13F

Investor

Optas, LLC

CIK 0001802961 · filed 2026-04-27 · SEC filing

13F book

$660.9M

Positions

482

85 new · 66 sold

Largest name

8.3%

Vanguard Index Fds

Est. mark

−$27.6M

Price effect on 397 names still held. Flow $49.2M.
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds91.8K$54.8M8.3%−$2.68MAdded−$1.99M
Nvidia CorpNVDA289.2K$50.4M7.6%−$1.62MAdded$25.4M
Vanguard Index Fds139.5K$44.7M6.8%−$1.99MAdded−$1.41M
Alphabet Inc124.3K$35.8M5.4%−$3.16MAdded−$3.08M
Alphabet Inc100.1K$28.7M4.3%−$2.7MCut−$2.72M
Vanguard Intl Equity Index F327.1K$24.6M3.7%$502KAdded$610.6K
Apple Inc.AAPL88.2K$22.4M3.4%−$1.53MAdded−$634.3K
Ishares Tr206.1K$20.5M3.1%−$62.3KAdded$10.3M
Spdr Series Trust183.5K$18M2.7%−$1.57MAdded−$1.05M
Spdr S&P 500 Etf Tr26.9K$17.5M2.6%−$849.7KHeld
Microsoft CorpMSFT35.4K$13.1M2.0%−$4.02MCut−$4.15M
Broadcom Inc.AVGO35.2K$10.9M1.6%−$1.23MAdded−$707.7K
Vanguard Star Fds130.2K$10M1.5%$217.5KCut$169.1K
Amazon Com IncAMZN44K$9.16M1.4%−$992.1KCut−$1.07M
Vanguard Tax-Managed Fds120.1K$7.7M1.2%$189.4KAdded$344.5K
Meta Platforms, Inc.META12.3K$7.01M1.1%−$969.2KAdded−$260.9K
State Srt Spdr Prtfl Hgh267.4K$6.24M0.9%−$92.3KAdded−$4.47K
Jpmorgan Chase & Co.17.8K$5.22M0.8%−$485.2KAdded−$349.6K
Vanguard Scottsdale Fds51.1K$4.79M0.7%$73.5KCut$25.3K
Spdr Index Shs Fds90.9K$4.26M0.6%$9.05KAdded$22.5K
Berkshire Hathaway Inc Del8.17K$3.91M0.6%−$191.5KCut−$441.9K
Eli Lilly & CoLLY3.94K$3.62M0.5%−$602.3KAdded−$557.2K
Block Inc56.1K$3.37M0.5%−$273.4KAdded−$250.3K
Vanguard Index Fds11.7K$3.35M0.5%−$35.5KCut−$67.5K
Ishares Tr58.3K$3.22M0.5%−$80.4KAdded$1.27M
Ebay IncEBAY35K$3.19M0.5%$134.8KAdded$195.6K
Tesla, Inc.TSLA8.36K$3.11M0.5%−$537.8KAdded$4.63K
Salesforce, Inc.CRM16.6K$3.1M0.5%−$1.3MCut−$1.47M
Mastercard IncMA5.86K$2.93M0.4%−$417.2KCut−$546.8K
Palantir Technologies Inc.PLTR19.5K$2.85M0.4%−$586.8KAdded−$468K
Costco Whsl Corp New2.73K$2.72M0.4%$360.8KAdded$401.7K
Walmart Inc.WMT21.5K$2.67M0.4%$246.8KAdded$532.9K
Ge Aerospace9.06K$2.57M0.4%−$217.6KAdded−$191.5K
Union Pac Corp10.6K$2.56M0.4%$115.9KAdded$187.7K
Vanguard Index Fds9.36K$2.45M0.4%$37.3KCut−$30.1K
Visa Inc.V7.37K$2.23M0.3%−$300.3KAdded$55.7K
Johnson & JohnsonJNJ9.04K$2.21M0.3%$258.1KAdded$784.4K
Ishares Tr22.5K$2.19M0.3%$24.8KHeld
GE Vernova Inc.GEV2.39K$2.09M0.3%$516.7KAdded$545.5K
Progressive Corp10.2K$2.02M0.3%−$301KCut−$491.6K
Goldman Sachs Group Inc2.37K$2M0.3%−$78.2KCut−$239.1K
Select Sector Spdr Tr14.3K$1.9M0.3%−$158.5KHeld
Oracle Corp12.7K$1.87M0.3%−$509.2KAdded−$203.3K
Ishares Tr80.8K$1.85M0.3%−$5.06KAdded$839.9K
Invesco Exchange Traded Fd T60.3K$1.82M0.3%−$50KAdded$858.7K
Netflix IncNFLX18.8K$1.81M0.3%$40.9KAdded$200.2K
Intuit Inc.INTU4.11K$1.78M0.3%−$495.5KAdded$349.4K
Micron Technology IncMU5.14K$1.74M0.3%$237.9KAdded$442.3K
Invesco Exchange Traded Fd T37.1K$1.68M0.3%−$4.64KAdded$834.3K
Exxon Mobil Corp9.81K$1.66M0.3%$428.3KAdded$619.8K
AbbVie Inc.ABBV7.57K$1.65M0.2%−$76.9KAdded$48.4K
Advanced Micro Devices IncAMD8.06K$1.64M0.2%−$80.1KAdded$41.6K
Cloudflare, Inc.NET7.85K$1.62M0.2%$72.2KCut−$1.4M
