13F

Investor

PCM Encore, LLC

CIK 0002109846 · filed 2026-05-12 · SEC filing

13F book

$486.1M

Positions

445

48 new · 31 sold

Largest name

4.8%

Nvidia Corp · NVDA

Est. mark

−$13.1M

Price effect on 397 names still held. Flow $29.2M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA134.2K$23.4M4.8%−$1.5MAdded$201.9K
Apple Inc.AAPL87.4K$22.2M4.6%−$1.49MAdded−$295.8K
Microsoft CorpMSFT47.4K$17.5M3.6%−$4.93MAdded−$3.49M
Alphabet Inc56.3K$16.2M3.3%−$1.39MAdded−$942.5K
Taiwan Semiconductor Mfg Ltd34.3K$11.6M2.4%$1.12MAdded$1.61M
Amazon Com IncAMZN51.3K$10.7M2.2%−$1.11MAdded−$665.6K
Ishares Tr15.2K$9.95M2.0%−$483.2KCut−$1.03M
Vanguard Index Fds14.9K$8.9M1.8%−$353KAdded$1.41M
Ishares Tr35.5K$8.8M1.8%$57.8KAdded$1.05M
Broadcom Inc.AVGO28.3K$8.76M1.8%−$993.9KAdded−$642.3K
Eli Lilly & CoLLY8.86K$8.15M1.7%−$1.31MAdded−$940.1K
Meta Platforms, Inc.META12.6K$7.19M1.5%−$1.06MAdded−$801.8K
Exxon Mobil Corp36.6K$6.21M1.3%$1.72MAdded$2.01M
Invesco Exchange Traded Fd T31.5K$6.04M1.2%$9.73KAdded$851.3K
Berkshire Hathaway Inc Del12.5K$6.01M1.2%−$276KAdded$95.4K
Ishares Inc85.9K$5.99M1.2%$201.6KAdded$632.9K
Tesla, Inc.TSLA15.2K$5.66M1.2%−$1.13MAdded−$863.9K
Ishares Tr59K$5.34M1.1%$63.1KCut$55.9K
Ishares Tr20K$4.97M1.0%−$561.7KCut−$580.5K
Jpmorgan Chase & Co.16.8K$4.93M1.0%−$462.9KAdded−$381.8K
Vanguard Tax-Managed Fds72.8K$4.67M1.0%$107.9KAdded$478K
Netflix IncNFLX42K$4.04M0.8%$92.2KAdded$415.6K
Vanguard World Fd9.98K$3.67M0.8%−$294.3KAdded$988.8K
Caterpillar IncCAT5.11K$3.62M0.7%$668.9KAdded$793.6K
Walmart Inc.WMT27.6K$3.43M0.7%$334.5KAdded$533.6K
Ishares Tr15.8K$3.34M0.7%−$14.6KCut−$216.1K
Lam Research CorpLRCX15.5K$3.3M0.7%$639.6KAdded$723.8K
Morgan Stanley Etf Trust64.6K$3.28M0.7%−$48.3KAdded−$37.2K
Visa Inc.V10.8K$3.28M0.7%−$523.7KAdded−$514.6K
Chevron Corp NewCVX15.1K$3.12M0.6%$775KAdded$951.1K
Vanguard Index Fds15.3K$2.99M0.6%$59.3KAdded$819.9K
Costco Whsl Corp New2.78K$2.77M0.6%$328.8KAdded$653.6K
Alphabet Inc9.51K$2.73M0.6%−$126.9KAdded$1.25M
Morgan Stanley Etf Trust50.7K$2.58M0.5%−$25.5KCut−$294.9K
Ge Aerospace8.73K$2.48M0.5%−$202.9KAdded−$98.4K
Shell Plc25.9K$2.41M0.5%$474.8KAdded$618.7K
Bank America Corp49.1K$2.39M0.5%−$303.6KAdded−$280.2K
AbbVie Inc.ABBV10.5K$2.29M0.5%−$110.2KAdded$2.27K
Goldman Sachs Group Inc2.67K$2.25M0.5%−$85.6KAdded−$29K
Mastercard IncMA4.39K$2.2M0.5%−$278.7KAdded−$38.8K
Merck & Co., Inc.MRK18K$2.16M0.4%$256.9KAdded$364.8K
Advanced Micro Devices IncAMD10.5K$2.13M0.4%−$108KAdded−$20.1K
Canadian Nat Res Ltd42.1K$2.05M0.4%$614.7KAdded$653.8K
Procter And Gamble CoPG13.9K$2.01M0.4%$14.9KAdded$136.7K
Micron Technology IncMU5.93K$2M0.4%$239.5KAdded$700.3K
Novartis Ag12.6K$1.93M0.4%$176.7KAdded$289.6K
Home Depot, Inc.HD5.85K$1.92M0.4%−$86.4KAdded−$31.5K
Johnson & JohnsonJNJ7.49K$1.83M0.4%$242.9KAdded$490.2K
Kb Finl Group Inc17.4K$1.73M0.4%$227.3KAdded$303.9K
Celestica IncCLS6.08K$1.71M0.4%−$84.8KCut−$129.1K
