13F

Investor

Red Tortoise LLC

CIK 0001910488 · filed 2026-04-21 · SEC filing

13F book

$240.3M

Positions

590

19 new · 29 sold

Largest name

11.8%

Schwab Strategic Tr

Est. mark

$2.36M

Price effect on 568 names still held. Flow $2.82M.
NameTickerSharesValueWeightEst. markChange
Schwab Strategic Tr1.15M$28.4M11.8%$799.7KAdded$988.2K
Schwab Strategic Tr456.2K$22.3M9.3%$1.69MCut$1.63M
Ishares Tr18.9K$12.3M5.1%−$599.5KCut−$720.1K
Schwab Strategic Tr308.1K$10.2M4.2%$59.7KCut−$153.6K
Ishares Tr92.3K$8.36M3.5%$98.8KCut−$177.2K
Vanguard Scottsdale Fds139.5K$7.72M3.2%−$62.1KCut−$448.7K
Schwab Strategic Tr286.6K$7.35M3.1%−$368.8KAdded−$325.4K
Schwab Strategic Tr254.2K$7.08M2.9%$162.7KCut$111.8K
Ishares Tr30.1K$6.44M2.7%$99.8KAdded$121.4K
Schwab Strategic Tr265K$6.43M2.7%−$23KAdded$837K
Vanguard Index Fds28K$5.5M2.3%$142.3KCut$116.3K
Ishares Tr75.2K$5.28M2.2%$57.2KCut$39.9K
Ishares Tr25.2K$4.84M2.0%−$171.7KCut−$262.4K
Vanguard Tax-Managed Fds70.8K$4.54M1.9%$114.1KCut$106.9K
Vanguard Bd Index Fds61.2K$4.5M1.9%−$10.4KAdded$2.71M
Spdr Series Trust70.8K$4.01M1.7%−$16.3KAdded−$6.03K
Schwab Us Aggregate Bond148.4K$3.45M1.4%−$19.9KAdded$414.4K
Schwab Us Tips Etf122.8K$3.27M1.4%$14.7KCut$9.19K
Ishares Tr47K$3.22M1.3%$63KHeld
Ishares Tr7.84K$2.79M1.2%−$131.9KAdded−$129.4K
Ishares Inc39.9K$2.78M1.2%$100.9KCut$62.2K
Invesco Exch Traded Fd Tr Ii39.8K$2.78M1.2%$173.2KCut$140.7K
Schwab Strategic Tr98.3K$2.47M1.0%−$111.1KCut−$211.7K
Schwab Strategic Tr63.2K$2.42M1.0%$138.4KAdded$148K
Dimensional Etf Trust45.4K$2.39M1.0%$130.5KAdded$134.4K
Spdr Index Shs Fds48.9K$2.23M0.9%$81.2KAdded$91.7K
Vanguard Index Fds9.99K$2.17M0.9%$54KAdded$65.5K
Ishares Tr18.8K$2M0.8%−$3.71KCut−$45.9K
Vanguard Intl Equity Index F35.3K$1.91M0.8%$10.2KCut−$19K
Vanguard Mun Bd Fds37.9K$1.89M0.8%−$15.1KCut−$72.7K
Vanguard Whitehall Fds12.7K$1.88M0.8%$58.2KCut$262
Ishares Tr6.73K$1.67M0.7%$12.2KCut−$23.7K
Ishares Tr29.1K$1.65M0.7%$60.5KHeld
Dimensional Etf Trust23.2K$1.64M0.7%−$75.5KAdded−$74.3K
Flexshares Tr48.9K$1.55M0.6%$60.5KAdded$101.1K
Spdr Series Trust58K$1.53M0.6%−$9.88KCut−$55K
Agnico Eagle Mines LtdAEM7.27K$1.48M0.6%$243.1KHeld
Ishares Gold TrIAUM31.1K$1.45M0.6%$115.3KHeld
Apple Inc.AAPL5.72K$1.45M0.6%−$103.3KHeld
Vanguard Scottsdale Fds14K$1.4M0.6%$8.46KAdded$33.9K
Spdr S&P 500 Etf Tr2.06K$1.34M0.6%−$64.8KAdded−$64.2K
Vanguard Scottsdale Fds22.8K$1.34M0.6%−$4.34KAdded$2.22K
Ishares Tr13.7K$1.33M0.6%$15.1KCut$14.7K
Schwab Strategic Tr46.7K$1.27M0.5%$29.4KCut$27.6K
Vanguard Intl Equity Index F16.1K$1.21M0.5%$24.8KAdded$26.6K
Microsoft CorpMSFT3.22K$1.19M0.5%−$364.7KCut−$366.7K
Spdr Series Trust4.6K$1.17M0.5%$58.6KAdded$59.1K
Ishares Inc25K$1.13M0.5%$166.8KHeld
Ishares Tr11.1K$1.11M0.5%−$6.75KAdded$297
Schwab Strategic Tr37.7K$1.1M0.5%$22.6KAdded$22.7K
Amazon Com IncAMZN5.26K$1.1M0.5%−$118.6KCut−$121.8K
Schwab Strategic Tr33.2K$1.04M0.4%−$48.8KCut−$51.5K
Abrdn Silver Etf TrustSIVR14.3K$1.02M0.4%$56.8KHeld
Ishares Tr13.7K$1.01M0.4%−$14.4KHeld
Dimensional Etf Trust17.9K$865.3K0.4%$33.4KHeld
Alphabet Inc3.01K$863.3K0.4%−$80.1KAdded−$69.2K
Spdr Series Trust7.99K$755.8K0.3%$28.8KCut$13.4K
Invesco Exch Traded Fd Tr Ii27.1K$730.6K0.3%$29.9KCut$4.67K
Vaneck Etf Trust7.8K$686.4K0.3%$109.8KHeld
Ishares Tr5.29K$677.8K0.3%−$46.7KCut−$49.4K
