13F

Investor

Rathbones Group PLC

CIK 0001351991 · filed 2026-02-06 · SEC filing

13F book

$25.3B

Positions

628

Largest name

6.7%

Microsoft Corp · MSFT

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT3.51M$1.7B6.7%Held
Alphabet Inc4.29M$1.34B5.3%Held
Amazon Com IncAMZN5.29M$1.22B4.8%Held
Visa Inc.V3.25M$1.14B4.5%Held
Nvidia CorpNVDA5.72M$1.07B4.2%Held
Jpmorgan Chase & Co.2.74M$882.1M3.5%Held
Apple Inc.AAPL3.15M$856.8M3.4%Held
Alphabet Inc1.71M$537.4M2.1%Held
Thermo Fisher Scientific Inc.TMO926.7K$537M2.1%Held
Berkshire Hathaway Inc Del991.9K$498.6M2.0%Held
Meta Platforms, Inc.META696.6K$459.8M1.8%Held
Eli Lilly & CoLLY392.2K$421.4M1.7%Held
Coca Cola CoKO5.93M$414.3M1.6%Held
Abbott LabsABT3.12M$390.5M1.5%Held
Amphenol Corp New2.84M$383.7M1.5%Held
Booking Holdings Inc.BKNG64.9K$347.6M1.4%Held
Crh Plc2.68M$334.7M1.3%Held
Broadcom Inc.AVGO966.4K$334.5M1.3%Held
S&P Global Inc.SPGI638K$333.4M1.3%Held
Taiwan Semiconductor Mfg Ltd1.02M$309.6M1.2%Held
Mastercard IncMA532.5K$304M1.2%Held
Cme Group Inc.CME999.5K$273M1.1%Held
Boston Scientific CorpBSX2.76M$263.1M1.0%Held
Linde PlcLIN608.1K$259.3M1.0%Held
Goldman Sachs Group Inc293.3K$257.8M1.0%Held
Intuitive Surgical IncISRG445.4K$252.2M1.0%Held
Marsh & Mclennan Cos Inc1.33M$247.1M1.0%Held
Accenture Plc Ireland906.6K$243.2M1.0%Held
Costco Whsl Corp New274.7K$236.8M0.9%Held
Shopify Inc.SHOP1.4M$225.6M0.9%Held
Procter And Gamble CoPG1.5M$214.9M0.9%Held
Home Depot, Inc.HD616.7K$212.2M0.8%Held
Cadence Design System Inc616.5K$192.7M0.8%Held
Intuit Inc.INTU289.8K$192M0.8%Held
Kkr & Co Inc1.5M$191.3M0.8%Held
Ferguson Enterprises Inc789K$175.7M0.7%Held
Equinix IncEQIX222K$170.1M0.7%Held
Salesforce, Inc.CRM603.6K$159.9M0.6%Held
Palo Alto Networks IncPANW857.6K$158M0.6%Held
Johnson & JohnsonJNJ762.8K$157.9M0.6%Held
Walmart Inc.WMT1.39M$154.5M0.6%Held
RTX CorpRTX824.7K$151.2M0.6%Held
Tjx Cos Inc New969.9K$149M0.6%Held
Deere & CoDE316.4K$147.3M0.6%Held
Oreilly Automotive Inc1.6M$146.3M0.6%Held
Adobe Inc.ADBE400.3K$140.1M0.6%Held
Canadian Pacific Kansas City1.73M$127.3M0.5%Held
Morgan Stanley705.4K$125.2M0.5%Held
Martin Marietta Matls Inc198.2K$123.4M0.5%Held
ServiceNow, Inc.NOW771.9K$118.3M0.5%Held
Waste Connections, Inc.WCN669.4K$117.4M0.5%Held
Rollins IncROL1.92M$115.3M0.5%Held
Chevron Corp NewCVX746.9K$113.8M0.5%Held
Cintas CorpCTAS585.2K$110.1M0.4%Held
Exxon Mobil Corp896.1K$107.8M0.4%Held
Aptiv PlcAPTV1.39M$105.9M0.4%Held
Uber Technologies, IncUBER1.27M$103.9M0.4%Held
Chubb Limited332.6K$103.8M0.4%Held
Liberty Media Corp Del1.05M$103M0.4%Held
Waste Mgmt Inc Del463.3K$101.8M0.4%Held
Us Bancorp Del1.9M$101.2M0.4%Held
Royal Caribbean Group355.4K$99.1M0.4%Held
Parker-Hannifin CorpPH112.7K$99.1M0.4%Held
Caterpillar IncCAT172.7K$98.9M0.4%Held
Lockheed Martin CorpLMT199.5K$96.5M0.4%Held
Intercontinental Exchange In590.1K$95.6M0.4%Held
Hdfc Bank LtdHDB2.59M$94.5M0.4%Held
Broadridge Finl Solutions In411.4K$91.8M0.4%Held
Freeport-Mcmoran IncFCX1.8M$91.3M0.4%Held
Cbre Group, Inc.CBRE545.9K$87.8M0.3%Held
Sherwin Williams CoSHW260.4K$84.4M0.3%Held
Honeywell Intl Inc430.5K$84M0.3%Held
