13F

Investor

Prosperity Bancshares Inc

CIK 0001068851 · filed 2026-05-12 · SEC filing

13F book

$124.8M

Positions

414

33 new · 15 sold

Largest name

8.2%

Dimensional Etf Trust

Est. mark

−$1.24M

Price effect on 381 names still held. Flow $15.2M.
NameTickerSharesValueWeightEst. markChange
Dimensional Etf Trust301.1K$10.2M8.2%$288.8KAdded$2.61M
Lazard Active Etf Tr237.5K$7.54M6.0%$202.9KAdded$3.14M
Berkshire Hathaway Inc Del7$5.03M4.0%−$256.6KHeld
Vanguard Scottsdale Fds90.6K$5.02M4.0%−$6.61KAdded$4.19M
Apple Inc.AAPL17.6K$4.46M3.6%−$307KAdded−$162.1K
J P Morgan Exchange Traded F90.2K$4.25M3.4%−$17.8KAdded$1.12M
Vanguard Star Fds49.4K$3.81M3.1%$77.7KAdded$298.7K
Nvidia CorpNVDA21.8K$3.81M3.1%−$257.6KAdded−$164.3K
Exxon Mobil Corp22.1K$3.75M3.0%$967.3KAdded$1.39M
Vanguard Malvern Fds47.1K$3.64M2.9%−$14.2KAdded$1.49M
Vanguard Index Fds28.9K$2.57M2.1%$5.35KAdded$311.5K
Walmart Inc.WMT20.6K$2.56M2.1%$257.5KAdded$332.6K
Microsoft CorpMSFT6.39K$2.37M1.9%−$725.3KCut−$1.5M
Ishares Tr23.2K$2.25M1.8%$25.5KHeld
Amazon Com IncAMZN9.89K$2.06M1.7%−$201.1KAdded$1.08K
Caterpillar IncCAT2.77K$1.96M1.6%$366.5KAdded$413.3K
Ishares Tr32.6K$1.93M1.5%$63.5KAdded$307.3K
Vanguard Index Fds5.78K$1.85M1.5%−$83.6KHeld
Alphabet Inc6.13K$1.76M1.4%−$152.7KAdded−$18.7K
Broadcom Inc.AVGO5.67K$1.75M1.4%−$191.7KAdded−$58.6K
Vanguard Scottsdale Fds20.9K$1.66M1.3%−$9.63KCut−$542.1K
Alphabet Inc5.51K$1.58M1.3%−$138.9KAdded−$124.5K
Tesla, Inc.TSLA3.68K$1.37M1.1%−$225.7KAdded$67.2K
Harbor Etf Trust46.8K$1.3M1.0%−$125.4KAdded$141.1K
Jpmorgan Chase & Co.4.36K$1.28M1.0%−$122.3KCut−$221.5K
Vanguard Index Fds4.1K$1.18M0.9%−$9.74KAdded$246.1K
Vanguard Whitehall Fds7.9K$1.17M0.9%$24.9KAdded$388.4K
Ishares Tr9.01K$1.12M0.9%$37.2KCut$11K
Johnson & JohnsonJNJ4.31K$1.05M0.8%$161.6KCut−$40K
Meta Platforms, Inc.META1.81K$1.04M0.8%−$133.8KAdded$33.8K
Berkshire Hathaway Inc Del2.15K$1.03M0.8%−$50.5KCut−$87.2K
Spdr S&P Midcap 400 Etf Tr1.28K$787.6K0.6%$17.2KHeld
Schwab Strategic Tr30.7K$760.9K0.6%$19.3KAdded$106.7K
Franklin Templeton Etf Tr27.6K$749.9K0.6%$8KCut−$359.2K
Ishares Tr10.5K$739.1K0.6%$6.02KAdded$188.9K
Vanguard Growth Etf1.59K$695.8K0.6%−$62.4KAdded$99.6K
Cisco Sys Inc8.77K$680.3K0.5%$4.2KAdded$103K
Select Sector Spdr Tr5.07K$673.5K0.5%−$56.1KHeld
Goldman Sachs Group Inc780$659.9K0.5%−$25.7KCut−$32.8K
Bank America Corp13.4K$652.2K0.5%−$76.5KAdded−$20.9K
Etf Ser Solutions15.4K$648.3K0.5%−$26.9KCut−$975.6K