Asml Holding N V1.29K$1.71M0.4%$273.9KAdded$542.1K
Totalenergies SeTTE18.7K$1.7M0.4%$464.2KAdded$515.9K
GE Vernova Inc.GEV1.94K$1.69M0.3%$398.7KAdded$501.7K
RTX CorpRTX8.41K$1.62M0.3%$76.6KAdded$142.4K
Shinhan Financial Group Co L26.1K$1.6M0.3%$192KAdded$264.2K
Astrazeneca Plc OrdAZN8.11K$1.6M0.3%New
Southern Copper Corp/SCCO9.24K$1.59M0.3%$256.8KAdded$300.6K
Hsbc Hldgs Plc19.1K$1.58M0.3%$69KAdded$157.5K
Icici Bank Limited61K$1.58M0.3%−$227.2KAdded−$157K
Sap Se9.21K$1.58M0.3%−$645.8KAdded−$610.9K
Amgen IncAMGN4.41K$1.55M0.3%$103.2KAdded$170.8K
ConocophillipsCOP11.7K$1.54M0.3%$436.3KAdded$480.4K
Vanguard Growth Etf3.52K$1.54M0.3%−$179.8KCut−$216.4K
Vanguard Bd Index Fds19.4K$1.52M0.3%−$7.74KCut−$290.1K
Vanguard Bd Index Fds19.6K$1.51M0.3%−$13.7KCut−$300.4K
Vanguard Index Fds4.69K$1.51M0.3%−$67.8KCut−$575.8K
Palantir Technologies Inc.PLTR10.2K$1.5M0.3%−$258.3KAdded$38.4K
Marathon Pete Corp6.05K$1.48M0.3%$490.6KAdded$499.1K
BlackRock, Inc.BLK1.5K$1.45M0.3%−$163.8KCut−$164.9K
Philip Morris Intl Inc8.64K$1.43M0.3%$37.5KAdded$209.2K
Takeda Pharmaceutical Co Ltd76.9K$1.42M0.3%$222.1KAdded$242.7K
Mcdonalds CorpMCD4.54K$1.41M0.3%$22.4KAdded$74.6K
Coca Cola CoKO17.5K$1.33M0.3%$99.5KAdded$200K
J P Morgan Exchange Traded F22.5K$1.28M0.3%−$12.6KAdded−$9.3K
Unilever Plc22.2K$1.26M0.3%−$181.6KAdded−$146.9K
British Amern Tob Plc21.4K$1.25M0.3%$38.2KAdded$83.1K
Alibaba Group Hldg Ltd9.96K$1.25M0.3%−$194.9KAdded−$102.9K
Linde PlcLIN2.51K$1.24M0.3%$157.3KAdded$277.2K
Western Digital CorpWDC4.59K$1.24M0.3%$437.1KAdded$475.2K
Vistra Corp.VST8.08K$1.21M0.3%−$87.8KAdded−$74K
Salesforce, Inc.CRM6.42K$1.2M0.2%−$502.2KCut−$539.3K
Infosys LtdINFY88.1K$1.19M0.2%−$350.8KAdded−$260.5K
Oracle Corp8.04K$1.18M0.2%−$342.9KAdded−$215.8K
Autozone IncAZO347$1.17M0.2%−$2.88KAdded$504
Dr Reddys Labs Ltd83.8K$1.16M0.2%−$15.4KAdded$20K
Wells Fargo Co New14.2K$1.13M0.2%−$177.9KAdded−$91.5K
Hdfc Bank LtdHDB45.2K$1.12M0.2%−$526.9KCut−$700.5K
Cummins IncCMI2.06K$1.11M0.2%$56.5KAdded$69.4K
Toronto Dominion Bk Ont11.8K$1.1M0.2%−$9.91KAdded$55.3K
Restaurant Brands Intl Inc14.8K$1.09M0.2%$82.8KAdded$98.3K
Royal Bk Cda6.72K$1.09M0.2%−$53.8KAdded$33.5K
Parker-Hannifin CorpPH1.21K$1.08M0.2%$19.5KAdded$48.2K
Morgan Stanley6.28K$1.03M0.2%−$77.9KAdded−$33.8K
Crh Plc9.75K$1.03M0.2%−$189.5KAdded−$176.4K
Tjx Cos Inc New6.42K$1.03M0.2%$34.6KAdded$151.2K
Gilead Sciences, Inc.GILD7.28K$1.01M0.2%$115KAdded$166.1K
Intuitive Surgical IncISRG2.19K$1.01M0.2%−$218KAdded−$162.3K
Imperial Oil LtdIMO7.71K$1.01M0.2%$339.1KAdded$351.2K
Williams Cos Inc13.8K$1.01M0.2%$175.1KCut$160.1K
Vertex Pharmaceuticals Inc2.19K$980.1K0.2%−$14KAdded$43.1K
At&T Inc33.8K$979.3K0.2%$120.6KAdded$257.2K
Freeport-Mcmoran IncFCX15.9K$934.9K0.2%$123.5KAdded$149.6K
Travelers Companies, Inc.TRV3.2K$933.9K0.2%$4.99KAdded$21.9K
Sandisk CorpSNDK1.46K$930.4K0.2%$543.8KAdded$606.1K
Chunghwa Telecom Co LtdCHT22K$927.3K0.2%$10.8KAdded$78.7K
