13F

Investor

MOTCO

CIK 0001306333 · filed 2026-04-22 · SEC filing

13F book

$1.08B

Positions

598

50 new · 83 sold

Largest name

3.8%

Broadcom Inc. · AVGO

Est. mark

−$21.7M

Price effect on 548 names still held. Flow −$472.6K.
NameTickerSharesValueWeightEst. markChange
Broadcom Inc.AVGO133.5K$41.3M3.8%−$4.53MAdded−$1.57M
Alphabet Inc103.2K$29.7M2.7%−$2.63MCut−$3.86M
Spdr S&P 500 Etf Tr43.6K$28.4M2.6%−$1.38MCut−$2.37M
Nvidia CorpNVDA145.2K$25.3M2.3%−$1.43MAdded$3.24M
Microsoft CorpMSFT66.5K$24.6M2.3%−$6.27MAdded−$2.1M
Apple Inc.AAPL96.3K$24.4M2.3%−$1.74MCut−$2.33M
Jpmorgan Chase & Co.82.4K$24.2M2.2%−$2.31MCut−$2.56M
Amphenol Corp New167.9K$21.2M2.0%−$1.48MCut−$2.54M
Rush Enterprises Inc316.8K$20.9M1.9%$3.86MHeld
Victory Portfolios Ii373K$18.9M1.7%−$91.6KAdded$954.7K
Spdr Gold Tr43.2K$18.6M1.7%$1.47MCut$1.05M
Walmart Inc.WMT138.1K$17.2M1.6%$1.78MCut$1.09M
Johnson & JohnsonJNJ69.1K$16.9M1.6%$2.59MCut$2.19M
Exxon Mobil Corp99.3K$16.9M1.6%$4.9MCut$4.66M
Goldman Sachs Group Inc19.1K$16.2M1.5%−$631.2KCut−$1.03M
Tjx Cos Inc New98.3K$15.7M1.5%$598.7KCut$422.7K
Costco Whsl Corp New15.6K$15.6M1.4%$2.08MAdded$2.2M
Amazon Com IncAMZN68K$14.2M1.3%−$1.52MAdded−$1.43M
Meta Platforms, Inc.META24.6K$14.1M1.3%−$2.1MAdded−$1.71M
Eli Lilly & CoLLY14.9K$13.7M1.3%−$2.31MCut−$2.67M
Chevron Corp NewCVX63.4K$13.1M1.2%$3.46MCut$3.35M
Microchip Technology Inc.200.7K$13M1.2%$175.6KAdded$393.2K
Mckesson CorpMCK14.4K$12.5M1.2%$648.9KCut$516K
Corning Inc89.7K$12.2M1.1%$4.34MCut$3.97M
Intercontinental Exchange In75.8K$11.9M1.1%−$346KAdded−$49.2K
Waste Mgmt Inc Del51.6K$11.9M1.1%$514.1KAdded$661.4K
Palo Alto Networks IncPANW72.9K$11.7M1.1%−$1.69MAdded−$1.34M
Schwab Charles Corp123.3K$11.6M1.1%−$729.3KAdded−$700K
Netflix IncNFLX120.3K$11.6M1.1%$275.1KAdded$778.7K
Eaton Corp PlcETN32.2K$11.5M1.1%$1.23MAdded$1.5M
Thermo Fisher Scientific Inc.TMO23.4K$11.5M1.1%−$2.02MAdded−$1.82M
Union Pac Corp47K$11.4M1.1%$525.8KAdded$645.4K
Nextera Energy Inc121.7K$11.3M1.0%$1.53MCut$1.5M
T-Mobile Us Inc52.5K$11M1.0%$355KAdded$721.5K
Accenture Plc Ireland55.3K$11M1.0%−$2.34MAdded$2.01M
Ulta Beauty, Inc.ULTA20.8K$10.9M1.0%−$1.72MCut−$1.95M
Visa Inc.V35.7K$10.8M1.0%−$1.69MAdded−$1.42M
Apollo Global Mgmt Inc95.8K$10.7M1.0%−$3.07MAdded−$2.65M
Procter And Gamble CoPG73.6K$10.6M1.0%$75.3KAdded$1.08M
Lowes Cos Inc44.6K$10.5M1.0%−$214.2KAdded−$49.8K
Motorola Solutions, Inc.MSI23.5K$10.2M0.9%$1.09MAdded$1.93M
ServiceNow, Inc.NOW95.8K$10M0.9%−$51.1KAdded$9.86M
Booking Holdings Inc.BKNG2.37K$9.98M0.9%−$2.62MAdded−$2.26M
Aon plcAON30.4K$9.81M0.9%−$875.1KAdded−$449.7K
S&P Global Inc.SPGI22.1K$9.38M0.9%−$2.04MAdded−$1.56M
First Tr Exch Traded Fd Iii185K$9.37M0.9%−$87.9KCut−$95.8K
Uber Technologies, IncUBER127.4K$9.16M0.8%−$1.19MAdded−$798.9K
Spdr Series Trust342.6K$9.01M0.8%−$57.1KAdded$110.7K
Linde PlcLIN17.8K$8.84M0.8%$1.21MAdded$1.4M
Stryker CorpSYK26.2K$8.62M0.8%−$536.8KAdded$372K
Iqvia Hldgs Inc50.2K$8.56M0.8%−$2.63MAdded−$2.22M
Salesforce, Inc.CRM44.4K$8.3M0.8%−$3.18MAdded−$2.48M
Bank New York Mellon Corp69.1K$8.2M0.8%$175.6KCut$46.1K
Northrop Grumman Corp12K$8.18M0.8%$1.34MCut$1.09M
Intuit Inc.INTU18.5K$7.98M0.7%−$3.85MAdded−$3.09M
Diamondback Energy, Inc.FANG35.5K$7.03M0.7%$1.69MCut$1.66M
Cisco Sys Inc90.5K$7.02M0.7%$50.7KCut−$24.5K
Ishares Gold Tr78.6K$6.93M0.6%$549.7KCut$539.2K
Coca Cola CoKO90.1K$6.85M0.6%$553.3KCut$498.9K
Emerson Elec Co49.9K$6.54M0.6%−$84.8KCut−$105.6K
NXP Semiconductors N.V.NXPI32.8K$6.45M0.6%−$638.8KAdded−$416.1K
