13F

Investor

Keel Point, LLC

CIK 0001386935 · filed 2026-02-12 · SEC filing

13F book

$1.66B

Positions

538

43 new · 31 sold

Largest name

17.7%

Vanguard Index Fds

Est. mark

−$45.4M

Price effect on 495 names still held. Flow $79.7M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds469.6K$294.5M17.7%$6.65MAdded$18.3M
Vanguard Tax-Managed Fds1.01M$63.2M3.8%$2.46MAdded$5.5M
Netflix IncNFLX656.3K$61.5M3.7%−$73.3MAdded−$18M
Spdr S&P 500 Etf Tr85.5K$58.3M3.5%$1.35MCut−$2.8M
Ishares Tr492.7K$49.2M3.0%−$170.6KAdded$3M
Ishares Tr123.8K$46.2M2.8%$985.2KCut$582.4K
Apple Inc.AAPL142.2K$38.7M2.3%$2.27MAdded$5.04M
Ishares Tr387.8K$37.2M2.2%$1.03MCut$329.2K
Spdr Gold Tr92.9K$36.8M2.2%$3.7MAdded$4.59M
Nvidia CorpNVDA187.1K$34.9M2.1%−$14.9KAdded$369.4K
Microsoft CorpMSFT57.4K$27.8M1.7%−$1.97MCut−$2.14M
Amazon Com IncAMZN113.7K$26.2M1.6%$1.28MCut$762.6K
Tesla, Inc.TSLA55.7K$25M1.5%$273.9KAdded$675.1K
Ishares Tr257.4K$24.7M1.5%−$61KAdded$5.16M
Spdr Series Trust308.3K$24.7M1.5%$579.6KAdded$579.8K
Alphabet Inc66.2K$20.7M1.2%$4.62MCut$3.37M
Ishares Tr42.1K$19.9M1.2%$204.3KAdded$347.3K
Ishares Tr90.7K$19.1M1.1%$562.7KAdded$2.1M
Booking Holdings Inc.BKNG3.22K$17.3M1.0%−$141.6KCut−$184.8K
Vanguard Index Fds79.5K$16.6M1.0%−$16.7KAdded$738K
Intuitive Surgical IncISRG29.4K$16.6M1.0%$3.47MAdded$3.61M
Ishares Tr142.4K$14.5M0.9%−$187.8KAdded−$177.6K
Vanguard World Fd49.8K$12.5M0.8%$346.7KAdded$563.2K
Ishares Tr202.2K$11.1M0.7%$253.7KAdded$716.6K
Select Sector Spdr Tr74.9K$10.8M0.7%−$5.54MAdded−$540.8K
Alphabet Inc33.8K$10.6M0.6%$2.32MAdded$2.57M
Ishares Silver Tr160.7K$10.4M0.6%$3.54MCut$3.44M
Ishares Tr84.6K$10.1M0.6%−$12.5KAdded$709.1K
Southern Co115.7K$10.1M0.6%−$809.5KAdded−$42.4K
Berkshire Hathaway Inc Del13$9.81M0.6%$7.8KHeld
Broadcom Inc.AVGO28.1K$9.73M0.6%$443.9KAdded$677.9K
Meta Platforms, Inc.META14.6K$9.66M0.6%−$1.09MCut−$1.48M
Visa Inc.V26.5K$9.28M0.6%$246.8KCut−$108.9K
Invesco Qqq Tr14.5K$8.89M0.5%$201.3KCut−$451.3K
Ishares Tr73.3K$8.8M0.5%$93.1KAdded$603.1K
Select Sector Spdr Tr148.9K$8.15M0.5%$134KCut−$518.5K
Walmart Inc.WMT72.7K$8.1M0.5%$606.8KCut$461.6K
Home Depot, Inc.HD22.4K$7.71M0.5%−$1.34MAdded−$1.2M
J P Morgan Exchange Traded F113.3K$7.47M0.4%−$46.4KHeld
Berkshire Hathaway Inc Del13.4K$6.73M0.4%−$967Added$104.1K
Johnson & JohnsonJNJ32.4K$6.7M0.4%$697KCut$239.6K
Ishares Tr9.54K$6.54M0.4%$122.2KAdded$1.32M
Jpmorgan Chase & Co.19.8K$6.39M0.4%$134.7KCut$129.6K
Vanguard Bd Index Fds80.2K$5.94M0.4%−$18.4KAdded$1.4M
First Tr Exchng Traded Fd Vi234.6K$5.91M0.4%−$4.05KAdded$374.1K
Accenture Plc Ireland21.5K$5.78M0.3%$467.4KCut$148K
Thermo Fisher Scientific Inc.TMO9.69K$5.62M0.3%$915.4KCut$622.5K
J P Morgan Exchange Traded F60.1K$5.59M0.3%$346.8KCut$45.2K
Stryker CorpSYK15.6K$5.49M0.3%−$284.6KCut−$488.3K
Merck & Co., Inc.MRK51.6K$5.43M0.3%$1.1MCut$323.5K
Amphenol Corp New39.9K$5.39M0.3%$453.8KCut−$685.8K
Qualcomm Inc30.5K$5.22M0.3%$143.2KCut−$23.7K
Ishares Tr35K$4.96M0.3%$112.8KAdded$157.8K
Vanguard Index Fds14.2K$4.78M0.3%$91.3KAdded$562.1K
Expeditors Intl Wash Inc31.9K$4.76M0.3%$843.7KCut$601K
International Business Machs15.9K$4.71M0.3%$219.1KAdded$303.9K
Bandwidth Inc.BAND300.4K$4.64M0.3%−$366.5KCut−$366.5K
Danaher Corporation20K$4.57M0.3%$612.1KCut$265K
Eli Lilly & CoLLY4.08K$4.39M0.3%$1.13MAdded$1.64M
Illinois Tool Wks Inc17K$4.18M0.3%−$245.5KCut−$484.4K
Intercontinental Exchange In25.4K$4.12M0.2%−$165.7KCut−$500.2K
Vanguard Index Fds14.7K$4.1M0.2%−$213.2KAdded−$174.9K