Ww Grainger Inc1.47K$1.61M0.2%$116.8KAdded$164.8K
Cisco Sys Inc20.3K$1.58M0.2%$11.4KCut−$1.58M
Coinbase Global, Inc.COIN8.53K$1.49M0.2%−$429KAdded−$394.3K
Arista Networks, Inc.ANET11.9K$1.46M0.2%−$97.9KCut−$223.8K
Colgate Palmolive CoCL16.8K$1.44M0.2%$104.6KCut$82.8K
Astrazeneca Plc OrdAZN6.84K$1.35M0.2%New
Starbucks CorpSBUX15.1K$1.35M0.2%$79.4KAdded$105.1K
Cencora, Inc.COR4.13K$1.3M0.2%−$97.4KCut−$505.1K
Lam Research CorpLRCX6.05K$1.29M0.2%$256.8KCut$164.4K
Caterpillar IncCAT1.79K$1.27M0.2%$233.3KAdded$283.6K
Invesco Qqq Tr2.17K$1.25M0.2%−$31.7KAdded$723.8K
Tjx Cos Inc New7.68K$1.23M0.2%$40.4KAdded$206.9K
Merck & Co., Inc.MRK10.1K$1.21M0.2%$122KAdded$359.8K
Applied Matls Inc3.52K$1.2M0.2%$298.7KHeld
Illinois Tool Wks Inc4.62K$1.2M0.2%$64.6KCut−$7.52K
Unitedhealth Group IncUNH4.35K$1.18M0.2%−$259.1KCut−$282.2K
Procter And Gamble CoPG8.05K$1.16M0.2%$8.57KAdded$75.4K
Hilton Worldwide Hldgs Inc3.79K$1.15M0.2%$63.9KCut−$56.8K
Asml Holding N V859$1.13M0.2%$215.6KCut$197.4K
RTX CorpRTX5.7K$1.1M0.2%$51.4KAdded$107.2K
Intercontinental Exchange In6.97K$1.1M0.2%−$31.8KAdded−$2.52K
Intel CorpINTC24.7K$1.09M0.2%$178.3KCut$133.6K
Linde PlcLIN2.15K$1.07M0.2%$149.1KCut$103.5K
Sherwin Williams CoSHW3.27K$1.05M0.2%−$10.3KAdded$82.9K
International Business Machs4.25K$1.03M0.2%−$171.1KAdded$89.2K
Ishares Tr10.8K$1.02M0.2%−$1.63KAdded$448.8K
Vanguard World Fd14.2K$1.02M0.2%$1.56KHeld
Verizon Communications IncVZ20.1K$1.01M0.2%$143.8KAdded$392.3K
Thermo Fisher Scientific Inc.TMO2.03K$997.8K0.2%−$178.5KCut−$244.5K
Jabil IncJBL3.58K$950.4K0.1%$72.2KAdded$512.6K
Bank America Corp19.3K$942.7K0.1%−$117.4KAdded−$90.8K
Sandisk CorpSNDK1.48K$939K0.1%$588.2KCut$528.4K
Chevron Corp NewCVX4.54K$938.7K0.1%$184.6KAdded$422.3K
Intuitive Surgical IncISRG2K$921.1K0.1%−$158.4KAdded$69.8K
Texas Instrs Inc4.64K$901.2K0.1%$83.5KAdded$199.4K
Coca Cola CoKO11.8K$899.8K0.1%$59.2KAdded$225.6K
Cf Inds Hldgs Inc6.74K$875.5K0.1%$223.1KAdded$546.9K
At&T Inc29.6K$857.2K0.1%$109KAdded$204.7K
United Rentals, Inc.URI1.17K$850.2K0.1%−$94.2KCut−$216.5K
T-Mobile Us Inc3.96K$832.1K0.1%$26.8KAdded$54.3K
Pepsico IncPEP5.32K$826K0.1%$53.2KAdded$177.3K
Omega Healthcare Invs Inc18.8K$825.8K0.1%−$4.67KAdded$428K
Mcdonalds CorpMCD2.66K$825.5K0.1%$13.7KCut$7.9K
Citigroup Inc7.13K$809.2K0.1%−$23.4KCut−$646.6K
Philip Morris Intl Inc4.89K$809.2K0.1%$21.8KAdded$101.7K
Csx CorpCSX19.7K$808.9K0.1%$94.6KCut$82.8K
Home Depot, Inc.HD2.36K$774.9K0.1%−$31.9KAdded$52.3K
Hsbc Hldgs Plc9.3K$767K0.1%$35.5KCut$25.5K
Clean Harbors IncCLH2.67K$764.4K0.1%$139.3KCut−$287.9K
L3harris Technologies Inc2.21K$763.8K0.1%$105.4KAdded$164.1K
Loews CorpL7.14K$761.7K0.1%$9.93KAdded$30.4K
Comcast Corp New26.5K$759.6K0.1%−$27.6KAdded$59.5K
Analog Devices IncADI2.38K$755.9K0.1%$105.5KAdded$146.2K
Kla CorpKLAC512$753.9K0.1%$131.8KCut$89.2K
Qualcomm Inc5.85K$753.6K0.1%−$247.4KCut−$408.5K
Howmet Aerospace Inc.HWM3.27K$752.7K0.1%$78.9KAdded$116.9K
Fastenal CoFAST16.1K$745.3K0.1%$100.7KCut$73.1K
Taiwan Semiconductor Mfg Ltd2.18K$738.1K0.1%$72.8KAdded$88.4K