Dell Technologies Inc.DELL38.9K$6.38M0.6%$1.49MCut$1.43M
Merck & Co., Inc.MRK48.2K$5.79M0.5%$721.2KAdded$742.6K
American Elec Pwr Co Inc43.6K$5.71M0.5%$687.3KCut$656.4K
Spdr S&P Midcap 400 Etf Tr9.15K$5.64M0.5%$123.3KCut$52.1K
Texas Instrs Inc28.8K$5.59M0.5%$591.3KAdded$618.6K
Mcdonalds CorpMCD17.5K$5.44M0.5%$90.3KCut$21.8K
Home Depot, Inc.HD16K$5.27M0.5%−$241.1KAdded−$187.5K
Lockheed Martin CorpLMT8.69K$5.25M0.5%$1.05MCut$1M
Cme Group Inc.CME17.6K$5.19M0.5%$391.7KCut$369.3K
Air Prods & Chems Inc17.8K$5.17M0.5%$761.3KAdded$838.9K
Wec Energy Group, Inc.WEC44.2K$5.11M0.5%$455.2KCut$450.8K
Verizon Communications IncVZ100.3K$5.04M0.5%$950.1KCut$944.6K
Cintas CorpCTAS28.8K$4.87M0.4%−$526.8KAdded−$368.3K
Pnc Finl Svcs Group Inc22.4K$4.65M0.4%−$14.3KCut−$25.2K
Us Bancorp Del89K$4.63M0.4%−$120.1KCut−$142.9K
Darden Restaurants IncDRI23.5K$4.6M0.4%$282.2KCut$196.5K
Qualcomm Inc35.5K$4.57M0.4%−$1.47MAdded−$1.39M
Sun Life Financial Inc.72.8K$4.56M0.4%$11.6KAdded$16.5K
Pepsico IncPEP28.8K$4.47M0.4%$336KAdded$367.9K
Blackstone Inc.BX37.6K$4.32M0.4%−$1.44MAdded−$1.33M
AbbVie Inc.ABBV19.6K$4.26M0.4%−$215.4KCut−$216.5K
Putnam Etf Trust90.8K$4.21M0.4%$69.5KAdded$396.5K
International Business Machs17.3K$4.18M0.4%−$923.3KAdded−$899.3K
J P Morgan Exchange Traded F49K$4.14M0.4%−$333.2KAdded$404.9K
Fidelity Covington Trust109.5K$3.94M0.4%−$32.7KAdded$1.1M
Unilever Plc66.5K$3.79M0.4%−$560.2KCut−$615.6K
Public Svc Enterprise Grp In46.6K$3.77M0.3%$30.3KCut$2.4K
Ishares Tr5.77K$3.77M0.3%−$183KCut−$1.33M
Cigna GroupCI13.9K$3.72M0.3%−$116.1KAdded−$50.2K
Comcast Corp New128.6K$3.69M0.3%−$143.9KAdded$47K
Paychex IncPAYX39.6K$3.64M0.3%−$740.9KAdded−$498.3K
American Centy Etf Tr42.7K$3.62M0.3%$99.7KAdded$363.7K
Sanofi Sa69.4K$3.35M0.3%−$19.2KAdded$18.6K
Genuine Parts CoGPC31.3K$3.31M0.3%−$528.2KAdded−$465K
Vici Pptys Inc118.5K$3.24M0.3%−$89.9KAdded$75.7K
Vanguard Whitehall Fds30.8K$2.9M0.3%$123.6KAdded$277.8K
United Parcel Service IncUPS27.8K$2.74M0.3%−$21.2KAdded$144.7K
Vanguard Growth Etf6.14K$2.68M0.2%−$310.5KAdded−$282.6K
Alphabet Inc8.53K$2.45M0.2%−$229.8KCut−$289.4K
Diageo Plc31K$2.31M0.2%−$340.1KAdded−$173K
Ishares Tr23.7K$2.31M0.2%$26.1KCut−$37.1K
American Centy Etf Tr18.5K$2.04M0.2%$151.8KAdded$221K
American Centy Etf Tr23.9K$1.92M0.2%$82KAdded$148.5K
Vanguard Specialized Funds8.67K$1.86M0.2%−$40.9KCut−$983.8K
General Mls IncGIS48.9K$1.82M0.2%−$400.8KAdded−$189K
Vanguard Tax-Managed Fds27.9K$1.79M0.2%$44.9KCut−$7.6K
Texas Pacific Land Corporati3.74K$1.78M0.2%$701.4KHeld
First Tr Exchange-Traded Fd40.3K$1.76M0.2%$233.2KCut$233K
Dimensional Etf Trust52.1K$1.75M0.2%$31.2KAdded$347.1K
Neuberger Berman Etf Trust66.4K$1.67M0.2%−$2.35KAdded$221.8K
Vanguard Bd Index Fds21.3K$1.64M0.2%−$14.9KCut−$298.9K
Deere & CoDE2.84K$1.6M0.1%$277.2KCut$226.4K
Taiwan Semiconductor Mfg Ltd4.54K$1.53M0.1%$154.5KCut$67K
Ishares Tr34.8K$1.48M0.1%$108.2KCut−$152K
Asml Holding N V1.07K$1.41M0.1%$267.8KCut$141.5K
Berkshire Hathaway Inc Del2.85K$1.37M0.1%−$61.9KAdded$39.3K
Vanguard Bd Index Fds14.4K$1.13M0.1%−$5.76KCut−$751.4K
Shell Plc11.4K$1.06M0.1%$223.1KCut$147.4K
Ssga Active Etf Tr26.6K$1.06M0.1%−$13.8KCut−$24.7K
Bank Nova Scotia Halifax14.2K$987.5K0.1%−$62.4KCut−$63.4K
BlackRock, Inc.BLK982$944.4K0.1%−$105.8KAdded−$98.1K
Novartis Ag6.14K$938.6K0.1%$91.4KCut$81.2K
Spdr Dow Jones Indl Average1.89K$876.8K0.1%−$32.9KHeld
Sabine Rty Tr11.6K$873.9K0.1%$78.5KHeld
Oracle Corp5.53K$813.4K0.1%−$264.3KCut−$478.9K
Ishares Tr6.38K$793.5K0.1%$26.4KCut−$50.8K
