13F

Investor

Sankala Group LLC

CIK 0002113426 · filed 2026-03-31 · SEC filing

13F book

$122.5M

Positions

555

11 new · 26 sold

Largest name

6.0%

Ishares Tr

Est. mark

−$8.51M

Price effect on 544 names still held. Flow $5.88M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr144.7K$7.32M6.0%−$1.47KAdded$38.7K
Schwab Strategic Tr196.6K$4.76M3.9%−$44.5KAdded$29K
World Gold Tr52K$4.66M3.8%−$756.8KCut−$759.2K
Ishares Tr30.6K$4.62M3.8%−$170.6KAdded−$144.6K
Spdr Series Trust43.2K$4.06M3.3%−$178.1KAdded−$42.8K
Wisdomtree Tr72.9K$3.67M3.0%−$525Added$1.82M
Wisdomtree Tr34.1K$3.62M3.0%−$113.4KAdded$1.71M
Vanguard World Fd55.9K$3.6M2.9%−$259.9KAdded−$167.5K
Vanguard Index Fds5.9K$3.47M2.8%−$245.4KAdded−$201.2K
Ishares Tr284.3K$2.59M2.1%−$195.1KAdded−$143.3K
Ishares Inc33.6K$2.29M1.9%−$283KAdded−$281.6K
Ea Series Trust23.3K$2.11M1.7%$8.15KCut−$79.9K
Microsoft CorpMSFT5.61K$2.02M1.6%−$187KCut−$229.4K
Ishares Tr3.03K$1.95M1.6%−$139KAdded−$136.5K
Exchange Traded Concepts Tru55.3K$1.78M1.5%−$197KAdded−$161.3K
Ishares Gold TrIAUM36.8K$1.66M1.4%−$263.3KAdded−$218K
Ishares Inc55.2K$1.51M1.2%−$149.3KAdded−$118.1K
Alphabet Inc5.28K$1.47M1.2%−$179.8KAdded−$173.4K
Ishares Inc35.7K$1.37M1.1%−$208KAdded−$189.2K
Ishares Tr92.8K$1.3M1.1%−$143.7KAdded−$125.1K
Ishares Tr33.3K$1.29M1.1%−$180.7KAdded−$158.7K
Nvidia CorpNVDA7.59K$1.28M1.0%−$59.5KCut−$65.4K
Ishares Tr13.5K$1.19M1.0%−$136.6KCut−$141.1K
Apple Inc.AAPL4.62K$1.16M1.0%−$53.9KAdded−$40.8K
Ishares Tr18K$1.09M0.9%−$110.4KCut−$132K
Rayonier IncRYN43.7K$889.6K0.7%−$49.9KAdded−$39.1K
Vanguard World Fd3.63K$814K0.7%−$72.6KCut−$77K
Vaneck Etf Trust2.11K$799.9K0.7%−$51.9KAdded$43.9K
Vipshop Hldgs Ltd48.5K$782.6K0.6%−$61.1KAdded−$56.1K
Vanguard Tax-Managed Fds12.5K$780.4K0.6%−$95.8KAdded−$93K
Vanguard Scottsdale Fds7.45K$740.2K0.6%−$47.9KHeld
Amazon Com IncAMZN3.67K$737.2K0.6%−$32.2KAdded−$16.7K
Albemarle Corp4.03K$732.7K0.6%$12.7KCut−$154
Atkore Inc.ATKR12.2K$723.8K0.6%−$63.8KAdded−$49K
Spdr Series Trust9.29K$700.3K0.6%−$49.8KHeld
Ea Series Trust9.92K$670.4K0.5%−$55.7KCut−$58.2K
Ea Series Trust12.5K$648K0.5%−$22.8KAdded−$16.3K
Sprott Asset Management Lp18.7K$641.2K0.5%−$111.2KHeld
Taiwan Semiconductor Mfg Ltd1.95K$638.9K0.5%−$91.5KCut−$94.1K
Global X Fds17.6K$624K0.5%−$17KAdded$43.9K
Vanguard Scottsdale Fds10.3K$609.2K0.5%−$15.9KCut−$52.2K
