13F

Investor

Formidable Asset Management, LLC

CIK 0001592613 · filed 2026-04-22 · SEC filing

13F book

$647.7M

Positions

381

21 new · 34 sold

Largest name

7.6%

Apple Inc. · AAPL

Est. mark

−$3.18M

Price effect on 360 names still held. Flow −$36.4M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL180.5K$49.1M7.6%$3.11MCut−$859.5K
Procter And Gamble CoPG255.6K$36.6M5.7%−$2.64MCut−$7.09M
Nvidia CorpNVDA142.6K$26.5M4.1%−$82KCut−$215.8K
Microsoft CorpMSFT46.7K$22.3M3.4%−$1.86MCut−$2.47M
Etf Opportunities Trust639.9K$19.5M3.0%−$10.2KCut−$1.17M
Meta Platforms, Inc.META28.9K$18.9M2.9%−$2.02MAdded−$694.5K
Etf Opportunities Trust738.9K$17.8M2.7%−$1.12MCut−$2.41M
Alphabet Inc41.6K$13M2.0%$2.79MCut$2.45M
Eli Lilly & CoLLY12K$12.9M2.0%$3.73MCut$3.68M
Amazon Com IncAMZN38.9K$8.97M1.4%$437.3KCut$341.8K
Alibaba Group Hldg Ltd60.4K$8.86M1.4%−$1.57MAdded$141.3K
Tesla, Inc.TSLA19.6K$8.8M1.4%$95.9KAdded$266.3K
Jpmorgan Chase & Co.26.9K$8.67M1.3%$182.5KAdded$197K
Eaton Vance Tax-Managed Glob843.4K$8.04M1.2%$362.7KCut−$301K
Alphabet Inc25.6K$8.01M1.2%$1.79MCut$1.74M
Ishares Tr35.8K$7.12M1.1%$147.6KCut−$987.7K
Gamco Global Gold Nat Res &1.38M$7.1M1.1%$6.88KCut−$288.4K
Broadcom Inc.AVGO18.8K$6.5M1.0%$304.1KCut−$269.3K
J P Morgan Exchange Traded F66.7K$6.19M1.0%−$60.8KAdded$198.7K
Chemed Corp New14.4K$6.12M0.9%−$328.8KCut−$1.37M
Johnson & JohnsonJNJ26.9K$5.64M0.9%$612KCut$373.3K
J P Morgan Exchange Traded F110.6K$5.6M0.9%−$15.5KCut−$417K
Berkshire Hathaway Inc Del10.5K$5.29M0.8%−$928Added$106.6K
Nextera Energy Inc62.9K$5.05M0.8%$301.2KCut$232.8K
Exxon Mobil Corp40K$4.81M0.7%$303.5KCut−$1.02M
Blackrock Esg Cap Allc Term301.9K$4.64M0.7%−$301.5KAdded−$204.2K
Vanguard Specialized Funds20.2K$4.44M0.7%$79.9KAdded$119.2K
International Business Machs15K$4.43M0.7%$206.9KAdded$277.1K
Visa Inc.V12.2K$4.28M0.7%$113.7KCut$103.1K
Rbb Fd Inc76.9K$3.84M0.6%−$9.23KCut−$622.6K
Acacia Resh Corp838.9K$3.73M0.6%$740.4KCut$626.6K
Flux Pwr Hldgs Inc2.86M$3.52M0.5%−$5.94MCut−$6.87M
Home Depot, Inc.HD10.2K$3.52M0.5%−$624.4KCut−$1.01M
Walmart Inc.WMT31.1K$3.47M0.5%$260.1KCut$229.4K
Mcdonalds CorpMCD11.3K$3.44M0.5%$19.7KAdded$22.5K
Chevron Corp NewCVX22.5K$3.43M0.5%−$64.7KCut−$615.7K
Pepsico IncPEP23K$3.3M0.5%$70.9KCut−$355.2K
Wisdomtree Tr55K$3.22M0.5%$36KAdded$1.65M
Adobe Inc.ADBE9.76K$3.17M0.5%−$262.1KCut−$630.4K
Asml Holding N V2.84K$3.04M0.5%$289.5KCut$239.2K
First Tr Exchange-Traded Fd77.7K$2.98M0.5%$23.3KCut−$198.2K