Vanguard Growth Etf8.39K$4.09M0.2%$68.8KAdded$77.6K
Sherwin Williams CoSHW11.9K$3.86M0.2%−$265.4KCut−$450.4K
Mercadolibre IncMELI1.9K$3.83M0.2%−$613.4KCut−$622.8K
Linde PlcLIN8.93K$3.81M0.2%−$433.8KCut−$1.22M
Ishares Tr39.2K$3.72M0.2%$81.1KAdded$149.1K
Boston Scientific CorpBSX38.4K$3.66M0.2%−$13.7KAdded$3.08M
Fastenal CoFAST90.7K$3.64M0.2%−$808.5KCut−$1.16M
Coca Cola CoKO51.3K$3.59M0.2%$179.2KAdded$279.4K
Rocket Lab CorpRKLB51.3K$3.58M0.2%$1.12MCut$1.11M
Automatic Data Processing In13.8K$3.55M0.2%−$500.9KCut−$1.24M
Ishares Tr70.6K$3.53M0.2%−$86.1KCut−$2.05M
Roper Technologies IncROP7.89K$3.51M0.2%−$399.7KAdded−$210.6K
Motorola Solutions, Inc.MSI9.14K$3.51M0.2%−$676.4KCut−$1.16M
Check Point Software Tech Lt18.8K$3.5M0.2%−$392.2KAdded−$304.7K
Ishares Tr146.4K$3.37M0.2%−$13.9KCut−$941K
Church & Dwight Co Inc40.2K$3.37M0.2%−$144.4KAdded$23.7K
Palantir Technologies Inc.PLTR18.5K$3.28M0.2%−$82KAdded$77.5K
Fidelity Wise Origin Bitcoin42.6K$3.25M0.2%−$993.8KAdded−$957.6K
Ishares Tr38.4K$3.18M0.2%−$5.33KAdded$6.43K
Lowes Cos Inc13.2K$3.18M0.2%−$131.8KAdded−$84.3K
Exxon Mobil Corp26.2K$3.15M0.2%$198KAdded$210.8K
Ishares Tr11.3K$3.12M0.2%$37KCut$28.6K
Vanguard Index Fds35.1K$3.11M0.2%−$95.9KAdded$116.9K
Mastercard IncMA5.41K$3.09M0.2%$11.3KCut−$54.7K
Disney Walt Co25.5K$2.9M0.2%−$18.6KCut−$36.7K
Ishares Tr43.1K$2.85M0.2%$31.9KCut$11.4K
Ishares Tr25.8K$2.84M0.2%−$32.6KAdded$4.6K
Ishares Inc41.5K$2.79M0.2%$52.8KAdded$110.4K
Ishares Tr13.9K$2.76M0.2%$57KAdded$71.3K
AbbVie Inc.ABBV11.8K$2.7M0.2%−$36.1KCut−$44.9K
Bank America Corp48.8K$2.68M0.2%$152.6KAdded$373.7K
Taiwan Semiconductor Mfg Ltd8.68K$2.64M0.2%$213.7KCut$110K
Cisco Sys Inc34.1K$2.63M0.2%$291.8KAdded$310.9K
Ishares Tr12.1K$2.6M0.2%$9.44KAdded$2.23M
J P Morgan Exchange Traded F44.1K$2.48M0.1%−$1.76KHeld
Vanguard Index Fds12.9K$2.46M0.1%$57.9KCut$31.2K
Arista Networks, Inc.ANET18.7K$2.45M0.1%−$269.8KAdded−$223.3K
Oracle Corp12.6K$2.45M0.1%−$1.09MCut−$1.21M
Invesco Exch Trd Slf Idx Fd122.6K$2.4M0.1%$1.43KAdded$544.5K
Invesco Exch Traded Fd Tr Ii28.4K$2.4M0.1%$156.8KAdded$378.1K
Caterpillar IncCAT4.11K$2.35M0.1%$343.8KAdded$638.8K
Costco Whsl Corp New2.67K$2.3M0.1%−$168.7KCut−$218.6K
Uber Technologies, IncUBER27.5K$2.24M0.1%−$446.7KCut−$543.1K
Ge Aerospace7.28K$2.24M0.1%$51.2KAdded$114.9K
Procter And Gamble CoPG15.3K$2.19M0.1%−$158.1KCut−$447.3K
Mcdonalds CorpMCD7K$2.14M0.1%$11.3KAdded$135.4K
J P Morgan Exchange Traded F29.2K$2.14M0.1%$107.6KHeld
RTX CorpRTX11.6K$2.13M0.1%$186.3KAdded$194K
Norfolk Southn Corp7.38K$2.13M0.1%−$85.8KAdded−$76.8K
Vanguard Intl Equity Index F23.4K$2.11M0.1%$59.9KHeld
Ishares Tr8.46K$2.08M0.1%$35.2KAdded$60.5K
First Tr Exchange-Traded Fd53.9K$2.06M0.1%$15.9KAdded$53K
Vanguard Specialized Funds9.01K$1.98M0.1%$32.2KAdded$240.3K
Ishares Tr17.4K$1.98M0.1%$691Added$9.92K
Vanguard Scottsdale Fds19.2K$1.91M0.1%$32.7KCut$23.6K
ServisFirst Bancshares, Inc.SFBS25.9K$1.86M0.1%−$197.5KAdded$38.4K
Ishares Tr21.2K$1.84M0.1%−$46.3KAdded−$26.3K
Wells Fargo Co New19.5K$1.82M0.1%$165.3KAdded$344.1K
Elevation Series Trust60.5K$1.77M0.1%−$66.7KAdded−$63.9K
Caseys Gen Stores Inc3.16K$1.75M0.1%−$39.3KAdded−$12.2K
Dimensional Etf Trust37.2K$1.74M0.1%$35.8KAdded$167.3K
Salesforce, Inc.CRM6.56K$1.74M0.1%$177.3KAdded$232.4K
Ishares Tr24.2K$1.73M0.1%$86.8KHeld
Victory Portfolios Ii43.6K$1.72M0.1%$77.2KAdded$174.5K
Intuit Inc.INTU2.58K$1.71M0.1%−$52.7KCut−$142.9K
J P Morgan Exchange Traded F32.4K$1.65M0.1%$1.94KCut−$917.2K