Visa Inc.V2.12K$639.8K0.5%−$102.6KCut−$111K
Chevron Corp NewCVX3.08K$638.3K0.5%$132.6KAdded$267.5K
Ishares Tr5.98K$602.7K0.5%New
RTX CorpRTX3.12K$602.2K0.5%$29.7KCut−$81.7K
Dimensional Etf Trust12.4K$599.3K0.5%$23.1KHeld
Vanguard Index Fds2.2K$577.3K0.5%$8.75KCut$7.46K
Eli Lilly & CoLLY586$539K0.4%−$80.7KAdded−$20.9K
International Business Machs2.14K$519.4K0.4%−$115.3KCut−$221.1K
Vanguard Index Fds858$512.7K0.4%−$4.79KAdded$411.1K
Morgan Stanley Etf Trust9.78K$496.3K0.4%New
Micron Technology IncMU1.38K$465.9K0.4%$26.4KAdded$322K
Coca Cola CoKO6.02K$458K0.4%$37KCut−$250K
Costco Whsl Corp New455$453.4K0.4%$46.1KAdded$156.7K
American Express CoAXP1.45K$438.6K0.4%−$96.5KAdded−$90.4K
Philip Morris Intl Inc2.54K$420.3K0.3%$12.6KCut$11.1K
New York Life Investments Et12K$410.6K0.3%$7.34KCut−$285.8K
Dimensional Etf Trust5.74K$406.7K0.3%−$18.7KCut−$33.5K
BlackRock, Inc.BLK412$396.2K0.3%−$44.8KCut−$63K
Mastercard IncMA731$365.3K0.3%−$52.1KCut−$109.2K
Schwab Charles Corp3.8K$357.3K0.3%−$14.7KAdded$110.1K
Morgan Stanley2.13K$351K0.3%−$27.6KCut−$62.3K
Pepsico IncPEP2.15K$334.3K0.3%$25.3KCut$6.11K
Disney Walt Co3.4K$328.1K0.3%−$59.2KCut−$72.2K
Mcdonalds CorpMCD1.04K$323.8K0.3%$5.38KCut−$68K
Qualcomm Inc2.51K$323.8K0.3%−$106.3KCut−$171.9K
Amgen IncAMGN917$322.6K0.3%$22.5KCut−$57.7K
Texas Instrs Inc1.58K$307.1K0.2%$26.5KAdded$84.9K
Home Depot, Inc.HD920$302.6K0.2%−$11.8KAdded$35.2K
ConocophillipsCOP2.2K$290.1K0.2%$63.8KAdded$134.7K
Ge Aerospace979$277.8K0.2%−$23KAdded−$14.5K
Oracle Corp1.87K$275.1K0.2%−$68.7KAdded−$5.18K
Wells Fargo Co New3.42K$271.9K0.2%−$46.4KCut−$122.6K
Honeywell Intl Inc1.19K$269K0.2%$36.8KCut−$833
Citigroup Inc2.29K$259.1K0.2%−$7.49KCut−$25.3K
Abbott LabsABT2.49K$255.8K0.2%−$56.3KCut−$139.4K
Linde PlcLIN502$248.9K0.2%$25.7KAdded$90.7K
Netflix IncNFLX2.56K$245.7K0.2%$6.11KCut−$138.3K
Southern Co2.52K$243K0.2%$17.7KAdded$77.8K
At&T Inc8.36K$242.5K0.2%$24.8KAdded$94.1K
Gilead Sciences, Inc.GILD1.73K$241.4K0.2%$20.6KAdded$89.6K
Kinder Morgan Inc Del7.03K$235.8K0.2%$41.1KAdded$48.6K
Ishares Tr544$232K0.2%−$25.5KHeld
Union Pac Corp945$229.3K0.2%$8.98KAdded$45.4K
AbbVie Inc.ABBV1.03K$224K0.2%−$11.3KCut−$92.7K
Boeing Co1.06K$210.6K0.2%−$17.3KAdded$3.22K
Comcast Corp New7.15K$205.4K0.2%−$5.24KAdded$72.6K
Lowes Cos Inc861$203.4K0.2%−$4.2KCut−$4.92K
Palantir Technologies Inc.PLTR1.39K$203.2K0.2%−$43.7KCut−$50.6K
J P Morgan Exchange Traded F3.16K$202K0.2%New
