13F

Investor

Ellevest, Inc.

CIK 0001644128 · filed 2026-05-11 · SEC filing

13F book

$719.1M

Positions

431

44 new · 37 sold

Largest name

10.4%

Vanguard Index Fds

Est. mark

−$12.1M

Price effect on 387 names still held. Flow $8.05M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds234K$75.1M10.4%−$3.26MAdded−$581.4K
Ea Series Trust1.04M$56.6M7.9%$3.5MCut−$3.84M
Vanguard Tax-Managed Fds604.9K$38.8M5.4%$973.9KCut$752.2K
Vanguard Bd Index Fds318.1K$23.4M3.3%−$124.7KAdded$1.96M
Ishares Tr215.6K$20.6M2.9%$109.5KAdded$974.7K
Vanguard Intl Equity Index F357.7K$19.3M2.7%$103.1KAdded$227.4K
Ishares Tr156K$17.7M2.5%−$1.14MAdded−$280.6K
Ishares Tr164.4K$17.5M2.4%−$31.8KAdded$524.5K
Apple Inc.AAPL66.1K$16.8M2.3%−$1.19MCut−$1.51M
Ishares Tr122.5K$13M1.8%−$106.3KAdded$1.15M
Vanguard Index Fds61K$12M1.7%$313.2KAdded$500.5K
Nvidia CorpNVDA67.1K$11.7M1.6%−$771.1KAdded−$184.2K
Vanguard Index Fds40.7K$10.7M1.5%$156.3KAdded$505.7K
Microsoft CorpMSFT26.4K$9.78M1.4%−$3MCut−$3.5M
Netflix IncNFLX86.4K$8.31M1.2%$206.5KCut−$847.9K
Alphabet Inc28.8K$8.27M1.1%−$731.7KCut−$1.17M
Vanguard Index Fds27.8K$7.99M1.1%−$82.6KAdded$101.5K
Ishares Tr83.3K$7.82M1.1%−$189.6KAdded$50.5K
Meta Platforms, Inc.META13.1K$7.49M1.0%−$1.15MCut−$1.17M
J P Morgan Exchange Traded F148K$7.36M1.0%−$87.5KAdded$365.6K
Vanguard Bd Index Fds88.8K$6.96M1.0%−$34.4KAdded$184.4K
Alphabet Inc24.3K$6.96M1.0%−$536.1KAdded$713.7K
Invesco Exchange Traded Fd T139.5K$6.63M0.9%$84.9KAdded$103.7K
Schwab Strategic Tr261.9K$6.57M0.9%−$293.4KAdded−$236.3K
Amazon Com IncAMZN31.3K$6.51M0.9%−$704.7KCut−$1.08M
Ishares Tr59K$5.34M0.7%$63.2KCut$1.36K
Ishares Tr134.2K$4.94M0.7%−$72.4KAdded$69.4K
Invesco Exch Trd Slf Idx Fd234K$4.57M0.6%−$10.5KAdded$18.5K
Invesco Exch Trd Slf Idx Fd232.5K$4.56M0.6%−$26.6KAdded$2.08K
Wisdomtree Tr90.3K$4.54M0.6%$1.81KCut−$497.1K
Vaneck Etf Trust89.7K$4.5M0.6%−$84.5KAdded$89.9K
Spotify Technology S.A.SPOT7.78K$3.77M0.5%−$725.1KAdded−$622.8K
Spdr S&P 500 Etf Tr5.3K$3.45M0.5%−$151KAdded$174.2K
Vanguard Index Fds17.7K$3.27M0.5%$119.9KAdded$190.3K
Eli Lilly & CoLLY3.27K$3.01M0.4%−$498.4KAdded−$445.9K
Merck & Co., Inc.MRK23.6K$2.84M0.4%$353.1KAdded$363.1K
Ishares Tr42K$2.83M0.4%$64.2KCut$53.7K
Invesco Exch Trd Slf Idx Fd137.9K$2.57M0.4%−$23.9KAdded−$2.79K
Invesco Exch Trd Slf Idx Fd125.9K$2.57M0.4%−$22KAdded$11.3K
Ishares Inc36.8K$2.57M0.4%$93.2KCut$67.8K
Invesco Exch Trd Slf Idx Fd152.8K$2.56M0.4%−$30.4KAdded−$5.83K
Applied Matls Inc6.65K$2.27M0.3%$562.8KAdded$567.6K
Ishares Tr3.28K$2.14M0.3%−$103.3KAdded−$86.3K
Goldman Sachs Group Inc2.47K$2.09M0.3%−$81.1KAdded−$71.8K
Asml Holding N V1.47K$1.95M0.3%$369.7KCut$4.86K
Invesco Exch Trd Slf Idx Fd90.8K$1.92M0.3%−$28.1KCut−$37K
Invesco Exch Trd Slf Idx Fd92.8K$1.91M0.3%−$26.6KCut−$30.8K
Invesco Exch Trd Slf Idx Fd92.2K$1.91M0.3%−$29.7KCut−$34.6K
