13F

Investor

Olistico Wealth, LLC

CIK 0001962695 · filed 2026-04-09 · SEC filing

13F book

$203M

Positions

340

17 new · 17 sold

Largest name

9.1%

Vanguard Growth Etf

Est. mark

−$6.27M

Price effect on 323 names still held. Flow $4.21M.
NameTickerSharesValueWeightEst. markChange
Vanguard Growth Etf42.2K$18.4M9.1%−$2.15MCut−$2.36M
Apple Inc.AAPL60.9K$15.5M7.6%−$1.1MCut−$1.41M
Vanguard Index Fds42.9K$13.8M6.8%−$619.7KCut−$2.48M
Vanguard World Fd14.7K$10.3M5.1%−$826.8KCut−$2.4M
Capital Group Dividend Value209.3K$8.9M4.4%−$209.4KAdded$594K
Vanguard Index Fds42.8K$8.4M4.1%$223.2KCut−$334.5K
Nvidia CorpNVDA44.8K$7.8M3.8%−$541.5KCut−$849K
Capital Group Growth Etf161.4K$6.49M3.2%−$612.7KAdded$119.6K
Amazon Com IncAMZN26.5K$5.51M2.7%−$596.6KCut−$807.3K
Oneok Inc /New/OKE46.8K$4.23M2.1%$770.7KAdded$881.1K
Capital Group Intl Focus Eqt119K$3.51M1.7%−$7.11KAdded$5.92K
Broadcom Inc.AVGO11.2K$3.47M1.7%−$409.7KCut−$562.4K
Schwab Strategic Tr112.8K$3.46M1.7%$366.7KCut$97.9K
Alphabet Inc11.3K$3.24M1.6%−$286.2KCut−$289.3K
Microsoft CorpMSFT8.54K$3.16M1.6%−$873.9KAdded−$565.6K
Vanguard World Fd20.2K$2.93M1.4%New
Alliant Energy CorpLNT40.2K$2.89M1.4%$271.6KHeld
Dimensional Etf Trust39.1K$2.78M1.4%$39.1KAdded$913.9K
Dimensional Etf Trust70.4K$2.74M1.4%$30.6KAdded$1.37M
Capital Group Core Equity Et68.3K$2.62M1.3%−$123.6KHeld
Spdr S&P 500 Etf Tr3.93K$2.56M1.3%−$124.1KCut−$636.9K
Eli Lilly & CoLLY2.38K$2.19M1.1%−$368.2KCut−$390.8K
Dimensional Etf Trust49.1K$1.91M0.9%−$35.8KHeld
Dimensional Etf Trust29.7K$1.86M0.9%$71.3KAdded$397.1K
Costco Whsl Corp New1.81K$1.8M0.9%$236KAdded$285.8K
Jpmorgan Chase & Co.6.06K$1.78M0.9%−$164.8KAdded−$111K
American Express CoAXP5.63K$1.7M0.8%−$326.7KAdded−$86.8K
Ishares Tr13.2K$1.64M0.8%$54.5KCut−$3.39K
Exxon Mobil Corp9.51K$1.61M0.8%$388.1KAdded$666.3K
Vanguard Index Fds5.35K$1.6M0.8%−$85.3KCut−$100.1K
Dimensional Etf Trust34.8K$1.57M0.8%−$58.4KAdded−$55.6K
Aaon, Inc.AAON17.9K$1.48M0.7%$116.4KHeld
Walmart Inc.WMT11.8K$1.47M0.7%$102.4KAdded$584.6K
Mcdonalds CorpMCD4.73K$1.47M0.7%$23.4KAdded$85.5K
Caterpillar IncCAT1.94K$1.38M0.7%$258.6KAdded$283.4K
Palantir Technologies Inc.PLTR9.01K$1.32M0.7%−$230.8KAdded$15.1K
Goldman Sachs Group Inc1.55K$1.31M0.6%−$49.6KAdded−$5.6K
Alphabet Inc4.49K$1.29M0.6%−$121KCut−$183.7K
