13F

Investor

Align Financial, LLC

CIK 0002089183 · filed 2026-02-17 · SEC filing

13F book

$172.4M

Positions

389

Largest name

20.9%

American Centy Etf Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
American Centy Etf Tr36M$36M20.9%Held
Fidelity Covington Trust15.4M$15.4M8.9%Held
American Centy Etf Tr13.6M$13.6M7.9%Held
American Centy Etf Tr13M$13M7.5%Held
Vanguard Index Fds11.1M$11.1M6.5%Held
American Centy Etf Tr6.86M$6.86M4.0%Held
Vanguard Index Fds6.27M$6.27M3.6%Held
American Centy Etf Tr3.88M$3.88M2.3%Held
Apple Inc.AAPL3.8M$3.8M2.2%Held
Fidelity Merrimack Str Tr3.08M$3.08M1.8%Held
Ishares Tr2.85M$2.85M1.7%Held
Vanguard Index Fds2.78M$2.78M1.6%Held
American Centy Etf Tr2.71M$2.71M1.6%Held
Dimensional Etf Trust2.26M$2.26M1.3%Held
Vanguard Bd Index Fds2.07M$2.07M1.2%Held
Vanguard Index Fds1.98M$1.98M1.1%Held
Vanguard Mun Bd Fds1.92M$1.92M1.1%Held
Nvidia CorpNVDA1.87M$1.87M1.1%Held
Dimensional Etf Trust1.81M$1.81M1.1%Held
Amazon Com IncAMZN1.69M$1.69M1.0%Held
Vanguard Tax-Managed Fds1.6M$1.6M0.9%Held
Invesco Qqq Tr1.27M$1.27M0.7%Held
Spdr S&P 500 Etf Tr1.2M$1.2M0.7%Held
Ishares Tr1.12M$1.12M0.6%Held
Alphabet Inc1.12M$1.12M0.6%Held
Vanguard Whitehall Fds1.03M$1.03M0.6%Held
Visa Inc.V1.01M$1.01M0.6%Held
Fidelity Covington Trust961.4K$961.4K0.6%Held
Vanguard Growth Etf877.7K$877.7K0.5%Held
Meta Platforms, Inc.META732.9K$732.9K0.4%Held
Ishares Tr725.6K$725.6K0.4%Held
Microsoft CorpMSFT725.4K$725.4K0.4%Held
Exxon Mobil Corp588K$588K0.3%Held
Invesco Exch Traded Fd Tr Ii566K$566K0.3%Held
Vanguard Index Fds545.8K$545.8K0.3%Held
Vanguard Intl Equity Index F529.6K$529.6K0.3%Held
Alphabet Inc492.5K$492.5K0.3%Held
Ishares Tr471.4K$471.4K0.3%Held
Vanguard Index Fds459.9K$459.9K0.3%Held
Ishares Tr428.3K$428.3K0.2%Held
Ishares Tr399K$399K0.2%Held
Invesco Exch Traded Fd Tr Ii371.2K$371.2K0.2%Held
Schwab Strategic Tr368K$368K0.2%Held
Eli Lilly & CoLLY367.7K$367.7K0.2%Held
Ishares Tr342K$342K0.2%Held
Wisdomtree Tr316.6K$316.6K0.2%Held
Ishares Tr296.2K$296.2K0.2%Held
Vanguard Index Fds288.8K$288.8K0.2%Held
Ishares Tr280.8K$280.8K0.2%Held
Ishares Tr280.7K$280.7K0.2%Held
Farmers & Merchants BancorpFMCB276.9K$276.9K0.2%Held
Fidelity Comwlth Tr271.3K$271.3K0.2%Held
Select Sector Spdr Tr266.9K$266.9K0.2%Held
Tesla, Inc.TSLA263.1K$263.1K0.2%Held
Pacer Fds Tr256.6K$256.6K0.1%Held
Ishares Tr256.4K$256.4K0.1%Held
Costco Whsl Corp New238.1K$238.1K0.1%Held
Dnp Select Income Fd Inc235.5K$235.5K0.1%Held
Home Depot, Inc.HD234.7K$234.7K0.1%Held
Vanguard Intl Equity Index F228.4K$228.4K0.1%Held