Ishares Tr1.86K$792.3K0.1%−$87.1KCut−$239.1K
Icon PlcICLR6.89K$762.8K0.1%−$264.6KAdded$89.1K
Vanguard Index Fds8.43K$747.7K0.1%$1.77KCut−$619
Ambev Sa240.3K$701.5K0.1%$108.1KCut$102.9K
Ishares Tr7.26K$656.9K0.1%$7.76KCut−$186.2K
J P Morgan Exchange Traded F13.4K$642.1K0.1%−$11.5KAdded$5.62K
Ishares Tr9.52K$637.8K0.1%$52.5KAdded$66.8K
Ishares Tr9.25K$624.5K0.1%$14.2KCut−$103K
Capital Group New Geography18.2K$573.9K0.1%New
Vanguard Intl Equity Index F10.5K$569.8K0.1%$3.06KCut−$71.4K
Ishares Tr2.66K$568.8K0.1%$8.87KHeld
EMCOR Group, Inc.EME760$561.1K0.1%$96.2KCut−$65.4K
Honeywell Intl Inc2.47K$558.1K0.1%$76.4KHeld
Spdr Series Trust9.03K$534.6K0.0%$11.8KHeld
Southern Co5.52K$532.6K0.0%$51.4KCut$48.3K
Mastercard IncMA1.04K$520.6K0.0%−$74.2KCut−$76.5K
Kla CorpKLAC345$508K0.0%$88.8KCut$15.9K
American Express CoAXP1.66K$502.4K0.0%−$112.1KCut−$114.7K
Autodesk, Inc.ADSK2K$478.8K0.0%New
Ross Stores, Inc.ROST1.97K$426.8K0.0%$71.9KHeld
American Tower Corp New2.46K$425.2K0.0%−$5.96KAdded$75K
Dimensional Etf Trust12.4K$420.3K0.0%$15.3KHeld
Morgan Stanley2.51K$412.9K0.0%−$32.5KCut−$36.1K
Ishares Tr3.4K$403.2K0.0%−$36.2KHeld
Federated Hermes Etf Trust15.7K$395.2K0.0%−$934Added$298.4K
At&T Inc13.5K$392.3K0.0%$56.2KCut$50.3K
Automatic Data Processing In1.92K$390.7K0.0%−$103.9KCut−$590.4K
Public Storage Oper Co1.44K$389.8K0.0%$14.6KAdded$56.6K
Novo-Nordisk A S10.5K$386.5K0.0%−$148.6KCut−$202K
Martin Marietta Matls Inc653$384.4K0.0%−$22.2KHeld
Prologis Inc.2.88K$381.2K0.0%$13KCut−$17.2K
3M COMMM2.6K$377.5K0.0%−$35KAdded$97
Danaher Corporation1.97K$373.1K0.0%−$76KAdded−$69.1K
Vanguard Index Fds1.86K$365.3K0.0%$9.7KHeld
Digital Rlty Tr Inc2K$360.2K0.0%$16.6KAdded$259.5K
Schwab Strategic Tr13.5K$346.7K0.0%−$15.4KAdded$21.2K
Analog Devices IncADI1.09K$346.1K0.0%$51.1KCut$48.4K
RTX CorpRTX1.78K$343.6K0.0%$16.3KAdded$29.4K
Pfizer IncPFE12.1K$340.4K0.0%$38.6KCut−$2.79M
Hershey CoHSY1.57K$327K0.0%$40.8KHeld
Spdr Series Trust2.56K$326.4K0.0%$14.8KHeld
Select Sector Spdr Tr2K$323.3K0.0%$13.2KHeld
Vanguard Index Fds535$319.7K0.0%−$15KAdded$1.73K
Valero Energy Corp1.28K$316.5K0.0%$108KHeld
Schwab Strategic Tr6.66K$311.1K0.0%$7.37KAdded$34K
Colgate Palmolive CoCL3.62K$308.8K0.0%$22.5KHeld
Disney Walt Co3.2K$308.2K0.0%−$55.6KCut−$79.6K
Ishares Inc4.36K$304.3K0.0%$9.18KAdded$60.3K
Adobe Inc.ADBE1.25K$303.1K0.0%−$133.3KCut−$8.38M
Dimensional Etf Trust4.18K$296.7K0.0%−$13.6KHeld
Bristol-Myers Squibb Co4.77K$289.5K0.0%$32KHeld
Equinix IncEQIX295$289.2K0.0%$63.2KCut−$88.5K
Ishares Tr2.79K$280.6K0.0%$10.4KCut$1.03K
Mastec IncMTZ845$271.9K0.0%$88.2KHeld
Starbucks CorpSBUX3.02K$270.7K0.0%$15.8KAdded$22.9K
Amgen IncAMGN751$264.2K0.0%$15.2KAdded$61.6K
Ishares Tr1.98K$262.2K0.0%$1.8KCut−$8.07K
Schwab Strategic Tr8.99K$261.9K0.0%−$1.91KAdded$244.1K
Ishares Tr1.71K$259.1K0.0%$17.6KCut−$129.2K
Ishares Tr1.77K$255.7K0.0%$6.27KCut$5.29K
Bank America Corp5.23K$254.9K0.0%−$20.5KAdded$74.1K
Ishares Tr2.53K$251.6K0.0%−$1.55KCut−$280.6K
Roper Technologies IncROP701$248.1K0.0%−$64KCut−$8.69M
First Tr Exchange Traded Fd5K$247.9K0.0%$22.9KHeld
Schwab Strategic Tr8.09K$246.9K0.0%New
Ishares Tr1.71K$241.5K0.0%−$12.9KHeld
Atmos Energy CorpATO1.29K$238.3K0.0%$22KHeld
Autozone IncAZO70$236.4K0.0%−$960Cut−$79K
Schwab Strategic Tr7.53K$233.1K0.0%$6.7KCut−$114.1K
Dimensional Etf Trust4.76K$230.6K0.0%$8.9KHeld
Revvity, Inc.RVTY2.63K$230.4K0.0%−$24KHeld
Illinois Tool Wks Inc879$228.8K0.0%$12.3KCut$9.59K
Clorox Co Del2.19K$226.9K0.0%$6.13KHeld
