Investor
Monument Capital Management
CIK 0001729428 · filed 2026-04-16 · SEC filing
13F book
$399.1M
Positions
217
31 new · 34 sold
Largest name
2.8%
Microsoft Corp · MSFT
Est. mark
$6.79M
Price effect on 186 names still held. Flow −$9.65M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 30.5K | $11.3M | 2.8% | −$3.46M | Cut−$3.69M |
| Caterpillar Inc | CAT | 13.8K | $9.78M | 2.5% | $1.87M | Cut$1.52M |
| Apple Inc. | AAPL | 33.3K | $8.45M | 2.1% | −$601.8K | Cut−$693.5K |
| Ishares Tr | — | 59K | $8.4M | 2.1% | −$369.2K | Cut−$459.8K |
| Comfort Sys Usa Inc | — | 6.03K | $8.32M | 2.1% | $2.69M | Cut$2.44M |
| EMCOR Group, Inc. | EME | 10.9K | $8.03M | 2.0% | $1.38M | Cut$1.14M |
| Ishares Tr | — | 17.3K | $7.37M | 1.8% | −$807.3K | Added−$779.6K |
| Ishares Tr | — | 19.8K | $7.07M | 1.8% | −$334.9K | Added−$333.5K |
| Ishares Tr | — | 45.9K | $6.69M | 1.7% | — | New |
| Walmart Inc. | WMT | 52.4K | $6.51M | 1.6% | $673.9K | Cut$591.5K |
| Alphabet Inc | — | 21.6K | $6.21M | 1.6% | −$470.2K | Added$422.7K |
| Ubiquiti Inc. | UI | 7.42K | $5.87M | 1.5% | $1.76M | Cut$1.5M |
| Ishares Tr | — | 196.9K | $5.7M | 1.4% | — | New |
| Caseys Gen Stores Inc | — | 7.65K | $5.57M | 1.4% | $1.34M | Cut$1.27M |
| First Tr Exchange Traded Fd | — | 63.9K | $5.21M | 1.3% | $112.4K | Cut$109.6K |
| Invesco Qqq Tr | — | 8.96K | $5.17M | 1.3% | −$332.5K | Cut−$345.4K |
| Select Sector Spdr Tr | — | 46K | $5.1M | 1.3% | −$314.6K | Added−$296.8K |
| Ishares Tr | — | 79.8K | $5.02M | 1.3% | — | New |
| Anglogold Ashanti Plc | AU | 51K | $4.96M | 1.2% | $611.4K | Added$644.6K |
| Ishares Tr | — | 52.6K | $4.94M | 1.2% | −$123.6K | Cut−$364.7K |
| Vanguard Scottsdale Fds | — | 58.8K | $4.87M | 1.2% | −$58.8K | Cut−$277.8K |
| Mckesson Corp | MCK | 5.61K | $4.85M | 1.2% | $252.9K | Cut$229.9K |
| Ralph Lauren Corp | RL | 14K | $4.83M | 1.2% | −$135.1K | Cut−$284.7K |
| Ishares Tr | — | 21.7K | $4.74M | 1.2% | — | New |
| Ishares Tr | — | 39K | $4.63M | 1.2% | −$29.3K | Cut−$250.7K |
| Ishares Tr | — | 47.8K | $4.54M | 1.1% | −$12.9K | Cut−$242.5K |
| Amphenol Corp New | — | 35.8K | $4.53M | 1.1% | −$315K | Cut−$408.7K |
| Ishares Inc | — | 82.4K | $4.47M | 1.1% | $32.9K | Cut−$26.1K |
| Ishares Tr | — | 51.5K | $4.47M | 1.1% | — | New |
| Ishares Inc | — | 122.3K | $4.34M | 1.1% | −$2.45K | Cut−$56.8K |
| Ishares Inc | — | 36.1K | $4.19M | 1.0% | $216.8K | Cut$173.8K |
| Johnson & Johnson | JNJ | 17.1K | $4.18M | 1.0% | $589.3K | Added$928.9K |
| Vanguard Tax-Managed Fds | — | 64.3K | $4.12M | 1.0% | $103.5K | Cut$23K |
| Cardinal Health Inc | CAH | 19.4K | $4.11M | 1.0% | $112.9K | Cut$64.8K |