T-Mobile Us Inc4.28K$897.8K0.2%$28KAdded$85.5K
Southern Co9.2K$887.5K0.2%$79.5KAdded$144.5K
Shopify Inc.SHOP7.24K$858.6K0.2%−$258.9KAdded−$125.5K
Lowes Cos Inc3.61K$853.9K0.2%−$16.2KAdded$48.3K
Nutrien Ltd.NTR11.2K$848.1K0.2%$149.9KAdded$174.5K
Royal Caribbean Group3.04K$837K0.2%−$10.8KAdded$31.5K
Agnico Eagle Mines LtdAEM4.12K$835.9K0.2%$132.3KAdded$165.6K
Arista Networks, Inc.ANET6.77K$831.6K0.2%−$53.1KAdded−$12.6K
Marvell Technology, Inc.MRVL8.37K$829.1K0.2%$114.8KAdded$135.7K
Novo-Nordisk A S22.5K$827.2K0.2%−$306.7KAdded−$277.3K
New Oriental Ed & Technology14.6K$826.9K0.2%$23.3KAdded$25.4K
Applied Matls Inc2.39K$816K0.2%$152.4KAdded$353.7K
Cisco Sys Inc10.5K$815.4K0.2%$4.4KAdded$216.9K
Regeneron Pharmaceuticals, Inc.REGN1.05K$812.1K0.2%$897Added$32.6K
S&P Global Inc.SPGI1.9K$807K0.2%−$184.2KCut−$190.4K
Honeywell Intl Inc3.55K$801.4K0.2%$105KAdded$139.1K
Mckesson CorpMCK925$800.3K0.2%$34.5KAdded$175.5K
ServiceNow, Inc.NOW7.65K$799.5K0.2%−$334.5KAdded−$254.1K
Unitedhealth Group IncUNH2.94K$794.3K0.2%−$162KAdded−$105.1K
Intuit Inc.INTU1.82K$788.2K0.2%−$408.5KAdded−$387.7K
Cme Group Inc.CME2.66K$786K0.2%$56.9KAdded$87.9K
Woori Finl Group Inc11.8K$785.2K0.2%$85.3KAdded$142.9K
Marriott Intl Inc New2.39K$781.6K0.2%$38.6KAdded$70K
Johnson Ctls Intl Plc5.95K$779.7K0.2%$64.3KAdded$91.7K
Deere & CoDE1.36K$766.8K0.2%$125.1KAdded$170.7K
Bhp Group Ltd10.5K$766.2K0.2%$115.9KAdded$200.5K
Occidental Pete Corp11.8K$764.3K0.2%$216.7KAdded$391.1K
Waste Mgmt Inc Del3.3K$758.2K0.2%$31KAdded$80.2K
Coherent Corp.COHR3.16K$753.8K0.2%$163.7KAdded$190.8K
Citigroup Inc6.63K$752.1K0.2%−$19.7KAdded$52.8K
Intel CorpINTC16.9K$746.5K0.2%$58.4KAdded$448.3K
Wipro LtdWIT349.1K$740K0.2%−$251.3KCut−$389.9K
Duke Energy Corp New5.49K$718.8K0.1%$70.9KAdded$113.7K
Chubb Limited2.18K$711.4K0.1%$27.5KAdded$84.8K
Posco Holdings Inc.PKX12.2K$710.9K0.1%$58.7KAdded$119.1K
Sony Group Corp34.2K$708.1K0.1%−$161.1KAdded−$133.4K
Trane Technologies PlcTT1.69K$703.9K0.1%$44.3KAdded$76.4K
Thermo Fisher Scientific Inc.TMO1.4K$690.1K0.1%−$122.7KAdded−$119.2K
Ishares Tr16K$681.8K0.1%$49.8KCut$33.3K
Howmet Aerospace Inc.HWM2.96K$680.9K0.1%$72.8KAdded$94.7K
Korea Elec Pwr Corp47.5K$676.4K0.1%−$101.8KAdded−$69.9K
Valero Energy Corp2.74K$676.4K0.1%$220.1KAdded$251.2K
Altria Group, Inc.MO10.2K$671K0.1%$59.9KAdded$256.2K
Equinix IncEQIX683$669.6K0.1%$136.7KAdded$179.9K
Analog Devices IncADI2.1K$667.6K0.1%$87.7KAdded$161.9K
Teck Resources Ltd12.8K$662.8K0.1%$48.8KAdded$57.6K
Bp Plc14.1K$662.1K0.1%$162.7KAdded$201.4K
Smith & Nephew Plc20.6K$655.3K0.1%−$21.1KAdded−$18K
Simon Ppty Group Inc New3.48K$648.7K0.1%$4.88KAdded$16.6K
Copart IncCPRT19.5K$646K0.1%−$113.6KAdded−$101.6K
Lockheed Martin CorpLMT1.06K$638K0.1%$118.9KAdded$160K
Cigna GroupCI2.38K$636K0.1%−$19.6KAdded−$5.77K
Gsk Plc11.5K$633.6K0.1%$66.3KAdded$104.9K
Eaton Corp PlcETN1.77K$633.2K0.1%$63.4KAdded$117.8K
