Investor
Manske Wealth Management
CIK 0002095143 · filed 2026-04-30 · SEC filing
13F book
$357M
Positions
215
9 new · 8 sold
Largest name
16.7%
Vanguard Index Fds
Est. mark
$1.74M
Price effect on 206 names still held. Flow $16.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 185.5K | $59.5M | 16.7% | −$2.51M | Added$1.41M |
| Apple Inc. | AAPL | 96.3K | $24.4M | 6.8% | −$1.74M | Cut−$2.62M |
| Vanguard Tax-Managed Fds | — | 215.7K | $13.8M | 3.9% | $310.6K | Added$1.77M |
| Ssga Active Etf Tr | — | 233.5K | $11.6M | 3.2% | $11.7K | Added$24.5K |
| Amazon Com Inc | AMZN | 51.4K | $10.7M | 3.0% | −$1.1M | Added−$602.3K |
| Alphabet Inc | — | 30.7K | $8.8M | 2.5% | −$797.9K | Added−$492.1K |
| Invesco Exch Traded Fd Tr Ii | — | 664.4K | $7.23M | 2.0% | −$212.4K | Added$597.1K |
| J P Morgan Exchange Traded F | — | 59.8K | $6.85M | 1.9% | $321.9K | Added$895K |
| Exxon Mobil Corp | — | 36.9K | $6.26M | 1.8% | $1.82M | Cut$1.59M |
| Microsoft Corp | MSFT | 15.8K | $5.85M | 1.6% | −$1.69M | Added−$1.35M |
| J P Morgan Exchange Traded F | — | 119.1K | $5.7M | 1.6% | −$98K | Added$271.1K |
| Schwab Us Aggregate Bond | — | 225.7K | $5.24M | 1.5% | −$32.2K | Added$222.2K |
| Ishares Tr | — | 116.6K | $4.93M | 1.4% | −$55K | Added$723.4K |
| Verizon Communications Inc | VZ | 85.1K | $4.27M | 1.2% | $805.7K | Cut$802.6K |
| Nvidia Corp | NVDA | 23.8K | $4.16M | 1.2% | −$133.9K | Added$2.09M |
| Schwab Strategic Tr | — | 127.6K | $4.14M | 1.2% | $117.4K | Cut$67.6K |
| Invesco Qqq Tr | — | 6.83K | $3.94M | 1.1% | −$224.1K | Added$233K |
| At&T Inc | — | 135.3K | $3.92M | 1.1% | $561.5K | Cut$546.1K |
| British Amern Tob Plc | — | 64.8K | $3.79M | 1.1% | $119.8K | Cut$84.9K |
| Lyondellbasell Industries N | — | 45.6K | $3.68M | 1.0% | $1.7M | Cut$1.46M |
| Rio Tinto Plc | — | 36.6K | $3.42M | 1.0% | $482K | Added$507.7K |
| Principal Exchange Traded Fd | — | 177.7K | $3.37M | 0.9% | −$8K | Cut−$19.4K |
| Ssga Active Etf Tr | — | 93.2K | $3.12M | 0.9% | $46.9K | Added$134.4K |
| Ishares Tr | — | 122.1K | $3.07M | 0.9% | $23.8K | Added$108.2K |
| Spdr Series Trust | — | 100.7K | $3.03M | 0.8% | −$12.5K | Added$129.3K |
| Schwab Strategic Tr | — | 64.3K | $3.01M | 0.8% | $72.3K | Added$287.3K |
| Citigroup Inc | — | 26.3K | $2.98M | 0.8% | −$86.2K | Cut−$158.9K |
| Vanguard Charlotte Fds | — | 54.2K | $2.6M | 0.7% | −$13.1K | Added$264.5K |
| Cvs Health Corp | CVS | 36.2K | $2.6M | 0.7% | −$273.3K | Cut−$295.5K |
| Us Bancorp Del | — | 47.9K | $2.49M | 0.7% | −$61.5K | Added$64.5K |
| Ishares Tr | — | 57.8K | $2.46M | 0.7% | $179.5K | Added$183.3K |
| Pimco Etf Tr | — | 46.2K | $2.41M | 0.7% | −$10.1K | Cut−$17.4K |