Global X Fds13.8K$669.5K0.3%$75.6KAdded$102.7K
Ishares Tr7.23K$649.9K0.3%−$32.7KCut−$40.5K
Ishares Tr4.32K$629K0.3%$20.3KCut$16.6K
Ishares Tr7.97K$592.3K0.2%$23.4KHeld
Ishares Tr6.04K$576.7K0.2%−$51.7KCut−$55.2K
Vanguard Whitehall Fds6K$565.9K0.2%$25.2KAdded$29.6K
Ishares Tr3.65K$552.6K0.2%$37.4KAdded$38K
Nvidia CorpNVDA3.13K$545.3K0.2%−$37.6KAdded−$34.1K
Invesco Qqq Tr909$524.7K0.2%−$33.6KAdded−$33.1K
Vanguard Specialized Funds2.37K$510.6K0.2%−$11.2KAdded−$9.88K
Alphabet Inc1.72K$494.7K0.2%−$43.8KHeld
Ishares Tr17.5K$448.8K0.2%−$106Added$1.66K
Oracle Corp2.72K$400.1K0.2%−$130KHeld
Vanguard Index Fds1.2K$384.6K0.2%−$17.3KAdded−$16.4K
Vanguard Scottsdale Fds1.29K$382.1K0.2%−$18.2KAdded−$17.6K
Flexshares Tr3.78K$301.6K0.1%−$4.33KAdded−$3.54K
Vanguard World Fd812$291.5K0.1%−$28.2KCut−$30.9K
Ishares Tr888$278.7K0.1%−$8.13KCut−$9.42K
Vanguard Bd Index Fds3.29K$257.8K0.1%−$1.27KAdded$12.1K
Vanguard Index Fds424$253.4K0.1%−$12.3KAdded−$11.7K
Ishares Tr3K$235.3K0.1%$2.64KHeld
Applovin CorpAPP550$218.9K0.1%−$151.7KHeld
Dimensional Etf Trust5.05K$214.1K0.1%−$2.25KCut−$51.7K
Ishares Tr1.84K$203K0.1%$828Cut−$1.15K
Sprott Asset Management Lp5.6K$198.5K0.1%$13.6KHeld
Dimensional Etf Trust3.17K$198.3K0.1%$9.24KHeld
Dimensional Etf Trust4.76K$195.8K0.1%−$11.2KHeld
Dimensional Etf Trust2.69K$191.3K0.1%$3.93KHeld
Meta Platforms, Inc.META334$191.1K0.1%−$29.4KHeld
Broadcom Inc.AVGO598$185K0.1%−$22KAdded−$21.7K
Schwab Strategic Tr5.81K$184K0.1%$10.6KAdded$11.7K
Abrdn Etfs7.56K$183.7K0.1%$30.9KAdded$56.8K
Vanguard World Fd1.52K$183.1K0.1%−$19.2KAdded−$18.6K
Ishares Tr1.47K$182.7K0.1%$6.07KCut$1.26K
Berkshire Hathaway Inc Del376$180.2K0.1%−$8.82KHeld
Walmart Inc.WMT1.45K$180.1K0.1%$18.6KHeld
Ishares Tr3.48K$161.1K0.1%$2.72KHeld
Exxon Mobil Corp903$153.2K0.1%$44.5KAdded$44.7K
Ishares Tr791$150K0.1%$6.65KAdded$7.03K
Ishares Tr1.32K$148.9K0.1%−$13.4KHeld
Ishares Tr1.57K$147.9K0.1%−$3.64KAdded−$2.42K
Ishares Tr1.16K$144.6K0.1%$41.2KAdded$41.7K
Invesco Exchange Traded Fd T661$126.8K0.1%$201Added$777
Procter And Gamble CoPG867$125.3K0.1%$980Held
Schwab Strategic Tr3.84K$124.4K0.1%$3.52KCut−$8.08K
Visa Inc.V403$121.7K0.1%−$19.8KAdded−$19.5K
Jpmorgan Chase & Co.411$121K0.1%−$11.4KCut−$11.8K
Kla CorpKLAC79$116.2K0.0%$20.4KHeld
Vanguard Mun Bd Fds1.11K$111.4K0.0%−$1.02KAdded−$423
Johnson & JohnsonJNJ455$111.2K0.0%$17.1KHeld
Yum Brands IncYUM683$106.2K0.0%$2.87KHeld
Schwab Strategic Tr3.34K$102.5K0.0%$10.8KAdded$11.4K
Seritage Growth Pptys33.3K$93.6K0.0%New
First Cmnty Bankshares Inc V2.08K$86.2K0.0%$16.2KHeld
Netflix IncNFLX870$83.7K0.0%$2.08KHeld
At&T Inc2.8K$81.1K0.0%$11.6KHeld
Costco Whsl Corp New81$81.1K0.0%$11KHeld
Ishares Inc958$75.4K0.0%$5.73KHeld
Pimco Etf Tr1.43K$74.5K0.0%−$333Added$293
Lowes Cos Inc310$73.2K0.0%−$1.49KCut−$2.21K
Ishares Tr679$72.1K0.0%−$587Added−$268
Dimensional Etf Trust1.66K$70.5K0.0%$1.48KCut−$6.32K
Invitation Homes Inc.INVH2.75K$68.5K0.0%−$1.55KAdded$53.7K
Vanguard Whitehall Fds753$66.6K0.0%−$2.25KAdded−$1.81K
HCA Healthcare, Inc.HCA138$65.3K0.0%$880Cut−$4.72K
Consolidated Edison IncED554$62.7K0.0%$7.68KHeld
Invesco Exchange Traded Fd T829$62.3K0.0%$126Added$352
Flexshares Tr783$61.9K0.0%−$1.35KHeld
Cisco Sys Inc784$60.8K0.0%$440Held
Marathon Pete Corp249$60.8K0.0%$20.3KHeld