Ishares Tr224.1K$224.1K0.1%Held
Walmart Inc.WMT223.8K$223.8K0.1%Held
Ishares Tr223.8K$223.8K0.1%Held
Spdr Index Shs Fds222.9K$222.9K0.1%Held
Procter And Gamble CoPG220.3K$220.3K0.1%Held
Vanguard World Fd220.1K$220.1K0.1%Held
John Hancock Exchange Traded214.2K$214.2K0.1%Held
Jpmorgan Chase & Co.212.4K$212.4K0.1%Held
Spdr Dow Jones Indl Average209K$209K0.1%Held
Wisdomtree Tr207.3K$207.3K0.1%Held
Ishares Tr203.7K$203.7K0.1%Held
Ishares Tr202.7K$202.7K0.1%Held
Dimensional Etf Trust199K$199K0.1%Held
Alnylam Pharmaceuticals, Inc.ALNY198.8K$198.8K0.1%Held
Ishares Tr188K$188K0.1%Held
Flexshares Tr186.3K$186.3K0.1%Held
Select Sector Spdr Tr184.7K$184.7K0.1%Held
Johnson & JohnsonJNJ184.6K$184.6K0.1%Held
Ishares Tr179.9K$179.9K0.1%Held
Berkshire Hathaway Inc Del179K$179K0.1%Held
Peoples Bancorp IncPEBO177.1K$177.1K0.1%Held
Vanguard Index Fds177K$177K0.1%Held
Huntington Bancshares Inc176.9K$176.9K0.1%Held
Vanguard Intl Equity Index F173.9K$173.9K0.1%Held
Select Sector Spdr Tr173.9K$173.9K0.1%Held
Vanguard Star Fds172.8K$172.8K0.1%Held
Check Point Software Tech Lt167K$167K0.1%Held
Paycom Software, Inc.PAYC162.5K$162.5K0.1%Held
Vanguard World Fd162.2K$162.2K0.1%Held
Global X Fds162.1K$162.1K0.1%Held
Source Capital153.1K$153.1K0.1%Held
Wec Energy Group, Inc.WEC148.2K$148.2K0.1%Held
Ishares Tr145.4K$145.4K0.1%Held
Spdr S&P Midcap 400 Etf Tr143.6K$143.6K0.1%Held
Vanguard Specialized Funds138.5K$138.5K0.1%Held
Lowes Cos Inc136.7K$136.7K0.1%Held
At&T Inc131.2K$131.2K0.1%Held
Accenture Plc Ireland130.7K$130.7K0.1%Held
Vanguard Intl Equity Index F129K$129K0.1%Held
Vanguard Admiral Fds Inc125.8K$125.8K0.1%Held
Dimensional Etf Trust122.6K$122.6K0.1%Held
Ishares Tr121.4K$121.4K0.1%Held
Ishares Tr119.8K$119.8K0.1%Held
Ishares Tr116.6K$116.6K0.1%Held
Morgan Stanley115.2K$115.2K0.1%Held
Gsk Plc114.8K$114.8K0.1%Held
Vanguard Scottsdale Fds111.4K$111.4K0.1%Held
Bank America Corp110K$110K0.1%Held
Ishares Tr107.9K$107.9K0.1%Held
Select Sector Spdr Tr106.4K$106.4K0.1%Held
Palo Alto Networks IncPANW103.9K$103.9K0.1%Held
Ishares Tr103.6K$103.6K0.1%Held
Ishares Tr102.9K$102.9K0.1%Held
Vanguard Admiral Fds Inc102K$102K0.1%Held
Vanguard Index Fds96.6K$96.6K0.1%Held
Schwab Strategic Tr95.8K$95.8K0.1%Held
Ishares Tr95.6K$95.6K0.1%Held
Schwab Charles Corp92.9K$92.9K0.1%Held
Vanguard Scottsdale Fds91.9K$91.9K0.1%Held
Ishares Tr88.3K$88.3K0.1%Held
Ishares Tr88.1K$88.1K0.1%Held
Deere & CoDE87.1K$87.1K0.1%Held
Waste Mgmt Inc Del86.1K$86.1K0.1%Held
Vanguard Bd Index Fds83.5K$83.5K0.0%Held
Lam Research CorpLRCX78.7K$78.7K0.0%Held