Dollar Gen Corp New5.12K$607.6K0.5%−$192.5KCut−$194.3K
American Centy Etf Tr6.23K$606.9K0.5%−$74.2KAdded−$38.3K
Blue Bird CorpBLBD10.8K$603.1K0.5%−$24.8KAdded−$21.8K
Autozone IncAZO170$574.8K0.5%−$62.6KAdded−$52.4K
Blackstone Mtg Tr Inc29.2K$562K0.5%$293Held
Select Sector Spdr Tr3.85K$557.7K0.5%−$59.5KCut−$74.6K
Pan Pac Intl Hldgs Cor F44.9K$546.7K0.4%−$52.5KAdded−$38.7K
Pimco Etf Tr8.46K$539K0.4%−$39.6KCut−$40.8K
Ea Series Trust16K$533.1K0.4%−$53.1KAdded−$43.1K
Fidelity Wise Origin Bitcoin9.21K$532.2K0.4%$5.39KAdded$25.8K
Invesco Exch Traded Fd Tr Ii4.83K$509.6K0.4%−$242Cut−$1.72K
Ishares Tr10.1K$509.5K0.4%−$1.46KCut−$24.8K
Schwab Strategic Tr13.6K$507.9K0.4%−$40.3KCut−$41.1K
Pacer Fds Tr12.1K$504.9K0.4%−$36.3KAdded−$27.8K
Pacer Fds Tr15K$498.9K0.4%−$28.6KAdded$8.51K
Vanguard World Fd712$489.8K0.4%−$27KAdded−$20.9K
Pacer Fds Tr9.23K$489K0.4%−$37.6KAdded−$7.33K
Hershey CoHSY2.23K$480.4K0.4%−$46.3KAdded−$31.5K
Pacer Fds Tr18K$472.5K0.4%−$28.4KCut−$33.5K
Ishares Tr2.37K$447K0.4%−$21.6KHeld
AbbVie Inc.ABBV2.1K$445.9K0.4%−$42.6KHeld
Ishares Tr10.7K$442K0.4%−$34.9KHeld
Ishares Gold Tr5.12K$436.5K0.4%−$71.1KHeld
Spdr Series Trust8.31K$433.8K0.4%−$28.4KAdded$38.3K
Moderna, Inc.MRNA8.32K$426.8K0.3%−$18.4KAdded−$9.52K
Pacer Fds Tr9.55K$423.8K0.3%−$16.5KAdded−$8.32K
The Alger Etf Trust12.7K$407.3K0.3%−$21.5KAdded$73.9K
American Centy Etf Tr6.87K$406.2K0.3%−$43.4KAdded−$2.83K
Wisdomtree Tr7.42K$400.4K0.3%−$7.91KAdded$231.3K
Jpmorgan Chase & Co.1.38K$395.5K0.3%−$19.2KHeld
Fidelity Covington Trust1.92K$392.8K0.3%−$19.7KAdded$18.8K
Novo-Nordisk A S10.4K$378.3K0.3%−$12.1KAdded−$1.89K
Ea Series Trust9.3K$365.3K0.3%−$55.3KAdded−$53.8K
Ea Series Trust6.73K$363.7K0.3%−$56.4KAdded−$39K
Meta Platforms, Inc.META678$358.9K0.3%−$79.8KAdded−$75K
Invesco Exch Traded Fd Tr Ii3.21K$358.1K0.3%−$21.9KAdded$31K
Vanguard Intl Equity Index F6.7K$353.7K0.3%−$35.4KHeld
Spdr Series Trust7.39K$353.6K0.3%−$20KCut−$21.1K
Graincorp Limited Ordfclass A79K$348.2K0.3%$37KAdded$42.5K
Gilead Sciences, Inc.GILD2.54K$347.6K0.3%−$30.8KCut−$43.6K
General Mls IncGIS9.27K$340.9K0.3%−$78.3KCut−$142.1K
Grayscale Bitcoin Mini Tr Et11.4K$334.7K0.3%$2.85KAdded$72K
Invesco Exch Traded Fd Tr Ii6.13K$327.7K0.3%−$34.5KAdded$8.26K
Ishares Tr4.18K$324.8K0.3%−$16.4KCut−$497.7K
