13F

Investor

ANCHYRA PARTNERS LLC

CIK 0002107106 · filed 2026-04-17 · SEC filing

13F book

$329.5M

Positions

275

29 new · 13 sold

Largest name

12.6%

Price T Rowe Group Inc · TROW

Est. mark

−$14.4M

Price effect on 246 names still held. Flow $17.9M.
NameTickerSharesValueWeightEst. markChange
Price T Rowe Group IncTROW462.2K$41.7M12.6%−$5.66MCut−$6.35M
Nvidia CorpNVDA127.5K$22.2M6.8%−$1.54MCut−$1.69M
Apple Inc.AAPL60.5K$15.3M4.7%−$1.07MAdded−$696.3K
Microsoft CorpMSFT31.5K$11.7M3.5%−$3.31MAdded−$2.44M
Alphabet Inc27.3K$7.85M2.4%−$694.1KCut−$718.8K
Meta Platforms, Inc.META13.6K$7.76M2.4%−$653.4KAdded$2.86M
Ishares Tr18.5K$6.84M2.1%−$204.8KAdded$1.94M
Spdr Gold Tr14.6K$6.26M1.9%$494.4KHeld
Amazon Com IncAMZN28.8K$5.99M1.8%−$648.7KCut−$671.1K
Broadcom Inc.AVGO17.4K$5.39M1.6%−$614KAdded−$419.3K
Exxon Mobil Corp23.8K$4.03M1.2%$1.14MAdded$1.24M
Berkshire Hathaway Inc Del7.88K$3.78M1.1%−$180.9KAdded−$101.8K
Southern Co34.9K$3.37M1.0%$323.7KAdded$339.1K
Ishares Tr7.51K$3.2M1.0%−$255.7KAdded$623.5K
Arista Networks, Inc.ANET25.9K$3.18M1.0%−$212.3KAdded−$186.6K
Jabil IncJBL11.5K$3.06M0.9%$433KCut$418.9K
Spdr S&P 500 Etf Tr4.38K$2.85M0.9%−$137.1KAdded−$109.8K
Walmart Inc.WMT22.2K$2.75M0.8%$280.7KAdded$324K
Select Sector Spdr Tr20.4K$2.71M0.8%−$222.5KAdded−$184.5K
Marriott Intl Inc New8.22K$2.69M0.8%$137.6KAdded$152.6K
Ishares Tr12.6K$2.69M0.8%$30.3KAdded$776.6K
Coherent Corp.COHR10.9K$2.6M0.8%$585.7KCut$574.1K
Micron Technology IncMU7.12K$2.41M0.7%$366.1KAdded$412.4K
Jpmorgan Chase & Co.8.15K$2.4M0.7%−$219.3KAdded−$122K
Norfolk Southn Corp8.18K$2.35M0.7%−$13.9KAdded$7.59K
Tesla, Inc.TSLA6.18K$2.3M0.7%−$477.3KAdded−$456.1K
Netflix IncNFLX23.3K$2.24M0.7%$55KAdded$88K
Cisco Sys Inc28.8K$2.23M0.7%$15KAdded$165.5K
Eli Lilly & CoLLY2.3K$2.11M0.6%−$347.5KAdded−$297.8K
Ishares Tr20.2K$1.96M0.6%$16.1KAdded$560.1K
RTX CorpRTX9.75K$1.88M0.6%$91.3KAdded$119.3K
Procter And Gamble CoPG13K$1.88M0.6%$14.7KCut$1.07K
Marvell Technology, Inc.MRVL18.4K$1.82M0.6%$257.5KAdded$262.7K
Deere & CoDE3.19K$1.8M0.5%$310.2KAdded$319.8K
Oracle Corp11.9K$1.75M0.5%−$536.7KAdded−$436.3K
Cadence Design System Inc6.04K$1.68M0.5%−$209KAdded−$204.5K
Ge Aerospace5.9K$1.68M0.5%−$137.4KAdded−$69.9K
Eaton Corp PlcETN4.67K$1.67M0.5%$180.4KAdded$204.7K
Palo Alto Networks IncPANW10.3K$1.66M0.5%−$245.8KAdded−$240.2K
Chevron Corp NewCVX7.55K$1.56M0.5%$348.8KAdded$586K