Vanguard World Fd3.46K$1.24M0.6%−$120.5KCut−$354.9K
Vanguard Index Fds2.06K$1.23M0.6%−$60.3KAdded−$41.2K
Select Sector Spdr Tr7.48K$1.21M0.6%$49.1KAdded$56.7K
Meta Platforms, Inc.META2.09K$1.2M0.6%−$183.7KCut−$216.8K
Berkshire Hathaway Inc Del2.32K$1.11M0.5%−$41.6KAdded$220.5K
International Business Machs4.58K$1.11M0.5%−$223.9KAdded−$122.1K
Coca Cola CoKO14.6K$1.11M0.5%$63.8KAdded$381.1K
Caseys Gen Stores Inc1.51K$1.1M0.5%$264.9KCut$222.9K
Energy Transfer L P56.2K$1.09M0.5%$158.1KHeld
Enterprise Prods Partners L27.4K$1.04M0.5%$158.6KCut−$37.3K
Chevron Corp NewCVX4.61K$952.8K0.5%$215.7KAdded$349.7K
Visa Inc.V3.1K$938.5K0.5%−$150.5KCut−$247.3K
RTX CorpRTX4.85K$935.1K0.5%$46.1KHeld
Vanguard World Fd3.34K$910.6K0.4%−$52KCut−$72.7K
Lockheed Martin CorpLMT1.35K$815.3K0.4%$159.2KAdded$177.4K
Procter And Gamble CoPG5.57K$804.5K0.4%$3.38KAdded$375.6K
Capital Group Gbl Growth Eqt22.7K$757.1K0.4%−$29KHeld
Dell Technologies Inc.DELL4.34K$712.7K0.4%$134.1KAdded$271.2K
Ishares Tr5.24K$671.5K0.3%−$46.3KCut−$144.4K
Netflix IncNFLX6.69K$642.9K0.3%$12KAdded$170.5K
Tjx Cos Inc New4K$639.3K0.3%$22.4KAdded$74.3K
Invesco Exchange Traded Fd T8.19K$615.6K0.3%$1.15KCut−$19.2K
Spdr Dow Jones Indl Average1.28K$594.5K0.3%−$22.3KHeld
Vanguard Intl Equity Index F4.13K$571.5K0.3%−$11.3KHeld
Advanced Micro Devices IncAMD2.75K$558.8K0.3%−$29.3KAdded−$25K
Texas Instrs Inc2.62K$508.8K0.3%$43.2KAdded$146.1K
Invesco Exch Traded Fd Tr Ii6.83K$499.9K0.2%$11.8KHeld
Linde PlcLIN1K$495.8K0.2%$46.5KAdded$210.1K
Johnson & JohnsonJNJ1.95K$475.7K0.2%$73KHeld
Vanguard World Fd1.48K$460.4K0.2%$20.3KCut−$303.7K
Vanguard Index Fds2.18K$448.4K0.2%−$7.35KCut−$19.7K
Merck & Co., Inc.MRK3.61K$434.4K0.2%$54.3KAdded$54.8K
Helmerich & Payne, Inc.HP11K$396.3K0.2%$80.9KCut$50.3K
Home Depot, Inc.HD1.18K$388.3K0.2%−$17.7KAdded−$12.1K
Williams Cos Inc5.12K$372.5K0.2%$39.1KAdded$186.9K
Pfizer IncPFE13.1K$366.4K0.2%$1.75KAdded$352.7K
Vanguard Whitehall Fds2.42K$357.7K0.2%$11.1KHeld
Select Sector Spdr Tr3.25K$354K0.2%−$34KAdded−$33.9K
Vanguard Index Fds1.21K$347.8K0.2%−$3.68KCut−$6.58K
Vanguard Index Fds1.29K$339K0.2%$4.92KAdded$19.3K
Ishares Tr3.53K$319.8K0.2%$3.78KHeld
Invesco Qqq Tr517$298.5K0.1%−$19.2KHeld
Unitedhealth Group IncUNH1.1K$296.6K0.1%−$36.1KAdded$96.5K
