13F

Investor

PCM Encore, LLC

CIK 0002109846 · filed 2026-02-13 · SEC filing

13F book

$470M

Positions

428

Largest name

4.9%

Nvidia Corp · NVDA

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA124.4K$23.2M4.9%Held
Apple Inc.AAPL82.7K$22.5M4.8%Held
Microsoft CorpMSFT43.5K$21M4.5%Held
Alphabet Inc54.7K$17.1M3.6%Held
Amazon Com IncAMZN49.1K$11.3M2.4%Held
Ishares Tr16K$11M2.3%Held
Taiwan Semiconductor Mfg Ltd32.8K$9.98M2.1%Held
Broadcom Inc.AVGO27.2K$9.4M2.0%Held
Eli Lilly & CoLLY8.46K$9.09M1.9%Held
Meta Platforms, Inc.META12.1K$7.99M1.7%Held
Ishares Tr31.5K$7.75M1.6%Held
Vanguard Index Fds11.9K$7.49M1.6%Held
Tesla, Inc.TSLA14.5K$6.53M1.4%Held
Berkshire Hathaway Inc Del11.8K$5.92M1.3%Held
Ishares Tr20.1K$5.55M1.2%Held
Ishares Inc79.7K$5.36M1.1%Held
Jpmorgan Chase & Co.16.5K$5.32M1.1%Held
Ishares Tr59.1K$5.28M1.1%Held
Invesco Exchange Traded Fd T27.1K$5.19M1.1%Held
Exxon Mobil Corp34.9K$4.2M0.9%Held
Vanguard Tax-Managed Fds67K$4.19M0.9%Held
Visa Inc.V10.8K$3.79M0.8%Held
Netflix IncNFLX38.6K$3.62M0.8%Held
Ishares Tr16.8K$3.56M0.8%Held
Morgan Stanley Etf Trust64.4K$3.32M0.7%Held
Walmart Inc.WMT26K$2.9M0.6%Held
Morgan Stanley Etf Trust55.9K$2.88M0.6%Held
Caterpillar IncCAT4.93K$2.83M0.6%Held
Vanguard World Fd6.49K$2.68M0.6%Held
Bank America Corp48.6K$2.67M0.6%Held
Lam Research CorpLRCX15.1K$2.58M0.5%Held
Ge Aerospace8.36K$2.58M0.5%Held
AbbVie Inc.ABBV10K$2.29M0.5%Held
Goldman Sachs Group Inc2.6K$2.28M0.5%Held
Mastercard IncMA3.91K$2.23M0.5%Held
Sap Se9.01K$2.19M0.5%Held
Vanguard Index Fds11.4K$2.17M0.5%Held
Chevron Corp NewCVX14.2K$2.17M0.5%Held
Advanced Micro Devices IncAMD10.1K$2.15M0.5%Held
Costco Whsl Corp New2.45K$2.11M0.4%Held
Vanguard Index Fds6.21K$2.08M0.4%Held
Home Depot, Inc.HD5.68K$1.96M0.4%Held
Procter And Gamble CoPG13.1K$1.88M0.4%Held
Celestica IncCLS6.23K$1.84M0.4%Held
Hdfc Bank LtdHDB49.9K$1.82M0.4%Held
Vanguard Bd Index Fds23K$1.82M0.4%Held
Vanguard Bd Index Fds23.2K$1.81M0.4%Held
Merck & Co., Inc.MRK17.1K$1.8M0.4%Held
Shell Plc24.3K$1.79M0.4%Held
Vanguard Growth Etf3.6K$1.75M0.4%Held
Salesforce, Inc.CRM6.56K$1.74M0.4%Held
Icici Bank Limited58.3K$1.74M0.4%Held
Novartis Ag11.9K$1.64M0.3%Held
BlackRock, Inc.BLK1.5K$1.61M0.3%Held
Alphabet Inc4.72K$1.48M0.3%Held
RTX CorpRTX8.07K$1.48M0.3%Held
Palantir Technologies Inc.PLTR8.21K$1.46M0.3%Held
Infosys LtdINFY81.4K$1.45M0.3%Held
Kb Finl Group Inc16.6K$1.43M0.3%Held
Hsbc Hldgs Plc18.1K$1.42M0.3%Held