Vanguard Star Fds4.22K$317.8K0.3%−$36.2KHeld
Vanguard World Fd1.77K$313.3K0.3%$34.6KCut$33.5K
Vanguard Index Fds1.07K$306.8K0.3%−$22.2KAdded−$19.6K
Nomura Etf Tr6.79K$303.5K0.2%−$42.7KAdded$6.12K
Vanguard Malvern Fds5.99K$298.4K0.2%−$552Cut−$44.3K
Bitwise Bitcoin Etf Tr8.27K$297.7K0.2%$3.22KCut−$15.9K
Franklin Templeton Holdings4.86K$293.3K0.2%−$47.3KCut−$51.1K
Southern Copper Corp/SCCO1.77K$291.9K0.2%−$93.4KAdded−$86.7K
Ishares Silver Tr4.5K$288.8K0.2%−$72.9KAdded−$8.74K
Amtrust Finl Se 7.25pfd Due 06/15/55subj To Xtro Redemption17.4K$282.4K0.2%New
Vanguard Scottsdale Fds4.81K$281K0.2%−$2.74KAdded$7.43K
Broadcom Inc.AVGO910$276.2K0.2%−$14.5KCut−$94.1K
Schwab Strategic Tr8.69K$266.2K0.2%−$8.98KAdded$12.5K
Invesco Exchange Traded Fd T2.48K$263.3K0.2%−$21.5KAdded−$3.65K
Vanguard Whitehall Fds1.79K$262.8K0.2%−$14.4KHeld
Royal Gold IncRGLD1.09K$257.1K0.2%−$70.9KCut−$76K
Tidal Trust I7.01K$255.6K0.2%$4.45KAdded$75.2K
Ross Stores, Inc.ROST1.2K$255.4K0.2%$9.69KCut$2.91K
Ishares 0-3 Month2.49K$250.4K0.2%−$18Cut−$101.7K
Spdr Index Shs Fds5.71K$246.8K0.2%−$27.1KAdded$7.91K
Pacer Fds Tr3.92K$243.8K0.2%−$10.7KCut−$34.4K
Franco Nev Corp1.03K$242.4K0.2%−$47.4KAdded−$45.8K
American Centy Etf Tr2.2K$242.2K0.2%−$5.19KAdded$30K
Biontech SeBNTX2.69K$234.1K0.2%−$60.7KAdded−$52.5K
Vanguard World Fd864$231.8K0.2%−$23.5KCut−$25K
Ollies Bargain Outlet Hldgs2.56K$229.5K0.2%−$45.2KCut−$63.4K
Invesco Qqq Tr396$224.9K0.2%New
Invesco Exchange Traded Fd T2.96K$224.5K0.2%−$10.5KAdded$12.3K
Strategy Inc 9 Pfdpfd Ser A2.24K$223.5K0.2%New
Pacer Fds Tr7.96K$222.7K0.2%−$29.8KAdded−$16K
Select Sector Spdr Tr4.8K$221K0.2%−$8.14KHeld
Ishares Tr2.56K$220.3K0.2%−$12.3KAdded−$11.5K
Pacer Fds Tr8.09K$219.3K0.2%−$6.69KAdded$13.3K
Ge Aerospace760$215.6K0.2%−$44.5KHeld
Ishares Tr2.19K$206.7K0.2%−$23.6KHeld
Tidal Trust Iii4.32K$206.7K0.2%−$12.7KAdded−$2.8K
Colgate Palmolive CoCL2.4K$204.6K0.2%−$33.3KHeld
Intel CorpINTC4.6K$201.4K0.2%−$6.74KAdded$37K
GE Vernova Inc.GEV228$197.9K0.2%−$1.28KCut−$5.65K
Tidal Trust Iii4.89K$191.7K0.2%−$10.9KAdded$923
Ishares Tr1.69K$187.2K0.2%−$14.9KHeld
Amtrust Finl Ser 7.5pfd Due 09/15/55subj To Xtro Redemption11.3K$182.8K0.1%New
Spdr S&P 500 Etf Tr283$181.4K0.1%−$12.8KCut−$75.3K
Invesco Exchange Traded Fd T2.07K$180.5K0.1%−$9.51KAdded$6.94K
Ishares Tr1.59K$175.1K0.1%−$3.28KHeld
