13F

Investor

PERSONAL CFO SOLUTIONS, LLC

CIK 0001677501 · filed 2026-04-30 · SEC filing

13F book

$711.9M

Positions

520

69 new · 53 sold

Largest name

8.8%

Chubb Limited

Est. mark

−$9.61M

Price effect on 451 names still held. Flow $91.7M.
NameTickerSharesValueWeightEst. markChange
Chubb Limited192.2K$62.8M8.8%$2.84MCut$2.58M
Apple Inc.AAPL137.6K$34.9M4.9%−$2.49MCut−$3.34M
Innovator Etfs Trust593.5K$27.4M3.8%New
Innovator Etfs Trust550.3K$18.4M2.6%New
Alphabet Inc57.2K$16.4M2.3%−$1.45MCut−$1.85M
Innovator Etfs Trust540.7K$16.1M2.3%New
Nvidia CorpNVDA88.9K$15.5M2.2%−$1.07MAdded−$1.03M
Ishares Tr128.3K$14.2M2.0%New
Microsoft CorpMSFT34.6K$12.8M1.8%−$3.93MCut−$4.43M
Innovator Etfs Trust234.5K$12.5M1.8%New
Amazon Com IncAMZN58.8K$12.2M1.7%−$1.33MCut−$2.73M
Thornburg Etf Tr444.6K$11.3M1.6%−$30.9KCut−$118.5K
Itt Inc.ITT59.4K$11.3M1.6%$1.03MCut$1.03M
Alphabet Inc37.5K$10.8M1.5%−$1.01MCut−$1.39M
Innovator Etfs Trust301.6K$8.47M1.2%New
Innovator Etfs Trust269.8K$8.44M1.2%New
Innovator Etfs Trust157.2K$8.39M1.2%New
Ishares Tr157.3K$7.27M1.0%$94KAdded$1.79M
Ishares Tr54.8K$6.1M0.9%−$130.7KAdded$262K
Spdr S&P 500 Etf Tr9.16K$5.98M0.8%−$272.6KCut−$445.1K
Taiwan Semiconductor Mfg Ltd17.1K$5.8M0.8%$569.1KAdded$857.8K
Broadcom Inc.AVGO17.6K$5.46M0.8%−$626.1KAdded−$466.7K
Spdr Gold Tr12.6K$5.41M0.8%$427.2KCut$92.7K
Schwab Strategic Tr170.7K$5.24M0.7%$554.6KCut$411K
Berkshire Hathaway Inc Del10.6K$5.07M0.7%−$248.1KCut−$470.7K
Chevron Corp NewCVX24.3K$5.02M0.7%$1.32MCut$1.18M
Exxon Mobil Corp27.2K$4.61M0.6%$1.34MCut$863.5K
Tesla, Inc.TSLA12.2K$4.54M0.6%−$771.1KAdded$93.5K
Meta Platforms, Inc.META7.39K$4.23M0.6%−$586.4KAdded−$171K
Eli Lilly & CoLLY4.48K$4.12M0.6%−$693.5KCut−$860.1K
Linde PlcLIN8.31K$4.12M0.6%$212.9KAdded$2.81M
Visa Inc.V12.3K$3.73M0.5%−$597.9KCut−$758.8K
Boeing Co18.2K$3.62M0.5%−$329.4KCut−$441.2K
Mastercard IncMA6.83K$3.41M0.5%−$486.4KCut−$638.9K
Verizon Communications IncVZ67K$3.36M0.5%$634.7KCut$601.8K
Ishares Tr42.2K$3.36M0.5%−$45.1KCut−$517.8K
Johnson & JohnsonJNJ13.4K$3.27M0.5%$501.3KCut$463.2K
American Express CoAXP10.6K$3.21M0.5%−$597.1KAdded−$61.1K
RTX CorpRTX15.8K$3.05M0.4%$150.5KCut$104.5K
Jpmorgan Chase & Co.9.85K$2.9M0.4%−$276.3KCut−$422.3K
Merck & Co., Inc.MRK23.9K$2.9M0.4%$379.8KCut$323.5K
Netflix IncNFLX27.4K$2.64M0.4%$56.1KAdded$439K
Oracle Corp17.5K$2.57M0.4%−$773.6KAdded−$580.8K
Philip Morris Intl Inc15.2K$2.53M0.4%$94.1KAdded$174.5K
Innovator Etfs Trust74.2K$2.52M0.4%New
At&T Inc85.8K$2.49M0.3%$355.9KCut$299.1K
Altria Group, Inc.MO36.1K$2.42M0.3%$339KCut−$306.1K
Select Sector Spdr Tr38.7K$2.37M0.3%$640.1KCut$449.6K
Mckesson CorpMCK2.69K$2.33M0.3%$115.9KAdded$257.1K
Cbre Group, Inc.CBRE16.8K$2.28M0.3%−$426.1KCut−$481.7K
Asml Holding N V1.71K$2.26M0.3%$429.5KCut−$58.4K
ServiceNow, Inc.NOW21.6K$2.26M0.3%−$619.4KAdded$305.3K
Seagate Technology Hldngs Pl5.43K$2.13M0.3%$635.8KCut$552.1K
Shopify Inc.SHOP17.7K$2.11M0.3%−$672KAdded−$449K
General Dynamics CorpGD6.11K$2.1M0.3%$39.9KCut−$59.4K
Ge Aerospace7.33K$2.08M0.3%−$172.9KAdded−$156.2K
Astrazeneca Plc OrdAZN10.5K$2.07M0.3%New
Aon plcAON6.33K$2.04M0.3%−$148.5KAdded$301.5K
Accenture Plc Ireland10.2K$2.03M0.3%−$330.2KAdded$765.7K
Goldman Sachs Group Inc2.4K$2.03M0.3%−$78.4KCut−$364.9K
Ishares Tr17.7K$2M0.3%New
Walmart Inc.WMT15.9K$1.97M0.3%$207.9KCut−$138.2K
Coca Cola CoKO25.5K$1.95M0.3%$168KAdded$192.7K