Morgan Stanley4.48K$737.1K0.1%−$56.7KAdded−$39.8K
Monster Beverage Corp New10.1K$732.9K0.1%−$41.7KAdded−$27.3K
Deere & CoDE1.29K$727.2K0.1%$116.4KAdded$172.7K
Wells Fargo Co New9.06K$721.5K0.1%−$123.2KCut−$142.5K
Vertiv Holdings CoVRT2.87K$718.2K0.1%$253.8KCut$251.7K
Johnson Ctls Intl Plc5.48K$717.9K0.1%$49.9KAdded$184.5K
Uber Technologies, IncUBER9.92K$713.3K0.1%−$92KAdded−$55.6K
Disney Walt Co7.25K$698.6K0.1%−$126KCut−$366.8K
Toyota Motor Corp3.33K$687.3K0.1%−$26.5KAdded−$23.4K
Autodesk, Inc.ADSK2.85K$683.5K0.1%−$161.2KAdded−$159.2K
Capital One Finl Corp3.7K$675.5K0.1%−$221.9KCut−$266.5K
National Grid Plc7.94K$671.8K0.1%$57.6KCut−$4.15K
Mitsubishi Ufj Finl Group In39.2K$665K0.1%$43.2KAdded$47.8K
Amgen IncAMGN1.89K$663.6K0.1%$37.4KAdded$165.4K
Cummins IncCMI1.23K$663.4K0.1%$33.1KAdded$50.3K
Cigna GroupCI2.47K$659.4K0.1%−$21KCut−$130.5K
ServiceNow, Inc.NOW6.23K$651.7K0.1%−$259.5KAdded−$165.6K
Vanguard Specialized Funds3.02K$648.8K0.1%−$14.2KHeld
Allison Transmission Hldgs I5.54K$648.2K0.1%$106.1KCut$89.7K
Schwab Charles Corp6.77K$636.1K0.1%−$39.8KAdded−$35K
Paycom Software, Inc.PAYC5.18K$629.7K0.1%−$177.5KAdded−$118.3K
Booking Holdings Inc.BKNG148$623.1K0.1%−$169.5KCut−$319.4K
Duke Energy Corp New4.75K$621.7K0.1%$53.3KAdded$166.8K
Airbnb, Inc.ABNB4.92K$621.6K0.1%−$41KAdded$32.7K
Unum Group8.5K$621K0.1%−$13.2KAdded$392.7K
Ishares Tr8.09K$610.8K0.1%$1.36KAdded$259.6K
General Dynamics CorpGD1.76K$604.4K0.1%$10.4KAdded$70.8K
Cirrus Logic, Inc.CRUS4.13K$596.7K0.1%$107.8KCut−$354.9K
Abbott LabsABT5.8K$595.4K0.1%−$131.2KCut−$414.2K
Banco Bilbao Vizcaya Argenta27.2K$588.8K0.1%−$44.9KCut−$61.6K
Nextera Energy Inc6.33K$588.4K0.1%$77.9KAdded$92K
Novartis Ag3.85K$587.9K0.1%$57.1KAdded$58.7K
Fox Corp10.1K$587.3K0.1%−$147.5KCut−$233.9K
Target CorpTGT4.83K$584.8K0.1%$113.1KCut$25.3K
Gilead Sciences, Inc.GILD4.13K$575K0.1%$62.8KAdded$111.7K
Boeing Co2.79K$556.1K0.1%−$50.4KAdded−$49.2K
International Flavors&Fragra7.6K$551.7K0.1%$17.4KAdded$324.8K
Lowes Cos Inc2.33K$551.5K0.1%−$11.4KCut−$92.7K
Select Sector Spdr Tr5.04K$549.7K0.1%−$52.6KHeld
HCA Healthcare, Inc.HCA1.16K$549K0.1%$6.4KAdded$80.2K
Epr Pptys10.8K$540.3K0.1%$654Cut−$552.8K
Itt Inc.ITT2.76K$525.1K0.1%$20.1KAdded$319.8K
Lockheed Martin CorpLMT858$518.6K0.1%$94.6KAdded$139.4K
Vertex Pharmaceuticals Inc1.16K$518K0.1%−$7.06KAdded$48.8K
Pinterest, Inc.PINS28.1K$516K0.1%−$170.3KAdded−$68K
Ishares Tr11.3K$514.9K0.1%$4.8KAdded$216.4K
Amphenol Corp New4.07K$514.1K0.1%−$35.8KCut−$48.7K
10x Genomics, Inc.TXG24.2K$514.1K0.1%$110.1KAdded$149K
Medtronic PlcMDT5.86K$507.5K0.1%−$55.1KCut−$140.8K
Bank New York Mellon Corp4.24K$502.4K0.1%$9.31KAdded$76.8K
Seagate Technology Hldngs Pl1.28K$502.2K0.1%$149.2KCut$130.2K
Zillow Group Inc12.1K$501.9K0.1%−$325.5KCut−$473.6K
Oreilly Automotive Inc5.41K$499.8K0.1%$5.78KAdded$21K
Texas Roadhouse, Inc.TXRH2.99K$493.1K0.1%−$2.57KCut−$72.1K
Norfolk Southn Corp1.72K$492.9K0.1%−$2.95KAdded−$1.8K
Emerson Elec Co3.74K$489.9K0.1%−$5.52KAdded$58.4K
Constellation Energy CorpCEG1.74K$486.2K0.1%−$128.9KCut−$133.1K