Tesla, Inc.TSLA789$293.3K0.1%−$2.96KAdded$276.2K
Citigroup Inc2.58K$293.2K0.1%−$8.48KCut−$26.8K
Ishares Tr1.88K$284.3K0.1%$19.3KHeld
Spdr Series Trust2.82K$276.2K0.1%−$24.8KCut−$59.4K
Vanguard Scottsdale Fds2.6K$260.2K0.1%$1.76KCut−$9.19K
Ishares Tr785$258.1K0.1%$21.7KHeld
Corning Inc1.83K$248.6K0.1%$88.5KCut$62.2K
Dimensional Etf Trust3.46K$245.3K0.1%−$11.2KAdded−$10.4K
Schwab Charles Corp2.6K$244.1K0.1%−$15.4KAdded−$15.3K
Vanguard World Fd1.07K$240.5K0.1%$14.3KCut−$32.4K
Vanguard World Fd1.3K$233.8K0.1%−$17.9KHeld
Cisco Sys Inc3K$233.2K0.1%$1.68KHeld
Select Sector Spdr Tr1.71K$227.5K0.1%−$18.9KAdded−$17.8K
Nextera Energy Inc2.35K$217.9K0.1%$29.6KHeld
Ishares Tr496$211.4K0.1%−$23.1KHeld
AbbVie Inc.ABBV959$208.6K0.1%−$9.09KAdded$19.6K
Coterra Energy Inc5.75K$202.1K0.1%$50.7KHeld
Mastercard IncMA400$199.9K0.1%−$28.5KHeld
Prosperity Bancshares IncPB2.87K$192.9K0.1%−$5.54KHeld
Oracle Corp1.23K$180.8K0.1%−$58.7KCut−$68.5K
Vanguard Malvern Fds2.33K$180.4K0.1%−$1.09KAdded$16.2K
Capital Grp Fixed Incm Etf T7.9K$176.4K0.1%−$2.04KAdded$22.4K
Ishares Tr1.71K$166.1K0.1%$1.64KHeld
Applied Matls Inc480$164.1K0.1%$40.7KHeld
Pepsico IncPEP1.04K$161.2K0.1%$12.2KAdded$12.8K
At&T Inc5.47K$158.7K0.1%$16.2KAdded$62K
Vanguard World Fd898$155.4K0.1%$42.4KCut$37.4K
Vanguard Star Fds1.99K$153.7K0.1%$2.69KAdded$32.1K
Ge Aerospace530$150.4K0.1%−$12.9KHeld
Union Pac Corp611$148.3K0.1%$5.29KAdded$39.5K
GE Vernova Inc.GEV169$147.5K0.1%$33.6KAdded$47.5K
Invesco Exch Traded Fd Tr Ii2.8K$139.1K0.1%$4.53KCut−$12.6K
Accenture Plc Ireland691$137.1K0.1%−$48.3KCut−$58K
Honeywell Intl Inc571$129.1K0.1%$17.7KHeld
Schwab Strategic Tr4.91K$125.8K0.1%−$6.23KHeld
Vanguard Index Fds475$122.2K0.1%−$10.4KHeld
Snowflake Inc.SNOW786$118.5K0.1%−$52.7KAdded−$50.1K
Ishares Tr1.05K$114.4K0.1%−$1.26KHeld
Vanguard Tax-Managed Fds1.71K$109.4K0.1%$2.75KHeld
Principal Financial Group In1.17K$105.3K0.1%$2.15KAdded$3.14K
American Elec Pwr Co Inc802$105.1K0.1%$12.6KCut−$31.3K
Ishares Tr423$104.9K0.1%$778Held
Delta Air Lines Inc DelDAL1.57K$104.7K0.1%−$4.6KHeld
Clorox Co Del975$101K0.1%New
Ishares Tr1.02K$99.4K0.0%$1.12KHeld
Kla CorpKLAC66$96.8K0.0%$17KHeld
Bank Montreal Que700$94.7K0.0%$3.89KHeld
Williams Company300$92.9K0.0%New
Taiwan Semiconductor Mfg Ltd268$90.6K0.0%$8.52KAdded$14.6K
