13F

Investor

ENTRUST FINANCIAL LLC

CIK 0002109860 · filed 2026-05-12 · SEC filing

13F book

$143M

Positions

433

32 new · 19 sold

Largest name

13.8%

Vanguard Index Fds

Est. mark

−$3.77M

Price effect on 400 names still held. Flow $12.1M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds61.5K$19.7M13.8%−$878.6KAdded−$626.1K
Dimensional Etf Trust414.3K$16.1M11.3%−$302.5KCut−$509.9K
Vanguard Admiral Fds Inc37.1K$15.1M10.6%−$1.36MAdded−$1.3M
Dimensional Etf Trust405.9K$14.9M10.4%−$497.5KAdded$23.9K
Dimensional Etf Trust214.4K$8.35M5.8%$7.99KAdded$8M
Vanguard Tax-Managed Fds117.4K$7.53M5.3%$189.1KCut−$245.8K
Dimensional Etf Trust210.7K$7.16M5.0%$261.3KCut−$981
Vanguard Bd Index Fds69.1K$5.09M3.6%−$27.3KAdded$369.4K
Invesco Exch Traded Fd Tr Ii169.4K$3.89M2.7%−$30.5KAdded$520.5K
Apple Inc.AAPL9.13K$2.32M1.6%−$164.9KCut−$270.9K
Dimensional Etf Trust66.9K$2.31M1.6%$20.5KAdded$1.85M
Vanguard Scottsdale Fds47.9K$2.25M1.6%−$5.91KAdded$107.5K
Vanguard Index Fds3.21K$1.92M1.3%−$94.5KAdded−$87.9K
Vanguard Intl Equity Index F34.9K$1.88M1.3%$10.1KCut−$73.1K
Microsoft CorpMSFT4.42K$1.64M1.1%−$501.4KCut−$523.6K
Berkshire Hathaway Inc Del3.35K$1.61M1.1%−$78.6KAdded−$76.7K
Trust For Professional Manag55.8K$1.36M0.9%−$1.39KAdded$1.34M
World Gold Tr14.5K$1.34M0.9%$105.8KCut−$92K
Vanguard Star Fds17.2K$1.33M0.9%$28.5KAdded$37.2K
Vanguard Scottsdale Fds21.3K$1.25M0.9%−$3.77KAdded$79.1K
Morgan Stanley Etf Trust15K$1.2M0.8%−$24.5KAdded$710.4K
Vanguard Index Fds4.2K$1.1M0.8%$16.5KCut$7.46K
Vanguard Scottsdale Fds16.4K$905.5K0.6%−$6.73KAdded$65K
Jpmorgan Chase & Co.2.64K$775.8K0.5%−$73.8KCut−$80.6K
International Business Machs2.66K$645.3K0.5%−$143KAdded−$142.1K
Vanguard World Fd3.96K$573.9K0.4%$12.3KAdded$119.4K
Exxon Mobil Corp3.08K$522.6K0.4%$152KCut$144.7K
Vanguard World Fd1.36K$498.9K0.3%−$61.5KCut−$87.1K
Alphabet Inc1.54K$440.8K0.3%−$41.4KCut−$65.6K
Vanguard Growth Etf852$372.1K0.3%−$43.7KAdded−$43.2K
Caterpillar IncCAT525$371.9K0.3%$71.2KCut$69.5K
Ishares Tr2.54K$361.5K0.3%−$15.9KCut−$45.5K
Radian Group IncRDN10.8K$355.9K0.2%−$31.3KCut−$32.1K
Totalenergies SeTTE3.87K$352.5K0.2%New
Ppl Corp9.07K$346.5K0.2%$28.8KHeld
Pnc Finl Svcs Group Inc1.66K$346K0.2%−$1.07KCut−$6.28K
Cisco Sys Inc4.27K$331.5K0.2%$2.36KCut−$877
Spdr Series Trust2.18K$318.6K0.2%$14.8KAdded$14.9K
Nvidia CorpNVDA1.81K$315.1K0.2%−$21.9KHeld
Amazon Com IncAMZN1.51K$315.1K0.2%−$34.1KCut−$37.8K
Nextera Energy Inc3.13K$290.6K0.2%$39.5KCut$39.3K
Public Svc Enterprise Grp In3.58K$290K0.2%$2.33KHeld