Lam Research CorpLRCX9.65K$1.65M0.1%$320.2KAdded$501K
Vanguard Intl Equity Index F11.2K$1.58M0.1%$36.3KAdded$44.1K
United Rentals, Inc.URI1.94K$1.57M0.1%−$276KAdded−$239.6K
Cintas CorpCTAS8.33K$1.57M0.1%−$143.3KCut−$219.9K
Schwab Strategic Tr51.5K$1.52M0.1%$25.7KCut−$75.6K
Ishares Tr15.8K$1.52M0.1%$17.2KCut−$732.1K
Vanguard Intl Equity Index F27.9K$1.5M0.1%−$10.4KAdded$164.8K
Vanguard Index Fds5.72K$1.48M0.1%$21KCut−$9.3K
Asml Holding N V1.37K$1.47M0.1%$138.6KAdded$148.3K
Dimensional Etf Trust38.2K$1.46M0.1%$64.4KAdded$126.3K
Unitedhealth Group IncUNH4.4K$1.45M0.1%−$66.8KCut−$117.9K
Schwab Strategic Tr44.4K$1.45M0.1%$31.5KCut−$33.6K
Northern Lts Fd Tr Iv33.5K$1.45M0.1%$25KCut−$13.9K
Applied Matls Inc5.62K$1.44M0.1%$293.5KCut$284.9K
Autozone IncAZO423$1.43M0.1%−$109.6KAdded$911.2K
Ishares Tr37.6K$1.43M0.1%$96.7KCut−$109.4K
Micron Technology IncMU5.01K$1.43M0.1%$591.2KCut$562.9K
Parker-Hannifin CorpPH1.61K$1.41M0.1%$194.2KCut$187.4K
Ishares Tr10K$1.41M0.1%−$9.56KAdded−$2.36K
Select Sector Spdr Tr12K$1.41M0.1%−$7.83KAdded−$5.83K
Ishares Tr10.7K$1.4M0.1%$19.9KHeld
Newmont Corp14K$1.4M0.1%$217.1KCut$203K
Ishares Tr18K$1.39M0.1%$14.6KCut$3.46K
Schwab Strategic Tr57.9K$1.39M0.1%$44KCut$38.5K
Sprott Asset Management Lp41.7K$1.38M0.1%$138KAdded$175.6K
Advanced Micro Devices IncAMD6.41K$1.37M0.1%$330.7KAdded$350.8K
Select Sector Spdr Tr30.6K$1.37M0.1%−$659.1KAdded$48.1K
Starbucks CorpSBUX15.8K$1.33M0.1%−$6.18KCut−$167.8K
Abrdn Platinum Etf TrustPPLT7.13K$1.33M0.1%$310.3KCut−$1.14M
Chevron Corp NewCVX8.64K$1.32M0.1%−$23.7KAdded$40.6K
At&T Inc52.8K$1.31M0.1%−$179.6KCut−$414.4K
Ishares Tr11.7K$1.29M0.1%−$3.28KAdded$226.4K
Morgan Stanley7.09K$1.26M0.1%$131.6KAdded$132.3K
Ishares Tr14.1K$1.26M0.1%$28.1KAdded$114.5K
GE Vernova Inc.GEV1.88K$1.23M0.1%$69.1KAdded$133.8K
Ishares Tr8.86K$1.21M0.1%−$48.5KCut−$54.5K
Invesco Exch Trd Slf Idx Fd61.1K$1.21M0.1%$1.04KAdded$514K
Amgen IncAMGN3.63K$1.19M0.1%$163.5KAdded$164.1K
Ishares Tr9.1K$1.18M0.1%$29.2KHeld
Dycom Inds Inc3.42K$1.15M0.1%$157.7KCut$95.6K
Abbott LabsABT9.18K$1.15M0.1%−$79.4KCut−$149.9K
Vanguard World Fd3.8K$1.13M0.1%$7.94KHeld
Novartis Ag8.08K$1.11M0.1%$77.8KAdded$78.1K
Axos Financial, Inc.AX12.7K$1.1M0.1%$19.2KAdded$19.6K
Nextera Energy Inc13.6K$1.09M0.1%$65.3KCut$63.2K
Tjx Cos Inc New7.05K$1.08M0.1%$61KAdded$110K
Ishares Tr7.26K$1.08M0.1%$24.5KHeld
Philip Morris Intl Inc6.66K$1.07M0.1%−$11.9KCut−$49.7K
Citigroup Inc9.13K$1.07M0.1%$138.7KCut$117.1K
Chubb Limited3.37K$1.05M0.1%$93.8KAdded$165.9K
General Dynamics CorpGD3.11K$1.05M0.1%−$13.7KAdded−$6.92K
Verizon Communications IncVZ25.3K$1.03M0.1%−$81.3KCut−$279.6K
Ishares Tr9.49K$1.02M0.1%$5.75KAdded$28.7K
Spdr Series Trust33K$1.01M0.1%−$4.29KHeld
Capital One Finl Corp4.11K$997.1K0.1%$122.5KCut$95K
Ishares Tr18.7K$991.5K0.1%−$2.8KCut−$165.5K
Kla CorpKLAC814$989.6K0.1%$100.6KAdded$196.7K
Ishares Tr14.7K$986.1K0.1%New
Vanguard Index Fds3.36K$974.6K0.1%−$10.7KAdded$75.4K
Ishares Tr8.85K$972.2K0.1%−$11.3KAdded$10.9K
AstraZeneca PLCAZN10.5K$960.8K0.1%$159KCut$137.2K
Select Sector Spdr Tr8.01K$956.7K0.1%−$498.8KAdded−$37.5K
ServiceNow, Inc.NOW6.23K$954.5K0.1%−$958.1KAdded−$194.9K
Autodesk, Inc.ADSK3.18K$940.8K0.1%−$62KAdded$29.4K
American Express CoAXP2.54K$938.6K0.1%$95.8KCut$55.3K
S&P Global Inc.SPGI1.78K$931.2K0.1%$64KCut$44.5K
Select Sector Spdr Tr21.8K$929.5K0.1%−$632KAdded−$308.5K
Gilead Sciences, Inc.GILD7.47K$917.2K0.1%$70.8KAdded$248.6K
Zillow Group Inc13.4K$915.2K0.1%−$118.5KCut−$120.8K
