13F

Investor

Fairscale Capital, LLC

CIK 0002032350 · filed 2026-05-11 · SEC filing

13F book

$144.6M

Positions

437

16 new · 6 sold

Largest name

18.3%

Vanguard Index Fds

Est. mark

−$7.73M

Price effect on 421 names still held. Flow $1.5M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds44.3K$26.5M18.3%−$1.3MAdded−$1.06M
Nvidia CorpNVDA59.8K$10.4M7.2%−$723KCut−$774.8K
Ishares Tr86.5K$10.3M7.1%−$902.5KAdded−$694.5K
Apple Inc.AAPL23.4K$5.94M4.1%−$422.9KCut−$432.7K
Vanguard Admiral Fds Inc27.5K$5.6M3.9%−$29.2KCut−$43.7K
Pacer Fds Tr57.6K$3.6M2.5%$102.1KCut$75.8K
Microsoft CorpMSFT9.67K$3.58M2.5%−$1.08MAdded−$1.04M
Alphabet Inc11K$3.17M2.2%−$280.1KCut−$309.9K
Invesco Qqq Tr5.25K$3.03M2.1%−$193.2KAdded−$170.7K
Amazon Com IncAMZN11.9K$2.47M1.7%−$267.7KAdded−$265.6K
Schwab Strategic Tr78K$2.39M1.7%$253.5KAdded$254.4K
Visa Inc.V7.87K$2.38M1.6%−$381.3KHeld
Alphabet Inc7.55K$2.17M1.5%−$203.4KCut−$217.2K
Tesla, Inc.TSLA5.59K$2.08M1.4%−$435.7KAdded−$434.6K
Jpmorgan Chase & Co.6.9K$2.03M1.4%−$192.7KAdded−$181K
Meta Platforms, Inc.META3.31K$1.9M1.3%−$291.6KHeld
Broadcom Inc.AVGO5.53K$1.71M1.2%−$202.2KHeld
Netflix IncNFLX16.6K$1.6M1.1%$39.6KCut$30.2K
Vanguard Whitehall Fds9.88K$1.46M1.0%$45.3KCut$38.5K
Berkshire Hathaway Inc Del3.03K$1.45M1.0%−$70.4KAdded−$59.9K
Vanguard Index Fds6.98K$1.37M0.9%$26KAdded$415.9K
Thermo Fisher Scientific Inc.TMO2.39K$1.17M0.8%−$209.7KCut−$233.5K
Vanguard Index Fds3.61K$1.16M0.8%−$52.2KCut−$72.6K
Ishares Tr5.44K$1.15M0.8%−$5.04KCut−$224.3K
Vanguard Index Fds4.38K$1.13M0.8%−$95.3KCut−$98.1K
Ishares Tr10.4K$1.05M0.7%$37.3KAdded$82K
Johnson & JohnsonJNJ3.8K$929K0.6%$142.5KCut$138.5K
Spdr Series Trust9.53K$914.8K0.6%$33.7KHeld
RTX CorpRTX4.55K$876.9K0.6%$43.2KHeld
Salesforce, Inc.CRM4.63K$864.5K0.6%−$364.3KCut−$371.9K
Vanguard Scottsdale Fds2.68K$769.5K0.5%−$34.1KHeld
Vanguard Index Fds2.92K$765.6K0.5%$11.6KHeld
Palantir Technologies Inc.PLTR5.08K$742.4K0.5%−$154.6KAdded−$130.7K
Ishares Tr6.12K$666.6K0.5%−$7.34KHeld
Ishares Tr4.98K$659.5K0.5%$4.41KAdded$22.3K
Vanguard Growth Etf1.49K$650.8K0.4%−$66.8KAdded$12.7K
Nextera Energy Inc6.91K$641.7K0.4%$87.1KHeld
Vanguard Admiral Fds Inc1.57K$640.9K0.4%−$58KHeld
Vanguard Index Fds3.23K$595.1K0.4%$22.2KAdded$22.4K
Merck & Co., Inc.MRK4.86K$589.1K0.4%$73.9KHeld
Blackstone Inc.BX5.12K$588.9K0.4%−$200.5KAdded−$200.4K
Coca Cola CoKO7.62K$583.4K0.4%$50.8KCut$41K
Eli Lilly & CoLLY596$548.2K0.4%−$92.3KHeld