Eaton Vance Tax-Managed Buy-6.4K$87.5K0.0%−$4.42KHeld
Tc Energy Corp1.4K$87.4K0.0%$10.2KHeld
Select Sector Spdr Tr1.39K$85.2K0.0%$21.3KAdded$27.5K
Ishares Tr2.28K$84K0.0%−$1.08KAdded$11.6K
Vanguard Index Fds430$79.2K0.0%$2.97KHeld
Philip Morris Intl Inc460$76K0.0%$2.31KCut−$13.7K
Ishares Tr504$73.5K0.0%$2.36KHeld
Fedex CorpFDX205$73K0.0%$13.8KHeld
Bristol-Myers Squibb Co1.2K$72.8K0.0%$8.05KHeld
Kratos Defense & Sec Solutio1K$70.5K0.0%−$5.4KHeld
Southern Co722$69.7K0.0%$6.73KHeld
Allstate Corp336$69.7K0.0%−$272Held
Bank America Corp1.39K$67.9K0.0%−$8.7KHeld
Chubb Limited200$65.2K0.0%$2.76KHeld
Bok Finl Corp500$64K0.0%$4.8KHeld
Capital Grp Fixed Incm Etf T2.23K$60.6K0.0%−$764Added$6.48K
BorgWarner IncBWA1.1K$60K0.0%$10.2KAdded$10.3K
Boeing Co300$59.7K0.0%−$5.43KHeld
Bank New York Mellon Corp500$59.3K0.0%$1.27KHeld
Invesco Exch Traded Fd Tr Ii2.85K$58.1K0.0%−$1.42KAdded$7.54K
Air Prods & Chems Inc200$58.1K0.0%$8.69KHeld
Kimberly Clark CorpKMB600$57.9K0.0%−$2.65KHeld
Select Sector Spdr Tr1.13K$55.9K0.0%−$6.11KHeld
Abbott LabsABT536$55K0.0%−$12.1KHeld
Ishares Tr576$54.1K0.0%−$1.35KHeld
BlackRock, Inc.BLK56$53.9K0.0%−$5.43KAdded$339
Danaher Corporation284$53.8K0.0%−$11.2KHeld
Dimensional Etf Trust1.57K$53.3K0.0%$1.94KAdded$2.08K
Us Bancorp Del1K$52K0.0%−$1.35KHeld
Crowdstrike Hldgs Inc132$51.5K0.0%−$9.32KAdded−$4.25K
Unilever Plc888$50.6K0.0%−$7.49KHeld
Corteva, Inc.CTVA595$49.8K0.0%$9.92KCut$6.37K
Select Sector Spdr Tr330$48.4K0.0%−$2.7KHeld
Starbucks CorpSBUX520$46.6K0.0%$2.8KCut$271
Centerpoint Energy IncCNP1.06K$45.7K0.0%$5.1KHeld
Automatic Data Processing In221$45K0.0%−$11.9KCut−$24.8K
Eog Res Inc306$44.2K0.0%$12KCut$11.2K
Ishares Tr2.41K$44.1K0.0%$4.49KHeld
Vanguard Specialized Funds205$44K0.0%−$996Cut−$23.8K
Ishares Tr480$43.1K0.0%−$2.17KHeld
Northern Tr Corp300$41.9K0.0%$894Held
Te Connectivity PlcTEL200$41.8K0.0%−$3.7KHeld
Cummins IncCMI76$41.1K0.0%$2.24KHeld
Disney Walt Co421$40.6K0.0%−$7.32KHeld
Micron Technology IncMU118$39.9K0.0%$6.19KCut−$23.2K
Devon Energy Corp New752$37.8K0.0%$10.3KCut$7.01K
Arista Networks, Inc.ANET305$37.4K0.0%−$2.52KHeld
Targa Res Corp146$36.6K0.0%$9.67KHeld
Altria Group, Inc.MO541$35.7K0.0%$4.51KCut−$11.3K
Spdr Series Trust372$35.6K0.0%−$554Held