Eaton Vance Tax Advt Div Inc113.7K$2.86M0.4%$83KCut−$376.3K
Crowdstrike Hldgs Inc6.07K$2.84M0.4%−$118.2KAdded$162.6K
Oracle Corp14.6K$2.84M0.4%−$1.18MAdded−$986.8K
Abrdn Life Sciences Investor158.4K$2.66M0.4%$158KAdded$727.6K
Ishares Tr22.9K$2.52M0.4%−$2.33KAdded$1.76M
Ishares Tr3.6K$2.46M0.4%$55.3KAdded$97.1K
Verizon Communications IncVZ58.2K$2.37M0.4%−$187.3KCut−$314.5K
Viking Therapeutics, Inc.VKTX67.9K$2.36M0.4%$503.2KCut$448.4K
Bank America Corp41.9K$2.3M0.4%$142.8KCut$82.8K
Newmont Corp23K$2.3M0.4%$357.7KCut$293.8K
Ishares Tr23.2K$2.23M0.3%−$6.75KAdded$84.4K
Wisdomtree Tr43.1K$2.22M0.3%$105.7KCut−$428.8K
Expedia Group, Inc.EXPE7.79K$2.21M0.3%$541.8KCut$484.1K
AbbVie Inc.ABBV9.63K$2.2M0.3%−$29.4KCut−$166.5K
Ishares Tr17.8K$2.17M0.3%−$15KCut−$128.2K
Altria Group, Inc.MO37.6K$2.17M0.3%−$291.4KAdded−$125K
Taiwan Semiconductor Mfg Ltd7.04K$2.14M0.3%$173.3KCut$166K
Republic Bancorp Inc /Ky/RBCAA31K$2.14M0.3%−$100.3KAdded−$86.7K
Qualcomm Inc12.4K$2.12M0.3%$58.1KCut−$245.4K
Ishares Tr24.2K$2.11M0.3%−$53.5KCut−$83.6K
General Dynamics CorpGD5.9K$1.99M0.3%−$25.4KCut−$121.9K
Mastercard IncMA3.43K$1.96M0.3%$7.19KHeld
Palantir Technologies Inc.PLTR10.9K$1.93M0.3%−$38.2KAdded$437.8K
Rbb Fd Inc38.4K$1.93M0.3%−$4.02KAdded$90.7K
Vanguard Whitehall Fds13.2K$1.9M0.3%$33.9KCut−$51.7K
Advanced Micro Devices IncAMD8.84K$1.89M0.3%$463.2KCut−$2.38M
Royalty Pharma PLCRPRX44K$1.87M0.3%$239.6KCut−$197.9K
Accenture Plc Ireland6.8K$1.83M0.3%$147.6KCut$77.4K
Booking Holdings Inc.BKNG331$1.77M0.3%−$14.5KAdded−$9.14K
Spdr S&P 500 Etf Tr2.58K$1.76M0.3%$40.3KAdded$57.4K
Deere & CoDE3.72K$1.73M0.3%$30.8KCut−$42.8K
Global X Fds112.6K$1.72M0.3%$28.2KCut$20.2K
Amgen IncAMGN5.2K$1.7M0.3%$234.5KCut$194.2K
Talen Energy CorpTLN4.64K$1.68M0.3%−$187.6KAdded$279.1K
Uber Technologies, IncUBER20.5K$1.67M0.3%−$333.2KCut−$520.9K
Ge Aerospace5.37K$1.65M0.3%$38.8KCut−$270.4K
Union Pac Corp6.92K$1.6M0.2%−$34.8KCut−$78.8K
Lithium Argentina AgLAR268.9K$1.58M0.2%$357.8KCut$145.8K
Eaton Vance Tax-Advantaged G51.9K$1.57M0.2%$144.7KCut$69.2K
First Tr Exchange-Traded Fd35.3K$1.56M0.2%$32.8KCut$6.33K
Tidal Trust Iii81.5K$1.53M0.2%−$38.6KAdded$98.6K
Goldman Sachs Group Inc1.74K$1.53M0.2%$143.2KCut$24.5K
Jd.Com Inc53.2K$1.53M0.2%−$334KCut−$552.6K
Paypal Hldgs Inc25.9K$1.51M0.2%−$223.4KAdded−$211.4K
T Rowe Price Etf Inc33.5K$1.51M0.2%$33.9KCut−$792.6K
Vertiv Holdings CoVRT8.79K$1.42M0.2%$98.1KCut$74.2K
Ishares Tr11.4K$1.4M0.2%$26.6KAdded$137.5K
Eaton Corp PlcETN4.3K$1.37M0.2%−$239.6KHeld