Wp Carey Inc3.31K$224.8K0.0%$11.1KAdded$26.8K
Invesco Qqq Tr375$216.4K0.0%−$9.95KAdded$51.8K
Vanguard World Fd299$208.6K0.0%−$16.8KHeld
Marathon Pete Corp840$205.1K0.0%$68.5KCut$29.5K
Becton Dickinson & CoBDX1.29K$203K0.0%−$47.6KHeld
Dominion Energy, IncD3.28K$202.8K0.0%$10.6KCut$8.49K
Ishares Tr2.09K$199.9K0.0%$1.11KHeld
Abbott LabsABT1.95K$199.8K0.0%−$44KCut−$91.4K
Aflac IncAFL1.77K$194.3K0.0%−$992Held
Ge Aerospace683$193.8K0.0%−$16.5KAdded−$15.3K
Cullen Frost Bankers Inc1.4K$191.5K0.0%$14.6KHeld
Welltower Inc.WELL964$190.6K0.0%$11.7KCut−$127.5K
Vaneck Etf Trust1.41K$188.1K0.0%$12.7KHeld
Kimberly Clark CorpKMB1.93K$186.3K0.0%−$8.54KHeld
Cummins IncCMI346$186.2K0.0%$9.54KCut−$21.1K
Ishares Tr960$184.1K0.0%−$6.54KHeld
Boeing Co910$181.1K0.0%−$16.5KCut−$29.7K
Xcel Energy Inc2.27K$180K0.0%$12.6KHeld
Glacier Bancorp Inc New3.95K$176.4K0.0%$2.45KHeld
Ishares Tr2.08K$173.7K0.0%New
L3harris Technologies Inc498$171.9K0.0%$25.7KHeld
Phillips 66PSX926$168.7K0.0%$49.2KCut$47.7K
General Dynamics CorpGD474$162.7K0.0%$3.11KCut−$9.01K
Invitation Homes Inc.INVH6.46K$160.4K0.0%−$15.9KAdded$10.4K
Ventas, Inc.VTR1.95K$159.2K0.0%$7.78KAdded$22.3K
Philip Morris Intl Inc961$158.9K0.0%$4.75KCut−$121.6K
Republic Svcs Inc725$158.8K0.0%$5.14KCut−$52.3K
Caterpillar IncCAT220$155.9K0.0%$29.8KHeld
ConocophillipsCOP1.17K$154K0.0%$42.8KAdded$49.8K
Williams Cos Inc2.11K$153.9K0.0%$21.3KAdded$52.7K
Simon Ppty Group Inc New817$152.4K0.0%$1.16KCut−$40.5K
Realty Income CorpO2.49K$152.2K0.0%$11.4KAdded$18.7K
Healthpeak Properties, Inc.DOC9.12K$149.8K0.0%$2.44KAdded$37.7K
Ishares Tr475$149.1K0.0%−$4.37KHeld
Ishares Tr782$148.3K0.0%$6.55KHeld
Dimensional Etf Trust2.35K$146.9K0.0%$6.84KHeld
Avalonbay Cmntys Inc897$146.5K0.0%−$16.1KCut−$26.4K
Capital Group Global Equity4.8K$146.4K0.0%New
American Centy Etf Tr1.37K$143.6K0.0%−$13KCut−$955.2K
Capital Group Core Equity Et3.73K$143.2K0.0%New
Micron Technology IncMU419$141.6K0.0%$21.2KAdded$26K
Energy Transfer L P7.33K$141.4K0.0%$20.6KHeld
Enbridge Inc2.6K$140.9K0.0%$16.4KHeld
Ishares Silver Tr2.06K$140.7K0.0%$7.68KHeld
Equity ResidentialEQR2.3K$135.9K0.0%−$8.46KAdded−$1.31K
British Amern Tob Plc2.3K$134.7K0.0%$4.26KCut−$43K
Ishares Tr5.32K$133.3K0.0%−$931Held
Vanguard Index Fds440$131.5K0.0%−$7.02KCut−$55.8K
Wells Fargo Co New1.65K$131.4K0.0%−$22.4KCut−$25.2K
Vanguard Bd Index Fds1.75K$129K0.0%New
Colliers Intl Group Inc1.2K$127.7K0.0%−$47.9KCut−$107.3K
Altria Group, Inc.MO1.94K$127.7K0.0%$16.1KCut−$39.4K
Canadian Pacific Kansas City1.55K$121.9K0.0%$7.8KCut−$29.3K
Pediatrix Medical Group, Inc.MD5.61K$120K0.0%New
Entergy Corp New1.06K$119.1K0.0%$21.1KHeld
GE Vernova Inc.GEV132$115.2K0.0%$20.4KAdded$54.4K
Host Hotels & Resorts, Inc.HST5.98K$114.6K0.0%$8.55KCut$4.58K
Sba Communications Corp NewSBAC663$114.1K0.0%−$10.6KAdded$17.6K
Ishares Tr2.36K$112.3K0.0%−$709Held
Gabelli Equity Tr Inc19.9K$111.5K0.0%−$11.3KCut−$26.2K
Travelers Companies, Inc.TRV369$107.6K0.0%$597Cut−$4.62K
Norfolk Southn Corp365$104.8K0.0%−$628Held
Ishares Tr920$104.1K0.0%−$9.34KHeld
Trane Technologies PlcTT249$103.8K0.0%$6.86KCut$3.74K
First Tr Exchange-Traded Fd2.2K$102.2K0.0%$3.4KAdded$21.5K
NIKE, Inc.NKE1.93K$102.2K0.0%−$21.1KCut−$21.4K
Marriott Intl Inc New311$101.7K0.0%$5.23KCut$3.37K
Cvs Health CorpCVS1.41K$101K0.0%−$10.2KAdded−$6K
Hewlett Packard Enterprise C4.22K$100.4K0.0%−$885Held
Capital Grp Fixed Incm Etf T3.96K$100.2K0.0%New
Ishares Tr962$99.5K0.0%$1KHeld
Ishares Inc2.18K$99.3K0.0%$2.84KHeld
Ishares Tr274$97.7K0.0%New