| Tapestry, Inc. | TPR | 28.4K | $4.01M | 1.0% | $378.7K | Cut$306.3K |
| Ishares Inc | — | 74.7K | $3.99M | 1.0% | −$68K | Cut−$77.6K |
| Gilead Sciences, Inc. | GILD | 27.9K | $3.89M | 1.0% | $229.4K | Added$2.2M |
| Applied Matls Inc | — | 11.3K | $3.88M | 1.0% | $961.7K | Cut$943.2K |
| Ishares Inc | — | 70.3K | $3.85M | 1.0% | — | New |
| Mastec Inc | MTZ | 11.4K | $3.65M | 0.9% | — | New |
| Jabil Inc | JBL | 13.7K | $3.64M | 0.9% | $514.4K | Added$517.6K |
| Mgic Invt Corp Wis | — | 137.3K | $3.6M | 0.9% | −$407.7K | Cut−$450.4K |
| Exelixis, Inc. | EXEL | 82.9K | $3.55M | 0.9% | −$77.9K | Cut−$111.6K |
| Lam Research Corp | LRCX | 16.5K | $3.54M | 0.9% | $696.8K | Added$728K |
| Dell Technologies Inc. | DELL | 21K | $3.45M | 0.9% | $99.2K | Added$3.12M |
| Nvidia Corp | NVDA | 19.7K | $3.43M | 0.9% | −$232.4K | Added−$153.4K |
| Jpmorgan Chase & Co. | — | 11.5K | $3.39M | 0.8% | −$323.2K | Cut−$623.2K |
| Trane Technologies Plc | TT | 7.97K | $3.32M | 0.8% | $218.5K | Added$235.1K |
| Hartford Insurance Group Inc | — | 23.7K | $3.21M | 0.8% | −$61K | Cut−$103.9K |
| Progressive Corp | — | 16.2K | $3.2M | 0.8% | −$415.9K | Added−$10.7K |
| Quanta Svcs Inc | — | 5.47K | $3M | 0.8% | $694.3K | Cut$632.2K |
| FirstCash Holdings, Inc. | FCFS | 15.4K | $2.9M | 0.7% | — | New |
| Allison Transmission Hldgs I | — | 24.4K | $2.86M | 0.7% | — | New |
| Valero Energy Corp | — | 11.4K | $2.81M | 0.7% | $160.7K | Added$2.5M |
| Coca-Cola Europacific Partne | — | 30.5K | $2.77M | 0.7% | −$916 | Cut−$1.1K |
| Oshkosh Corp | OSK | 18.5K | $2.72M | 0.7% | — | New |
| Incyte Corp | INCY | 28.6K | $2.69M | 0.7% | −$132K | Added−$111.1K |
| Janus Henderson Group Plc | — | 52.1K | $2.68M | 0.7% | — | New |
| Merck & Co., Inc. | MRK | 22K | $2.64M | 0.7% | $280.9K | Added$673.7K |
| Carpenter Technology Corp | CRS | 6.56K | $2.58M | 0.6% | — | New |
| Vanguard Index Fds | — | 7.96K | $2.55M | 0.6% | −$114.6K | Added−$102.7K |
| Broadcom Inc. | AVGO | 8.22K | $2.55M | 0.6% | −$300.9K | Cut−$402.3K |
| Flowserve Corp | FLS | 34.1K | $2.51M | 0.6% | $102.9K | Added$777K |
| Procter And Gamble Co | PG | 17K | $2.46M | 0.6% | $19.2K | Cut−$4.19K |
| C. H. Robinson Worldwide, Inc. | CHRW | 14.6K | $2.42M | 0.6% | $75.5K | Added$135K |
| Ferguson Enterprises Inc | — | 10.2K | $2.38M | 0.6% | — | New |
| Exxon Mobil Corp | — | 14K | $2.38M | 0.6% | $690.2K | Added$697.3K |
| Dillards Inc | — | 4.04K | $2.31M | 0.6% | −$138.4K | Cut−$232.9K |
| Eli Lilly & Co | LLY | 2.42K | $2.22M | 0.6% | −$374.6K | Cut−$385.4K |
| Amazon Com Inc | AMZN | 10.6K | $2.2M | 0.6% | −$238.6K | Cut−$288.2K |
| HCA Healthcare, Inc. | HCA | 4.58K | $2.17M | 0.5% | $2.99K | Added$1.94M |