Wells Fargo Co New14.5K$1.35M0.2%$119.2KAdded$287.6K
Eog Res Inc12.8K$1.35M0.2%−$91.4KCut−$180.4K
Chubb Limited4.24K$1.32M0.2%$126.3KCut$110.8K
Unitedhealth Group IncUNH3.98K$1.32M0.2%−$60.5KCut−$145.8K
Netflix IncNFLX14K$1.31M0.2%−$1.47MAdded−$289.6K
Invesco Qqq Tr2.12K$1.3M0.2%$26.5KAdded$160.4K
Spdr Series Trust5.3K$1.28M0.2%$23.6KAdded$394.6K
Vaneck Etf Trust14.8K$1.27M0.2%$139.1KCut$42.6K
Pfizer IncPFE51.1K$1.27M0.2%−$26.9KAdded$88.4K
Spdr Index Shs Fds27K$1.27M0.2%−$36Added$132.9K
Stock Yds Bancorp Inc19.4K$1.26M0.2%−$97.9KCut−$393.8K
Nextera Energy Inc25.9K$1.26M0.2%$39.4KAdded$88K
Ww Grainger Inc1.24K$1.25M0.2%$69.7KCut−$96.2K
Us Bancorp Del23.4K$1.25M0.2%$116.6KAdded$126.6K
Salesforce, Inc.CRM4.69K$1.24M0.2%$127.4KAdded$160.3K
Vanguard Whitehall Fds13.5K$1.24M0.2%$25.2KAdded$35.8K
Raymond James Finl Inc7.62K$1.22M0.2%−$91.5KAdded−$91.2K
Ishares Tr14.6K$1.21M0.2%−$580Added$862.8K
Cisco Sys Inc15.6K$1.2M0.2%$134.6KCut$56.7K
Merck & Co., Inc.MRK11.3K$1.19M0.2%$240.4KCut$201.5K
Duke Energy Corp New10.1K$1.18M0.2%−$66KCut−$66.4K
Applied Matls Inc4.59K$1.18M0.2%$239.7KCut−$678.5K
Honeywell Intl Inc6.04K$1.18M0.2%−$81.5KAdded$63.4K
Costco Whsl Corp New1.36K$1.17M0.2%−$86.1KCut−$96.2K
Merchants Bancorp Ind34.4K$1.17M0.2%$77.7KHeld
Tjx Cos Inc New7.57K$1.16M0.2%$68.6KCut$43.9K
ServiceNow, Inc.NOW11K$1.15M0.2%−$367.3KAdded$355.4K
Dimensional Etf Trust33.6K$1.15M0.2%$42.7KAdded$76.8K
World Gold Tr13.4K$1.14M0.2%$119.5KCut$76.5K
Vanguard Whitehall Fds12.4K$1.12M0.2%$64.6KAdded$89.9K
Marathon Pete Corp6.86K$1.12M0.2%−$206.7KCut−$209.9K
Pnc Finl Svcs Group Inc5.32K$1.11M0.2%$41.4KCut−$13.3K
Abbott LabsABT8.8K$1.1M0.2%−$76.1KCut−$169.8K
Fastenal CoFAST23.7K$1.1M0.2%$106.1KAdded$421.7K
Blackrock Science & Technolo48.5K$1.1M0.2%$20.5KAdded$86.8K
Starbucks CorpSBUX13K$1.09M0.2%−$4.8KAdded$59.2K
Tidal Trust Iii58.6K$1.06M0.2%−$42KAdded$486.1K
RTX CorpRTX5.75K$1.06M0.2%$92.5KCut$14.9K
Blackrock Energy & Res Tr77.7K$1.05M0.2%−$2.23KAdded$43.3K
Gsk Plc21.3K$1.04M0.2%$125.3KCut$72.3K
Williams Sonoma IncWSM5.67K$1.01M0.2%−$95.6KCut−$289.7K
Ishares Tr8.41K$1.01M0.2%$11.4KCut$11.1K
Synchrony Financial12K$1M0.2%$137.7KAdded$213.2K
Palo Alto Networks IncPANW5.29K$974.8K0.1%−$102.8KCut−$119.1K
Spdr Gold Tr2.41K$954.7K0.1%$98.4KCut$30.1K
Nrg Energy, Inc.NRG5.99K$953.8K0.1%−$15.3KAdded$36.7K
Advent Conv & Income Fd75.2K$943.1K0.1%−$18.8KCut−$199.3K
D R Horton Inc6.52K$939.2K0.1%−$165.9KAdded−$165.8K
Invesco Exch Traded Fd Tr Ii19.1K$935.6K0.1%$10.7KAdded$546.3K