International Business Machs2.6K$629.5K0.1%−$128.7KAdded−$78.7K
Northrop Grumman Corp918$626.6K0.1%$102KAdded$110.2K
Palo Alto Networks IncPANW3.9K$625.4K0.1%−$62.1KAdded$146.6K
HCA Healthcare, Inc.HCA1.32K$622.9K0.1%$8.28KAdded$34.3K
Banco Bilbao Vizcaya Argenta28.6K$619.9K0.1%−$45KAdded−$15.2K
Schwab Charles Corp6.58K$618.4K0.1%−$37.4KAdded−$11K
Cintas CorpCTAS3.65K$617.7K0.1%−$68.1KAdded−$59.7K
Morgan Stanley Etf Trust12.3K$616.7K0.1%−$1.12KAdded$300.5K
Intercontinental Exchange In3.9K$612.6K0.1%−$17KAdded$21K
Moodys Corp1.4K$612K0.1%−$98.8KAdded−$63.1K
Marsh & Mclennan Cos Inc3.51K$608.3K0.1%−$41.2KAdded−$27K
J P Morgan Exchange Traded F10.8K$598.8K0.1%−$27.3KAdded−$12.3K
LG Display Co., Ltd.LPL151.9K$589.2K0.1%−$29.3KAdded$215.5K
Guidewire Software, Inc.GWRE3.85K$576.3K0.1%−$194.6KAdded−$184.4K
Vanguard Index Fds2.78K$571.9K0.1%New
United Rentals, Inc.URI776$565.5K0.1%−$62.2KAdded−$58.6K
American Express CoAXP1.85K$560.1K0.1%−$110.3KAdded−$43.5K
Stryker CorpSYK1.7K$558.4K0.1%−$38.8KAdded−$38.2K
Vanguard Specialized Funds2.6K$558.1K0.1%−$11KAdded$49K
Cencora, Inc.COR1.77K$557.5K0.1%−$41.1KAdded−$28.5K
Ishares Tr5.83K$556.7K0.1%−$4.2KHeld
Spdr S&P 500 Etf Tr856$556.7K0.1%−$25.8KAdded−$1.11K
Cadence Design System Inc1.98K$551K0.1%−$65.8KAdded−$42.5K
Gallagher Arthur J & Co2.54K$549.5K0.1%−$101.3KAdded−$72K
Bank Montreal Que4.04K$546.8K0.1%$20.6KAdded$65.6K
Fedex CorpFDX1.52K$543.2K0.1%$97.8KAdded$123.8K
Progressive Corp2.74K$542.9K0.1%−$72.9KAdded−$20.2K
Onto Innovation Inc.ONTO2.65K$542.4K0.1%$124.9KCut$124.7K
L3harris Technologies Inc1.56K$540.2K0.1%$77.9KAdded$97.9K
Hf Sinclair CorpDINO8.64K$539.1K0.1%$140.2KAdded$143K
Union Pac Corp2.22K$539K0.1%$19.9KAdded$128.1K
Ferguson Enterprises Inc2.29K$535.3K0.1%$24.5KHeld
Vanguard Intl Equity Index F9.85K$532.6K0.1%$2.87KCut−$550K
Compania De Minas Buenaventu14.7K$529K0.1%$120.3KAdded$121.3K
Newmont Corp4.88K$528K0.1%$39.6KAdded$58.4K
Nextera Energy Inc5.63K$523K0.1%$61.4KAdded$131.4K
Sk Telecom Co LtdSKM17.8K$521.9K0.1%New
Transdigm Group IncTDG449$520.5K0.1%−$77KCut−$99.7K
Illinois Tool Wks Inc2K$520.1K0.1%$26.1KAdded$61.2K
Fomento Economico Mexicano S4.63K$514.1K0.1%$45.6KAdded$53K
Futu Hldgs Ltd3.75K$512.6K0.1%−$101KAdded−$91.6K
Eog Res Inc3.54K$512K0.1%$132.8KAdded$159.8K
Pfizer IncPFE18.2K$510.7K0.1%$47.5KAdded$139K
Adobe Inc.ADBE2.1K$510K0.1%−$224.1KCut−$237.8K
Aon plcAON1.57K$506.2K0.1%−$45.5KAdded−$29.1K
Jd.Com Inc17.1K$505.5K0.1%$14.3KAdded$32.7K
Affirm Hldgs Inc11K$503K0.1%−$314KCut−$317.6K
Paychex IncPAYX5.34K$492.3K0.1%−$107.3KCut−$110K
American Elec Pwr Co Inc3.75K$490.9K0.1%$54.6KAdded$91.7K
Ttm Technologies IncTTMI5.02K$489.4K0.1%$142.8KAdded$142.9K
Gold Fields Ltd10.6K$479.9K0.1%$18KAdded$27.6K
Automatic Data Processing In2.34K$475.4K0.1%−$120.1KAdded−$95.5K
Booking Holdings Inc.BKNG113$475.1K0.1%−$99.5KAdded$14K
Argenx SEARGX649$473.9K0.1%−$70.3KAdded−$60.1K
