13F

Investor

Aspect Partners, LLC

CIK 0001985284 · filed 2026-04-02 · SEC filing

13F book

$244.6M

Positions

709

34 new · 35 sold

Largest name

10.2%

Vanguard Index Fds

Est. mark

$2.54M

Price effect on 674 names still held. Flow $13.6M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds78.1K$25.1M10.2%−$991.5KAdded$2.08M
Ishares Tr239.1K$18.7M7.7%$13.4KAdded$17.6M
Spdr S&P 500 Etf Tr28.2K$18.3M7.5%−$889.9KCut−$12.9M
Ishares Tr174.3K$15.8M6.4%$168.3KAdded$1.7M
Ea Series Trust117.2K$13.6M5.6%$122.8KAdded$1.75M
Invesco Actvely Mngd Etc Fd692K$12M4.9%$1.89MAdded$5.82M
Ishares Inc151.6K$10.6M4.3%$302KAdded$2.55M
Spdr Gold Tr22.5K$9.69M4.0%$764.9KCut$271.1K
Ishares Tr200.5K$8.23M3.4%−$114.7KAdded$269.9K
Ishares Tr62.6K$7.79M3.2%$239.3KAdded$822.5K
Tidal Trust Ii279.8K$7.61M3.1%−$238.4KAdded$246.9K
Ishares Gold Tr73.5K$6.48M2.6%$493.4KAdded$750.9K
Etf Ser Solutions165.1K$6.18M2.5%$301.9KAdded$693.6K
Select Sector Spdr Tr145.2K$5.93M2.4%$66.8KAdded$309.8K
Ishares Tr54.3K$5.39M2.2%−$31.6KAdded$214.4K
Ishares Tr55.4K$4.8M2.0%−$24.1KAdded$333.7K
Vanguard Whitehall Fds53.5K$4.73M1.9%−$159.6KAdded−$152.7K
Cambria Etf Tr125.5K$4.69M1.9%$602.7KAdded$643.9K
Etfs Gold Tr78.8K$3.52M1.4%$278.9KCut$263.1K
Ishares Tr13.1K$3.24M1.3%$24KCut−$5.31M
Etf Ser Solutions55.8K$3.23M1.3%−$55.9KAdded$837
Ishares Tr53.3K$2.7M1.1%$4.09KAdded$1.49M
Invesco Qqq Tr3.66K$2.11M0.9%−$134.6KAdded−$109.2K
Spdr Series Trust66.2K$2.06M0.8%−$65.4KAdded$20.9K
Cambria Etf Tr25.9K$1.95M0.8%$147.4KAdded$211.5K
Vanguard Wellington Fd9.82K$1.94M0.8%$55.9KAdded$108K
Profesionally Managed Portfo33.8K$1.78M0.7%−$427.5KCut−$621.1K
Proshares Tr16.1K$1.71M0.7%$30.7KAdded$64.1K
Spdr Series Trust11K$1.61M0.7%$74.6KAdded$79.4K
Ea Series Trust30.7K$1.55M0.6%−$29.9KHeld
First Tr Exchange Trad Fd Vi38K$1.09M0.4%$208KCut−$224.1K
Ishares Tr4.4K$1.06M0.4%−$45.5KCut−$53K
Ishares Inc11.3K$893.5K0.4%$60.4KHeld
Ishares Tr17.6K$878.9K0.4%$394Added$223K
Ishares S&P Gsci Commodity-23.6K$762K0.3%$217.1KHeld
Ishares Tr7.02K$682K0.3%$7.72KAdded$8.11K
Ishares Tr7.77K$673K0.3%$15.4KAdded$21.7K
Amazon Com IncAMZN3.16K$657.9K0.3%−$70.7KAdded−$65.7K
Ishares Tr7.69K$644K0.3%$7.69KHeld
Exxon Mobil Corp3.65K$618.9K0.3%$179.9KHeld
Berkshire Hathaway Inc Del1.28K$614.3K0.3%−$30.1KCut−$40.6K
Dimensional Etf Trust8.2K$581.1K0.2%−$26.7KHeld
Nvidia CorpNVDA3.22K$561.8K0.2%−$39KCut−$267.1K
Ishares Tr5.8K$537.7K0.2%−$5.12KAdded$197.9K
Vanguard Scottsdale Fds9.59K$531K0.2%−$4.27KCut−$255.1K
Apple Inc.AAPL2.03K$514.9K0.2%−$35.6KAdded−$21.9K
Schwab Strategic Tr20.8K$513.8K0.2%$14.7KHeld
CGI IncGIB6.8K$497K0.2%−$130.2KAdded−$128.8K
Northrop Grumman Corp703$479.6K0.2%$78.6KAdded$79.3K
Ishares Tr4.75K$454K0.2%−$40.7KHeld
Ea Series Trust8.08K$421.1K0.2%$27KHeld
Vanguard World Fd603$420.9K0.2%−$33.8KHeld
Ishares Tr7.36K$417.9K0.2%$15.3KCut−$1.65M
Schwab Strategic Tr15.5K$398.6K0.2%−$19.7KHeld
Microsoft CorpMSFT1.02K$378.5K0.2%−$114.6KAdded−$110.2K
Ishares Tr2.34K$371.1K0.2%−$17.2KHeld
Vanguard Index Fds1.4K$367.3K0.1%$5.57KHeld
Ishares Tr825$351.8K0.1%−$38.7KHeld
Nrg Energy, Inc.NRG2.39K$349.1K0.1%−$9.29KAdded$236.2K
Vaneck Etf Trust3.67K$336.3K0.1%$22KHeld
Fidelity Covington Trust5.84K$322.6K0.1%−$8.47KHeld
Pnc Finl Svcs Group Inc1.54K$320.3K0.1%−$984Cut−$1.19K
Invesco Exch Traded Fd Tr Ii2.65K$304.7K0.1%$1.09KHeld
Vanguard Charlotte Fds6.11K$293.8K0.1%−$1.64KAdded−$249
Spdr Index Shs Fds6.07K$284.9K0.1%$607Held
Invesco Exchange Traded Fd T2.11K$277.1K0.1%−$6.41KAdded−$6.02K
Dominion Energy, IncD4.48K$276.7K0.1%$14.5KHeld
Ishares Tr702$250.3K0.1%−$11.9KHeld
Jpmorgan Chase & Co.829$243.9K0.1%−$23.2KAdded−$22.6K
Ishares Gold TrIAUM5.03K$234.7K0.1%$18.6KAdded$19.5K
Chevron Corp NewCVX1.04K$215.2K0.1%$56.7KHeld
Coca Cola CoKO2.8K$212.9K0.1%$17.2KAdded$17.3K
Alphabet Inc731$210.3K0.1%−$18.6KHeld
First Tr Exchange-Traded Fd2.49K$204.3K0.1%$6.15KHeld
Wisdomtree Tr3.36K$202.2K0.1%$9.62KHeld