| Fedex Corp | FDX | 6.05K | $2.15M | 0.5% | — | New |
| Vanguard Whitehall Fds | — | 14.5K | $2.14M | 0.5% | $66.3K | Cut−$794.5K |
| Evercore Inc. | EVR | 7.17K | $2.14M | 0.5% | −$296.9K | Added−$279.9K |
| Invesco Exchange Traded Fd T | — | 10.4K | $2M | 0.5% | $3.78K | Cut$2.82K |
| Ishares Inc | — | 47.7K | $1.83M | 0.5% | — | New |
| Ishares Tr | — | 49.5K | $1.8M | 0.5% | — | New |
| Ww Grainger Inc | — | 1.54K | $1.68M | 0.4% | $126.2K | Cut$111.1K |
| Visa Inc. | V | 5.54K | $1.68M | 0.4% | −$268.7K | Cut−$435.6K |
| Ishares Inc | — | 21.7K | $1.54M | 0.4% | — | New |
| Meta Platforms, Inc. | META | 2.57K | $1.47M | 0.4% | −$225.7K | Cut−$414.5K |
| Invesco Exchange Traded Fd T | — | 32K | $1.45M | 0.4% | −$7.99K | Cut−$9.68K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.4% | −$73.3K | Held |
| Coca Cola Co | KO | 18.6K | $1.42M | 0.4% | $114.5K | Cut$83.7K |
| Home Depot, Inc. | HD | 4.25K | $1.4M | 0.4% | −$64.6K | Cut−$129.3K |
| AbbVie Inc. | ABBV | 6.18K | $1.34M | 0.3% | −$68K | Cut−$74.4K |
| American Elec Pwr Co Inc | — | 9.92K | $1.3M | 0.3% | $137.1K | Added$297.7K |
| Consolidated Edison Inc | ED | 11.4K | $1.29M | 0.3% | $149.4K | Added$221.5K |
| Cisco Sys Inc | — | 15.2K | $1.18M | 0.3% | $8.52K | Cut−$36.8K |
| Chevron Corp New | CVX | 5.69K | $1.18M | 0.3% | $305.5K | Added$323.5K |
| Tjx Cos Inc New | — | 7.28K | $1.16M | 0.3% | $44.4K | Cut$29K |
| Waste Mgmt Inc Del | — | 5.01K | $1.15M | 0.3% | $50.5K | Cut$23.4K |
| Alphabet Inc | — | 3.8K | $1.09M | 0.3% | −$101K | Added−$86.1K |
| Murphy USA Inc. | MUSA | 2.2K | $1.09M | 0.3% | $199.2K | Cut$187.5K |
| Netflix Inc | NFLX | 11.2K | $1.08M | 0.3% | $26.8K | Cut−$8.59K |
| Philip Morris Intl Inc | — | 6.5K | $1.07M | 0.3% | $32.1K | Cut$31K |
| Service Corp Intl | — | 12.5K | $1.03M | 0.3% | $56.6K | Cut$40.5K |
| Truist Finl Corp | — | 22.3K | $1.03M | 0.3% | −$72.2K | Added−$71.3K |
| Costco Whsl Corp New | — | 964 | $960.5K | 0.2% | $107.4K | Added$269.8K |
| Amgen Inc | AMGN | 2.67K | $938K | 0.2% | $65.4K | Cut$25.5K |
| Verizon Communications Inc | VZ | 17.4K | $874.3K | 0.2% | $76.6K | Added$545K |
| Mastercard Inc | MA | 1.71K | $852.9K | 0.2% | −$121.4K | Cut−$268.7K |
| Oreilly Automotive Inc | — | 9.17K | $846.5K | 0.2% | $10.1K | Cut$875 |
| Spdr S&P 500 Etf Tr | — | 1.3K | $842.7K | 0.2% | −$40.9K | Cut−$49.8K |
| Palantir Technologies Inc. | PLTR | 5.63K | $823.6K | 0.2% | −$168.1K | Added−$125.8K |
| Ge Aerospace | — | 2.87K | $815.3K | 0.2% | −$68.3K | Added−$52.5K |
| Novartis Ag | — | 5.08K | $775.4K | 0.2% | $65.3K | Added$170.7K |
| Duke Energy Corp New | — | 5.85K | $766.3K | 0.2% | $80.3K | Cut$9.08K |