Sony Group Corp35.4K$905.6K0.1%−$112.8KCut−$115.8K
Block Inc13.8K$898K0.1%−$97.6KAdded−$84.2K
Dominion Energy, IncD15.3K$894.7K0.1%−$39.4KCut−$51.4K
Aflac IncAFL8.1K$893.7K0.1%−$11.6KCut−$47.3K
Union Pac Corp3.84K$888.8K0.1%−$19.5KCut−$28.7K
Ishares Gold Tr10.9K$888.1K0.1%$86.4KAdded$139.6K
Goldman Sachs Group Inc992$872.3K0.1%$82.1KCut$43.9K
BlackRock, Inc.BLK811$868K0.1%−$77.4KCut−$124.1K
Unum Group11.2K$864.3K0.1%−$3.12KCut−$10.9K
Texas Instrs Inc4.85K$842.1K0.1%−$49.6KCut−$116.3K
Dimensional Etf Trust21.2K$838.5K0.1%$21.6KCut$1.51K
Fedex CorpFDX2.88K$830.8K0.1%$142.8KAdded$196.3K
Trane Technologies PlcTT2.11K$820.8K0.0%−$69.1KCut−$97.3K
Northern Lts Fd Tr Iv18.2K$820.5K0.0%$12.7KCut$6.59K
Williams Cos Inc13.6K$820.1K0.0%−$44.2KCut−$59.7K
Ishares Tr5.71K$805K0.0%$7.84KAdded$11.1K
Bitwise Bitcoin Etf Tr16.9K$801.6K0.0%−$187.5KAdded$5.97K
Ecolab Inc.ECL3.05K$800.8K0.0%−$34.4KAdded−$31.5K
Pepsico IncPEP5.56K$798.1K0.0%$15.6KAdded$90.1K
Analog Devices IncADI2.93K$794.9K0.0%$74.8KCut$4K
Boeing Co3.61K$784K0.0%$4.64KCut−$24.1K
Mckesson CorpMCK947$776.8K0.0%$44.9KAdded$50.6K
Duke Energy Corp New6.47K$758.4K0.0%−$33.9KAdded$115.5K
Select Sector Spdr Tr4.87K$754K0.0%$76.1KHeld
Entergy Corp New8.13K$751.4K0.0%−$6.18KCut−$43.3K
Eaton Corp PlcETN2.35K$749.6K0.0%−$124.5KAdded−$84.7K
Blackstone Inc.BX4.86K$749.4K0.0%−$81.3KCut−$86.9K
Vanguard World Fd994$749K0.0%$6.3KAdded$105.8K
HCA Healthcare, Inc.HCA1.6K$745.6K0.0%$65KCut−$3.67K
Ishares Tr6.05K$745.2K0.0%New
Northrop Grumman Corp1.3K$743.3K0.0%−$51KCut−$66.8K
J P Morgan Exchange Traded F14.7K$743.1K0.0%−$2.05KCut−$99.7K
Invesco Exch Trd Slf Idx Fd42.7K$722.8K0.0%$695Added$135K
ConocophillipsCOP7.69K$719.9K0.0%−$7.47KCut−$9.27K
Invesco Exch Trd Slf Idx Fd34.7K$714.7K0.0%$375Added$457K
Truist Finl Corp14.5K$712.8K0.0%$49.7KAdded$62.1K
Schwab Charles Corp7.13K$712K0.0%$31.6KCut−$131.7K
Ambarella IncAMBA10K$709K0.0%−$116.9KCut−$118.4K
Ishares Tr7.54K$707.8K0.0%−$24KCut−$27.4K
Progressive Corp3.09K$703.8K0.0%−$59.4KCut−$103.9K
Adobe Inc.ADBE2K$701.4K0.0%−$5.53KCut−$275.4K
Waste Mgmt Inc Del3.16K$695K0.0%−$3.53KCut−$7.5K
Ameriprise Finl Inc1.4K$687.9K0.0%−$1.19KAdded$43.9K
Ishares Inc15.3K$674.8K0.0%$11.3KAdded$21.4K
Baidu Inc5.14K$671.2K0.0%−$5.7KCut−$6.63K
First Tr Exchange-Traded Alp11.8K$654.3K0.0%$4.27KAdded$51.5K
Welltower Inc.WELL3.51K$651.4K0.0%$24.8KAdded$61K
Vulcan Matls Co2.26K$645.4K0.0%−$50.8KCut−$53.2K
Vanguard World Fd3.33K$644.4K0.0%$19.6KCut−$26.2K
Kkr & Co Inc5.04K$642.9K0.0%−$12.4KCut−$30.9K
Us Bancorp Del12K$641.8K0.0%$55KAdded$113.5K
Ishares Inc10.6K$638.3K0.0%$50.2KHeld
Northern Lts Fd Tr Iv17.5K$638.2K0.0%$21.3KCut$16.2K
Howmet Aerospace Inc.HWM3.07K$630K0.0%$26.7KAdded$34.5K
Lockheed Martin CorpLMT1.28K$619K0.0%−$19.9KCut−$57.8K
Ishares Tr6.37K$616.6K0.0%$6.28KAdded$6.67K
Ishares Tr2.89K$612.3K0.0%New
Dimensional Etf Trust10.2K$605.5K0.0%$13.6KCut−$130.7K
Sap Se2.48K$601.7K0.0%−$60.2KCut−$212.2K
Hsbc Hldgs Plc7.57K$595.8K0.0%$57.7KAdded$63.1K
Ulta Beauty, Inc.ULTA980$592.9K0.0%$57.1KCut$56K
Vanguard Scottsdale Fds9.89K$592.6K0.0%−$949Cut−$128.2K
Select Sector Spdr Tr3.81K$591.8K0.0%$3.4KCut−$21.6K
American Centy Etf Tr5.8K$591.1K0.0%$14.2KCut−$5.41K
American Intl Group Inc6.9K$590.2K0.0%$48.3KCut$26.3K
Mitsubishi Ufj Finl Group In36.6K$581.3K0.0%−$2.93KAdded−$2.45K
Northern Lts Fd Tr Iv23.9K$578.3K0.0%$1.19KCut−$279
Shopify Inc.SHOP3.59K$577.2K0.0%$41KAdded$84.7K
Martin Marietta Matls Inc923$574.7K0.0%−$6.77KAdded$14.4K
Ishares Tr10.6K$574.1K0.0%$21.1KHeld