Pfizer IncPFE68.2K$1.92M0.3%$217KCut$211.2K
Novartis Ag11.8K$1.81M0.3%$46.3KAdded$1.38M
Bank America Corp37K$1.81M0.3%−$231KAdded−$227.7K
International Business Machs7.37K$1.79M0.3%−$280.4KAdded$244.2K
Palantir Technologies Inc.PLTR11.9K$1.73M0.2%−$373KCut−$486.4K
Sea LtdSE19.8K$1.64M0.2%−$687.6KAdded−$316.7K
First Tr Exchange Traded Fd15K$1.64M0.2%−$310.3KCut−$362K
Citigroup Inc14K$1.58M0.2%−$40.6KAdded$140.9K
Berkley W R Corp23.8K$1.58M0.2%−$90KAdded−$65.9K
Medtronic PlcMDT17.7K$1.55M0.2%−$95.9KAdded$484.5K
Lam Research CorpLRCX7.21K$1.54M0.2%$265.1KAdded$482K
Energy Transfer L P79.9K$1.54M0.2%$224.5KAdded$224.8K
Costco Whsl Corp New1.55K$1.54M0.2%$198.7KAdded$262.5K
Cisco Sys Inc19.7K$1.53M0.2%$10.6KAdded$76.3K
Unitedhealth Group IncUNH5.58K$1.51M0.2%−$276.6KAdded−$24.7K
Yum Brands IncYUM9.56K$1.49M0.2%$40.1KAdded$44K
Marathon Pete Corp6.05K$1.48M0.2%$488.8KAdded$501.5K
Ishares Tr7.67K$1.47M0.2%New
Valero Energy Corp5.82K$1.44M0.2%$490.8KCut$399.7K
Spdr Series Trust14.9K$1.43M0.2%−$22.3KCut−$249.8K
Comcast Corp New48.9K$1.4M0.2%−$55.7KAdded−$7.82K
Costar Group, Inc.CSGP34.6K$1.4M0.2%−$295.1KAdded$657.5K
CARRIER GLOBAL CorpCARR24.7K$1.39M0.2%$85KAdded$95.2K
Tjx Cos Inc New8.66K$1.38M0.2%$49.4KAdded$137.2K
ConocophillipsCOP10.4K$1.37M0.2%$399.4KCut$322.6K
Intuit Inc.INTU3.1K$1.34M0.2%−$617.3KAdded−$434.8K
Southern Co13.8K$1.34M0.2%$126.9KAdded$148K
Uber Technologies, IncUBER18.5K$1.33M0.2%−$174.1KAdded−$121.5K
Corteva, Inc.CTVA15.7K$1.31M0.2%$245.3KAdded$329.1K
Western Digital CorpWDC4.86K$1.31M0.2%$321.8KAdded$749.5K
Regeneron Pharmaceuticals, Inc.REGN1.7K$1.31M0.2%$1.39KCut−$119.8K
Applied Matls Inc3.8K$1.3M0.2%$322.5KCut$215.4K
Dominion Energy, IncD21K$1.3M0.2%$67.9KCut−$105.2K
Corning Inc9.53K$1.3M0.2%$461.5KCut$341.4K
GE Vernova Inc.GEV1.47K$1.28M0.2%$322.8KCut$171.9K
AbbVie Inc.ABBV5.85K$1.27M0.2%−$64.5KCut−$194.3K
Ishares Tr5.94K$1.27M0.2%$19.7KCut−$270.6K
Wells Fargo Co New15.8K$1.26M0.2%−$215.3KCut−$234.1K
Procter And Gamble CoPG8.67K$1.25M0.2%$9.86KCut−$151.5K
Qualcomm Inc9.61K$1.24M0.2%−$394.9KAdded−$360.6K
Canadian Pacific Kansas City15.7K$1.24M0.2%$76.7KAdded$149.3K
Ishares Tr5.8K$1.22M0.2%New
Home Depot, Inc.HD3.64K$1.2M0.2%−$49.9KAdded$70.5K
Bristol-Myers Squibb Co19.7K$1.19M0.2%$131.8KCut−$156.5K
Cardinal Health IncCAH5.62K$1.19M0.2%$11.9KAdded$768.6K
Capital One Finl Corp6.48K$1.18M0.2%−$388.5KCut−$600.9K
Zoetis Inc.ZTS9.95K$1.18M0.2%−$75.6KCut−$103.1K
Thermo Fisher Scientific Inc.TMO2.33K$1.15M0.2%−$186.6KAdded−$90.7K
Morgan Stanley6.94K$1.14M0.2%−$79.7KAdded$50.4K
Schwab Charles Corp12K$1.13M0.2%−$71.1KCut−$71.4K
Vanguard Growth Etf2.58K$1.13M0.2%−$131.5KCut−$191.1K
Starbucks CorpSBUX12.3K$1.1M0.2%$66.3KCut$18.8K
Intuitive Surgical IncISRG2.36K$1.09M0.2%−$244.6KAdded−$225.7K
British Amern Tob Plc18.3K$1.09M0.2%$21.4KAdded$637.5K
Rb Global Inc.RBA11.2K$1.07M0.2%−$77.9KAdded−$68.7K
Allstate Corp5.11K$1.07M0.1%$317Added$811.1K
Nextera Energy Inc11.5K$1.06M0.1%$144.4KCut$105.9K
Synopsys IncSNPS2.68K$1.06M0.1%−$193.8KAdded−$179.5K
Cf Inds Hldgs Inc8.18K$1.06M0.1%$424.6KAdded$436.1K
Disney Walt Co10.8K$1.04M0.1%−$172.5KAdded−$86.9K
Spotify Technology S.A.SPOT2.14K$1.04M0.1%−$190.9KAdded−$118.6K
Lowes Cos Inc4.3K$1.02M0.1%−$21KCut−$76.2K
Amgen IncAMGN2.83K$996.9K0.1%$69.3KAdded$73.2K
Norfolk Southn Corp3.47K$995.5K0.1%−$6.2KCut−$115.1K