Spdr S&P Midcap 400 Etf Tr450$277.7K0.2%$6.2KHeld
Alphabet Inc931$267.8K0.2%−$23.7KCut−$40K
Ishares Tr2.61K$259.5K0.2%−$1.06KAdded$85.8K
Hartford Insurance Group Inc1.77K$239.6K0.2%−$4.55KHeld
AbbVie Inc.ABBV1.07K$231.8K0.2%−$11.7KHeld
Vanguard Index Fds650$196.5K0.1%$132Added$2.85K
Ishares Tr2.14K$195.3K0.1%$10.9KHeld
Vanguard Index Fds882$191.7K0.1%$3.97KAdded$37.4K
Dominion Energy, IncD3.06K$189K0.1%$9.76KAdded$10.9K
Dimensional Etf Trust2.59K$187K0.1%New
Vanguard Specialized Funds855$183.9K0.1%−$4.01KHeld
BlackRock, Inc.BLK180$173.1K0.1%−$19.6KHeld
Vanguard Whitehall Fds1.15K$170.2K0.1%$5.34KCut−$1.41K
Procter And Gamble CoPG1.16K$167K0.1%$1.29KAdded$1.72K
Capital Grp Fixed Incm Etf T6K$162.8K0.1%New
Applovin CorpAPP377$150K0.1%−$104KHeld
Western Digital CorpWDC548$148.2K0.1%$53.8KHeld
Taiwan Semiconductor Mfg Ltd438$148K0.1%$14.9KHeld
Vanguard Scottsdale Fds1.32K$144.3K0.1%−$15.9KAdded−$15.7K
Visa Inc.V458$138.3K0.1%−$20.9KAdded−$11.2K
Vanguard Scottsdale Fds593$135.8K0.1%−$4.17KCut−$68.8K
Johnson & JohnsonJNJ541$132.3K0.1%$20.3KCut$10.6K
Roper Technologies IncROP371$131.3K0.1%−$33.9KHeld
Boeing Co640$127.3K0.1%−$11.6KCut−$12.2K
Ishares Tr513$127.2K0.1%$944Held
Essential Utils Inc3.15K$126.8K0.1%$6KAdded$6.48K
RTX CorpRTX653$125.9K0.1%$6.2KCut−$2.6K
Vanguard Index Fds635$124.6K0.1%$2.67KAdded$23.1K
Ishares Tr799$121K0.1%$8.21KHeld
ConocophillipsCOP914$120.6K0.1%$34.3KAdded$36.8K
Ishares Tr282$120.2K0.1%−$13.2KHeld
Truist Finl Corp2.59K$118.9K0.1%−$8.37KCut−$11.8K
Vanguard Index Fds406$116.7K0.1%−$1.19KHeld
Spdr Gold Tr270$116.2K0.1%$9.18KCut$6.4K
Corning Inc837$113.8K0.1%$40.5KCut$36.1K
Vanguard Index Fds551$113.4K0.1%−$1.87KAdded−$1.67K
Pepsico IncPEP719$111.6K0.1%$8.46KCut$5.59K
Spdr S&P 500 Etf Tr168$109.1K0.1%−$5.62KAdded−$4.97K
At&T Inc3.73K$108.2K0.1%$15.5KCut$11.2K
Ishares Bitcoin Trust EtfIBIT2.8K$107.7K0.1%−$31.3KAdded−$30.5K
Schwab Charles Corp1.14K$107K0.1%−$6.78KCut−$7.78K
Oracle Corp710$104.4K0.1%−$33.9KHeld
Texas Instrs Inc532$103.3K0.1%$10.9KAdded$12K
Ishares Tr746$103.3K0.1%−$2.33KHeld
Trimble Inc.TRMB1.58K$102.9K0.1%−$20.7KHeld
American Wtr Wks Co Inc New752$102.3K0.1%$4.2KHeld
Vanguard Intl Equity Index F736$101.9K0.1%−$1.78KAdded$6.11K
Mastercard IncMA202$100.9K0.1%−$14.4KHeld
Abbott LabsABT970$99.6K0.1%−$22KHeld
Select Sector Spdr Tr749$99.5K0.1%−$8.29KHeld
Pfizer IncPFE3.5K$98.3K0.1%$8.3KAdded$33.3K
Verizon Communications IncVZ1.94K$97.3K0.1%$18.4KCut−$40.1K
Vanguard World Fd400$94.5K0.1%−$5.88KCut−$7.89K