Vanguard World Fd552$171.6K0.1%−$17.1KHeld
Ishares Bitcoin Trust EtfIBIT4.54K$170.7K0.1%$1.79KHeld
Franklin Templeton Etf Tr4.24K$168.2K0.1%−$19.3KAdded$5.47K
Tidal Trust I6.66K$166.9K0.1%−$9.27KAdded$9.73K
Vanguard Index Fds556$163.6K0.1%−$11.6KHeld
Cme Group Inc.CME549$163.5K0.1%−$9.15KAdded$28.4K
PDD Holdings Inc.PDD1.57K$159.8K0.1%−$2.79KAdded$29.2K
Harbor Etf Trust4.06K$158.4K0.1%−$10KAdded$2.7K
Ishares Tr2.93K$156.8K0.1%−$19.6KHeld
Tjx Cos Inc New981$154.4K0.1%−$4.23KCut−$7.3K
Etf Ser Solutions4.5K$153.9K0.1%−$8.78KCut−$39.8K
Invesco Exch Traded Fd Tr Ii2.58K$152.8K0.1%−$9.11KAdded$20.7K
Grayscale Bitcoin Trust EtfGBTC2.91K$150.4K0.1%$1.46KHeld
Ishares Tr624$148.9K0.1%−$8.98KCut−$32K
Spdr Series Trust1.88K$146.8K0.1%−$10.4KHeld
Pepsico IncPEP959$146.3K0.1%−$16.5KCut−$27.4K
J P Morgan Exchange Traded F2.88K$145.7K0.1%−$643Added−$188
Spdr Index Shs Fds3K$145.4K0.1%−$15.8KAdded$5.1K
Alphabet Inc514$142.5K0.1%−$17.5KHeld
American Express CoAXP480$142K0.1%−$6.28KHeld
Houlihan Lokey, Inc.HLI990$139.7K0.1%−$22.4KCut−$29.6K
Matthews Intl Fds4.49K$137.3K0.1%−$17.1KCut−$28K
Spdr Series Trust1.49K$136.5K0.1%$15Cut−$535
Global X Fds5.16K$135.4K0.1%−$10.7KAdded−$5.17K
Netflix IncNFLX1.45K$135.3K0.1%−$3.83KHeld
Coeur Mng Inc7.84K$135.2K0.1%−$77.6KHeld
Pimco Equity Ser3.25K$133.8K0.1%−$6.16KAdded$28.7K
International Business Machs556$131.9K0.1%−$1.74KHeld
Tesla, Inc.TSLA351$128.9K0.1%−$8.85KAdded$27.9K
Northern Oil & Gas, Inc.NOG4.1K$126.4K0.1%$13.4KHeld
Invesco Exchange Traded Fd T2.8K$125.2K0.1%−$6.06KAdded$9.99K
Oreilly Automotive Inc1.34K$123.8K0.1%−$2.33KHeld
Kraneshares Trust8.2K$123K0.1%−$526Added$17.4K
Applied Matls Inc358$122.5K0.1%−$10.6KHeld
Paypal Hldgs Inc2.77K$121.6K0.1%−$5.07KAdded$16.9K
Xylem Inc.XYL950$118.2K0.1%−$2.44KAdded$56.7K
Eli Lilly & CoLLY129$114.9K0.1%−$20.8KHeld
Ishares Tr2.48K$114K0.1%−$15.5KCut−$20.8K
Icahn Enterprises Lp15K$114K0.1%−$6.23KAdded$5.17K
Tidal Trust Iii2.55K$106.4K0.1%−$6.54KAdded$28.1K
Mastercard IncMA218$105.5K0.1%−$7.3KHeld
Invesco Exchange Traded Fd T540$105.4K0.1%−$6KAdded$6.49K
Vertex Pharmaceuticals Inc233$103.7K0.1%−$12.1KHeld
Abrdn Platinum Etf TrustPPLT600$102.4K0.1%−$26.4KHeld
Parnassus Income Fds3.59K$97.9K0.1%−$3.9KAdded$48.2K
Vanguard Index Fds377$97.7K0.1%−$6.77KHeld
Ishares Tr232$96.7K0.1%−$7.72KHeld