AstraZeneca PLCAZN15.4K$1.41M0.3%Held
Unilever Plc21.5K$1.41M0.3%Held
Oracle Corp7.18K$1.4M0.3%Held
Canadian Nat Res Ltd41.3K$1.4M0.3%Held
Amgen IncAMGN4.21K$1.38M0.3%Held
Alibaba Group Hldg Ltd9.23K$1.35M0.3%Held
Johnson & JohnsonJNJ6.47K$1.34M0.3%Held
Shinhan Financial Group Co L25K$1.34M0.3%Held
Mcdonalds CorpMCD4.37K$1.34M0.3%Held
Micron Technology IncMU4.57K$1.3M0.3%Held
Southern Copper Corp/SCCO8.98K$1.29M0.3%Held
Vistra Corp.VST7.98K$1.29M0.3%Held
J P Morgan Exchange Traded F22.5K$1.29M0.3%Held
Philip Morris Intl Inc7.61K$1.22M0.3%Held
Wells Fargo Co New13.1K$1.22M0.3%Held
Crh Plc9.63K$1.2M0.3%Held
GE Vernova Inc.GEV1.82K$1.19M0.3%Held
Totalenergies SeTTE18.2K$1.19M0.3%Held
Takeda Pharmaceutical Co Ltd75.8K$1.18M0.3%Held
Intuit Inc.INTU1.77K$1.18M0.3%Held
Autozone IncAZO346$1.17M0.3%Held
Intuitive Surgical IncISRG2.07K$1.17M0.2%Held
British Amern Tob Plc20.6K$1.17M0.2%Held
Asml Holding N V1.09K$1.17M0.2%Held
Dr Reddys Labs Ltd81.2K$1.14M0.2%Held
Coca Cola CoKO16.2K$1.13M0.2%Held
Wipro LtdWIT397.9K$1.13M0.2%Held
Novo-Nordisk A S21.7K$1.1M0.2%Held
Vanguard Intl Equity Index F20.1K$1.08M0.2%Held
Morgan Stanley6.01K$1.07M0.2%Held
ConocophillipsCOP11.4K$1.06M0.2%Held
Royal Bk Cda6.18K$1.05M0.2%Held
ServiceNow, Inc.NOW6.88K$1.05M0.2%Held
Toronto Dominion Bk Ont11.1K$1.05M0.2%Held
Cummins IncCMI2.03K$1.04M0.2%Held
Parker-Hannifin CorpPH1.18K$1.03M0.2%Held
S&P Global Inc.SPGI1.91K$997.4K0.2%Held
Restaurant Brands Intl Inc14.6K$996.4K0.2%Held
Shopify Inc.SHOP6.11K$984.1K0.2%Held
Marathon Pete Corp6.02K$978.6K0.2%Held
Linde PlcLIN2.27K$967.6K0.2%Held
Vertex Pharmaceuticals Inc2.07K$937K0.2%Held
Travelers Companies, Inc.TRV3.14K$912K0.2%Held
Unitedhealth Group IncUNH2.73K$899.4K0.2%Held
Tjx Cos Inc New5.69K$873.9K0.2%Held
Chunghwa Telecom Co LtdCHT20.3K$848.7K0.2%Held
Gilead Sciences, Inc.GILD6.91K$848.2K0.2%Held
Williams Cos Inc14.1K$845.8K0.2%Held
Arista Networks, Inc.ANET6.44K$844.2K0.2%Held
Sony Group Corp32.9K$841.5K0.2%Held
Affirm Hldgs Inc11K$820.6K0.2%Held
T-Mobile Us Inc4K$812.3K0.2%Held
Thermo Fisher Scientific Inc.TMO1.4K$809.3K0.2%Held
Lowes Cos Inc3.34K$805.7K0.2%Held
Royal Caribbean Group2.89K$805.4K0.2%Held
New Oriental Ed & Technology14.6K$801.5K0.2%Held
Freeport-Mcmoran IncFCX15.5K$785.4K0.2%Held
Regeneron Pharmaceuticals, Inc.REGN1.01K$779.5K0.2%Held
Western Digital CorpWDC4.45K$766.6K0.2%Held
Guidewire Software, Inc.GWRE3.79K$760.8K0.2%Held
Adobe Inc.ADBE2.14K$747.8K0.2%Held