Motorola Solutions, Inc.MSI218.6K$83.8M0.3%Held
American Tower Corp New474.2K$83.3M0.3%Held
Wec Energy Group, Inc.WEC787.5K$83.1M0.3%Held
Ecolab Inc.ECL305K$80.1M0.3%Held
Spdr Gold Tr199.5K$79.1M0.3%Held
Brown & Brown, Inc.BRO981K$78.2M0.3%Held
Netflix IncNFLX824.2K$77.3M0.3%Held
Stryker CorpSYK219.3K$77.1M0.3%Held
Idexx Labs Inc108.9K$73.7M0.3%Held
Disney Walt Co622.1K$70.8M0.3%Held
Guidewire Software, Inc.GWRE344.1K$69.2M0.3%Held
Vanguard Index Fds102.2K$64.1M0.3%Held
Ulta Beauty, Inc.ULTA103.2K$62.4M0.2%Held
Booz Allen Hamilton Hldg Cor728.5K$61.5M0.2%Held
Danaher Corporation265.5K$60.8M0.2%Held
BlackRock, Inc.BLK54.9K$58.8M0.2%Held
Royal Bk Cda325K$55.5M0.2%Held
Arm Holdings Plc500K$54.7M0.2%Held
Cameco CorpCCJ560.3K$51.4M0.2%Held
Spdr S&P 500 Etf Tr74.7K$50.9M0.2%Held
Bank America Corp915.5K$50.4M0.2%Held
Ge Aerospace159.9K$49.3M0.2%Held
Cooper Cos Inc599K$49.1M0.2%Held
Xylem Inc.XYL359.2K$48.9M0.2%Held
Zoetis Inc.ZTS375K$47.2M0.2%Held
GE Vernova Inc.GEV67.3K$44M0.2%Held
Texas Instrs Inc239.5K$41.5M0.2%Held
Tesla, Inc.TSLA89K$40M0.2%Held
Pepsico IncPEP242.7K$34.8M0.1%Held
Mondelez Intl Inc638.7K$34.4M0.1%Held
Otis Worldwide CorpOTIS391.2K$34.2M0.1%Held
Mckesson CorpMCK41.2K$33.8M0.1%Held
Magnum Ice Cream Co Nv2.08M$32.9M0.1%Held
Nextera Energy Inc377.7K$30.3M0.1%Held
Mercadolibre IncMELI15K$30.2M0.1%Held
Verisk Analytics, Inc.VRSK134.8K$30.2M0.1%Held
Johnson Ctls Intl Plc250.9K$30M0.1%Held
Ge Healthcare Technologies I365.3K$30M0.1%Held
Bjs Whsl Club Hldgs Inc328.6K$29.6M0.1%Held
Slb Limited/NvSLB718.4K$27.6M0.1%Held
Merck & Co., Inc.MRK260.5K$27.4M0.1%Held
STERIS plcSTE106.6K$27M0.1%Held
Applied Matls Inc104.1K$26.8M0.1%Held
Trane Technologies PlcTT68.6K$26.7M0.1%Held
Lauder Estee Cos Inc251.4K$26.3M0.1%Held
Axon Enterprise, Inc.AXON45.8K$26M0.1%Held
Autozone IncAZO7.44K$25.2M0.1%Held
Republic Svcs Inc115.7K$24.5M0.1%Held
Paychex IncPAYX202.5K$22.7M0.1%Held
Mcdonalds CorpMCD73.2K$22.4M0.1%Held
Advanced Drain Sys Inc Del152.2K$22M0.1%Held
Cisco Sys Inc279.7K$21.5M0.1%Held
Guardant Health, Inc.GH205.1K$21M0.1%Held
Verizon Communications IncVZ500.1K$20.4M0.1%Held
Citigroup Inc172.2K$20.1M0.1%Held
NIKE, Inc.NKE314.4K$20M0.1%Held
Spdr Series Trust336.6K$18.9M0.1%Held
Invesco Qqq Tr30.2K$18.6M0.1%Held
HCA Healthcare, Inc.HCA39.8K$18.6M0.1%Held
Autodesk, Inc.ADSK58.8K$17.4M0.1%Held
Veralto CorpVLTO174.2K$17.4M0.1%Held
Lesaka Technologies IncLSAK3.64M$17.4M0.1%Held
Vanguard Intl Equity Index F187.5K$17M0.1%Held
Colgate Palmolive CoCL214.5K$17M0.1%Held
Roper Technologies IncROP37K$16.5M0.1%Held
GXO Logistics, Inc.GXO294.6K$15.5M0.1%Held
Paypal Hldgs Inc264.3K$15.4M0.1%Held
Ishares Inc190.7K$15.4M0.1%Held
Ishares Tr350K$15.4M0.1%Held
AbbVie Inc.ABBV66.8K$15.3M0.1%Held
Public Storage Oper Co58.5K$15.2M0.1%Held
AecomACM157.3K$15M0.1%Held
Ha Sustainable Infra Cap Inc471.9K$14.8M0.1%Held
Unitedhealth Group IncUNH42.6K$14.1M0.1%Held
Vanguard Intl Equity Index F99.6K$14.1M0.1%Held
Ssga Active Tr436K$12.4M0.0%Held
Newmont Corp113.8K$11.4M0.0%Held
Pfizer IncPFE447.5K$11.1M0.0%Held
International Business Machs37.5K$11.1M0.0%Held
Schwab Charles Corp110K$11M0.0%Held