Walmart Inc.WMT4.38K$545.2K0.4%$56.4KHeld
Amplify Etf Tr7.11K$533.9K0.4%−$37.5KHeld
Cummins IncCMI958$515.4K0.4%$26.4KHeld
Crowdstrike Hldgs Inc1.31K$511.8K0.4%−$100.9KAdded−$91.9K
Vanguard World Fd1.34K$492K0.3%−$55.6KAdded−$14.5K
Spdr Series Trust5.06K$488.5K0.3%$12.3KHeld
GE Vernova Inc.GEV539$470.8K0.3%$104.6KAdded$159.7K
Morgan Stanley2.79K$459.3K0.3%−$36.2KHeld
Spdr Series Trust4.78K$451.8K0.3%$17.2KCut$46
Unitedhealth Group IncUNH1.65K$446.3K0.3%−$97.9KCut−$116.1K
Palo Alto Networks IncPANW2.76K$443.1K0.3%−$61.2KAdded−$29.2K
Corning Inc3.24K$440.1K0.3%$156.7KCut$150.6K
Citigroup Inc3.81K$431.9K0.3%−$12.5KHeld
ServiceNow, Inc.NOW4.09K$427.5K0.3%−$179.7KAdded−$138.5K
Freeport-Mcmoran IncFCX7.21K$423.5K0.3%$57.6KHeld
Adobe Inc.ADBE1.74K$422.7K0.3%−$185.9KCut−$323.5K
Analog Devices IncADI1.29K$409.1K0.3%$60.4KHeld
Costco Whsl Corp New392$390.6K0.3%$52.6KHeld
General Dynamics CorpGD1.09K$373.4K0.3%$7.14KHeld
Invesco Exchange Traded Fd T3.46K$372.5K0.3%−$21.6KHeld
Verizon Communications IncVZ7.26K$364.6K0.3%$68.8KHeld
Bank America Corp7.37K$359.2K0.2%−$46.1KHeld
Cisco Sys Inc4.5K$349.2K0.2%$2.52KHeld
Vaneck Etf Trust3.49K$337.5K0.2%−$22.9KAdded−$8.72K
Amgen IncAMGN959$337.4K0.2%$23.5KHeld
Global X Fds6.53K$331.7K0.2%$17.6KHeld
Goldman Sachs Group Inc383$324K0.2%−$12.6KHeld
Philip Morris Intl Inc1.83K$305.6K0.2%$9.05KHeld
3M COMMM2.01K$292.3K0.2%−$29.9KHeld
Intuitive Surgical IncISRG623$287.2K0.2%−$65.6KHeld
Vertiv Holdings CoVRT1.15K$286.9K0.2%$96.7KAdded$110K
Welltower Inc.WELL1.45K$286.3K0.2%$17.5KHeld
Applied Matls Inc837$286.1K0.2%$66.4KAdded$84.9K
Invesco Exch Traded Fd Tr Ii3.54K$279.9K0.2%−$18.3KHeld
Taiwan Semiconductor Mfg Ltd768$260.3K0.2%$18.2KAdded$97.9K
Lockheed Martin CorpLMT429$259.3K0.2%$51.8KHeld
Novartis Ag1.68K$256.8K0.2%$25KHeld
Vanguard Scottsdale Fds4.31K$256.7K0.2%−$1.64KHeld
Danaher Corporation1.32K$251.4K0.2%−$51.8KAdded−$50.8K
Ark Etf Tr2.06K$247.9K0.2%−$55.7KHeld
Mcdonalds CorpMCD779$242.1K0.2%$4.02KCut−$4.23K
Johnson Ctls Intl Plc1.8K$236.4K0.2%$20.2KHeld
Constellation Energy CorpCEG824$230.1K0.2%−$46.9KAdded$6.13K
Ark Etf Tr2K$224.8K0.2%−$4.42KHeld
Duke Energy Corp New1.69K$221.4K0.2%$23.2KHeld
Enterprise Prods Partners L5.71K$216K0.1%$33KHeld
Home Depot, Inc.HD656$215.8K0.1%−$9.98KHeld
Global Ship Lease Inc New5.75K$214K0.1%$12.6KHeld
Intel CorpINTC4.66K$205.8K0.1%$33.7KHeld
Oracle Corp1.38K$203.3K0.1%−$66.1KHeld