Copart IncCPRT19.1K$747.5K0.2%Held
Korea Elec Pwr Corp45.2K$746.3K0.2%Held
Southern Co8.52K$743K0.2%Held
At&T Inc29.1K$722.1K0.2%Held
Marriott Intl Inc New2.29K$711.6K0.2%Held
International Business Machs2.39K$708.2K0.2%Held
Citigroup Inc5.99K$699.2K0.1%Held
Cme Group Inc.CME2.56K$698K0.1%Held
Marvell Technology, Inc.MRVL8.16K$693.4K0.1%Held
Johnson Ctls Intl Plc5.75K$688K0.1%Held
Reddit, Inc.RDDT2.99K$686.7K0.1%Held
Waste Mgmt Inc Del3.09K$678K0.1%Held
Cintas CorpCTAS3.6K$677.4K0.1%Held
Moodys Corp1.32K$675K0.1%Held
Nutrien Ltd.NTR10.9K$673.5K0.1%Held
Smith & Nephew Plc20.5K$673.3K0.1%Held
Agnico Eagle Mines LtdAEM3.95K$670.3K0.1%Held
DoorDash, Inc.DASH2.93K$664K0.1%Held
Honeywell Intl Inc3.4K$662.3K0.1%Held
Imperial Oil LtdIMO7.62K$657.6K0.1%Held
Ishares Tr16.4K$648.4K0.1%Held
Woori Finl Group Inc10.9K$642.3K0.1%Held
Cigna GroupCI2.33K$641.8K0.1%Held
Marsh & Mclennan Cos Inc3.42K$635.3K0.1%Held
Banco Bilbao Vizcaya Argenta27.2K$635K0.1%Held
Simon Ppty Group Inc New3.41K$632K0.1%Held
Schwab Charles Corp6.3K$629.3K0.1%Held
Trane Technologies PlcTT1.61K$627.5K0.1%Held
Chubb Limited2.01K$626.5K0.1%Held
Mckesson CorpMCK762$624.8K0.1%Held
United Rentals, Inc.URI771$624.1K0.1%Held
Gallagher Arthur J & Co2.4K$621.5K0.1%Held
Transdigm Group IncTDG466$620.1K0.1%Held
J P Morgan Exchange Traded F10.5K$611.1K0.1%Held
Teck Resources Ltd12.6K$605.1K0.1%Held
Duke Energy Corp New5.16K$605K0.1%Held
Futu Hldgs Ltd3.68K$604.1K0.1%Held
American Express CoAXP1.63K$603.5K0.1%Held
Paychex IncPAYX5.37K$602.2K0.1%Held
Cisco Sys Inc7.77K$598.5K0.1%Held
Stryker CorpSYK1.7K$596.6K0.1%Held
Deere & CoDE1.28K$596.1K0.1%Held
Cadence Design System Inc1.9K$593.5K0.1%Held
Posco Holdings Inc.PKX11.1K$591.7K0.1%Held
Intercontinental Exchange In3.65K$591.6K0.1%Held
HCA Healthcare, Inc.HCA1.26K$588.6K0.1%Held
Howmet Aerospace Inc.HWM2.86K$586.3K0.1%Held
Cencora, Inc.COR1.74K$586.1K0.1%Held
Barclays Bank Plc20.3K$583.1K0.1%Held
Automatic Data Processing In2.22K$570.9K0.1%Held
Bhp Group Ltd9.37K$565.8K0.1%Held
Capital One Finl Corp2.33K$563.6K0.1%Held
Qualcomm Inc3.29K$563K0.1%Held
Progressive Corp2.47K$563K0.1%Held
Coherent Corp.COHR3.05K$563K0.1%Held
Ishares Tr5.83K$560.9K0.1%Held
Tencent Music Entmt Group31.9K$558.4K0.1%Held
Spdr S&P 500 Etf Tr818$557.8K0.1%Held
Vanguard Bd Index Fds7.52K$557.2K0.1%Held
Elevance Health Inc Formerly1.54K$539.3K0.1%Held
Aon plcAON1.52K$535.2K0.1%Held
Argenx SEARGX635$534K0.1%Held