Ssga Active Tr6.82K$196.7K0.1%$6.96KAdded$56.1K
Ishares Tr1.99K$187.8K0.1%$1.28KAdded$8.28K
Public Svc Enterprise Grp In2.3K$186.2K0.1%$1.5KHeld
Alphabet Inc633$181.6K0.1%−$16.8KAdded−$13.9K
Vanguard Bd Index Fds2.39K$176K0.1%−$1.03KHeld
Ishares Inc4.41K$173.8K0.1%−$4.37KHeld
Broadcom Inc.AVGO557$172.4K0.1%−$20KAdded−$16.6K
Vanguard Index Fds280$167.3K0.1%−$8.28KHeld
Vanguard Admiral Fds Inc1.6K$162.8K0.1%$6.37KHeld
Vse Corp882$162.6K0.1%$10.2KCut$4.19K
Verizon Communications IncVZ3.23K$161.9K0.1%$30.5KAdded$30.7K
Palantir Technologies Inc.PLTR1.08K$158K0.1%−$34KCut−$35.6K
Global X Fds2.02K$157.5K0.1%−$7.2KAdded$12.3K
Thermo Fisher Scientific Inc.TMO302$148.4K0.1%−$26.6KCut−$27.1K
Ishares Tr1.59K$144.9K0.1%New
Johnson & JohnsonJNJ570$139.3K0.1%$21.4KHeld
Meta Platforms, Inc.META228$130.4K0.1%−$19.1KAdded−$12.8K
Spdr Dow Jones Indl Average279$129.2K0.1%−$4.8KAdded−$4.34K
International Business Machs518$125.6K0.1%−$27.9KCut−$30.6K
Dimensional Etf Trust1.71K$121.3K0.1%$2.49KHeld
Ishares Tr1.27K$118.6K0.0%−$1.55KHeld
Amgen IncAMGN333$117.2K0.0%$8.17KHeld
Dimensional Etf Trust4.92K$116.5K0.0%$3.69KHeld
Alliant Energy CorpLNT1.61K$115.6K0.0%$10.9KHeld
National Bankshares Inc Va3.1K$113K0.0%$8.94KHeld
Honeywell Intl Inc497$112.3K0.0%$15.4KHeld
Dimensional Etf Trust2.24K$108.7K0.0%$4.2KHeld
Micron Technology IncMU304$102.8K0.0%$16KCut−$65.1K
Proshares Tr2.23K$102.2K0.0%−$2.04KHeld
Mcdonalds CorpMCD304$94.5K0.0%$1.57KHeld
Ishares Tr1.76K$93.8K0.0%−$15.5KHeld
Lowes Cos Inc395$93.3K0.0%−$1.93KHeld
Eli Lilly & CoLLY101$92.9K0.0%−$15.6KHeld
Johnson Ctls Intl Plc689$90.2K0.0%$7.53KAdded$9.75K
Advanced Micro Devices IncAMD426$86.7K0.0%−$3.93KAdded$8.28K
Netflix IncNFLX900$86.5K0.0%$2.06KAdded$5.71K
Invesco Exchange Traded Fd T912$86K0.0%$14.2KHeld
Home Depot, Inc.HD259$85.2K0.0%−$3.94KHeld
Merck & Co., Inc.MRK703$84.6K0.0%$10.6KHeld
Walmart Inc.WMT671$83.4K0.0%$8.64KHeld
Ishares Tr720$81.4K0.0%−$7.31KHeld
Tesla, Inc.TSLA218$81K0.0%−$17KCut−$20.1K
Intel CorpINTC1.82K$80.5K0.0%$10.4KAdded$27.2K
Unitedhealth Group IncUNH289$78.2K0.0%−$17.2KCut−$25.1K
Pepsico IncPEP499$77.5K0.0%$5.87KHeld
Visa Inc.V249$75.4K0.0%−$12.1KHeld
TechnipFMC PLCFTI1.05K$72.7K0.0%$25.8KHeld
Cambria Etf Tr1.72K$71.1K0.0%$5.29KHeld
Pimco Etf Tr700$70.4K0.0%$161Held
Manager Directed Portfolios6.79K$70.2K0.0%−$476Held
Proshares Tr1.34K$68.7K0.0%−$1.31KHeld
Costco Whsl Corp New68$67.8K0.0%$9.12KCut$3.94K
Cisco Sys Inc855$66.3K0.0%$479Held
Taiwan Semiconductor Mfg Ltd194$65.7K0.0%$6.62KHeld
Fidelity Covington Trust2.32K$62.5K0.0%$46Held
Vanguard Index Fds217$62.3K0.0%−$660Held
Lam Research CorpLRCX270$57.7K0.0%$11.3KAdded$12.3K
AbbVie Inc.ABBV249$54.2K0.0%−$2.74KHeld
Goldman Sachs Group Inc64$54.1K0.0%−$2.11KCut−$2.99K
Cloudflare, Inc.NET258$53.2K0.0%$2.37KHeld
Palo Alto Networks IncPANW329$52.7K0.0%−$7.86KHeld
Schwab Strategic Tr1.08K$52.7K0.0%$4.01KHeld
Vanguard Index Fds591$52.4K0.0%$107Cut−$45.7K
Ge Aerospace182$51.6K0.0%−$4.41KCut−$6.26K
GE Vernova Inc.GEV58$50.6K0.0%$12.7KHeld
Bank America Corp1.03K$50.1K0.0%−$6.42KCut−$16.7K
Vanguard World Fd406$49K0.0%−$5.15KHeld
Fidelity Wise Origin Bitcoin810$47.8K0.0%−$13.9KHeld
Mastercard IncMA95$47.5K0.0%−$6.62KAdded−$5.63K
Ishares Tr520$47.1K0.0%−$2.98KAdded−$2.89K
Tjx Cos Inc New293$46.8K0.0%$1.79KHeld
Schwab Strategic Tr1.6K$46.5K0.0%$960Held
Wisdomtree Tr1.25K$45.1K0.0%$3.09KAdded$3.24K
Boeing Co224$44.7K0.0%−$3.79KAdded−$803
Comcast Corp New1.51K$43.4K0.0%−$1.78KHeld
Vanguard Index Fds207$40.6K0.0%$1.08KHeld
Starbucks CorpSBUX448$40.2K0.0%$2.41KHeld
Royal Caribbean Group145$39.8K0.0%−$695Added−$420
Linde PlcLIN80$39.7K0.0%$5.55KHeld
Philip Morris Intl Inc235$38.9K0.0%$1.16KHeld
C3.ai, Inc.AI4.59K$38.7K0.0%−$23.2KHeld
Lockheed Martin CorpLMT62$37.5K0.0%$7.48KHeld
Mckesson CorpMCK43$37.2K0.0%$1.94KHeld
Procter And Gamble CoPG254$36.7K0.0%$287Added$431
Marathon Pete Corp150$36.6K0.0%$12.2KHeld