Us Bancorp Del18.8K$989.2K0.1%−$13.4KAdded$126.6K
Welltower Inc.WELL4.99K$986.9K0.1%$47.1KAdded$265.7K
Arch Cap Group Ltd10.2K$982.7K0.1%$707Added$14.6K
Applovin CorpAPP2.46K$979.3K0.1%−$552.1KAdded−$369.5K
Air Prods & Chems Inc3.31K$962.6K0.1%$139.5KAdded$169.8K
Idexx Labs Inc1.71K$962K0.1%−$188KAdded−$147.6K
T-Mobile Us Inc4.57K$959.7K0.1%$12.4KAdded$597.2K
Teva Pharmaceutical Inds Ltd31.5K$948.3K0.1%−$9.86KAdded$666.1K
MSCI Inc.MSCI1.74K$939.8K0.1%−$61KCut−$221.1K
Select Sector Spdr Tr6.33K$927.5K0.1%−$51.3KAdded−$42.2K
NetApp, Inc.NTAP8.97K$918K0.1%−$10.6KAdded$676.9K
Mitsubishi Ufj Finl Group In53.6K$909.9K0.1%$57.4KAdded$89.2K
Mcdonalds CorpMCD2.92K$907.1K0.1%$15KCut$8.86K
Comfort Sys Usa Inc653$900.6K0.1%$182.8KAdded$517.9K
Ameriprise Finl Inc2.02K$898.9K0.1%−$91.8KAdded−$77.1K
Warner Bros. Discovery, Inc.WBD32.6K$894.7K0.1%−$44.3KCut−$93.8K
Cigna GroupCI3.3K$879.5K0.1%−$10.2KAdded$548.4K
Parker-Hannifin CorpPH980$877.6K0.1%$16KCut−$81.6K
Select Sector Spdr Tr6.5K$863.9K0.1%−$64.5KAdded$25.4K
Amphenol Corp New6.81K$862.1K0.1%−$58.2KCut−$157.9K
Advanced Micro Devices IncAMD4.23K$860K0.1%−$45.4KCut−$48.4K
Gsk Plc15.4K$856.2K0.1%$64.6KAdded$365.1K
Kraft Heinz CoKHC37.9K$852.3K0.1%−$23.3KAdded$531.3K
Best Buy Co IncBBY13.1K$851.1K0.1%−$6.61KAdded$601.1K
Icici Bank Limited32.6K$845.2K0.1%−$120KAdded−$71.8K
Expedia Group, Inc.EXPE3.59K$828.9K0.1%−$188.3KCut−$360.8K
Intel CorpINTC18.6K$821.4K0.1%$129.4KAdded$161.1K
Ishares Tr3.31K$820.9K0.1%$6.11KCut−$13.7M
Eaton Corp PlcETN2.28K$814.5K0.1%$87.5KAdded$103.6K
Danaher Corporation4.27K$811.6K0.1%−$160.6KAdded−$132.7K
Sap Se4.72K$808.1K0.1%−$338.3KCut−$807.9K
Select Sector Spdr Tr9.85K$807.3K0.1%New
BlackRock, Inc.BLK825$793.2K0.1%−$90.3KCut−$223.1K
Select Sector Spdr Tr17.3K$791.9K0.1%$55.2KCut$52.1K
Vanguard Intl Equity Index F10.5K$789.5K0.1%$16.1KAdded$18.7K
Select Sector Spdr Tr15.8K$788.2K0.1%$68.4KAdded$117.2K
Cvs Health CorpCVS11K$787.1K0.1%−$81KAdded−$64.8K
Select Sector Spdr Tr4.86K$785.9K0.1%$30.6KAdded$69.4K
Ferguson Enterprises Inc3.28K$767.4K0.1%$37.6KAdded$43.2K
Select Sector Spdr Tr18.7K$765.3K0.1%$8.29KAdded$67.5K
Curtiss Wright CorpCW1.12K$763.4K0.1%$134.9KAdded$191.5K
Deere & CoDE1.34K$759.6K0.1%$133.3KCut$114.2K
UBS Group AGUBS19.2K$751K0.1%−$137.9KAdded−$131.1K
Canadian Nat Res Ltd15.2K$747.5K0.1%$229.2KAdded$241.5K
Northrop Grumman Corp1.09K$743.3K0.1%$118.4KAdded$140.9K
Select Sector Spdr Tr6.65K$737.3K0.1%−$39.6KAdded$58.6K
Texas Instrs Inc3.77K$732.6K0.1%$75KAdded$103.7K
Salesforce, Inc.CRM3.9K$728.2K0.1%−$304.8KAdded−$303.9K
Caterpillar IncCAT1.02K$725.9K0.1%$115.5KAdded$235.2K
Constellation Energy CorpCEG2.59K$722.5K0.1%−$191.5KCut−$247.6K
HCA Healthcare, Inc.HCA1.52K$719.1K0.1%$9.35KCut−$286.2K
Incyte CorpINCY7.63K$717.8K0.1%−$35.5KCut−$36.4K
Invesco Exchange Traded Fd T3.73K$716.5K0.1%$1.4KAdded$19.8K
Kla CorpKLAC486$715K0.1%$109.4KAdded$199.1K
Enterprise Prods Partners L18.8K$712.7K0.1%$108.7KAdded$109.6K
Union Pac Corp2.92K$708.2K0.1%$32KAdded$51.9K
Analog Devices IncADI2.23K$707.8K0.1%$104.5KCut$69.8K
Micron Technology IncMU2.09K$705.6K0.1%$109.7KCut$31.5K
Crowdstrike Hldgs Inc1.81K$705.5K0.1%−$141.8KHeld
Honeywell Intl Inc3.08K$697K0.1%$95.4KCut−$40.4K
D R Horton Inc5.08K$696.9K0.1%−$10.9KAdded$466.3K
Vertex Pharmaceuticals Inc1.55K$694.4K0.1%−$9.17KAdded$85.1K
Ishares Tr7.06K$685.9K0.1%$7.77KCut−$143.3K