Salesforce, Inc.CRM310$57.9K0.0%−$24.2KCut−$27.9K
RTX CorpRTX296$57.1K0.0%$2.81KHeld
Shell Plc611$56.8K0.0%$11.9KAdded$12K
International Business Machs226$54.7K0.0%−$12.1KCut−$13K
Aerovironment IncAVAV274$50.2K0.0%−$16.1KHeld
Spdr Series Trust989$47.8K0.0%$1.41KAdded$1.6K
Automatic Data Processing In234$47.5K0.0%−$12.7KCut−$14.7K
Coca Cola CoKO573$43.6K0.0%$3.52KHeld
Vanguard Index Fds141$42.1K0.0%−$2.25KHeld
Echostar CorpECHO346$40.5K0.0%$2.9KHeld
Bank America Corp830$40.5K0.0%−$5.19KHeld
Agilent Technologies, Inc.A353$40.3K0.0%−$7.8KHeld
Amphenol Corp New300$37.9K0.0%−$2.64KHeld
American Homes 4 Rent1.33K$37.2K0.0%New
Vertiv Holdings CoVRT147$36.8K0.0%$13KHeld
Baker Hughes Company592$36.1K0.0%$9.18KHeld
Accenture Plc Ireland179$35.5K0.0%−$12.5KHeld
Invesco Exchange Traded Fd T390$33.7K0.0%$3.84KHeld
Yum China Hldgs Inc682$33.2K0.0%$709Held
Merck & Co., Inc.MRK267$32.1K0.0%$4.01KHeld
Philip Morris Intl Inc192$31.7K0.0%$949Held
Novartis Ag207$31.6K0.0%$3.08KHeld
NIKE, Inc.NKE596$31.5K0.0%−$6.49KHeld
GE Vernova Inc.GEV36$31.4K0.0%$7.9KHeld
Gilead Sciences, Inc.GILD224$31.2K0.0%$3.73KHeld
Select Sector Spdr Tr279$30.9K0.0%−$1.92KAdded−$1.81K
Advanced Micro Devices IncAMD149$30.3K0.0%−$1.6KHeld
Micron Technology IncMU88$29.7K0.0%$1.99KAdded$18.9K
Invesco Exchange Traded Fd T245$29.6K0.0%$1.06KHeld
Danaher Corporation153$29K0.0%−$6.02KHeld
Morgan Stanley176$29K0.0%−$2.22KHeld
Invesco Exchange Traded Fd T625$28.7K0.0%−$12Held
Innovator Etfs Trust521$28.5K0.0%$479Held
Texas Capital Funds Trust280$28.1K0.0%$5Held
CARRIER GLOBAL CorpCARR481$27.1K0.0%$1.67KHeld
Wells Fargo Co New336$26.7K0.0%−$4.57KHeld
Synchrony Financial392$26.7K0.0%−$6.01KAdded−$5.94K
Home Depot, Inc.HD81$26.5K0.0%−$1.17KHeld
Citigroup Inc233$26.4K0.0%−$764Held
Travelers Companies, Inc.TRV91$26.4K0.0%$147Held
Williams Sonoma IncWSM144$26.3K0.0%$539Held
Unilever Plc455$25.9K0.0%−$3.84KHeld
Unitedhealth Group IncUNH96$25.9K0.0%−$5.24KAdded−$2K
Allstate Corp124$25.8K0.0%$15Held
Evergy, Inc.EVRG312$25.6K0.0%$2.94KHeld
Global X Fds541$25.2K0.0%−$2.27KHeld
Analog Devices IncADI79$25.1K0.0%$3.71KHeld
Invesco Exch Traded Fd Tr Ii255$25.1K0.0%$436Held
Starbucks CorpSBUX276$24.7K0.0%$1.48KHeld
Fifth Third Bancorp525$24.4K0.0%−$78Added$13.9K
First Tr Exchange Traded Fd401$24.2K0.0%−$996Held
Expeditors Intl Wash Inc169$24.2K0.0%−$977Held
Tesla, Inc.TSLA65$24.2K0.0%−$5.07KHeld
Ishares Tr112$23.6K0.0%−$225Added−$14
Dbx Etf Tr721$23.4K0.0%$1.03KAdded$1.13K
Goldman Sachs Group Inc27$23K0.0%−$889Held
Trane Technologies PlcTT55$22.7K0.0%$1.13KAdded$1.55K
Hf Sinclair CorpDINO364$22.7K0.0%$5.94KHeld
Chevron Corp NewCVX109$22.6K0.0%$5.94KHeld
Vistra Corp.VST149$22.4K0.0%−$1.64KHeld
EXPAND ENERGY CorpEXE202$22.2K0.0%−$117Held
Pepsico IncPEP142$22.1K0.0%$1.67KHeld
General Dynamics CorpGD63$21.6K0.0%$413Held
Nrg Energy, Inc.NRG146$21.3K0.0%−$1.91KHeld
Ishares Inc521$21.3K0.0%−$401Held
Vanguard Bd Index Fds274$21.1K0.0%New
D R Horton Inc154$21.1K0.0%−$1.05KHeld
Ishares Tr171$20.3K0.0%$816Held
Bank New York Mellon Corp167$19.8K0.0%$424Held
StoneX Group Inc.SNEX244$19.7K0.0%−$2.36KAdded$4.17K
Huntington Bancshares Inc1.25K$19.5K0.0%−$2.1KAdded−$1.93K
C. H. Robinson Worldwide, Inc.CHRW117$19.4K0.0%$621Held