Barclays Bank Plc13.7K$472K0.1%$77.4KCut−$111.1K
Qualcomm Inc3.66K$470.9K0.1%−$139.1KAdded−$92.1K
Cabot CorpCBT6.25K$470.5K0.1%$56.4KCut$55.6K
Bank New York Mellon Corp3.96K$470.4K0.1%$8.85KAdded$68.8K
Enbridge Inc8.64K$467.6K0.1%$54.5KCut$18.2K
Invesco Qqq Tr807$465.8K0.1%−$30KCut−$65K
General Dynamics CorpGD1.35K$463.6K0.1%$7.95KAdded$55.3K
F5, Inc.FFIV1.6K$461.9K0.1%$53.4KAdded$62.1K
DoorDash, Inc.DASH3.07K$461.4K0.1%−$223.8KAdded−$202.6K
Hewlett Packard Enterprise C19.2K$456.4K0.1%−$3.93KAdded$7.24K
Wisdomtree Tr9.18K$456K0.1%$27.3KHeld
Ventas, Inc.VTR5.52K$451.3K0.1%$23.3KAdded$41.6K
Sibanye Stillwater Ltd36.2K$446.2K0.1%−$69.9KHeld
Elevance Health Inc Formerly1.51K$441.8K0.1%−$87.3KCut−$97.5K
Dominion Energy, IncD7.03K$434.6K0.1%$21.5KAdded$45.2K
Sanofi Sa8.94K$430.5K0.1%−$2.44KAdded$8.93K
Petroleo Brasileiro Sa Petro20.6K$428.4K0.1%$178.2KAdded$191.1K
American Intl Group Inc5.67K$427K0.1%−$57.9KAdded−$53.7K
Uber Technologies, IncUBER5.9K$424.2K0.1%−$56.5KAdded−$47.4K
Logitech Intl S A4.61K$420.2K0.1%−$39.8KAdded−$17.8K
AST SpaceMobile, Inc.ASTS5.06K$418.9K0.1%New
Barrick Mng Corp10.2K$417.6K0.1%−$27.3KAdded−$12.4K
Wheaton Precious Metals Corp.WPM3.18K$416.1K0.1%$40.3KAdded$64.8K
Pepsico IncPEP2.67K$414.4K0.1%$28.7KAdded$64.4K
Edison Intl5.65K$413.7K0.1%$74.4KCut$73.5K
Cvs Health CorpCVS5.74K$412.2K0.1%−$42.3KAdded−$33.5K
Toyota Motor Corp1.99K$410.9K0.1%−$13.7KAdded$43.6K
Abbott LabsABT4K$410.8K0.1%−$71KAdded$17.6K
Ross Stores, Inc.ROST1.88K$406.9K0.1%$64.3KAdded$90.3K
Xpeng Inc23.8K$406.7K0.1%−$74KAdded−$66.8K
Us Bancorp Del7.77K$404.1K0.1%−$9.76KAdded$18.4K
Ssr Mining In13.7K$403.3K0.1%$102.6KCut$97.4K
Reddit, Inc.RDDT2.98K$400.6K0.1%−$283.4KCut−$286.1K
Aurinia Pharmaceuticals Inc.AUPH26.9K$398.9K0.1%−$30.4KHeld
Idexx Labs Inc709$398.5K0.1%−$79KAdded−$69.4K
Elanco Animal Health IncELAN16.6K$397K0.1%$20.7KAdded$37.4K
Blackstone Inc.BX3.44K$396.2K0.1%−$117.4KAdded−$66.1K
Gildan Activewear Inc.GIL7.1K$395.1K0.1%−$47.8KAdded−$43K
Capital One Finl Corp2.16K$394.5K0.1%−$129.8KCut−$169K
Companhia Paranaense De Ener32.7K$390.7K0.1%$78KAdded$85.3K
Schwab Strategic Tr15.8K$390.3K0.1%$10.2KAdded$46K
Dte Energy Co2.66K$389.2K0.1%$45.4KAdded$49.5K
Kt CorpKT18.1K$388.6K0.1%$44.9KHeld
Datadog, Inc.DDOG3.29K$388.2K0.1%−$58KAdded−$50.7K
Ishares Tr2.72K$388K0.1%−$14.8KAdded$35.9K
Digital Rlty Tr Inc2.15K$387.5K0.1%$51.8KAdded$73.8K
Hologic Inc5.08K$383.8K0.1%$5.53KAdded$9.61K
Resmed Inc1.7K$381.3K0.1%−$27.7KCut−$31.1K
Boeing Co1.91K$380.4K0.1%−$33.4KAdded−$20.9K
Sherwin Williams CoSHW1.19K$379.8K0.1%−$4.05KCut−$20.2K
Danaher Corporation2K$378.6K0.1%−$78.4KCut−$109.8K
Oreilly Automotive Inc4.08K$376.1K0.1%$4.16KAdded$29.5K
Hershey CoHSY1.81K$375.7K0.1%$44.9KAdded$60.5K
State Str Corp2.96K$374.1K0.1%−$6.61KAdded$25K
Ishares Tr1.17K$373.1K0.1%New
Vanguard World Fd534$372.9K0.1%−$29.8KCut−$36.5K
Emerson Elec Co2.78K$364.3K0.1%−$4.43KAdded$26.2K