Nextera Energy Inc387$35.9K0.0%$4.88KHeld
Huntington Ingalls Inds Inc93$35.3K0.0%$3.7KHeld
Archer-Daniels-Midland CoADM480$34.9K0.0%$7.3KHeld
Texas Instrs Inc169$32.8K0.0%$3.49KHeld
Oracle Corp218$32.1K0.0%−$10.3KAdded−$10K
Caterpillar IncCAT43$30.5K0.0%$5.7KAdded$6.4K
Edison Intl400$29.3K0.0%$5.26KHeld
Progressive Corp135$26.8K0.0%−$3.98KHeld
RTX CorpRTX138$26.6K0.0%$1.29KAdded$1.68K
Applied Matls Inc73$24.9K0.0%$2.12KAdded$18.5K
Gilead Sciences, Inc.GILD177$24.7K0.0%$2.94KHeld
Williams Cos Inc335$24.4K0.0%$4.24KCut$4.18K
Pimco Dynamic Income Fd1.38K$23.6K0.0%−$784Added$89
Kratos Defense & Sec Solutio327$23.1K0.0%−$1.65KAdded−$96
S&P Global Inc.SPGI54$23K0.0%−$5.25KHeld
Etfis Ser Tr I1.13K$23K0.0%−$1.31KAdded−$761
Morgan Stanley138$22.7K0.0%−$1.79KCut−$5.16K
Arista Networks, Inc.ANET175$21.5K0.0%−$1.39KAdded−$526
BlackRock, Inc.BLK22$21.2K0.0%−$2.39KHeld
Yum Brands IncYUM135$21K0.0%$567Held
Eaton Corp PlcETN58$20.7K0.0%$2.27KHeld
Salesforce, Inc.CRM110$20.5K0.0%−$8.61KCut−$11.8K
Adobe Inc.ADBE84$20.4K0.0%−$8.98KCut−$12.5K
Analog Devices IncADI64$20.4K0.0%$2.39KAdded$6.53K
Invesco Exch Trd Slf Idx Fd1.04K$20.4K0.0%−$47Held
Invesco Exch Trd Slf Idx Fd1.03K$20.2K0.0%−$119Held
Invesco Exch Trd Slf Idx Fd975$19.9K0.0%−$173Held
Invesco Exch Trd Slf Idx Fd1.06K$19.7K0.0%−$185Held
American Express CoAXP65$19.7K0.0%−$1.48KAdded$11.5K
Allstate Corp92$19.1K0.0%−$71Added$966
Deere & CoDE33$18.6K0.0%$3.23KHeld
Qualcomm Inc139$17.9K0.0%−$5.88KCut−$13.4K
Truist Finl Corp389$17.9K0.0%−$1.26KHeld
Uber Technologies, IncUBER243$17.5K0.0%−$2.38KCut−$3.52K
Intercontinental Exchange In111$17.5K0.0%−$520Held
Mercadolibre IncMELI10$17.3K0.0%−$1.71KAdded$5.2K
American Tower Corp New100$17.3K0.0%−$290Added$228
Trane Technologies PlcTT41$17.1K0.0%$1.13KHeld
Pfizer IncPFE606$17K0.0%$1.93KCut−$3.58K
Regeneron Pharmaceuticals, Inc.REGN22$17K0.0%$17Held
Pimco Dynamic Income Oprnts1.27K$16.4K0.0%−$1.12KAdded−$659
Oreilly Automotive Inc177$16.3K0.0%$194Held
Accenture Plc Ireland82$16.3K0.0%−$5.32KAdded−$4.13K
Automatic Data Processing In80$16.3K0.0%−$4.32KHeld
Aon plcAON50$16.1K0.0%−$1.51KHeld
CoreWeave, Inc.CRWV208$16.1K0.0%$1.19KAdded$1.58K
Bitmine Immersion Tecnologie809$16K0.0%−$5.58KAdded−$4.55K
Western Digital CorpWDC59$16K0.0%$5.79KHeld
Lennar Corp184$16K0.0%−$2.95KAdded−$2.86K
Citigroup Inc139$15.8K0.0%−$456Cut−$1.39K
ConocophillipsCOP119$15.7K0.0%$4.57KCut$4.47K
Union Pac Corp64$15.5K0.0%$723Held
Howmet Aerospace Inc.HWM66$15.2K0.0%$1.68KHeld
Intuit Inc.INTU35$15.1K0.0%−$7.59KAdded−$6.73K
T-Mobile Us Inc71$14.9K0.0%$496Held
Moodys Corp34$14.8K0.0%−$2.39KAdded−$1.51K
JBT MAREL CorpJBTM113$14.4K0.0%−$2.58KHeld
Halliburton CoHAL362$14.1K0.0%$3.88KCut$3.46K
Motorola Solutions, Inc.MSI32$13.9K0.0%$1.62KHeld
Prologis Inc.105$13.9K0.0%$475Held
Electronic Arts Inc.EA68$13.9K0.0%−$31Cut−$235
Vaneck Etf Trust36$13.8K0.0%$837Held
Abbott LabsABT132$13.6K0.0%−$2.99KHeld
Illinois Tool Wks Inc52$13.5K0.0%$728Held
SoFi Technologies, Inc.SOFI849$13.5K0.0%−$8.74KCut−$12.4K
Wells Fargo Co New169$13.5K0.0%−$2.3KCut−$7.33K
Ross Stores, Inc.ROST62$13.4K0.0%$2.26KHeld
First Tr Inter Duratn Pfd &750$13.2K0.0%−$758Held
Marsh & Mclennan Cos Inc76$13.2K0.0%−$917Held
Welltower Inc.WELL65$12.9K0.0%$774Added$972
General Dynamics CorpGD37$12.7K0.0%$243Held
Southern Co129$12.5K0.0%$1.2KHeld
L3harris Technologies Inc36$12.4K0.0%$1.86KHeld
Vaneck Etf Trust969$12.4K0.0%−$1.34KHeld
Rio Tinto Plc132$12.3K0.0%$1.75KHeld
Danaher Corporation64$12.1K0.0%−$2.52KHeld
Valero Energy Corp49$12.1K0.0%$4.13KHeld
Pulte Group Inc102$12K0.0%$35Held
Freeport-Mcmoran IncFCX203$12K0.0%$1.58KAdded$1.88K
Toyota Motor Corp58$12K0.0%−$462Held
Waste Mgmt Inc Del52$11.9K0.0%$524Held
Ametek Inc/AME55$11.8K0.0%$498Cut$293
Disney Walt Co122$11.7K0.0%−$2.12KCut−$2.92K
Chubb Limited36$11.7K0.0%$457Added$1.44K
Air Prods & Chems Inc40$11.6K0.0%$1.74KHeld
Microchip Technology Inc.174$11.2K0.0%$130Added$1.94K