Invesco Qqq Tr864$530.8K0.1%Held
Gsk Plc10.8K$528.7K0.1%Held
Northrop Grumman Corp906$516.4K0.1%Held
Sibanye Stillwater Ltd36.2K$516.1K0.1%Held
Eaton Corp PlcETN1.62K$515.4K0.1%Held
Ferguson Enterprises Inc2.29K$510.8K0.1%Held
Vanguard Specialized Funds2.32K$509.1K0.1%Held
Analog Devices IncADI1.86K$505.7K0.1%Held
Equinix IncEQIX639$489.7K0.1%Held
Danaher Corporation2.13K$488.4K0.1%Held
Bank Montreal Que3.71K$481.1K0.1%Held
American Intl Group Inc5.62K$480.7K0.1%Held
Palo Alto Networks IncPANW2.6K$478.7K0.1%Held
Lockheed Martin CorpLMT988$478K0.1%Held
Xpeng Inc23.3K$473.5K0.1%Held
Jd.Com Inc16.5K$472.9K0.1%Held
Uber Technologies, IncUBER5.77K$471.6K0.1%Held
Newmont Corp4.7K$469.6K0.1%Held
Idexx Labs Inc692$467.9K0.1%Held
Applied Matls Inc1.8K$462.3K0.1%Held
Blackstone Inc.BX3K$462.2K0.1%Held
Booking Holdings Inc.BKNG86$461.1K0.1%Held
Fomento Economico Mexicano S4.56K$461.1K0.1%Held
Bp Plc13.3K$460.7K0.1%Held
Illinois Tool Wks Inc1.86K$458.9K0.1%Held
Gold Fields Ltd10.4K$452.3K0.1%Held
Enbridge Inc9.4K$449.4K0.1%Held
Hewlett Packard Enterprise C18.7K$449.2K0.1%Held
Cvs Health CorpCVS5.62K$445.7K0.1%Held
L3harris Technologies Inc1.51K$442.3K0.1%Held
Datadog, Inc.DDOG3.23K$438.9K0.1%Held
Gildan Activewear Inc.GIL7.01K$438K0.1%Held
Logitech Intl S A4.37K$438K0.1%Held
Barrick Mng Corp9.88K$430.1K0.1%Held
Aurinia Pharmaceuticals Inc.AUPH26.9K$429.3K0.1%Held
Wisdomtree Tr9.18K$428.6K0.1%Held
Valero Energy Corp2.61K$425.2K0.1%Held
Sanofi Sa8.7K$421.6K0.1%Held
Fedex CorpFDX1.45K$419.5K0.1%Held
Onto Innovation Inc.ONTO2.65K$417.7K0.1%Held
Cabot CorpCBT6.26K$415K0.1%Held
Altria Group, Inc.MO7.19K$414.8K0.1%Held
Disney Walt Co3.63K$413.4K0.1%Held
Resmed Inc1.71K$412.3K0.1%Held
Union Pac Corp1.78K$410.9K0.1%Held
Ventas, Inc.VTR5.29K$409.6K0.1%Held
Vanguard World Fd543$409.5K0.1%Held
United Airls Hldgs Inc3.66K$408.9K0.1%Held
General Dynamics CorpGD1.21K$408.3K0.1%Held
Compania De Minas Buenaventu14.6K$407.7K0.1%Held
Boston Scientific CorpBSX4.25K$405.4K0.1%Held
Bank New York Mellon Corp3.46K$401.6K0.1%Held
Boeing Co1.85K$401.3K0.1%Held
Sherwin Williams CoSHW1.24K$400.1K0.1%Held
F5, Inc.FFIV1.57K$399.8K0.1%Held
American Elec Pwr Co Inc3.46K$399.2K0.1%Held
Hf Sinclair CorpDINO8.6K$396.1K0.1%Held
Spotify Technology S.A.SPOT681$395.6K0.1%Held
Take-Two Interactive Softwar1.54K$394.3K0.1%Held
Abbott LabsABT3.14K$393.1K0.1%Held
Nextera Energy Inc4.88K$391.6K0.1%Held
Dominion Energy, IncD6.64K$389.3K0.1%Held