Invesco Exch Trd Slf Idx Fd115.6K$1.9M0.3%−$27.2KCut−$31.3K
Corteva, Inc.CTVA22.7K$1.9M0.3%$304.8KAdded$672.4K
Invesco Exch Trd Slf Idx Fd89.7K$1.84M0.3%−$25.9KAdded−$18.9K
Visa Inc.V6.03K$1.82M0.3%−$264.6KAdded−$91.1K
Novartis Ag11.9K$1.82M0.3%$147.6KAdded$452.3K
Northern Tr Corp12.9K$1.8M0.3%$37.6KAdded$80.6K
Tesla, Inc.TSLA4.84K$1.8M0.3%−$314.9KAdded−$17.5K
Ishares Tr14.3K$1.78M0.2%$59.2KCut$47.5K
Chubb Limited5.44K$1.77M0.2%$73.1KAdded$122K
Johnson & JohnsonJNJ7.16K$1.75M0.2%$260.1KAdded$313.1K
Banco Bilbao Vizcaya Argenta80K$1.73M0.2%−$132.1KCut−$168.5K
Ishares Tr13K$1.72M0.2%−$94.3KCut−$144.5K
Broadcom Inc.AVGO5.49K$1.7M0.2%−$188.7KAdded−$86.5K
Vertiv Holdings CoVRT6.64K$1.66M0.2%$555.2KAdded$648.6K
International Business Machs6.81K$1.65M0.2%−$366.6KCut−$463.4K
GE Vernova Inc.GEV1.85K$1.62M0.2%$406.6KAdded$407.5K
Ishares Tr3.66K$1.56M0.2%−$149.1KAdded$57.3K
Mastercard IncMA3.1K$1.55M0.2%−$210.2KAdded−$135.3K
Tjx Cos Inc New9.49K$1.52M0.2%$53KAdded$179.5K
Ecolab Inc.ECL5.7K$1.52M0.2%$19.9KCut−$659.2K
Vanguard Index Fds2.52K$1.51M0.2%−$74.2KAdded−$65.8K
Corning Inc10.9K$1.48M0.2%$527.3KCut$431K
Hsbc Hldgs Plc17.9K$1.47M0.2%$68.2KCut$40.1K
Pepsico IncPEP8.99K$1.4M0.2%$78.4KAdded$439.5K
Sap Se8.12K$1.39M0.2%−$558.6KAdded−$502.1K
Bank New York Mellon Corp11.5K$1.37M0.2%$28.5KAdded$62K
Monolithic Pwr Sys Inc1.22K$1.34M0.2%$224.9KAdded$247.9K
Spdr Series Trust22.8K$1.29M0.2%−$5.25KCut−$26K
Jpmorgan Chase & Co.4.38K$1.29M0.2%−$122.8KCut−$143.1K
Lumentum Hldgs Inc1.82K$1.28M0.2%$608.9KCut$514.1K
Vaneck Etf Trust50.7K$1.27M0.2%−$35KAdded−$812
Ishares Tr3.52K$1.25M0.2%−$59.4KCut−$95.6K
Salesforce, Inc.CRM6.56K$1.23M0.2%−$489.3KAdded−$431.4K
Pfizer IncPFE43K$1.21M0.2%$127.3KAdded$211.8K
Caterpillar IncCAT1.68K$1.19M0.2%$225.4KAdded$239.5K
Cloudflare, Inc.NET5.74K$1.18M0.2%$45.3KAdded$212K
Welltower Inc.WELL5.92K$1.17M0.2%$71.7KCut$64.8K
American Express CoAXP3.85K$1.16M0.2%−$251.1KAdded−$213.3K
Royal Gold IncRGLD4.56K$1.16M0.2%$144.6KAdded$161.4K
Automatic Data Processing In5.69K$1.16M0.2%−$278.3KAdded−$169K
Astrazeneca Plc OrdAZN5.76K$1.14M0.2%New
Ishares Tr5.31K$1.13M0.2%$17.2KAdded$46.9K
Sony Group Corp54.7K$1.13M0.2%−$268.1KCut−$353.6K
Mks IncMKSI4.79K$1.1M0.2%$335.6KCut$273.6K
Fastenal CoFAST23.1K$1.07M0.1%$135.5KAdded$206.6K
Oracle Corp7.29K$1.07M0.1%−$294.5KAdded−$129K
Blackstone Inc.BX9.28K$1.07M0.1%−$363.4KCut−$548.6K
Home Depot, Inc.HD3.22K$1.06M0.1%−$42.8KAdded$91.7K
S&P Global Inc.SPGI2.45K$1.04M0.1%−$238.5KCut−$266.2K
Booking Holdings Inc.BKNG241$1.01M0.1%−$275.9KCut−$377.7K
Rocket Lab CorpRKLB15.8K$1.01M0.1%−$82KAdded−$20.6K
Gilead Sciences, Inc.GILD7.1K$989.1K0.1%$96.9KAdded$274K
Reliance, Inc.RS3.18K$967.4K0.1%$47.9KCut$1.69K
Morgan Stanley5.87K$966.2K0.1%−$73.1KAdded−$35.4K