Blackrock Cap Allocation Ter65.9K$933.4K0.1%New
First Tr Exchng Traded Fd Vi46.9K$932.8K0.1%$2.35KCut−$8.38K
Canadian Pacific Kansas City12.5K$921.4K0.1%−$10.8KCut−$215.4K
GE Vernova Inc.GEV1.4K$915.3K0.1%$54.2KCut−$54.7K
Zoetis Inc.ZTS7.17K$902.6K0.1%−$138.6KAdded−$87.2K
Cincinnati Finl Corp5.51K$900.3K0.1%$28.8KCut$19.3K
Philip Morris Intl Inc5.6K$898.9K0.1%−$9.69KAdded$22.9K
Henry Jack & Assoc Inc5.36K$892.5K0.1%−$16.7KCut−$88K
Vertex Pharmaceuticals Inc1.97K$885.2K0.1%$35.8KAdded$62.3K
Allstate Corp4.24K$881.7K0.1%−$27.5KCut−$33.5K
Grayscale Ethereum Mini Tr E31.4K$880.6K0.1%−$349KCut−$434.2K
First Tr Exchange-Traded Fd19K$876.6K0.1%−$3.04KHeld
Cambria Etf Tr22.8K$872.3K0.1%$24KAdded$82K
F5, Inc.FFIV3K$867.7K0.1%$102.2KCut$74.9K
Pan Amern Silver Corp15.8K$863.5K0.1%$44.6KHeld
Interactive Brokers Group In12.8K$860.2K0.1%$35.4KCut$5.95K
Dell Technologies Inc.DELL6.75K$849.4K0.1%−$107.2KCut−$1.77M
Vanguard Index Fds1.35K$845.4K0.1%$17.7KAdded$122.5K
Oneok Inc /New/OKE11.2K$826.6K0.1%$5.96KHeld
Automatic Data Processing In3.54K$823.7K0.1%−$156KCut−$171.8K
Brookfield Infrast Partners22.6K$817.5K0.1%$31.2KHeld
Bank New York Mellon Corp7K$812.4K0.1%$49.9KCut−$143.2K
Ishares Bitcoin Trust EtfIBIT16.3K$810.9K0.1%−$250.7KCut−$683.7K
Lowes Cos Inc3.31K$798.6K0.1%−$33.5KAdded−$26.8K
Blackrock Etf Trust Ii24K$794.3K0.1%$8.41KCut−$36.8K
Coca Cola CoKO11.3K$791.3K0.1%$40.6KCut−$102.3K
Autodesk, Inc.ADSK2.65K$785.9K0.1%−$51.9KAdded$24.5K
BlackRock, Inc.BLK732$783.5K0.1%−$69.9KHeld
NIKE, Inc.NKE12.3K$781.1K0.1%−$73.8KCut−$420.6K
Royal Gold IncRGLD3.02K$768.8K0.1%$97.3KHeld
Berkshire Hathaway Inc Del1$754.8K0.1%$600Held
Caterpillar IncCAT1.31K$749.5K0.1%$122.8KAdded$137.7K
Air Prods & Chems Inc2.99K$737.6K0.1%−$76.8KCut−$270.2K
Arista Networks, Inc.ANET5.63K$737K0.1%−$79.6KAdded−$53.4K
Grayscale Bitcoin Trust EtfGBTC10.8K$735.9K0.1%−$230.5KCut−$344.9K
Emerson Elec Co5.52K$732.5K0.1%$8.57KCut−$4.42K
Eaton Vance Natl Mun Opport42.7K$721.8K0.1%$8.53KAdded$195.9K
Texas Roadhouse, Inc.TXRH4.34K$718.1K0.1%−$2.04KCut−$14.5K
Etf Ser Solutions14K$716K0.1%$3.43KCut−$54.1K
Realty Income CorpO12.7K$714.5K0.1%New
Suncor Energy Inc New16K$709.9K0.1%$40.4KAdded$48K
Alliancebernstein Hldg L P18K$692.9K0.1%$4.68KCut−$3.12K
Snap-on IncSNA1.9K$691.6K0.1%$35.5KCut$12K
Fifth Third Bancorp14.8K$691.2K0.1%$33.4KHeld
EMCOR Group, Inc.EME934$689.6K0.1%$118.2KCut$98K
Blackrock Etf Trust20.4K$678.1K0.1%New
Alliance Resource Partners L24.5K$677.6K0.1%$108.3KHeld