Us Bancorp Del7.23K$385.7K0.1%Held
Exact Sciences Corp3.8K$385.5K0.1%Held
Verisk Analytics, Inc.VRSK1.7K$379.2K0.1%Held
Hologic Inc5.02K$374.2K0.1%Held
LG Display Co., Ltd.LPL88.8K$373.7K0.1%Held
Occidental Pete Corp9.07K$373.2K0.1%Held
Pfizer IncPFE14.9K$371.7K0.1%Held
Dole PlcDOLE24.7K$370.5K0.1%Held
Omnicom Group Inc.OMC4.59K$370.3K0.1%Held
Thomson Reuters Corp2.79K$367.8K0.1%Held
Toyota Motor Corp1.72K$367.3K0.1%Held
Workday, Inc.WDAY1.7K$365.4K0.1%Held
Select Sector Spdr Tr2.52K$363.1K0.1%Held
Elanco Animal Health IncELAN15.9K$359.5K0.1%Held
Tyler Technologies IncTYL790$358.5K0.1%Held
Autodesk, Inc.ADSK1.21K$357.5K0.1%Held
Synopsys IncSNPS753$353.5K0.1%Held
Eog Res Inc3.35K$352.2K0.1%Held
Ishares Tr2.37K$352.1K0.1%Held
Alcon IncALC4.46K$351.5K0.1%Held
Wheaton Precious Metals Corp.WPM2.99K$351.3K0.1%Held
Pepsico IncPEP2.44K$350K0.1%Held
MongoDB, Inc.MDB833$349.4K0.1%Held
State Str Corp2.71K$349.1K0.1%Held
Ing Groep N.V.12.4K$347.1K0.1%Held
Ttm Technologies IncTTMI5.02K$346.6K0.1%Held
Oreilly Automotive Inc3.8K$346.6K0.1%Held
Schwab Strategic Tr14.3K$344.3K0.1%Held
Kt CorpKT18.1K$343.7K0.1%Held
Tecnoglass Inc6.8K$342K0.1%Held
Edison Intl5.67K$340.2K0.1%Held
Dte Energy Co2.63K$339.7K0.1%Held
Emerson Elec Co2.55K$338.1K0.1%Held
Aercap Holdings Nv2.33K$335.1K0.1%Held
Jack In The Box IncJACK17.5K$332.5K0.1%Held
MSCI Inc.MSCI573$328.8K0.1%Held
Sandisk CorpSNDK1.37K$324.3K0.1%Held
First Ctzns Bancshares Inc D151$324.1K0.1%Held
Vornado Rlty Tr9.7K$322.7K0.1%Held
Great Lakes Dredge & Dock Co24.5K$321.8K0.1%Held
Netease Inc2.32K$318.7K0.1%Held
Dollar Gen Corp New2.39K$317.7K0.1%Held
Ross Stores, Inc.ROST1.76K$316.6K0.1%Held
JOYY Inc.JOYY4.88K$316.3K0.1%Held
Morgan Stanley Etf Trust6.28K$316.2K0.1%Held
Hershey CoHSY1.73K$315.2K0.1%Held
Digital Rlty Tr Inc2.03K$313.7K0.1%Held
Kinross Gold Corp11.1K$313.5K0.1%Held
Delta Air Lines Inc DelDAL4.5K$312.7K0.1%Held
Nrg Energy, Inc.NRG1.95K$309.8K0.1%Held
Evercore Inc.EVR910$309.6K0.1%Held
Applovin CorpAPP459$309.2K0.1%Held
Ingersoll Rand Inc.IR3.89K$308.5K0.1%Held
Fortis Inc5.91K$306.8K0.1%Held
Packaging Corp Amer1.49K$306.8K0.1%Held
Nvent Electric PlcNVT3K$306.3K0.1%Held
Ssr Mining In14K$306K0.1%Held
Companhia Paranaense De Ener32.1K$305.4K0.1%Held
Ishares Tr642$303.8K0.1%Held
Lpl Finl Hldgs Inc850$303.4K0.1%Held
Intel CorpINTC8.08K$298.2K0.1%Held
Vulcan Matls Co1.04K$297K0.1%Held
Ebay IncEBAY3.4K$296.6K0.1%Held
Upstart Hldgs Inc6.65K$290.9K0.1%Held
