K
Target CorpTGT38$4.61K0.0%$4.57KCut$891
Vertex Pharmaceuticals Inc10$4.46K0.0%$4.46KCut−$69
Citigroup Inc37$4.2K0.0%$4.16KCut−$122
Factset Resh Sys Inc18$3.91K0.0%$3.89KCut−$1.32K
Cme Group Inc.CME13$3.84K0.0%$3.83KCut$290
Solstice Advanced Matls Inc50$3.81K0.0%$3.76KCut$1.38K
Strategy Inc30$3.74K0.0%$3.71KCut−$511
Intuitive Surgical IncISRG8$3.69K0.0%$3.68KCut$290
Adobe Inc.ADBE15$3.65K0.0%$3.63KCut−$1.6K
Zimmer Biomet Holdings, Inc.ZBH40$3.62K0.0%$3.58KCut$20
Paypal Hldgs Inc75$3.39K0.0%$3.32KCut−$987
Goldman Sachs Group Inc4$3.38K0.0%$3.38KCut−$132
C3.ai, Inc.AI401$3.38K0.0%$2.98KCut−$2.03K
Vaneck Etf Trust33$3.03K0.0%$3KCut$198
Nuveen Quality Muncp Income244$2.81K0.0%$2.56KCut−$127
Putnam Etf Trust359$2.8K0.0%$2.44KCut−$9
Prologis Inc.19$2.51K0.0%$2.49KCut$85
Mondelez Intl Inc42$2.42K0.0%$2.38KCut$160
Kontoor Brands, Inc.KTB32$2.25K0.0%$2.22KCut$294
Ishares Inc50$1.93K0.0%$1.88KCut$212
Sherwin Williams CoSHW6$1.92K0.0%$1.92KCut−$21
Danaher Corporation10$1.9K0.0%$1.89KCut−$393
Warner Bros. Discovery, Inc.WBD69$1.9K0.0%$1.83KCut$1.2K
Qnity Electronics, Inc.Q16$1.85K0.0%$1.83KCut$540
Arista Networks, Inc.ANET15$1.84K0.0%New
Parker-Hannifin CorpPH2$1.79K0.0%New
Palantir Technologies Inc.PLTR12$1.75K0.0%$1.74KCut−$378
Intuit Inc.INTU4$1.73K0.0%$1.73KCut−$920
Micron Technology IncMU5$1.69K0.0%$1.68KCut−$28.3K
General Mtrs Co22$1.64K0.0%$1.62KCut−$150
Marriott Intl Inc New5$1.64K0.0%$1.63KCut$84
Hilton Worldwide Hldgs Inc5$1.52K0.0%$1.51KCut$84
DuPont de Nemours, Inc.DD33$1.51K0.0%$1.48KCut$184
Oreilly Automotive Inc15$1.39K0.0%New
Royal Caribbean Group5$1.38K0.0%$1.37KCut−$19
Cloudflare, Inc.NET6$1.24K0.0%$1.23KCut$55
Nuveen New York Amt Qlt Muni103$1.05K0.0%$949Cut$13
Ebay IncEBAY11$1K0.0%$990Cut$43
Snowflake Inc.SNOW6$9050.0%$899Cut−$411
DoorDash, Inc.DASH6$9010.0%$895Cut−$458
Robinhood Mkts Inc12$8320.0%$820Cut−$525
Cbre Group, Inc.CBRE6$8130.0%$807Cut−$152
Siriusxm Holdings Inc35$8080.0%$773Cut$108
Applovin CorpAPP2$7960.0%$794Cut−$552
Roblox CorpRBLX14$7920.0%$778Cut−$342
State Str Corp6$7590.0%$753Cut−$15
Healthpeak Properties, Inc.DOC43$7060.0%$663Cut$15
Liberty Live Holdings Inc7$6590.0%$652Cut$77
Keurig Dr Pepper Inc.KDP25$6580.0%$633Cut−$42
Viatris IncVTRS48$6480.0%$600Cut$50
Microchip Technology Inc.10$6460.0%$636Cut$9
Itau Unibanco Hldg S A74$6200.0%New
Teladoc Health, Inc.TDOC100$5450.0%$445Cut−$155
Resideo Technologies, Inc.REZI16$5390.0%$523Cut−$23
Versant Media Group, Inc.VSNT14$5180.0%New
Liberty Media Corp Del6$5100.0%$504Cut−$81
Vale S.A.VALE32$5090.0%New
Ishares Bitcoin Trust EtfIBIT12$4610.0%$449Cut$262
Liberty Broadband Corp9$4530.0%$444Cut$16
Vanguard Scottsdale Fds5$4140.0%$409Cut−$5
Liberty Live Holdings Inc3$2750.0%$272Cut$30
Liberty Global Ltd20$2350.0%$215Cut$14
Liberty Media Corp Del3$2340.0%$231Cut−$34
Liberty Broadband Corp3$1510.0%$148Cut$6
Kenvue Inc.KVUE8$1380.0%$130Cut$0
Atlanta Braves Hldgs Inc2$850.0%$83Cut$6
Atlanta Braves Hldgs Inc1$470.0%$46Cut$5
Skillz IncFIRY15$390.0%$24Cut−$26
Gci Liberty Inc1$370.0%$36Cut$0
Paramount Skydance CorpPSKY4$360.0%$32Cut−$18
Bakkt Holdings Inc4$290.0%$25Cut−$11
Orion Properties Inc.ONL8$170.0%$9Cut−$1

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.