Ishares Tr10.6K$570.7K0.0%−$2.11KAdded$19.9K
Chipotle Mexican Grill IncCMG15.4K$570.6K0.0%−$33.8KCut−$96.6K
Allstate Corp2.74K$570.1K0.0%−$17.8KCut−$52.4K
First Tr Exchange-Traded Fd12.3K$565.3K0.0%−$1.72KAdded$67.3K
Constellation Energy CorpCEG1.57K$556.5K0.0%$36.1KAdded$67.9K
Northern Lts Fd Tr Iv14.3K$552.9K0.0%−$4.01KHeld
T-Mobile Us Inc2.72K$551.6K0.0%−$94.1KAdded−$67.3K
Vertex Pharmaceuticals Inc1.22K$551.1K0.0%$69.6KAdded$108.2K
Monster Beverage Corp New7.15K$548.1K0.0%$66.9KCut$62.2K
Bristol-Myers Squibb Co10.2K$547.9K0.0%$71.2KAdded$184.7K
Medtronic PlcMDT5.65K$542.8K0.0%$4.19KAdded$54.2K
Cummins IncCMI1.06K$540K0.0%$66.8KAdded$220.4K
Invesco Exch Trd Slf Idx Fd20.7K$539.6K0.0%−$1.01KAdded$58.5K
Pnc Finl Svcs Group Inc2.58K$538.3K0.0%$20.1KCut−$50.5K
Atmos Energy CorpATO3.21K$537.9K0.0%−$9.97KAdded−$7.96K
Ishares Tr5.58K$537.7K0.0%−$1.24KAdded$108.6K
Vanguard World Fd4K$533.4K0.0%$8.99KHeld
Honeywell Intl Inc2.73K$531.6K0.0%−$41.9KCut−$58.5K
Cameco CorpCCJ5.81K$531.2K0.0%$43.3KAdded$55.5K
Ross Stores, Inc.ROST2.94K$530.5K0.0%$78.1KAdded$101.9K
Quanta Svcs Inc1.25K$528.4K0.0%$8.89KAdded$43.1K
Palo Alto Networks IncPANW2.86K$527.1K0.0%−$52.3KAdded−$20.6K
Omnicom Group Inc.OMC6.52K$526.5K0.0%New
Deere & CoDE1.13K$526.3K0.0%$9.4KHeld
Schwab Strategic Tr18.4K$524.8K0.0%$10.3KAdded$29.8K
Emerson Elec Co3.94K$523.5K0.0%$6.06KAdded$7.26K
Toast, Inc.TOST14.6K$518.5K0.0%−$13.5KAdded$24.5K
Cadence Design System Inc1.66K$517.7K0.0%−$64KCut−$80.9K
American Elec Pwr Co Inc4.42K$509.4K0.0%$12.5KCut−$23.9K
Pfizer IncPFE20.3K$505.2K0.0%−$10.6KAdded$40.1K
Banco Bilbao Vizcaya Argenta21.7K$505.2K0.0%$78.2KAdded$134.4K
Corteva, Inc.CTVA7.51K$503.7K0.0%−$4.31KAdded$17.6K
United Sts Oil Fd Lp7.25K$501.1K0.0%−$33.3KHeld
First Tr Exchng Traded Fd Vi11.6K$499.7K0.0%$8.7KHeld
American Tower Corp New2.81K$493.1K0.0%−$46.9KCut−$63.1K
Phillips 66PSX3.77K$486K0.0%−$25.2KAdded−$4.52K
Prologis Inc.3.79K$483.1K0.0%$45.5KAdded$85.8K
Marvell Technology, Inc.MRVL5.65K$480.1K0.0%$5.03KAdded$15.6K
American Centy Etf Tr6.7K$477.3K0.0%$25.3KAdded$27.5K
Robinhood Mkts Inc4.18K$473.3K0.0%−$118.6KAdded−$91K
Shell Plc6.43K$472.2K0.0%$12.5KCut−$9.72K
Invesco Exch Traded Fd Tr Ii7.49K$471.7K0.0%−$9.2KHeld
Fidelity Covington Trust8.27K$468.9K0.0%$7.29KAdded$54.8K
First Tr Exchange Traded Fd16.3K$468.2K0.0%$8.86KAdded$46.3K
Rockwell Automation, IncROK1.2K$467.4K0.0%$47.1KAdded$50.6K
Ishares Tr4.88K$465.1K0.0%$294Cut−$29.7K
Zillow Group Inc6.77K$461.6K0.0%−$42KCut−$42.7K
Grayscale Ethereum Trust Etf18.9K$461.6K0.0%−$187.5KHeld
Select Sector Spdr Tr5.9K$458.6K0.0%−$3.57KAdded$53.7K
Applovin CorpAPP670$451.5K0.0%−$29.4KAdded−$21.3K
Novo-Nordisk A S8.86K$450.8K0.0%−$36.7KAdded$8.82K
Middleby CorpMIDD3.02K$449.3K0.0%$47.6KCut−$1.09K
Marathon Pete Corp2.76K$448.9K0.0%−$83.1KCut−$92.7K
Ishares Ethereum Tr20K$448.6K0.0%−$181.6KHeld
Totalenergies SeTTE6.82K$446.3K0.0%New
Edwards Lifesciences CorpEW5.15K$438.9K0.0%$38.5KCut$27.5K
Bitwise Ethereum EtfETHW20.6K$438.5K0.0%−$176.3KCut−$301.2K
United Cmnty Bks Blairsvle G13.9K$434.1K0.0%−$1.81KHeld
Teledyne Technologies IncTDY848$433K0.0%−$61.9KAdded−$48.6K
Spdr Index Shs Fds9.74K$432.5K0.0%$15.8KCut$15.6K
Expedia Group, Inc.EXPE1.52K$431.9K0.0%$106.1KCut$74.3K
General Mtrs Co5.3K$431.1K0.0%$88.3KAdded$166.5K
Dexcom IncDXCM6.47K$429.6K0.0%−$5.78KAdded$7.03K
Freeport-Mcmoran IncFCX8.45K$428.9K0.0%$91.2KAdded$119.8K
Select Sector Spdr Tr9.42K$427K0.0%−$190.8KAdded$40.7K