Kroger CoKR10.8K$673.2K0.1%−$53.1KCut−$77.7K
Regeneron Pharmaceuticals, Inc.REGN847$654.4K0.1%$652Cut−$22.5K
Hershey CoHSY3.6K$654.3K0.1%−$18.2KCut−$31.7K
Monster Beverage Corp New8.99K$651.7K0.1%−$37.9KCut−$62.5K
Strategy Inc4.16K$631.4K0.1%−$206.9KAdded$239.9K
Ishares Tr2.53K$623.5K0.1%$10.6KCut−$199.9K
Rivian Automotive Inc31.5K$620.7K0.1%New
Dimensional Etf Trust12.4K$618.9K0.1%$46.9KCut$10.9K
Grayscale Ethereum Trust Etf25.3K$617.7K0.1%−$250.9KCut−$287.8K
Ishares Tr1.3K$617.7K0.1%$6.38KCut−$5.8K
Synopsys IncSNPS1.54K$611.4K0.1%−$112.9KCut−$138.8K
Ross Stores, Inc.ROST3.39K$610.9K0.1%$94.1KCut$40.2K
United Therapeutics Corp Del1.02K$607.2K0.1%$108.3KCut$90.7K
First Tr Exchange Traded Fd29.5K$606.3K0.1%$25KAdded$25.7K
Reliance, Inc.RS1.99K$605.4K0.1%$30KCut$9.47K
Graco IncGGG7.03K$594.9K0.1%$18.8KCut−$1.74K
First Tr Exchange-Traded Fd6.39K$591.3K0.1%−$7.21KAdded−$6.93K
Lockheed Martin CorpLMT1.21K$582.8K0.1%−$18.7KHeld
J P Morgan Exchange Traded F10.1K$578.5K0.1%$1.43KCut−$39.6K
Slb Limited/NvSLB15.1K$578.4K0.1%$60.4KCut$45.4K
Norfolk Southn Corp1.98K$571.6K0.1%−$23.1KCut−$212.7K
Gaming & Leisure Pptys Inc12.9K$571.4K0.1%−$4.12KCut−$24.6K
Nuveen Dow 30 Dynmc Overwrt37.4K$570.3K0.1%$13.8KHeld
Disney Walt Co5.01K$569.5K0.1%−$3.65KCut−$11K
Pulte Group Inc4.79K$562.8K0.1%$1.68KCut−$18.3K
Cronos Group Inc.CRON213.7K$562K0.1%−$32.1KCut−$71.1K
Ishares Tr5.85K$561.8K0.1%$15.6KCut−$197K
Public Storage Oper Co2.06K$558.8K0.1%$7.8KCut−$210.9K
Central Secs Corp11K$557.3K0.1%−$6.71KAdded$35K
S&P Global Inc.SPGI1.31K$556.8K0.1%−$127.3KCut−$151.3K
Fidelity Covington Trust13.2K$551.4K0.1%New
Cme Group Inc.CME2.02K$551.2K0.1%$5.99KCut−$4.82K
Genpact Limited14.7K$549.1K0.1%−$140.5KHeld
Ea Series Trust4.73K$544K0.1%$5.86KCut−$5.41K
First Tr Exchange-Traded Fd20.6K$541.5K0.1%$8.05KCut$4.82K
Church & Dwight Co Inc6.41K$537.3K0.1%−$24.2KCut−$151.7K
First Tr Exch Trd Alphdx Fd19.4K$529.7K0.1%$4.85KAdded$4.93K
Willis Towers Watson PlcWTW1.59K$521.8K0.1%−$26.8KCut−$111K
British Amern Tob Plc9.21K$521.6K0.1%$32.6KCut−$4.25K
Southern Co5.92K$516.6K0.1%−$44.8KHeld
Ishares Ethereum Tr22.9K$512.9K0.1%−$207.6KCut−$270.5K
Linde PlcLIN1.2K$510.4K0.1%−$58.2KCut−$62.9K
Waste Mgmt Inc Del2.32K$509.1K0.1%−$2.6KHeld
Leidos Holdings, Inc.LDOS2.81K$506.1K0.1%−$24KHeld
Invesco Exch Traded Fd Tr Ii9.5K$494.1K0.1%−$66.6KCut−$107.8K
Vanguard Intl Equity Index F3.5K$493.7K0.1%$11.4KHeld
Boeing Co2.26K$491.4K0.1%$2.92KCut−$18.7K