Duke Energy Corp New5.22K$683.9K0.1%$70.6KAdded$81.8K
Phillips 66PSX3.75K$682.6K0.1%New
Novo-Nordisk A S17.9K$679.2K0.1%−$231.1KCut−$433.5K
Nu Hldgs Ltd47K$676K0.1%−$111.5KAdded−$111.4K
Charter Communications Inc N3.12K$674.4K0.1%New
L3harris Technologies Inc1.95K$674K0.1%$100.7KCut$36.7K
Public Svc Enterprise Grp In8.31K$673.1K0.1%$5.42KCut−$112.8K
Banco Bilbao Vizcaya Argenta30.9K$669.5K0.1%−$50.8KAdded−$47.9K
Moodys Corp1.52K$663.8K0.1%−$113.9KCut−$153.8K
Barclays Plc31.3K$662.9K0.1%−$125.1KAdded−$79.1K
Atmos Energy CorpATO3.57K$659K0.1%$48.4KAdded$185K
Gilead Sciences, Inc.GILD4.72K$657.5K0.1%$76KAdded$96.3K
Prologis Inc.4.96K$655.7K0.1%$19.6KAdded$98.4K
Sony Group Corp31.6K$654.1K0.1%−$154.8KCut−$330.8K
EMCOR Group, Inc.EME870$642.6K0.1%$88.7KAdded$213.5K
Encompass Health CorpEHC6.59K$637.8K0.1%−$52.7KAdded$44.4K
Pepsico IncPEP4.08K$633.4K0.1%$47.9KCut$21.5K
J P Morgan Exchange Traded F10.9K$617.4K0.1%−$6.07KCut−$52.4K
Ishares Gold Tr7K$616.9K0.1%New
Progressive Corp3.1K$615.6K0.1%−$91.4KCut−$113K
NIKE, Inc.NKE11.5K$612K0.1%−$119.8KCut−$656.9K
Host Hotels & Resorts, Inc.HST31.4K$608.4K0.1%$51.2KCut$13K
The Campbells Company27.3K$607.5K0.1%−$46.4KAdded$376.4K
Standex Intl Corp2.38K$605.9K0.1%$87.4KAdded$101.2K
Hp IncHPQ31.1K$605.9K0.1%−$56.6KAdded$150.7K
Quest Diagnostics IncDGX3.09K$605.1K0.1%$68.8KAdded$73.5K
Ecolab Inc.ECL2.27K$604.8K0.1%$9.37KAdded$28.6K
Lloyds Banking Group Plc119.2K$599.4K0.1%−$5.3KAdded$495.4K
Embraer S.A.EMBJ10K$595.9K0.1%−$48.5KAdded−$24.5K
Liberty Energy Inc.LBRT20.7K$595.6K0.1%$203.3KAdded$232.7K
Alexandria Real Estate Eq In12.6K$595.6K0.1%New
Akamai Technologies IncAKAM5.09K$584.8K0.1%$140.5KCut$100.2K
Waste Connections, Inc.WCN3.57K$580.6K0.1%−$46.2KCut−$271.7K
Newmont Corp5.33K$576.6K0.1%$44.7KCut−$61.8K
American Elec Pwr Co Inc4.33K$567.1K0.1%$56.1KAdded$157.6K
Xcel Energy Inc7.08K$566.8K0.1%$40.4KAdded$83.8K
Motorola Solutions, Inc.MSI1.3K$566.1K0.1%$37.7KAdded$288.3K
Skyworks Solutions, Inc.SWKS10.5K$564.9K0.1%New
Adobe Inc.ADBE2.32K$563.7K0.1%−$247.9KCut−$866K
Bank New York Mellon Corp4.67K$553.8K0.1%$11.3KAdded$31.9K
Tapestry, Inc.TPR3.92K$553.3K0.1%$32.9KAdded$238.9K
Shell Plc5.93K$551.5K0.1%$102KAdded$167.7K
Freeport-Mcmoran IncFCX9.31K$547.5K0.1%$61.6KAdded$156.2K
Abbott LabsABT5.33K$546.7K0.1%−$120.5KCut−$937.5K
Pnc Finl Svcs Group Inc2.63K$546.7K0.1%−$1.63KAdded$5.03K
Gallagher Arthur J & Co2.51K$543.7K0.1%−$94.4KAdded−$35.7K
General Mls IncGIS14.5K$539.7K0.1%−$114.5KAdded−$34.4K
Ensign Group, IncENSG2.67K$538.9K0.1%$73.2KCut$58.9K
Airbnb, Inc.ABNB4.27K$538.7K0.1%−$40.3KCut−$44.1K
Aptiv PlcAPTV7.74K$537.3K0.1%New
Centene Corp Del16.3K$533.5K0.1%−$45.7KAdded$309.9K
Ishares Tr7.17K$532.8K0.1%New
Cme Group Inc.CME1.8K$532.3K0.1%$37.7KAdded$69.3K
Travelers Companies, Inc.TRV1.82K$531.6K0.1%$3.08KAdded$12.4K
Aercap Holdings Nv3.81K$522.5K0.1%−$13.2KAdded$235.4K
Monster Beverage Corp New7.19K$520.8K0.1%−$30.3KCut−$60.5K
Gold Fields Ltd11.4K$517.5K0.1%$19.2KAdded$34.7K
Ppl Corp13.4K$515.5K0.1%$43.7KAdded$73.1K
Voya Financial Inc7.5K$512.2K0.1%−$46.3KCut−$48.4K
U S Physical Therapy Inc /NvUSPH6.76K$509.4K0.1%−$17.6KAdded$4.25K
Martin Marietta Matls Inc859$505.8K0.1%−$27.2KAdded$8.18K
Compania De Minas Buenaventu14K$504.8K0.1%$110.4KAdded$130.7K
Xylem Inc.XYL4.21K$503.3K0.1%−$70.3KCut−$75.9K
Eog Res Inc3.46K$499.7K0.1%$136.8KCut−$226.6K