Mckesson CorpMCK1.11K$962.3K0.1%$50.1KCut−$237K
Gsk Plc17.4K$961.2K0.1%$107.1KCut$70.1K
Amgen IncAMGN2.73K$960.6K0.1%$47.2KAdded$330.5K
Hubbell IncHUBB1.95K$957.4K0.1%$90.3KAdded$97.6K
Thermo Fisher Scientific Inc.TMO1.94K$955K0.1%−$170.9KCut−$293.7K
Cisco Sys Inc12.3K$952.4K0.1%$6.62KAdded$41.6K
Tidal Trust I48.8K$950.3K0.1%−$39KHeld
Simon Ppty Group Inc New5.06K$943.2K0.1%$6.81KAdded$54.6K
Lam Research CorpLRCX4.36K$932K0.1%$176.5KAdded$220.6K
T-Mobile Us Inc4.41K$926.4K0.1%$30.7KCut$13.9K
Consolidated Edison IncED8.16K$923.5K0.1%$98.5KAdded$217.4K
Newmont Corp8.51K$921.1K0.1%$71.1KAdded$76.5K
Uber Technologies, IncUBER12.7K$915.2K0.1%−$115.4KAdded−$49.2K
International Flavors&Fragra12.5K$908.5K0.1%$64.6KCut−$19.4K
Unitedhealth Group IncUNH3.35K$906.2K0.1%−$189.5KAdded−$144.9K
Sumitomo Mitsui Finl Group I45.7K$902.9K0.1%$19.2KCut−$1.19K
Unilever Plc15.7K$895.9K0.1%−$100.3KAdded$117.9K
Texas Instrs Inc4.55K$883.3K0.1%$86.4KAdded$157.6K
At&T Inc30.3K$878K0.1%$125.7KCut$37.7K
Advanced Micro Devices IncAMD4.3K$874.1K0.1%−$42.6KAdded$24.8K
American Tower Corp New5K$863.1K0.1%−$12.4KAdded$132.4K
Intuitive Surgical IncISRG1.87K$861.6K0.1%−$185KAdded−$132.9K
Vaneck Etf Trust2.22K$850.8K0.1%$51.6KCut$51.3K
ServiceNow, Inc.NOW8.04K$841.1K0.1%−$298.2KAdded−$98.1K
American Wtr Wks Co Inc New6.09K$829.1K0.1%$29.6KAdded$137.3K
Idexx Labs Inc1.46K$820.4K0.1%−$150.5KAdded−$67.9K
Prologis Inc.6.19K$818.2K0.1%$27.7KAdded$36K
Abbott LabsABT7.96K$817.5K0.1%−$180.1KCut−$181.1K
Lloyds Banking Group Plc162K$814.8K0.1%−$43.7KCut−$217.5K
Disney Walt Co8.45K$814.4K0.1%−$124.6KAdded−$1.17K
TechnipFMC PLCFTI11.7K$807.2K0.1%$286.9KCut$257.9K
Verizon Communications IncVZ16K$805.3K0.1%$151.9KCut$151.3K
Costco Whsl Corp New790$787.2K0.1%$106KCut$75K
Progressive Corp3.96K$785.5K0.1%−$96.9KAdded$37.1K
Expedia Group, Inc.EXPE3.35K$774.2K0.1%−$175.8KCut−$190.2K
Intel CorpINTC17.3K$762.5K0.1%$114.5KAdded$178.2K
Boston Scientific CorpBSX12.1K$758.4K0.1%−$352.9KAdded−$273.8K
Ethan Allen Interiors IncETD34K$756.8K0.1%New
Nomura Hldgs Inc95.5K$753.5K0.1%−$44.5KAdded$6.16K
Sempra7.74K$752.5K0.1%$68.8KCut$62.7K
Crowdstrike Hldgs Inc1.92K$747.6K0.1%−$144.9KAdded−$119.1K
Exelon CorpEXC15.1K$741.3K0.1%$62.5KAdded$239.2K
Jabil IncJBL2.78K$739.5K0.1%$101.3KAdded$125.5K
Esco Technologies IncESE2.61K$735.2K0.1%$224.7KCut−$19.4K
Biogen Inc.BIIB3.95K$723.4K0.1%$29KCut−$185.9K
Accenture Plc Ireland3.65K$722.8K0.1%−$248.6KAdded−$230K
Riley Exploration Permian In19.4K$707.1K0.1%$194.9KCut$154.3K
Anheuser Busch Inbev Sa/Nv10.1K$697.9K0.1%$49.1KAdded$107.9K
Kla CorpKLAC473$696.5K0.1%$112.7KAdded$164.2K
Paychex IncPAYX7.5K$690.9K0.1%−$98.5KAdded$140.2K
Spdr Series Trust7.04K$689.4K0.1%−$61.9KCut−$72.2K
Cbre Group, Inc.CBRE5.06K$686K0.1%−$128.3KCut−$199.5K
Stryker CorpSYK2.09K$685.8K0.1%−$47.8KCut−$87.8K