| Abrdn Etfs | — | 98.8K | $2.4M | 0.7% | $425.2K | Added$654.2K |
| Totalenergies Se | TTE | 26.2K | $2.38M | 0.7% | $669.5K | Cut$627.3K |
| Chevron Corp New | CVX | 10.9K | $2.26M | 0.6% | $596K | Cut$564.5K |
| Select Sector Spdr Tr | — | 53.5K | $2.18M | 0.6% | $25.6K | Added$27.8K |
| United Parcel Service Inc | UPS | 22K | $2.16M | 0.6% | −$14K | Added$441.3K |
| Gsk Plc | — | 38.6K | $2.13M | 0.6% | $237.2K | Cut$215.9K |
| Spdr S&P 500 Etf Tr | — | 3.08K | $2M | 0.6% | −$97.3K | Cut−$98K |
| 3M CO | MMM | 13.8K | $2M | 0.6% | −$204.5K | Cut−$248.1K |
| Ishares Tr | — | 42K | $1.99M | 0.6% | −$15.1K | Cut−$39K |
| Energy Transfer L P | — | 92.1K | $1.78M | 0.5% | $258.8K | Cut$245.8K |
| Shell Plc | — | 18.9K | $1.76M | 0.5% | $369K | Cut$361.1K |
| Jpmorgan Chase & Co. | — | 5.97K | $1.76M | 0.5% | −$161.7K | Added−$101.1K |
| Invesco Exchange Traded Fd T | — | 9.11K | $1.75M | 0.5% | $3.28K | Cut−$15.9K |
| General Mls Inc | GIS | 44.7K | $1.66M | 0.5% | −$288.7K | Added$217.4K |
| Spdr Series Trust | — | 17.5K | $1.61M | 0.4% | $40.7K | Cut$26.8K |
| Merck & Co., Inc. | MRK | 12.7K | $1.53M | 0.4% | $178.5K | Added$279K |
| Kraft Heinz Co | KHC | 67.6K | $1.52M | 0.4% | −$83.3K | Added$371K |
| Comcast Corp New | — | 52.6K | $1.51M | 0.4% | −$56.5K | Added$79.8K |
| Pfizer Inc | PFE | 53.7K | $1.51M | 0.4% | $169.5K | Added$181.4K |
| Valero Energy Corp | — | 6.09K | $1.5M | 0.4% | $513.3K | Cut$497K |
| Tesla, Inc. | TSLA | 4.02K | $1.49M | 0.4% | −$221.1K | Added$219.4K |
| Spdr Series Trust | — | 57K | $1.41M | 0.4% | −$7.62K | Added$55K |
| Bristol-Myers Squibb Co | — | 23.3K | $1.41M | 0.4% | $156.2K | Cut$153.5K |
| Intel Corp | INTC | 31.1K | $1.37M | 0.4% | $225K | Cut$166.6K |
| Canadian Imperial Bank Of Co | — | 14.4K | $1.36M | 0.4% | $59.6K | Cut$49.5K |
| Edison Intl | — | 18.6K | $1.36M | 0.4% | $238.3K | Added$277K |
| Bp Plc | — | 28K | $1.31M | 0.4% | $343.1K | Cut$305.9K |
| Ford Mtr Co | — | 112.2K | $1.29M | 0.4% | −$175.9K | Added−$165.8K |
| Price T Rowe Group Inc | TROW | 13.7K | $1.23M | 0.3% | −$108.1K | Added$329.9K |
| Gilead Sciences, Inc. | GILD | 8.55K | $1.19M | 0.3% | $142.2K | Added$142.3K |
| Prudential Plc | — | 40.8K | $1.16M | 0.3% | −$109.8K | Cut−$178K |
| Vodafone Group Plc New | — | 72.8K | $1.09M | 0.3% | $131.8K | Cut−$40.6K |
| Philip Morris Intl Inc | — | 6.5K | $1.08M | 0.3% | $32.1K | Held |
| Home Depot, Inc. | HD | 3.25K | $1.07M | 0.3% | −$47.1K | Added$4.88K |
| National Grid Plc | — | 12.4K | $1.05M | 0.3% | $89.8K | Cut$81.6K |
| Invesco Exch Traded Fd Tr Ii | — | 37.1K | $1.04M | 0.3% | $22.1K | Added$109.5K |