Ralph Lauren CorpRL1.41K$485.4K0.1%−$13.4KAdded−$5.79K
Palo Alto Networks IncPANW3.02K$484.3K0.1%−$67.5KAdded−$36.6K
Gaming & Leisure Pptys Inc10.9K$483.8K0.1%−$2.7KAdded$106.4K
S&P Global Inc.SPGI1.13K$478.9K0.1%−$109.5KCut−$117.9K
Pulte Group Inc4.07K$478.2K0.1%$1.4KAdded$9.52K
Tapestry, Inc.TPR3.38K$477.5K0.1%$44.5KAdded$51.2K
Ishares Tr9.4K$475.8K0.1%$210Added$210.3K
Tyson Foods, Inc.TSN7.39K$473.3K0.1%$40.3KCut$38.6K
Curtiss Wright CorpCW693$472K0.1%$89.7KAdded$91.1K
Tenet Healthcare CorpTHC2.5K$471.2K0.1%−$24.9KAdded−$24K
Vanguard World Fd2.08K$466.7K0.1%$27.7KHeld
Cadence Design System Inc1.68K$466K0.1%−$58.2KCut−$67.9K
Nrg Energy, Inc.NRG3.18K$464.7K0.1%−$19.3KAdded$229.7K
Five Below, IncFIVE2.01K$459.5K0.1%New
Invesco Exchange Traded Fd T15.6K$458.8K0.1%$4.15KAdded$205.3K
Sap Se2.67K$458K0.1%−$191.8KCut−$306.7K
Clearway Energy, Inc.CWEN11.7K$458K0.1%$90.6KCut−$82.9K
Caseys Gen Stores Inc620$451.3K0.1%$108.6KCut$107.5K
Garmin LtdGRMN1.94K$449.6K0.1%$54.2KAdded$72.3K
Essex Ppty Tr Inc1.86K$449.4K0.1%−$22.5KAdded$150K
Otis Worldwide CorpOTIS5.81K$447.6K0.1%−$52.9KAdded−$2.51K
Crown Hldgs Inc4.45K$446.1K0.1%−$11.1KAdded$26.2K
Twilio IncTWLO3.54K$445.8K0.1%−$35KAdded$142.7K
American Express CoAXP1.47K$444.3K0.1%−$99.1KCut−$295.6K
Cvs Health CorpCVS6.17K$443.5K0.1%−$34.6KAdded$79.2K
On Semiconductor CorpON6.94K$430K0.1%New
Altria Group, Inc.MO6.49K$428.3K0.1%$47.8KAdded$97.1K
Warner Bros. Discovery, Inc.WBD15.5K$426.4K0.1%−$20.6KAdded−$9.33K
Ishares Tr8.89K$425.2K0.1%$6.9KAdded$179.8K
Te Connectivity PlcTEL2.03K$424.9K0.1%−$37.6KCut−$109.7K
Corteva, Inc.CTVA5.04K$422.1K0.1%$80.5KAdded$98.4K
Becton Dickinson & CoBDX2.68K$421.4K0.1%−$98.7KCut−$130.6K
Consolidated Edison IncED3.72K$421.1K0.1%$51.6KCut−$272.5K
Snap-on IncSNA1.16K$421K0.1%$20.7KAdded$38.5K
Newmont Corp3.88K$419.9K0.1%$32.6KCut$31.5K
Royal Caribbean Group1.52K$419.6K0.1%−$3.97KAdded$123.7K
Chubb Limited1.28K$416.5K0.1%$15KAdded$77.9K
Northern Tr Corp2.98K$416.3K0.1%$8.89KCut$7.8K
Eaton Corp PlcETN1.16K$416.3K0.1%$43.1KAdded$65.6K
Honeywell Intl Inc1.84K$416.1K0.1%$48.2KAdded$112K
Paychex IncPAYX4.49K$413.6K0.1%−$49.5KAdded$136.5K
Old Rep Intl Corp10.3K$411.2K0.1%−$30.3KAdded$170.4K
Travel Plus Leisure Co5.87K$406.1K0.1%−$7.73KAdded−$461
Keysight Technologies, Inc.KEYS1.44K$406K0.1%$104KAdded$139.3K
Illumina, Inc.ILMN3.28K$404.7K0.1%−$25.9KCut−$349.1K
Waste Mgmt Inc Del1.76K$403.5K0.1%$13.2KAdded$115.7K
Occidental Pete Corp6.21K$403.4K0.1%New
Mckesson CorpMCK465$402.4K0.1%$17.8KAdded$78.4K
Vanguard World Fd1.46K$398.4K0.1%−$22.7KHeld
UBS Group AGUBS10.2K$398.4K0.1%−$73.8KCut−$74.1K
Lamar Advertising Co/NewLAMR3.14K$397.2K0.1%$152Added$158.2K
Exelon CorpEXC8.04K$394.1K0.1%$43.7KCut$42.7K
Accenture Plc Ireland1.98K$391.6K0.1%−$138.3KCut−$313.7K
Match Group Inc New12.7K$391.1K0.1%−$13.3KAdded$118.8K
Docusign, Inc.DOCU8.24K$390.8K0.1%−$104KAdded$51.9K
Pfizer IncPFE13.8K$388.7K0.1%$31KAdded$146K
Tetra Tech Inc New12.8K$385.6K0.1%−$42.7KAdded−$32.7K
Orix Corp12.8K$384.8K0.1%$9.88KCut$8.04K
Fedex CorpFDX1.07K$382.9K0.1%$72.4KCut$72.1K