Wells Fargo Co New113.8K$10.6M0.0%Held
Vontier CorpVNT282.1K$10.5M0.0%Held
Ishares Tr99.8K$10.5M0.0%Held
Air Prods & Chems Inc41.8K$10.3M0.0%Held
Alibaba Group Hldg Ltd67.7K$9.92M0.0%Held
Agnico Eagle Mines LtdAEM57.9K$9.83M0.0%Held
Berkshire Hathaway Inc Del13$9.81M0.0%Held
Bank Nova Scotia Halifax131.1K$9.68M0.0%Held
Vanguard Intl Equity Index F176.4K$9.48M0.0%Held
Thomson Reuters Corp71.2K$9.41M0.0%Held
MSCI Inc.MSCI16.3K$9.38M0.0%Held
Canadian Imperial Bank Of Co100.2K$9.09M0.0%Held
Gallagher Arthur J & Co34.3K$8.89M0.0%Held
Oracle Corp44.5K$8.67M0.0%Held
Eaton Corp PlcETN26.7K$8.5M0.0%Held
Api Group CorpAPG211.9K$8.11M0.0%Held
Spotify Technology S.A.SPOT13.9K$8.09M0.0%Held
Dexcom IncDXCM119.9K$7.96M0.0%Held
Ishares Tr31.7K$7.81M0.0%Held
Ares Capital CorpARCC379.3K$7.67M0.0%Held
Sprott Asset Management Lp319.4K$7.55M0.0%Held
Vanguard Index Fds84K$7.43M0.0%Held
Bank New York Mellon Corp63K$7.32M0.0%Held
Ishares Tr131.1K$7.17M0.0%Held
First Tr Exch Trd Alphdx Fd105.3K$7.07M0.0%Held
Becton Dickinson & CoBDX35.8K$6.94M0.0%Held
Vanguard Scottsdale Fds69.4K$6.9M0.0%Held
Union Pac Corp29.8K$6.9M0.0%Held
Vanguard Bd Index Fds86.8K$6.84M0.0%Held
Owens Corning New60.8K$6.81M0.0%Held
Fedex CorpFDX23.5K$6.78M0.0%Held
Certara, Inc.CERT757K$6.67M0.0%Held
Ishares Tr58.8K$6.46M0.0%Held
Ishares Inc100.6K$6.45M0.0%Held
State Str Corp49.8K$6.42M0.0%Held
First Tr Exch Trd Alphdx Fd103.9K$6.38M0.0%Held
Novartis Ag46K$6.34M0.0%Held
Crowdstrike Hldgs Inc13.4K$6.27M0.0%Held
Marvell Technology, Inc.MRVL73.5K$6.25M0.0%Held
Electronic Arts Inc.EA30K$6.13M0.0%Held
Qualcomm Inc35.7K$6.1M0.0%Held
Innodata IncINOD119.4K$6.08M0.0%Held
Micron Technology IncMU20.7K$5.9M0.0%Held
Ballys Corporation350.2K$5.79M0.0%Held
Ishares Tr40.9K$5.78M0.0%Held
GoDaddy Inc.GDDY46.5K$5.77M0.0%Held
Ishares Tr86.2K$5.69M0.0%Held
Ishares Inc112.1K$5.66M0.0%Held
Banco Bilbao Vizcaya Argenta241.2K$5.62M0.0%Held
Philip Morris Intl Inc34.9K$5.6M0.0%Held
Lkq CorpLKQ182.5K$5.51M0.0%Held
Vanguard Intl Equity Index F64.6K$5.4M0.0%Held
Bank Montreal Que41.4K$5.38M0.0%Held
Ishares Tr7.79K$5.33M0.0%Held
Altria Group, Inc.MO91.6K$5.28M0.0%Held
First Tr Exchange Traded Fd34.4K$5.26M0.0%Held
Palantir Technologies Inc.PLTR29.2K$5.19M0.0%Held
Medtronic PlcMDT52.7K$5.07M0.0%Held
Sony Group Corp196.3K$5.02M0.0%Held
Ishares Tr25.2K$5.02M0.0%Held
Monolithic Pwr Sys Inc5.54K$5.02M0.0%Held
On Semiconductor CorpON92.3K$5M0.0%Held
Ishares Tr72.3K$4.85M0.0%Held
Northern Tr Corp34.9K$4.76M0.0%Held
Barrick Mng Corp107.2K$4.67M0.0%Held
Trimble Inc.TRMB58.3K$4.57M0.0%Held
International Paper Co114.2K$4.5M0.0%Held
Littelfuse Inc17.8K$4.49M0.0%Held
Invesco Ltd.IVZ170.5K$4.48M0.0%Held
Ishares Gold Tr54.4K$4.42M0.0%Held
Ishares Bitcoin Trust EtfIBIT88.4K$4.39M0.0%Held
Amgen IncAMGN13.4K$4.38M0.0%Held
Advanced Micro Devices IncAMD20.3K$4.35M0.0%Held
SentinelOne, Inc.S288.4K$4.33M0.0%Held
Dover CorpDOV22.1K$4.31M0.0%Held
Sysco CorpSYY58.2K$4.29M0.0%Held
Blackstone Inc.BX27.6K$4.25M0.0%Held
Emerson Elec Co32K$4.25M0.0%Held
Interparfums IncIPAR48.5K$4.11M0.0%Held
Intel CorpINTC111.5K$4.11M0.0%Held