Vanguard Scottsdale Fds1.2K$95.1K0.0%−$552Held
Kkr & Co Inc1.02K$94.7K0.0%−$35.8KCut−$39.6K
Quanta Svcs Inc172$94.4K0.0%$21.8KCut$15.5K
Ameriprise Finl Inc211$93.8K0.0%−$9.69KHeld
Cardinal Health IncCAH439$92.8K0.0%$2.55KHeld
Ishares Tr1.92K$92.3K0.0%$96Held
Ishares Tr2K$92.2K0.0%$1.56KHeld
Schwab Strategic Tr3.17K$92.2K0.0%$695Added$59.2K
Ss&C Technologies Hldgs Inc1.35K$91.6K0.0%−$26.9KCut−$134.1K
Tesla, Inc.TSLA245$91.1K0.0%−$19.1KCut−$60.9K
Tractor Supply Co2K$90.6K0.0%−$9.42KHeld
Thomson Reuters Corp998$89.8K0.0%−$41.8KHeld
Capital Group Gbl Growth Eqt2.67K$89K0.0%New
On Semiconductor CorpON1.41K$87K0.0%$10.9KHeld
Gabelli Util Tr14.3K$86.4K0.0%$286Held
Capital Grp Fixed Incm Etf T3.16K$85.8K0.0%New
Capital Group Dividend Value1.98K$84.4K0.0%New
Parker-Hannifin CorpPH91$81.5K0.0%$977Added$28.7K
Capital Group Equity Etf Tr2.75K$80.7K0.0%New
Kinder Morgan Inc Del2.32K$77.7K0.0%$14KHeld
Ishares Tr726$77.1K0.0%−$697Held
Truist Finl Corp1.64K$75.5K0.0%−$5.32KCut−$6.6K
Waste Connections, Inc.WCN450$73.1K0.0%−$5.81KHeld
Coherent Corp.COHR300$71.5K0.0%$16.1KHeld
Voya Financial Inc1.03K$70.4K0.0%−$6.35KCut−$36K
Invesco Exchange Traded Fd T2.19K$69.2K0.0%$2.28KHeld
Vanguard Index Fds240$68.9K0.0%−$730Cut−$9.15K
Ishares Tr637$67.8K0.0%−$127Held
Ecolab Inc.ECL254$67.6K0.0%$889Held
Hasbro, Inc.HAS715$66.9K0.0%$8.29KCut−$31K
Dollar Gen Corp New561$66.6K0.0%−$7.88KHeld
Dbx Etf Tr1.35K$66.5K0.0%$1.74KHeld
Stride, Inc.LRN715$63K0.0%$16.6KCut−$2.99K
Ishares Tr252$62.5K0.0%$464Held
Oklo Inc.OKLO1.26K$62.5K0.0%−$27.9KHeld
Electronic Arts Inc.EA303$61.8K0.0%−$139Held
Ppg Inds Inc570$60.9K0.0%$2.52KCut−$10.4K
Invesco Exchange Traded Fd T316$60.6K0.0%$114Held
Sysco CorpSYY845$60.3K0.0%−$1.99KHeld
Dimensional Etf Trust1.66K$59.5K0.0%$3.39KCut−$147.9K
Applied Matls Inc172$58.8K0.0%$14.6KCut−$77.2K
APA CorpAPA1.39K$58.8K0.0%$24.9KHeld
Idacorp IncIDA400$57.2K0.0%$6.56KHeld
Capital One Finl Corp311$56.7K0.0%−$18.6KCut−$35.6K
Oneok Inc /New/OKE627$56.7K0.0%$10.6KCut$9.93K
Te Connectivity PlcTEL268$56K0.0%−$4.96KHeld
Flex Ltd.FLEX850$55.6K0.0%$4.28KHeld
Duke Energy Corp New417$54.6K0.0%$5.73KCut−$6.46K
Invesco Exchange Traded Fd T800$53.5K0.0%−$2.84KHeld
Fortive CorpFTV944$52.2K0.0%$66Held
Nushares Etf Tr1.25K$51.3K0.0%−$8.31KHeld
Capital Group Dividend Growe1.41K$50.8K0.0%New
CARRIER GLOBAL CorpCARR882$49.7K0.0%$3.06KCut−$427
Principal Financial Group In535$48.2K0.0%$1.02KHeld
Unitedhealth Group IncUNH169$45.7K0.0%−$10.1KHeld
Marsh & Mclennan Cos Inc259$44.9K0.0%−$3.13KCut−$7.76K
Palantir Technologies Inc.PLTR300$43.9K0.0%−$9.44KCut−$20.5K
Enterprise Prods Partners L1.16K$43.8K0.0%$6.69KHeld
Vanguard Index Fds140$42.3K0.0%New
Amplify Etf Tr563$42.3K0.0%−$2.97KHeld
Vanguard Index Fds161$42.2K0.0%$461Added$12.2K
Vanguard Index Fds190$41.3K0.0%New
Lam Research CorpLRCX192$41K0.0%$8.16KHeld
Waters Corp137$40.8K0.0%New
Vanguard Index Fds126$40.4K0.0%−$1.82KHeld
Schwab Strategic Tr1.63K$40.3K0.0%New
Rockwell Automation, IncROK112$40.2K0.0%−$3.38KHeld
Hp IncHPQ2.09K$40.1K0.0%−$6.41KCut−$6.92K
Illumina, Inc.ILMN325$40.1K0.0%−$2.57KHeld
Applovin CorpAPP100$39.8K0.0%−$27.6KCut−$49.1K
Robinhood Mkts Inc567$39.3K0.0%−$24.8KHeld
Cheniere Energy, Inc.LNG138$39.2K0.0%$4.47KAdded$29.4K
American Wtr Wks Co Inc New287$39.1K0.0%$1.6KHeld
Fortune Brands Innovations I1K$39K0.0%−$11.1KHeld
Dover CorpDOV186$38.8K0.0%$2.46KHeld
Capital Group Growth Etf960$38.6K0.0%New
Intel CorpINTC868$38.3K0.0%$6.28KCut$5.91K
Qnity Electronics, Inc.Q331$38.2K0.0%$11.2KHeld