Sherwin Williams CoSHW34$10.9K0.0%−$118Held
State Str Corp86$10.9K0.0%−$211Held
Nuveen Quality Muncp Income941$10.8K0.0%−$489Held
American Elec Pwr Co Inc82$10.7K0.0%$1.29KHeld
Okta, Inc.OKTA135$10.6K0.0%−$1.03KAdded−$875
Ishares Silver Tr155$10.6K0.0%$521Added$1.54K
Fmc CorpFMC612$10.5K0.0%$2.05KHeld
Mondelez Intl Inc179$10.3K0.0%$681Held
Marvell Technology, Inc.MRVL104$10.3K0.0%$1.39KAdded$1.89K
Tyson Foods, Inc.TSN160$10.2K0.0%$870Held
Newmont Corp93$10.1K0.0%$782Cut$682
Inventrust Pptys Corp330$10.1K0.0%$743Held
Norfolk Southn Corp35$10K0.0%−$60Held
Innovative Indl Pptys Inc200$10K0.0%$560Held
Targa Res Corp40$10K0.0%$2.65KHeld
Applovin CorpAPP25$9.95K0.0%−$6.9KHeld
Verisign Inc40$9.93K0.0%$216Cut−$27
Willis Towers Watson PlcWTW34$9.88K0.0%−$1.29KHeld
Zimmer Biomet Holdings, Inc.ZBH109$9.86K0.0%$54Held
Slb Limited/NvSLB191$9.81K0.0%$2.48KHeld
Cms Energy Corp126$9.78K0.0%$964Held
Evergy, Inc.EVRG119$9.75K0.0%$1.12KHeld
Cummins IncCMI18$9.68K0.0%$468Added$1.01K
Hartford Insurance Group Inc71$9.6K0.0%−$183Held
Duke Energy Corp New73$9.56K0.0%$1KHeld
Amkor Technology, Inc.AMKR211$9.5K0.0%$1KAdded$2.35K
Vertex Pharmaceuticals Inc21$9.38K0.0%−$144Held
Quanta Svcs Inc17$9.33K0.0%$2.16KHeld
Vertiv Holdings CoVRT37$9.27K0.0%$2.66KAdded$4.41K
Omnicom Group Inc.OMC123$9.26K0.0%−$670Held
Coinbase Global, Inc.COIN53$9.25K0.0%−$2.32KAdded−$922
Altria Group, Inc.MO139$9.17K0.0%$1.16KHeld
Simon Ppty Group Inc New49$9.14K0.0%$67Added$254
Artisan Partners Asset Mgmt250$9.1K0.0%−$1.09KHeld
Airbnb, Inc.ABNB72$9.09K0.0%−$321Added$4.48K
Keysight Technologies, Inc.KEYS32$9.04K0.0%$2.53KHeld
Crowdstrike Hldgs Inc23$8.98K0.0%−$1.1KAdded$2.42K
Niocorp Devs Ltd1.98K$8.84K0.0%−$1.67KHeld
Equinix IncEQIX9$8.82K0.0%$1.93KHeld
Vaneck Etf Trust500$8.77K0.0%−$60Held
Paccar IncPCAR75$8.66K0.0%$450Held
Fidelity Ethereum Fd412$8.6K0.0%−$3.6KHeld
Affirm Hldgs Inc187$8.57K0.0%−$4.92KAdded−$4.23K
Metlife Inc121$8.56K0.0%−$995Held
Republic Svcs Inc39$8.54K0.0%$276Held
Raymond James Finl Inc57$8.25K0.0%−$901Held
Capital One Finl Corp45$8.21K0.0%−$2.7KCut−$5.61K
Fedex CorpFDX23$8.19K0.0%$1.55KHeld
Occidental Pete Corp126$8.19K0.0%$3.01KCut−$7.72K
Sempra81$7.87K0.0%$683Added$1.07K
Ingersoll Rand Inc.IR98$7.85K0.0%$88Held
Intuitive Surgical IncISRG17$7.84K0.0%−$1.16KAdded$1.61K
Entergy Corp New68$7.64K0.0%$1.36KHeld
Pure Storage IncP129$7.62K0.0%−$1.03KHeld
Entrepreneurshares Series Tr450$7.6K0.0%−$1.46KHeld
MongoDB, Inc.MDB31$7.59K0.0%−$4.02KAdded−$2.06K
Seagate Technology Hldngs Pl19$7.44K0.0%$1.98KAdded$2.76K
Global X Fds97$7.41K0.0%$396Added$1.16K
Circle Internet Group, Inc.CRCL77$7.35K0.0%$1.18KAdded$1.56K
Travelers Companies, Inc.TRV25$7.29K0.0%$15Added$4.68K
Wabtec28$7K0.0%$984Added$1.23K
Xcel Energy Inc88$6.99K0.0%$490Held
ServiceTitan, Inc.TTAN110$6.98K0.0%−$4.65KAdded−$4.52K
Prudential Finl Inc71$6.94K0.0%−$1.03KAdded−$740
Cigna GroupCI26$6.94K0.0%−$220Held
Amplify Etf Tr300$6.91K0.0%−$1.35KAdded$948
D R Horton Inc50$6.86K0.0%−$340Held
Boston Scientific CorpBSX109$6.84K0.0%−$3.49KAdded−$3.36K
Ebay IncEBAY75$6.83K0.0%$294Held
Iqvia Hldgs Inc40$6.82K0.0%−$2.19KHeld
Nio Inc1.13K$6.82K0.0%$1.05KHeld
Cboe Global Mkts Inc24$6.75K0.0%$662Added$1.22K
Elevance Health Inc Formerly23$6.73K0.0%−$1.33KHeld
Constellation Energy CorpCEG24$6.7K0.0%−$1.78KCut−$2.48K
Gartner IncIT42$6.65K0.0%−$3.95KHeld
Global X Fds142$6.63K0.0%−$595Held
Corteva, Inc.CTVA79$6.61K0.0%$1.32KHeld
Rocket Lab CorpRKLB100$6.42K0.0%−$554Held
Poet Technologies Inc.POET1.08K$6.4K0.0%−$383Added$181
Cbre Group, Inc.CBRE47$6.37K0.0%−$1.19KCut−$1.83K
Invesco Exch Trd Slf Idx Fd273$6.33K0.0%−$45Held
Perpetua Resources Corp.PPTA225$6.33K0.0%$880Held
Gallagher Arthur J & Co29$6.28K0.0%−$1.22KCut−$1.74K
Kinder Morgan Inc Del187$6.27K0.0%$1.13KHeld
Select Sector Spdr Tr102$6.26K0.0%$1.69KHeld
Invesco Exch Trd Slf Idx Fd274$6.13K0.0%−$68Held
Ecolab Inc.ECL23$6.12K0.0%$80Held