Comcast Corp New3.07K$88.2K0.1%−$3.14KAdded$8.91K
Corteva, Inc.CTVA1.05K$88K0.1%$17.5KHeld
Manulife Finl Corp2.54K$87.6K0.1%−$4.68KHeld
Ishares Tr447$85.7K0.1%−$3.09KCut−$1.2M
Linde PlcLIN169$83.8K0.1%$11.7KHeld
Ishares Tr1.22K$82.4K0.1%$1.87KHeld
3M COMMM541$78.6K0.1%−$8.05KHeld
Flex Ltd.FLEX1.2K$78.6K0.1%$6.05KHeld
Ishares Tr669$77.6K0.1%$5.18KHeld
L3harris Technologies Inc221$76.2K0.1%$11.4KHeld
Bank America Corp1.55K$75.5K0.1%−$9.68KCut−$14.8K
Disney Walt Co742$71.5K0.1%−$12.6KAdded−$11K
Meta Platforms, Inc.META124$70.9K0.1%−$6.42KAdded$22.8K
Deere & CoDE126$70.9K0.1%$12.3KCut$1.59K
Cardinal Health IncCAH335$70.8K0.1%$1.95KHeld
Emerson Elec Co535$70.1K0.0%−$909Held
Enterprise Prods Partners L1.85K$70K0.0%$10.6KAdded$11K
Mckesson CorpMCK79$68.4K0.0%$3.56KHeld
Iron Mtn Inc Del643$65.7K0.0%$12.3KAdded$12.9K
Lowes Cos Inc271$64K0.0%−$1.3KAdded−$357
Novartis Ag418$63.9K0.0%$1.26KAdded$52.1K
Ge Aerospace224$63.6K0.0%−$5.43KHeld
Arch Cap Group Ltd647$62.1K0.0%$45Cut−$1.01K
Honeywell Intl Inc272$61.5K0.0%$8.42KHeld
Merck & Co., Inc.MRK502$60.3K0.0%$5.23KAdded$23.5K
Home Depot, Inc.HD181$59.6K0.0%−$2.76KHeld
Hims & Hers Health, Inc.HIMS2.83K$58.8K0.0%−$16.9KAdded$11.8K
Lpl Finl Hldgs Inc193$58.1K0.0%−$10.9KCut−$18.4K
Ppg Inds Inc540$57.7K0.0%$2.34KAdded$2.77K
Capital One Finl Corp310$56.6K0.0%−$14KAdded$84
Dell Technologies Inc.DELL343$56.3K0.0%$13.1KHeld
Illumina, Inc.ILMN450$55.5K0.0%−$2.7KAdded$10.6K
Welltower Inc.WELL280$55.4K0.0%$3.39KHeld
Toronto Dominion Bk Ont584$54.5K0.0%−$520Held
Viatris IncVTRS4.03K$54.4K0.0%$2.76KAdded$22K
Astrazeneca Plc OrdAZN274$54K0.0%New
Vanguard Index Fds292$53.8K0.0%$1.76KAdded$6.73K
Fulton Finl Corp Pa2.63K$53.6K0.0%$2.63KAdded$3.14K
Southern Co545$52.6K0.0%$5.08KCut−$8.44K
Bristol-Myers Squibb Co864$52.4K0.0%$5.8KCut$5.37K
Wells Fargo Co New656$52.2K0.0%−$8.91KCut−$13.6K
C. H. Robinson Worldwide, Inc.CHRW307$51K0.0%New
Cvs Health CorpCVS703$50.5K0.0%−$5.2KAdded−$4.55K
Unitedhealth Group IncUNH184$49.8K0.0%−$10.5KAdded−$8.64K
Ferguson Enterprises Inc213$49.7K0.0%$2.26KHeld
Keysight Technologies, Inc.KEYS175$49.4K0.0%$13.9KCut$4.51K
Sea LtdSE588$48.7K0.0%−$26.3KHeld
Cigna GroupCI179$47.7K0.0%−$1.28KAdded$6.19K
Ishares Tr770$47.5K0.0%−$2.62KAdded−$2.56K
Parker-Hannifin CorpPH53$47.4K0.0%$863Cut−$16
Tesla, Inc.TSLA123$45.7K0.0%−$9.59KHeld
Vanguard Scottsdale Fds576$45.6K0.0%−$69Added$39.8K
Archer-Daniels-Midland CoADM617$44.9K0.0%$9.39KHeld
Icici Bank Limited1.66K$42.9K0.0%−$6.46KHeld