Dominion Energy, IncD6.18K$382.2K0.1%New
Dow Inc.DOW9.14K$380.8K0.1%New
Gates Indl Corp Plc16.8K$379.7K0.1%$17.4KAdded$51.5K
Ferrovial Se5.84K$379.6K0.1%$2.54KAdded$7.22K
Ulta Beauty, Inc.ULTA726$379.5K0.1%−$59.7KCut−$61K
Avalonbay Cmntys Inc2.31K$376.5K0.1%New
Expedia Group, Inc.EXPE1.63K$375.7K0.1%−$85.3KCut−$265.5K
DuPont de Nemours, Inc.DD8.19K$375K0.1%$42.1KAdded$72.4K
Teradyne, IncTER1.26K$374.1K0.1%$129.9KCut$128.9K
BlackRock, Inc.BLK388$373.1K0.1%−$42.1KCut−$57.1K
Masco Corp6.15K$371.1K0.1%−$19KCut−$61.8K
Us Foods Hldg Corp4.01K$369.9K0.1%$53.8KAdded$130.1K
Applovin CorpAPP927$368.9K0.1%−$255.7KCut−$290K
Sumitomo Mitsui Finl Group I18.6K$366.7K0.1%$7.71KAdded$12.2K
Dell Technologies Inc.DELL2.23K$366.7K0.1%$78.2KAdded$109.2K
Ing Groep N.V.14.1K$366.1K0.1%−$27.4KCut−$484.1K
Welltower Inc.WELL1.85K$366K0.1%$20.8KAdded$46.5K
News Corp New14.6K$364.9K0.1%−$13.1KAdded$78.2K
Nomura Hldgs Inc46K$363.2K0.1%−$23KCut−$75.1K
DoorDash, Inc.DASH2.41K$361.9K0.1%−$98KAdded$71.1K
Hewlett Packard Enterprise C15.2K$361.4K0.1%−$3.19KCut−$12.8K
Williams Sonoma IncWSM1.98K$361.2K0.1%$7.41KCut−$28.7K
Sony Group Corp17.4K$359.3K0.1%−$85KCut−$119.8K
Cardinal Health IncCAH1.7K$358.6K0.1%$8.54KAdded$56.3K
Simon Ppty Group Inc New1.92K$357.4K0.1%$2.72KCut−$4.31K
Steel Dynamics IncSTLD1.99K$357.3K0.1%$20.9KAdded$22K
Delta Air Lines Inc DelDAL5.37K$357.1K0.1%−$14.9KAdded$2.85K
State Str Corp2.82K$357K0.1%−$6.51KAdded$14.1K
Eastgroup Pptys Inc1.92K$354.6K0.1%$12.1KAdded$43.8K
News Corp New12.4K$353.8K0.1%New
Kraft Heinz CoKHC15.7K$353.4K0.1%New
Marriott Intl Inc New1.08K$352.9K0.1%$16.7KAdded$44.5K
Prologis Inc.2.67K$352.4K0.1%$12.1KCut−$14.2K
Keurig Dr Pepper Inc.KDP13.4K$352K0.1%−$22.5KCut−$30K
Aflac IncAFL3.15K$345.6K0.1%−$1.76KCut−$3.2K
Ecolab Inc.ECL1.3K$345.3K0.1%$3.68KAdded$68.9K
Ross Stores, Inc.ROST1.59K$344.2K0.1%New
Zoom Communications, Inc.ZM4.28K$343.8K0.1%−$25.2KCut−$606.5K
Corning Inc2.52K$343.1K0.1%$122.1KCut$8.23K
Bristol-Myers Squibb Co5.65K$342.9K0.1%$32.8KAdded$79.5K
Chipotle Mexican Grill IncCMG10.6K$339.8K0.1%−$53KCut−$65.8K
Ishares Tr1.07K$339.1K0.1%−$26.5KHeld
Banco Santander Sa29.9K$337.1K0.1%−$13.1KAdded−$5.51K
Oneok Inc /New/OKE3.72K$335.9K0.1%New
First Indl Rlty Tr Inc5.8K$335.5K0.1%$2.79KAdded$59.8K
Relx Plc10.1K$334.6K0.1%−$61KAdded−$4.6K
Monolithic Pwr Sys Inc306$334.6K0.1%$57.2KCut−$23.4K
Quest Diagnostics IncDGX1.7K$333.9K0.1%$38.3KCut$13.4K
ConocophillipsCOP2.52K$332K0.1%$96.6KCut−$99.6K
Marsh & Mclennan Cos Inc1.91K$331.8K0.1%−$22.1KAdded−$7.51K
Parker-Hannifin CorpPH370$331.2K0.1%$5.84KAdded$15.7K
Envista Holdings CorpNVST13K$330.7K0.1%$47.7KCut−$148K
Ishares Bitcoin Trust EtfIBIT8.54K$328.3K0.1%−$48KAdded$116.2K
Ishares Tr6.76K$327.6K0.1%New
Jacobs Solutions Inc.J2.57K$327.1K0.0%New
International Paper Co9.16K$327K0.0%New
M & T Bk Corp1.57K$324.8K0.0%$8.02KAdded$16.5K
British Amern Tob Plc5.53K$323.6K0.0%$10.1KAdded$15.3K
Nnn Reit, Inc.NNN7.67K$322.2K0.0%$15.2KAdded$70.4K
Wayfair Inc.W4.28K$322.1K0.0%−$107.9KCut−$185.6K