Mastercard IncMA406$202.9K0.1%−$27.3KAdded−$16.4K
Okta, Inc.OKTA2.55K$200.6K0.1%−$19.8KHeld
Procter And Gamble CoPG1.38K$199.9K0.1%$1.56KHeld
Altria Group, Inc.MO2.97K$199.1K0.1%$24.7KHeld
Spdr Index Shs Fds3.2K$198.7K0.1%−$7.39KHeld
Qualcomm Inc1.54K$198.2K0.1%−$65.1KHeld
Travelers Companies, Inc.TRV679$198.1K0.1%$1.1KHeld
Abbott LabsABT1.92K$197.5K0.1%−$43.5KHeld
Dimensional Etf Trust4.97K$193.8K0.1%$4.21KAdded$5.18K
AbbVie Inc.ABBV839$182.5K0.1%−$9.23KHeld
Caterpillar IncCAT253$179.2K0.1%$34.3KHeld
Vanguard Mun Bd Fds3.55K$177.1K0.1%−$1.42KHeld
Ishares Tr415$177K0.1%−$19.5KHeld
Vanguard Index Fds581$175.6K0.1%$81Held
Autodesk, Inc.ADSK696$166.6K0.1%−$39.4KHeld
Dte Energy Co1.09K$161.1K0.1%$19.2KHeld
Truist Finl Corp3.5K$161K0.1%−$11.3KHeld
Stryker CorpSYK483$159.1K0.1%−$11.1KHeld
Ishares Tr1.63K$154.6K0.1%−$439Held
Cal-Maine Foods IncCALM1.9K$150K0.1%−$796Held
Tjx Cos Inc New898$143.4K0.1%$5.47KHeld
Hubbell IncHUBB292$143.3K0.1%$13.6KHeld
Exxon Mobil Corp817$138.6K0.1%$40.3KHeld
Chevron Corp NewCVX667$138K0.1%$36.3KHeld
FabrinetFN261$136.1K0.1%New
Vanguard Star Fds1.75K$134.9K0.1%$2.92KCut−$35.6K
Pepsico IncPEP865$134.3K0.1%$8.95KHeld
Spdr Series Trust2.95K$134.2K0.1%$6.69KHeld
Nuveen Amt-Free Mun Value Fd9.27K$133.3K0.1%$635Held
Bristol-Myers Squibb Co2.2K$133.2K0.1%$14.7KHeld
Advanced Micro Devices IncAMD629$128K0.1%−$6.72KAdded−$6.11K
Airbnb, Inc.ABNB1.01K$127.2K0.1%−$9.51KCut−$12.1K
American Express CoAXP419$126.7K0.1%−$28.3KHeld
Schwab Strategic Tr4.81K$125.1K0.1%New
Vaneck Etf Trust311$119.2K0.1%$7.24KHeld
Vanguard Scottsdale Fds2.03K$119K0.1%−$386Held
Texas Instrs Inc611$118.6K0.1%$12.6KHeld
Snowflake Inc.SNOW751$113.3K0.1%−$51.5KHeld
International Business Machs467$113.2K0.1%−$25.1KHeld
Vanguard Index Fds520$113K0.1%$2.84KHeld
Vanguard World Fd474$112K0.1%−$7.02KCut−$12.3K
Vanguard World Fd408$111.1K0.1%−$6.33KHeld
Wp Carey Inc1.6K$110.2K0.1%$5.78KHeld
First Tr Exchange Traded Fd1.73K$108.3K0.1%−$15.2KHeld
Invesco Exchange Traded Fd T557$106.9K0.1%$200Held
Old Dominion Freight Line In546$106.7K0.1%$21.1KHeld
Schwab Us Tips Etf4K$106.4K0.1%$480Held
Genuine Parts CoGPC993$106K0.1%−$16.8KAdded−$14.8K
Ishares Tr1.22K$105.8K0.1%−$573Held
Grayscale Bitcoin Trust EtfGBTC2K$105.7K0.1%−$31.2KHeld
Booking Holdings Inc.BKNG25$105.3K0.1%−$28.6KHeld
Ww Grainger Inc95$103.6K0.1%$7.77KHeld
Emerson Elec Co788$103.2K0.1%−$1.34KHeld