Blackrock Etf Trust192$19.3K0.0%$52Held
Lam Research CorpLRCX90$19.2K0.0%$3.82KHeld
Quanta Svcs Inc35$19.2K0.0%$4.44KHeld
Newmont Corp177$19.2K0.0%$1.49KHeld
Halliburton CoHAL488$19K0.0%$5.22KAdded$5.3K
Canadian Imperial Bank Of Co200$18.9K0.0%$828Held
Cornerstone Total Return Fd2.66K$18.5K0.0%−$2.82KHeld
Northrop Grumman Corp27$18.4K0.0%$3.02KHeld
Webster Finl Corp257$17.8K0.0%$1.67KHeld
Tjx Cos Inc New112$17.8K0.0%$559Added$718
Becton Dickinson & CoBDX112$17.6K0.0%−$4.13KHeld
Novo-Nordisk A S476$17.5K0.0%−$6.73KHeld
Linde PlcLIN35$17.4K0.0%$2.43KHeld
United Parcel Service IncUPS176$17.3K0.0%−$187Added$107
Cvs Health CorpCVS236$16.9K0.0%−$1.75KAdded−$1.61K
Eqt CorpEQT265$16.9K0.0%$2.66KHeld
Ishares Tr118$16.8K0.0%−$738Held
Verizon Communications IncVZ333$16.7K0.0%$2.34KAdded$6.66K
AbbVie Inc.ABBV75$16.3K0.0%−$825Held
Intel CorpINTC369$16.3K0.0%$2.01KAdded$6.03K
Transdigm Group IncTDG14$16.2K0.0%−$2.39KHeld
Ishares Tr669$16.2K0.0%−$265Added$1
Welltower Inc.WELL81$16K0.0%$981Held
Healthequity, Inc.HQY190$15.9K0.0%−$1.53KHeld
Ametek Inc/AME73$15.6K0.0%$660Held
Ge Aerospace55$15.6K0.0%−$1.34KHeld
Otis Worldwide CorpOTIS198$15.3K0.0%−$2.03KHeld
Vanguard Intl Equity Index F110$15.2K0.0%−$302Held
Royalty Pharma PLCRPRX317$15.2K0.0%$2.96KHeld
State Str Corp119$15.1K0.0%−$291Held
T-Mobile Us Inc71$14.9K0.0%$496Held
Nextera Energy Inc158$14.7K0.0%$1.99KHeld
Intercontinental Exchange In93$14.6K0.0%−$398Held
Duke Energy Corp New109$14.3K0.0%$1.5KHeld
First Horizon Corporation621$14.1K0.0%−$708Held
Medtronic PlcMDT162$14K0.0%−$1.52KHeld
Wabtec56$14K0.0%$2.04KHeld
Schwab Charles Corp148$13.9K0.0%−$878Held
Oreilly Automotive Inc150$13.8K0.0%$165Held
Eaton Corp PlcETN38$13.6K0.0%$1.49KHeld
Biogen Inc.BIIB74$13.6K0.0%$543Cut−$513
ConocophillipsCOP102$13.5K0.0%$3.92KHeld
Heico Corp New49$13.4K0.0%−$2.42KHeld
Shopify Inc.SHOP110$13K0.0%−$4.66KHeld
American Intl Group Inc173$13K0.0%−$1.78KHeld
Cme Group Inc.CME44$13K0.0%$979Held
Disney Walt Co134$12.9K0.0%−$2.33KHeld
Vanguard Index Fds49$12.8K0.0%$241Held
Hilton Worldwide Hldgs Inc42$12.8K0.0%$706Held
S&P Global Inc.SPGI30$12.7K0.0%−$2.89KHeld
Chubb Limited39$12.7K0.0%$538Held
Scholar Rock Hldg Corp256$12.6K0.0%$1.31KHeld
Equinix IncEQIX13$12.6K0.0%$2.78KHeld
Eversource EnergyES181$12.5K0.0%$353Held
Palo Alto Networks IncPANW78$12.5K0.0%−$1.86KHeld
Delta Air Lines Inc DelDAL188$12.5K0.0%−$576Added−$510
Edwards Lifesciences CorpEW155$12.4K0.0%−$802Held
Robinhood Mkts Inc178$12.3K0.0%−$7.8KHeld
Diamondback Energy, Inc.FANG61$12.1K0.0%$2.9KHeld
Caterpillar IncCAT17$12K0.0%$2.31KHeld
Landstar Sys Inc75$12K0.0%$1.24KHeld
NXP Semiconductors N.V.NXPI61$11.9K0.0%−$1.38KAdded−$1.18K
Idexx Labs Inc21$11.8K0.0%−$2.41KHeld
Iqvia Hldgs Inc69$11.8K0.0%−$3.79KHeld
Reliance, Inc.RS36$10.9K0.0%$542Held
F N B Corp654$10.9K0.0%−$248Held
Perimeter Solutions, Inc.PRM446$10.9K0.0%−$1.39KHeld
Invesco Ltd.IVZ446$10.8K0.0%−$883Held
M & T Bk Corp52$10.7K0.0%$272Held
Virtu Finl Inc244$10.7K0.0%$2.6KHeld
3M COMMM73$10.6K0.0%−$1.09KHeld
Polaris Inc.PII193$10.5K0.0%−$1.69KAdded−$1.53K
Cno Finl Group Inc255$10.5K0.0%−$360Held
Pinnacle West Cap Corp102$10.3K0.0%$1.23KHeld
Cnx Res Corp266$10.3K0.0%$473Held
Regions Financial Corp New391$10.2K0.0%−$383Held
Autozone IncAZO3$10.1K0.0%−$42Held