Cadence Design System Inc22$6.11K0.0%−$764Held
Apollo Global Mgmt Inc54$6.02K0.0%−$1.8KCut−$8.17K
Aflac IncAFL54$5.92K0.0%−$28Added$301
Martin Marietta Matls Inc10$5.89K0.0%−$340Held
Novo-Nordisk A S160$5.88K0.0%−$2.05KAdded−$1.5K
Celsius Hldgs Inc165$5.85K0.0%−$1.42KAdded−$458
United Rentals, Inc.URI8$5.83K0.0%−$646Held
Bank New York Mellon Corp48$5.69K0.0%$117Added$354
J P Morgan Exchange Traded F100$5.67K0.0%−$56Held
3M COMMM39$5.66K0.0%−$580Cut−$4.26K
Waters Corp19$5.66K0.0%−$1.48KAdded−$1.18K
Applied Digital Corp.APLD235$5.58K0.0%−$172Added$160
Kroger CoKR77$5.57K0.0%$651Added$1.45K
J P Morgan Exchange Traded F100$5.55K0.0%−$260Held
Roivant Sciences Ltd.ROIV200$5.54K0.0%$1.2KHeld
Nebius Group N.V.NBIS52$5.4K0.0%$501Added$3.3K
Medtronic PlcMDT62$5.37K0.0%−$584Held
Rbb Fd Inc81$5.34K0.0%−$366Added$822
Bigbear Ai Hldgs Inc1.52K$5.34K0.0%−$2.73KAdded−$2.51K
Realty Income CorpO86$5.26K0.0%$414Held
Henry Schein IncHSIC71$5.23K0.0%−$133Held
Ulta Beauty, Inc.ULTA10$5.23K0.0%−$823Held
Vanguard Star Fds67$5.17K0.0%$112Held
Lyft, Inc.LYFT383$5.09K0.0%−$2.02KAdded−$1.36K
American Wtr Wks Co Inc New37$5.04K0.0%$206Held
Autodesk, Inc.ADSK21$5.03K0.0%−$1.13KAdded−$893
First Horizon Corporation220$5.01K0.0%−$251Held
Ge Healthcare Technologies I70$4.98K0.0%−$758Held
Joby Aviation Inc581$4.8K0.0%−$2.7KAdded−$2.41K
Coupang, Inc.CPNG252$4.76K0.0%−$1.11KAdded−$786
USA Rare Earth, Inc.USAR311$4.71K0.0%$1.01KCut$994
At&T Inc162$4.7K0.0%$586Added$1.2K
Hut 8 Corp.HUT100$4.69K0.0%$97Held
Csx CorpCSX114$4.68K0.0%$547Held
Amphenol Corp New37$4.67K0.0%−$167Added$2.11K
Cvs Health CorpCVS65$4.67K0.0%−$467Added−$252
Rockwell Automation, IncROK13$4.67K0.0%−$393Held
Etfis Ser Tr I100$4.61K0.0%$658Held
Stryker CorpSYK14$4.6K0.0%−$321Held
Marriott Intl Inc New14$4.58K0.0%$219Added$546
Textron IncTXT51$4.47K0.0%$20Held
Monster Beverage Corp New61$4.42K0.0%−$257Held
Kla CorpKLAC3$4.42K0.0%$772Held
Garmin LtdGRMN19$4.41K0.0%$553Held
Expedia Group, Inc.EXPE19$4.39K0.0%−$996Held
Arm Holdings Plc29$4.39K0.0%$1.13KAdded$1.44K
Snap-on IncSNA12$4.36K0.0%$224Held
Diamondback Energy, Inc.FANG22$4.35K0.0%$1.04KHeld
Public Storage Oper Co16$4.33K0.0%$181Held
Digital Rlty Tr Inc24$4.33K0.0%$434Added$1.7K
Smith A O CorpAOS65$4.31K0.0%−$62Held
Atlassian CorpTEAM63$4.3K0.0%−$5.26KAdded−$4.78K
Packaging Corp Amer20$4.24K0.0%$120Held
Ionq Inc147$4.24K0.0%−$2.04KAdded−$1.46K
Booking Holdings Inc.BKNG1$4.21K0.0%−$1.15KHeld
Talen Energy CorpTLN13$4.15K0.0%−$723Held
Coterra Energy Inc117$4.11K0.0%$1.03KHeld
Dyne Therapeutics, Inc.DYN225$4.08K0.0%−$322Held
Galaxy Digital Inc.GLXY220$4.06K0.0%−$817Added−$614
Global X Fds234$4.01K0.0%−$129Cut−$7.7K
Asml Holding N V3$3.97K0.0%$755Held
Reaves Util Income Fd100$3.93K0.0%$270Held
Ford Mtr Co338$3.9K0.0%−$533Held
Alibaba Group Hldg Ltd31$3.89K0.0%−$232Added$2.28K
Global X Fds76$3.87K0.0%$230Held
Ventas, Inc.VTR47$3.84K0.0%$97Added$2.14K
MSCI Inc.MSCI7$3.77K0.0%−$243Held
Maplebear Inc.CART100$3.75K0.0%−$752Held
Hershey CoHSY18$3.74K0.0%$466Held
World Gold Tr40$3.71K0.0%$147Added$2K
Davita Inc.DVA24$3.69K0.0%$921Added$1.07K
Robinhood Mkts Inc53$3.67K0.0%−$1.66KAdded−$625
Hilton Worldwide Hldgs Inc12$3.65K0.0%$185Added$489
Telix Pharmaceutical Ltd380$3.64K0.0%$733Added$1K
Otis Worldwide CorpOTIS47$3.62K0.0%−$482Held
Eog Res Inc25$3.62K0.0%$990Cut$885
Yelp IncYELP146$3.61K0.0%−$791Added−$643
Parker-Hannifin CorpPH4$3.58K0.0%$65Cut−$814
Roper Technologies IncROP10$3.54K0.0%−$912Cut−$3.14K
Iren Limited103$3.53K0.0%−$307Added$207
Webull Corp734$3.52K0.0%−$2.06KAdded−$1.85K
Archer Aviation Inc675$3.49K0.0%−$1.47KAdded−$1.21K
Regency Ctrs Corp46$3.48K0.0%$305Held
Transdigm Group IncTDG3$3.48K0.0%−$513Held
Rigetti Computing Inc245$3.44K0.0%−$1.99KHeld
Corning Inc25$3.4K0.0%$1.21KHeld
Autozone IncAZO1$3.38K0.0%−$14Held
Agnc Invt Corp335$3.36K0.0%−$230Added−$190
Vanguard Intl Equity Index F23$3.35K0.0%$56Held