| Wells Fargo Co New | — | 9.09K | $723.4K | 0.2% | −$123.5K | Cut−$132K |
| Nextera Energy Inc | — | 7.71K | $716.2K | 0.2% | $85.6K | Added$171.1K |
| Citigroup Inc | — | 5.98K | $677.7K | 0.2% | −$19.6K | Added−$18.1K |
| Vanguard Intl Equity Index F | — | 4.79K | $662.7K | 0.2% | −$12.2K | Added$34.2K |
| Marathon Pete Corp | — | 2.7K | $660.1K | 0.2% | $220.3K | Added$220.8K |
| Western Digital Corp | WDC | 2.42K | $655.4K | 0.2% | — | New |
| Totalenergies Se | TTE | 7.2K | $654.7K | 0.2% | $183.9K | Cut$180.7K |
| Ares Capital Corp | ARCC | 35.8K | $645.1K | 0.2% | −$79.1K | Cut−$86.5K |
| Synopsys Inc | SNPS | 1.6K | $633.6K | 0.2% | −$117K | Cut−$118K |
| Hsbc Hldgs Plc | — | 7.6K | $627K | 0.2% | $28.7K | Added$35.4K |
| Pulte Group Inc | — | 5.32K | $625.2K | 0.2% | $1.86K | Cut−$836 |
| Nucor Corp | NUE | 3.69K | $623.3K | 0.2% | $22.1K | Cut$8.22K |
| Newmont Corp | — | 5.7K | $616.9K | 0.2% | $23.6K | Added$335.8K |
| Simon Ppty Group Inc New | — | 3.31K | $616.7K | 0.2% | $4.7K | Cut$1.18K |
| Lockheed Martin Corp | LMT | 984 | $594.6K | 0.1% | $111.6K | Added$147.9K |
| Eaton Corp Plc | ETN | 1.66K | $592.7K | 0.1% | $64.9K | Cut−$19.5K |
| Oracle Corp | — | 4K | $587.9K | 0.1% | −$191.1K | Cut−$494.3K |
| Arch Cap Group Ltd | — | 6.04K | $579.3K | 0.1% | $423 | Held |
| GE Vernova Inc. | GEV | 657 | $573.5K | 0.1% | $143.7K | Added$145.4K |
| J P Morgan Exchange Traded F | — | 9.92K | $562.4K | 0.1% | −$5.56K | Cut−$16.2K |
| Bristol-Myers Squibb Co | — | 9.13K | $553.4K | 0.1% | — | New |
| Ishares Tr | — | 3.55K | $550.8K | 0.1% | −$42.5K | Added−$5.23K |
| Radiant Logistics, Inc | RLGT | 76.5K | $539.3K | 0.1% | $55.1K | Held |
| Seagate Technology Hldngs Pl | — | 1.36K | $533.6K | 0.1% | $134.5K | Added$215.2K |
| Mcdonalds Corp | MCD | 1.72K | $533.5K | 0.1% | $8.85K | Cut−$29.3K |
| Booking Holdings Inc. | BKNG | 126 | $530.7K | 0.1% | −$144.3K | Cut−$299.6K |
| Goldman Sachs Group Inc | — | 599 | $506.9K | 0.1% | −$19.7K | Cut−$24.1K |
| Berkshire Hathaway Inc Del | — | 1.06K | $506K | 0.1% | −$24.4K | Added−$17.7K |
| Tesla, Inc. | TSLA | 1.35K | $502.6K | 0.1% | −$105.4K | Cut−$144.5K |
| Cencora, Inc. | COR | 1.55K | $487.9K | 0.1% | −$36.6K | Added−$36.3K |
| Hercules Capital Inc | — | 30.9K | $456K | 0.1% | −$125K | Cut−$126.7K |
| First Tr Exchange Traded Fd | — | 25.3K | $451.3K | 0.1% | $55.1K | Cut$39K |
| Micron Technology Inc | MU | 1.32K | $445.3K | 0.1% | — | New |
| Ventas, Inc. | VTR | 5.42K | $442.8K | 0.1% | $23.8K | Cut$9.05K |
| Invesco Exch Traded Fd Tr Ii | — | 8.86K | $438.5K | 0.1% | $4.76K | Held |