Canadian Pacific Kansas City129$10.1K0.0%$663Held
Cboe Global Mkts Inc36$10.1K0.0%$1.08KHeld
Horace Mann Educators Corp N235$10K0.0%−$822Held
West Pharmaceutical Svsc Inc40$10K0.0%−$980Held
Cadence Design System Inc36$10K0.0%−$1.25KHeld
First Indl Rlty Tr Inc172$9.95K0.0%$100Held
ServiceNow, Inc.NOW95$9.93K0.0%−$4.62KHeld
PBF Energy Inc.PBF208$9.9K0.0%$4.26KHeld
Antero Resources CorpAR233$9.89K0.0%$1.86KHeld
PROG Holdings, Inc.PRG345$9.88K0.0%−$284Added−$227
Generac Hldgs Inc50$9.77K0.0%$2.95KHeld
Elanco Animal Health IncELAN408$9.76K0.0%$530Held
Cognizant Technology Solutio159$9.76K0.0%−$3.44KHeld
Pfizer IncPFE346$9.72K0.0%$1.1KHeld
American Express CoAXP32$9.68K0.0%−$2.16KHeld
Lockheed Martin CorpLMT16$9.67K0.0%$1.93KHeld
Iron Mtn Inc Del94$9.6K0.0%$1.8KHeld
Brown & Brown, Inc.BRO147$9.59K0.0%−$2.13KHeld
Ishares Tr22$9.45K0.0%−$1.04KHeld
Assured Guaranty LtdAGO114$9.29K0.0%−$956Held
Dow Inc.DOW222$9.25K0.0%$4.06KHeld
Synopsys IncSNPS23$9.12K0.0%−$1.69KHeld
Mettler Toledo International Inc/MTD7$8.83K0.0%−$931Held
Cintas CorpCTAS52$8.79K0.0%−$985Held
American Elec Pwr Co Inc67$8.78K0.0%$1.06KHeld
Rollins IncROL163$8.71K0.0%−$1.08KHeld
Packaging Corp Amer41$8.7K0.0%$246Held
Atlantic Un Bankshares Corp243$8.69K0.0%$107Held
Zimmer Biomet Holdings, Inc.ZBH95$8.63K0.0%$72Held
Southstate Bk Corp93$8.6K0.0%−$148Held
Service Corp Intl103$8.5K0.0%$468Held
Atmos Energy CorpATO46$8.5K0.0%$786Held
Realty Income CorpO138$8.44K0.0%$664Held
Neogen CorpNEOG906$8.42K0.0%$2.08KHeld
Bristol-Myers Squibb Co138$8.37K0.0%$926Held
Lkq CorpLKQ284$8.34K0.0%−$236Held
Idex Corp44$8.34K0.0%$511Held
Entergy Corp New74$8.31K0.0%$1.48KHeld
L3harris Technologies Inc24$8.28K0.0%$1.24KHeld
Capital One Finl Corp45$8.27K0.0%−$2.69KHeld
Ventas, Inc.VTR100$8.18K0.0%$440Held
Freeport-Mcmoran IncFCX138$8.11K0.0%$1.1KHeld
Abbott LabsABT78$8.01K0.0%−$1.76KCut−$4.65K
Nasdaq, Inc.NDAQ93$7.89K0.0%−$1.14KHeld
Paychex IncPAYX85$7.83K0.0%−$1.7KHeld
Williams Cos Inc106$7.71K0.0%$1.34KHeld
Martin Marietta Matls Inc13$7.65K0.0%−$442Held
Green Plains Inc.GPRE465$7.65K0.0%$3.09KHeld
American Tower Corp New44$7.59K0.0%−$131Held
Xcel Energy Inc95$7.55K0.0%$530Held
Mcdonalds CorpMCD24$7.47K0.0%$124Held
Marsh & Mclennan Cos Inc43$7.46K0.0%−$519Held
Peabody Energy CorpBTU226$7.45K0.0%$735Held
Old Dominion Freight Line In38$7.42K0.0%$1.47KHeld
Microchip Technology Inc.114$7.37K0.0%$102Held
Boeing Co36$7.17K0.0%−$651Held
Bunge Global SaBG56$7.12K0.0%$2.13KHeld
Diodes Inc104$7.1K0.0%$1.97KHeld
TransunionTRU102$7.06K0.0%−$1.69KHeld
Ligand Pharmaceuticals Inc35$6.99K0.0%$371Held
Regeneron Pharmaceuticals, Inc.REGN9$6.95K0.0%$7Held
National Fuel Gas CoNFG74$6.95K0.0%$1.03KHeld
Relay Therapeutics, Inc.RLAY698$6.95K0.0%$1.04KHeld
Fastenal CoFAST148$6.87K0.0%$928Held
General Mtrs Co92$6.85K0.0%−$627Held
Roivant Sciences Ltd.ROIV241$6.68K0.0%$1.45KHeld
Hershey CoHSY32$6.65K0.0%$829Held
Kinder Morgan Inc Del198$6.64K0.0%$1.2KHeld
Arch Cap Group Ltd69$6.62K0.0%$5Held
Loews CorpL62$6.62K0.0%$89Held
Altria Group, Inc.MO100$6.6K0.0%$833Held
Armour Residential Reit Inc390$6.5K0.0%−$394Held
Charter Communications Inc N30$6.48K0.0%$213Held
Eli Lilly & CoLLY7$6.44K0.0%−$1.09KHeld
Pulte Group Inc54$6.35K0.0%$19Held
Marvell Technology, Inc.MRVL64$6.34K0.0%$900Held