Idexx Labs Inc628$424.9K0.0%$23.7KCut−$8.26K
L3harris Technologies Inc1.43K$419.4K0.0%−$17.2KCut−$36.1K
Regeneron Pharmaceuticals, Inc.REGN543$419.1K0.0%$93.7KAdded$167.8K
Hycroft Mining Holding Corp17.5K$416.5K0.0%$211.7KAdded$341.8K
Vanguard Bd Index Fds8.34K$415.5K0.0%−$1.29KCut−$98.7K
Intel CorpINTC11.2K$413.2K0.0%$33KAdded$82.5K
Spdr Series Trust14.3K$412.2K0.0%−$834Added$9.75K
Oreilly Automotive Inc4.49K$409.2K0.0%−$74.5KCut−$82.8K
Colgate Palmolive CoCL5.18K$409K0.0%−$4.77KCut−$41.8K
UBS Group AGUBS8.78K$406.8K0.0%$46.6KCut$24.8K
Schwab Strategic Tr9.12K$406.3K0.0%$366Cut−$2.84K
Xcel Energy Inc5.49K$405.1K0.0%−$36.3KAdded−$26.2K
Crowdstrike Hldgs Inc862$403.9K0.0%−$17.4KAdded$12.6K
PDD Holdings Inc.PDD3.51K$398.2K0.0%−$66KCut−$166.8K
Cme Group Inc.CME1.46K$398.2K0.0%$4.31KCut−$25.7K
Coterra Energy Inc14.9K$392.5K0.0%$33.9KAdded$92.7K
Cencora, Inc.COR1.16K$392.5K0.0%$29.3KCut−$91.3K
Marsh & Mclennan Cos Inc2.11K$392K0.0%−$31.4KAdded−$3.58K
Seagate Technology Hldngs Pl1.42K$391.7K0.0%$50.2KAdded$90.6K
Banco Santander Sa33.1K$388.7K0.0%$37.3KAdded$75.6K
Bank New York Mellon Corp3.34K$387.4K0.0%$23.8KCut$11.8K
Vanguard Admiral Fds Inc1.88K$385.1K0.0%$10.1KHeld
Comcast Corp New12.8K$381.1K0.0%−$19.5KCut−$51.4K
Prudential Finl Inc3.37K$380K0.0%$30.7KCut−$21.4K
Zoetis Inc.ZTS3.02K$379.3K0.0%−$61.8KCut−$120.6K
First Tr Exchng Traded Fd Vi9.64K$376.6K0.0%$6.95KHeld
Moodys Corp733$374.7K0.0%$24.1KAdded$43K
Travelers Companies, Inc.TRV1.29K$374.6K0.0%$13.6KAdded$29.6K
Old Dominion Freight Line In2.39K$374.2K0.0%$37.8KAdded$42.2K
Spdr Series Trust7.98K$374.1K0.0%$4.29KAdded$5.32K
NXP Semiconductors N.V.NXPI1.72K$373.3K0.0%−$18.2KCut−$29.6K
Fidelity Covington Trust13.7K$369.1K0.0%−$12.6KCut−$28.6K
Canadian Pacific Kansas City4.98K$366.7K0.0%−$4.24KAdded−$484
Ing Groep N.V.12.9K$360.8K0.0%$24.7KCut$22.2K
Carvana Co.CVNA854$360.4K0.0%$38.2KCut$36K
Bitwise Solana Staking EtfBSOL21.9K$358.7K0.0%New
D R Horton Inc2.49K$358.1K0.0%−$44.1KAdded$64.4K
Oneok Inc /New/OKE4.84K$355.7K0.0%$2.31KAdded$34.8K
Victory Portfolios Ii12K$353.2K0.0%$4.16KAdded$30.1K
Transdigm Group IncTDG263$349.8K0.0%$3.01KAdded$4.34K
Spdr Series Trust2.51K$349.6K0.0%−$2.3KCut−$140.4K
Cvs Health CorpCVS4.39K$348.4K0.0%$16.4KAdded$37.2K
Te Connectivity PlcTEL1.53K$348.1K0.0%$11.6KAdded$28.6K
Royal Caribbean Group1.23K$343.7K0.0%−$50.3KAdded−$21K
American Wtr Wks Co Inc New2.63K$343.6K0.0%−$22.9KCut−$119.6K
Simon Ppty Group Inc New1.85K$342.3K0.0%−$4.48KAdded$10.3K
Elevance Health Inc Formerly972$340.9K0.0%$24.3KAdded$55.1K
Vistra Corp.VST2.11K$340.5K0.0%−$71.7KAdded−$65.9K
Kenvue Inc.KVUE19.7K$340.3K0.0%New
Dimensional Etf Trust7.84K$333.7K0.0%−$1.31KAdded$53.8K
Nebius Group N.V.NBIS3.96K$331.1K0.0%−$111.5KAdded−$107.2K
Sumitomo Mitsui Finl Group I17.1K$330.8K0.0%$44.3KCut$43.9K
Ishares Tr2.56K$330.3K0.0%$7.38KHeld
Vanguard Index Fds1.56K$330K0.0%$4.69KAdded$7.66K
Lennar Corp3.21K$329.9K0.0%−$74.6KCut−$80.4K
MSCI Inc.MSCI572$328K0.0%$3.6KCut−$24.8K
Aon plcAON929$327.9K0.0%−$3.33KAdded$6.9K
Axon Enterprise, Inc.AXON574$326K0.0%−$85.9KCut−$113.2K
Regions Financial Corp New12K$324.7K0.0%New
Ishares Tr1.08K$324.5K0.0%$32.4KHeld
Take-Two Interactive Softwar1.26K$322.1K0.0%−$2.91KAdded−$1.12K
Cigna GroupCI1.17K$321.5K0.0%−$15.2KCut−$87.5K
Ishares Tr5.47K$314.7K0.0%$1.48KHeld
Hartford Fds Exchange Traded9.17K$313.2K0.0%−$1.29KCut−$75K
Rollins IncROL5.21K$312.7K0.0%$6.67KAdded$6.73K
Diamondback Energy, Inc.FANG2.08K$312.5K0.0%$14.1KAdded$33.5K