| Vanguard Intl Equity Index F | — | 13.8K | $1.04M | 0.3% | $21.3K | Held |
| Vanguard Index Fds | — | 1.7K | $1.02M | 0.3% | −$38.2K | Added$202.6K |
| Enterprise Prods Partners L | — | 26K | $983.7K | 0.3% | $150.3K | Cut$139.9K |
| Stellantis N.V. | STLA | 134.9K | $956.1K | 0.3% | −$512.4K | Cut−$517.9K |
| Bhp Group Ltd | — | 12.9K | $941.5K | 0.3% | $160.1K | Cut$133.5K |
| Alphabet Inc | — | 3.24K | $932K | 0.3% | −$80.4K | Added−$57.7K |
| Eversource Energy | ES | 13.2K | $916.4K | 0.3% | $25.8K | Cut$19.1K |
| Slb Limited/Nv | SLB | 17K | $872.5K | 0.2% | $200.9K | Added$279.8K |
| Walmart Inc. | WMT | 6.76K | $839.8K | 0.2% | $85.3K | Added$101.3K |
| Marathon Pete Corp | — | 3.38K | $826.2K | 0.2% | $275.9K | Cut$237.1K |
| Target Corp | TGT | 6.79K | $823.3K | 0.2% | $128.3K | Added$288.6K |
| Broadcom Inc. | AVGO | 2.64K | $817.7K | 0.2% | −$87.4K | Added−$9.11K |
| International Business Machs | — | 3.33K | $808.2K | 0.2% | −$179.4K | Cut−$187.4K |
| Altria Group, Inc. | MO | 12.2K | $803.7K | 0.2% | $101.5K | Held |
| Welltower Inc. | WELL | 4.03K | $795.9K | 0.2% | $48.7K | Cut$25.5K |
| International Paper Co | — | 22.3K | $794.5K | 0.2% | −$82.1K | Cut−$84.1K |
| Plains All Amern Pipeline L | — | 35K | $781K | 0.2% | $152.8K | Cut$76.9K |
| Wells Fargo Co New | — | 9.68K | $770.7K | 0.2% | −$131.6K | Cut−$150.2K |
| Barclays Plc | — | 35.8K | $756.9K | 0.2% | −$153.5K | Cut−$156.1K |
| Cisco Sys Inc | — | 9.75K | $756.8K | 0.2% | $5.46K | Cut−$4.32K |
| Devon Energy Corp New | — | 14.9K | $749.7K | 0.2% | $204K | Cut$182K |
| Simon Ppty Group Inc New | — | 3.98K | $743.4K | 0.2% | $5.65K | Cut$2.5K |
| Realty Income Corp | O | 11.4K | $695.5K | 0.2% | $54.7K | Cut$53.4K |
| Mastercard Inc | MA | 1.38K | $690.5K | 0.2% | −$93.1K | Added−$55.6K |
| Anheuser Busch Inbev Sa/Nv | — | 9.91K | $687.7K | 0.2% | $52.8K | Cut$43.4K |
| Berkshire Hathaway Inc Del | — | 1.44K | $687.7K | 0.2% | −$29.1K | Added$62.9K |
| Ishares Tr | — | 1.05K | $686.5K | 0.2% | −$33.3K | Cut−$105.3K |
| Ark Etf Tr | — | 5.57K | $671.7K | 0.2% | −$151K | Cut−$169.2K |
| Entergy Corp New | — | 5.83K | $655.5K | 0.2% | $116.3K | Cut$107.2K |
| Johnson & Johnson | JNJ | 2.63K | $642.7K | 0.2% | $92.2K | Added$134K |
| Novo-Nordisk A S | — | 17.2K | $631.1K | 0.2% | −$69K | Added$382.8K |
| Enbridge Inc | — | 11.6K | $628.5K | 0.2% | $73.2K | Cut$50.6K |
| Meta Platforms, Inc. | META | 1.09K | $624.8K | 0.2% | −$72.9K | Added$77.6K |
| Spdr Index Shs Fds | — | 13.6K | $620.6K | 0.2% | $22.7K | Cut−$8.07K |
| Caterpillar Inc | CAT | 873 | $618.5K | 0.2% | $118.4K | Cut$102.3K |
| Wisdomtree Tr | — | 14.8K | $595.9K | 0.2% | −$12.5K | Held |