| Parker-Hannifin Corp | PH | 487 | $436.2K | 0.1% | $7.94K | Cut−$856 |
| Dimensional Etf Trust | — | 11K | $427.9K | 0.1% | −$8.04K | Held |
| Mueller Inds Inc | — | 3.85K | $426.5K | 0.1% | −$15.4K | Cut−$59.8K |
| Royal Caribbean Group | — | 1.52K | $419.4K | 0.1% | −$5.7K | Cut−$10.2K |
| Welltower Inc. | WELL | 2.11K | $417K | 0.1% | $25.6K | Cut$5.37K |
| At&T Inc | — | 14.2K | $410.8K | 0.1% | $58.8K | Cut$29.9K |
| Illinois Tool Wks Inc | — | 1.57K | $410K | 0.1% | $22K | Cut$11K |
| Wec Energy Group, Inc. | WEC | 3.42K | $395.7K | 0.1% | $35.2K | Cut−$81.5K |
| Astrazeneca Plc Ord | AZN | 1.93K | $380.2K | 0.1% | — | New |
| Kinder Morgan Inc Del | — | 11.3K | $379.5K | 0.1% | $62.2K | Added$96.4K |
| Pepsico Inc | PEP | 2.43K | $377.9K | 0.1% | $28.6K | Cut$3.39K |
| Aflac Inc | AFL | 3.42K | $375.3K | 0.1% | −$1.92K | Cut−$23.3K |
| Thermo Fisher Scientific Inc. | TMO | 761 | $373.8K | 0.1% | −$66.6K | Added−$65.1K |
| Packaging Corp Amer | — | 1.76K | $373.5K | 0.1% | $10.5K | Cut$849 |
| Installed Bldg Prods Inc | — | 1.4K | $370.7K | 0.1% | $7.83K | Added$17.9K |
| Travelers Companies, Inc. | TRV | 1.26K | $366.9K | 0.1% | $2.04K | Cut−$13.3K |
| Henry Jack & Assoc Inc | — | 2.32K | $366.4K | 0.1% | −$56.7K | Cut−$67.2K |
| Iron Mtn Inc Del | — | 3.55K | $362.5K | 0.1% | $68K | Added$68.4K |
| InterDigital, Inc. | IDCC | 1.18K | $354.9K | 0.1% | −$19.2K | Added−$18.6K |
| Golub Cap Bdc Inc | — | 28K | $354.5K | 0.1% | −$25.5K | Held |
| Cboe Global Mkts Inc | — | 1.24K | $348K | 0.1% | $37.2K | Held |
| Blackstone Secd Lending Fd | — | 14.4K | $341.6K | 0.1% | −$38.1K | Cut−$216.2K |
| Altria Group, Inc. | MO | 5.11K | $337.4K | 0.1% | $42.6K | Cut−$237.3K |
| Kla Corp | KLAC | 229 | $337.2K | 0.1% | $55.6K | Added$74.7K |
| Sixth Street Specialty Lendi | — | 18.1K | $332.9K | 0.1% | −$60.5K | Cut−$70.7K |
| Fidus Invt Corp | — | 19K | $331.7K | 0.1% | −$35.8K | Held |
| Fox Corp | — | 5.68K | $331.5K | 0.1% | −$83.3K | Cut−$444.3K |
| Spdr Dow Jones Indl Average | — | 707 | $327.5K | 0.1% | −$12.3K | Held |
| Lowes Cos Inc | — | 1.38K | $326.3K | 0.1% | −$6.74K | Cut−$56.4K |
| BlackRock, Inc. | BLK | 339 | $326.2K | 0.1% | −$25.1K | Added$79.8K |
| Southern Copper Corp/ | SCCO | 1.87K | $321.9K | 0.1% | — | New |
| Bank New York Mellon Corp | — | 2.68K | $317.7K | 0.1% | $6.79K | Added$7.5K |
| Deluxe Corp | DLX | 11.4K | $314.8K | 0.1% | — | New |
| Murphy Oil Corp | MUR | 7.48K | $308.6K | 0.1% | $74.8K | Cut$43.1K |
| Vale S.A. | VALE | 19.2K | $305.8K | 0.1% | $54K | Added$61.3K |
| Cummins Inc | CMI | 564 | $303.4K | 0.1% | $15.5K | Cut$13K |
| Autozone Inc | AZO | 89 | $300.6K | 0.1% | −$1.22K | Cut−$119.9K |