Select Sector Spdr Tr77.6K$77.6K0.0%Held
Spdr Series Trust76K$76K0.0%Held
Schwab Us Aggregate Bond74.3K$74.3K0.0%Held
NXP Semiconductors N.V.NXPI71.6K$71.6K0.0%Held
Rbb Fund Trust71.1K$71.1K0.0%Held
Invesco Exch Traded Fd Tr Ii71K$71K0.0%Held
Intel CorpINTC70.6K$70.6K0.0%Held
Fidelity Covington Trust69.9K$69.9K0.0%Held
Ishares Tr69.7K$69.7K0.0%Held
Haleon Plc69.1K$69.1K0.0%Held
Constellation Brands, Inc.STZ69K$69K0.0%Held
AbbVie Inc.ABBV68.1K$68.1K0.0%Held
Dimensional Etf Trust68K$68K0.0%Held
Cisco Sys Inc65.1K$65.1K0.0%Held
Stryker CorpSYK64.7K$64.7K0.0%Held
Booking Holdings Inc.BKNG64.5K$64.5K0.0%Held
Vanguard Whitehall Fds64.4K$64.4K0.0%Held
Vanguard Admiral Fds Inc64K$64K0.0%Held
Merck & Co., Inc.MRK63.9K$63.9K0.0%Held
Vanguard World Fd61.1K$61.1K0.0%Held
Unitedhealth Group IncUNH54.8K$54.8K0.0%Held
Salesforce, Inc.CRM53.8K$53.8K0.0%Held
Invesco Exch Traded Fd Tr Ii53.6K$53.6K0.0%Held
Nextera Energy Inc52.8K$52.8K0.0%Held
Oracle Corp52K$52K0.0%Held
Norfolk Southn Corp52K$52K0.0%Held
Starbucks CorpSBUX50.6K$50.6K0.0%Held
MSCI Inc.MSCI50.5K$50.5K0.0%Held
Cardinal Health IncCAH50.1K$50.1K0.0%Held
Qualcomm Inc50.1K$50.1K0.0%Held
Capital One Finl Corp49.9K$49.9K0.0%Held
Select Sector Spdr Tr49.7K$49.7K0.0%Held
Ishares Tr49.7K$49.7K0.0%Held
Pepsico IncPEP49.5K$49.5K0.0%Held
S&P Global Inc.SPGI49.1K$49.1K0.0%Held
Enterprise Prods Partners L48.1K$48.1K0.0%Held
Fidelity Covington Trust48.1K$48.1K0.0%Held
Cheniere Energy, Inc.LNG46.1K$46.1K0.0%Held
ServiceNow, Inc.NOW45.2K$45.2K0.0%Held
Select Sector Spdr Tr44.9K$44.9K0.0%Held
Vanguard World Fd44.3K$44.3K0.0%Held
Tjx Cos Inc New43.9K$43.9K0.0%Held
Ishares Tr43.8K$43.8K0.0%Held
Ishares Tr41.4K$41.4K0.0%Held
Novo-Nordisk A S41.3K$41.3K0.0%Held
Chevron Corp NewCVX41.3K$41.3K0.0%Held
Wells Fargo Co New41K$41K0.0%Held
Schwab Strategic Tr40.4K$40.4K0.0%Held
Intercontinental Exchange In39.7K$39.7K0.0%Held
Honeywell Intl Inc39.6K$39.6K0.0%Held
Mcdonalds CorpMCD39.1K$39.1K0.0%Held
Rbc Bearings IncRBC39K$39K0.0%Held
Trane Technologies PlcTT38.9K$38.9K0.0%Held
Wisdomtree Tr38.9K$38.9K0.0%Held
Vanguard Index Fds38.7K$38.7K0.0%Held
Abbott LabsABT37.8K$37.8K0.0%Held
Spdr Series Trust37.6K$37.6K0.0%Held
Spdr Series Trust36.4K$36.4K0.0%Held
Fidelity Covington Trust35.8K$35.8K0.0%Held
Fidelity Covington Trust35.1K$35.1K0.0%Held
Trade Desk, Inc.TTD34.9K$34.9K0.0%Held
ConocophillipsCOP34.4K$34.4K0.0%Held
L3harris Technologies Inc34.3K$34.3K0.0%Held
Nrg Energy, Inc.NRG34.2K$34.2K0.0%Held
Coca Cola CoKO33.2K$33.2K0.0%Held
Ishares Tr32.6K$32.6K0.0%Held
Lennar Corp32K$32K0.0%Held