Medtronic PlcMDT2.29K$198.8K0.2%−$21.6KCut−$120.1K
Verizon Communications IncVZ3.78K$189.9K0.2%$30.1KAdded$60.4K
T-Mobile Us Inc897$188.4K0.2%$5.07KAdded$41K
Booking Holdings Inc.BKNG44$185.3K0.1%−$50.4KCut−$109.3K
Salesforce, Inc.CRM978$182.6K0.1%−$53.5KAdded$1.36K
Equinix IncEQIX185$181.3K0.1%$34.7KAdded$57.2K
Thermo Fisher Scientific Inc.TMO366$179.9K0.1%−$32.2KCut−$77.4K
Dimensional Etf Trust2.73K$170.7K0.1%$7.95KHeld
Bank New York Mellon Corp1.41K$167.3K0.1%$3.58KCut−$102.1K
Bristol-Myers Squibb Co2.75K$166.8K0.1%$10.5KAdded$82.8K
S&P Global Inc.SPGI384$163.3K0.1%−$37.3KCut−$119.9K
Ishares Tr1.59K$160.5K0.1%$5.96KHeld
Prologis Inc.1.17K$154.1K0.1%$4.66KAdded$22.6K
Lam Research CorpLRCX704$150.4K0.1%$28.2KAdded$36.6K
Applied Matls Inc429$146.6K0.1%$27.6KAdded$63.1K
Nrg Energy, Inc.NRG997$145.7K0.1%−$5.25KAdded$81.8K
Invesco Qqq Tr250$144.3K0.1%−$9.28KHeld
Progressive Corp716$141.9K0.1%−$11.5KAdded$53.1K
Pulte Group Inc1.2K$140.5K0.1%$239Added$60.3K
Eaton Corp PlcETN389$139.1K0.1%$6.89KAdded$83.1K
Vanguard Index Fds708$138.9K0.1%$3.02KAdded$28.3K
Moodys Corp316$137.9K0.1%−$23.6KCut−$24.1K
Select Sector Spdr Tr931$136.5K0.1%−$7.62KHeld
Ishares Tr1.02K$135.4K0.1%$930Held
Chubb Limited404$131.7K0.1%$3.16KAdded$60.2K
Unitedhealth Group IncUNH477$129.1K0.1%−$20.5KAdded$15.5K
Duke Energy Corp New970$127K0.1%$13.3KCut−$33.1K
Ishares Tr5.3K$121.6K0.1%$212Held
Marriott Intl Inc New359$117.4K0.1%$6.04KCut$5.73K
Nextera Energy Inc1.22K$113.1K0.1%$13.7KAdded$25.8K
Merck & Co., Inc.MRK928$111.6K0.1%$3.68KAdded$85.8K
Procter And Gamble CoPG770$111.2K0.1%$431Added$56.6K
Ishares Tr573$109.9K0.1%−$3.9KHeld
Pfizer IncPFE3.85K$108.1K0.1%$11.9KAdded$14.8K
Synchrony Financial1.58K$107.5K0.1%−$10.8KAdded$49.3K
Danaher Corporation565$107.1K0.1%−$22.2KCut−$55.2K
Accenture Plc Ireland537$106.5K0.1%−$31.9KAdded−$15.9K
Ventas, Inc.VTR1.3K$106.2K0.1%$5.72KHeld
American Tower Corp New614$106K0.1%−$1.29KAdded$30.3K
ServiceNow, Inc.NOW1.01K$105.8K0.1%−$49.2KCut−$102.5K
Spdr S&P 500 Etf Tr160$104.1K0.1%−$5.05KHeld
Dollar Gen Corp New873$103.7K0.1%−$12.3KCut−$13.8K
Ishares Tr677$102.5K0.1%$6.95KHeld
Ebay IncEBAY1.1K$100.2K0.1%$1.98KAdded$56.3K
Cbre Group, Inc.CBRE722$97.8K0.1%−$16.8KAdded−$8.8K
General Dynamics CorpGD284$97.5K0.1%$1.38KAdded$26.8K
Ecolab Inc.ECL360$95.8K0.1%$790Added$36.4K
Delta Air Lines Inc DelDAL1.42K$94.6K0.1%−$2.35KAdded$38.7K
Kla CorpKLAC64$94.2K0.1%$16.5KHeld
Cummins IncCMI172$92.5K0.1%$4.74KHeld