HCA Healthcare, Inc.HCA7$3.31K0.0%$45Held
Mp Materials Corp68$3.28K0.0%−$116Added$705
Cme Group Inc.CME11$3.25K0.0%$245Held
Ready Capital Corp2K$3.25K0.0%−$1.12KHeld
United Airls Hldgs Inc35$3.22K0.0%−$691Held
Ppl Corp84$3.21K0.0%$267Held
Ubiquiti Inc.UI4$3.16K0.0%$948Held
Ameriprise Finl Inc7$3.11K0.0%−$321Held
Vaneck Etf Trust300$3.08K0.0%−$75Held
Oneok Inc /New/OKE34$3.07K0.0%$573Held
Iron Mtn Inc Del29$2.96K0.0%$558Held
EMCOR Group, Inc.EME4$2.95K0.0%$506Held
United Parcel Service IncUPS30$2.95K0.0%−$25Held
Exelon CorpEXC59$2.89K0.0%$320Held
Leidos Holdings, Inc.LDOS18$2.8K0.0%−$448Held
Dell Technologies Inc.DELL17$2.79K0.0%$650Held
Baker Hughes Company45$2.75K0.0%$698Held
Quest Diagnostics IncDGX14$2.74K0.0%$314Held
Legend Biotech CorpLEGN151$2.73K0.0%−$496Added−$225
XPO, Inc.XPO14$2.72K0.0%$821Held
Bloom Energy CorpBE20$2.71K0.0%New
Cintas CorpCTAS16$2.71K0.0%−$302Held
Supernus Pharmaceuticals, Inc.SUPN52$2.69K0.0%$104Held
Centene Corp Del82$2.69K0.0%−$689Cut−$854
Quantum Computing Inc.QUBT391$2.68K0.0%−$1.02KAdded−$400
Fastenal CoFAST56$2.6K0.0%$351Held
CARRIER GLOBAL CorpCARR46$2.59K0.0%$160Cut−$368
Carnival Corp Ltd.CCL100$2.59K0.0%−$466Held
Paychex IncPAYX28$2.58K0.0%−$562Cut−$1.12K
Wec Energy Group, Inc.WEC22$2.55K0.0%$227Held
Keycorp127$2.55K0.0%−$74Held
Mettler Toledo International Inc/MTD2$2.52K0.0%−$266Held
Datadog, Inc.DDOG21$2.52K0.0%−$383Held
Crown Castle Inc.CCI31$2.52K0.0%−$234Cut−$3.7K
Regions Financial Corp New96$2.51K0.0%−$95Cut−$366
Aaon, Inc.AAON30$2.5K0.0%$196Held
MARA Holdings, Inc.MARA306$2.5K0.0%−$182Added$503
Soundhound Ai Inc359$2.47K0.0%−$1.11KCut−$1.92K
Expeditors Intl Wash Inc17$2.44K0.0%−$98Held
Biomarin Pharmaceutical IncBMRN43$2.43K0.0%New
Natera, Inc.NTRA12$2.4K0.0%−$349Held
UDR, Inc.UDR70$2.37K0.0%−$197Added−$129
Brown & Brown, Inc.BRO36$2.35K0.0%−$261Added$913
Ubs Ag40$2.31K0.0%$206Added$1.36K
GLOBALFOUNDRIES Inc.GFS51$2.27K0.0%$487Held
Price T Rowe Group IncTROW25$2.25K0.0%−$268Added$2
Idexx Labs Inc4$2.25K0.0%−$459Held
Nvent Electric PlcNVT19$2.25K0.0%$310Held
Fifth Third Bancorp48$2.23K0.0%−$17Cut−$204
Kkr & Co Inc24$2.22K0.0%−$560Added$180
Cencora, Inc.COR7$2.2K0.0%−$165Held
Mid-Amer Apt Cmntys Inc18$2.2K0.0%−$302Held
Monolithic Pwr Sys Inc2$2.19K0.0%$374Held
Ww Grainger Inc2$2.18K0.0%$164Held
On Semiconductor CorpON35$2.17K0.0%$272Held
Reddit, Inc.RDDT16$2.16K0.0%−$1.53KHeld
Kimco Rlty Corp95$2.13K0.0%$209Held
Fortinet, Inc.FTNT26$2.13K0.0%$60Held
Versant Media Group, Inc.VSNT57$2.11K0.0%New
Synchrony Financial31$2.11K0.0%−$432Added−$228
Citizens Finl Group Inc35$2.1K0.0%$55Held
Rivian Automotive Inc139$2.09K0.0%−$648Held
ServiceNow, Inc.NOW20$2.09K0.0%−$973Cut−$27.8K
Verisk Analytics, Inc.VRSK11$2.09K0.0%−$372Held
General Mls IncGIS56$2.08K0.0%−$500Added−$426
Dover CorpDOV10$2.08K0.0%$132Held
M & T Bk Corp10$2.07K0.0%$53Held
Sba Communications Corp NewSBAC12$2.06K0.0%−$213Added$131
Nasdaq, Inc.NDAQ24$2.04K0.0%−$208Added$386
First Solar, Inc.FSLR10$1.97K0.0%−$639Held
Hubbell IncHUBB4$1.96K0.0%$187Held
Doximity, Inc.DOCS83$1.93K0.0%−$1.26KAdded−$723
Markel Group Inc.MKL1$1.91K0.0%−$236Held
Cardinal Health IncCAH9$1.9K0.0%$52Held
Idex Corp10$1.9K0.0%$117Held
Allegion plcALLE13$1.89K0.0%−$181Held
Healthpeak Properties, Inc.DOC114$1.87K0.0%$40Held
Jabil IncJBL7$1.86K0.0%$263Held
Sysco CorpSYY26$1.85K0.0%−$61Held
Zoom Communications, Inc.ZM23$1.85K0.0%−$136Held
Draftkings Inc New85$1.84K0.0%−$1.09KHeld
Arch Cap Group Ltd19$1.82K0.0%$2Held
Phillips 66PSX10$1.82K0.0%$532Held
Loews CorpL17$1.81K0.0%$25Held
Vanguard Intl Equity Index F13$1.8K0.0%New
Schwab Charles Corp19$1.79K0.0%−$112Cut−$711
Dimensional Etf Trust33$1.78K0.0%−$2Held
Toll Brothers, Inc.TOL13$1.77K0.0%$16Held
Draganfly Inc.DPRO360$1.77K0.0%−$719Cut−$1.51K
Lithium Amers Corp New444$1.75K0.0%−$166Added−$12
Interactive Brokers Group In26$1.74K0.0%$72Held
Cincinnati Finl Corp11$1.73K0.0%−$66Held