Generac Hldgs Inc2.51K$491.1K0.1%$148.2KHeld
Bristol-Myers Squibb Co9.04K$487.4K0.1%$79.8KAdded$80.1K
Eaton Vance Tax-Managed Dive31.3K$479.4K0.1%−$17.5KHeld
Lithium Amers Corp New116.8K$477K0.1%−$128.3KCut−$565.5K
Viper Energy, Inc.VNOM10.1K$474.9K0.1%$84.5KHeld
At&T Inc19.1K$473.4K0.1%−$64.8KCut−$72.2K
Target CorpTGT4.83K$471.8K0.1%$38.8KCut−$319.3K
Corcept Therapeutics IncCORT11.7K$470.9K0.1%$34.3KAdded$254K
Cintas CorpCTAS2.47K$464.7K0.1%−$42.5KHeld
Plains Gp Hldgs L P19.1K$464.2K0.1%$98.3KHeld
Grayscale Coindesk Crypto11.2K$461.5K0.1%−$162.8KCut−$1.21M
Alps Etf Tr9.72K$457.3K0.1%$876Cut−$21.4K
Coterra Energy Inc13K$457K0.1%$114.7KCut−$81.7K
Kkr & Co Inc8.7K$451K0.1%−$4.13KAdded$27K
Enterprise Prods Partners L14K$450.2K0.1%$11.1KAdded$12.6K
Nomad Foods LtdNOMD45.4K$435.8K0.1%−$131.5KHeld
Blackstone Inc.BX2.76K$426K0.1%−$40.2KAdded$14.6K
Spdr Series Trust7K$424.8K0.1%$8.89KHeld
HUYA Inc.HUYA146K$420.5K0.1%−$65.7KCut−$442.2K
American Express CoAXP1.12K$415.5K0.1%$42.4KHeld
Wisdomtree Tr2.84K$409.7K0.1%$45.8KCut$32.7K
Delta Air Lines Inc DelDAL5.88K$408.2K0.1%$74.4KCut$34.7K
Lam Research CorpLRCX2.38K$407.8K0.1%$86.1KAdded$98.4K
Select Sector Spdr Tr7.43K$407.1K0.1%$6.69KCut−$34.1K
Ishares Tr5.85K$406K0.1%$7.84KHeld
Motorola Solutions, Inc.MSI1.06K$404.7K0.1%−$78.1KHeld
Veeva Sys Inc2.29K$402.3K0.1%New
Aptiv PlcAPTV5.78K$401.4K0.1%−$38.4KHeld
Ishares Tr9.16K$400.9K0.1%$14.6KAdded$15K
Power Solutions Intl Inc6.58K$400.7K0.1%New
Epr Pptys7.89K$394.2K0.1%$473Held
Qualys, Inc.QLYS2.95K$392.3K0.1%$1.68KCut−$38.8K
Csx CorpCSX10.8K$391.9K0.1%$8.01KAdded$8.05K
Micron Technology IncMU1.37K$391K0.1%$161.8KCut−$799K
Cognizant Technology Solutio6.34K$389.1K0.1%−$137.3KCut−$156.1K
United Parcel Service IncUPS3.91K$388K0.1%$61.2KCut$53.1K
Intuit Inc.INTU897$387.8K0.1%−$206.3KCut−$227.5K
Eaton Vance Enhanced Equity16.5K$385.7K0.1%−$8.57KHeld
Atour Lifestyle Hldgs Ltd10.4K$384.2K0.1%New
Crispr Therapeutics AgCRSP7.3K$382.7K0.1%−$45.1KAdded$146.3K
InterDigital, Inc.IDCC1.2K$382.1K0.1%−$32.2KHeld
Texas Pacific Land Corporati803$381.1K0.1%$150.4KCut−$143.7K
Patria Investments Limited30.1K$379.8K0.1%−$99.2KHeld
Itron, Inc.ITRI4.22K$378.2K0.1%−$13.6KHeld
Kraneshares Trust11K$376K0.1%−$87.9KCut−$193.8K
Becton Dickinson & CoBDX1.93K$374.4K0.1%$13.3KCut−$130.8K
Bondbloxx Etf Trust7.45K$369.2K0.1%−$932Added−$882
Ishares Inc5.46K$367.4K0.1%$7.1KCut$3.48K
Eaton Vance Tx Adv Glbl Div15.7K$363.4K0.1%$31KCut$26.1K
Valero Energy Corp2.21K$360.1K0.1%−$16.5KHeld