Alphabet Inc5.43K$1.56M0.5%−$108.6KAdded$294.2K
Johnson & JohnsonJNJ6.36K$1.55M0.5%$225.2KAdded$311K
Invesco Exchange Traded Fd T7.97K$1.53M0.5%$2.51KAdded$194.4K
Visa Inc.V5.05K$1.53M0.5%−$244.8KCut−$246.9K
Cme Group Inc.CME5.05K$1.49M0.5%$110.9KAdded$132.5K
Garmin LtdGRMN6.42K$1.49M0.5%$181.7KAdded$225.6K
GE Vernova Inc.GEV1.65K$1.44M0.4%$362.1KCut$280.4K
Ishares Tr14.3K$1.42M0.4%−$7.71KAdded$160.8K
Home Depot, Inc.HD4.32K$1.42M0.4%−$65.8KCut−$166.2K
Vanguard Index Fds5.36K$1.4M0.4%$19.3KAdded$150.3K
Goldman Sachs Etf Tr37.6K$1.36M0.4%−$124.3KCut−$152.1K
Markel Group Inc.MKL691$1.32M0.4%−$159.7KAdded−$134.8K
AbbVie Inc.ABBV5.4K$1.17M0.4%−$55.6KAdded$19K
Mastercard IncMA2.35K$1.17M0.4%−$167.1KCut−$186.5K
Costco Whsl Corp New1.17K$1.16M0.4%$131.8KAdded$313.2K
United Therapeutics Corp Del1.95K$1.16M0.4%$205.9KAdded$208.8K
Applied Matls Inc3.38K$1.15M0.4%$277KAdded$314.6K
Delta Air Lines Inc DelDAL17.2K$1.14M0.3%−$50.3KCut−$58.2K
Invesco Qqq Tr1.95K$1.13M0.3%−$64.4KAdded$60.9K
Lockheed Martin CorpLMT1.85K$1.12M0.3%$213.8KAdded$262.1K
Waste Mgmt Inc Del4.86K$1.12M0.3%$48.9KAdded$50.5K
Merck & Co., Inc.MRK9.21K$1.11M0.3%$132.4KAdded$181K
Wells Fargo Co New13.6K$1.09M0.3%−$181.2KAdded−$156K
XPO, Inc.XPO5.57K$1.08M0.3%$326.5KAdded$327.5K
Uber Technologies, IncUBER14.8K$1.07M0.3%−$145.1KCut−$248.8K
ServiceTitan, Inc.TTAN16.6K$1.06M0.3%−$713.9KAdded−$710.8K
Amgen IncAMGN2.99K$1.05M0.3%$70.2KAdded$116.3K
Roblox CorpRBLX18.3K$1.04M0.3%−$448.4KCut−$459.1K
Twilio IncTWLO8.2K$1.03M0.3%−$130KAdded−$94.8K
Mckesson CorpMCK1.17K$1.02M0.3%$52.4KAdded$62.8K
Howmet Aerospace Inc.HWM4.31K$994.2K0.3%$106.1KAdded$139.1K
Vanguard Index Fds5.06K$993.2K0.3%$26.4KHeld
Asml Holding N V749$989.3K0.3%$171.4KAdded$258.6K
Bank America Corp19.6K$954.5K0.3%−$120.7KAdded−$107.3K
Analog Devices IncADI3K$953.1K0.3%$138KAdded$156.1K
Mcdonalds CorpMCD3.05K$947.9K0.3%$15.7KCut$9.93K
Goldman Sachs Group Inc1.09K$920.4K0.3%−$8.09KAdded$705.1K
Cboe Global Mkts Inc3.16K$887.1K0.3%$94.8KAdded$96.2K
Veeva Sys Inc4.95K$868.6K0.3%−$235.2KCut−$238.8K
Us Bancorp Del16.4K$850.4K0.3%−$21.6KAdded−$3.4K
Cemex Sab De Cv74.1K$847.8K0.3%−$3.71KCut−$6.19K
Blackstone Inc.BX7.3K$839.5K0.3%−$285.8KCut−$402.8K
Paccar IncPCAR7.26K$838.2K0.3%$43KAdded$51.2K
Coca Cola CoKO10.8K$824K0.3%$63.8KAdded$98.1K
Caterpillar IncCAT1.16K$821.1K0.2%$145.9KAdded$204.7K
NetApp, Inc.NTAP8.01K$820.2K0.2%−$37.7KCut−$52.6K