Bitwise Funds Trust91$1.72K0.0%−$91Added$22
Stanley Black & Decker, Inc.SWK24$1.71K0.0%−$78Held
D-Wave Quantum Inc.QBTS118$1.7K0.0%−$821Added−$128
Wp Carey Inc25$1.7K0.0%$90Held
Graco IncGGG20$1.69K0.0%$54Held
Live Nation Entertainment In11$1.68K0.0%$110Held
Smurfit Westrock PlcSW42$1.67K0.0%$45Added$204
Zoetis Inc.ZTS14$1.66K0.0%−$107Held
Advanced Drain Sys Inc Del12$1.65K0.0%−$92Held
NetApp, Inc.NTAP16$1.64K0.0%−$75Held
Sun Cmntys Inc13$1.64K0.0%$26Held
Avalonbay Cmntys Inc10$1.63K0.0%−$179Cut−$723
Ferguson Enterprises Inc7$1.63K0.0%$75Held
Serve Robotics Inc193$1.63K0.0%−$295Added$51
Equifax IncEFX9$1.62K0.0%−$296Added−$116
Huntington Bancshares Inc103$1.61K0.0%−$175Held
Crown Hldgs Inc16$1.6K0.0%−$44Held
Berkley W R Corp24$1.59K0.0%−$92Held
Synopsys IncSNPS4$1.59K0.0%−$293Cut−$4.05K
Target CorpTGT13$1.58K0.0%$305Held
Humana IncHUM9$1.56K0.0%−$744Held
Global Pmts Inc23$1.55K0.0%−$232Cut−$464
Zscaler, Inc.ZS11$1.54K0.0%−$508Added$193
Samsara Inc.IOT48$1.52K0.0%−$181Held
Firstenergy CorpFE30$1.52K0.0%$177Held
Via Transn Inc101$1.51K0.0%−$1.16KAdded−$893
Charter Communications Inc N7$1.51K0.0%$50Held
Blacksky Technology Inc60$1.51K0.0%New
Erie Indty Co6$1.51K0.0%−$176Added$75
Teva Pharmaceutical Inds Ltd50$1.51K0.0%−$55Held
Lpl Finl Hldgs Inc5$1.5K0.0%−$282Held
Ionis Pharmaceuticals IncIONS20$1.5K0.0%−$80Held
Rollins IncROL28$1.5K0.0%−$185Held
Genuine Parts CoGPC14$1.48K0.0%−$241Cut−$487
Atmos Energy CorpATO8$1.48K0.0%$136Held
Cognizant Technology Solutio24$1.47K0.0%−$520Cut−$2.35K
Consolidated Edison IncED13$1.47K0.0%$179Cut$80
Camden Ppty Tr15$1.47K0.0%−$186Held
Watsco Inc4$1.46K0.0%$107Held
Fidelity Natl Information Sv31$1.45K0.0%−$606Held
F5, Inc.FFIV5$1.45K0.0%$171Held
Veralto CorpVLTO16$1.42K0.0%−$182Cut−$581
Tradeweb Mkts Inc12$1.41K0.0%$122Held
Credo Technology Group Holdi15$1.41K0.0%New
Lennox Intl Inc3$1.39K0.0%−$65Held
Take-Two Interactive Softwar7$1.38K0.0%−$410Held
Invitation Homes Inc.INVH55$1.37K0.0%−$161Held
Vulcan Matls Co5$1.36K0.0%−$65Cut−$350
Rocket Cos Inc94$1.34K0.0%−$480Held
Block Inc22$1.32K0.0%−$108Held
Ishares Tr4$1.31K0.0%$110Held
Trimble Inc.TRMB20$1.3K0.0%−$262Held
Fidelity National Financial, Inc.FNF28$1.3K0.0%−$230Held
Ss&C Technologies Hldgs Inc19$1.28K0.0%−$377Held
Crh Plc12$1.26K0.0%−$138Added$388
Us Bancorp Del24$1.25K0.0%−$33Held
TransunionTRU18$1.25K0.0%−$299Held
Teledyne Technologies IncTDY2$1.21K0.0%$94Added$699
CDW CorpCDW10$1.21K0.0%−$152Held
Snowflake Inc.SNOW8$1.21K0.0%−$548Held
Guidewire Software, Inc.GWRE8$1.2K0.0%−$412Held
Copart IncCPRT36$1.2K0.0%−$214Held
Centessa Pharmaceuticals Plc30$1.19K0.0%$442Cut−$3.69K
Owens Corning New11$1.19K0.0%−$41Held
Flex Ltd.FLEX18$1.18K0.0%New
Nuscale Pwr Corp108$1.17K0.0%−$173Added$434
Blackstone Inc.BX10$1.15K0.0%−$391Cut−$699
Ptc Inc.PTC8$1.14K0.0%−$254Held
Docusign, Inc.DOCU24$1.14K0.0%−$504Held
Gen Digital Inc59$1.11K0.0%−$493Held
Airship Ai Hldgs Inc480$1.08K0.0%−$296Added−$273
Albemarle Corp6$1.08K0.0%$228Held
Fair Isaac CorpFICO1$1.07K0.0%−$623Held
Labcorp Holdings Inc.LH4$1.07K0.0%$64Held
Nordson CorpNDSN4$1.06K0.0%$102Held
Veeva Sys Inc6$1.05K0.0%−$285Held
DoorDash, Inc.DASH7$1.05K0.0%−$534Held
Emerson Elec Co8$1.05K0.0%−$14Held
Workday, Inc.WDAY8$1.04K0.0%−$679Held
Church & Dwight Co Inc11$1.03K0.0%$105Held
Tyler Technologies IncTYL3$1.03K0.0%−$335Held
Masco Corp17$1.03K0.0%−$53Held
Pool CorpPOOL5$1.01K0.0%−$132Held
NIKE, Inc.NKE19$1K0.0%−$207Cut−$4.35K
Fiserv IncFISV18$1K0.0%−$205Held
Haleon Plc100$1K0.0%−$10Held
Principal Financial Group In11$9910.0%$21Held
Builders FirstSource, Inc.BLDR12$9880.0%−$247Held
Toast, Inc.TOST37$9810.0%−$333Held
Solventum CorpSOLV15$9790.0%−$210Held
Hubspot IncHUBS4$9760.0%−$629Held
Broadridge Finl Solutions In6$9750.0%−$364Held
Ball CorpBALL16$9460.0%$98Held
Super Micro Computer Inc41$9340.0%−$266Cut−$2.55K
Extra Space Storage Inc.EXR7$9180.0%$6Held
Kyndryl Hldgs Inc70$9180.0%−$941Held