Noble Corp Plc10.2K$499.6K0.1%$212.1KCut$195.9K
Valmont Inds Inc1.24K$497.5K0.1%−$2.45KCut−$60K
Fedex CorpFDX1.38K$493.7K0.1%$79.5KAdded$159.5K
Enbridge Inc9.11K$493.1K0.1%$57.5KCut−$37.9K
NXP Semiconductors N.V.NXPI2.49K$492.5K0.1%−$47.7KCut−$61.5K
Vertiv Holdings CoVRT1.93K$484.6K0.1%$171.3KCut$103.9K
First Ctzns Bancshares Inc D253$477.2K0.1%−$57.8KAdded$2.57K
Hilton Worldwide Hldgs Inc1.56K$475.3K0.1%$23.2KAdded$79.7K
Johnson Ctls Intl Plc3.61K$474.4K0.1%$39.8KAdded$63.7K
Target CorpTGT3.84K$465.1K0.1%$90KCut−$306.6K
Sanofi Sa9.57K$461K0.1%−$2.18KAdded$84.4K
Ishares Inc6.6K$460.6K0.1%New
Waste Mgmt Inc Del1.99K$457.7K0.1%$19.9KCut$8.28K
Teledyne Technologies IncTDY742$449.2K0.1%$70KCut$36.3K
Ishares Tr5.12K$443.5K0.1%−$2.4KCut−$91.3K
Jabil IncJBL1.66K$439.9K0.1%$62.3KCut$27.4K
Cloudflare, Inc.NET2.13K$439.3K0.1%$19.6KCut$18.4K
Ventas, Inc.VTR5.32K$437.8K0.1%$21.8KAdded$95.5K
Hasbro, Inc.HAS4.63K$433.4K0.1%$42.6KAdded$132.8K
Biogen Inc.BIIB2.36K$433K0.1%$17.3KCut$10.1K
3M COMMM2.98K$432.1K0.1%−$44.3KCut−$85.1K
Osi Systems IncOSIS1.61K$428.5K0.1%$15.6KAdded$47K
American Intl Group Inc5.69K$428.4K0.1%−$58.7KCut−$348.6K
Piper Sandler CompaniesPIPR5.59K$427.9K0.1%New
DuPont de Nemours, Inc.DD9.28K$425K0.1%$51.1KAdded$57.8K
Rbc Bearings IncRBC771$418.7K0.1%$73KCut$57.3K
Marsh & Mclennan Cos Inc2.4K$417K0.1%−$29KCut−$75.2K
Mondelez Intl Inc7.16K$416.4K0.1%$28.6KAdded$59.6K
WisdomTree, Inc.WT28.4K$413.7K0.1%$52.4KAdded$144.4K
Pricesmart IncPSMT2.75K$413.5K0.1%$76.4KCut$63.8K
Consolidated Edison IncED3.65K$413.4K0.1%New
Alibaba Group Hldg Ltd3.29K$413.3K0.1%−$62.9KAdded−$23K
Ishares Tr1.16K$412.9K0.1%−$15.9KAdded$65.1K
Victory Portfolios Ii8.78K$412.9K0.1%−$2.95KCut−$59.2K
Trane Technologies PlcTT989$412.1K0.1%$27.2KCut−$263.9K
Lemaitre Vascular IncLMAT3.77K$411.4K0.1%$105.8KCut$97.6K
General Mtrs Co5.51K$410.2K0.1%−$37.6KCut−$107.7K
Matador Res Co6.48K$409.6K0.1%$134.5KCut$119.1K
China Yuchai Intl Ltd10.6K$406.9K0.1%$30.8KAdded$42.1K
Diageo Plc5.46K$406.5K0.1%−$58.5KAdded−$20.8K
Littelfuse Inc1.2K$405.4K0.1%$103.3KCut$79.8K
Booking Holdings Inc.BKNG96$404.2K0.1%−$98.5KAdded−$56.4K
Ishares Tr3.64K$402.2K0.1%$1.64KCut−$14.5K
Clorox Co Del3.86K$400.1K0.1%New
Bp Plc8.51K$400.1K0.1%$104.4KCut−$172.8K
Wesco Intl Inc1.45K$396.3K0.1%$42KCut−$16K
Ares Management Corporation3.62K$394.4K0.1%−$190KCut−$219.5K
United Parcel Service IncUPS3.99K$392.4K0.1%−$3.05KAdded$16.5K
Sumitomo Mitsui Finl Group I19.8K$390.6K0.1%$7.79KAdded$31.9K
Totalenergies SeTTE4.23K$388.7K0.1%$112.2KCut$102.2K
Reinsurance Grp Of America I1.9K$387.4K0.1%$1.21KAdded$46.1K
Blackstone Inc.BX3.36K$386.7K0.1%−$131.7KCut−$279.4K
TechnipFMC PLCFTI5.59K$386.6K0.1%$137.4KCut$40.8K
Hexcel Corp New4.76K$385.2K0.1%$32.8KAdded$40.7K
Ww Grainger Inc352$384.3K0.1%$22.1KAdded$111.6K
Clear Secure, Inc.YOU7.85K$379.9K0.1%$104.6KCut$38K
Harmony Gold Mining Co Ltd24.6K$377.9K0.1%−$108.6KAdded−$99.3K
Howmet Aerospace Inc.HWM1.64K$377.7K0.1%$38.5KAdded$67.5K
Ryanair Holdings Plc6.51K$376.4K0.1%−$90.3KAdded−$76.6K
Travel Plus Leisure Co5.4K$373.4K0.1%−$7.26KCut−$28.6K
Gates Indl Corp Plc16.5K$372.1K0.1%$17.5KAdded$41.9K
JBT MAREL CorpJBTM2.87K$366.7K0.1%−$59.8KAdded−$27.8K
Wheaton Precious Metals Corp.WPM2.79K$366.6K0.1%$38.2KCut$27.5K
Vistra Corp.VST2.43K$365K0.1%−$26.7KCut−$150.8K
Te Connectivity PlcTEL1.73K$362.2K0.1%−$32.2KCut−$54.5K