Vertex Pharmaceuticals Inc96$42.9K0.0%−$655Held
Gallagher Arthur J & Co197$42.7K0.0%−$8.33KHeld
Fifth Third Bancorp917$42.6K0.0%New
Vanguard Index Fds165$42.4K0.0%−$3.5KHeld
Constellation Energy CorpCEG149$41.7K0.0%−$11KHeld
Reinsurance Grp Of America I196$40K0.0%$137Held
Itt Inc.ITT209$39.9K0.0%$3.56KHeld
Danaher Corporation208$39.4K0.0%−$8.18KHeld
Vanguard Scottsdale Fds525$39.2K0.0%−$594Held
Xylem Inc.XYL328$39.2K0.0%−$5.51KAdded−$5.39K
Analog Devices IncADI122$38.8K0.0%$5.73KHeld
Chesapeake Utils Corp300$37.9K0.0%$483Held
Williams Cos Inc477$34.7K0.0%$6.04KCut$4.18K
Salesforce, Inc.CRM183$34.2K0.0%−$6.42KAdded$12.4K
American Express CoAXP111$33.6K0.0%−$7.49KHeld
Ugi Corp New916$33.4K0.0%−$925Held
Agilent Technologies, Inc.A285$32.5K0.0%−$4.99KAdded$1.73K
Adobe Inc.ADBE133$32.3K0.0%−$13.3KAdded−$11.1K
Novo-Nordisk A S874$32.1K0.0%−$12.3KCut−$37.5K
Ishares Tr346$32.1K0.0%−$540Cut−$3.18K
Hanover Ins Group Inc183$31.7K0.0%−$1.72KHeld
Paccar IncPCAR274$31.6K0.0%$1.64KCut−$12.9K
Interactive Brokers Group In470$31.5K0.0%$1.3KCut$911
Brookfield Corp769$31.1K0.0%−$4.17KHeld
Philip Morris Intl Inc186$30.8K0.0%$924Cut−$683
Nuveen Amt Free Qlty Mun Inc2.73K$30.6K0.0%−$1.09KHeld
Qualcomm Inc237$30.5K0.0%−$10KCut−$22.7K
Kimberly Clark CorpKMB315$30.3K0.0%−$1.39KHeld
Morgan Stanley183$30.2K0.0%−$2.36KCut−$12.8K
Ishares Tr267$30.2K0.0%−$2.68KHeld
Regeneron Pharmaceuticals, Inc.REGN38$29.4K0.0%$30Cut−$3.06K
Sila Realty Trust Inc1.23K$29K0.0%$453Held
Marsh & Mclennan Cos Inc166$28.8K0.0%−$1.4KAdded$7.27K
Progressive Corp145$28.7K0.0%−$4.27KHeld
United Therapeutics Corp Del48$28.5K0.0%$5.08KCut−$2.23K
Chevron Corp NewCVX134$27.7K0.0%$7.3KCut$6.54K
Travelers Companies, Inc.TRV94$27.4K0.0%$155Cut−$3.91K
Medline Inc.MDLN615$27.4K0.0%$1.54KHeld
Match Group Inc New872$26.8K0.0%−$1.13KAdded$3.76K
Tjx Cos Inc New167$26.7K0.0%$1.02KHeld
Northwest Nat Hldg Co500$26.6K0.0%$3.24KHeld
Applied Matls Inc77$26.3K0.0%$6.53KCut−$10.9K
Expedia Group, Inc.EXPE113$26.1K0.0%−$4.77KAdded$309
Occidental Pete Corp400$26K0.0%$9.55KHeld
Airbnb, Inc.ABNB200$25.3K0.0%−$1.89KHeld
Nextpower Inc.NXT209$25.2K0.0%$6.99KHeld
United Parcel Service IncUPS251$24.7K0.0%−$129Added$7.93K
Lkq CorpLKQ831$24.4K0.0%−$690Held
Citigroup Inc215$24.4K0.0%−$705Cut−$9.69K
Blackstone Inc.BX212$24.4K0.0%−$8.23KAdded−$8K
Chubb Limited74$24K0.0%$1.02KCut−$222
Allison Transmission Hldgs I203$23.8K0.0%$3.89KCut$1.15K
MSCI Inc.MSCI44$23.7K0.0%−$1.22KAdded$3.64K
GoDaddy Inc.GDDY284$23.5K0.0%−$11.8KHeld