Illinois Tool Wks Inc16K$3.93M0.0%Held
Diversified Energy CoDEC270.4K$3.91M0.0%Held
Csx CorpCSX107.7K$3.9M0.0%Held
Manulife Finl Corp106.8K$3.89M0.0%Held
Vanguard World Fd5.15K$3.88M0.0%Held
Ishares Tr27.4K$3.87M0.0%Held
Vanguard Bd Index Fds52.2K$3.87M0.0%Held
Spdr Series Trust119.8K$3.85M0.0%Held
Novo-Nordisk A S73.1K$3.72M0.0%Held
Vanguard Index Fds14.4K$3.72M0.0%Held
Take-Two Interactive Softwar14.3K$3.65M0.0%Held
First Tr Exchange Traded Fd50.4K$3.6M0.0%Held
Vanguard Scottsdale Fds44.8K$3.57M0.0%Held
Copart IncCPRT90K$3.52M0.0%Held
Generac Hldgs Inc25.7K$3.51M0.0%Held
American Express CoAXP9.42K$3.48M0.0%Held
Markel Group Inc.MKL1.56K$3.36M0.0%Held
Vanguard Index Fds9.95K$3.34M0.0%Held
Brookfield Infrast Partners95.7K$3.33M0.0%Held
Ishares Tr62.6K$3.31M0.0%Held
Nu Hldgs Ltd194.3K$3.25M0.0%Held
Pan Amern Silver Corp62.6K$3.24M0.0%Held
Brookfield Asset Managmt Ltd61.7K$3.24M0.0%Held
Workday, Inc.WDAY15K$3.22M0.0%Held
Ishares Tr24.4K$3.09M0.0%Held
Coeur Mng Inc173.3K$3.09M0.0%Held
Vanguard Scottsdale Fds36.8K$3.08M0.0%Held
Jones Lang Lasalle IncJLL9.05K$3.04M0.0%Held
Ishares Inc44.7K$3M0.0%Held
Smurfit Westrock PlcSW77.5K$3M0.0%Held
First Tr Exch Trd Alphdx Fd58.7K$2.99M0.0%Held
Toronto Dominion Bk Ont31.3K$2.95M0.0%Held
RadNet, Inc.RDNT41.3K$2.95M0.0%Held
Jackson Financial Inc27.5K$2.93M0.0%Held
Emera Inc58.7K$2.9M0.0%Held
Spdr Index Shs Fds41.3K$2.88M0.0%Held
Kimberly Clark CorpKMB28.1K$2.83M0.0%Held
Sea LtdSE22K$2.81M0.0%Held
Invesco Exch Traded Fd Tr Ii110.5K$2.64M0.0%Held
Moodys Corp5.15K$2.63M0.0%Held
Quanta Svcs Inc6.06K$2.56M0.0%Held
ConocophillipsCOP27K$2.53M0.0%Held
Eog Res Inc24K$2.52M0.0%Held
Airbnb, Inc.ABNB18.6K$2.52M0.0%Held
Strategy Inc16.4K$2.5M0.0%Held
Ishares Tr20.2K$2.49M0.0%Held
Ishares Tr25.5K$2.48M0.0%Held
Ishares Tr18K$2.47M0.0%Held
Microchip Technology Inc.37.9K$2.41M0.0%Held
Cohen & Steers Infrastructur99.3K$2.39M0.0%Held
Shell Plc31.9K$2.34M0.0%Held
Smith A O CorpAOS34.7K$2.32M0.0%Held
Ametek Inc/AME11.2K$2.29M0.0%Held
Endava PlcDAVA360.8K$2.28M0.0%Held
Carlisle Cos Inc7K$2.24M0.0%Held
At&T Inc89.7K$2.23M0.0%Held
Kraneshares Trust64.3K$2.19M0.0%Held
Ishares Tr23.3K$2.17M0.0%Held
ASP Isotopes Inc.ASPI399.6K$2.14M0.0%Held
Brookfield Corp46K$2.11M0.0%Held
United Therapeutics Corp Del4.28K$2.08M0.0%Held
Block Inc29.9K$1.95M0.0%Held
Wisdomtree Tr13.5K$1.94M0.0%Held
Boeing Co8.84K$1.92M0.0%Held
Biolife Solutions IncBLFS77.1K$1.86M0.0%Held
First Majestic Silver CorpAG111.5K$1.86M0.0%Held
Lowes Cos Inc7.49K$1.81M0.0%Held
Ptc Therapeutics, Inc.PTCT23.5K$1.79M0.0%Held
Wheaton Precious Metals Corp.WPM15.1K$1.78M0.0%Held
Arch Cap Group Ltd18.4K$1.76M0.0%Held
Bristol-Myers Squibb Co32.2K$1.73M0.0%Held
Ishares Tr14.3K$1.72M0.0%Held
Ishares Silver Tr26.4K$1.7M0.0%Held
Carnival Corp Ltd.CCL55.3K$1.69M0.0%Held
Proshares Tr32K$1.69M0.0%Held
Yum China Hldgs Inc35K$1.67M0.0%Held
XPO, Inc.XPO12.2K$1.66M0.0%Held
First Solar, Inc.FSLR6.23K$1.63M0.0%Held
Anglogold Ashanti PlcAU19K$1.63M0.0%Held
Keurig Dr Pepper Inc.KDP58K$1.62M0.0%Held
Snowflake Inc.SNOW7.29K$1.6M0.0%Held
Alamos Gold Inc NewAGI41.2K$1.59M0.0%Held
CAE IncCAE52K$1.58M0.0%Held