Fortinet, Inc.FTNT1.25K$102.1K0.1%$2.88KHeld
Vanguard Scottsdale Fds1.18K$98K0.1%−$1.18KHeld
Select Sector Spdr Tr1.92K$94.9K0.1%−$10.4KHeld
Schwab Strategic Tr3.38K$94K0.1%New
Pfizer IncPFE3.28K$92.1K0.1%$10.4KHeld
Dow Inc.DOW2.18K$91K0.1%$39.9KHeld
Etf Ser Solutions836$89.7K0.1%New
Synopsys IncSNPS223$88.4K0.1%−$16.3KHeld
Eaton Corp PlcETN247$88.3K0.1%$9.67KHeld
Fastenal CoFAST1.88K$87.2K0.1%$11.8KHeld
Starbucks CorpSBUX971$87K0.1%$5.22KHeld
Shell Plc920$85.6K0.1%$18KHeld
Vanguard World Fd268$83.7K0.1%$3.71KHeld
Bp Plc1.72K$80.8K0.1%$21.1KHeld
Invesco Exch Traded Fd Tr Ii3.95K$80.6K0.1%New
Waste Mgmt Inc Del340$78.1K0.1%$3.43KHeld
Healthpeak Properties, Inc.DOC4.61K$75.7K0.1%$1.61KHeld
Cencora, Inc.COR240$75.4K0.1%−$5.67KHeld
Lowes Cos Inc313$74K0.1%−$1.53KHeld
Vistra Corp.VST490$73.7K0.1%−$5.39KHeld
Deere & CoDE130$73.2K0.1%$12.5KHeld
Progressive Corp365$72.4K0.1%−$10.8KHeld
Ishares Tr458$71K0.0%−$5.88KCut−$20.2K
Southern Co736$71K0.0%$6.86KHeld
Asml Holding N V52$68.7K0.0%$13.1KHeld
Public Storage Oper Co253$68.5K0.0%$2.88KHeld
Kimberly Clark CorpKMB700$68.4K0.0%−$3.08KHeld
Vanguard Index Fds232$66.6K0.0%−$705Held
Super Micro Computer Inc2.88K$65.6K0.0%−$18.7KCut−$22K
Ishares Tr509$63.3K0.0%$2.1KHeld
Aflac IncAFL575$63.1K0.0%−$322Held
Schwab Strategic Tr2.75K$62.3K0.0%New
Wells Fargo Co New780$62.1K0.0%−$10.6KHeld
Ishares Tr2.03K$61.5K0.0%New
Simon Ppty Group Inc New324$60.4K0.0%$460Held
Chipotle Mexican Grill IncCMG1.86K$59.6K0.0%−$9.3KHeld
Uber Technologies, IncUBER829$59.6K0.0%−$8.11KHeld
Koninklijke Philips N V2.17K$59.5K0.0%$694Held
Dimensional Etf Trust1.57K$57.8K0.0%−$2KHeld
Suncor Energy Inc New870$57.5K0.0%$18.9KHeld
Boeing Co279$55.5K0.0%−$5.05KHeld
General Mtrs Co720$53.6K0.0%−$4.91KHeld
Ishares Tr906$53.6K0.0%$2.02KHeld
Unilever Plc925$53.2K0.0%−$7.29KHeld
Cna Finl Corp1.15K$52.8K0.0%−$2.09KHeld
Bce Inc2.06K$52.6K0.0%$2.93KHeld
Dimensional Etf Trust725$51.4K0.0%−$2.12KAdded$3.13K
Schwab Charles Corp544$51.1K0.0%−$3.23KHeld
Spdr Dow Jones Indl Average110$51.1K0.0%−$1.92KHeld
Capital One Finl Corp279$50.9K0.0%−$16.7KHeld
Belden Inc.BDC437$50.2K0.0%−$751Held
Spdr Series Trust385$49.2K0.0%$1.43KAdded$19.1K
Totalenergies SeTTE526$48.4K0.0%$13.5KHeld
Union Pac Corp199$48.3K0.0%$2.25KHeld
Vanguard Tax-Managed Fds747$47.9K0.0%$1.2KHeld
Vale S.A.VALE2.9K$46.1K0.0%New
Capital Group Growth Etf1.13K$45.6K0.0%−$4.85KHeld
Labcorp Holdings Inc.LH166$44.3K0.0%$2.64KHeld