Berkley W R Corp352$23.3K0.0%−$1.35KHeld
Exelon CorpEXC473$23.2K0.0%$2.57KHeld
Broadcom Inc.AVGO75$23.1K0.0%−$1.82KAdded$5.58K
Costco Whsl Corp New23$23K0.0%$3.13KCut−$8.11K
Amgen IncAMGN65$22.9K0.0%New
Constellation Brands, Inc.STZ152$22.8K0.0%$1.42KAdded$6.52K
Blackrock Etf Trust Ii453$22.5K0.0%New
Williams Sonoma IncWSM124$22.5K0.0%$462Held
Teledyne Technologies IncTDY37$22.4K0.0%$3.49KHeld
Ishares Tr179$22.2K0.0%$768Held
Zurn Elkay Water Solns Corp489$21.9K0.0%−$807Cut−$1.5K
Epam Sys Inc160$21.7K0.0%−$6.88KAdded$1.38K
Ishares Tr33$21.6K0.0%−$1.05KHeld
Us Bancorp Del414$21.5K0.0%−$558Cut−$1.57K
Watsco Inc59$21.5K0.0%$1.58KCut$1.25K
Ishares Tr225$21.3K0.0%$150Held
Goldman Sachs Group Inc25$21.1K0.0%−$825Cut−$13.1K
CARRIER GLOBAL CorpCARR375$21.1K0.0%$1.3KHeld
Acuity Inc75$21K0.0%−$5.99KHeld
UL Solutions Inc.ULS245$21K0.0%$1.68KHeld
Allegion plcALLE144$20.9K0.0%−$2.01KHeld
Crown Hldgs Inc206$20.7K0.0%−$560Held
Ishares Tr220$20.5K0.0%−$848Held
Nordson CorpNDSN76$20.2K0.0%$1.95KCut$1.47K
American Tower Corp New117$20.2K0.0%−$323Added$1.23K
Warner Bros. Discovery, Inc.WBD734$20.2K0.0%−$998Held
Copart IncCPRT602$20K0.0%−$3.58KHeld
NetApp, Inc.NTAP193$19.8K0.0%−$907Held
Gentex CorpGNTX904$19.8K0.0%New
CDW CorpCDW162$19.6K0.0%−$2.46KHeld
Coterra Energy Inc557$19.6K0.0%$4.91KHeld
Medtronic PlcMDT223$19.3K0.0%−$2.1KCut−$3.64K
Qnity Electronics, Inc.Q167$19.3K0.0%$5.63KHeld
Rollins IncROL358$19.1K0.0%−$2.37KCut−$2.91K
Ss&C Technologies Hldgs Inc282$19.1K0.0%−$4.25KAdded$347
Siriusxm Holdings Inc823$19K0.0%$2.54KHeld
Southwest Airls Co496$18.6K0.0%−$1.87KCut−$7.11K
Paypal Hldgs Inc411$18.6K0.0%−$5.4KHeld
Aes CorpAES1.3K$18.3K0.0%−$325Cut−$1.16K
Vanguard World Fd103$17.8K0.0%$4.85KHeld
Pg&E Corp1.01K$17.8K0.0%$1.52KCut$698
Sysco CorpSYY249$17.8K0.0%−$587Cut−$4.64K
Elevance Health Inc Formerly60$17.6K0.0%−$3.47KHeld
Freeport-Mcmoran IncFCX298$17.5K0.0%$2.38KCut−$5.14K
Wesco Intl Inc64$17.5K0.0%$1.85KHeld
Masco Corp283$17.1K0.0%−$875Held
Snap-on IncSNA47$17.1K0.0%New
Henry Jack & Assoc Inc108$17.1K0.0%−$2.64KCut−$3.19K
Ameren CorpAEE154$16.9K0.0%$1.55KHeld
Thor Inds Inc211$16.9K0.0%−$4.81KHeld
American Intl Group Inc219$16.5K0.0%−$1.89KAdded$824
Zoom Communications, Inc.ZM205$16.5K0.0%New
Gartner IncIT104$16.5K0.0%−$9.77KHeld
General Dynamics CorpGD47$16.3K0.0%$341Cut−$5.08K
Hexcel Corp New200$16.2K0.0%$1.41KHeld
Cooper Cos Inc224$16K0.0%−$2.34KCut−$3K
Robinhood Mkts Inc229$15.9K0.0%−$10KCut−$34K
Choice Hotels Intl Inc153$15.8K0.0%$1.26KHeld