Marriott Intl Inc New1.11K$361.7K0.1%$18KAdded$29.2K
Sibanye Stillwater Ltd28.4K$358.7K0.1%−$46KCut−$48.1K
Ishares Tr3.56K$357.9K0.1%$12.4KAdded$38.1K
Ishares Tr8.99K$356.9K0.1%New
American Tower Corp New2.06K$356.4K0.1%−$5KAdded$63.7K
Simon Ppty Group Inc New1.9K$354K0.1%$2.74KCut−$24.1K
Crane NXT, Co.CXT8.65K$351.3K0.0%−$49.8KAdded−$10.6K
Elbit Sys Ltd413$350.7K0.0%New
Coherent Corp.COHR1.47K$349.9K0.0%$78.8KCut$58.9K
Portland Gen Elec Co6.55K$348.9K0.0%$34.7KCut$7.96K
Hewlett Packard Enterprise C14.6K$348.5K0.0%−$917Added$38.5K
J P Morgan Exchange Traded F6.28K$348.5K0.0%−$16.2KAdded−$14.1K
Emerson Elec Co2.66K$348.2K0.0%−$4.4KAdded$2.15K
Telefonica Brasil Sa21.8K$347.6K0.0%$84.6KAdded$102.3K
Ascendis Pharma A/SASND1.52K$347.4K0.0%$22.5KAdded$37.2K
Api Group CorpAPG8.42K$341.3K0.0%$18KAdded$37.4K
Abivax Sa3.03K$337.1K0.0%−$64.4KAdded−$32.3K
FabrinetFN646$336.9K0.0%$36.2KAdded$87.9K
Csx CorpCSX8.2K$336.6K0.0%$26.6KAdded$135.5K
Ishares Tr4.2K$335.8K0.0%−$107.6KCut−$1.81M
Spdr Series Trust3.65K$333.9K0.0%$8.46KCut$4.99K
Cognex CorpCGNX6.79K$332.8K0.0%$85.6KAdded$96K
Fiserv IncFISV5.95K$332K0.0%−$56.4KAdded−$941
Nrg Energy, Inc.NRG2.26K$330.9K0.0%−$29.6KCut−$96.6K
Kulicke & Soffa Inds Inc5.01K$330.2K0.0%$102KCut$50.7K
Royal Caribbean Group1.19K$329.6K0.0%−$2.66KCut−$74.1K
Installed Bldg Prods Inc1.23K$326.6K0.0%$6.5KAdded$35.1K
Illumina, Inc.ILMN2.65K$326.3K0.0%−$13.7KAdded$98.4K
Dover CorpDOV1.56K$325.8K0.0%$20.2KAdded$28.5K
Avista CorpAVA8.07K$323.8K0.0%$12.9KCut$212
Cemex Sab De Cv28.2K$323.1K0.0%−$1.31KAdded$21.7K
Franklin Templeton Etf Tr5.88K$323.1K0.0%−$7.82KHeld
Mueller Wtr Prods Inc11.7K$322.4K0.0%$39.7KAdded$64.9K
Cboe Global Mkts Inc1.15K$322.3K0.0%$33.6KAdded$40.1K
Williams Cos Inc4.41K$320.9K0.0%$55.9KCut−$12.6K
Constellation Brands, Inc.STZ2.13K$319.5K0.0%$25.6KCut−$99.9K
Ishares Tr2.24K$318.5K0.0%New
Cadence Design System Inc1.14K$317.1K0.0%−$39.6KCut−$74.6K
Paramount Skydance CorpPSKY34.9K$317K0.0%−$125.3KAdded−$71K
Southwest Airls Co8.39K$316.7K0.0%−$26.5KAdded$11.4K
Ufp Technologies IncUFPT1.63K$316.3K0.0%−$42.4KAdded−$14.7K
Sba Communications Corp NewSBAC1.83K$314.8K0.0%−$39KCut−$88.4K
Acuity Inc1.12K$314.2K0.0%−$79.9KAdded−$46.3K
Ishares Tr2.87K$313K0.0%−$3.45KCut−$17.3K
VNET Group, Inc.VNET37.2K$312.1K0.0%−$2.49KAdded$11.2K
Morningstar, Inc.MORN1.84K$311K0.0%−$82.3KAdded−$59.3K
Napco Sec Technologies Inc7.85K$310.4K0.0%−$16.5KAdded−$7.87K
Boston Scientific CorpBSX4.94K$309.9K0.0%−$161KCut−$555.7K
Alcoa CorpAA4.66K$309.3K0.0%New
Becton Dickinson & CoBDX1.97K$309.1K0.0%−$72.5KCut−$151.1K
Manulife Finl Corp8.94K$307.9K0.0%−$16.1KAdded−$10.4K
Perdoceo Ed Corp8.22K$305.8K0.0%$64.8KCut$59.5K
C. H. Robinson Worldwide, Inc.CHRW1.83K$305.8K0.0%New
Conagra Brands Inc.CAG19.4K$304.2K0.0%−$30.8KCut−$378.7K
Tyson Foods, Inc.TSN4.74K$303.7K0.0%$25.8KCut−$5.53K
Koninklijke Philips N V11K$300.9K0.0%$2.75KAdded$68K
Pulte Group Inc2.55K$300.7K0.0%$1.48KAdded$29.1K
United Rentals, Inc.URI412$300.4K0.0%−$33.2KCut−$44.6K
Zimmer Biomet Holdings, Inc.ZBH3.31K$299.6K0.0%$2.45KCut−$3.84K
Lennar Corp3.43K$298.1K0.0%−$54.7KCut−$412.7K
Lockheed Martin CorpLMT492$297.6K0.0%$59.6KCut$28.7K
Patrick Inds Inc2.67K$297K0.0%$7.01KCut−$27.3K
Wyndham Hotels & Resorts, Inc.WH3.64K$295.8K0.0%$20.6KCut$12.6K
Huntington Ingalls Inds Inc775$294.4K0.0%$29.8KAdded$40.4K