Ishares Tr454$44.1K0.0%$499Held
Veeva Sys Inc244$42.9K0.0%−$11.6KHeld
Vanguard Intl Equity Index F767$41.5K0.0%$222Held
Sony Group Corp1.99K$41.2K0.0%−$9.74KHeld
State Str Corp325$41.1K0.0%−$796Held
Select Sector Spdr Tr376$41K0.0%−$3.92KHeld
Dell Technologies Inc.DELL248$40.7K0.0%$9.49KHeld
Select Sector Spdr Tr277$40.6K0.0%−$2.27KHeld
Evergy, Inc.EVRG492$40.3K0.0%$4.64KHeld
Newmont Corp370$40.1K0.0%$3.11KHeld
Ishares Tr409$39K0.0%−$294Held
Arm Holdings Plc257$38.9K0.0%$10.8KHeld
UBS Group AGUBS969$37.9K0.0%−$7.01KHeld
Dover CorpDOV180$37.5K0.0%$2.38KHeld
Ishares Tr405$37K0.0%$2.07KHeld
Ing Groep N.V.1.41K$36.8K0.0%−$2.76KHeld
Coeur Mng Inc1.92K$36K0.0%New
Schwab Strategic Tr1.45K$35.8K0.0%New
Ishares Tr715$35.8K0.0%New
BlackRock, Inc.BLK37$35.6K0.0%−$4.02KHeld
Csx CorpCSX845$34.7K0.0%$4.06KHeld
Teledyne Technologies IncTDY57$34.5K0.0%$5.37KHeld
National Fuel Gas CoNFG364$34.4K0.0%$5.06KHeld
Royal Gold IncRGLD135$34.4K0.0%$4.35KHeld
American Tower Corp New198$34.2K0.0%−$928Held
Hologic Inc452$34.2K0.0%$498Held
Adt Inc Del5.1K$33.8K0.0%−$7.65KHeld
Ishares Tr420$33.6K0.0%−$10.8KHeld
Ishares Tr590$33.5K0.0%$1.23KHeld
Global X Fds447$33.2K0.0%$4.16KHeld
Ark Etf Tr488$33K0.0%−$2.58KAdded$11.7K
Ingersoll Rand Inc.IR409$32.8K0.0%$368Held
Nebius Group N.V.NBIS302$31.3K0.0%$6.06KCut$2.37K
Amplify Etf Tr1.05K$31.3K0.0%$2.16KHeld
Blackrock Tax Municpal Bd Tr1.89K$30.6K0.0%−$284Held
United Therapeutics Corp Del50$29.6K0.0%$5.29KHeld
Toyota Motor Corp142$29.3K0.0%−$1.13KHeld
Intercontinental Exchange In185$29.1K0.0%−$866Held
Rockwell Automation, IncROK79$28.4K0.0%−$2.38KHeld
Ishares Tr342$28.3K0.0%−$3.22KHeld
Ishares Tr339$28.2K0.0%$193Held
United Parcel Service IncUPS284$27.9K0.0%−$230Held
Sysco CorpSYY390$27.8K0.0%−$920Held
Hsbc Hldgs Plc321$27.2K0.0%$1.95KHeld
Phillips 66PSX149$27.1K0.0%$7.86KAdded$8.04K
Franklin Bsp Rlty Tr Inc3.11K$27K0.0%−$5.27KHeld
Ishares Tr123$26.9K0.0%$499Held
Amphenol Corp New211$26.7K0.0%−$1.85KCut−$15.7K
Ishares Silver Tr390$26.6K0.0%$1.45KHeld
Ishares Tr303$26.3K0.0%$561Held
Spotify Technology S.A.SPOT54$26.2K0.0%−$5.17KHeld
Ishares Tr683$25.2K0.0%−$379Held
Roper Technologies IncROP71$25.1K0.0%−$6.48KHeld
Barclays Plc1.18K$25K0.0%−$5.07KHeld
General Mls IncGIS669$24.9K0.0%−$6.21KHeld
Mckesson CorpMCK28$24.3K0.0%$1.26KHeld
Marriott Intl Inc New74$24.2K0.0%$1.25KHeld
American Elec Pwr Co Inc183$24K0.0%$2.89KHeld