Saia IncSAIA45$15.8K0.0%$1.11KHeld
Mgm Resorts InternationalMGM427$15.8K0.0%$59Added$11.6K
Amdocs LtdDOX242$15.8K0.0%−$3.69KHeld
Dropbox, Inc.DBX694$15.8K0.0%−$3.53KHeld
TechnipFMC PLCFTI228$15.8K0.0%$5.6KCut−$1.88K
DuPont de Nemours, Inc.DD335$15.3K0.0%$1.88KHeld
Johnson Ctls Intl Plc117$15.3K0.0%$1.31KCut−$1.44K
Tyson Foods, Inc.TSN239$15.3K0.0%$495Added$9.98K
Solventum CorpSOLV233$15.2K0.0%−$3.25KHeld
Axis Cap Hldgs Ltd150$15.2K0.0%−$852Held
SiteOne Landscape Supply, Inc.SITE114$15.2K0.0%$974Cut$476
Bright Horizons Fam Sol In D183$15K0.0%−$2.37KAdded$2.56K
Wells Fargo Co New13$15K0.0%−$741Held
Pulte Group Inc127$14.9K0.0%New
Dimensional World Equity201$14.8K0.0%−$62Added$5.84K
Builders FirstSource, Inc.BLDR180$14.8K0.0%−$3.7KHeld
Albertsons Cos IncACI869$14.8K0.0%−$113Held
ServiceTitan, Inc.TTAN233$14.8K0.0%−$6.41KAdded−$1.08K
Csx CorpCSX357$14.7K0.0%$1.58KAdded$2.69K
Crown Castle Inc.CCI179$14.6K0.0%−$1.35KHeld
Bjs Whsl Club Hldgs Inc148$14.6K0.0%$1.24KCut$882
Otis Worldwide CorpOTIS187$14.4K0.0%−$1.92KHeld
Lennox Intl Inc31$14.4K0.0%−$664Held
Barrick Mng Corp342$14K0.0%−$943Cut−$2.12K
Marathon Pete Corp56$13.7K0.0%$4.57KCut$4.08K
Equifax IncEFX71$12.8K0.0%−$2.62KCut−$3.06K
Invesco Exchange Traded Fd T250$12.8K0.0%−$2.14KHeld
Alcon IncALC169$12.7K0.0%−$584Held
Universal Display Corp138$12.7K0.0%−$3.47KHeld
Walmart Inc.WMT102$12.6K0.0%$1.24KCut−$14.7K
Vertiv Holdings CoVRT50$12.5K0.0%$4.43KHeld
Hamilton Lane IncHLNE124$12.3K0.0%−$2.51KAdded$2.65K
Leidos Holdings, Inc.LDOS79$12.3K0.0%−$1.97KHeld
Tenet Healthcare CorpTHC64$12.1K0.0%−$640Cut−$3.02K
Target CorpTGT99$12K0.0%$2.24KAdded$2.36K
Duke Energy Corp New91$11.9K0.0%$1.25KHeld
Invesco Exchange Traded Fd T150$11.9K0.0%−$446Held
Pool CorpPOOL58$11.7K0.0%−$1.53KCut−$1.99K
Coca Cola Cons Inc60$11.5K0.0%$2.31KHeld
Zebra Technologies Corporati55$11.5K0.0%−$1.86KHeld
Markel Group Inc.MKL6$11.5K0.0%−$1.41KHeld
Bentley Sys Inc315$11.1K0.0%−$959Cut−$7.18K
Ollies Bargain Outlet Hldgs119$11K0.0%−$2.09KHeld
Healthpeak Properties, Inc.DOC640$10.5K0.0%New
Teck Resources Ltd197$10.2K0.0%$760Cut−$150
Align Technology IncALGN59$10.1K0.0%New
Phillips 66PSX55$9.97K0.0%$2.91KHeld
Metlife Inc139$9.83K0.0%−$1.14KCut−$1.77K
Restaurant Brands Intl Inc133$9.83K0.0%$351Added$5.6K
Centene Corp Del296$9.69K0.0%−$2.49KCut−$2.94K
Nuveen Select Tax-Free Incom666$9.56K0.0%$167Held
General Mls IncGIS250$9.3K0.0%−$2.32KHeld
Vici Pptys Inc340$9.29K0.0%New
Vanguard World Fd75$9.06K0.0%New
Unilever Plc157$8.95K0.0%−$1.32KCut−$2.5K