Schwab Charles Corp7.26K$682.7K0.1%−$43KAdded−$41.5K
Relx Plc20.6K$681.6K0.1%−$149.5KCut−$236K
Select Sector Spdr Tr5.11K$678.9K0.1%−$56.5KHeld
Fortinet, Inc.FTNT8.27K$675.4K0.1%$18.5KAdded$38.5K
Capital One Finl Corp3.66K$667.9K0.1%−$202.6KAdded−$151.5K
Toyota Motor Corp3.21K$661.8K0.1%New
Paccar IncPCAR5.68K$656.6K0.1%$33.4KAdded$46.1K
Palo Alto Networks IncPANW4.08K$653.8K0.1%−$51.2KAdded$259K
Vertex Pharmaceuticals Inc1.44K$643.9K0.1%−$6.01KAdded$244.5K
Ross Stores, Inc.ROST2.97K$642.5K0.1%$97.6KAdded$160.7K
Micron Technology IncMU1.88K$635.1K0.1%$95.4KAdded$116K
Pulte Group Inc5.38K$633.2K0.1%$1.6KAdded$97.9K
Illinois Tool Wks Inc2.43K$633.2K0.1%$33.2KAdded$49.1K
Intuit Inc.INTU1.45K$625.2K0.1%−$319.3KAdded−$294.2K
Deere & CoDE1.11K$624.1K0.1%$101.4KAdded$140.9K
Sanofi Sa12.8K$616.3K0.1%−$3.33KAdded$40.1K
Bank America Corp12.5K$608.6K0.1%−$38.4KAdded$270.5K
Alnylam Pharmaceuticals, Inc.ALNY1.84K$607.8K0.1%−$57.6KAdded$264.6K
Cme Group Inc.CME2.05K$604.3K0.1%$43.1KAdded$75.6K
Us Foods Hldg Corp6.48K$597.2K0.1%$105.3KAdded$127.6K
Datadog, Inc.DDOG5.04K$595.3K0.1%−$72.4KAdded$46.6K
Vanguard World Fd851$593.8K0.1%−$47.7KCut−$187.9K
Cintas CorpCTAS3.49K$590K0.1%−$64.8KAdded−$54K
Eversource EnergyES8.49K$588K0.1%$16.6KCut$4.16K
Schwab Strategic Tr20K$581.9K0.1%$12KCut$2.18K
D R Horton Inc4.23K$580.4K0.1%−$28.8KCut−$57.3K
Western Digital CorpWDC2.13K$576.7K0.1%$118.7KAdded$368.4K
Edwards Lifesciences CorpEW7.14K$572.1K0.1%−$34.1KAdded$9.61K
Wesco Intl Inc2.07K$567.5K0.1%$60.1KCut$49.1K
Vanguard Intl Equity Index F12.7K$565.6K0.1%−$17.7KCut−$23.3K
Ishares Tr5.8K$563.4K0.1%$5.44KAdded$88K
DuPont de Nemours, Inc.DD12.3K$562.2K0.1%$42.8KAdded$254.7K
Pnc Finl Svcs Group Inc2.69K$560.8K0.1%−$1.72KCut−$18.6K
Howmet Aerospace Inc.HWM2.43K$559.3K0.1%$57.9KAdded$93.1K
Aflac IncAFL5.1K$559.1K0.1%−$2.67KAdded$34.3K
Mondelez Intl Inc9.7K$558.9K0.1%$21KAdded$262.2K
Quanta Svcs Inc1.02K$558.4K0.1%$117.6KAdded$167.5K
Palantir Technologies Inc.PLTR3.82K$558.2K0.1%−$117.7KAdded−$106.6K
Fifth Third Bancorp11.9K$555K0.1%−$3.06KAdded$145.5K
Cigna GroupCI2.08K$553.5K0.1%−$16.3KAdded$24.2K
Vanguard World Fd4.91K$551.3K0.1%−$42.5KAdded−$39.8K
Vanguard Index Fds6.18K$547.8K0.1%$1.31KCut−$196
Vanguard Growth Etf1.25K$547.6K0.1%−$64.3KCut−$68.7K
Spdr Index Shs Fds12K$546.7K0.1%$14.8KCut−$54.7K
Ventas, Inc.VTR6.68K$546K0.1%$29.4KCut−$5.75K
Viper Energy, Inc.VNOM11.6K$545.8K0.1%New
Takeda Pharmaceutical Co Ltd29.4K$544.7K0.1%$86.2KCut$18.7K
Darden Restaurants IncDRI2.78K$544.4K0.1%$30.9KAdded$71.5K
Slb Limited/NvSLB10.6K$542.6K0.1%$131.9KAdded$153.5K
AbbVie Inc.ABBV2.48K$539.1K0.1%−$26.9KAdded−$18.6K
DoorDash, Inc.DASH3.57K$536.5K0.1%−$193.6KAdded−$37.9K
SPX Technologies, Inc.SPXC2.67K$534.2K0.1%−$321Cut−$34.9K
Copa Holdings Sa4.68K$531.8K0.1%−$32.8KCut−$66.1K