Dimensional Etf Trust1.28K$91.4K0.1%$1.88KHeld
Starbucks CorpSBUX974$87.3K0.1%$4.43KAdded$18K
Royce Small-Cap Trust, Inc.RVT5.18K$86K0.1%New
Cheniere Energy, Inc.LNG300$85.1K0.1%$26.8KHeld
Pnc Finl Svcs Group Inc409$85.1K0.1%−$185Added$24.8K
Asml Holding N V64$84.5K0.1%$16.1KHeld
Emerson Elec Co630$82.5K0.1%−$724Added$26K
Ishares Tr338$81.1K0.1%−$3.49KHeld
Waste Mgmt Inc Del352$80.9K0.1%$2.6KAdded$24.2K
Ishares Tr565$80.5K0.1%−$3.54KHeld
Altshares Trust2.69K$79K0.1%$673Cut−$183.5K
Altria Group, Inc.MO1.19K$78.6K0.1%$9.84KAdded$10.5K
Analog Devices IncADI241$76.7K0.1%$11.3KHeld
Fedex CorpFDX214$76.2K0.1%$13.5KAdded$18.2K
Ishares Gold Tr858$75.6K0.1%$6KHeld
Uber Technologies, IncUBER1.04K$75.1K0.1%−$8.9KAdded$739
Advanced Micro Devices IncAMD368$74.9K0.1%−$3.95KCut−$10.2K
Digital Rlty Tr Inc407$73.3K0.1%$9.26KAdded$17.2K
Csx CorpCSX1.78K$73.1K0.1%$8.55KCut−$83.5K
Williams Cos Inc995$72.4K0.1%$2.09KAdded$62.5K
Intel CorpINTC1.64K$72.2K0.1%$11.8KHeld
Northrop Grumman Corp103$70.3K0.1%$6.27KAdded$38.3K
Intuitive Surgical IncISRG149$68.7K0.1%−$11.9KAdded$4.69K
Marathon Pete Corp278$67.9K0.1%$22.7KHeld
Welltower Inc.WELL343$67.8K0.1%$4.15KHeld
Tjx Cos Inc New417$66.6K0.1%$2.34KAdded$7.46K
Illinois Tool Wks Inc255$66.4K0.1%$3.57KCut−$1.36K
Southwest Airls Co1.75K$65.9K0.1%−$6.6KHeld
United Parcel Service IncUPS665$65.4K0.1%−$85Added$55K
Intuit Inc.INTU151$65.3K0.1%−$34.7KCut−$460K
Amphenol Corp New514$64.9K0.1%New
Pgim Etf Tr637$62K0.1%−$3.59KAdded$33.2K
Steel Dynamics IncSTLD339$61K0.0%$1.55KAdded$36.1K
Boston Scientific CorpBSX968$60.7K0.0%−$31.6KCut−$50.4K
Public Storage Oper Co223$60.4K0.0%$1.84KAdded$18.4K
HCA Healthcare, Inc.HCA121$57.3K0.0%$772Cut−$629
Alps Etf Tr1.08K$56.9K0.0%New
3M COMMM391$56.8K0.0%−$5.81KCut−$17.2K
Cigna GroupCI206$55K0.0%−$898Added$25.8K
Atmos Energy CorpATO296$54.7K0.0%$5.06KHeld
Deere & CoDE97$54.6K0.0%$9.48KHeld
Avalonbay Cmntys Inc333$54.4K0.0%−$4.92KAdded$4.72K
Martin Marietta Matls Inc92$54.2K0.0%−$2.51KAdded$8.08K
American Healthcare REIT, Inc.AHR1.14K$53.8K0.0%$114Held
Stryker CorpSYK162$53.2K0.0%−$3.61KAdded−$2.3K
Mondelez Intl Inc910$52.5K0.0%$2.23KAdded$21K
GE Vernova Inc.GEV60$52.4K0.0%$11.8KAdded$17.1K
Phillips Edison & Co Inc1.4K$52.2K0.0%$2.58KHeld
Inventrust Pptys Corp1.67K$50.8K0.0%$3.75KHeld
Adobe Inc.ADBE206$50.1K0.0%−$22KCut−$38.1K
Dimensional Etf Trust942$49.7K0.0%$2.71KHeld
Cvs Health CorpCVS691$49.6K0.0%−$4.05KAdded$7.01K