Hunt J B Trans Svcs Inc1.52K$321.7K0.0%$26.7KCut−$291.5K
Hasbro, Inc.HAS3.43K$320.8K0.0%$38.9KAdded$45.7K
Ingredion IncINGR2.85K$320.7K0.0%$6.83KCut−$357.4K
Avnet IncAVT5.16K$318.1K0.0%$59.9KAdded$105.5K
DONALDSON Co INCDCI3.71K$315.2K0.0%New
Janus Henderson Group Plc6.12K$314.3K0.0%$17.9KAdded$90.1K
3M COMMM2.15K$312.7K0.0%−$25.7KAdded$35.5K
Regency Ctrs Corp4.1K$310.4K0.0%$21.4KAdded$87.3K
Resmed Inc1.38K$308.7K0.0%New
Dollar Tree, Inc.DLTR2.8K$307K0.0%New
Unilever Plc5.37K$306K0.0%−$45.3KCut−$154.8K
Fortinet, Inc.FTNT3.74K$305.9K0.0%$8.65KCut−$328
National Fuel Gas CoNFG3.24K$304.2K0.0%$42.7KAdded$58.1K
United Airls Hldgs Inc3.3K$303.7K0.0%−$54.9KAdded−$6.9K
Biogen Inc.BIIB1.66K$303.6K0.0%$12.2KCut$3.35K
Dominos Pizza IncDPZ846$303.5K0.0%New
Lincoln Elec Hldgs Inc1.22K$303.1K0.0%$10.5KAdded$37.9K
Ionis Pharmaceuticals IncIONS4.03K$302.9K0.0%New
Valero Energy Corp1.22K$301.9K0.0%New
Mks IncMKSI1.31K$300.1K0.0%$91.4KCut$89.4K
F5, Inc.FFIV1.03K$299.5K0.0%$33.7KAdded$47K
Danaher Corporation1.58K$299.2K0.0%−$62.1KCut−$168.5K
Genpact Limited8.03K$299.1K0.0%−$76.5KCut−$241.2K
American Tower Corp New1.73K$299.1K0.0%−$4.97KAdded$6.93K
Travelers Companies, Inc.TRV1.02K$299K0.0%$1.41KAdded$46.9K
Crowdstrike Hldgs Inc763$297.9K0.0%−$50KAdded−$1.19K
First Ctzns Bancshares Inc D158$297.8K0.0%−$27.7KAdded$70.3K
Kroger CoKR4.08K$295.4K0.0%$40.3KCut−$14.2K
Arcelormittal Sa Luxembourg5.67K$294.8K0.0%$36.3KAdded$36.7K
Cme Group Inc.CME998$294.8K0.0%$22.2KCut−$186.4K
Paypal Hldgs Inc6.45K$291.7K0.0%New
Grand Canyon Ed Inc1.71K$290.9K0.0%$5.56KAdded$42.5K
Clearway Energy, Inc.CWEN7.38K$290.2K0.0%$44.5KCut−$180.3K
Graco IncGGG3.43K$290.1K0.0%$9.18KCut$7.79K
Spotify Technology S.A.SPOT595$288.5K0.0%−$50.9KAdded−$19.8K
American Elec Pwr Co Inc2.2K$288.5K0.0%$27.8KAdded$85.6K
Cousins Pptys Inc12.7K$287.5K0.0%−$32.4KAdded$27.6K
Boyd Gaming CorpBYD3.49K$286.5K0.0%−$10.2KAdded$1.1K
Carnival Corp Ltd.CCL11K$285.6K0.0%−$51.4KCut−$103K
Cintas CorpCTAS1.69K$285.2K0.0%−$22.5KAdded$61.9K
Crh Plc2.69K$283.3K0.0%−$50.7KAdded−$38.4K
Pnc Finl Svcs Group Inc1.36K$282.4K0.0%−$873Cut−$19.2K
Novo-Nordisk A S7.67K$282K0.0%−$82.8KAdded−$16.3K
NXP Semiconductors N.V.NXPI1.43K$281.9K0.0%New
Mid-Amer Apt Cmntys Inc2.31K$281.9K0.0%−$38.8KCut−$66.3K
Iron Mtn Inc Del2.75K$280.9K0.0%New
Ati IncATI1.93K$280.4K0.0%$59.2KHeld
Regeneron Pharmaceuticals, Inc.REGN362$279.7K0.0%$277Cut−$2.04K
Citizens Finl Group Inc4.63K$277.4K0.0%$7.22KCut−$254.2K
Agco Corp2.39K$276.6K0.0%$25.1KAdded$49.9K
Quanta Svcs Inc500$274.5K0.0%New
Boston Scientific CorpBSX4.37K$274K0.0%−$142.3KCut−$261.7K
Ishares Tr2.8K$272.2K0.0%$2.69KCut−$93.6K
Globus Med Inc3.15K$271.7K0.0%New
Electronic Arts Inc.EA1.33K$271.6K0.0%−$591Added$10.4K
Qorvo, Inc.QRVO3.51K$271.4K0.0%−$24.9KCut−$114K
Kirby CorpKEX2.03K$269.5K0.0%New
Ferguson Enterprises Inc1.15K$267.3K0.0%$12.2KCut$7.73K
Autonation, Inc.AN1.36K$265.7K0.0%−$15.3KCut−$26.4K
Iqvia Hldgs Inc1.56K$265.7K0.0%−$66.3KAdded−$6.59K
Under Armour Inc44.9K$265.4K0.0%$37KAdded$69.5K
Invesco Ltd.IVZ10.9K$264.2K0.0%New