Medpace Hldgs Inc517$290.6K0.1%Held
Api Group CorpAPG7.59K$290.3K0.1%Held
Ishares Tr2.29K$289.6K0.1%Held
Welltower Inc.WELL1.56K$289.4K0.1%Held
Zscaler, Inc.ZS1.29K$289.3K0.1%Held
United Microelectronics CorpUMC36.7K$288.1K0.1%Held
Banco Bradesco S A85.8K$285.7K0.1%Held
Ferrari N.V.RACE772$285.4K0.1%Held
Cemex Sab De Cv24.8K$285K0.1%Held
D R Horton Inc1.98K$284.6K0.1%Held
OPENLANE, Inc.OPLN9.45K$281.3K0.1%Held
Umb Finl Corp2.43K$279.7K0.1%Held
Connectone Bancorp Inc10.6K$278.1K0.1%Held
Check Point Software Tech Lt1.49K$277.2K0.1%Held
InterDigital, Inc.IDCC868$276.4K0.1%Held
Xylem Inc.XYL2.02K$274.9K0.1%Held
Dimensional Etf Trust6.92K$274.2K0.1%Held
Ecolab Inc.ECL1.04K$273.8K0.1%Held
Broadridge Finl Solutions In1.21K$269.9K0.1%Held
Spdr Series Trust2.52K$268.6K0.1%Held
Costar Group, Inc.CSGP3.99K$268.3K0.1%Held
Church & Dwight Co Inc3.18K$266.9K0.1%Held
Canadian Pacific Kansas City3.62K$266.6K0.1%Held
Tc Energy Corp4.84K$266.4K0.1%Held
Entergy Corp New2.87K$265.2K0.1%Held
Rockwell Automation, IncROK680$264.8K0.1%Held
Roper Technologies IncROP592$263.6K0.1%Held
News Corp New10K$262.2K0.1%Held
Banco Santander Chile New8.41K$261.6K0.1%Held
FabrinetFN571$260.1K0.1%Held
Eastern Bankshares, Inc.EBC14.1K$260K0.1%Held
Ford Mtr Co19.7K$259K0.1%Held
Bristol-Myers Squibb Co4.79K$258.6K0.1%Held
Paccar IncPCAR2.36K$258.1K0.1%Held
Kroger CoKR4.12K$257.5K0.1%Held
Draftkings Inc New7.44K$256.3K0.1%Held
Wix.com Ltd.WIX2.44K$253.9K0.1%Held
Affiliated Managers Group In877$252.8K0.1%Held
3M COMMM1.58K$252.8K0.1%Held
Canadian Imperial Bank Of Co2.79K$252.7K0.1%Held
Norwegian Cruise Line Hldg L11.3K$252.7K0.1%Held
National Resh CorpNRC13.4K$252.1K0.1%Held
Keycorp12.2K$251.4K0.1%Held
Vale S.A.VALE19.3K$251.1K0.1%Held
Monster Beverage Corp New3.27K$251K0.1%Held
Genpact Limited5.35K$250.4K0.1%Held
Curtiss Wright CorpCW452$249.1K0.1%Held
Colgate Palmolive CoCL3.11K$245.9K0.1%Held
Okta, Inc.OKTA2.84K$245.5K0.1%Held
Stantec IncSTN2.56K$241.2K0.1%Held
Rogers CorpROG2.63K$241.1K0.1%Held
Alnylam Pharmaceuticals, Inc.ALNY605$240.4K0.1%Held
Avalonbay Cmntys Inc1.31K$237.6K0.1%Held
Petroleo Brasileiro Sa Petro20K$237.3K0.1%Held
Wynn Resorts LtdWYNN1.97K$237.2K0.1%Held
Live Nation Entertainment In1.66K$237.1K0.1%Held
Stifel Finl Corp1.89K$236.9K0.1%Held
Martin Marietta Matls Inc380$236.4K0.1%Held
Ge Healthcare Technologies I2.85K$233.8K0.1%Held
Lumentum Hldgs Inc634$233.7K0.1%Held
Yum Brands IncYUM1.54K$233.1K0.1%Held