Parker-Hannifin CorpPH902$807.5K0.2%$14.7KCut−$34.5K
Dexcom IncDXCM12.8K$804.5K0.2%−$45.7KCut−$137.7K
Advanced Micro Devices IncAMD3.84K$780.8K0.2%−$39.6KAdded−$9.06K
Eog Res Inc5.33K$770.1K0.2%$202.9KAdded$231.4K
United Parcel Service IncUPS7.76K$763K0.2%−$6.26KAdded−$3.6K
Pepsico IncPEP4.84K$751K0.2%$55.8KAdded$71K
Capital One Finl Corp4.1K$747.2K0.2%−$234.2KAdded−$199.9K
Ishares Tr2.97K$736.6K0.2%$5.46KCut−$10.5K
Verizon Communications IncVZ14.6K$731.1K0.2%$128.9KAdded$176.7K
Palantir Technologies Inc.PLTR4.89K$715.9K0.2%−$136.2KAdded−$53.2K
Intuit Inc.INTU1.65K$714.3K0.2%−$380KCut−$655.6K
Comcast Corp New24.1K$691.4K0.2%−$27.1KAdded$4.46K
International Business Machs2.82K$683.5K0.2%−$147.1KAdded−$126K
Kla CorpKLAC463$681.7K0.2%$112.5KAdded$150.7K
Nextera Energy Inc7.3K$678K0.2%$92KCut$85.4K
Range Res Corp15K$677.9K0.2%$148.2KAdded$151K
Booking Holdings Inc.BKNG161$677.9K0.2%−$179.8KAdded−$162.9K
Morgan Stanley4.11K$676.2K0.2%−$53.3KCut−$68.5K
Northrop Grumman Corp988$674.1K0.2%$109.8KAdded$115.2K
State Str Corp5.28K$668.2K0.2%−$12.8KAdded−$4.81K
Federated Hermes, Inc.FHI11.6K$658.7K0.2%$53.9KHeld
Otis Worldwide CorpOTIS8.35K$643.9K0.2%−$85.8KCut−$97.8K
Mitsubishi Ufj Finl Group In37.7K$639.4K0.2%$40.2KAdded$64.5K
Ecolab Inc.ECL2.4K$638.4K0.2%$7.67KAdded$63.3K
Novartis Ag4.17K$637K0.2%$50.3KAdded$171.2K
At&T Inc21.6K$626.2K0.2%$84.2KAdded$122.4K
Lam Research CorpLRCX2.93K$625.2K0.2%$119KAdded$145.5K
Shell Plc6.58K$612.2K0.2%$110.2KAdded$197.4K
Ishares Tr8.65K$607.1K0.2%New
Union Pac Corp2.5K$605.6K0.2%$28.2KCut$10.9K
Unilever Plc10.6K$605.4K0.2%−$83.4KAdded−$41.6K
Astrazeneca Plc OrdAZN3K$591.9K0.2%New
Lowes Cos Inc2.49K$588.8K0.2%−$12.1KAdded−$9.03K
Penske Automotive Grp Inc3.85K$576K0.2%−$33.8KCut−$127.5K
Citigroup Inc5K$566.8K0.2%−$15.6KAdded$11.7K
West Pharmaceutical Svsc Inc2.22K$557.4K0.2%−$54.4KAdded−$53.1K
Rio Tinto Plc5.93K$553.3K0.2%$73.5KAdded$109.9K
Totalenergies SeTTE6.03K$549K0.2%$130.9KAdded$213.8K
Tjx Cos Inc New3.41K$544.6K0.2%$20.1KAdded$36.6K
ConocophillipsCOP4.09K$540.1K0.2%$146.3KAdded$183.4K
Linde PlcLIN1.09K$539.9K0.2%$66.1KAdded$133.5K
Spdr Series Trust2.92K$530K0.2%$162KHeld
Corteva, Inc.CTVA6.27K$525K0.2%$99.2KAdded$126.2K
Allstate Corp2.48K$514.4K0.2%−$1.98KAdded$4.86K
Sony Group Corp24.8K$512.4K0.2%−$106.6KAdded−$44.5K
Hsbc Hldgs Plc6.14K$506.7K0.2%$21.2KAdded$69.4K
Vanguard Scottsdale Fds1.71K$491.2K0.1%New