Guidewire Software, Inc.GWRE1.77K$264.1K0.0%New
Jazz Pharmaceuticals PlcJAZZ1.39K$263.5K0.0%$26.6KCut$547
American Intl Group Inc3.47K$261.2K0.0%−$35.7KCut−$67.1K
Middleby CorpMIDD1.96K$259.5K0.0%−$30.9KAdded−$26.1K
Ishares Tr5.96K$259.3K0.0%New
Southern Co2.67K$258.1K0.0%New
Dropbox, Inc.DBX11.3K$257.6K0.0%−$49.6KAdded−$13.8K
Eversource EnergyES3.71K$257.4K0.0%New
Wintrust Finl Corp1.85K$257K0.0%−$1.4KAdded$35.4K
General Mtrs Co3.45K$257K0.0%−$21KAdded$6.89K
Lennar Corp2.95K$256.4K0.0%−$41.8KAdded−$12.9K
Marathon Pete Corp1.04K$255.2K0.0%New
Republic Svcs Inc1.16K$254.3K0.0%New
Cognex CorpCGNX5.18K$253.9K0.0%New
Elanco Animal Health IncELAN10.6K$253.3K0.0%$13.8KCut−$55.2K
Dr Reddys Labs Ltd18.3K$253.2K0.0%New
Trane Technologies PlcTT606$252.5K0.0%$15.8KAdded$29.5K
Onemain Hldgs Inc4.71K$252K0.0%New
Stryker CorpSYK767$252K0.0%−$17.5KCut−$72.7K
Woodward, Inc.WWD700$250.5K0.0%$38.9KCut$36.5K
Datadog, Inc.DDOG2.1K$247.9K0.0%−$37.7KCut−$64.9K
Evercore Inc.EVR829$247.5K0.0%−$26.8KAdded$29K
APA CorpAPA5.81K$246.7K0.0%New
Southwest Gas Hldgs Inc2.83K$246K0.0%$19.5KHeld
United Parcel Service IncUPS2.5K$245.6K0.0%−$1.93KAdded$9.29K
Xylem Inc.XYL2.05K$244.9K0.0%−$34.2KCut−$61.3K
Smith A O CorpAOS3.7K$243.7K0.0%New
Heico Corp New888$243.5K0.0%−$43.9KCut−$349.3K
Doubleverify Hldgs Inc25.6K$243.4K0.0%New
BorgWarner IncBWA4.49K$243.4K0.0%$41.3KCut$27.8K
Agilent Technologies, Inc.A2.13K$243.1K0.0%−$42.6KAdded−$19.4K
Amkor Technology, Inc.AMKR5.38K$242K0.0%$29.2KAdded$34.6K
Sensata Technologies Hldg Pl6.87K$242K0.0%New
Hubbell IncHUBB493$241.9K0.0%$23KCut$12.8K
Hologic Inc3.2K$241.9K0.0%$3.36KAdded$14.1K
Elevance Health Inc Formerly826$241.8K0.0%New
Broadridge Finl Solutions In1.49K$241.6K0.0%−$90.2KCut−$177.3K
Roku, IncROKU2.55K$241.3K0.0%−$35.4KCut−$46.4K
Transdigm Group IncTDG208$241.1K0.0%−$31.4KAdded−$3.63K
Automatic Data Processing In1.18K$240.2K0.0%−$63.9KCut−$211.3K
Wabtec955$238.7K0.0%$34.8KCut$25.9K
Marvell Technology, Inc.MRVL2.4K$238.2K0.0%New
Aptargroup, Inc.ATR1.89K$238.1K0.0%New
Spectrum Brands Hldgs Inc NeSPB3.23K$237.7K0.0%New
Zillow Group Inc5.74K$237.4K0.0%−$153.9KCut−$204.9K
Ss&C Technologies Hldgs Inc3.51K$237K0.0%New
Phillips 66PSX1.29K$235.9K0.0%New
Atlassian CorpTEAM3.46K$235.9K0.0%New
Arrow Electrs Inc1.64K$235.6K0.0%New
NetApp, Inc.NTAP2.28K$233.3K0.0%−$10.7KCut−$28.3K
Paccar IncPCAR2.02K$233K0.0%$12.1KCut−$51.9K
Kb Finl Group Inc2.32K$231.4K0.0%New
Okta, Inc.OKTA2.94K$231K0.0%New
Workday, Inc.WDAY1.77K$229.7K0.0%New
Camden Ppty Tr2.35K$229.3K0.0%−$29.2KCut−$45.7K
Polaris Inc.PII4.19K$228.5K0.0%−$31.2KAdded$2.91K
Timken CoTKR2.26K$227.4K0.0%New
Adobe Inc.ADBE935$227.3K0.0%−$100KCut−$455.6K
Molson Coors Beverage Co5.23K$225.3K0.0%−$18.9KCut−$122.8K
First Amern Finl Corp3.72K$224.2K0.0%−$4.28KCut−$17.1K
Zions Bancorporation N A3.87K$223K0.0%−$3.56KCut−$192.3K
Western Digital CorpWDC823$222.6K0.0%New
Insulet CorpPODD1.06K$222.2K0.0%−$72.4KAdded−$54.3K
Verisign Inc890$221K0.0%New
Synchrony Financial3.24K$220.3K0.0%−$49.9KCut−$72.9K
Aon plcAON682$220.1K0.0%−$18.9KAdded−$1.13K