Us Bancorp Del10.2K$530K0.1%−$12.7KAdded$27.9K
Take-Two Interactive Softwar2.68K$529.3K0.1%−$142.1KAdded−$92.1K
Nordic American Tankers Limi90.3K$529K0.1%$218.5KCut$155K
Ebay IncEBAY5.79K$526.6K0.1%$22.7KCut−$83.6K
Exxon Mobil Corp3.09K$524.8K0.1%$150KAdded$158.8K
Nvent Electric PlcNVT4.42K$523.2K0.1%$72.1KCut$17.1K
Cheniere Energy, Inc.LNG1.84K$523K0.1%New
Host Hotels & Resorts, Inc.HST27.1K$519.1K0.1%$38.7KCut$21.8K
Public Svc Enterprise Grp In6.41K$519.1K0.1%$3.07KAdded$139.6K
DONALDSON Co INCDCI6.1K$518K0.1%−$17KAdded$119.5K
Bristol-Myers Squibb Co8.5K$515.6K0.1%$57KCut$30.8K
Berkshire Hathaway Inc Del1.07K$513.2K0.1%−$25.1KHeld
Live Nation Entertainment In3.35K$510.1K0.1%$31.6KAdded$60.3K
Marsh & Mclennan Cos Inc2.91K$504.7K0.1%−$32.4KAdded$7.17K
Ing Groep N.V.19.4K$504.7K0.1%−$37.8KCut−$42.6K
Robinhood Mkts Inc7.27K$503.9K0.1%−$298.6KAdded−$267.2K
Ameriprise Finl Inc1.13K$503.5K0.1%−$45.8KAdded$14.6K
Digital Rlty Tr Inc2.79K$502.4K0.1%$52.3KAdded$185.3K
Procter And Gamble CoPG3.48K$502.4K0.1%$3.55KAdded$51.7K
Carvana Co.CVNA1.59K$499.2K0.1%−$77.8KAdded$194.1K
Advanced Energy Inds1.55K$499.2K0.1%$175.3KCut$172.6K
Amphenol Corp New3.94K$498.5K0.1%−$33.5KAdded−$17.1K
Lowes Cos Inc2.1K$496.2K0.1%−$10.2KCut−$77.5K
Moodys Corp1.14K$495.1K0.1%−$84.8KCut−$110.8K
Sandisk CorpSNDK778$494.3K0.1%New
Emerson Elec Co3.73K$489K0.1%−$6.09KAdded$13.2K
Veeva Sys Inc2.78K$488.5K0.1%−$105.3KAdded−$5.5K
Vse Corp2.65K$488.3K0.1%$21.8KAdded$164.9K
Regeneron Pharmaceuticals, Inc.REGN631$487.5K0.1%$486Cut−$214.1K
Edison Intl6.65K$486.9K0.1%$87.6KCut−$18.1K
Goldman Sachs Etf Tr3.84K$480.4K0.1%−$27.8KHeld
Travel Plus Leisure Co6.91K$478.2K0.1%−$9.26KCut−$24.7K
Adobe Inc.ADBE1.96K$477.4K0.1%−$210KCut−$351.4K
EMCOR Group, Inc.EME644$475.8K0.1%$81.5KHeld
Roblox CorpRBLX8.41K$475.4K0.1%−$133.2KAdded$34.5K
Citigroup Inc4.19K$475K0.1%−$6.31KAdded$250.3K
Airbnb, Inc.ABNB3.76K$474.7K0.1%−$24.2KAdded$126.4K
Delek Us Hldgs Inc New10.5K$474.6K0.1%$162.3KCut$136.4K
Resmed Inc2.11K$472.8K0.1%−$25.2KAdded$102.1K
Warner Bros. Discovery, Inc.WBD17.2K$472K0.1%−$23.4KCut−$107.4K
Loews CorpL4.4K$469.2K0.1%$6.29KCut−$17.4K
Broadridge Finl Solutions In2.88K$468.1K0.1%−$133.6KAdded−$23.3K
Eaton Corp PlcETN1.3K$465.7K0.1%$50.2KAdded$57.7K
MSCI Inc.MSCI854$460.3K0.1%−$29.7KCut−$116.9K
Teekay Tankers Ltd.TNK6.17K$452.3K0.1%$122.8KCut$99.8K
Hf Sinclair CorpDINO7.23K$451.1K0.1%$117.9KCut$75.5K
Nucor CorpNUE2.67K$450.7K0.1%$15.7KAdded$22.5K
Ww Grainger Inc413$450.5K0.1%$33.3KAdded$39.8K
Chipotle Mexican Grill IncCMG14K$447.1K0.1%−$69.5KAdded−$67.8K
DHT Holdings, Inc.DHT24.2K$441.6K0.1%$146.5KCut$137.2K
Danaher Corporation2.33K$441.6K0.1%−$91.6KCut−$253.2K
Schwab Strategic Tr8.97K$439K0.1%$32.3KAdded$46.8K
Martin Marietta Matls Inc743$437.4K0.1%−$18.7KAdded$95.5K