Graco IncGGG5.75K$487.2K0.1%$14.3KAdded$50.3K
Pnc Finl Svcs Group Inc2.34K$486.7K0.1%−$1.46KAdded$9.57K
Autodesk, Inc.ADSK1.99K$475.9K0.1%−$88KAdded$15.9K
Philip Morris Intl Inc2.88K$475.4K0.1%$13.5KAdded$37.3K
Schwab Charles Corp5K$469.9K0.1%−$29.3KAdded−$23.5K
Vanguard Mun Bd Fds9.4K$469.2K0.1%New
Weyerhaeuser Co Mtn BeWY19.2K$468.3K0.1%$14.1KAdded$15.9K
Oreilly Automotive Inc5.07K$468.2K0.1%$5.53KAdded$9.87K
Bhp Group Ltd6.41K$466.2K0.1%$67.6KAdded$136.3K
Spotify Technology S.A.SPOT958$464.5K0.1%−$44.9KAdded$192.2K
Travel Plus Leisure Co6.57K$454.5K0.1%−$8.79KAdded−$8.1K
Ameriprise Finl Inc1.02K$452K0.1%−$46.7KCut−$52.1K
Gilead Sciences, Inc.GILD3.24K$451.8K0.1%$49KAdded$89.9K
Motorola Solutions, Inc.MSI1.02K$440.9K0.1%$31.1KAdded$205.2K
Moodys Corp1K$438.4K0.1%−$73.6KAdded−$65.3K
Evergy, Inc.EVRG5.33K$436.6K0.1%$49.7KAdded$54.5K
ServiceNow, Inc.NOW4.17K$435.8K0.1%−$167.1KAdded−$90.4K
Liberty Live Holdings Inc4.63K$435.3K0.1%$50.6KAdded$50.9K
Intuitive Surgical IncISRG940$433.3K0.1%−$96.2KAdded−$83.8K
Duke Energy Corp New3.3K$431.7K0.1%$44.1KAdded$55.3K
Enterprise Prods Partners L11.4K$431.4K0.1%$65.9KHeld
Martin Marietta Matls Inc730$429.7K0.1%−$22.9KAdded$10.1K
Atmos Energy CorpATO2.32K$429.1K0.1%$39.7KCut−$10.8K
General Dynamics CorpGD1.24K$424.2K0.1%$7.65KAdded$31.7K
Amphenol Corp New3.34K$422.3K0.1%−$29.4KCut−$47.1K
Bristol-Myers Squibb Co6.93K$420.2K0.1%$43.3KAdded$71.9K
Banco Santander Sa37.2K$419.1K0.1%−$15.8KAdded$6.45K
Iqvia Hldgs Inc2.45K$417.1K0.1%−$134.2KCut−$182K
Qualcomm Inc3.2K$411.8K0.1%−$135.2KCut−$274.8K
Workday, Inc.WDAY3.17K$411.3K0.1%−$268.7KCut−$318.5K
Honeywell Intl Inc1.82K$410.9K0.1%$54.1KAdded$69.9K
Salesforce, Inc.CRM2.2K$410.3K0.1%−$154.5KAdded−$112.9K
Stanley Black & Decker, Inc.SWK5.72K$406.3K0.1%−$17.8KAdded−$4.15K
Banco Bilbao Vizcaya Argenta18.3K$397.4K0.1%−$30KAdded−$25.7K
Raymond James Finl Inc2.74K$396.7K0.1%−$43.3KAdded−$43K
Keysight Technologies, Inc.KEYS1.4K$396.4K0.1%$107.2KAdded$121.3K
Sap Se2.29K$391.6K0.1%−$153.4KAdded−$128.3K
Reddit, Inc.RDDT2.86K$384.7K0.1%−$245.3KAdded−$207.4K
Thermo Fisher Scientific Inc.TMO779$382.9K0.1%−$68.5KCut−$112.5K
Bok Finl Corp2.93K$375.7K0.1%$28KAdded$30.4K
Marathon Pete Corp1.53K$373.6K0.1%$122.5KAdded$129.3K
Unitedhealth Group IncUNH1.37K$371.2K0.1%−$81.7KCut−$232.2K
Quanta Svcs Inc675$370.6K0.1%$81.1KAdded$100.9K
Texas Roadhouse, Inc.TXRH2.23K$367.9K0.1%−$1.91KAdded−$1.09K