| Unitedhealth Group Inc | UNH | 2.19K | $592.3K | 0.2% | −$104.2K | Added$14.6K |
| Visa Inc. | V | 1.93K | $582.4K | 0.2% | −$86.4K | Added−$42.9K |
| Conocophillips | COP | 4.41K | $582K | 0.2% | $169.3K | Cut$168.2K |
| Qualcomm Inc | — | 4.42K | $569.3K | 0.2% | −$81.5K | Added$239.6K |
| Omnicom Group Inc. | OMC | 7.53K | $566.9K | 0.2% | −$40.9K | Cut−$47.7K |
| Spdr Series Trust | — | 7.35K | $562.4K | 0.2% | −$27K | Held |
| Eli Lilly & Co | LLY | 605 | $556.5K | 0.2% | −$73.7K | Added$44.9K |
| Oreilly Automotive Inc | — | 6K | $553.9K | 0.2% | $6.6K | Held |
| BorgWarner Inc | BWA | 10.2K | $553K | 0.2% | $93.8K | Cut$75.7K |
| RTX Corp | RTX | 2.85K | $550.6K | 0.2% | $25.5K | Added$58.5K |
| Vanguard Index Fds | — | 2.45K | $532.3K | 0.1% | $5.93K | Added$302K |
| Diageo Plc | — | 7.1K | $528.7K | 0.1% | −$42.1K | Added$221.4K |
| Sanofi Sa | — | 10.8K | $520.9K | 0.1% | −$2.97K | Added$6.28K |
| Quanta Svcs Inc | — | 936 | $513.9K | 0.1% | $113.2K | Added$137.4K |
| Prudential Finl Inc | — | 4.97K | $485.5K | 0.1% | −$75.4K | Added−$74.9K |
| Vornado Rlty Tr | — | 18.6K | $484K | 0.1% | −$134.5K | Added−$130.2K |
| Sherwin Williams Co | SHW | 1.49K | $477.6K | 0.1% | −$5.18K | Held |
| Toronto Dominion Bk Ont | — | 5.1K | $476K | 0.1% | −$4.54K | Held |
| Molson Coors Beverage Co | — | 11K | $475.7K | 0.1% | −$33.8K | Added$39.8K |
| Oneok Inc /New/ | OKE | 5.21K | $471.3K | 0.1% | $79.8K | Added$123.9K |
| Lockheed Martin Corp | LMT | 776 | $468.7K | 0.1% | $86.6K | Added$121.7K |
| Dow Inc. | DOW | 11.2K | $466.4K | 0.1% | $181.1K | Added$234.6K |
| Ventas, Inc. | VTR | 5.69K | $465.6K | 0.1% | $25K | Cut$23.1K |
| Procter And Gamble Co | PG | 3.17K | $457.3K | 0.1% | $3.31K | Added$37.8K |
| Phillips 66 | PSX | 2.48K | $452.5K | 0.1% | $132K | Cut$112.6K |
| Seagate Technology Hldngs Pl | — | 1.15K | $450.5K | 0.1% | $133.8K | Held |
| Kimberly Clark Corp | KMB | 4.65K | $448.4K | 0.1% | −$20.5K | Held |
| Southern Co | — | 4.64K | $448K | 0.1% | $43.3K | Cut$37.6K |
| Sl Green Rlty Corp | — | 12.1K | $446.6K | 0.1% | −$106.4K | Added−$99.7K |
| Starbucks Corp | SBUX | 4.92K | $440.4K | 0.1% | $26.3K | Added$28.6K |
| Schwab Strategic Tr | — | 14.9K | $435.1K | 0.1% | −$52.1K | Held |
| Dollar Gen Corp New | — | 3.65K | $432.9K | 0.1% | −$51.2K | Cut−$106K |
| Equinor Asa | — | 10.2K | $428.8K | 0.1% | $188.7K | Held |
| Fedex Corp | FDX | 1.2K | $428.1K | 0.1% | $80.9K | Cut$79.5K |
| Vanguard Specialized Funds | — | 1.98K | $425.8K | 0.1% | −$9.35K | Cut−$64.3K |
| Williams Sonoma Inc | WSM | 2.3K | $420.1K | 0.1% | $8.62K | Held |
| Vanguard Index Fds | — | 4.59K | $407.5K | 0.1% | $965 | Held |