International Business Machs31.7K$31.7K0.0%Held
Union Pac Corp31.5K$31.5K0.0%Held
Tractor Supply Co31.3K$31.3K0.0%Held
Church & Dwight Co Inc30.9K$30.9K0.0%Held
Spdr Series Trust30.8K$30.8K0.0%Held
Primerica, Inc.PRI30.7K$30.7K0.0%Held
Us Bancorp Del30.3K$30.3K0.0%Held
Spdr Series Trust30.1K$30.1K0.0%Held
Micron Technology IncMU30K$30K0.0%Held
First Finl Bankshares Inc29.9K$29.9K0.0%Held
Lemonade, Inc.LMND29.6K$29.6K0.0%Held
Ishares Tr29.3K$29.3K0.0%Held
Spdr Series Trust28.9K$28.9K0.0%Held
Ford Mtr Co28.7K$28.7K0.0%Held
GENELUX CorpGNLX28.3K$28.3K0.0%Held
Csx CorpCSX28.2K$28.2K0.0%Held
General Dynamics CorpGD27.3K$27.3K0.0%Held
Emerson Elec Co27.1K$27.1K0.0%Held
Ecolab Inc.ECL27K$27K0.0%Held
Slb Limited/NvSLB26.8K$26.8K0.0%Held
Canadian Natl Ry Co26.1K$26.1K0.0%Held
Align Technology IncALGN25.8K$25.8K0.0%Held
3M COMMM25.6K$25.6K0.0%Held
Paychex IncPAYX25.5K$25.5K0.0%Held
Schwab Strategic Tr24.5K$24.5K0.0%Held
Invesco Exchange Traded Fd T24.4K$24.4K0.0%Held
NIKE, Inc.NKE23.8K$23.8K0.0%Held
Ishares Inc23.7K$23.7K0.0%Held
Berkley W R Corp23.4K$23.4K0.0%Held
Amgen IncAMGN23.2K$23.2K0.0%Held
Sea LtdSE22.7K$22.7K0.0%Held
Pimco Corporate & Income Opp22.6K$22.6K0.0%Held
American Express CoAXP22.2K$22.2K0.0%Held
Valero Energy Corp22K$22K0.0%Held
Broadcom Inc.AVGO21.1K$21.1K0.0%Held
Ishares Tr21K$21K0.0%Held
Disney Walt Co20.8K$20.8K0.0%Held
Caterpillar IncCAT20.6K$20.6K0.0%Held
Sysco CorpSYY20K$20K0.0%Held
Ameriprise Finl Inc19.6K$19.6K0.0%Held
Ross Stores, Inc.ROST19.5K$19.5K0.0%Held
Quest Diagnostics IncDGX19.1K$19.1K0.0%Held
Cameco CorpCCJ18.7K$18.7K0.0%Held
Pfizer IncPFE18.1K$18.1K0.0%Held
Mastercard IncMA17.7K$17.7K0.0%Held
Advanced Micro Devices IncAMD17.6K$17.6K0.0%Held
Ge Aerospace16.9K$16.9K0.0%Held
Snap-on IncSNA16.9K$16.9K0.0%Held
Invesco Exchange Traded Fd T16.2K$16.2K0.0%Held
Ingersoll Rand Inc.IR16K$16K0.0%Held
Nordson CorpNDSN15.9K$15.9K0.0%Held
Seagate Technology Hldngs Pl15.7K$15.7K0.0%Held
Henry Jack & Assoc Inc15.7K$15.7K0.0%Held
Restaurant Brands Intl Inc14.7K$14.7K0.0%Held
Alibaba Group Hldg Ltd14.7K$14.7K0.0%Held
Verisk Analytics, Inc.VRSK14.5K$14.5K0.0%Held
Altria Group, Inc.MO14.4K$14.4K0.0%Held
CDW CorpCDW14.2K$14.2K0.0%Held
Schwab Strategic Tr14.1K$14.1K0.0%Held
Marsh & Mclennan Cos Inc13.9K$13.9K0.0%Held
RTX CorpRTX13.6K$13.6K0.0%Held
Phillips 66PSX13.4K$13.4K0.0%Held
Crispr Therapeutics AgCRSP13.1K$13.1K0.0%Held
Stmicroelectronics N V13K$13K0.0%Held
Ishares Tr12.5K$12.5K0.0%Held
Kroger CoKR12.5K$12.5K0.0%Held
Boston Scientific CorpBSX12.5K$12.5K0.0%Held