Mondelez Intl Inc616$35.5K0.0%$2.35KCut−$5.83K
Firstenergy CorpFE700$35.5K0.0%$4.12KHeld
Amgen IncAMGN100$35.2K0.0%$2.45KHeld
Fortinet, Inc.FTNT429$35.1K0.0%$991Held
Regions Financial Corp New1.32K$34.5K0.0%−$1.29KCut−$18.1K
Duke Energy Corp New260$34.1K0.0%$3.59KCut−$4.16K
DuPont de Nemours, Inc.DD730$33.4K0.0%$4.09KCut$1.92K
Ishares Tr276$33.4K0.0%−$1.57KHeld
Sabine Rty Tr427$32.2K0.0%$2.89KHeld
Schwab Us Tips Etf1.11K$29.6K0.0%$134Held
First Finl Bankshares Inc989$29.1K0.0%−$415Held
Wec Energy Group, Inc.WEC245$28.4K0.0%$2.53KCut−$10.9K
Comcast Corp New964$27.7K0.0%−$1.15KAdded−$1.07K
Texas Pacific Land Corporati57$27.1K0.0%$10.7KHeld
Intuitive Surgical IncISRG58$26.7K0.0%−$5.27KAdded−$1.58K
Johnson Ctls Intl Plc200$26.2K0.0%$2.24KHeld
Caris Life Sciences, Inc.CAI1.42K$25.4K0.0%−$10.5KAdded−$5.64K
Morgan Stanley154$25.3K0.0%−$2KHeld
Ishares Tr300$25K0.0%$210Held
Thermo Fisher Scientific Inc.TMO50$24.6K0.0%−$4.4KHeld
Select Sector Spdr Tr484$24.2K0.0%$2.24KHeld
Ford Mtr Co2K$23.1K0.0%−$3.16KHeld
Oge Energy Corp.OGE480$23K0.0%$2.53KCut−$592
American Tower Corp New133$23K0.0%−$398Held
Capital One Finl Corp124$22.6K0.0%−$7.43KHeld
CARRIER GLOBAL CorpCARR400$22.5K0.0%$1.39KHeld
Phillips 66PSX119$21.7K0.0%$6.33KHeld
Constellation Energy CorpCEG77$21.5K0.0%−$4.37KAdded$659
Yum Brands IncYUM138$21.5K0.0%$579Held
Genuine Parts CoGPC201$21.3K0.0%−$3.47KHeld
Metlife Inc300$21.2K0.0%−$674Added$14.7K
C3.ai, Inc.AI2.5K$21.1K0.0%−$12.7KHeld
Fifth Third Bancorp453$21K0.0%−$159Held
Cvs Health CorpCVS290$20.8K0.0%−$2.19KHeld
Totalenergies SeTTE218$20.3K0.0%New
Vanguard Bd Index Fds406$20.2K0.0%−$22Cut−$4.56K
Vanguard Scottsdale Fds211$19.8K0.0%$304Held
Qnity Electronics, Inc.Q171$19.7K0.0%New
NXP Semiconductors N.V.NXPI100$19.7K0.0%−$2.02KHeld
Halliburton CoHAL500$19.5K0.0%$5.37KHeld
Lam Research CorpLRCX90$19.2K0.0%$3.82KHeld
Dow Inc.DOW442$18.4K0.0%$8.07KCut−$2.24K
Flexshares Tr225$17.8K0.0%−$387Held
ONE Gas, Inc.OGS200$17.2K0.0%$1.78KHeld
Western Asset Invt Grade Opp1.06K$17K0.0%−$434Cut−$7.2K
Ingersoll Rand Inc.IR201$16.1K0.0%$181Held
Salesforce, Inc.CRM86$16.1K0.0%−$6.73KCut−$238.5K
Wp Carey Inc235$16K0.0%$846Cut−$12K
Medtronic PlcMDT180$15.6K0.0%−$1.69KHeld
Trane Technologies PlcTT37$15.4K0.0%$1.02KHeld
Otis Worldwide CorpOTIS200$15.4K0.0%−$2.05KHeld