Starbucks CorpSBUX99$8.91K0.0%$579Cut−$17.1K
Dow Inc.DOW211$8.79K0.0%New
Rbc Bearings IncRBC16$8.69K0.0%$1.51KCut$1.07K
Vanguard Intl Equity Index F105$8.66K0.0%New
Construction Partners, Inc.ROAD77$8.56K0.0%$198Held
Exponent IncEXPO129$8.42K0.0%−$543Held
Huntington Bancshares Inc522$8.17K0.0%−$870Added−$807
Peakstone Realty Trust386$8.06K0.0%$2.52KHeld
Workday, Inc.WDAY62$8.06K0.0%−$5.26KHeld
Bank Nova Scotia Halifax116$8.04K0.0%−$509Held
Thermo Fisher Scientific Inc.TMO16$7.87K0.0%−$1.41KHeld
Seagate Technology Hldngs Pl20$7.84K0.0%$2.33KHeld
Bce Inc274$6.92K0.0%$389Cut−$3.35K
Northrop Grumman Corp10$6.82K0.0%$1.12KHeld
Lyondellbasell Industries N83$6.69K0.0%New
Ameriprise Finl Inc15$6.67K0.0%−$690Held
Houlihan Lokey, Inc.HLI46$6.61K0.0%−$1.41KHeld
NIKE, Inc.NKE125$6.6K0.0%−$1.36KCut−$53.8K
Armstrong World Inds Inc New40$6.59K0.0%−$1.05KCut−$2.58K
Altria Group, Inc.MO99$6.53K0.0%$826Cut$76
Primerica, Inc.PRI25$6.26K0.0%−$197Held
Kenvue Inc.KVUE361$6.22K0.0%−$4Held
Mondelez Intl Inc106$6.13K0.0%$405Held
GE Vernova Inc.GEV7$6.11K0.0%$1.54KCut−$29.8K
Lockheed Martin CorpLMT10$6.04K0.0%$1.21KHeld
United Airls Hldgs Inc65$5.99K0.0%−$1.28KHeld
Cummins IncCMI11$5.92K0.0%$304Held
JBT MAREL CorpJBTM46$5.88K0.0%−$1.05KHeld
Genuine Parts CoGPC55$5.82K0.0%−$946Held
Omnicom Group Inc.OMC77$5.8K0.0%New
Bank Hawaii Corp78$5.79K0.0%$459Held
Cheesecake Factory IncCAKE104$5.69K0.0%$444Cut−$465
Diageo Plc74$5.51K0.0%New
Wd 40 CoWDFC27$5.51K0.0%$133Added$1.76K
Rpm Intl Inc55$5.47K0.0%−$253Held
Sonoco Prods Co100$5.41K0.0%$1.05KHeld
Teradata Corp Del209$5.36K0.0%−$1.01KCut−$1.22K
Fuller H B CoFUL82$5.06K0.0%$182Held
Prestige Consmr Healthcare I84$4.98K0.0%−$203Held
Pinterest, Inc.PINS270$4.95K0.0%New
Agco Corp42$4.87K0.0%$485Held
Hillman Solutions Corp.HLMN576$4.79K0.0%−$196Held
Crowdstrike Hldgs Inc12$4.68K0.0%−$941Held
Ishares Ethereum Tr293$4.64K0.0%−$1.37KAdded−$27
Getty Rlty Corp New144$4.58K0.0%$638Held
ImmunityBio, Inc.IBRX595$4.56K0.0%New
Owens Corning New41$4.44K0.0%−$151Held
Csw Industrials, Inc.CSW17$4.43K0.0%−$561Held
Becton Dickinson & CoBDX28$4.4K0.0%−$1.03KCut−$2K
Landstar Sys Inc27$4.33K0.0%$449Held
Intuit Inc.INTU10$4.32K0.0%New
Unifirst Corp Mass17$4.28K0.0%$998Cut−$352
Stock Yds Bancorp Inc64$4.24K0.0%$86Held
Quest Diagnostics IncDGX21$4.12K0.0%$471Held
Take-Two Interactive Softwar20$3.95K0.0%−$586Added$1.39K
First Solar, Inc.FSLR20$3.95K0.0%−$1.28KHeld
Alliance Laundry Hldgs Inc188$3.9K0.0%$54Added$1.11K