State Str Corp3.45K$436.8K0.1%−$8.45KCut−$92.6K
Ciena CorpCIEN1.11K$430.5K0.1%$171.2KCut$110.1K
Verisk Analytics, Inc.VRSK2.27K$430.5K0.1%−$77KCut−$207.6K
Coupang, Inc.CPNG22.7K$427.8K0.1%−$96KAdded−$53.1K
Natwest Group Plc28.7K$427.1K0.1%−$74.5KCut−$216.5K
BlackRock, Inc.BLK443$426K0.1%−$41.2KAdded$20.4K
Wabtec1.7K$424.1K0.1%$53.5KAdded$111K
Curtiss Wright CorpCW622$423.7K0.1%$79.2KAdded$87.4K
M & T Bk Corp2.01K$415.1K0.1%$9.92KAdded$33.7K
Keysight Technologies, Inc.KEYS1.47K$413.7K0.1%New
Tractor Supply Co9.07K$410.9K0.1%−$35.5KAdded$33.6K
Intercontinental Exchange In2.6K$409.6K0.1%−$11.9KAdded−$3.6K
Mizuho Financial Group Inc51.4K$408.4K0.1%$15.8KAdded$222.2K
Ishares Tr3.61K$408.2K0.1%−$36.6KAdded−$36.3K
Aercap Holdings Nv2.93K$402.3K0.1%−$19.3KCut−$52.7K
Qualcomm Inc3.12K$401.5K0.1%−$131.8KCut−$258.5K
Citizens Finl Group Inc6.58K$394.5K0.1%$10.3KCut−$43.5K
Truist Finl Corp8.56K$393.6K0.1%−$27.7KCut−$36.1K
Rockwell Automation, IncROK1.08K$388.7K0.1%−$29.3KAdded$11.3K
Colgate Palmolive CoCL4.53K$386.4K0.1%New
Ishares Tr2.42K$376K0.1%−$31.1KCut−$42.2K
Ishares Tr1.51K$375K0.1%$2.78KHeld
Ftai Aviation Ltd1.52K$371.9K0.1%New
Xylem Inc.XYL3.11K$371.5K0.1%−$36.6KAdded$72.6K
Applovin CorpAPP933$371.3K0.1%−$257.3KCut−$407.6K
Iron Mtn Inc Del3.6K$367.4K0.1%$69KCut$14.9K
Equinix IncEQIX372$364.6K0.1%New
Dollar Tree, Inc.DLTR3.29K$360.5K0.1%−$44.4KCut−$58.8K
Crown Castle Inc.CCI4.41K$358.6K0.1%−$33.3KCut−$142.1K
Arista Networks, Inc.ANET2.92K$358.5K0.1%−$21.2KAdded$22.4K
Phillips Edison & Co Inc9.58K$358.4K0.1%$17.7KCut$15.7K
Barclays Plc16.8K$356.2K0.1%−$72.2KCut−$151K
Weyerhaeuser Co Mtn BeWY14.6K$356.1K0.1%$8.37KAdded$88.1K
Ultra Clean Hldgs Inc5.71K$355K0.0%New
Affirm Hldgs Inc7.7K$353K0.0%−$220.4KCut−$246.4K
Ingersoll Rand Inc.IR4.36K$348.9K0.0%$3.92KCut−$12.6K
Roper Technologies IncROP976$345.4K0.0%New
GoDaddy Inc.GDDY4.17K$344.8K0.0%−$98.8KAdded$48.6K
Argenx SEARGX472$344.7K0.0%−$52.3KCut−$179.2K
Parker-Hannifin CorpPH383$342.9K0.0%$6.09KAdded$14.1K
Prudential Finl Inc3.49K$341.2K0.0%−$53.1KCut−$153.5K
Extra Space Storage Inc.EXR2.6K$340.4K0.0%$2.36KCut−$34K
Gallagher Arthur J & Co1.55K$335.9K0.0%−$65.5KCut−$211.9K
Diageo Plc4.46K$331.9K0.0%−$29.6KAdded$115.7K
UBS Group AGUBS8.46K$330.7K0.0%New
Avalonbay Cmntys Inc2.02K$330.3K0.0%−$28.7KAdded$40.2K
Johnson Ctls Intl Plc2.52K$330.1K0.0%$28.2KCut$22.1K
Qnity Electronics, Inc.Q2.85K$328.6K0.0%$96.1KCut$84.4K
Marvell Technology, Inc.MRVL3.31K$327.7K0.0%$46.5KCut$20.5K
Comfort Sys Usa Inc237$326.8K0.0%$101.2KAdded$115K
Snap-on IncSNA887$322.2K0.0%$15.6KAdded$32.7K
Insmed IncINSM1.97K$321.5K0.0%New
Apollo Global Mgmt Inc2.87K$319.9K0.0%−$95.7KCut−$250.2K
Constellation Brands, Inc.STZ2.13K$319.1K0.0%$25.6KCut−$20.6K
Elevance Health Inc Formerly1.08K$315.9K0.0%−$62.4KCut−$273.7K