Franco Nev Corp1.48K$366.1K0.1%$58.3KAdded$62K
American Express CoAXP1.2K$363.3K0.1%−$80KAdded−$75.5K
Toyota Motor Corp1.76K$362.7K0.1%−$12.7KAdded$22.1K
Intel CorpINTC8.17K$360.4K0.1%$55.5KAdded$76.9K
UBS Group AGUBS9.09K$355.1K0.1%−$63.7KAdded−$52.2K
Irsa Inversiones Y Rep S A21.5K$349.3K0.1%−$7.11KHeld
Targa Res Corp1.39K$348.5K0.1%$91.1KAdded$94.8K
Pricesmart IncPSMT2.31K$347.5K0.1%$64KAdded$65.4K
Chubb Limited1.06K$346.8K0.1%$14KAdded$30.6K
Intercontinental Exchange In2.2K$345.7K0.1%−$9.94KAdded$1.86K
Strategy Inc2.76K$344.7K0.1%−$68.8KAdded−$40.2K
Danaher Corporation1.81K$343.9K0.1%−$71.3KCut−$82.5K
Hartford Insurance Group Inc2.54K$343.6K0.1%−$6.25KAdded$8.77K
Bank New York Mellon Corp2.86K$339.3K0.1%$6.83KAdded$27K
CARRIER GLOBAL CorpCARR6.02K$339.1K0.1%$19.5KAdded$42.4K
Boston Scientific CorpBSX5.38K$337.5K0.1%−$132.2KAdded−$49.1K
British Amern Tob Plc5.72K$334.4K0.1%$8.72KAdded$67.5K
Pfizer IncPFE11.9K$333.8K0.1%$34.7KAdded$62.4K
BlackRock, Inc.BLK347$333.7K0.1%−$36.8KAdded−$29.1K
Stryker CorpSYK1.01K$331.5K0.1%−$23.1KCut−$32.6K
Trane Technologies PlcTT788$328.4K0.1%$18.8KAdded$62.2K
Alibaba Group Hldg Ltd2.57K$322.7K0.1%−$45.6KAdded$5.92K
Vanguard Index Fds1K$320.8K0.1%−$9.95KAdded$90.1K
T-Mobile Us Inc1.49K$312.5K0.1%$9.7KAdded$30.9K
Xcel Energy Inc3.91K$310.6K0.1%$20.9KAdded$34K
Synopsys IncSNPS779$308.9K0.1%−$57.1KCut−$70.2K
Starbucks CorpSBUX3.41K$305.6K0.1%$16.3KAdded$49.8K
Gsk Plc5.5K$303.8K0.1%$33.9KCut$32.3K
Ishares Tr8.16K$300.6K0.1%−$3.9KAdded$38K
Abbott LabsABT2.92K$300K0.1%−$66.1KCut−$438.1K
American Intl Group Inc3.96K$298.1K0.1%−$38KAdded−$18K
Boeing Co1.49K$297K0.1%−$25.5KAdded−$9.19K
Ing Groep N.V.11.3K$294.9K0.1%−$21.1KAdded−$7.4K
Regeneron Pharmaceuticals, Inc.REGN381$294.4K0.1%$293Cut−$4.34K
Unum Group4.03K$294K0.1%New
Applovin CorpAPP736$292.9K0.1%−$203KCut−$228.6K
Ishares Inc4.16K$290.4K0.1%$9.39KAdded$40.9K
Seagate Technology Hldngs Pl738$289.1K0.1%New
Sprott Asset Management Lp8K$283.5K0.1%New
Sumitomo Mitsui Finl Group I14.3K$283K0.1%$5.76KAdded$18K
Crh Plc2.66K$279.8K0.1%−$48.6KAdded−$28.2K
HCA Healthcare, Inc.HCA587$277.8K0.1%$3.61KAdded$13.5K
Lloyds Banking Group Plc54.9K$276.1K0.1%−$13.9KAdded$2.93K
Teledyne Technologies IncTDY452$273.5K0.1%$39.3KAdded$60.5K
Hilton Worldwide Hldgs Inc894$271.8K0.1%$14.2KAdded$29.7K
Vertex Pharmaceuticals Inc602$268.8K0.1%−$3.88KAdded$10.9K