Immunovant, Inc.IMVT242$6.01K0.0%−$141Held
Liberty Media Corp Del70$5.95K0.0%−$945Held
Ss&C Technologies Hldgs Inc87$5.88K0.0%−$1.73KHeld
Toll Brothers, Inc.TOL43$5.87K0.0%$54Held
Apogee Therapeutics, Inc.APGE69$5.81K0.0%$600Held
Eastman Chem Co76$5.8K0.0%$949Held
GoDaddy Inc.GDDY70$5.79K0.0%−$2.9KHeld
Under Armour Inc958$5.66K0.0%$901Held
First Ctzns Bancshares Inc D3$5.65K0.0%−$785Held
Johnson Ctls Intl Plc43$5.63K0.0%$482Held
Goldman Sachs Etf Tr45$5.63K0.0%−$326Held
CubesmartCUBE153$5.61K0.0%$91Held
Royal Gold IncRGLD22$5.6K0.0%$709Held
Comstock Res Inc265$5.59K0.0%−$557Held
FrontView REIT, Inc.FVR348$5.38K0.0%$248Held
Gartner IncIT34$5.38K0.0%−$3.19KHeld
Ford Mtr Co466$5.38K0.0%−$736Held
Lyondellbasell Industries N66$5.32K0.0%$2.46KHeld
Helmerich & Payne, Inc.HP147$5.3K0.0%$1.08KHeld
SoFi Technologies, Inc.SOFI328$5.21K0.0%−$3.38KHeld
Southwest Airls Co138$5.18K0.0%−$519Held
American Axle & Mfg Hldgs InDCH869$5.15K0.0%−$417Held
Extra Space Storage Inc.EXR39$5.11K0.0%$35Held
Laureate Education, Inc.LAUR146$5.09K0.0%$171Held
Iridium Communications Inc.IRDM181$5.02K0.0%$1.87KHeld
Masco Corp83$5.01K0.0%−$256Held
Us Bancorp Del96$4.99K0.0%−$130Held
Match Group Inc New162$4.97K0.0%−$114Added$2.65K
Jackson Financial Inc47$4.97K0.0%−$44Held
Chipotle Mexican Grill IncCMG150$4.8K0.0%−$748Held
Fidelity Natl Information Sv102$4.78K0.0%−$1.98KAdded−$1.93K
Urban Outfitters IncURBN75$4.75K0.0%−$894Held
Bank Marin BancorpBMRC185$4.74K0.0%−$70Held
Radian Group IncRDN143$4.73K0.0%−$417Held
Revvity, Inc.RVTY53$4.64K0.0%−$485Held
Vanguard Scottsdale Fds56$4.63K0.0%−$56Held
10x Genomics, Inc.TXG217$4.61K0.0%$1.07KHeld
Bio-Techne CorpTECH88$4.6K0.0%−$576Held
Enanta Pharmaceuticals IncENTA364$4.6K0.0%−$1.14KHeld
Eagle Matls Inc24$4.55K0.0%−$413Held
DoorDash, Inc.DASH30$4.5K0.0%−$2.29KHeld
Bread Financial Holdings Inc60$4.49K0.0%$51Held
Uber Technologies, IncUBER62$4.46K0.0%−$606Held
Renaissancere Hldgs Ltd15$4.46K0.0%$241Held
Sandisk CorpSNDK7$4.45K0.0%New
Comcast Corp New154$4.42K0.0%−$182Held
Pg&E Corp249$4.38K0.0%$374Held
Genworth Finl Inc538$4.37K0.0%−$489Held
Air Prods & Chems Inc15$4.36K0.0%$652Held
Constellation Brands, Inc.STZ29$4.35K0.0%$349Held
PagSeguro Digital Ltd.PAGS434$4.35K0.0%$165Held
Simon Ppty Group Inc New23$4.29K0.0%$32Held
Western Un Co489$4.27K0.0%−$284Held
Apollo Global Mgmt Inc38$4.23K0.0%−$1.27KHeld
Northern Tr Corp30$4.19K0.0%$89Held
Alexandria Real Estate Eq In90$4.18K0.0%−$227Held
Mechanics BancorpMCHB281$4.14K0.0%$34Held
Alpha Metallurgical Resour I20$4.11K0.0%$107Held
Amcor Plc Com New103$4.09K0.0%New
Qnity Electronics, Inc.Q35$4.04K0.0%$1.18KHeld
Siriusxm Holdings Inc174$4.02K0.0%$537Held
Carlisle Cos Inc12$4K0.0%$165Held
Costar Group, Inc.CSGP98$3.95K0.0%−$1.35KAdded$591
Industrial Logistics Pptys T692$3.93K0.0%$97Held
Scorpio Tankers Inc.STNG52$3.88K0.0%$1.24KHeld
Heritage Finl Corp Wash149$3.87K0.0%$350Held
Marten Trans Ltd295$3.87K0.0%$516Held
Waters Corp13$3.87K0.0%New
Wesbanco Inc112$3.86K0.0%$140Held
Stanley Black & Decker, Inc.SWK54$3.84K0.0%−$174Held
Markel Group Inc.MKL2$3.83K0.0%−$471Held
MSCI Inc.MSCI7$3.77K0.0%−$243Held
Kontoor Brands, Inc.KTB53$3.73K0.0%$484Cut$301
Republic Svcs Inc17$3.72K0.0%$120Held
Papa Johns Intl Inc114$3.69K0.0%New