Republic Svcs Inc1.46K$309.3K0.0%−$25.6KCut−$33.2K
NIKE, Inc.NKE4.85K$308.8K0.0%−$29.2KCut−$54.9K
Rio Tinto Plc3.86K$308.6K0.0%$49.7KAdded$74.5K
Ford Mtr Co23.5K$308.5K0.0%$20.9KAdded$92.8K
Warner Bros. Discovery, Inc.WBD10.7K$307.3K0.0%$99.1KCut$85.9K
Kinder Morgan Inc Del11.1K$305.4K0.0%−$9.12KCut−$11.4K
West Pharmaceutical Svsc Inc1.11K$304.9K0.0%$14.1KAdded$16K
3M COMMM1.9K$304.8K0.0%$9.09KAdded$17.3K
Monolithic Pwr Sys Inc336$304.6K0.0%−$4.57KAdded$9.93K
Vanguard Mun Bd Fds6.04K$303.9K0.0%$1.33KHeld
D-Wave Quantum Inc.QBTS11.6K$303.6K0.0%$16.7KCut$9.48K
Independence Rlty Tr Inc17.3K$301.7K0.0%$18.7KAdded$20.1K
Altria Group, Inc.MO5.23K$301.6K0.0%−$44KCut−$107.7K
American Centy Etf Tr3.2K$300.9K0.0%$15.5KAdded$20.7K
Arch Cap Group Ltd3.13K$299.8K0.0%$13.1KAdded$70.7K
Devon Energy Corp New8.13K$297.8K0.0%$12.8KCut−$10.5K
Alcon IncALC3.75K$295.5K0.0%$16.1KCut−$44.8K
Baker Hughes Company6.47K$294.7K0.0%−$17.8KAdded$21.3K
Toyota Motor Corp1.38K$294.3K0.0%$31.6KCut$31K
DoorDash, Inc.DASH1.3K$293.7K0.0%−$59KCut−$85.1K
Spdr S&P Midcap 400 Etf Tr484$292.1K0.0%$3.37KCut$2.77K
Vanguard Star Fds3.85K$290.1K0.0%$7.07KAdded$27.7K
Reddit, Inc.RDDT1.25K$286.6K0.0%−$149Cut−$5.21K
General Mls IncGIS6.16K$286.6K0.0%−$24.1KCut−$130K
Paypal Hldgs Inc4.89K$285.4K0.0%−$42.4KCut−$96.1K
Zebra Technologies Corporati1.17K$285.1K0.0%New
Huntington Bancshares Inc16.3K$282.6K0.0%$1.01KAdded$62.4K
Gallagher Arthur J & Co1.09K$282.6K0.0%−$55.6KCut−$124.1K
Relx Plc6.92K$279.6K0.0%−$48KAdded−$32.4K
Johnson Ctls Intl Plc2.33K$279.5K0.0%$22.9KCut$16.8K
Fidelity Merrimack Str Tr6.05K$278.5K0.0%−$1.21KCut−$2.46K
Alibaba Group Hldg Ltd1.88K$275.1K0.0%−$59.9KAdded−$57.7K
First Ctzns Bancshares Inc D128$274.7K0.0%$45.7KHeld
Illumina, Inc.ILMN2.09K$274.5K0.0%$75.8KCut$72K
Western Digital CorpWDC1.59K$273.4K0.0%New
Agilent Technologies, Inc.A2.01K$273.3K0.0%$15.1KAdded$21.4K
Ishares Inc8.59K$272.9K0.0%$6.61KHeld
Mondelez Intl Inc5.04K$271.3K0.0%−$43.5KCut−$458.4K
Ishares Tr4.15K$270K0.0%$26.5KHeld
Hilton Worldwide Hldgs Inc939$269.6K0.0%$25.7KAdded$28.6K
Paccar IncPCAR2.45K$268.5K0.0%$24.9KAdded$49.8K
Targa Res Corp1.44K$266.2K0.0%$24.4KCut$7K
CARRIER GLOBAL CorpCARR5.04K$266.2K0.0%−$34.6KCut−$89.7K
United Therapeutics Corp Del545$265.6K0.0%New
Copart IncCPRT6.68K$261.7K0.0%−$31.8KAdded$15.9K
Cheniere Energy, Inc.LNG1.31K$255.4K0.0%−$45.1KAdded−$5.63K
Bitwise Funds Trust12.8K$255.3K0.0%New
Suncor Energy Inc New5.68K$252.1K0.0%$14.3KAdded$17.3K
Ventas, Inc.VTR3.23K$249.7K0.0%$21.5KAdded$45.6K
Royal Bk Cda1.46K$248.6K0.0%$32.6KAdded$41.2K
Amer Sports, Inc.AS6.65K$248.4K0.0%$17.3KCut$16.9K
Dell Technologies Inc.DELL1.97K$247.4K0.0%New
National Grid Plc3.18K$246.1K0.0%$14.1KAdded$26.7K
Guardant Health, Inc.GH2.41K$246.1K0.0%New
Fortinet, Inc.FTNT3.08K$244.7K0.0%−$12.5KAdded$19.2K
Exelon CorpEXC5.59K$243.8K0.0%−$7.93KCut−$43.4K
Select Sector Spdr Tr6.04K$243.6K0.0%−$10.7KCut−$17.3K
Hf Sinclair CorpDINO5.29K$243.5K0.0%−$33.1KHeld
Twilio IncTWLO1.7K$241.9K0.0%New
Unilever Plc3.7K$241.7K0.0%New
Schwab Strategic Tr8.96K$241.2K0.0%$4.68KAdded$24.7K
Golub Cap Bdc Inc17.7K$240.1K0.0%−$2.12KCut−$9.95K
Xylem Inc.XYL1.76K$239.6K0.0%−$19.8KCut−$23.5K
Hdfc Bank LtdHDB6.54K$239K0.0%$15.6KCut$15.2K
Global Pmts Inc3.08K$238.8K0.0%−$17.6KCut−$84.6K
Target CorpTGT2.44K$238.7K0.0%New
Mettler Toledo International Inc/MTD171$238.4K0.0%$28.5KCut$6.39K
Invesco Actvely Mngd Etc Fd18K$238.4K0.0%−$3.24KAdded−$3.21K