Hancock John Pfd Income Fd I1.02K$14.5K0.0%−$173Held
Phinia Inc.PHIN212$14.5K0.0%$1.22KHeld
Shopify Inc.SHOP120$14.2K0.0%−$5.08KHeld
Truist Finl Corp300$13.8K0.0%−$972Held
Intercontinental Exchange In86$13.5K0.0%−$403Held
lululemon athletica inc.LULU88$13.5K0.0%−$4.81KCut−$6.89K
Ulta Beauty, Inc.ULTA25$13.1K0.0%New
Apollo Global Mgmt Inc115$12.8K0.0%−$3.83KHeld
Vaneck Etf Trust502$12.6K0.0%−$357Held
Spdr S&P Midcap 400 Etf Tr20$12.3K0.0%$269Held
Mp Materials Corp252$12.2K0.0%−$569Held
First Tr Exchange-Traded Fd325$12.1K0.0%$1.4KHeld
Vaneck Etf Trust31$11.9K0.0%$721Cut−$31.7K
Warner Bros. Discovery, Inc.WBD408$11.2K0.0%−$555Held
Blackrock Etf Trust155$10.9K0.0%−$613Held
Bank Of Nt Butterfield&Son L200$10.5K0.0%$532Held
Ishares Inc150$10.5K0.0%$380Held
Spdr Series Trust57$10.2K0.0%$145Held
ConocophillipsCOP75$9.84K0.0%$2.86KCut$2.4K
Seagate Technology Hldngs Pl25$9.79K0.0%$2.91KCut−$3.98K
Baker Hughes Company160$9.77K0.0%$1.55KAdded$5.21K
Autonation, Inc.AN50$9.76K0.0%−$561Held
Vanguard Scottsdale Fds163$9.71K0.0%−$62Held
Sysco CorpSYY133$9.49K0.0%New
Ecolab Inc.ECL35$9.31K0.0%$123Held
South Bow CorpSOBO280$9.29K0.0%$1.57KHeld
Super Micro Computer Inc400$9.11K0.0%−$2.6KHeld
The Campbells Company400$8.91K0.0%−$2.24KHeld
Ge Healthcare Technologies I125$8.9K0.0%−$1.36KHeld
Kayne Anderson Energy Infrst620$8.85K0.0%$1.18KHeld
Bitwise Bitcoin Etf Tr240$8.83K0.0%−$2.58KHeld
Intel CorpINTC200$8.83K0.0%$1.45KHeld
Kinder Morgan Inc Del260$8.72K0.0%$1.57KHeld
Ishares Tr120$8.4K0.0%$374Held
Ishares Tr75$8.28K0.0%$34Held
Southwest Airls Co210$7.89K0.0%New
Ishares Tr151$7.74K0.0%−$81Held
Verizon Communications IncVZ150$7.53K0.0%$1.42KHeld
United Parcel Service IncUPS75$7.38K0.0%−$60Held
Ishares Tr72$7.36K0.0%−$21Held
Bhp Group Ltd100$7.27K0.0%$1.24KHeld
Ishares Tr27$6.74K0.0%−$756Cut−$2.7K
Baxter Intl Inc400$6.72K0.0%−$924Held
Kyndryl Hldgs Inc511$6.7K0.0%−$6.87KHeld
Boston Scientific CorpBSX104$6.53K0.0%−$3.39KHeld
State Str Corp50$6.39K0.0%New
ServiceNow, Inc.NOW60$6.27K0.0%−$2.92KHeld
PENTAIR plcPNR72$6.27K0.0%−$1.23KHeld
Ishares Tr70$6.07K0.0%−$33Held
Waystar Hldg Corp250$6.03K0.0%−$2.16KHeld
XPO, Inc.XPO30$5.84K0.0%$1.76KHeld
Vanguard Admiral Fds Inc14$5.71K0.0%−$516Held
Xcel Energy Inc71$5.64K0.0%$396Cut−$13.6K