Columbia Seligm Prem Tech Gr1K$37.9K0.0%$1.14KHeld
Cf Inds Hldgs Inc290$37.7K0.0%$15.2KHeld
Burke Herbert Finl Svcs Corp585$36.4K0.0%−$11Held
Coca-Cola Europacific Partne399$36.2K0.0%−$12Held
Ppl Corp947$36.2K0.0%$3.01KCut$174
Vanguard Malvern Fds720$36K0.0%$353Held
Exelon CorpEXC726$35.6K0.0%$3.94KHeld
Rani Therapeutics Hldgs Inc48.1K$35.4K0.0%−$29.6KHeld
Global X Fds696$35.4K0.0%$2.1KHeld
Sprott Asset Management Lp1.45K$35.2K0.0%New
Sprott Asset Management Lp978$34.7K0.0%New
Concentra Group Holdings Par1.61K$34.6K0.0%$2.86KHeld
Mondelez Intl Inc600$34.6K0.0%$2.29KHeld
Crane Company200$34.2K0.0%−$2.69KCut−$18.4K
Vanguard Index Fds166$34.2K0.0%−$551Held
Healthcare Rlty Tr2K$34K0.0%$80Held
Select Med Hldgs Corp2K$32.6K0.0%$2.88KHeld
Bp Plc690$32.4K0.0%$8.47KCut−$79.1K
J P Morgan Exchange Traded F568$32.2K0.0%New
American Intl Group Inc420$31.6K0.0%−$4.33KHeld
Carlyle Group Inc642$31.1K0.0%−$6.88KHeld
America Movil Sab De Cv1.2K$30.6K0.0%$5.77KHeld
DuPont de Nemours, Inc.DD664$30.4K0.0%$3.72KHeld
Schwab Strategic Tr619$30.3K0.0%$2.3KCut−$223.5K
Johnson Ctls Intl Plc225$29.5K0.0%$2.52KCut−$21.4K
Citigroup Inc259$29.4K0.0%−$850Cut−$178K
Labcorp Holdings Inc.LH110$29.3K0.0%$1.75KHeld
Dte Energy Co200$29.2K0.0%$3.45KHeld
Vanguard Charlotte Fds598$28.7K0.0%−$5Added$27.8K
Vertiv Holdings CoVRT114$28.6K0.0%$7.79KAdded$14.3K
Occidental Pete Corp649$27.8K0.0%$15.3KHeld
Sap Se160$27.4K0.0%−$8.96KAdded−$2.97K
Ebay IncEBAY300$27.3K0.0%$1.18KHeld
Allstate Corp129$26.7K0.0%−$105Held
Ptc Inc.PTC187$26.6K0.0%−$5.93KHeld
Otis Worldwide CorpOTIS345$26.6K0.0%−$3.54KCut−$6.42K
M & T Bk Corp128$26.5K0.0%$671Held
Gilead Sciences, Inc.GILD189$26.3K0.0%$3.14KCut$197
Halliburton CoHAL670$26.1K0.0%New
Magnum Ice Cream Co Nv1.73K$25.9K0.0%−$1.56KCut−$17.8K
Marvell Technology, Inc.MRVL257$25.5K0.0%$1.22KAdded$18.1K
Ishares Tr68$25.2K0.0%−$1.1KHeld
Edison Intl341$25K0.0%$4.49KHeld
Global X Fds315$24.6K0.0%−$1.28KHeld
Slb Limited/NvSLB476$24.5K0.0%$6.19KCut−$4.05M
Gallagher Arthur J & Co112$24.3K0.0%−$4.73KHeld
Archer-Daniels-Midland CoADM331$24.1K0.0%$5.03KHeld
Ishares Tr989$24K0.0%−$40Held
Csx CorpCSX559$22.9K0.0%$2.68KHeld
Ishares Tr144$22.3K0.0%−$1.85KHeld
Nushares Etf Tr489$22K0.0%$200Held
Solstice Advanced Matls Inc288$21.9K0.0%$7.94KCut−$7.75K
Lamb Weston Hldgs Inc519$21.9K0.0%$192Held
State Srt Spdr Prtfl Hgh935$21.8K0.0%−$15Added$20.8K
Dow Inc.DOW523$21.8K0.0%$9.56KHeld
Centerpoint Energy IncCNP500$21.6K0.0%$2.41KCut$915
Ishares Tr310$21.2K0.0%$416Held
Fedex CorpFDX59$21K0.0%$3.97KHeld
Suncor Energy Inc New300$19.8K0.0%$6.53KHeld
Keurig Dr Pepper Inc.KDP751$19.8K0.0%−$1.26KCut−$2.27K
Lear CorpLEA159$19.3K0.0%$1.03KHeld
New Jersey Res Corp350$19.2K0.0%$3.08KHeld
Ishares Tr334$19K0.0%$695Held
Veralto CorpVLTO213$18.8K0.0%−$2.42KHeld
Citizens Finl Group Inc309$18.5K0.0%$482Cut−$60.3K
Dimensional Etf Trust534$18.1K0.0%$689Cut−$80.9K
Omnicom Group Inc.OMC240$18.1K0.0%−$1.31KHeld
Ovintiv Inc.OVV300$17.8K0.0%$6.05KHeld
Boston Scientific CorpBSX283$17.8K0.0%−$9.23KCut−$33.2K
Ishares Tr159$16.3K0.0%−$46Cut−$13K
Paccar IncPCAR140$16.2K0.0%$838Cut−$13K
Corteva, Inc.CTVA193$16.2K0.0%$3.22KHeld
Prudential Finl Inc160$15.6K0.0%−$2.43KHeld
Fifth Third Bancorp335$15.6K0.0%−$117Held
Ishares Tr245$15.2K0.0%$544Held
Proshares Tr Ii125$14.9K0.0%−$4.45KHeld
General Mtrs Co200$14.9K0.0%−$1.36KCut−$53.5K
Bhp Group Ltd200$14.5K0.0%$2.47KHeld
Factset Resh Sys Inc67$14.5K0.0%−$4.91KHeld
Spdr Series Trust137$13.8K0.0%$375Held