Allegion plcALLE1.51K$219K0.0%−$20.3KAdded−$12.6K
Dollar Gen Corp New1.84K$218.9K0.0%−$22.8KAdded$3.72K
Avery Dennison CorpAVY1.27K$218.6K0.0%−$11.6KCut−$37.1K
Paylocity Hldg Corp2.01K$217.5K0.0%−$89.5KCut−$92.9K
Wec Energy Group, Inc.WEC1.88K$217.3K0.0%$19.3KCut$12.3K
Alcoa CorpAA3.28K$217.3K0.0%New
Zscaler, Inc.ZS1.55K$217.2K0.0%−$131KCut−$491.8K
Post Hldgs Inc2.18K$215.5K0.0%−$413Cut−$68.3K
Edison Intl2.94K$214.9K0.0%New
Evergy, Inc.EVRG2.62K$214.5K0.0%New
Shopify Inc.SHOP1.81K$214.5K0.0%−$72.5KAdded−$61.1K
Hartford Insurance Group Inc1.58K$214.3K0.0%New
Fifth Third Bancorp4.57K$212.5K0.0%New
Xcel Energy Inc2.67K$212.3K0.0%New
CDW CorpCDW1.75K$212K0.0%New
Entergy Corp New1.88K$211.7K0.0%$37.5KCut−$134.6K
Allstate Corp1.02K$211.5K0.0%New
Metlife Inc2.98K$210.8K0.0%New
Northrop Grumman Corp309$210.8K0.0%New
Liberty Live Holdings Inc2.23K$210K0.0%New
Us Bancorp Del4.04K$209.9K0.0%−$5.45KCut−$23.4K
New York Times CoNYT2.5K$209.7K0.0%New
Devon Energy Corp New4.16K$209.4K0.0%New
Compass, Inc.COMP28.6K$209.2K0.0%New
NIKE, Inc.NKE3.96K$209K0.0%−$43.1KCut−$72.1K
Gsk Plc3.78K$208.5K0.0%$23.2KCut$7.69K
Highwoods Pptys Inc9.73K$208.3K0.0%New
Cbre Group, Inc.CBRE1.54K$208.2K0.0%−$38.9KCut−$45.5K
Jones Lang Lasalle IncJLL684$208.2K0.0%New
Zimmer Biomet Holdings, Inc.ZBH2.3K$207.8K0.0%New
Nvent Electric PlcNVT1.76K$207.7K0.0%New
Woori Finl Group Inc3.1K$206.2K0.0%New
Dte Energy Co1.4K$205.1K0.0%New
Equinix IncEQIX209$204.9K0.0%$44.7KCut−$41.8K
AecomACM2.41K$204.3K0.0%New
Microchip Technology Inc.3.15K$203.7K0.0%New
Anheuser Busch Inbev Sa/Nv2.92K$202.5K0.0%New
Hawaiian Elec Industries13.6K$202K0.0%$34.6KCut$32.5K
Ishares Tr308$200.8K0.0%New
Honda Motor Ltd8.25K$200.6K0.0%−$42.6KCut−$46.4K
Host Hotels & Resorts, Inc.HST10.5K$200.5K0.0%$15KCut$2.73K
Elbit Sys Ltd236$200.4K0.0%New
Nu Hldgs Ltd13.9K$199.5K0.0%New
Douglas Emmett IncDEI20.7K$195K0.0%New
Conagra Brands Inc.CAG12.1K$190.4K0.0%−$19.3KCut−$266.2K
Natwest Group Plc11.8K$175.7K0.0%−$30.7KCut−$49.1K
Ford Mtr Co15K$173.5K0.0%−$23.8KCut−$56.2K
Lloyds Banking Group Plc32.4K$163K0.0%−$8.75KCut−$25.8K
ICL Group Ltd.ICL29.3K$151.8K0.0%−$15.5KCut−$185.4K
Cnh Indl N V13.7K$151.1K0.0%$24.5KCut−$33.6K
Liberty Global Ltd11.5K$134.5K0.0%$7.91KCut−$51K
Park Hotels & Resorts Inc.PK12.7K$133.7K0.0%$797Added$14.6K
Niq Global Intelligence PlcNIQ11.3K$127.9K0.0%New
ZoomInfo Technologies Inc.GTM18.4K$109.8K0.0%−$74.3KAdded−$70.5K
Under Armour Inc18.7K$108.1K0.0%$12KAdded$49.8K
Agnc Invt Corp10.7K$107.2K0.0%−$7.37KCut−$8.26K
Adt Inc Del14.7K$96.9K0.0%New
Taseko Mines Ltd14.9K$96.1K0.0%$11.8KHeld
Freshworks Inc.FRSH11K$88.4K0.0%New
Nio Inc13.5K$81.4K0.0%New
Sweetgreen, Inc.SG15.6K$81K0.0%−$24.5KCut−$32.1K
Medical Pptys Trust IncMPT16.9K$78.2K0.0%−$4.3KAdded$20.2K
Beyond Meat, Inc.BYND90K$63.1K0.0%−$10.7KCut−$11K
Iheartmedia Inc20.3K$59.4K0.0%−$25.2KHeld
Wipro LtdWIT25.5K$54.1K0.0%−$16.4KAdded−$10.7K
Energy Vault Holdings, Inc.NRGV11.8K$39K0.0%−$15.5KHeld
Ses Ai Corporation12.5K$12K0.0%−$10.5KHeld

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.