Ball CorpBALL29.9K$1.58M0.0%Held
Loews CorpL15K$1.58M0.0%Held
Nutrien Ltd.NTR25.5K$1.58M0.0%Held
Spdr Index Shs Fds24.3K$1.56M0.0%Held
Trade Desk, Inc.TTD41.1K$1.56M0.0%Held
Ishares Tr7.27K$1.54M0.0%Held
Ishares Tr14.9K$1.52M0.0%Held
Flutter Entmt Plc7.02K$1.51M0.0%Held
Indivior Plc42.1K$1.51M0.0%Held
Golar Lng LtdGLNG40K$1.49M0.0%Held
Edwards Lifesciences CorpEW16.7K$1.42M0.0%Held
First Tr Exch Trd Alphdx Fd36.9K$1.38M0.0%Held
Brown Forman Corp52.6K$1.37M0.0%Held
Manchester Utd Plc New82.6K$1.32M0.0%Held
Texas Pacific Land Corporati4.54K$1.31M0.0%Held
Ishares Tr19K$1.3M0.0%Held
lululemon athletica inc.LULU6.25K$1.3M0.0%Held
General Mls IncGIS27.5K$1.28M0.0%Held
Duolingo, Inc.DUOL7.25K$1.27M0.0%Held
First Tr Exch Trd Alphdx Fd46.1K$1.26M0.0%Held
Ishares Tr11.3K$1.25M0.0%Held
3M COMMM7.73K$1.24M0.0%Held
Vanguard World Fd4.25K$1.22M0.0%Held
Archer-Daniels-Midland CoADM21.1K$1.21M0.0%Held
Spdr Series Trust8.68K$1.21M0.0%Held
Solstice Advanced Matls Inc24.5K$1.19M0.0%Held
Kraft Heinz CoKHC48.9K$1.18M0.0%Held
Vanguard Index Fds6.16K$1.18M0.0%Held
Zimmer Biomet Holdings, Inc.ZBH12.9K$1.16M0.0%Held
Rio Tinto Plc14.3K$1.15M0.0%Held
Exact Sciences Corp11.1K$1.13M0.0%Held
Lam Research CorpLRCX6.57K$1.12M0.0%Held
Aon plcAON3.17K$1.12M0.0%Held
Coinbase Global, Inc.COIN4.94K$1.12M0.0%Held
Equinox Gold Corp.EQX79.2K$1.11M0.0%Held
Stanley Black & Decker, Inc.SWK15K$1.11M0.0%Held
Coupang, Inc.CPNG45.9K$1.08M0.0%Held
Uranium Energy CorpUEC90.9K$1.06M0.0%Held
Xenon Pharmaceuticals Inc.XENE23.7K$1.06M0.0%Held
Automatic Data Processing In4.03K$1.04M0.0%Held
First Tr Exchange Traded Fd7.91K$1.03M0.0%Held
Spdr Dow Jones Indl Average2.13K$1.03M0.0%Held
Vanguard Scottsdale Fds16.9K$1.01M0.0%Held
Bce Inc41.7K$995K0.0%Held
Ishares Tr23.7K$994.5K0.0%Held
Arista Networks, Inc.ANET7.42K$971.8K0.0%Held
Wisdomtree Tr20.6K$961.1K0.0%Held
Invesco Exch Traded Fd Tr Ii14.6K$957K0.0%Held
Amplify Etf Tr34.5K$956K0.0%Held
B2gold CorpBTG208.3K$939.5K0.0%Held
Nio Inc184K$938.3K0.0%Held
Limoneira CoLMNR73.4K$926.2K0.0%Held
Energy Fuels IncUUUU63.6K$925.3K0.0%Held
Sprott Fds Tr35.6K$897.3K0.0%Held
Canadian Nat Res Ltd26.3K$892.3K0.0%Held
Vanguard Intl Equity Index F12K$880K0.0%Held
AST SpaceMobile, Inc.ASTS11.8K$857.9K0.0%Held
Penumbra IncPEN2.75K$855K0.0%Held
Phillips 66PSX6.61K$852.3K0.0%Held
Ferrovial Se12.9K$841.6K0.0%Held
Global X Fds11.6K$831.1K0.0%Held
Invesco Exch Traded Fd Tr Ii32.2K$830.6K0.0%Held
Willis Towers Watson PlcWTW2.52K$827.7K0.0%Held
Spdr Series Trust2.57K$825.9K0.0%Held
Ishares Tr3.83K$822.5K0.0%Held
Tc Energy Corp14.9K$820.4K0.0%Held
Comcast Corp New27.4K$817.8K0.0%Held
Allstate Corp3.9K$810.7K0.0%Held
Timken CoTKR9.6K$807.6K0.0%Held
Ishares Tr14.9K$806.2K0.0%Held
Boise Cascade Co Del10.9K$805.3K0.0%Held
Sun Life Financial Inc.12.7K$794.8K0.0%Held
Starbucks CorpSBUX9.23K$777.3K0.0%Held
Biglari Hldgs Inc2.3K$764.6K0.0%Held
L3harris Technologies Inc2.6K$764.5K0.0%Held
Iren Limited20K$754.9K0.0%Held
Sophia Genetics SaSOPH160.1K$747.8K0.0%Held
Vaneck Etf Trust8.7K$746.5K0.0%Held
Occidental Pete Corp18K$741.6K0.0%Held
Prologis Inc.5.8K$740.4K0.0%Held