Ishares Tr142$13.4K0.0%$96Held
Warner Bros. Discovery, Inc.WBD489$13.4K0.0%−$585Added$1.03K
Weyerhaeuser Co Mtn BeWY536$13.1K0.0%$397Held
Medtronic PlcMDT150$13K0.0%−$1.41KCut−$76.7K
Schwab Strategic Tr387$12.8K0.0%New
Eqt CorpEQT200$12.7K0.0%$2.01KHeld
Ishares Tr87$12.7K0.0%$408Held
Lkq CorpLKQ430$12.6K0.0%−$357Held
Yum Brands IncYUM80$12.4K0.0%$336Held
Delta Air Lines Inc DelDAL175$11.6K0.0%−$511Held
Spdr Series Trust127$11.6K0.0%New
Crown Castle Inc.CCI140$11.4K0.0%−$1.06KCut−$32.9K
Ishares Inc200$11.3K0.0%$1.05KHeld
Wendys Co1.6K$11.1K0.0%−$1.96KAdded−$691
Vanguard Whitehall Fds169$11.1K0.0%New
Brookfield Asset Managmt Ltd248$11K0.0%−$1.97KHeld
Vaneck Etf Trust438$11K0.0%New
Nuveen Amt Free Mun Cr Inc F853$10.5K0.0%−$282Held
Ishares Tr250$10.5K0.0%−$1.52KHeld
State Str Corp80$10.1K0.0%−$196Held
Select Sector Spdr Tr200$9.99K0.0%$924Held
Spdr Series Trust327$9.83K0.0%−$42Held
Global X Fds500$9.75K0.0%−$1.56KHeld
Canadian Nat Res Ltd200$9.75K0.0%$2.98KHeld
Ishares Tr100$9.72K0.0%$96Held
Ishares Tr315$9.55K0.0%New
Invesco Exch Traded Fd Tr Ii398$9.54K0.0%New
Ge Healthcare Technologies I131$9.32K0.0%−$1.42KHeld
Baxter Intl Inc547$9.19K0.0%−$1.26KCut−$39.9K
Select Sector Spdr Tr200$9.18K0.0%$640Held
Progressive Corp46$9.12K0.0%−$501Added$5.25K
Koninklijke Philips N V328$8.99K0.0%$105Held
Viatris IncVTRS649$8.77K0.0%$688Cut$638
NCR Atleos CorpNATL200$8.72K0.0%$1.09KHeld
Sherwin Williams CoSHW27$8.65K0.0%−$94Cut−$1.39K
Southwest Airls Co230$8.64K0.0%−$865Held
Alcon IncALC114$8.59K0.0%−$394Cut−$1.18K
XPO, Inc.XPO44$8.56K0.0%$2.58KCut$1.9K
Invesco Exch Traded Fd Tr Ii650$8.53K0.0%$203Held
Oreilly Automotive Inc90$8.31K0.0%$99Held
Nuveen Quality Muncp Income675$7.76K0.0%−$351Held
Alliancebernstein Natl Mun I725$7.75K0.0%−$95Held
Kenvue Inc.KVUE445$7.67K0.0%−$4Added$1.69K
Takeda Pharmaceutical Co Ltd401$7.43K0.0%$1.18KHeld
Paypal Hldgs Inc163$7.37K0.0%−$2.14KCut−$3.19K
Ready Capital Corp4.55K$7.37K0.0%−$2.55KHeld
Mueller Inds Inc66$7.31K0.0%New
Elanco Animal Health IncELAN300$7.18K0.0%$390Held
Nuveen Amt Free Qlty Mun Inc636$7.14K0.0%−$255Held
Ishares Tr42$7.09K0.0%$4Held
Ing Groep N.V.265$6.9K0.0%−$517Held
Vanguard Scottsdale Fds117$6.85K0.0%−$22Held
Elevance Health Inc Formerly23$6.73K0.0%−$1.33KCut−$28.3K
Neos Etf Trust135$6.67K0.0%New
United Rentals, Inc.URI9$6.56K0.0%New
Devon Energy Corp New130$6.54K0.0%$1.78KHeld
Woodside Energy Group Ltd272$6.5K0.0%$2.25KHeld
Spdr Index Shs Fds242$6.44K0.0%−$334Held
Simplify Exchange Traded Fun129$6.38K0.0%New
Vertex Pharmaceuticals Inc14$6.25K0.0%−$95Held
Target CorpTGT51$6.18K0.0%$1.2KHeld
Simplify Exchange Traded Fun287$6.13K0.0%New
Tidal Trust Ii725$5.68K0.0%−$1.56KHeld
Vanguard Mun Bd Fds113$5.64K0.0%−$45Held
Nisource Inc.NI120$5.6K0.0%$588Held
Ishares Tr23$5.52K0.0%−$237Held
Ishares Tr232$5.32K0.0%−$27Cut−$2.72K
Ishares Tr98$5.02K0.0%−$53Cut−$4.04K
Copart IncCPRT148$4.91K0.0%−$880Held
Vanguard Scottsdale Fds47$4.71K0.0%$30Cut−$3.65K
Gsk Plc80$4.42K0.0%$492Held
Ishares Tr44$4.2K0.0%−$32Held
Haleon Plc408$4.08K0.0%−$41Held
Moodys Corp9$3.93K0.0%−$672Held
Roblox CorpRBLX69$3.9K0.0%−$1.69KHeld
Vodafone Group Plc New248$3.73K0.0%$449Cut−$2.95K
Lyondellbasell Industries N46$3.71K0.0%$1.71KHeld
Price T Rowe Group IncTROW40$3.61K0.0%−$489Held
Ishares Tr39$3.56K0.0%$199Held
Ishares Tr38$3.52K0.0%−$54Held
Nuveen Municipal Credit Inc286$3.48K0.0%−$115Held
Global Pmts Inc51$3.43K0.0%−$515Cut−$1.13K
Vanguard Index Fds17$3.13K0.0%$118Held
Neos Etf Trust64$3.03K0.0%New