Spdr Series Trust5.5K$356.5K0.1%$8.31KHeld
National Grid Plc4.6K$355.7K0.1%$21.5KHeld
Truist Finl Corp7.18K$353.5K0.1%$25.1KHeld
Mid-Amer Apt Cmntys Inc2.53K$352.1K0.1%−$1.96KCut−$30.5K
Amentum Holdings, Inc.AMTM13.5K$351.4K0.1%−$20.9KAdded$143.6K
Docusign, Inc.DOCU7.38K$350.1K0.1%−$102.3KAdded$16.7K
American Finl Group Inc Ohio2.56K$349.9K0.1%−$23.1KHeld
First Tr Exchange-Traded Fd1.69K$348.8K0.1%$33KAdded$131.5K
Erie Indty Co1.39K$348.1K0.1%−$48.9KCut−$63K
CoreCivic, Inc.CXW18.3K$347K0.1%−$3.67KHeld
Global Pmts Inc5.13K$345K0.1%−$51.8KHeld
Mplx Lp6.43K$343.3K0.1%$22KCut−$35.3K
Kkr & Co Inc2.68K$341.8K0.1%−$5.78KAdded$37.6K
3M COMMM2.12K$340.1K0.1%$10.5KCut−$307.3K
American Tower Corp New1.94K$339.8K0.1%−$32.4KCut−$724.9K
Novartis Ag2.46K$339.2K0.1%$23.7KCut$12.1K
Stifel Finl Corp2.7K$338.1K0.1%$31.7KHeld
Baker Hughes Company7.42K$337.9K0.1%−$23.4KAdded−$19.8K
Petmed Express IncPETS105.2K$336.6K0.1%$64.2KAdded$103.1K
First Tr Exchange Traded Fd3.47K$335.8K0.1%New
Direxion Shs Etf Tr17.4K$332.2K0.1%−$34.8KCut−$552.2K
Sysco CorpSYY4.5K$331.6K0.1%−$38.9KCut−$656.4K
Enbridge Inc6.87K$328.5K0.1%−$18.1KHeld
Aerovironment IncAVAV1.35K$326.6K0.1%−$58.4KAdded$74.6K
Mercadolibre IncMELI160$322.3K0.1%−$51.6KHeld
First Tr Exchange Traded Fd4.64K$322.1K0.1%$8.92KAdded$50.6K
Bio-Techne CorpTECH5.47K$321.4K0.1%$17.4KCut−$22.4K
Martin Marietta Matls Inc515$320.9K0.1%−$3.86KHeld
Nice Ltd2.86K$315.8K0.0%−$7.96KHeld
Ishares Tr3.49K$312.5K0.0%$7.54KAdded$7.72K
First Solar, Inc.FSLR1.56K$307.9K0.0%−$99.9KHeld
Labcorp Holdings Inc.LH1.22K$307.1K0.0%−$44.3KHeld
Royal Caribbean Group1.1K$306.8K0.0%−$49.1KHeld
Mastec IncMTZ1.4K$303.9K0.0%New
Ishares Tr3.15K$303.3K0.0%−$882Cut−$1.85K
Ares Capital CorpARCC14.7K$298.1K0.0%−$2.65KCut−$195.7K
First Tr Exch Trd Alphdx Fd3.75K$297.5K0.0%$15.3KHeld
Spdr Series Trust3.6K$296.7K0.0%$6.65KCut$605
Spdr Series Trust3.22K$294.5K0.0%−$1.19KHeld
L3harris Technologies Inc998$293K0.0%−$11.2KAdded$4.68K
Medtronic PlcMDT3.04K$291.6K0.0%$2.49KHeld
Knight-Swift Transn Hldgs In5.57K$291.4K0.0%$71.2KCut$41K
Trane Technologies PlcTT739$287.5K0.0%−$24.4KCut−$37.1K
Tractor Supply Co5.71K$285.3K0.0%−$39.1KCut−$52.2K
Pearson Plc21.6K$283.4K0.0%−$19.6KHeld
Ishares Tr1.35K$283.1K0.0%$9.09KCut−$7K
First Tr Exchange Traded Fd4.48K$281.6K0.0%$4.48KCut−$2.89K
Vanguard Index Fds1.47K$281.2K0.0%$6.7KAdded$8.23K
Marketwise, Inc.MKTW15K$280.8K0.0%$55.5KHeld
ConocophillipsCOP2.98K$278.5K0.0%−$2.97KCut−$41.2K