Invesco Exch Traded Fd Tr Ii992$96.4K0.1%−$5.24KCut−$27.1K
Ishares Tr776$95.4K0.1%−$5.22KCut−$16.2K
Super Micro Computer Inc4.25K$93.7K0.1%−$43.6KAdded−$42.5K
Costco Whsl Corp New95$93.5K0.1%−$2.49KHeld
Ishares Tr1.78K$90.6K0.1%−$276Held
Chord Energy CorpCHRD614$89.4K0.1%$22.8KHeld
Deere & CoDE153$88.9K0.1%−$7.46KHeld
Tencent Hldgs Ltd F1.42K$88.3K0.1%−$5.38KCut−$8.8K
American Centy Etf Tr1.35K$88.3K0.1%−$11.4KAdded−$9.91K
Csx CorpCSX2.18K$87K0.1%−$6.15KHeld
Matthews Asia Fds2.27K$85.7K0.1%−$7.85KCut−$26K
Ishares Tr1.25K$83.4K0.1%−$5.78KHeld
Spdr S&P Midcap 400 Etf Tr132$80.9K0.1%−$5.59KHeld
Bank America Corp1.65K$79.1K0.1%−$3.37KHeld
First Tr Exch Trd Alphdx Fd1.75K$78.5K0.1%−$5.34KCut−$27.5K
American Centy Etf Tr1.41K$78.3K0.1%−$3.21KAdded$30.2K
Linde PlcLIN156$76.2K0.1%−$3.02KHeld
Waste Mgmt Inc Del331$75.5K0.1%−$4.08KHeld
Etf Ser Solutions703$74.6K0.1%−$4.01KAdded$29.1K
American Centy Etf Tr1.01K$72.6K0.1%New
Invesco Exchange Traded Fd T1.53K$72.4K0.1%−$3.63KCut−$4.62K
Salesforce, Inc.CRM401$72.3K0.1%−$5.85KHeld
Blackstone Secd Lending Fd3.02K$72K0.1%$24Held
Invesco Exch Traded Fd Tr Ii1.29K$71.5K0.1%$219Cut−$9.24K
Alibaba Group Hldg Ltd578$71.4K0.1%−$11.9KCut−$14.9K
Advanced Micro Devices IncAMD349$70.2K0.1%$355Cut−$846
Ishares Tr1.1K$69.2K0.1%−$2.78KAdded$31.1K
Agf Invts Tr4.9K$68.9K0.1%−$17Added$44.4K
Fortinet, Inc.FTNT864$68.3K0.1%$43Held
Berkshire Hathaway Inc Del142$67.3K0.1%−$4.4KHeld
Ishares Tr1.26K$64.4K0.1%−$4.69KAdded$231
Ishares Tr1.31K$61.3K0.1%−$7.7KCut−$20.3K
Sprott Fds Tr4.64K$61.1K0.1%−$3.9KHeld
Intercontinental Exchange In394$61K0.1%−$3.68KHeld
Exxon Mobil Corp356$60.6K0.0%$6.33KCut$2.52K
Schwab Strategic Tr2.62K$59K0.0%−$1.99KHeld
Murphy USA Inc.MUSA117$58.5K0.0%$12.6KHeld
Hercules Capital Inc4.13K$58K0.0%−$727Added$802
Republic Svcs Inc265$57.8K0.0%−$2.71KAdded−$306
Expedia Group, Inc.EXPE255$57.7K0.0%$2.8KHeld
Exchange Traded Concepts Tru3.04K$57.6K0.0%−$2.22KHeld
Pacer Fds Tr2.5K$57.6K0.0%−$6.84KCut−$14.4K
Global X Fds2.17K$57.4K0.0%−$5.68KAdded$5.71K
Davita Inc.DVA362$56.7K0.0%$142Added$2.81K
Home Depot, Inc.HD173$56.4K0.0%−$9.46KCut−$67.7K
Unitedhealth Group IncUNH216$56.2K0.0%−$6.79KAdded−$4.45K
Global X Fds998$55.8K0.0%−$6.39KCut−$8.01K
Invesco Exchange Traded Fd T1.17K$54.3K0.0%−$2.36KAdded−$2.04K
Ares Capital CorpARCC3.02K$53.8K0.0%−$1.27KAdded$25.4K