Opera LtdOPRA200$2.85K0.0%$20Held
Vontier CorpVNT80$2.84K0.0%−$136Held
GRAIL, Inc.GRAL54$2.79K0.0%−$1.83KHeld
Ralliant CorpRAL66$2.75K0.0%−$615Cut−$13.2K
Synchrony Financial40$2.72K0.0%−$616Held
Bce Inc106$2.67K0.0%$150Held
Chipotle Mexican Grill IncCMG81$2.59K0.0%−$404Cut−$19.6K
Carnival Corp Ltd.CCL100$2.59K0.0%−$466Held
Extra Space Storage Inc.EXR18$2.36K0.0%$16Held
Regency Ctrs Corp31$2.35K0.0%$205Held
GXO Logistics, Inc.GXO44$2.28K0.0%−$35Held
Dynex Cap Inc178$2.27K0.0%New
Sony Group Corp105$2.17K0.0%−$514Cut−$18.4K
Ishares Tr29$2.16K0.0%$85Held
Las Vegas Sands CorpLVS40$2.15K0.0%−$449Held
Runway Growth Finance Corp313$2.15K0.0%New
Vistra Corp.VST14$2.1K0.0%−$154Held
Cherry Hill Mtg Invt Corp836$2.09K0.0%New
Blackrock Health Sciences Tr54$2.08K0.0%New
Metlife Inc29$2.05K0.0%−$238Held
Advanced Micro Devices IncAMD10$2.03K0.0%−$108Cut−$1.39K
Annaly Capital Management In90$1.9K0.0%New
Norwegian Cruise Line Hldg L101$1.89K0.0%−$365Held
Baker Hughes Company30$1.83K0.0%$466Held
Putnam Master Inter Income T547$1.79K0.0%New
EXPAND ENERGY CorpEXE16$1.76K0.0%−$10Held
Agnc Invt Corp173$1.74K0.0%New
Blackstone Secd Lending Fd71$1.68K0.0%New
Advance Auto Parts IncAAP30$1.58K0.0%$404Held
Stratasys Ltd.SSYS200$1.56K0.0%−$174Held
Solventum CorpSOLV23$1.5K0.0%−$321Held
Ametek Inc/AME7$1.5K0.0%$64Held
Constellation Brands, Inc.STZ10$1.5K0.0%$120Held
Alcoa CorpAA20$1.33K0.0%$264Cut−$321
American Healthcare REIT, Inc.AHR27$1.27K0.0%$2Held
Sabra Health Care REIT, Inc.SBRA65$1.25K0.0%$19Held
Freeport-Mcmoran IncFCX20$1.18K0.0%$160Cut−$551
American Homes 4 Rent41$1.15K0.0%−$171Held
Vanguard Scottsdale Fds24$1.13K0.0%−$3Cut−$897
Versant Media Group, Inc.VSNT30$1.11K0.0%New
Terreno Rlty Corp18$1.11K0.0%$49Held
Ww Grainger Inc1$1.09K0.0%$82Held
Ares Management Corporation10$1.09K0.0%−$525Held
Conagra Brands Inc.CAG68$1.07K0.0%New
Gap IncGAP42$1.02K0.0%New
Equity Lifestyle Pptys IncELS16$9990.0%$29Held
Gaming & Leisure Pptys Inc22$9760.0%−$7Held
Broadstone Net Lease, Inc.BNL51$9320.0%$46Held
Neos Etf Trust19$9010.0%New
Axon Enterprise, Inc.AXON2$8490.0%−$287Cut−$8.81K
Ryman Hospitality Pptys Inc9$8300.0%−$22Held
Synopsys IncSNPS2$7930.0%−$146Cut−$5.78K
Regeneron Pharmaceuticals, Inc.REGN1$7730.0%$1Held
Ishares Tr6$7690.0%−$53Held
Nnn Reit, Inc.NNN18$7570.0%$44Held
Rexford Indl Rlty Inc23$7530.0%−$138Cut−$18.3K
Putnam Premier Income Tr208$7380.0%$2Held
Essex Ppty Tr Inc3$7260.0%−$59Held
Paramount Skydance CorpPSKY80$7220.0%−$350Held
Cousins Pptys Inc31$7000.0%−$99Held
Nuveen Vriabl Rat Pfd & Inm37$6720.0%New
Brixmor Ppty Group Inc23$6620.0%$59Held
RXO, Inc.RXO44$6430.0%$87Held
Halozyme Therapeutics, Inc.HALO9$5820.0%−$24Held
National Health Invs Inc7$5660.0%$31Held
Edwards Lifesciences CorpEW7$5610.0%−$36Held
Anavex Life Sciences Corp.AVXL177$5430.0%New
Americold Realty TrustCOLD46$5270.0%−$65Held
Lauder Estee Cos Inc7$5020.0%−$231Held
Vornado Rlty Tr18$4680.0%−$131Held
Charter Communications Inc N2$4320.0%$14Held
Kilroy Rlty CorpKRC14$3950.0%−$128Held
Brightstar Lottery PLCBRSL30$3820.0%−$82Held
NETSTREIT Corp.NTST19$3580.0%$23Held
Diamondrock Hospitality CoDRH38$3560.0%$16Held
Humana IncHUM2$3470.0%−$165Cut−$421
Everest Group, Ltd.EG1$3270.0%−$12Held
Inventrust Pptys Corp10$3050.0%$23Held
Olin CorpOLN10$2970.0%$89Held
Lineage, Inc.LINE5$1640.0%−$11Held
Saul Ctrs Inc3$980.0%$3Held
Organon & Co.OGN8$480.0%−$9Cut−$2.16K
Valaris Ltd1$160.0%$14Held

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.