Home Bancshares IncHOMB10.9K$293.4K0.0%−$9.24KCut−$18.5K
Spdr Index Shs Fds4.72K$293.3K0.0%New
Oshkosh CorpOSK1.99K$293.2K0.0%$41KAdded$54.6K
Generac Hldgs Inc1.5K$292.3K0.0%$88.2KCut$62.7K
Chord Energy CorpCHRD2.06K$292.2K0.0%New
Ishares Tr3.54K$292.1K0.0%New
Genmab A/S10.9K$291.5K0.0%−$41.6KAdded−$31.2K
Spdr Series Trust11.6K$290.6K0.0%−$3.94KCut−$50.6K
Rpm Intl Inc2.9K$288.5K0.0%−$13.3KCut−$17.7K
Arista Networks, Inc.ANET2.35K$288.2K0.0%−$19.4KCut−$30.1K
Tenet Healthcare CorpTHC1.52K$287.8K0.0%−$15KAdded−$9.7K
Vanguard Mun Bd Fds5.76K$287.5K0.0%New
Microchip Technology Inc.4.45K$287.4K0.0%$3.95KCut−$351.2K
EXPAND ENERGY CorpEXE2.61K$286.9K0.0%New
Alcon IncALC3.79K$285.4K0.0%−$13.1KCut−$95.4K
Live Oak Bancshares Inc8.61K$284.6K0.0%−$8.65KAdded$52.3K
Cameco CorpCCJ2.62K$284.4K0.0%$44.9KCut$24.4K
Wisdomtree Tr7.08K$283.7K0.0%$7.64KHeld
Murphy USA Inc.MUSA574$283.3K0.0%$51.5KCut$41.8K
Power Integrations IncPOWI5.53K$283K0.0%New
Korea Elec Pwr Corp19.8K$282.5K0.0%−$43.1KAdded−$33.7K
Moog Inc957$280.1K0.0%$43.2KAdded$66K
Advanced Energy Inds859$277.3K0.0%New
Citizens Finl Group Inc4.61K$276.1K0.0%$7.18KCut$2.1K
S&P Global Inc.SPGI649$276.1K0.0%−$63.1KCut−$301.4K
Vontier CorpVNT7.69K$272.9K0.0%−$12KAdded$11K
Cullen Frost Bankers Inc1.98K$271.9K0.0%$20.4KAdded$25.6K
First Horizon Corporation11.8K$271.3K0.0%New
Intapp, Inc.INTA10.6K$271.3K0.0%−$195.3KAdded−$173.2K
Rio Tinto Plc2.82K$270.3K0.0%New
Aaon, Inc.AAON3.26K$269.5K0.0%$21.1KCut−$3.29K
Colgate Palmolive CoCL3.12K$266.1K0.0%$16.7KAdded$54.4K
Ppg Inds Inc2.49K$265.7K0.0%$11KCut−$35.2K
Equifax IncEFX1.48K$265.6K0.0%−$53.2KAdded−$47.4K
Carnival Corp Ltd.CCL10.3K$265.4K0.0%−$43.7KAdded−$21.1K
Price T Rowe Group IncTROW2.94K$264.9K0.0%−$35.9KCut−$44.9K
Vse Corp1.43K$264.4K0.0%New
Brown Forman Corp9.91K$264.4K0.0%$6.1KCut$1.8K
Dbv Technologies S A12.6K$264.1K0.0%New
Greif Inc3.9K$263.9K0.0%−$222Added$20.2K
Landstar Sys Inc1.64K$263.2K0.0%$27.3KCut$22.7K
Ishares Tr2.48K$262.9K0.0%New
Iron Mtn Inc Del2.55K$262.7K0.0%$50.7KAdded$53K
Dexcom IncDXCM4.14K$260.3K0.0%−$14.8KCut−$30.3K
Annaly Capital Management In11.9K$259.5K0.0%−$6KAdded−$4.06K
Resmed Inc1.15K$258.4K0.0%−$18.8KCut−$29.4K
American Wtr Wks Co Inc New1.9K$258.4K0.0%$10.6KAdded$11.6K
Global X Fds5.31K$257.3K0.0%New
Cencora, Inc.COR808$253.8K0.0%−$19.1KCut−$364K
Equinix IncEQIX259$253.7K0.0%New
Quaker Houghton2.04K$253.6K0.0%−$20.5KAdded$38.1K
Relx Plc7.64K$253.2K0.0%−$45.4KAdded$635
Republic Svcs Inc1.15K$252.8K0.0%$7.21KAdded$37.9K
International Flavors&Fragra3.46K$252.7K0.0%$19.3KCut$3.96K
Nucor CorpNUE1.49K$252.3K0.0%$9.73KCut−$272.3K
Rollins IncROL4.71K$251.7K0.0%New
Carmax IncKMX6.04K$251.1K0.0%$17.8KCut$11.3K
Materion CorpMTRN1.73K$250.6K0.0%$35.2KCut$23.8K
Mercadolibre IncMELI144$249K0.0%−$41.1KCut−$627.2K
Dte Energy Co1.69K$248.8K0.0%$30.2KAdded$36.8K
CareTrust REIT, Inc.CTRE6.71K$248.7K0.0%$5.93KCut−$8.03K
Baxter Intl Inc14.6K$246K0.0%−$33.4KAdded−$31.5K
Brunswick Corp3.38K$245.7K0.0%−$5KCut−$32.5K
Diamondback Energy, Inc.FANG1.24K$244.9K0.0%New
Affirm Hldgs Inc5.34K$244.8K0.0%−$90.6KAdded$9.17K
Digital Rlty Tr Inc1.36K$244.4K0.0%$34.7KCut−$20.6K
Itron, Inc.ITRI2.73K$244.4K0.0%−$8.14KAdded$10.5K
Terreno Rlty Corp3.93K$243.7K0.0%$12.7KCut$6.21K
Lpl Finl Hldgs Inc809$243.3K0.0%−$37.7KAdded$4.1K
Intercontinental Exchange In1.55K$243.2K0.0%−$6.32KAdded$23.6K