Consolidated Edison IncED2.39K$237.5K0.0%−$2.86KCut−$13.9K
Kroger CoKR3.79K$237K0.0%−$18.2KAdded−$11.6K
Mizuho Financial Group Inc32.1K$235.3K0.0%$19.9KCut$17.2K
Centene Corp Del5.71K$234.9K0.0%New
United Parcel Service IncUPS2.32K$230.5K0.0%New
Chewy, Inc.CHWY6.97K$230.2K0.0%−$51.5KCut−$63.2K
Waste Connections, Inc.WCN1.31K$230.1K0.0%−$506Added$27.7K
Biogen Inc.BIIB1.29K$227.4K0.0%New
World Gold Tr2.63K$224.6K0.0%New
United Airls Hldgs Inc2.01K$224.3K0.0%New
Portland Gen Elec Co4.66K$223.8K0.0%$18.6KCut$16.9K
Cullen Frost Bankers Inc1.76K$223.5K0.0%−$246Added$387
Ishares Tr1.95K$222.1K0.0%$6.11KCut$4.56K
Global X Fds3.42K$221.9K0.0%New
Csx CorpCSX6.11K$221.6K0.0%New
Ormat Technologies, Inc.ORA1.98K$218.5K0.0%$28.1KCut$11.4K
Invesco Ltd.IVZ8.3K$218K0.0%New
Ferguson Enterprises Inc978$217.7K0.0%New
Sysco CorpSYY2.95K$217.6K0.0%−$22.9KAdded−$957
Atlassian CorpTEAM1.34K$217.4K0.0%New
Spdr Index Shs Fds5.32K$217.3K0.0%$3.63KCut−$2.56K
Air Prods & Chems Inc875$216.2K0.0%−$22.5KCut−$282.7K
Axsome Therapeutics, Inc.AXSM1.18K$215.7K0.0%New
Grayscale Bitcoin Trust EtfGBTC3.15K$215.3K0.0%−$62.4KAdded−$46.2K
First Tr Exchange-Traded Fd4.69K$215.3K0.0%New
Invesco Exchange Traded Fd T1.12K$214.7K0.0%$2.08KHeld
Nasdaq, Inc.NDAQ2.2K$214K0.0%$19.1KCut$6.21K
Airbnb, Inc.ABNB1.57K$213.6K0.0%$22.5KCut−$17.6K
Rpm Intl Inc2.05K$213.1K0.0%−$28.4KCut−$104.5K
Globe Life Inc1.52K$213.1K0.0%−$4.73KCut−$18.7K
Live Nation Entertainment In1.49K$212.9K0.0%−$30.1KAdded−$22.4K
First Tr Exchange Traded Fd2.98K$212.8K0.0%−$13.6KHeld
Ishares Tr1.99K$212.8K0.0%−$159Held
Spotify Technology S.A.SPOT366$212.5K0.0%−$42.9KCut−$47.8K
Ea Series Trust6.34K$211.6K0.0%$1.99KAdded$3.59K
Canadian Natl Ry Co2.14K$211.4K0.0%New
Invesco Exchange Traded Fd T4.5K$211.3K0.0%$7.7KHeld
Public Svc Enterprise Grp In2.62K$210.4K0.0%−$7.99KAdded−$1.08K
Global X Fds4.12K$209.6K0.0%$6.06KHeld
Vanguard World Fd532$209.6K0.0%−$1.01KCut−$45.3K
Workday, Inc.WDAY975$209.4K0.0%New
Valero Energy Corp1.28K$208.6K0.0%−$9.64KCut−$15.3K
Delta Air Lines Inc DelDAL3K$208.2K0.0%New
Vanguard Scottsdale Fds1.68K$205K0.0%New
Barclays Plc8.03K$204.4K0.0%New
American Centy Etf Tr4.86K$203.9K0.0%−$763Held
Anglogold Ashanti PlcAU2.38K$203.3K0.0%New
Vanguard Index Fds642$202.1K0.0%New
Ge Healthcare Technologies I2.44K$200.1K0.0%New
Enbridge Inc4.18K$200K0.0%−$10.5KAdded−$1.31K
Lloyds Banking Group Plc36.1K$191.4K0.0%$27KAdded$29.9K
Natwest Group Plc10.8K$189.3K0.0%New
Haleon Plc18.3K$185.4K0.0%$15.9KAdded$60.4K
Archer Aviation Inc24.4K$183.1K0.0%−$50.2KCut−$63K
Trinity Cap Inc12.4K$182K0.0%−$10.3KHeld
Amcor Plc14.4K$120.2K0.0%New
Medical Pptys Trust IncMPT21K$105.1K0.0%−$1.43KAdded$1.63K
B & G Foods Inc NewBGS23.4K$100.8K0.0%−$3.04KAdded−$2.92K
BGC Group, Inc.BGC11.3K$100.6K0.0%−$5.97KCut−$7.17K
PagSeguro Digital Ltd.PAGS10.1K$97K0.0%−$3.62KCut−$8.34K
Kalaris Therapeutics, Inc.KLRS10.2K$86.3K0.0%New
Terra Innovatum Global Nv17.6K$81.4K0.0%New
Nokia Corp11.3K$72.8K0.0%$18.7KCut$13.3K
ICL Group Ltd.ICL11.2K$64K0.0%−$5.72KCut−$9.28K
Shattuck Labs, Inc.STTK14.3K$52.1K0.0%$18KCut−$58.3K
Under Armour Inc10.8K$51.8K0.0%−$323Added−$198
Wipro LtdWIT13.3K$37.6K0.0%$2.78KCut$1.68K
Serina Therapeutics, Inc.SER17.8K$34K0.0%−$61.3KHeld
Amc Entmt Hldgs Inc20.3K$31.7K0.0%−$27.2KCut−$27.3K
Ribbon Communications Inc.RBBN10.7K$30.9K0.0%−$9.86KHeld
Waldencast Plc10.7K$20.2K0.0%New
K Wave Media Ltd33.2K$13.6K0.0%New

Positions as of Q4 2025. 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.