Southwest Airls Co625$23.6K0.0%−$2.35KHeld
Bhp Group Ltd322$23.4K0.0%$3.98KHeld
Spdr Series Trust238$23.3K0.0%−$2.09KHeld
Guggenheim Taxable Municp Bo1.59K$23K0.0%−$666Held
Ishares Bitcoin Trust EtfIBIT590$22.7K0.0%−$6.63KHeld
Telus CorpTU1.69K$22.2K0.0%−$580Held
Fedex CorpFDX62$22.2K0.0%$4.17KHeld
Xcel Energy Inc277$22.2K0.0%$1.55KHeld
Spdr S&P 500 Etf Tr34$22.1K0.0%−$1.01KHeld
Liberty Media Corp Del246$20.9K0.0%−$3.32KHeld
Astrazeneca Plc OrdAZN106$20.9K0.0%$11.2KCut$1.42K
Ishares Tr339$20.9K0.0%−$1.17KHeld
Sempra208$20.3K0.0%$1.85KHeld
Bank New York Mellon Corp170$20.2K0.0%$432Held
Lloyds Banking Group Plc3.98K$20K0.0%−$1.07KHeld
Ishares Inc305$19.7K0.0%$211Held
United Rentals, Inc.URI27$19.7K0.0%−$2.18KHeld
Comcast Corp New668$19.2K0.0%−$789Held
Mercadolibre IncMELI11$19K0.0%−$3.14KHeld
Honeywell Intl Inc84$19K0.0%$2.6KHeld
Global X Fds747$18.8K0.0%−$4KHeld
Us Bancorp Del351$18.4K0.0%−$474Held
Disney Walt Co185$17.8K0.0%−$3.36KHeld
Intuit Inc.INTU41$17.7K0.0%−$9.43KHeld
Medtronic PlcMDT197$17.2K0.0%−$1.85KHeld
Ishares Tr394$17.2K0.0%$113Held
Ark Etf Tr642$17K0.0%−$1.64KHeld
Lyondellbasell Industries N205$16.5K0.0%$7.64KHeld
Group 1 Automotive IncGPI48$15.9K0.0%−$3.01KHeld
Silicon Laboratories Inc.SLAB76$15.8K0.0%$5.89KHeld
Regal Rexnord CorpRRX84$15.8K0.0%$3.94KHeld
Consolidated Edison IncED129$14.6K0.0%$1.79KHeld
Alliant Energy CorpLNT200$14.4K0.0%$1.35KHeld
Shopify Inc.SHOP120$14.2K0.0%−$5.08KHeld
Cameco CorpCCJ127$13.8K0.0%$2.17KHeld
Diageo Plc184$13.7K0.0%−$2.18KHeld
S&P Global Inc.SPGI32$13.6K0.0%−$3.11KHeld
Ishares Tr166$13.2K0.0%−$178Held
Post Hldgs Inc132$13.1K0.0%−$25Held
Las Vegas Sands CorpLVS233$12.6K0.0%−$2.61KHeld
Boston Scientific CorpBSX200$12.6K0.0%−$6.52KHeld
Crown Castle Inc.CCI148$12K0.0%−$1.12KHeld
Medpace Hldgs Inc25$12K0.0%−$2.04KHeld
Invesco Exchange Traded Fd T200$11.9K0.0%$520Held
Generac Hldgs Inc60$11.7K0.0%$3.54KHeld
Rambus Inc Del132$11.4K0.0%−$773Held
Mueller Inds Inc98$10.9K0.0%New
Nuscale Pwr Corp1K$10.8K0.0%−$1.67KAdded$3.75K
Cadence Design System Inc39$10.8K0.0%−$1.35KHeld
Gilead Sciences, Inc.GILD74$10.3K0.0%$1.23KHeld
Tmc The Metals Company Inc2.13K$9.93K0.0%−$3.19KHeld
DoorDash, Inc.DASH63$9.46K0.0%−$4.81KHeld
Transdigm Group IncTDG8$9.27K0.0%−$1.37KHeld
Calamos Strategic Total Retu500$8.56K0.0%−$1.1KHeld
Vanguard Scottsdale Fds50$8.36K0.0%$364Held
Magna Intl Inc146$8.15K0.0%$366Held
New Found Gold Corp.NFGC4K$7.76K0.0%−$4.12KHeld