Corteva, Inc.CTVA12.1K$12.1K0.0%Held
Carlyle Group Inc11.9K$11.9K0.0%Held
Equifax IncEFX11.9K$11.9K0.0%Held
Dow Inc.DOW11.7K$11.7K0.0%Held
Carnival Corp Ltd.CCL11.6K$11.6K0.0%Held
Schwab Strategic Tr11.1K$11.1K0.0%Held
Ww Grainger Inc11.1K$11.1K0.0%Held
Thermo Fisher Scientific Inc.TMO11K$11K0.0%Held
Clorox Co Del11K$11K0.0%Held
Asml Holding N V10.7K$10.7K0.0%Held
Comcast Corp New10.6K$10.6K0.0%Held
Elevance Health Inc Formerly10.5K$10.5K0.0%Held
Janus Detroit Str Tr10.4K$10.4K0.0%Held
Ppl Corp10.3K$10.3K0.0%Held
Pacer Fds Tr10.2K$10.2K0.0%Held
Mercadolibre IncMELI10.1K$10.1K0.0%Held
Autodesk, Inc.ADSK10.1K$10.1K0.0%Held
Bio Rad Labs Inc10K$10K0.0%Held
Lockheed Martin CorpLMT9.67K$9.67K0.0%Held
Occidental Pete Corp9.54K$9.54K0.0%Held
Nasdaq, Inc.NDAQ9.03K$9.03K0.0%Held
Automatic Data Processing In8.75K$8.75K0.0%Held
Invesco Exch Trd Slf Idx Fd8.64K$8.64K0.0%Held
Aflac IncAFL8.27K$8.27K0.0%Held
Verizon Communications IncVZ7.7K$7.7K0.0%Held
Synopsys IncSNPS7.52K$7.52K0.0%Held
BlackRock, Inc.BLK7.49K$7.49K0.0%Held
Winmark CorpWINA7.29K$7.29K0.0%Held
GE Vernova Inc.GEV7.19K$7.19K0.0%Held
Wynn Resorts LtdWYNN7.1K$7.1K0.0%Held
Landstar Sys Inc7.04K$7.04K0.0%Held
Invesco Exch Trd Slf Idx Fd6.7K$6.7K0.0%Held
Ishares Tr6.66K$6.66K0.0%Held
Invesco Exch Trd Slf Idx Fd6.64K$6.64K0.0%Held
Invesco Exch Trd Slf Idx Fd6.63K$6.63K0.0%Held
Invesco Exch Trd Slf Idx Fd6.63K$6.63K0.0%Held
Ishares Tr6.61K$6.61K0.0%Held
Cigna GroupCI6.61K$6.61K0.0%Held
Invesco Exch Trd Slf Idx Fd6.59K$6.59K0.0%Held
Spdr Series Trust6.55K$6.55K0.0%Held
Invesco Exch Trd Slf Idx Fd6.49K$6.49K0.0%Held
Invesco Exch Trd Slf Idx Fd6.43K$6.43K0.0%Held
Invesco Exch Trd Slf Idx Fd6.42K$6.42K0.0%Held
Twist Bioscience CorpTWST6.41K$6.41K0.0%Held
Ishares Tr6.32K$6.32K0.0%Held
Wendys Co6.25K$6.25K0.0%Held
Realty Income CorpO6.22K$6.22K0.0%Held
Ishares Tr6.15K$6.15K0.0%Held
Bank Hawaii Corp5.88K$5.88K0.0%Held
American Elec Pwr Co Inc5.77K$5.77K0.0%Held
Netflix IncNFLX5.63K$5.63K0.0%Held
Zoetis Inc.ZTS5.54K$5.54K0.0%Held
C3.ai, Inc.AI5.41K$5.41K0.0%Held
Ishares Tr5.37K$5.37K0.0%Held
Allegion plcALLE5.25K$5.25K0.0%Held
Adobe Inc.ADBE5.25K$5.25K0.0%Held
Factset Resh Sys Inc5.22K$5.22K0.0%Held
Texas Instrs Inc5.21K$5.21K0.0%Held
Applied Matls Inc5.14K$5.14K0.0%Held
Biogen Inc.BIIB4.93K$4.93K0.0%Held
Janus Detroit Str Tr4.8K$4.8K0.0%Held
Janus Detroit Str Tr4.65K$4.65K0.0%Held
Millrose Pptys Inc4.63K$4.63K0.0%Held
Vertex Pharmaceuticals Inc4.53K$4.53K0.0%Held
Paypal Hldgs Inc4.38K$4.38K0.0%Held
Citigroup Inc4.32K$4.32K0.0%Held
Strategy Inc4.25K$4.25K0.0%Held