Astera Labs, Inc.ALAB2.87K$314.7K0.0%−$163KCut−$234.7K
Fair Isaac CorpFICO294$313.9K0.0%−$183.2KCut−$303.2K
HCA Healthcare, Inc.HCA652$308.6K0.0%$3.39KAdded$60.6K
Dimensional Etf Trust4.34K$308K0.0%−$14.1KAdded−$13.4K
H2o AmericaHTO5.24K$307.4K0.0%$44.4KAdded$82.5K
Air Prods & Chems Inc1.05K$306.2K0.0%New
Tyler Technologies IncTYL878$300.6K0.0%New
Texas Roadhouse, Inc.TXRH1.82K$300.2K0.0%New
Expeditors Intl Wash Inc2.08K$297.3K0.0%−$8.66KAdded$74K
Aon plcAON919$296.6K0.0%−$23.5KAdded$21.4K
Dell Technologies Inc.DELL1.81K$296.4K0.0%$69.1KCut$40.1K
Allstate Corp1.42K$295.3K0.0%−$780Added$94.8K
British Amern Tob Plc5.02K$293.3K0.0%$9.28KHeld
Keycorp14.4K$289.6K0.0%New
Synopsys IncSNPS725$287.4K0.0%−$49.4KAdded−$29.6K
Brookfield Corp6.97K$282.1K0.0%−$37.8KHeld
Omnicom Group Inc.OMC3.74K$281.6K0.0%−$20.4KCut−$24K
Amplify Energy Corp New44.9K$280.3K0.0%$75KCut$74.4K
Bjs Whsl Club Hldgs Inc2.85K$280.1K0.0%New
Sandridge Energy IncSD17.2K$279.9K0.0%New
Medtronic PlcMDT3.19K$276.5K0.0%−$30KCut−$156.8K
V2X, Inc.VVX4.03K$275.9K0.0%$56.2KCut−$52.5K
Agnc Invt Corp27.5K$275.6K0.0%−$15.3KAdded$38.4K
Corpay, Inc.CPAY939$273.2K0.0%New
Autodesk, Inc.ADSK1.13K$271K0.0%−$56.7KAdded−$25.3K
Kosmos Energy Ltd.KOS97.3K$270.5K0.0%$182.2KCut$111.8K
Trane Technologies PlcTT643$268K0.0%$16.8KAdded$30.9K
Chesapeake Utils Corp2.12K$267.9K0.0%$3.41KCut−$5.32K
BorgWarner IncBWA4.93K$267.3K0.0%New
Ishares Gold Tr3.02K$266.1K0.0%$21.1KHeld
Huntington Bancshares Inc16.9K$264.2K0.0%−$19.7KAdded$63.6K
Travelers Companies, Inc.TRV905$264K0.0%$1.38KAdded$17.1K
Air Lease Corp4.06K$263.9K0.0%$2.83KAdded$7.89K
Walmart Inc.WMT2.12K$263.8K0.0%$27.3KCut$2.37K
General Mls IncGIS7.08K$263.4K0.0%−$65.7KCut−$300.2K
Vanguard World Fd3.65K$261.6K0.0%$447Added$1.81K
Park Aerospace CorpPKE9.52K$260.7K0.0%$57.5KCut−$104K
Ishares Tr1.23K$259.5K0.0%−$1.09KAdded−$241
Sitime CorpSITM750$259K0.0%−$5.88KCut−$39.4K
Td Synnex CorpSNX1.52K$257.3K0.0%$28.2KCut$23.1K
Somnigroup International Inc.SGI3.44K$253.9K0.0%−$46.1KAdded−$14.2K
Teradyne, IncTER850$252K0.0%New
Otis Worldwide CorpOTIS3.25K$250.7K0.0%−$33.4KCut−$44.1K
Granite Ridge Resources, Inc.GRNT42.5K$249.6K0.0%New
Vanguard Star Fds3.23K$249K0.0%$5.17KAdded$15.2K
Dover CorpDOV1.19K$248.7K0.0%New
Centene Corp Del7.53K$246.4K0.0%−$63.3KCut−$225.3K
Wells Fargo Co New3.09K$246.2K0.0%−$42KHeld
Golar Lng LtdGLNG4.54K$245.7K0.0%New
Vanguard Scottsdale Fds2.23K$245K0.0%−$26.9KHeld
Flowserve CorpFLS3.31K$243.4K0.0%$13.7KCut−$56.5K
Axon Enterprise, Inc.AXON573$243.3K0.0%−$62.6KAdded−$4.84K
Aegon Ltd33.2K$240.9K0.0%−$14.9KCut−$35.8K
Twilio IncTWLO1.91K$240.4K0.0%−$29.3KAdded−$13.5K
American Intl Group Inc3.19K$240.3K0.0%−$32.9KCut−$64.3K
Kenvue Inc.KVUE13.9K$240.2K0.0%−$139Cut−$44.6K
Microchip Technology Inc.3.72K$240.2K0.0%$3.31KCut$2.92K