Main Str Cap Corp1.01K$53K0.0%−$2.2KAdded$24.2K
Global X Fds2.15K$52.6K0.0%−$2.84KCut−$6.24K
Pimco Dynamic Income Fd3.11K$51.8K0.0%−$4.08KAdded−$3.46K
Invesco Exchange Traded Fd T781$51.7K0.0%−$5.31KHeld
ServiceNow, Inc.NOW500$49.6K0.0%−$4.45KHeld
Ishares Tr884$49.1K0.0%−$6.21KHeld
SM Energy CoSM1.5K$49K0.0%$14.3KCut−$20.4K
Smucker J M Co500$48.4K0.0%−$9.01KAdded−$6.11K
Regeneron Pharmaceuticals, Inc.REGN64$48K0.0%−$2KCut−$2.78K
Dollar Tree, Inc.DLTR444$47.6K0.0%−$8.57KCut−$16.9K
Vanguard World Fd130$46.7K0.0%−$1.68KAdded$23.4K
Church & Dwight Co Inc487$46K0.0%−$4.81KAdded−$2.36K
New Fortress Energy Inc.NFE71.1K$45.6K0.0%−$27.4KAdded−$21K
Ishares Tr385$45.3K0.0%−$1.96KHeld
Grayscale Ethereum Trust Etf2.77K$45K0.0%$1.59KCut$131
Danaher Corporation240$44.1K0.0%−$6.46KHeld
Pacer Fds Tr826$43.2K0.0%−$2.99KCut−$33.5K
Blackrock Income Tr Inc4.1K$43K0.0%−$2.66KHeld
Dorman Prods Inc407$43K0.0%−$4.84KAdded−$4K
Columbia Etf Tr Ii783$42.3K0.0%−$7.54KHeld
Kraneshares Trust1.5K$42.2K0.0%−$4.41KCut−$9.01K
Lam Research CorpLRCX196$42.2K0.0%−$3.51KAdded−$925
Vertiv Holdings CoVRT164$41.7K0.0%−$122Held
MongoDB, Inc.MDB173$40.6K0.0%−$16.2KHeld
Oracle Corp287$40.4K0.0%−$1.3KAdded−$314
S&P Global Inc.SPGI98$40.1K0.0%−$3.24KHeld
Texas Instrs Inc206$39.5K0.0%−$4.19KHeld
Thermo Fisher Scientific Inc.TMO82$39.2K0.0%−$3.5KHeld
Strategic Ed Inc471$39K0.0%$225Added$2.21K
Invesco Exch Traded Fd Tr Ii1.51K$38.9K0.0%−$4.08KCut−$13.2K
Grayscale Ethereum Mini Tr E2.03K$38.5K0.0%$808Added$18.5K
Walmart Inc.WMT310$38.4K0.0%−$1.26KAdded$602
Grand Canyon Ed Inc223$37.4K0.0%$1.84KAdded$3.85K
Fluence Energy, Inc.FLNC2.56K$37.3K0.0%−$2.38KHeld
Marriott Intl Inc New114$36.6K0.0%−$2.4KHeld
Ishares Tr391$36K0.0%−$1.93KAdded$15.7K
Cf Inds Hldgs Inc266$35.7K0.0%$9.24KHeld
Alps Etf Tr642$35.4K0.0%−$1.76KAdded$11K
General Mtrs Co473$35.1K0.0%−$2.13KHeld
Realty Income CorpO572$35K0.0%−$3.35KHeld
Invesco Exchange Traded Fd T293$34.4K0.0%−$1.27KCut−$11.6K
Marsh & Mclennan Cos Inc199$34.4K0.0%−$2.78KHeld
Abrdn Silver Etf TrustSIVR496$33.4K0.0%−$10.8KHeld
Baidu Inc306$33.4K0.0%−$4.66KCut−$12.4K
Ishares Tr159$33.3K0.0%−$2.02KHeld
Advisorshares Tr12.2K$32.5K0.0%−$4.04KHeld
Blackstone Inc.BX294$32.3K0.0%−$1.06KHeld
Denison Mines Corp.DNN9.13K$31.7K0.0%−$5.29KAdded$370
Arista Networks, Inc.ANET251$30.9K0.0%−$2.1KAdded$4.17K