Vanguard World Fd1.17K$262.8K0.1%$15.6KHeld
Relx Plc7.92K$262.7K0.1%−$50.6KAdded−$18.6K
Mizuho Financial Group Inc32.6K$259.2K0.1%$19.4KAdded$30.3K
Lauder Estee Cos Inc3.56K$255.5K0.1%−$117.3KCut−$137.1K
Progressive Corp1.29K$255.1K0.1%−$36.1KAdded−$23.6K
Air Prods & Chems Inc878$255.1K0.1%New
Fedex CorpFDX716$255K0.1%$46.9KAdded$53.7K
Occidental Pete Corp3.91K$254.4K0.1%New
Pure Storage IncP4.3K$254.1K0.1%New
Shore Bancshares IncSHBI13.5K$252.9K0.1%New
National Grid Plc2.98K$252.4K0.1%$20KAdded$39.3K
Amcor Plc Com New6.21K$247K0.1%New
Welltower Inc.WELL1.25K$246.9K0.1%$13.6KAdded$37.6K
Natwest Group Plc16.5K$246K0.1%−$42KAdded−$36.5K
Valero Energy Corp994$245.6K0.1%New
Bp Plc5.21K$244.7K0.1%New
Atmus Filtration Technologie4.26K$241.6K0.1%$19.4KAdded$34.4K
Teradyne, IncTER813$241K0.1%New
Liberty Global Ltd20.5K$240.7K0.1%$14.2KCut$10.5K
Spdr Dow Jones Indl Average515$238.5K0.1%−$8.95KCut−$11.4K
Newmont Corp2.19K$237.1K0.1%New
Alcon IncALC3.12K$235.3K0.1%New
Takeda Pharmaceutical Co Ltd12.5K$230.9K0.1%New
Ondas Hldgs IncONDS25.5K$230.5K0.1%−$18.4KHeld
Illinois Tool Wks Inc884$230.1K0.1%New
Ishares Tr1.82K$227.9K0.1%New
Orla Mng Ltd New14K$226.5K0.1%$37.2KAdded$38K
Paychex IncPAYX2.46K$226.3K0.1%−$37.8KAdded$14.9K
Barclays Plc10.7K$225.4K0.1%−$45.7KCut−$48.7K
Freeport-Mcmoran IncFCX3.83K$225.2K0.1%New
Novo-Nordisk A S6.11K$224.4K0.1%−$80.8KAdded−$66.5K
Gentex CorpGNTX10.1K$221.3K0.1%−$14.4KCut−$33.3K
Lennar Corp2.55K$221.3K0.1%−$40.7KCut−$55.1K
S&P Global Inc.SPGI519$220.8K0.1%−$50.5KCut−$66.2K
United Rentals, Inc.URI301$219.3K0.1%−$23.9KAdded−$20.3K
Jd.Com Inc7.41K$219.2K0.1%$6.1KAdded$18K
Moog Inc743$217.4K0.1%New
Texas Instrs Inc1.11K$215.3K0.1%New
Vulcan Matls Co784$213.5K0.1%−$9.59KAdded$1.85K
Thomson Reuters Corp2.33K$209.2K0.1%−$94.3KAdded−$87.4K
Constellation Energy CorpCEG739$206.4K0.1%−$54.4KAdded−$53.3K
Royal Caribbean Group743$204.5K0.1%−$2.71KAdded$2.52K
Altria Group, Inc.MO3.05K$201.5K0.1%New
Liberty Global Ltd16.4K$198.1K0.1%$14.5KAdded$28K
International Mny Express InIMXI11.8K$187.1K0.1%New
Armada Hoffler Pptys Inc24.3K$133.4K0.0%New
Ford Mtr Co11.1K$128K0.0%−$17.4KAdded−$16.8K
Nomura Hldgs Inc12K$94.9K0.0%−$5.44KAdded$3.72K
Angi Inc.ANGI12.2K$83.8K0.0%New
Nano Dimension Ltd.NNDM44.9K$76.4K0.0%$7.19KHeld
Octave Specialty Group IncOSG16.3K$75.9K0.0%New
Heron Therapeutics Inc18K$14.4K0.0%New

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.