Fastly, Inc.FSLY127$3.69K0.0%New
Texas Instrs Inc19$3.69K0.0%$393Held
CareTrust REIT, Inc.CTRE99$3.63K0.0%$48Held
Paccar IncPCAR31$3.58K0.0%$186Held
Akamai Technologies IncAKAM31$3.56K0.0%$855Held
Equity ResidentialEQR60$3.55K0.0%−$233Held
Davita Inc.DVA23$3.54K0.0%$922Held
Public Storage Oper Co13$3.52K0.0%$147Held
Epam Sys Inc26$3.52K0.0%−$1.81KHeld
Gentex CorpGNTX160$3.5K0.0%−$227Held
Public Svc Enterprise Grp In43$3.48K0.0%$28Held
Portillos Inc654$3.46K0.0%$491Held
Nordson CorpNDSN13$3.46K0.0%$333Held
Weyerhaeuser Co Mtn BeWY141$3.44K0.0%$105Held
Medical Pptys Trust IncMPT739$3.42K0.0%−$273Held
Timken CoTKR34$3.42K0.0%$559Held
Adient plcADNT169$3.42K0.0%$175Held
Oshkosh CorpOSK23$3.39K0.0%$497Held
Firstenergy CorpFE66$3.34K0.0%$389Held
Huntsman CorpHUN251$3.34K0.0%$831Held
Hologic Inc44$3.33K0.0%$48Held
XPO, Inc.XPO17$3.31K0.0%$997Held
Vici Pptys Inc121$3.31K0.0%−$97Held
Glacier Bancorp Inc New74$3.31K0.0%$46Held
Synaptics IncSYNA47$3.29K0.0%−$187Held
DuPont de Nemours, Inc.DD71$3.25K0.0%$398Held
Usana Health Sciences IncUSNA186$3.25K0.0%−$402Cut−$481
Livanova PlcLIVN51$3.24K0.0%$104Held
Allegiant Travel CoALGT40$3.24K0.0%−$169Held
Slm Corp151$3.23K0.0%−$853Held
Macerich CoMAC171$3.23K0.0%$75Held
Cigna GroupCI12$3.2K0.0%−$102Held
Allison Transmission Hldgs I27$3.16K0.0%$518Held
Essex Ppty Tr Inc13$3.15K0.0%−$256Held
Select Sector Spdr Tr19$3.15K0.0%$128Held
Pinterest, Inc.PINS169$3.1K0.0%New
Commercial Metals CoCMC50$3.07K0.0%−$389Held
Copart IncCPRT92$3.05K0.0%−$548Held
Molson Coors Beverage Co70$3.01K0.0%−$254Held
Trade Desk, Inc.TTD132$3K0.0%New
Veeva Sys Inc17$2.99K0.0%−$809Held
Magnera CorpMAGN314$2.99K0.0%−$1.77KHeld
Rpm Intl Inc30$2.98K0.0%−$138Held
Dicks Sporting Goods Inc15$2.97K0.0%$4Held
Millerknoll, Inc.MLKN203$2.94K0.0%−$776Held
Brighthouse Finl Inc49$2.93K0.0%−$241Held
Align Technology IncALGN17$2.91K0.0%$259Held
Prologis Inc.22$2.91K0.0%$99Held
Equifax IncEFX16$2.88K0.0%−$591Held
Lakeland Finl Corp50$2.87K0.0%$16Held
Highwoods Pptys Inc134$2.87K0.0%−$591Held
Trinity Inds Inc89$2.86K0.0%$511Held
Archer-Daniels-Midland CoADM39$2.83K0.0%$593Held
Qualcomm Inc22$2.83K0.0%New
First Bancorp N C50$2.82K0.0%$278Held
Deere & CoDE5$2.82K0.0%$489Held
Jacobs Solutions Inc.J22$2.8K0.0%−$114Held
Lennox Intl Inc6$2.79K0.0%−$128Held
Vanguard World Fd10$2.78K0.0%−$159Held
Standard Mtr Prods Inc80$2.78K0.0%−$169Held
Ball CorpBALL47$2.78K0.0%$288Held
CenterspaceCSR48$2.76K0.0%−$445Held
Lauder Estee Cos Inc37$2.67K0.0%−$1.21KHeld
Rocket Cos Inc185$2.64K0.0%−$946Held
Toro CoTTC28$2.62K0.0%$412Held
Avalonbay Cmntys Inc16$2.61K0.0%−$287Cut−$831
Sei Invts Co33$2.59K0.0%−$117Held
Newmarket CorpNEU4$2.56K0.0%−$185Held
Omnicom Group Inc.OMC34$2.56K0.0%New
BXP, Inc.BXP49$2.54K0.0%−$764Held
Community Healthcare Tr Inc160$2.54K0.0%−$85Held
Kilroy Rlty CorpKRC90$2.54K0.0%−$824Held
Boston Beer Co IncSAM11$2.53K0.0%$388Held
Baxter Intl Inc150$2.52K0.0%−$347Held
Dexcom IncDXCM40$2.51K0.0%−$143Held
Csx CorpCSX61$2.5K0.0%$293Held
Fuller H B CoFUL40$2.47K0.0%$89Held
Sanfilippo John B & Son IncJBSS31$2.46K0.0%$270Held
Crown Castle Inc.CCI30$2.44K0.0%−$227Held
Kenvue Inc.KVUE141$2.43K0.0%−$1Held
Fortune Brands Innovations I62$2.42K0.0%−$685Held
Oxford Inds Inc62$2.39K0.0%$268Held