Franklin Templeton Etf Tr770$30.5K0.0%−$6.3KAdded−$2.14K
Shopify Inc.SHOP272$30.4K0.0%−$2.47KHeld
Lattice Semiconductor CorpLSCC325$30.3K0.0%−$753Held
Ishares Tr298$29.7K0.0%−$2.08KHeld
Lowes Cos Inc125$29.3K0.0%−$3.74KHeld
Invesco Exch Traded Fd Tr Ii1.08K$29.2K0.0%−$1.28KCut−$5.34K
B And M European Valueunsp Adr3.51K$29.2K0.0%−$6.68KCut−$9.36K
Asml Holding N V22$29.2K0.0%−$2.75KCut−$8.55K
Procter And Gamble CoPG199$28.5K0.0%−$4.8KCut−$5.97K
First Tr Exchange Traded Fd256$28.4K0.0%−$1.82KHeld
Ishares Inc366$28.2K0.0%−$3.9KHeld
Kla CorpKLAC19$28K0.0%−$1.01KHeld
Merck & Co., Inc.MRK229$27.7K0.0%−$698Held
Ball CorpBALL448$26.9K0.0%−$3.14KHeld
Gmo Etf Trust752$26.8K0.0%−$1.26KAdded$10.9K
Cameco CorpCCJ250$26.2K0.0%−$3.36KHeld
Ishares Tr200$26.2K0.0%−$1.81KHeld
Enphase Energy, Inc.ENPH662$25.8K0.0%−$2.21KHeld
Intuit Inc.INTU61$25.3K0.0%$395Held
Seneca Foods Corp New168$25.1K0.0%$1.67KAdded$3.01K
Workday, Inc.WDAY194$25K0.0%−$469Added$12K
Cvs Health CorpCVS350$24.9K0.0%−$3.05KHeld
Ea Series Trust1.03K$24.7K0.0%−$76Added$3.55K
Bitwise Ethereum EtfETHW1.71K$24.5K0.0%$890Cut−$11.3K
Federated Hermes Etf Trust900$23.4K0.0%$120Added$4.41K
Archer-Daniels-Midland CoADM313$23.1K0.0%$1.5KCut−$9.96K
Ameriprise Finl Inc51$22.6K0.0%−$1.39KHeld
Ishares Tr90$22.1K0.0%New
Stryker CorpSYK66$21.7K0.0%−$3.86KHeld
NIKE, Inc.NKE416$21.5K0.0%−$4.36KHeld
Adobe Inc.ADBE90$21.1K0.0%−$2.47KHeld
Synopsys IncSNPS54$21.1K0.0%−$1.27KHeld
New York Life Investments Et570$20.8K0.0%−$1.63KCut−$1.9K
Ishares Tr375$20.7K0.0%−$1.44KHeld
Peloton Interactive, Inc.PTON5K$20.6K0.0%$543Held
Ferguson Enterprises Inc91$20.5K0.0%−$3.25KHeld
Rbb Fd Inc408$20.4K0.0%$53Held
Owens Corning New190$20.2K0.0%−$2.94KHeld
Pacer Fds Tr908$19.9K0.0%−$1.1KAdded$5.42K
Verisk Analytics, Inc.VRSK106$19.4K0.0%−$2.56KHeld
Roche Hldgs Ag Basel386$18.9K0.0%−$4.09KHeld
Ishares Tr106$18.9K0.0%−$1.22KCut−$6.92K
Ebay IncEBAY209$18.6K0.0%−$351Added$894
Vaneck Etf Trust216$18.5K0.0%−$5.46KAdded−$2.54K
Omnicom Group Inc.OMC245$18.4K0.0%−$2.52KHeld
Spdr Series Trust150$18.3K0.0%−$814Held
Kinross Gold Corp637$18.3K0.0%−$5.29KHeld
Snap-on IncSNA50$18.1K0.0%−$1.13KHeld
Synchrony Financial270$17.9K0.0%−$802Held
First Tr Exchange Traded Fd657$17.5K0.0%−$1.91KCut−$8.23K
United Airls Hldgs Inc188$17.2K0.0%−$2.82KHeld