EVERTEC, Inc.EVTC138$3.9K0.0%−$120Held
First Finl Bankshares Inc130$3.83K0.0%−$55Held
Brady CorpBRC47$3.82K0.0%New
Wave Life Sciences Ltd.WVE525$3.81K0.0%−$3.36KAdded−$2.06K
Kyndryl Hldgs Inc290$3.81K0.0%−$3.9KHeld
Vanguard Mun Bd Fds50$3.76K0.0%New
Uber Technologies, IncUBER50$3.6K0.0%−$489Held
Coherent Corp.COHR15$3.57K0.0%$805Held
Delta Air Lines Inc DelDAL53$3.52K0.0%−$155Held
Rli CorpRLI60$3.42K0.0%−$416Held
Chemed Corp New9$3.4K0.0%−$451Cut−$6.44K
Ferrari N.V.RACE10$3.38K0.0%−$311Cut−$29.9K
Versant Media Group, Inc.VSNT90$3.33K0.0%New
Solstice Advanced Matls Inc40$3.05K0.0%$1.1KHeld
National Beverage CorpFIZZ89$3K0.0%$156Held
Moog Inc10$2.93K0.0%$491Held
Deutsche Bank A G95$2.83K0.0%−$834Held
Rockwell Automation, IncROK7$2.51K0.0%−$211Held
Mcdonalds CorpMCD8$2.49K0.0%$47Cut−$28.9K
Iac IncPPLI61$2.44K0.0%$56Held
Coca Cola CoKO30$2.28K0.0%$184Held
Rivian Automotive Inc145$2.18K0.0%−$675Cut−$971
Leonardo DRS, Inc.DRS49$2.18K0.0%$511Held
Occidental Pete Corp50$2.15K0.0%$1.18KHeld
Dover CorpDOV10$2.08K0.0%$132Held
Waste Mgmt Inc Del9$2.07K0.0%$91Held
Global X Fds60$1.99K0.0%−$180Cut−$905
Peloton Interactive, Inc.PTON400$1.72K0.0%New
Village Farms Intl Inc591$1.68K0.0%−$479Held
Badger Meter IncBMI11$1.68K0.0%−$243Held
Tg Therapeutics, Inc.TGTX50$1.66K0.0%New
Ishares Tr34$1.58K0.0%−$55Cut−$1.31K
Ulta Beauty, Inc.ULTA3$1.57K0.0%−$247Cut−$852
Stubhub Hldgs Inc250$1.56K0.0%−$1.46KAdded−$1.15K
Marvell Technology, Inc.MRVL15$1.49K0.0%$211Cut−$1.49K
Uniqure Nv90$1.47K0.0%−$682Cut−$3.08K
J P Morgan Exchange Traded F24$1.31K0.0%$6Held
Portillos Inc245$1.3K0.0%$184Held
Trilogy Metals Inc New345$1.24K0.0%New
Kayne Anderson Energy Infrst77$1.1K0.0%$146Held
Atlas Lithium CorpATLX236$1.03K0.0%New
Rocket Lab CorpRKLB15$9640.0%−$83Held
Smucker J M Co9$8680.0%−$13Held
enCore Energy Corp.EU430$7740.0%−$292Cut−$1.83K
Snowflake Inc.SNOW5$7550.0%−$342Held
Ge Healthcare Technologies I10$7120.0%−$109Held
Veralto CorpVLTO8$7080.0%−$91Held
Innovative Indl Pptys Inc11$5520.0%$31Held
Nuscale Pwr Corp50$5420.0%−$167Held
Eli Lilly & CoLLY0$4090.0%Held
Organon & Co.OGN60$3590.0%−$17Added$252
Avanos Med Inc25$3510.0%$70Held
Tilray Brands, Inc.TLRY51$3300.0%−$131Held
Paramount Skydance CorpPSKY19$1720.0%−$83Held
The One Group Hospitality In74$1320.0%$2Held
GRAIL, Inc.GRAL2$1040.0%−$68Held
Advisorshares Tr23$620.0%−$16Held
Canopy Growth CorpCGC57$550.0%−$10Held
Amc Entmt Hldgs Inc19$190.0%New
Olaplex Hldgs Inc5$110.0%$4Held

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.