Ishares Tr330$7.56K0.0%−$38Held
NIKE, Inc.NKE136$7.24K0.0%−$1.48KHeld
Spdr Series Trust110$7.17K0.0%$38Held
Quanta Svcs Inc13$7.14K0.0%$1.65KHeld
Acadia Healthcare Company In300$7.02K0.0%$2.76KHeld
Contango Ore IncCTGO371$6.96K0.0%New
Natera, Inc.NTRA34$6.8K0.0%−$989Held
Zscaler, Inc.ZS45$6.31K0.0%−$3.81KCut−$92.2K
Insmed IncINSM37$6.05K0.0%−$389Held
Norwegian Cruise Line Hldg L322$6.02K0.0%−$1.17KHeld
Lam Research CorpLRCX28$5.99K0.0%$1.19KHeld
Lauder Estee Cos Inc79$5.67K0.0%−$2.6KHeld
Symbotic Inc.SYM101$5.37K0.0%−$637Held
Visteon CorpVC58$5.28K0.0%−$232Held
Lithium Argentina AgLAR785$5.24K0.0%$864Held
Carnival Corp Ltd.CCL200$5.18K0.0%−$932Held
D R Horton Inc37$5.08K0.0%−$252Held
Mobileye Global Inc.MBLY726$4.99K0.0%−$2.59KHeld
Cloudflare, Inc.NET24$4.95K0.0%$220Held
Spdr S&P Midcap 400 Etf Tr8$4.95K0.0%$102Held
Arista Networks, Inc.ANET39$4.79K0.0%−$322Held
Ishares Tr19$4.71K0.0%$35Held
Joby Aviation Inc563$4.65K0.0%−$2.78KHeld
Celanese Corp Del70$4.6K0.0%$1.64KHeld
Trane Technologies PlcTT11$4.58K0.0%$303Held
Chubb Limited14$4.58K0.0%$194Held
Celsius Hldgs Inc127$4.51K0.0%−$1.3KHeld
Expedia Group, Inc.EXPE19$4.39K0.0%−$996Held
Ishares Tr48$4.34K0.0%$51Held
Vanguard World Fd25$4.33K0.0%New
Marvell Technology, Inc.MRVL42$4.16K0.0%$591Held
IsoEnergy Ltd.ISOU374$3.94K0.0%$539Held
Omnicom Group Inc.OMC49$3.73K0.0%−$267Held
Twilio IncTWLO29$3.65K0.0%−$476Held
Carvana Co.CVNA11$3.46K0.0%−$1.18KHeld
Northrop Grumman Corp5$3.41K0.0%$560Held
Millrose Pptys Inc121$3.39K0.0%−$226Held
Itron, Inc.ITRI37$3.32K0.0%−$120Held
Paypal Hldgs Inc73$3.3K0.0%−$960Held
Ishares Tr17$3.26K0.0%−$116Held
Eqt CorpEQT50$3.18K0.0%$502Held
Lithium Amers Corp New792$3.13K0.0%−$325Held
Planet Fitness, Inc.PLNT42$3.12K0.0%−$1.43KHeld
Magnum Ice Cream Co Nv208$3.11K0.0%−$187Held
Five Point Holdings, LLCFPH621$3.01K0.0%−$465Held
Ishares Inc42$2.93K0.0%$107Held
Hims & Hers Health, Inc.HIMS140$2.91K0.0%−$1.64KHeld
Skyworks Solutions, Inc.SWKS54$2.89K0.0%−$532Held
Edwards Lifesciences CorpEW36$2.88K0.0%−$186Held
Crispr Therapeutics AgCRSP59$2.81K0.0%−$287Held
Cvs Health CorpCVS39$2.8K0.0%−$294Held
Ecolab Inc.ECL10$2.67K0.0%$35Held
Western Copper & Gold CorpWRN1K$2.53K0.0%−$140Held
Spdr Series Trust75$2.52K0.0%−$20Held
American Wtr Wks Co Inc New18$2.45K0.0%$101Held
Hubspot IncHUBS10$2.44K0.0%−$1.57KHeld
Liberty Broadband Corp48$2.41K0.0%$81Held
Innodata IncINOD62$2.39K0.0%−$765Held