| Kimco Rlty Corp | — | 18.1K | $406.6K | 0.1% | $39.8K | Added$39.9K |
| AbbVie Inc. | ABBV | 1.87K | $406.4K | 0.1% | −$20.6K | Cut−$38.6K |
| Unilever Plc | — | 7.04K | $401.2K | 0.1% | −$59.1K | Added−$57.5K |
| Toyota Motor Corp | — | 1.91K | $393.8K | 0.1% | −$13.1K | Added$41.5K |
| APA Corp | APA | 9.2K | $390.3K | 0.1% | $165.3K | Held |
| Canadian Nat Res Ltd | — | 7.99K | $389.5K | 0.1% | $118.9K | Cut$115.8K |
| Advanced Micro Devices Inc | AMD | 1.91K | $389.4K | 0.1% | −$12.8K | Added$134.3K |
| Halliburton Co | HAL | 9.85K | $383.9K | 0.1% | $105.6K | Held |
| BlackRock, Inc. | BLK | 399 | $383.7K | 0.1% | −$37.5K | Added$14.5K |
| Sk Telecom Co Ltd | SKM | 12.6K | $369.4K | 0.1% | $105.5K | Added$122.2K |
| Schwab Strategic Tr | — | 14.9K | $368.8K | 0.1% | $10.6K | Held |
| Honda Motor Ltd | — | 14.8K | $360.2K | 0.1% | — | New |
| Texas Instrs Inc | — | 1.82K | $352.9K | 0.1% | $37.5K | Cut−$7.57K |
| Hsbc Hldgs Plc | — | 4.25K | $350.4K | 0.1% | $16K | Added$20.2K |
| Morgan Stanley | — | 2.12K | $349.4K | 0.1% | −$27.1K | Added−$21.3K |
| Blackstone Inc. | BX | 3.02K | $347.6K | 0.1% | −$118.4K | Cut−$141.2K |
| Costco Whsl Corp New | — | 344 | $342.8K | 0.1% | $31.5K | Added$140.1K |
| Accenture Plc Ireland | — | 1.72K | $341.5K | 0.1% | −$80.2K | Added$34.3K |
| Mckesson Corp | MCK | 379 | $328.2K | 0.1% | $17.1K | Cut$14.7K |
| The Campbells Company | — | 14.5K | $323.3K | 0.1% | −$75K | Added−$50K |
| Pnc Finl Svcs Group Inc | — | 1.55K | $322.5K | 0.1% | −$992 | Cut−$6.21K |
| Ppl Corp | — | 8.42K | $321.8K | 0.1% | $26.8K | Added$26.8K |
| Healthpeak Properties, Inc. | DOC | 19.4K | $319.1K | 0.1% | $6K | Added$43.3K |
| Exelon Corp | EXC | 6.43K | $315.3K | 0.1% | $34.9K | Held |
| Conagra Brands Inc. | CAG | 20K | $314.6K | 0.1% | −$26.8K | Added$22.4K |
| Kenvue Inc. | KVUE | 18.1K | $312K | 0.1% | — | New |
| Dominion Energy, Inc | D | 5.03K | $311.2K | 0.1% | $16.2K | Added$16.5K |
| Dell Technologies Inc. | DELL | 1.87K | $307.4K | 0.1% | $70.7K | Added$74.8K |
| Coca Cola Co | KO | 4.02K | $305.5K | 0.1% | $24.7K | Cut$8.58K |
| Cardinal Health Inc | CAH | 1.44K | $304.1K | 0.1% | $8.36K | Cut$140 |
| Clorox Co Del | — | 2.83K | $293.8K | 0.1% | — | New |
| Duke Energy Corp New | — | 2.24K | $293.7K | 0.1% | $30.8K | Added$30.9K |
| Goldman Sachs Group Inc | — | 343 | $290.2K | 0.1% | −$9.87K | Added$27.4K |
| Truist Finl Corp | — | 6.24K | $286.9K | 0.1% | −$20.2K | Cut−$39.7K |
| Tyson Foods, Inc. | TSN | 4.46K | $285.6K | 0.1% | $24K | Added$27.2K |
| Pepsico Inc | PEP | 1.82K | $282K | 0.1% | $16.6K | Added$79.8K |
| Spdr Series Trust | — | 2.88K | $281.5K | 0.1% | −$25.3K | Held |