United Microelectronics CorpUMC40.2K$360.7K0.1%$41.1KAdded$72.6K
Disney Walt Co3.73K$359K0.1%−$63.2KAdded−$54.4K
Kinross Gold Corp11.7K$358K0.1%$26.3KAdded$44.5K
Welltower Inc.WELL1.81K$358K0.1%$18.8KAdded$68.6K
United Airls Hldgs Inc3.88K$357.6K0.1%−$72.3KAdded−$51.3K
Seagate Technology Hldngs Pl912$357.1K0.1%$94.5KAdded$133.3K
Nvent Electric PlcNVT3K$355.1K0.1%$49KCut$48.8K
Dole PlcDOLE24.7K$353.2K0.1%−$17.3KHeld
Ciena CorpCIEN903$350.5K0.1%New
Alcon IncALC4.62K$348.2K0.1%−$15.4KAdded−$3.3K
Entergy Corp New3.1K$347.8K0.1%$57.1KAdded$82.6K
Verizon Communications IncVZ6.8K$341.2K0.1%New
Himalaya Shipping Ltd.HSHP25.5K$339.4K0.1%$106.3KAdded$109K
Ing Groep N.V.12.9K$336.3K0.1%−$24.2KAdded−$10.8K
Synopsys IncSNPS842$333.8K0.1%−$55KAdded−$19.7K
Ebay IncEBAY3.66K$333.4K0.1%$13.4KAdded$36.9K
Fortis Inc5.91K$329.5K0.1%$22.7KHeld
Aercap Holdings Nv2.38K$325.9K0.1%−$15.3KAdded−$9.16K
Tc Energy Corp5.2K$325.5K0.1%$36.8KAdded$59.1K
Bristol-Myers Squibb Co5.36K$325.3K0.1%$32.2KAdded$66.7K
Packaging Corp Amer1.53K$325.2K0.1%$8.88KAdded$18.4K
MSCI Inc.MSCI603$325.1K0.1%−$19.9KAdded−$3.71K
Ingersoll Rand Inc.IR3.99K$319.4K0.1%$3.55KAdded$10.9K
Banco Bradesco S A87.4K$319.1K0.1%$27.5KAdded$33.4K
Canadian Pacific Kansas City4.04K$317.4K0.1%$18.2KAdded$50.8K
Delta Air Lines Inc DelDAL4.74K$315.3K0.1%−$13.2KAdded$2.66K
Vale S.A.VALE19.8K$314.4K0.1%$55.5KAdded$63.3K
Fifth Third Bancorp6.76K$314.1K0.1%−$1.65KAdded$93.9K
Oneok Inc /New/OKE3.46K$313.1K0.1%$50.3KAdded$94.4K
Kroger CoKR4.29K$310.1K0.1%$40.7KAdded$52.7K
Curtiss Wright CorpCW452$307.7K0.1%$58.6KHeld
Autodesk, Inc.ADSK1.28K$307.6K0.1%−$68.3KAdded−$49.9K
Canadian Imperial Bank Of Co3.25K$307.5K0.1%$11.5KAdded$54.8K
Dow Inc.DOW7.38K$307.4K0.1%New
Api Group CorpAPG7.58K$306.9K0.1%$17.1KCut$16.6K
Corteva, Inc.CTVA3.61K$302.2K0.1%$57.5KAdded$71.1K
Tencent Music Entmt Group32.4K$300.5K0.1%−$262.8KAdded−$257.9K
Church & Dwight Co Inc3.19K$297.3K0.1%$30.2KAdded$30.4K
FabrinetFN569$296.9K0.1%$37.6KCut$36.7K
Verisk Analytics, Inc.VRSK1.56K$296.8K0.1%−$53.1KCut−$82.4K
Colgate Palmolive CoCL3.47K$295.6K0.1%$19.3KAdded$49.7K
Tyler Technologies IncTYL863$295.3K0.1%−$88.2KAdded−$63.2K
Ecolab Inc.ECL1.1K$293.1K0.1%$3.64KAdded$19.3K
Cemex Sab De Cv25.5K$291.5K0.1%−$1.24KAdded$6.54K
Select Sector Spdr Tr2.19K$291.3K0.1%−$24.3KCut−$71.8K
Applovin CorpAPP726$289K0.1%−$126.5KAdded−$20.2K
Nrg Energy, Inc.NRG1.98K$288.7K0.1%−$25.5KAdded−$21.1K
Qnity Electronics, Inc.Q2.5K$288K0.1%New
Paccar IncPCAR2.48K$286.9K0.1%$14.1KAdded$28.7K
Dollar Gen Corp New2.41K$286.6K0.1%−$33.6KAdded−$31.1K
Take-Two Interactive Softwar1.45K$286.5K0.1%−$84.8KCut−$107.8K
Yum Brands IncYUM1.83K$285.3K0.1%$6.48KAdded$52.2K
JOYY Inc.JOYY4.88K$285.2K0.1%−$31.1KHeld
Vanguard Star Fds3.7K$285.1K0.1%New
First Ctzns Bancshares Inc D151$284.7K0.1%−$39.3KHeld
Vulcan Matls Co1.04K$284.4K0.1%−$13.7KAdded−$12.6K