Futu Hldgs Ltd1.78K$243.2K0.0%−$47KAdded−$38.1K
Msa Safety Inc1.48K$242.9K0.0%$5.64KAdded$6.79K
Snowflake Inc.SNOW1.61K$242.4K0.0%−$108.1KAdded−$103.6K
Autodesk, Inc.ADSK1K$240.4K0.0%−$54.6KAdded−$45.3K
Ishares Tr2.1K$239K0.0%New
Chesapeake Utils Corp1.85K$235.2K0.0%$4.31KCut−$2.68K
Chemed Corp New620$234.3K0.0%−$29.9KAdded−$21.2K
Excelerate Energy, Inc.EE6.9K$230.6K0.0%$37.1KCut$27.8K
Esquire Finl Hldgs Inc2.13K$229.5K0.0%New
Cintas CorpCTAS1.35K$229.1K0.0%New
Banco Santander Sa20.2K$227.8K0.0%−$8.56KAdded$4.71K
Crown Castle Inc.CCI2.8K$227.7K0.0%New
Blackrock Etf Trust6.28K$227.5K0.0%New
Lauder Estee Cos Inc3.16K$227.1K0.0%−$104.3KCut−$144.2K
Merit Med Sys Inc3.29K$226.8K0.0%−$57.1KAdded−$35.4K
Ingersoll Rand Inc.IR2.82K$225.8K0.0%$2.39KAdded$16.5K
Brookfield Infrastructure CorpBIPC5.71K$225.7K0.0%−$33.6KCut−$42.9K
Amer Sports, Inc.AS6.85K$225.4K0.0%−$30.3KAdded−$30K
Cohen & Steers, Inc.CNS3.6K$225K0.0%−$783Cut−$5.68K
Automatic Data Processing In1.09K$223.8K0.0%−$57.3KCut−$85.8K
Robinhood Mkts Inc3.2K$221.6K0.0%−$103.5KAdded−$45.6K
Lakeland Finl Corp3.86K$221.5K0.0%$1.24KAdded$6.46K
Controladora Vuela Comp De A30.5K$220.9K0.0%New
Metlife Inc3.12K$220.5K0.0%−$25.6KCut−$47.7K
Nexstar Media Group, Inc.NXST1.22K$220.3K0.0%−$27KCut−$121K
ServisFirst Bancshares, Inc.SFBS3.02K$220.1K0.0%New
Qnity Electronics, Inc.Q1.9K$219.1K0.0%New
Cummins IncCMI407$219K0.0%New
Hamilton Lane IncHLNE2.19K$218.4K0.0%−$75.2KCut−$90.5K
Universal Display Corp2.38K$218.3K0.0%−$48.7KAdded−$7.91K
Fortinet, Inc.FTNT2.67K$218.2K0.0%$5.87KAdded$16.3K
Illinois Tool Wks Inc832$218K0.0%New
VEON Ltd.VEON4.69K$217.1K0.0%−$25.7KAdded$1.72K
Darling Ingredients Inc.DAR3.49K$215.6K0.0%New
Ishares Tr2.22K$215.6K0.0%$2.13KCut−$65.5K
Natwest Group Plc14K$215.5K0.0%−$21KAdded$38.6K
Mccormick & Co Inc4.27K$215.2K0.0%New
Argenx SEARGX293$214K0.0%−$32.4KCut−$82.9K
Badger Meter IncBMI1.4K$213K0.0%−$25.6KAdded$11K
Coinbase Global, Inc.COIN1.21K$211.6K0.0%−$62.4KCut−$72.3K
Perimeter Solutions, Inc.PRM8.64K$211K0.0%New
Chipotle Mexican Grill IncCMG6.58K$210.6K0.0%−$32.8KCut−$56.5K
Universal Hlth Svcs Inc1.17K$209.8K0.0%−$45.7KCut−$726.2K
Azz IncAZZ1.67K$209.5K0.0%New
Celsius Hldgs Inc5.9K$209.3K0.0%−$60.5KCut−$66.5K
Utz Brands, Inc.UTZ26.2K$207.6K0.0%−$52.8KAdded−$15.1K
Federal Agric Mtg Corp1.4K$207K0.0%−$38KCut−$45.7K
Global X Fds6.21K$206.3K0.0%New
Biocryst Pharmaceuticals IncBCRX21.7K$206.3K0.0%$37.3KCut−$280.4K
Equity Lifestyle Pptys IncELS3.27K$206.2K0.0%$7.67KCut$6.03K
Pegasystems IncPEGA4.84K$206.2K0.0%New
Paypal Hldgs Inc4.55K$206K0.0%New
Renaissancere Hldgs Ltd686$203.9K0.0%New
Palo Alto Networks IncPANW1.27K$203.4K0.0%New
Gen Digital Inc10.8K$202.6K0.0%−$66.7KAdded−$14.2K
Kinder Morgan Inc Del6.04K$202.6K0.0%$36.5KCut−$14.5K
Firstservice Corp New1.45K$201.1K0.0%−$23.7KCut−$47.9K
Sherwin Williams CoSHW627$201.1K0.0%New
Procore Technologies, Inc.PCOR3.53K$201.1K0.0%−$55.5KCut−$77.4K
Everest Group, Ltd.EG615$201K0.0%−$7.69KCut−$9.38K
Apollo Global Mgmt Inc1.8K$200.6K0.0%−$54.8KAdded−$37.5K
Cushman And Wakefield Ltd16.3K$200.2K0.0%−$57.7KAdded−$37.4K
Viatris IncVTRS13.7K$184.5K0.0%$14.5KCut−$5.39K
Adaptive Biotechnologies Cor11.3K$157.5K0.0%New
Haleon Plc15.7K$156.9K0.0%−$1.4KAdded$14.8K
Pgim Global High Yield Fd Fo11.7K$136.4K0.0%New
Clarivate PlcCLVT11.9K$30.2K0.0%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.