| Vanguard World Fd | — | 400 | $279.1K | 0.1% | −$22.4K | Held |
| Main Str Cap Corp | — | 5.2K | $275.4K | 0.1% | −$38.6K | Cut−$51.7K |
| Vanguard Index Fds | — | 1.39K | $271.9K | 0.1% | $7.22K | Held |
| Linde Plc | LIN | 538 | $266.7K | 0.1% | $32.6K | Added$66.3K |
| Magna Intl Inc | — | 4.71K | $262.8K | 0.1% | $11.8K | Cut$8.78K |
| Consolidated Edison Inc | ED | 2.31K | $261.5K | 0.1% | $32K | Held |
| Vanguard Bd Index Fds | — | 3.54K | $261K | 0.1% | −$1.52K | Cut−$30.1K |
| Eni S P A | — | 4.55K | $257.6K | 0.1% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 752 | $254.1K | 0.1% | — | New |
| Franklin Resources Inc | BEN | 10.6K | $251.3K | 0.1% | −$2.87K | Cut−$5.26K |
| Bank Nova Scotia Halifax | — | 3.56K | $246.7K | 0.1% | −$15.6K | Cut−$26.6K |
| Williams Cos Inc | — | 3.39K | $246.7K | 0.1% | $43K | Cut$9.17K |
| Ishares Tr | — | 3.59K | $242.2K | 0.1% | $5.49K | Cut−$848 |
| Bank America Corp | — | 4.91K | $239.6K | 0.1% | −$30K | Added−$24.6K |
| Select Sector Spdr Tr | — | 2.15K | $238.9K | 0.1% | −$14.8K | Held |
| Oracle Corp | — | 1.6K | $235.1K | 0.1% | −$76.4K | Cut−$146.2K |
| Ge Aerospace | — | 823 | $233.7K | 0.1% | −$20K | Held |
| Progressive Corp | — | 1.17K | $231.3K | 0.1% | — | New |
| Netflix Inc | NFLX | 2.4K | $230.9K | 0.1% | $5.45K | Added$17.1K |
| Mcdonalds Corp | MCD | 742 | $230.7K | 0.1% | $3.83K | Held |
| American Express Co | AXP | 754 | $228.1K | 0.1% | −$50.9K | Cut−$56.1K |
| Dominos Pizza Inc | DPZ | 600 | $215.3K | 0.1% | −$34.8K | Held |
| Lowes Cos Inc | — | 877 | $207.2K | 0.1% | — | New |
| Carnival Corp Ltd. | CCL | 8K | $206.2K | 0.1% | −$36.5K | Cut−$48.6K |
| Skyworks Solutions, Inc. | SWKS | 3.84K | $205.7K | 0.1% | −$37.9K | Cut−$50.6K |
| Ishares Tr | — | 1.64K | $203.5K | 0.1% | — | New |
| Pimco Etf Tr | — | 2.17K | $202.5K | 0.1% | −$3.37K | Held |
| Emerson Elec Co | — | 1.54K | $201.6K | 0.1% | −$2.62K | Cut−$57K |
| Vanguard Whitehall Fds | — | 3.06K | $200.8K | 0.1% | −$5.32K | Held |
| Park Hotels & Resorts Inc. | PK | 17.7K | $186.6K | 0.1% | $1.15K | Added$15.3K |
| Franklin Unvl Tr | — | 17.9K | $143.6K | 0.0% | $179 | Held |
| Nuveen Amt Free Qlty Mun Inc | — | 11.6K | $130.7K | 0.0% | −$4.08K | Added$12K |
| Liberty All Star Equity Fd | — | 18.5K | $102.8K | 0.0% | −$13.5K | Held |
| Grifols S A | — | 11.5K | $92.6K | 0.0% | −$15.4K | Held |
| Paramount Skydance Corp | PSKY | 10.1K | $91.5K | 0.0% | −$44.4K | Cut−$48.8K |
| CareCloud, Inc. | CCLD | 22.8K | $83.2K | 0.0% | $16.6K | Held |
| Bit Digital, Inc | BTBT | 12K | $15.7K | 0.0% | — | 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.