Sun Cmntys Inc391$49.3K0.0%$801Held
Marvell Technology, Inc.MRVL493$48.8K0.0%$6.94KHeld
Ishares Tr2K$48.5K0.0%$20Held
Littelfuse Inc142$48.2K0.0%$12.3KHeld
Palo Alto Networks IncPANW295$47.3K0.0%−$860Added$40.7K
Dell Technologies Inc.DELL285$46.8K0.0%New
Brixmor Ppty Group Inc1.62K$46.7K0.0%$4.18KHeld
Mplx Lp812$46.3K0.0%$3KHeld
Kroger CoKR639$46.2K0.0%$5.15KAdded$13.7K
Roper Technologies IncROP129$45.6K0.0%New
NXP Semiconductors N.V.NXPI231$45.5K0.0%−$2.85KAdded$14.9K
Zoetis Inc.ZTS371$43.9K0.0%−$1.53KAdded$18.6K
Constellation Energy CorpCEG157$43.8K0.0%−$10.8KAdded−$7.74K
Lockheed Martin CorpLMT71$42.9K0.0%$2.41KAdded$33.2K
Spdr Gold Tr99$42.6K0.0%$3.36KHeld
Sba Communications Corp NewSBAC245$42.2K0.0%−$5.22KHeld
Ishares Tr64$41.8K0.0%−$2.03KHeld
Healthcare Rlty Tr2.45K$41.6K0.0%$98Held
General Mtrs Co558$41.6K0.0%−$3.81KCut−$13.9K
Norfolk Southn Corp144$41.3K0.0%−$241Added$907
National Health Invs Inc511$41.3K0.0%New
American Elec Pwr Co Inc309$40.5K0.0%$4.87KHeld
Ge Healthcare Technologies I568$40.4K0.0%−$6.16KCut−$19.6K
Rexford Indl Rlty Inc1.22K$40.1K0.0%−$7.33KHeld
Monster Beverage Corp New544$39.4K0.0%−$2.15KAdded$316
Hexcel Corp New484$39.2K0.0%$3.4KHeld
Cme Group Inc.CME131$38.7K0.0%$1.83KAdded$16.3K
Camden Ppty Tr385$37.6K0.0%−$4.78KHeld
Invitation Homes Inc.INVH1.51K$37.4K0.0%−$4.43KHeld
Church & Dwight Co Inc391$36.5K0.0%$3.31KAdded$7.14K
Crh Plc347$36.5K0.0%−$6.83KHeld
Evergy, Inc.EVRG443$36.3K0.0%$4.18KHeld
Pure Storage IncP600$35.4K0.0%−$4.78KHeld
Ford Mtr Co2.99K$34.5K0.0%−$4.32KAdded−$1.38K
UBS Group AGUBS870$34K0.0%−$6.3KHeld
Fidelity Comwlth Tr400$34K0.0%−$2.6KHeld
Blackstone Inc.BX287$33K0.0%−$78Added$32.7K
Arista Networks, Inc.ANET264$32.4K0.0%−$1.73KAdded$4.9K
Keysight Technologies, Inc.KEYS114$32.2K0.0%$9.03KCut$8.82K
Rio Tinto Plc340$31.7K0.0%New
Astrazeneca Plc OrdAZN160$31.6K0.0%New
Republic Svcs Inc143$31.3K0.0%$1.01KHeld
Intercontinental Exchange In198$31.1K0.0%−$210Added$23.9K
Ametek Inc/AME144$30.9K0.0%$543Added$18.5K
Cadence Design System Inc111$30.8K0.0%−$3.85KCut−$7.6K
American Homes 4 Rent1.09K$30.5K0.0%−$4.56KHeld
Ameriprise Finl Inc68$30.2K0.0%−$3.12KHeld
Seagate Technology Hldngs Pl75$29.4K0.0%$8.5KAdded$9.28K
Bhp Group Ltd402$29.2K0.0%New
Crown Castle Inc.CCI353$28.7K0.0%−$1.13KAdded$15.4K
BorgWarner IncBWA522$28.3K0.0%$4.8KCut−$8.36K
Plains Gp Hldgs L P1.16K$28.2K0.0%$5.96KHeld
Dow Inc.DOW667$27.8K0.0%$12.2KHeld
Wells Fargo Co New24$27.7K0.0%−$1.37KHeld