| United Rentals, Inc. | URI | 405 | $295.1K | 0.1% | −$32.7K | Cut−$41.6K |
| Gsk Plc | — | 5.26K | $290.1K | 0.1% | $31.4K | Added$39.8K |
| Capital One Finl Corp | — | 1.58K | $288K | 0.1% | −$94.6K | Cut−$98K |
| Marriott Intl Inc New | — | 873 | $285.5K | 0.1% | $14.7K | Cut$8.49K |
| American Express Co | AXP | 939 | $284.1K | 0.1% | −$63.4K | Cut−$74.1K |
| Steel Dynamics Inc | STLD | 1.56K | $280.3K | 0.1% | $16.4K | Cut$3.89K |
| Fair Isaac Corp | FICO | 253 | $270.1K | 0.1% | −$157.6K | Cut−$270.9K |
| Bank America Corp | — | 5.42K | $264K | 0.1% | −$33.8K | Cut−$44.5K |
| First Bancorp P R | — | 12.1K | $259.5K | 0.1% | $7.65K | Cut−$26.1K |
| Rio Tinto Plc | — | 2.64K | $245.9K | 0.1% | — | New |
| DHT Holdings, Inc. | DHT | 13.3K | $242.7K | 0.1% | $80.5K | Cut$75.3K |
| 3M CO | MMM | 1.6K | $232.8K | 0.1% | −$23.8K | Cut−$43.4K |
| Union Pac Corp | — | 953 | $231.3K | 0.1% | $10.8K | Cut−$23K |
| International Business Machs | — | 948 | $229.8K | 0.1% | −$48.6K | Added−$37.4K |
| Buckle Inc | BKE | 4.56K | $229.6K | 0.1% | −$14K | Cut−$93.9K |
| Coca Cola Cons Inc | — | 1.19K | $227.9K | 0.1% | $45.7K | Cut$18.1K |
| Virtuix Holdings Inc. | VTIX | 33.6K | $227.2K | 0.1% | — | New |
| Realty Income Corp | O | 3.68K | $225.4K | 0.1% | $17.7K | Added$18.1K |
| Emerson Elec Co | — | 1.68K | $220K | 0.1% | −$2.85K | Cut−$3.52K |
| Comcast Corp New | — | 7.62K | $218.7K | 0.1% | −$8.2K | Added$10.9K |
| American Intl Group Inc | — | 2.86K | $215.2K | 0.1% | −$29.5K | Cut−$41.5K |
| Eversource Energy | ES | 3.08K | $213.6K | 0.1% | $5.91K | Added$9.38K |
| Archrock, Inc. | AROC | 6.08K | $211.4K | 0.1% | — | New |
| Ross Stores, Inc. | ROST | 973 | $210.9K | 0.1% | — | New |
| Ishares Tr | — | 981 | $209.6K | 0.1% | $3.27K | Held |
| Cintas Corp | CTAS | 1.24K | $209.6K | 0.1% | −$23.4K | Added−$22.9K |
| Kontoor Brands, Inc. | KTB | 2.97K | $208.8K | 0.1% | $27.3K | Cut$6K |
| Freeport-Mcmoran Inc | FCX | 3.52K | $207K | 0.1% | — | New |
| Linde Plc | LIN | 413 | $204.7K | 0.1% | — | New |
| Cal-Maine Foods Inc | CALM | 2.58K | $204.4K | 0.1% | −$1.09K | Cut−$9.44K |
| Broadstone Net Lease, Inc. | BNL | 11.1K | $203.7K | 0.1% | $10K | Held |
| Howmet Aerospace Inc. | HWM | 879 | $202.6K | 0.1% | — | New |
| Motorola Solutions, Inc. | MSI | 466 | $202.2K | 0.1% | — | New |
| Apple Hospitality REIT, Inc. | APLE | 16.4K | $189.3K | 0.0% | −$5.59K | Held |
| Rpc Inc | RES | 20.1K | $142.6K | 0.0% | $25.5K | Added$58.1K |
| Ambev Sa | — | 11.2K | $32.6K | 0.0% | $4.57K | Added$7.55K |
| Inotiv, Inc. | NOTVQ | 32.4K | $8.84K | 0.0% | −$9.39K | Held |
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.