U Haul Holding Company5.35K$239K0.0%New
CARRIER GLOBAL CorpCARR4.24K$238.8K0.0%New
Copart IncCPRT7.18K$238.3K0.0%New
Trimas CorpTRS6.63K$238.1K0.0%$3.14KAdded$10.6K
Vanguard World Fd1.97K$237.8K0.0%−$25KHeld
Trade Desk, Inc.TTD10.4K$235.1K0.0%−$152.8KAdded−$144.7K
Fiserv IncFISV4.21K$234.9K0.0%−$47.9KCut−$234.3K
AecomACM2.77K$234.5K0.0%−$29.1KCut−$168.8K
J P Morgan Exchange Traded F3.81K$233.8K0.0%−$7.09KHeld
Analog Devices IncADI733$233.2K0.0%New
Labcorp Holdings Inc.LH873$232.9K0.0%New
Vanguard Intl Equity Index F3.09K$232.1K0.0%$4.76KHeld
Hewlett Packard Enterprise C9.74K$232K0.0%−$2.05KCut−$13.2K
Constellation Energy CorpCEG817$228.1K0.0%−$60.5KCut−$64K
New Jersey Res Corp4.14K$227.3K0.0%$36.4KCut$25.5K
Comcast Corp New7.9K$226.9K0.0%−$9.33KCut−$122.8K
Snowflake Inc.SNOW1.5K$226.7K0.0%−$103KCut−$162.2K
Ppg Inds Inc2.12K$226.4K0.0%New
Lamar Advertising Co/NewLAMR1.78K$225.7K0.0%$142Cut−$28.1K
Banco Santander Sa20K$225.1K0.0%−$8.98KCut−$14.4K
Ferguson Enterprises Inc965$225.1K0.0%$10.3KCut−$76.3K
Hubspot IncHUBS915$223.4K0.0%−$143.8KCut−$220.9K
Tapestry, Inc.TPR1.57K$222K0.0%New
Smucker J M Co2.3K$221.8K0.0%−$3.15KCut−$34.5K
Lattice Semiconductor CorpLSCC2.38K$221.1K0.0%New
Hartford Insurance Group Inc1.62K$219.2K0.0%−$3.97KAdded$6.31K
Mcdonalds CorpMCD702$218.2K0.0%New
Ishares Tr2.61K$217.6K0.0%$1.82KCut−$2.56K
Dbx Etf Tr3.65K$217.3K0.0%−$10.6KHeld
Schwab Strategic Tr7.07K$216.8K0.0%New
Sysco CorpSYY3.02K$215.1K0.0%New
Sherwin Williams CoSHW668$214.1K0.0%−$2.33KCut−$54.5K
Northwest Nat Hldg Co4.02K$213.8K0.0%New
Conagra Brands Inc.CAG13.6K$213.5K0.0%−$21.6KCut−$200K
Cardinal Health IncCAH1.01K$213.2K0.0%$5.86KCut$3.81K
Metlife Inc3K$212K0.0%−$24.6KCut−$39.7K
Steel Dynamics IncSTLD1.17K$211.3K0.0%New
Equinor Asa5K$211K0.0%New
Select Sector Spdr Tr4.17K$206.1K0.0%−$22.5KHeld
Nasdaq, Inc.NDAQ2.43K$205.9K0.0%−$29.7KCut−$237.2K
Caledonia Mng Corp Plc9.03K$204K0.0%−$32.3KCut−$42.6K
Koninklijke Philips N V7.4K$202.7K0.0%New
Api Group CorpAPG4.99K$202.2K0.0%$11.3KCut−$168.8K
Grab Holdings Limited55.1K$201.8K0.0%−$73.3KCut−$117.8K
Gartner IncIT1.27K$200.6K0.0%−$119KCut−$296.9K
Keurig Dr Pepper Inc.KDP7.61K$200.5K0.0%−$12.8KCut−$112.5K
Pearson Plc15.2K$199.8K0.0%−$12.9KAdded$696
AerSale CorpASLE30K$186.3K0.0%−$12.3KAdded$87.9K
Redwire CorpRDW18.1K$153.6K0.0%New
Advent Conv & Income Fd11.4K$127.1K0.0%−$15.3KAdded−$11.6K
Telefonaktiebolaget Lm Erics10.9K$123.2K0.0%$17.2KAdded$20.8K
Nokia Corp12.5K$100.7K0.0%$19.7KCut−$34.1K
Evolution Pete Corp19.6K$89.9K0.0%$20.4KCut−$83.3K
Dakota Gold Corp.DC15.5K$78.1K0.0%−$9.63KAdded−$8.67K
Adt Inc Del11.1K$72.6K0.0%New
Lifezone Metals Limited21.3K$71.7K0.0%−$12.6KAdded$12.4K
Archer Aviation Inc10.9K$56.3K0.0%−$25.6KCut−$26.9K
Eve Hldg Inc10.7K$26.6K0.0%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.