Connectone Bancorp Inc10.6K$283.9K0.1%$5.83KHeld
Rogers CorpROG2.63K$282.6K0.1%$41.5KHeld
Banco Santander Chile New8.41K$280.9K0.1%$19.3KHeld
Ferrari N.V.RACE829$280.6K0.1%−$24.1KAdded−$4.81K
Netease Inc2.5K$280.3K0.1%−$59.5KAdded−$38.4K
Dimensional Etf Trust7.05K$278.2K0.1%New
Umb Finl Corp2.46K$277.7K0.1%−$5.47KAdded−$1.97K
Live Nation Entertainment In1.82K$277.4K0.1%$16.7KAdded$40.3K
OPENLANE, Inc.OPLN9.45K$275.4K0.1%−$5.95KHeld
Eastern Bankshares, Inc.EBC14.1K$275.3K0.1%$15.9KCut$15.2K
D R Horton Inc2K$275K0.1%−$13.5KAdded−$9.63K
Old Dominion Freight Line In1.4K$272.7K0.1%$50.1KAdded$69.1K
Companhia De Saneamento Basi8.94K$272.6K0.1%New
Evercore Inc.EVR912$272.4K0.1%−$37.8KAdded−$37.2K
Lumentum Hldgs Inc387$271.6K0.1%$129KCut$38K
Genuine Parts CoGPC2.55K$269.9K0.1%−$30.1KAdded$55K
Coupang, Inc.CPNG14.2K$268.4K0.1%New
Ford Mtr Co23.2K$267.9K0.1%−$31.2KAdded$8.84K
Advanced Energy Inds828$267.3K0.1%New
Boston Scientific CorpBSX4.25K$266.8K0.1%−$138.6KHeld
InterDigital, Inc.IDCC878$265.2K0.1%−$14.2KAdded−$11.1K
Rockwell Automation, IncROK723$259.6K0.1%−$20.6KAdded−$5.13K
EMCOR Group, Inc.EME352$259.6K0.1%$41.6KAdded$56.4K
Lpl Finl Hldgs Inc860$258.8K0.1%−$47.7KAdded−$44.7K
Bunge Global SaBG2.03K$258.1K0.1%New
Thomson Reuters Corp2.86K$257.7K0.1%−$116.9KAdded−$110.1K
Monster Beverage Corp New3.53K$255.8K0.1%−$13.8KAdded$4.84K
Pg&E Corp14.5K$254.1K0.1%$19.9KAdded$41.3K
XP Inc.XP13.3K$252.5K0.1%$34.2KAdded$43.1K
Vornado Rlty Tr9.7K$252.2K0.1%−$70.7KAdded−$70.6K
Roper Technologies IncROP711$251.6K0.1%−$54.1KAdded−$12K
Ishares Tr589$251.2K0.1%−$27.6KCut−$52.6K
Allstate Corp1.21K$250.8K0.1%−$907Added$17.7K
Keycorp12.5K$250.7K0.1%−$7.19KAdded−$730
Electronic Arts Inc.EA1.21K$247.5K0.1%−$559Added$27K
Firstenergy CorpFE4.87K$246.6K0.1%New
Eversource EnergyES3.53K$244.7K0.1%$6.18KAdded$31.3K
Texas Instrs Inc1.26K$244K0.1%New
Affiliated Managers Group In880$243.5K0.1%−$10.2KAdded−$9.33K
Baker Hughes Company3.95K$241K0.1%New
Evergy, Inc.EVRG2.93K$239.9K0.0%New
Keysight Technologies, Inc.KEYS849$239.6K0.0%New
Tecnoglass Inc5.36K$238.6K0.0%−$30.9KCut−$103.4K
News Corp New9.52K$237.4K0.0%−$11.3KCut−$24.8K
Amphenol Corp New1.86K$235.1K0.0%−$13.2KAdded$32.8K
Kla CorpKLAC158$233.2K0.0%New
3M COMMM1.6K$232.9K0.0%−$23.5KAdded−$19.9K
DuPont de Nemours, Inc.DD5.07K$232.4K0.0%New
Workday, Inc.WDAY1.79K$232.3K0.0%−$144.4KAdded−$133.1K
Sempra2.38K$230.9K0.0%New
Check Point Software Tech Lt1.62K$230.8K0.0%−$63.8KAdded−$46.4K
Tower Semiconductor LtdTSEM1.31K$229.9K0.0%New
Xylem Inc.XYL1.92K$229.8K0.0%−$32.1KCut−$45.1K
Williams Sonoma IncWSM1.26K$229.6K0.0%$4.54KAdded$19.9K
New York Times CoNYT2.74K$229.1K0.0%New
National Resh CorpNRC13.4K$228.1K0.0%−$24KHeld
Atlantic Un Bankshares Corp6.38K$227.9K0.0%$2.76KAdded$6.05K
Safe Bulkers Inc35.7K$226.2K0.0%$53.3KAdded$56K
Medpace Hldgs Inc469$225.2K0.0%−$38.4KCut−$65.4K
Okta, Inc.OKTA2.86K$224.8K0.0%−$22.1KAdded−$20.7K