Vertex Pharmaceuticals Inc61$27.2K0.0%−$293Added$7.75K
Capital One Finl Corp145$26.5K0.0%−$8.69KCut−$47.5K
Whitestone Reit1.64K$26.4K0.0%$3.7KHeld
Tortoise Capital Series Trus600$25.4K0.0%$4.24KHeld
Motorola Solutions, Inc.MSI58$25.2K0.0%$2.94KHeld
Clorox Co Del240$24.9K0.0%New
Garmin LtdGRMN105$24.4K0.0%$3.06KHeld
Nuveen Municipal Credit Inc2K$24.4K0.0%New
Bp Plc500$23.5K0.0%New
Ishares Tr169$23.4K0.0%−$527Held
Becton Dickinson & CoBDX147$23.1K0.0%−$5.42KHeld
Wec Energy Group, Inc.WEC199$23K0.0%$1.6KAdded$6.69K
Nnn Reit, Inc.NNN541$22.7K0.0%$1.3KHeld
Sila Realty Trust Inc960$22.7K0.0%$355Held
Truist Finl Corp475$21.8K0.0%−$1.54KHeld
Colgate Palmolive CoCL256$21.8K0.0%$1.22KAdded$6.33K
Energy Transfer L P1.1K$21.3K0.0%$3.1KHeld
United Rentals, Inc.URI29$21.1K0.0%−$404Added$17.1K
Marsh & Mclennan Cos Inc121$21K0.0%−$519Added$13K
Nuveen Mun High Income Oppor2K$20.8K0.0%New
Americold Realty TrustCOLD1.81K$20.7K0.0%−$2.53KHeld
Vici Pptys Inc752$20.5K0.0%−$601Held
Essential Utils Inc501$20.2K0.0%New
Zions Bancorporation N A335$19.3K0.0%−$308Held
Freeport-Mcmoran IncFCX325$19.1K0.0%$2.6KHeld
Bank America Corp16$19.1K0.0%−$967Held
Smartstop Self Storag Reit I629$19K0.0%−$415Held
BXP, Inc.BXP361$18.7K0.0%−$5.62KHeld
Western Digital CorpWDC68$18.4K0.0%$5.5KAdded$8.75K
Fastenal CoFAST394$18.3K0.0%$2.47KHeld
Invesco Exchange Traded Fd T381$18.1K0.0%$232Held
Cms Energy Corp230$17.8K0.0%$1.16KAdded$7.21K
Highwoods Pptys Inc819$17.5K0.0%−$3.61KHeld
Alexandria Real Estate Eq In375$17.4K0.0%−$945Held
Cintas CorpCTAS99$16.7K0.0%−$1.87KCut−$17.7K
Exelon CorpEXC339$16.6K0.0%$1.46KAdded$4.94K
CenterspaceCSR266$15.3K0.0%−$2.47KHeld
Vanguard World Fd232$15.1K0.0%−$14Held
Extra Space Storage Inc.EXR114$14.9K0.0%$104Held
Schwab Strategic Tr582$14.9K0.0%−$740Held
Mckesson CorpMCK17$14.7K0.0%$496Added$5.69K
Regeneron Pharmaceuticals, Inc.REGN19$14.7K0.0%$7Added$7.73K
Tractor Supply Co324$14.7K0.0%New
Ishares Tr149$14.5K0.0%$143Held
Solstice Advanced Matls Inc186$14.2K0.0%$5.13KCut−$4K
Te Connectivity PlcTEL67$14K0.0%−$1.04KAdded$1.26K
Occidental Pete Corp325$13.9K0.0%$7.68KHeld
Target CorpTGT113$13.7K0.0%$1.1KAdded$9.1K
Silgan Hldgs Inc351$13.6K0.0%New
Valero Energy Corp55$13.6K0.0%$3.29KAdded$7.24K
Cardinal Health IncCAH62$13.1K0.0%$214Added$5.5K
Spdr Series Trust385$12.9K0.0%−$104Held
Umh Pptys Inc885$12.8K0.0%New
Ishares Silver Tr187$12.7K0.0%$695Held
Eog Res Inc88$12.7K0.0%$3.48KCut−$13.6K