Transalta Corp57K$721.8K0.0%Held
Global X Fds8.55K$714.5K0.0%Held
Blackstone Secd Lending Fd27K$710.9K0.0%Held
Canadian Natl Ry Co7.16K$708.6K0.0%Held
Nordic American Tankers Limi205.9K$708.5K0.0%Held
Ingersoll Rand Inc.IR8.92K$706.9K0.0%Held
AstraZeneca PLCAZN7.54K$692.9K0.0%Held
First Tr Exchange-Traded Alp5.5K$692.7K0.0%Held
General Dynamics CorpGD2.05K$690.8K0.0%Held
Iamgold CorpIAG41.9K$690.8K0.0%Held
Dollar Gen Corp New5.2K$690K0.0%Held
Enbridge Inc14.4K$689.7K0.0%Held
Spdr S&P Midcap 400 Etf Tr1.14K$687.7K0.0%Held
Ishares Tr41.7K$685.6K0.0%Held
Ishares Tr2.27K$685.1K0.0%Held
Icon PlcICLR3.75K$683.3K0.0%Held
Ishares Tr6.36K$672.2K0.0%Held
Wd 40 CoWDFC3.38K$666.5K0.0%Held
Oramed Pharmaceuticals Inc.ORMP233K$664.1K0.0%Held
Ishares Tr3.33K$661.2K0.0%Held
Ppg Inds Inc6.42K$658K0.0%Held
Corning Inc7.38K$646.6K0.0%Held
Ferrari N.V.RACE1.75K$646.4K0.0%Held
Pimco High Income Fd131.4K$638.6K0.0%Held
Wisdomtree Tr8.99K$636.8K0.0%Held
Hecla Mng Co33K$633.3K0.0%Held
Surf Air Mobility Inc.SRFM322.3K$625.3K0.0%Held
Williams Cos Inc10.3K$620.3K0.0%Held
Live Nation Entertainment In4.2K$598.8K0.0%Held
Franco Nev Corp2.87K$595.7K0.0%Held
First Tr Exchange-Traded Fd15.5K$592.5K0.0%Held
Unilever Plc9K$588.7K0.0%Held
Ameriprise Finl Inc1.2K$588.4K0.0%Held
Albertsons Cos IncACI34K$583.8K0.0%Held
Grayscale Bitcoin Trust EtfGBTC8.33K$569.4K0.0%Held
Ishares Tr13.5K$565.8K0.0%Held
Vertex Pharmaceuticals Inc1.24K$564K0.0%Held
Robinhood Mkts Inc4.96K$561.4K0.0%Held
Imperial Oil LtdIMO6.48K$560.8K0.0%Held
Yum Brands IncYUM3.69K$559K0.0%Held
New York Life Investments Et16.6K$557.8K0.0%Held
APA CorpAPA22.6K$552.8K0.0%Held
Ishares Tr6.1K$545.7K0.0%Held
Super Group Sghc Limited44.6K$533.3K0.0%Held
Asml Holding N V491$525.3K0.0%Held
Drdgold Limited16.9K$523.8K0.0%Held
Ionq Inc11.5K$517.4K0.0%Held
SoFi Technologies, Inc.SOFI19.5K$511.7K0.0%Held
Legg Mason Etf Invt13.9K$510.6K0.0%Held
Ing Groep N.V.18.1K$506.8K0.0%Held
First Tr Exchange-Traded Fd8.43K$505.1K0.0%Held
Digital Turbine, Inc.APPS101K$505.1K0.0%Held
Xpeng Inc24.9K$504.1K0.0%Held
Ishares Tr19.6K$489.5K0.0%Held
Rocket Cos Inc25.1K$486.8K0.0%Held
Hp IncHPQ21.7K$484.2K0.0%Held
Fidelity Natl Information Sv7.22K$480.2K0.0%Held
Vanguard Tax-Managed Fds7.68K$479.8K0.0%Held
Cvs Health CorpCVS5.97K$473.7K0.0%Held
Spdr Series Trust3.88K$473.5K0.0%Held
Brookfield Business Partners13.4K$473K0.0%Held
Perpetua Resources Corp.PPTA19.4K$469.8K0.0%Held
Vanguard Index Fds2.23K$466.8K0.0%Held
Iqvia Hldgs Inc2.07K$466.6K0.0%Held
Weyerhaeuser Co Mtn BeWY19.6K$464.8K0.0%Held
Suncor Energy Inc New10.4K$464.4K0.0%Held
Vistra Corp.VST2.88K$464.3K0.0%Held
Transdigm Group IncTDG346$460.1K0.0%Held
Hewlett Packard Enterprise C19K$455.4K0.0%Held
Docusign, Inc.DOCU6.51K$445.6K0.0%Held
Vanguard Scottsdale Fds3.65K$444.4K0.0%Held
Ishares Tr5.5K$443.5K0.0%Held
Royal Gold IncRGLD1.98K$439K0.0%Held
Corteva, Inc.CTVA6.42K$430.5K0.0%Held
Vanguard Index Fds2K$423.6K0.0%Held
Tetra Tech Inc New12.6K$422K0.0%Held
Wisdomtree Tr4.7K$414K0.0%Held
Baker Hughes Company9.02K$410.7K0.0%Held
Sprott Inc.SII4.18K$409.9K0.0%Held
Baidu Inc3.12K$407.5K0.0%Held