Fastly, Inc.FSLY4.07K$4.07K0.0%Held
Akamai Technologies IncAKAM3.93K$3.93K0.0%Held
Target CorpTGT3.71K$3.71K0.0%Held
Zimmer Biomet Holdings, Inc.ZBH3.6K$3.6K0.0%Held
Cme Group Inc.CME3.55K$3.55K0.0%Held
Goldman Sachs Group Inc3.52K$3.52K0.0%Held
Intuitive Surgical IncISRG3.4K$3.4K0.0%Held
Nuveen Quality Muncp Income2.93K$2.93K0.0%Held
Vaneck Etf Trust2.83K$2.83K0.0%Held
Putnam Etf Trust2.81K$2.81K0.0%Held
Intuit Inc.INTU2.65K$2.65K0.0%Held
Solstice Advanced Matls Inc2.43K$2.43K0.0%Held
Prologis Inc.2.43K$2.43K0.0%Held
Danaher Corporation2.29K$2.29K0.0%Held
Mondelez Intl Inc2.26K$2.26K0.0%Held
Ishares Tr2.26K$2.26K0.0%Held
Ishares Tr2.21K$2.21K0.0%Held
Dimensional Etf Trust2.17K$2.17K0.0%Held
Palantir Technologies Inc.PLTR2.13K$2.13K0.0%Held
Kontoor Brands, Inc.KTB1.96K$1.96K0.0%Held
Sherwin Williams CoSHW1.94K$1.94K0.0%Held
General Mtrs Co1.79K$1.79K0.0%Held
Ishares Inc1.72K$1.72K0.0%Held
Marriott Intl Inc New1.55K$1.55K0.0%Held
Hilton Worldwide Hldgs Inc1.44K$1.44K0.0%Held
Royal Caribbean Group1.4K$1.4K0.0%Held
DoorDash, Inc.DASH1.36K$1.36K0.0%Held
Robinhood Mkts Inc1.36K$1.36K0.0%Held
Applovin CorpAPP1.35K$1.35K0.0%Held
DuPont de Nemours, Inc.DD1.33K$1.33K0.0%Held
Snowflake Inc.SNOW1.32K$1.32K0.0%Held
Qnity Electronics, Inc.Q1.31K$1.31K0.0%Held
Cloudflare, Inc.NET1.18K$1.18K0.0%Held
Roblox CorpRBLX1.13K$1.13K0.0%Held
Nuveen New York Amt Qlt Muni1.04K$1.04K0.0%Held
Cbre Group, Inc.CBRE965$9650.0%Held
Ebay IncEBAY958$9580.0%Held
State Str Corp774$7740.0%Held
Teladoc Health, Inc.TDOC700$7000.0%Held
Keurig Dr Pepper Inc.KDP700$7000.0%Held
Siriusxm Holdings Inc700$7000.0%Held
Warner Bros. Discovery, Inc.WBD692$6920.0%Held
Healthpeak Properties, Inc.DOC691$6910.0%Held
Microchip Technology Inc.637$6370.0%Held
Viatris IncVTRS598$5980.0%Held
Liberty Media Corp Del591$5910.0%Held
Liberty Live Holdings Inc582$5820.0%Held
Resideo Technologies, Inc.REZI562$5620.0%Held
Liberty Broadband Corp437$4370.0%Held
Vanguard Scottsdale Fds419$4190.0%Held
Liberty Media Corp Del268$2680.0%Held
Liberty Live Holdings Inc245$2450.0%Held
Liberty Global Ltd221$2210.0%Held
Ishares Bitcoin Trust EtfIBIT199$1990.0%Held
Liberty Broadband Corp145$1450.0%Held
Kenvue Inc.KVUE138$1380.0%Held
Atlanta Braves Hldgs Inc79$790.0%Held
Skillz IncFIRY65$650.0%Held
Paramount Skydance CorpPSKY54$540.0%Held
Atlanta Braves Hldgs Inc42$420.0%Held
Bakkt Holdings Inc40$400.0%Held
Gci Liberty Inc37$370.0%Held
Orion Properties Inc.ONL18$180.0%Held

Positions as of Q4 2025. 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.