Archer-Daniels-Midland CoADM172$12.5K0.0%$2.61KHeld
Costar Group, Inc.CSGP309$12.5K0.0%−$1.72KAdded$8.16K
Baker Hughes Company202$12.3K0.0%$1.83KAdded$6.96K
Nasdaq, Inc.NDAQ144$12.2K0.0%−$1.76KHeld
F5, Inc.FFIV42$12.2K0.0%$682Added$7.05K
NIKE, Inc.NKE230$12.1K0.0%−$2.5KCut−$20.2K
Phillips 66PSX66$12K0.0%$2.6KAdded$5.7K
Xcel Energy Inc147$11.7K0.0%$50Added$11K
Bny Mellon Etf Trust Ii391$11.6K0.0%$250Held
Aon plcAON35$11.3K0.0%−$662Added$3.53K
Metlife Inc158$11.2K0.0%−$1.3KCut−$19.5K
Everest Group, Ltd.EG34$11.1K0.0%−$12Added$10.8K
Williams Sonoma IncWSM55$10K0.0%$206Held
Coterra Energy Inc284$9.98K0.0%$1.42KAdded$5.74K
Edwards Lifesciences CorpEW123$9.85K0.0%−$636Held
Fiserv IncFISV175$9.77K0.0%New
Air Prods & Chems Inc33$9.59K0.0%$1.35KAdded$1.93K
Synopsys IncSNPS24$9.52K0.0%New
Sherwin Williams CoSHW28$8.97K0.0%−$98Cut−$1.39K
Invesco Exch Traded Fd Tr Ii125$8.74K0.0%$545Held
Automatic Data Processing In43$8.74K0.0%−$2.32KCut−$24.2K
Humana IncHUM50$8.67K0.0%−$2.56KAdded$730
Agilent Technologies, Inc.A76$8.66K0.0%−$1.68KCut−$9.3K
Owens Corning New77$8.33K0.0%New
Us Bancorp Del160$8.32K0.0%−$216Cut−$2.72K
Dominion Energy, IncD134$8.28K0.0%$433Cut−$680
Slb Limited/NvSLB157$8.07K0.0%$1.29KAdded$4.27K
Invesco Exchange Traded Fd T175$8.03K0.0%−$4Held
Constellation Brands, Inc.STZ53$7.95K0.0%$445Added$2.85K
Vanguard Scottsdale Fds169$7.93K0.0%−$22Held
Ishares Tr145$7.34K0.0%$24Held
CARRIER GLOBAL CorpCARR130$7.32K0.0%$173Added$4.68K
Newmont Corp65$7.04K0.0%New
Occidental Pete Corp105$6.83K0.0%$2.51KHeld
Smurfit Westrock PlcSW171$6.81K0.0%$201Held
Biogen Inc.BIIB36$6.6K0.0%$154Added$2.9K
Taiwan Semiconductor Mfg Ltd19$6.42K0.0%$647Held
Copart IncCPRT192$6.37K0.0%New
Vulcan Matls Co22$5.99K0.0%New
Autodesk, Inc.ADSK25$5.99K0.0%−$1.42KCut−$20.7K
Schwab Strategic Tr129$5.98K0.0%$233Held
Coinbase Global, Inc.COIN34$5.94K0.0%−$103Added$5.49K
Cboe Global Mkts Inc21$5.9K0.0%$511Added$1.64K
Vanguard Tax-Managed Fds91$5.83K0.0%$146Held
American Wtr Wks Co Inc New41$5.58K0.0%$229Cut−$4.21K
Quest Diagnostics IncDGX27$5.29K0.0%$606Held
Charter Communications Inc N24$5.18K0.0%New
Zimmer Biomet Holdings, Inc.ZBH57$5.15K0.0%$29Held
Nebius Group N.V.NBIS49$5.08K0.0%$982Held
International Paper Co140$5K0.0%−$517Held
Ares Management Corporation135$4.88K0.0%−$1.92KHeld
Fortive CorpFTV87$4.81K0.0%New
Waters Corp16$4.76K0.0%−$1.31KCut−$17.6K
M & T Bk Corp23$4.75K0.0%$94Added$1.13K