Allstate Corp1.12K$233.1K0.1%Held
Corteva, Inc.CTVA3.45K$231.2K0.0%Held
Himalaya Shipping Ltd.HSHP25.3K$230.4K0.0%Held
Goldman Sachs Etf Tr1.71K$226.9K0.0%Held
Prudential Finl Inc1.99K$224.5K0.0%Held
Seagate Technology Hldngs Pl813$223.9K0.0%Held
Chipotle Mexican Grill IncCMG6.04K$223.5K0.0%Held
Halozyme Therapeutics, Inc.HALO3.31K$222.9K0.0%Held
Deckers Outdoor CorpDECK2.14K$221.9K0.0%Held
Atlantic Un Bankshares Corp6.28K$221.8K0.0%Held
Electronic Arts Inc.EA1.08K$220.5K0.0%Held
Heico Corp New681$220.4K0.0%Held
Fifth Third Bancorp4.7K$220.2K0.0%Held
BXP, Inc.BXP3.25K$219.2K0.0%Held
Oneok Inc /New/OKE2.98K$218.7K0.0%Held
EXPAND ENERGY CorpEXE1.96K$216.5K0.0%Held
Nio Inc42.2K$215.2K0.0%Held
Centene Corp Del5.22K$215K0.0%Held
Genuine Parts CoGPC1.75K$214.8K0.0%Held
Vanguard Scottsdale Fds2.56K$214.5K0.0%Held
Varonis Sys Inc6.53K$214.3K0.0%Held
Eversource EnergyES3.17K$213.4K0.0%Held
Pg&E Corp13.2K$212.8K0.0%Held
RxSight, Inc.RXST20.4K$212.6K0.0%Held
Gartner IncIT838$211.3K0.0%Held
Williams Sonoma IncWSM1.18K$209.8K0.0%Held
XP Inc.XP12.8K$209.4K0.0%Held
MediWound Ltd.MDWD11.3K$208.2K0.0%Held
Allegion plcALLE1.31K$208.1K0.0%Held
Ishares Tr961$206.3K0.0%Held
GoDaddy Inc.GDDY1.65K$204.9K0.0%Held
Old Dominion Freight Line In1.3K$203.6K0.0%Held
EMCOR Group, Inc.EME332$203.2K0.0%Held
Amphenol Corp New1.5K$202.3K0.0%Held
Hubspot IncHUBS503$201.9K0.0%Held
Lennar Corp1.96K$201.1K0.0%Held
Flowers Foods IncFLO18.2K$198.3K0.0%Held
Grifols S A19.6K$183.4K0.0%Held
Host Hotels & Resorts, Inc.HST10.3K$181.8K0.0%Held
Safe Bulkers Inc35.3K$170.2K0.0%Held
Vodafone Group Plc New12.6K$166.2K0.0%Held
USA Rare Earth, Inc.USAR13.8K$163.7K0.0%Held
Nuveen Quality Muncp Income13.4K$161.5K0.0%Held
Blackrock Munivest Fd Ii Inc14.7K$158.5K0.0%Held
Star Hldgs17.8K$146.5K0.0%Held
Nuveen Municipal Credit Inc11.2K$141.1K0.0%Held
Invesco Quality Mun Income T14K$139.1K0.0%Held
Wendys Co16.6K$138.2K0.0%Held
Quantum Computing Inc.QUBT12.4K$126.9K0.0%Held
Valley Natl Bancorp10.7K$125.4K0.0%Held
Navitas Semiconductor CorpNVTS17.2K$123K0.0%Held
Plug Power IncPLUG61.9K$122K0.0%Held
MARA Holdings, Inc.MARA13.2K$118.7K0.0%Held
Haleon Plc10.8K$108.7K0.0%Held
Cia Energetica De Minas Gera50.3K$100.7K0.0%Held
Turkcell Iletisim Hizmetleri17.1K$93.8K0.0%Held
RLX Technology Inc.RLX32.8K$76.3K0.0%Held
908 Devices Inc.MASS11.8K$62.1K0.0%Held

Positions as of Q4 2025. 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.