Ares Management Corporation2.52K$406.8K0.0%Held
Mind Medicine Mindmed Inc30.2K$404.4K0.0%Held
Janus Henderson Group Plc8.48K$403.3K0.0%Held
Moderna, Inc.MRNA13.6K$400.6K0.0%Held
Kinder Morgan Inc Del14.4K$396.2K0.0%Held
Travelers Companies, Inc.TRV1.37K$396.2K0.0%Held
Starwood Ppty Tr Inc22K$396K0.0%Held
Ishares Tr4.99K$386.9K0.0%Held
First Tr Exchange-Traded Fd9.18K$384.3K0.0%Held
Ero Copper Corp.ERO13.3K$377.7K0.0%Held
Platinum Group Metals LtdPLG160K$377.6K0.0%Held
Ishares Inc3.18K$377.3K0.0%Held
Harmony Gold Mining Co Ltd18.6K$370.8K0.0%Held
Fortinet, Inc.FTNT4.59K$364.4K0.0%Held
Gilead Sciences, Inc.GILD2.96K$363.9K0.0%Held
Skyline Bldrs Group Hldg Ltd123.4K$362.8K0.0%Held
Illumina, Inc.ILMN2.69K$352.6K0.0%Held
Maxcyte, Inc.MXCT226.8K$351.6K0.0%Held
Analog Devices IncADI1.29K$351.2K0.0%Held
Ishares Tr1.66K$349.6K0.0%Held
Vaneck Etf Trust3.06K$348.7K0.0%Held
Ark Etf Tr4.52K$347.7K0.0%Held
Maxlinear, IncMXL19.4K$338.5K0.0%Held
Spdr Series Trust1.4K$338.5K0.0%Held
Kratos Defense & Sec Solutio4.42K$335.4K0.0%Held
Dell Technologies Inc.DELL2.65K$333.8K0.0%Held
Fastenal CoFAST8.18K$328.1K0.0%Held
Ecopetrol S.A.EC32.6K$327.2K0.0%Held
Vertical Aerospace Ltd61.3K$326.6K0.0%Held
Ishares Tr3.43K$322.1K0.0%Held
ImmunityBio, Inc.IBRX161.4K$319.6K0.0%Held
Stepan CoSCL6.65K$314.9K0.0%Held
Progressive Corp1.37K$312.2K0.0%Held
Hyatt Hotels CorpH1.93K$309.7K0.0%Held
Garmin LtdGRMN1.51K$305.9K0.0%Held
NexGen Energy Ltd.NXE33.1K$305.1K0.0%Held
Bowhead Specialty Hldgs Inc10.5K$299.7K0.0%Held
Orla Mng Ltd New21.9K$295.7K0.0%Held
Ebay IncEBAY3.32K$289K0.0%Held
Niocorp Devs Ltd54K$286.5K0.0%Held
American Intl Group Inc3.33K$284.8K0.0%Held
Marriott Intl Inc New913$283.2K0.0%Held
Roblox CorpRBLX3.48K$282.4K0.0%Held
Bp Plc8.04K$279.1K0.0%Held
Applovin CorpAPP414$279K0.0%Held
Bhp Group Ltd4.62K$278.7K0.0%Held
Archer Aviation Inc37K$278.1K0.0%Held
Albemarle Corp1.96K$277.2K0.0%Held
Viatris IncVTRS22.2K$276.2K0.0%Held
First Tr Exchange-Traded Alp2.32K$275.7K0.0%Held
Marathon Pete Corp1.66K$269.8K0.0%Held
Ishares Tr2.8K$269K0.0%Held
Ishares Tr1.8K$267.6K0.0%Held
Invesco Exchange Traded Fd T1.38K$264.7K0.0%Held
Ishares Tr2.2K$262.1K0.0%Held
Vertiv Holdings CoVRT1.61K$260.5K0.0%Held
Paccar IncPCAR2.37K$259.4K0.0%Held
Capital One Finl Corp1.06K$257.9K0.0%Held
Price T Rowe Group IncTROW2.5K$255.9K0.0%Held
Mesoblast Ltd14K$252.9K0.0%Held
Ishares Tr5.12K$252.4K0.0%Held
Topgolf Callaway Brands CorpCALY21.6K$252.3K0.0%Held
Te Connectivity PlcTEL1.09K$247.5K0.0%Held
American Wtr Wks Co Inc New1.89K$246.3K0.0%Held
Lightbridge CorpLTBR19.2K$243.1K0.0%Held
First Tr Exch Traded Fd Iii3.41K$242.2K0.0%Held
Sprott Fds Tr4.41K$242.1K0.0%Held
Oceaneering Intl Inc10K$240.3K0.0%Held
Vanguard Growth Etf490$239.1K0.0%Held
Apollo Global Mgmt Inc1.65K$238.9K0.0%Held
Select Sector Spdr Tr5.56K$237.2K0.0%Held
Ishares Tr627$234.1K0.0%Held
Petroleo Brasileiro Sa Petro20.5K$231K0.0%Held
Jazz Pharmaceuticals PlcJAZZ1.35K$229.3K0.0%Held
Teck Resources Ltd4.78K$229.2K0.0%Held
Amplify Etf Tr2.85K$229.1K0.0%Held
Synopsys IncSNPS487$228.8K0.0%Held
Ishares Tr2.33K$227.7K0.0%Held