Vanguard World Fd25$5.63K0.0%$445Cut−$9.52K
Celestica IncCLS20$5.62K0.0%New
Ishares Tr75$5.21K0.0%$75Held
Ishares Gold Tr57$5.03K0.0%$398Held
Cleveland-Cliffs Inc New590$4.99K0.0%−$2.85KHeld
Empire Pete Corp Com1.65K$4.88K0.0%−$133Held
Vanguard Scottsdale Fds44$4.83K0.0%−$531Held
Hewlett Packard Enterprise C200$4.76K0.0%−$42Held
Vanguard World Fd39$4.71K0.0%−$494Cut−$7.04K
Canadian Nat Res Ltd96$4.68K0.0%$1.43KHeld
Kinross Gold Corp144$4.39K0.0%$340Held
Wells Fargo Co New55$4.38K0.0%−$747Held
Shell Plc45$4.16K0.0%$873Held
Hp IncHPQ200$3.84K0.0%−$614Held
Invesco Exch Traded Fd Tr Ii16$3.8K0.0%New
Select Sector Spdr Tr80$3.67K0.0%$256Held
Ckx Lds Inc339$3.51K0.0%$406Held
Canadian Pacific Kansas City43$3.37K0.0%$203Held
Evergy, Inc.EVRG41$3.36K0.0%$387Held
Autodesk, Inc.ADSK14$3.35K0.0%−$792Held
Vanguard World Fd29$3.24K0.0%−$242Held
Ishares Tr33$3.13K0.0%−$9Held
Ishares Tr22$3.13K0.0%−$138Held
CoreWeave, Inc.CRWV40$3.1K0.0%New
Ishares Tr57$3K0.0%−$18Held
Generac Hldgs Inc15$2.93K0.0%$884Held
Magnum Ice Cream Co Nv200$2.93K0.0%New
AST SpaceMobile, Inc.ASTS35$2.9K0.0%New
Select Sector Spdr Tr35$2.87K0.0%$150Held
EXPAND ENERGY CorpEXE24$2.63K0.0%−$14Held
Ishares Tr30$2.51K0.0%$33Held
Invesco Exch Traded Fd Tr Ii100$2.49K0.0%−$5Held
Dover CorpDOV10$2.08K0.0%$133Held
Td Synnex CorpSNX12$2.02K0.0%$222Held
Vanguard Scottsdale Fds6$1.73K0.0%−$77Held
Evolus, Inc.EOLS400$1.64K0.0%−$1.02KHeld
Vanguard Scottsdale Fds27$1.58K0.0%−$5Held
Vanguard Scottsdale Fds27$1.5K0.0%−$12Held
Chipotle Mexican Grill IncCMG45$1.44K0.0%−$225Held
Waste Mgmt Inc Del6$1.38K0.0%$61Held
Versant Media Group, Inc.VSNT30$1.11K0.0%New
Mercer Intl Inc755$1.07K0.0%−$423Held
Schwab Strategic Tr41$9950.0%−$4Held
Woodside Energy Group Ltd36$8600.0%$299Held
Pilgrims Pride CorpPPC19$7170.0%−$24Held
Ferrari N.V.RACE2$6660.0%−$83Held
Charter Communications Inc N3$6480.0%$22Held
Pinterest, Inc.PINS35$6420.0%−$264Held
Novo-Nordisk A S16$5880.0%−$226Cut−$45.3K
Brighthouse Finl Inc7$4190.0%−$35Held
Solstice Advanced Matls Inc5$3810.0%New
Concentrix CorpCNXC12$3280.0%−$171Held
Viatris IncVTRS24$3240.0%$25Cut−$498
Paypal Hldgs Inc7$3180.0%New
Fiserv IncFISV5$2790.0%−$57Cut−$2.07K
Gildan Activewear Inc.GIL5$2780.0%−$34Held

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.