Norwegian Cruise Line Hldg L11.9K$222.8K0.0%−$41KAdded−$29.9K
Deckers Outdoor CorpDECK2.22K$222K0.0%−$7.62KAdded$184
Pinnacle West Cap Corp2.2K$221.9K0.0%New
Stantec IncSTN2.56K$220.8K0.0%−$20.3KHeld
EXPAND ENERGY CorpEXE2K$219.9K0.0%−$1.06KAdded$3.44K
Wix.com Ltd.WIX2.44K$219.8K0.0%−$33.7KCut−$34.1K
Ge Healthcare Technologies I3.09K$219.7K0.0%−$30.9KAdded−$14.1K
United Parcel Service IncUPS2.23K$219.6K0.0%New
Atmos Energy CorpATO1.19K$219.6K0.0%New
Cms Energy Corp2.82K$218.7K0.0%New
Martin Marietta Matls Inc371$218.4K0.0%−$12.4KCut−$18K
Avalonbay Cmntys Inc1.32K$216.1K0.0%−$23.5KAdded−$21.5K
Alnylam Pharmaceuticals, Inc.ALNY651$215.3K0.0%−$40.3KAdded−$25.1K
Goldman Sachs Etf Tr1.71K$214.5K0.0%−$12.4KHeld
Wesco Intl Inc778$212.9K0.0%New
Stifel Finl Corp2.88K$212.6K0.0%−$97.1KAdded−$24.3K
Halozyme Therapeutics, Inc.HALO3.29K$212.5K0.0%−$8.78KCut−$10.4K
Crowdstrike Hldgs Inc539$210.6K0.0%New
Prologis Inc.1.58K$208.4K0.0%New
USA Rare Earth, Inc.USAR13.8K$208.2K0.0%$44.5KHeld
Gartner IncIT1.31K$207.1K0.0%−$78.7KAdded−$4.25K
Bank Nova Scotia Halifax2.98K$206.8K0.0%New
Silicon Laboratories Inc.SLAB993$206.7K0.0%New
UBS Group AGUBS5.28K$206.4K0.0%New
MongoDB, Inc.MDB834$204K0.0%−$145.6KAdded−$145.4K
Amrize LtdAMRZ3.64K$204K0.0%New
Chipotle Mexican Grill IncCMG6.36K$203.6K0.0%−$30.1KAdded−$19.8K
Vanguard Scottsdale Fds685$202.2K0.0%New
Broadridge Finl Solutions In1.24K$201.9K0.0%−$73.4KAdded−$68K
Dimensional Etf Trust5.19K$201.7K0.0%−$3.79KCut−$72.5K
Goldman Sachs Etf Tr2K$200.7K0.0%New
Host Hotels & Resorts, Inc.HST10.4K$200.1K0.0%$14.7KAdded$18.3K
Atomera IncATOM52.3K$199.1K0.0%New
Vodafone Group Plc New12.7K$191.4K0.0%$22.8KAdded$25.2K
Jack In The Box IncJACK17.5K$169.7K0.0%−$162.8KHeld
Aurora Innovation Inc38.8K$159.8K0.0%New
Grifols S A19.8K$158.6K0.0%−$26.1KAdded−$24.8K
Plug Power IncPLUG67K$151.4K0.0%$18KAdded$29.5K
Navitas Semiconductor CorpNVTS17.2K$151.1K0.0%$28.1KHeld
Blaize Hldgs Inc74.1K$134.8K0.0%New
Valley Natl Bancorp10.7K$131K0.0%$6.4KCut$5.61K
Wendys Co18.6K$129.4K0.0%−$22.9KAdded−$8.87K
Star Hldgs16.5K$125.2K0.0%−$10.9KCut−$21.3K
RxSight, Inc.RXST20.3K$124.9K0.0%−$86.4KCut−$87.6K
Cia Energetica De Minas Gera50.3K$120.3K0.0%$19.6KHeld
Banco Santander Sa10.6K$119.4K0.0%New
Haleon Plc11.9K$119.2K0.0%−$1.08KAdded$10.5K
Flowers Foods IncFLO14.3K$116.7K0.0%−$39.1KCut−$81.5K
Nuscale Pwr Corp10.7K$116.1K0.0%New
Turkcell Iletisim Hizmetleri19.1K$115.3K0.0%$9.6KAdded$21.6K
MARA Holdings, Inc.MARA14.1K$115.3K0.0%−$10.8KAdded−$3.4K
C3.ai, Inc.AI13.7K$115K0.0%New
Nio Inc16.1K$96.9K0.0%$15KCut−$118.3K
Blackrock Tech And Private E12.1K$79.8K0.0%New
908 Devices Inc.MASS11.8K$72.4K0.0%$10.3KHeld
RLX Technology Inc.RLX32.8K$72K0.0%−$4.26KHeld
Abrdn Income Credit Strategi13K$66.5K0.0%New
Liberty All Star Equity Fd10.1K$56.1K0.0%New
Western Asset High Income Op11.4K$41.3K0.0%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.