Agilent Technologies, Inc.A8$9120.0%−$177Held
GoDaddy Inc.GDDY11$9090.0%−$456Held
Edwards Lifesciences CorpEW11$8810.0%−$52Added$28
Nutanix, Inc.NTNX23$8740.0%−$315Held
Zillow Group Inc21$8690.0%−$564Held
Factset Resh Sys Inc4$8680.0%−$293Cut−$2.03K
Colgate Palmolive CoCL10$8520.0%$62Cut−$96
Zillow Group Inc20$8280.0%−$536Held
Lennar Corp10$8280.0%−$104Held
Kenvue Inc.KVUE46$7930.0%−$1Held
Keurig Dr Pepper Inc.KDP30$7900.0%−$50Held
Cf Inds Hldgs Inc6$7790.0%$315Cut$238
Ciena CorpCIEN2$7760.0%New
Pinterest, Inc.PINS42$7700.0%−$317Held
Ameren CorpAEE7$7690.0%$70Held
Tidal Trust Ii30$7490.0%New
Roblox CorpRBLX13$7350.0%−$318Held
Williams Sonoma IncWSM4$7290.0%$11Added$193
Kraneshares Trust23$7180.0%New
Woodward, Inc.WWD2$7160.0%New
Horizon Technology Fin Corp167$7040.0%−$352Added−$314
Eversource EnergyES10$6930.0%New
Dexcom IncDXCM11$6910.0%−$39Held
Align Technology IncALGN4$6860.0%$61Held
Costar Group, Inc.CSGP17$6860.0%−$457Held
Hologic Inc9$6810.0%$9Added$85
Resmed Inc3$6730.0%−$50Held
STERIS plcSTE3$6630.0%−$65Added$156
Fortive CorpFTV12$6630.0%$0Held
International Flavors&Fragra9$6530.0%$46Held
Southwest Airls Co17$6390.0%−$64Cut−$188
Sandisk CorpSNDK1$6350.0%New
Insulet CorpPODD3$6300.0%−$222Held
Brown Forman Corp23$6080.0%$7Added$113
Amcor Plc Com New15$5960.0%New
Kimberly Clark CorpKMB6$5790.0%−$27Cut−$935
Incyte CorpINCY6$5650.0%−$28Held
Molson Coors Beverage Co13$5600.0%−$43Added$0
Tortoise Capital Series Trus16$5540.0%New
Baxter Intl Inc33$5540.0%−$72Added−$38
Protara Therapeutics, Inc.TARA106$5520.0%New
Warner Bros. Discovery, Inc.WBD20$5490.0%New
Dollar Tree, Inc.DLTR5$5480.0%−$40Added$179
International Paper Co15$5360.0%−$52Added−$16
MARRIOTT VACATIONS WORLDWIDE CorpVAC8$5210.0%$59Held
Hp IncHPQ27$5190.0%−$79Added−$60
West Pharmaceutical Svsc Inc2$5010.0%−$49Held
Goldman Sachs Etf Tr10$5000.0%New
Neos Etf Trust10$4970.0%New
Goldman Sachs Etf Tr10$4950.0%New
Ishares Tr10$4760.0%New
Invesco Exch Traded Fd Tr Ii10$4550.0%$52Cut$12
Host Hotels & Resorts, Inc.HST23$4410.0%$33Held
Trade Desk, Inc.TTD19$4310.0%−$290Held
Axon Enterprise, Inc.AXON1$4250.0%−$143Held
APA CorpAPA10$4240.0%$179Held
Te Connectivity PlcTEL2$4180.0%−$37Held
Duolingo, Inc.DUOL4$3940.0%−$308Held
Jacobs Solutions Inc.J3$3820.0%New
Tractor Supply Co8$3620.0%−$38Held
Dominos Pizza IncDPZ1$3590.0%−$58Held
Dollar Gen Corp New3$3560.0%−$42Held
PENTAIR plcPNR4$3480.0%−$17Added$244
Qnity Electronics, Inc.Q3$3460.0%$68Added$183
Vodafone Group Plc New23$3450.0%$41Held
United Sts Commodity Index F10$3440.0%New
Pelthos Therapeutics Inc.PTHS16$3360.0%New
Delta Air Lines Inc DelDAL5$3320.0%−$15Held
Lyondellbasell Industries N4$3220.0%New
Carvana Co.CVNA1$3140.0%New
Hewlett Packard Enterprise C13$3100.0%−$2Held
General Mtrs Co4$2980.0%−$27Held
Equity ResidentialEQR5$2960.0%−$19Cut−$965
Corpay, Inc.CPAY1$2910.0%−$10Held
Terawulf Inc.WULF20$2890.0%$59Cut−$65.5K
Amprius Technologies Inc17$2870.0%$153Cut−$3.46K
Mosaic Co NewMOS10$2550.0%$14Cut−$10
DuPont de Nemours, Inc.DD5$2290.0%$28Held
Paramount Skydance CorpPSKY25$2260.0%New
Unusual Machs Inc Com Shs18$2230.0%New
Centerpoint Energy IncCNP5$2160.0%New
Pg&E Corp12$2110.0%$18Held
Best Buy Co IncBBY3$1930.0%−$8Held
Venture Global, Inc.VG11$1730.0%$98Cut−$5.56K
Avery Dennison CorpAVY1$1730.0%−$9Held
Becton Dickinson & CoBDX1$1570.0%−$37Held
Vistra Corp.VST1$1500.0%−$11Held
Organon & Co.OGN20$1200.0%−$23Held
Enterprise Prods Partners L3$1150.0%$17Held
Arbe Robotics Ltd175$1070.0%−$100Held
Uranium Rty Corp25$910.0%$2Held
Immix Biopharma, Inc.IMMX9$820.0%New
Strata Critical Medical, Inc.SRTA16$670.0%New
Solaredge Technologies, Inc.SEDG1$510.0%$22Held
F&G Annuities & Life Inc1$250.0%−$6Held
Opendoor Technologies Inc83$200.0%New
Opendoor Technologies Inc83$200.0%New
Barrick Mng Corp0$170.0%Held
Virgin Galactic Holdings, IncSPCE1$20.0%−$1Held

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.