Kinetik Holdings Inc.KNTK49$2.37K0.0%$606Held
First Solar, Inc.FSLR12$2.37K0.0%−$768Held
Taiwan Semiconductor Mfg Ltd7$2.37K0.0%$239Held
B & G Foods Inc NewBGS491$2.36K0.0%$251Held
Dine Brands Global, Inc.DIN89$2.33K0.0%−$525Held
Titan Machy Inc139$2.32K0.0%$233Held
Wiley John & Sons Inc61$2.32K0.0%$456Held
Franklin Templeton Etf Tr57$2.29K0.0%$137Held
UiPath, Inc.PATH205$2.28K0.0%New
Keysight Technologies, Inc.KEYS8$2.26K0.0%$633Held
Caleres IncCAL211$2.22K0.0%−$344Held
Crown Hldgs Inc22$2.21K0.0%−$59Held
Adobe Inc.ADBE9$2.19K0.0%New
Wp Carey Inc32$2.17K0.0%$115Held
Lucid Group, Inc.LCID226$2.15K0.0%New
Skyworks Solutions, Inc.SWKS40$2.14K0.0%−$345Added−$77
Bright Horizons Fam Sol In D26$2.13K0.0%−$501Held
Lineage, Inc.LINE65$2.13K0.0%−$146Held
Voya Financial Inc31$2.12K0.0%−$191Held
Marqeta, Inc.MQ517$2.11K0.0%−$347Held
Invesco Mortgage Capital Inc257$2.08K0.0%−$84Held
Norwegian Cruise Line Hldg L111$2.08K0.0%−$402Held
Prestige Consmr Healthcare I35$2.07K0.0%−$85Cut−$2.74K
Sba Communications Corp NewSBAC12$2.06K0.0%−$256Held
Ge Healthcare Technologies I29$2.06K0.0%−$315Held
Orchid Is Cap Inc289$2.03K0.0%−$49Held
Cooper Cos Inc28$2K0.0%−$293Cut−$375
lululemon athletica inc.LULU13$1.99K0.0%−$712Cut−$2.58K
Snowflake Inc.SNOW13$1.96K0.0%New
Mid-Amer Apt Cmntys Inc16$1.95K0.0%−$269Held
Broadridge Finl Solutions In12$1.95K0.0%−$728Held
Mfa Finl Inc202$1.94K0.0%$54Held
Columbus Mckinnon Corp N Y133$1.93K0.0%−$362Held
Hudson Technologies Inc328$1.93K0.0%−$318Held
Best Buy Co IncBBY30$1.93K0.0%−$82Held
Chemed Corp New5$1.89K0.0%−$250Held
Freshpet, Inc.FRPT32$1.89K0.0%−$63Held
First Fndtn Inc319$1.88K0.0%−$83Held
Vanguard Bd Index Fds27$1.88K0.0%−$6Held
ESAB CorpESAB19$1.84K0.0%−$286Held
Scotts Miracle-Gro CoSMG30$1.82K0.0%$73Held
Knight-Swift Transn Hldgs In31$1.78K0.0%$164Held
Everus Constr Group15$1.77K0.0%$488Held
Domo, Inc.DOMO566$1.73K0.0%New
Vanguard Index Fds6$1.72K0.0%−$18Held
Nkarta, Inc.NKTX801$1.69K0.0%$208Held
Whirlpool Corp31$1.67K0.0%−$564Held
Vail Resorts IncMTN13$1.67K0.0%−$58Held
Qorvo, Inc.QRVO21$1.63K0.0%−$150Held
Genuine Parts CoGPC15$1.59K0.0%−$258Held
Rayonier IncRYN76$1.57K0.0%New
Magnum Ice Cream Co Nv102$1.52K0.0%−$92Held
Global X Fds30$1.52K0.0%$90Held
Mccormick & Co Inc30$1.51K0.0%−$530Held
Shoe Carnival Inc97$1.51K0.0%−$125Held
Ameren CorpAEE13$1.43K0.0%$131Held
Spectrum Brands Hldgs Inc NeSPB18$1.33K0.0%$264Held
Rapid7, Inc.RPD238$1.31K0.0%−$2.31KHeld
Mdu Res Group Inc62$1.28K0.0%$75Held
Knife River CorpKNF15$1.23K0.0%$170Held
Ishares Tr10$1.15K0.0%$1Held
GXO Logistics, Inc.GXO17$8810.0%−$14Held
Paycom Software, Inc.PAYC7$8510.0%−$265Held
Mattel Inc57$8280.0%−$303Held
Phinia Inc.PHIN12$8210.0%$69Held
Keros Therapeutics, Inc.KROS56$6180.0%−$522Held
Amentum Holdings, Inc.AMTM23$6000.0%−$67Held
MasterBrand, Inc.MBC62$5150.0%−$169Held
Kyndryl Hldgs Inc29$3800.0%−$390Held
Park Hotels & Resorts Inc.PK34$3580.0%−$1Added$10
Versant Media Group, Inc.VSNT6$2220.0%New
Liberty Live Holdings Inc2$1880.0%$22Held
U Haul Holding Company3$1430.0%−$8Held
Enlivex Therapeutics LtdENLV150$1400.0%$35Held
Embecta Corp.EMBC15$1330.0%−$45Held
Ishares Tr0$310.0%Cut−$82
Fidelity Comwlth Tr0$300.0%Cut−$88
Ishares Tr0$20.0%Held

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.