Kenvue Inc.KVUE252$4.34K0.0%−$2Added$2.1K
Ishares Tr35$4.15K0.0%−$26Held
Canadian Pacific Kansas City52$4.09K0.0%$261Cut−$21.8K
Schwab Strategic Tr120$3.95K0.0%$24Held
Centene Corp Del120$3.93K0.0%−$697Added$514
APA CorpAPA92$3.9K0.0%New
Schwab Strategic Tr78$3.82K0.0%$291Held
Cognizant Technology Solutio62$3.8K0.0%−$1.34KCut−$25K
Floor & Decor Hldgs Inc74$3.76K0.0%New
Eqt CorpEQT57$3.63K0.0%$271Added$2.18K
Allstate Corp17$3.52K0.0%−$14Held
Paychex IncPAYX37$3.41K0.0%−$743Held
Boeing Co52$3.37K0.0%−$217Held
Omega Healthcare Invs Inc73$3.2K0.0%−$38Cut−$1.19K
Schwab Strategic Tr104$3.02K0.0%$62Held
Corteva, Inc.CTVA35$2.93K0.0%$434Added$1.19K
Kraft Heinz CoKHC129$2.9K0.0%−$92Added$1.64K
Schwab Strategic Tr75$2.87K0.0%$165Held
Eastman Chem Co37$2.82K0.0%$462Held
Spdr Series Trust132$2.72K0.0%−$97Held
Schwab Strategic Tr54$2.52K0.0%$65Held
STERIS plcSTE11$2.43K0.0%−$357Cut−$5.17K
Ferrari N.V.RACE7$2.37K0.0%−$218Held
Crowdstrike Hldgs Inc6$2.34K0.0%−$471Held
On Semiconductor CorpON37$2.29K0.0%$287Held
Veralto CorpVLTO24$2.12K0.0%−$273Cut−$1.47K
DuPont de Nemours, Inc.DD41$1.88K0.0%$230Cut−$7.01K
Elevance Health Inc Formerly6$1.76K0.0%−$346Cut−$8.41K
Johnson Ctls Intl Plc13$1.7K0.0%$145Held
Schwab Strategic Tr64$1.45K0.0%−$18Held
Invesco Db Commdy Indx Trck50$1.45K0.0%$330Held
Schwab Strategic Tr44$1.43K0.0%$41Held
Schwab Strategic Tr51$1.42K0.0%$32Held
Schwab Strategic Tr62$1.33K0.0%$37Held
Prudential Finl Inc13$1.27K0.0%−$197Cut−$34.4K
Ishares Tr13$1.22K0.0%−$31Held
Paypal Hldgs Inc25$1.13K0.0%−$328Cut−$6.46K
Ww Grainger Inc1$1.09K0.0%$82Held
Airbnb, Inc.ABNB8$1.01K0.0%−$76Held
Versant Media Group, Inc.VSNT27$1K0.0%New
TKO Group Holdings, Inc.TKO4$8070.0%−$29Held
Kimberly Clark CorpKMB7$6750.0%−$31Cut−$3.66K
Dbx Etf Tr18$6510.0%−$12Held
Gen Digital Inc29$5460.0%−$243Held
Carnival Corp Ltd.CCL21$5430.0%New
Workday, Inc.WDAY4$5200.0%−$339Held
MongoDB, Inc.MDB2$4900.0%−$349Held
Qnity Electronics, Inc.Q4$4620.0%$135Cut−$7.21K
Snowflake Inc.SNOW3$4520.0%−$206Held
Liberty Media Corp Del5$4250.0%−$68Held
Insulet CorpPODD2$4200.0%−$148Held
Applovin CorpAPP1$3980.0%−$276Held
Builders FirstSource, Inc.BLDR4$3290.0%−$83Held
Docusign, Inc.DOCU6$2840.0%−$126Held
Doximity, Inc.DOCS11$2560.0%−$231Held
Dollar Tree, Inc.DLTR2$2190.0%New
Icon PlcICLR1$1110.0%−$71Held
Ares Management Corporation1$1090.0%−$53Held
Dxc Technology CoDXC6$750.0%−$13Held

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.