Rogers Communications Inc6K$226.8K0.0%Held
Omnicom Group Inc.OMC2.8K$226.1K0.0%Held
Gsk Plc4.58K$224.6K0.0%Held
Sap Se919$223.2K0.0%Held
Ishares Tr2.55K$222.3K0.0%Held
Mccormick & Co Inc3.25K$221K0.0%Held
Mastec IncMTZ1.01K$220.6K0.0%Held
Etf Ser Solutions2K$218.8K0.0%Held
General Mtrs Co2.65K$215.3K0.0%Held
On Hldg Ag4.59K$213.3K0.0%Held
Exelixis, Inc.EXEL4.85K$212.4K0.0%Held
Ishares Tr2.21K$211.7K0.0%Held
Endeavour Silver CorpEXK22.1K$208.4K0.0%Held
PepGen Inc.PEPG32K$208.3K0.0%Held
First Tr Exchange Traded Fd1.22K$205K0.0%Held
Spdr Series Trust1.98K$204.6K0.0%Held
Global X Fds4.77K$204K0.0%Held
Solaredge Technologies, Inc.SEDG6.98K$201.3K0.0%Held
Select Sector Spdr Tr1.39K$200.4K0.0%Held
Denison Mines Corp.DNN75.3K$200.3K0.0%Held
Ishares Tr3.33K$200K0.0%Held
Sibanye Stillwater Ltd13.9K$198.6K0.0%Held
Kalvista Pharmaceuticals Inc12.3K$198.2K0.0%Held
Cadiz Inc34.9K$195.6K0.0%Held
Microvast Holdings, Inc.MVST67.5K$189K0.0%Held
Pimco Corporate & Incm Strg14.5K$185K0.0%Held
New Gold Inc Cda21.1K$183.6K0.0%Held
I-80 Gold Corp123.7K$181.5K0.0%Held
Vir Biotechnology, Inc.VIR28.6K$172.5K0.0%Held
Templeton Dragon Fd Inc15.2K$171.2K0.0%Held
Soho House & Co Inc18.4K$165.1K0.0%Held
Cipher Mining IncCIFR10.7K$158.6K0.0%Held
Montauk Renewables, Inc.MNTK92K$153.6K0.0%Held
GoldMining Inc.GLDG121.5K$151.9K0.0%Held
Templeton Emerging Mkts Inco23K$148.3K0.0%Held
Integra Res Corp33.6K$135.5K0.0%Held
Avino Silver & Gold Mines Lt21.1K$131.5K0.0%Held
Autolus Therapeutics PlcAUTL65K$129.3K0.0%Held
Spectral Ai Inc89.2K$126.6K0.0%Held
DHT Holdings, Inc.DHT10.3K$125.2K0.0%Held
Invesco Exch Traded Fd Tr Ii11K$123.6K0.0%Held
Gorilla Technology Group Inc10.6K$116K0.0%Held
Itau Unibanco Hldg S A15.9K$113.6K0.0%Held
Abrdn Total Dynamic Dividend11.4K$110.8K0.0%Held
Eastman Kodak CoKODK12.8K$108.3K0.0%Held
Sable Offshore Corp.SOC11.7K$105.3K0.0%Held
Vizsla Silver Corp.VZLA18.3K$100.5K0.0%Held
Hain Celestial Group IncHAIN88.3K$94.5K0.0%Held
Grab Holdings Limited18.4K$92K0.0%Held
Silvercorp Metals IncSVM10.6K$88.5K0.0%Held
Uranium Rty Corp25K$88.3K0.0%Held
Electra Battery Materials CorpELBM100.2K$81.1K0.0%Held
Morgan Stanley Emkt Dbt Fd I10K$73.9K0.0%Held
Western Copper & Gold CorpWRN27.4K$73.6K0.0%Held
Rocket Pharmaceuticals Inc20K$70.2K0.0%Held
T1 Energy Inc.TE10K$66.8K0.0%Held
Opendoor Technologies Inc11.1K$64.7K0.0%Held
BlackBerry LtdBB16.1K$61.2K0.0%Held
Plug Power IncPLUG30.5K$60.2K0.0%Held
Lineage Cell Therapeutics In35K$58.5K0.0%Held
Clover Health Investments Co23K$54K0.0%Held
Transocean Ltd.RIG12.6K$52.2K0.0%Held
Dolly Varden Silver Corp10.3K$45.2K0.0%Held
Recursion Pharmaceuticals In10.8K$44.1K0.0%Held
Iovance Biotherapeutics, Inc.IOVA12.9K$35.1K0.0%Held
New Found Gold Corp.NFGC11.5K$33.9K0.0%Held
Richtech Robotics Inc.RR10.3K$33.4K0.0%Held
Ur-Energy IncURG20K$27.4K0.0%Held
Blue Gold Ltd13.2K$25.4K0.0%Held
Strive Inc18K$13.3K0.0%Held
TRX GOLD CorpTRX14K$12.9K0.0%Held
authID Inc.AUID13K$11.4K0.0%Held
Mogo Inc10.3K$11.3K0.0%Held
Adaptimmune Therapeutics PlcADAPY432.8K$11.3K0.0%Held
Beyond Meat, Inc.BYND11.9K$9.8K0.0%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.