Spdr Series Trust1.99K$277.1K0.0%−$1.77KHeld
American Wtr Wks Co Inc New2.12K$276.5K0.0%−$18.5KCut−$29.5K
Eversource EnergyES4.05K$272.9K0.0%−$15.4KCut−$29.6K
Airbnb, Inc.ABNB2.01K$272.3K0.0%$28.7KCut−$53.3K
Organigram Global Inc.OGI156.7K$263.3K0.0%−$50.5KAdded−$29.3K
Intel CorpINTC7.1K$262.1K0.0%$23.8KCut−$529.8K
Nucor CorpNUE1.6K$261.5K0.0%$44.4KHeld
Starwood Ppty Tr Inc14.4K$258.8K0.0%−$19.6KCut−$82K
Rbb Fd Inc5.1K$253.3K0.0%−$1.99KCut−$111.6K
Republic Svcs Inc1.19K$253K0.0%−$20.9KAdded−$20.7K
Gilead Sciences, Inc.GILD2.06K$252.6K0.0%$24.2KCut$18.2K
Eaton Vance Risk-Managed Div28.4K$250.2K0.0%−$4.8KAdded−$3.64K
Thermo Fisher Scientific Inc.TMO425$246.3K0.0%$40.1KHeld
Aflac IncAFL2.21K$244.1K0.0%−$3.16KCut−$48.6K
Shopify Inc.SHOP1.52K$244K0.0%$18.7KCut$11.3K
T Rowe Price Etf Inc4.7K$241.4K0.0%−$239Cut−$290
Te Connectivity PlcTEL1.03K$235K0.0%$8.24KHeld
Novo-Nordisk A S4.6K$233.9K0.0%−$21.2KCut−$193K
Oklo Inc.OKLO3.23K$232.1K0.0%−$128.9KCut−$140.1K
Illinois Tool Wks Inc926$228.1K0.0%−$13.4KCut−$16.8K
Spdr Index Shs Fds5.07K$225.1K0.0%$8.2KCut−$14.2K
Invesco Exchange Traded Fd T3K$222.3K0.0%−$2.7KCut−$5.39K
Camden Ppty Tr2K$220.1K0.0%$6.6KHeld
Freeport-Mcmoran IncFCX4.31K$219.1K0.0%New
Citigroup Inc1.88K$219.1K0.0%New
Build Funds Trust8.61K$217.6K0.0%−$61Cut−$5.12K
Credo Technology Group Holdi2.31K$216.7K0.0%New
Invesco Exchange Traded Fd T1.11K$213.6K0.0%$1.99KAdded$9.07K
Cvs Health CorpCVS2.68K$212.4K0.0%$10.7KCut$4.36K
Bain Cap Specialty Fin Inc15.2K$212.1K0.0%−$5.18KCut−$97.8K
Energy Transfer L P12.5K$206.7K0.0%−$8.4KCut−$12.3K
Grayscale Bitcoin Mini Tr Et5.33K$206.2K0.0%−$63.3KAdded−$63.2K
Ishares Tr1.21K$202.9K0.0%New
Nuveen Nasdaq 100 Dynamic Ov7.1K$202.5K0.0%$7.53KCut−$19.9K
Southern Copper Corp/SCCO1.4K$200.9K0.0%New
Baytex Energy Corp.BTE60.7K$196.2K0.0%$54.1KCut−$17.7K
Joby Aviation Inc14.1K$186.3K0.0%−$41.5KCut−$146K
Blackrock Mun Income Tr17.9K$179.3K0.0%New
Royce Small-Cap Trust, Inc.RVT10.2K$164.8K0.0%−$307Cut−$8.29K
Teladoc Health, Inc.TDOC21.9K$153.5K0.0%New
Stratasys Ltd.SSYS14K$121.6K0.0%−$35.3KCut−$57.3K
Cybin Inc.HELP10.6K$87.1K0.0%New
CytomX Therapeutics, Inc.CTMX18.3K$85.8K0.0%$8.04KCut−$109.1K
Arcturus Therapeutics Hldgs10.6K$65K0.0%−$124.2KAdded−$121.2K
Under Armour Inc11.3K$56.3K0.0%New
AEON Biopharma, Inc.AEON20K$22K0.0%New
Opko Health, Inc.OPK10.3K$13K0.0%−$2.99KCut−$4.54K
Strive Inc11.3K$8.3K0.0%New
Katapult Holdings, Inc.KPLT30K$1080.0%−$96Held

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.