Vaneck Etf Trust83$2.39K0.0%−$309Held
Vanguard Intl Equity Index F31$2.33K0.0%$48Held
Range Res Corp50$2.26K0.0%$496Held
Vanguard Scottsdale Fds24$2.25K0.0%$35Held
Enbridge Inc41$2.22K0.0%$259Held
Hecla Mng Co116$2.16K0.0%−$65Held
Sea LtdSE26$2.15K0.0%−$1.16KHeld
Ishares Tr21$2.15K0.0%−$6Held
Goodrx Hldgs Inc1.06K$2.08K0.0%−$795Held
Elevance Health Inc Formerly7$2.05K0.0%−$405Held
Fox Factory Hldg Corp122$2.01K0.0%−$79Held
Invesco Exch Traded Fd Tr Ii36$1.82K0.0%$63Held
Tyson Foods, Inc.TSN28$1.79K0.0%$153Held
Vaneck Etf Trust13$1.73K0.0%New
Constellation Brands, Inc.STZ11$1.65K0.0%$132Held
Vanguard Index Fds18$1.6K0.0%$4Held
Solstice Advanced Matls Inc20$1.52K0.0%$551Held
Vanguard Malvern Fds30$1.5K0.0%$15Held
Ark Etf Tr50$1.47K0.0%$19Held
CARRIER GLOBAL CorpCARR25$1.41K0.0%$87Held
Veralto CorpVLTO15$1.33K0.0%−$171Held
Invesco Actvely Mngd Etc Fd76$1.32K0.0%$309Held
Illumina, Inc.ILMN10$1.23K0.0%−$79Held
Ballard Pwr Sys Inc New500$1.21K0.0%−$60Held
Ishares Tr17$1.14K0.0%$96Held
Draftkings Inc New51$1.1K0.0%−$654Held
Unity Software Inc.U50$1.1K0.0%−$1.11KHeld
Ishares Tr16$1.08K0.0%$24Held
monday.com Ltd.MNDY15$1.04K0.0%−$1.18KHeld
CareCloud, Inc.CCLD281$1.03K0.0%$205Held
International Flavors&Fragra13$9480.0%$67Held
Otis Worldwide CorpOTIS12$9250.0%−$123Held
Archer Aviation Inc174$9000.0%−$408Held
Versant Media Group, Inc.VSNT24$8880.0%New
Ishares Tr12$8400.0%$37Held
Lincoln Natl Corp Ind23$8170.0%−$207Held
Doximity, Inc.DOCS31$7220.0%−$651Held
Moderna, Inc.MRNA14$7110.0%$298Held
Qnity Electronics, Inc.Q6$6920.0%$202Held
DuPont de Nemours, Inc.DD13$5950.0%$72Held
Digital Rlty Tr Inc3$5410.0%$73Held
GXO Logistics, Inc.GXO10$5190.0%−$7Held
Toast, Inc.TOST16$4240.0%−$144Held
Gci Liberty Inc9$3350.0%$0Held
Upstart Hldgs Inc12$3080.0%−$217Held
Klaviyo, Inc.KVYO15$2920.0%−$195Held
Trump Media & Technology Gro30$2780.0%−$119Held
PENN Entertainment, Inc.PENN18$2710.0%$5Held
Atomera IncATOM64$2440.0%$103Held
Hershey CoHSY1$2080.0%$26Held
Plug Power IncPLUG92$2080.0%$27Held
Fortrea Hldgs Inc20$1880.0%−$157Held
Accuray IncARAY479$1860.0%−$209Held
Organon & Co.OGN28$1680.0%−$33Held
GRAIL, Inc.GRAL3$1550.0%−$102Held
C3.ai, Inc.AI17$1430.0%−$86Held
Johnson Outdoors IncJOUT1$470.0%$5Held
Kyndryl Hldgs Inc3$390.0%−$41Held
Citius Pharmaceuticals, Inc.CTXR42$380.0%$5Held
Camping World Hldgs Inc1$70.0%−$3Held

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.