Ge Healthcare Technologies I244$17K0.0%−$3.53KHeld
Ishares Tr174$16.8K0.0%−$737Added$5.24K
Sherwin Williams CoSHW52$16.6K0.0%−$2.23KHeld
AST SpaceMobile, Inc.ASTS193$15.9K0.0%$642Held
Ishares Ethereum Tr1.05K$15.8K0.0%$593Held
Monro, Inc.MNRO1.01K$15.5K0.0%−$5.82KAdded−$4.67K
Brown & Brown, Inc.BRO234$15.1K0.0%−$1.66KHeld
Nutrien Ltd.NTR201$15K0.0%−$41Held
Ishares Inc264$14.9K0.0%−$1.56KAdded−$940
Duke Energy Corp New112$14.7K0.0%$19Held
Micron Technology IncMU40$14.6K0.0%−$1.9KHeld
Cigna GroupCI54$14.4K0.0%−$1.23KHeld
Zurn Elkay Water Solns Corp300$14.4K0.0%−$452Added$6.74K
Alimentation Couche-Tard Inc256$14.4K0.0%−$1.25KCut−$10.1K
Visa Inc.V47$13.9K0.0%−$1.16KHeld
United Therapeutics Corp Del26$13.9K0.0%$764Held
Invesco Exchange Traded Fd T119$13.9K0.0%−$1.89KCut−$13.8K
Metlife Inc200$13.7K0.0%−$689Held
Ishares Tr93$13.3K0.0%−$890Held
Northrop Grumman Corp19$13.1K0.0%−$700Held
Chevron Corp NewCVX61$12.9K0.0%$1.54KHeld
Cytokinetics IncCYTK201$12.8K0.0%$266Held
Global X Fds267$12.6K0.0%−$1.92KHeld
Sysco CorpSYY150$12.4K0.0%−$1.31KHeld
Ishares Tr91$12.3K0.0%−$411Held
Vaneck Etf Trust67$12.3K0.0%−$988Cut−$4.75K
Perpetua Resources Corp.PPTA465$12.2K0.0%−$4.92KHeld
Parnassus Income Fds495$12.2K0.0%−$1.06KCut−$1.73K
Fedex CorpFDX35$12.1K0.0%−$1.41KHeld
Fidelity Covington Trust174$12.1K0.0%−$1.22KCut−$2.97K
Allstate Corp58$12K0.0%−$465Held
Autodesk, Inc.ADSK51$11.9K0.0%−$670Held
Schwab Strategic Tr258$11.8K0.0%−$1.3KHeld
Ww Grainger Inc11$11.7K0.0%−$886Held
Ishares Tr197$11.6K0.0%−$1.45KHeld
Nextpower Inc.NXT95$11.6K0.0%$1.61KHeld
Select Sector Spdr Tr88$11.6K0.0%−$664Cut−$6.78K
Boston Scientific CorpBSX166$11.5K0.0%−$1.25KHeld
EXPAND ENERGY CorpEXE101$11.5K0.0%$577Held
Ishares Inc252$11.4K0.0%−$309Added$144
Fiserv IncFISV211$11.4K0.0%−$1.78KHeld
Wisdomtree Tr331$11.4K0.0%−$235Added$5.36K
Ishares Tr163$11.3K0.0%−$715Held
Vanguard Index Fds52$11.2K0.0%−$435Added$4.3K
Nushares Etf Tr125$11.1K0.0%−$774Held
Veeco Instrs Inc Del304$10.8K0.0%$1.55KHeld
Veolia Environment Adr580$10.7K0.0%New
Scorpio Tankers Inc.STNG142$10.7K0.0%−$523Held
Charter Communications Inc N48$10.4K0.0%−$862Held
Spdr Gold Tr25$10.4K0.0%−$1.7KHeld
Bunge Global SaBG80$10.4K0.0%$726Held
First Tr Exchange-Traded Fd101$10.4K0.0%−$1.19KHeld
Vaxcyte, Inc.PCVX186$10.1K0.0%−$1.35KHeld
Coinbase Global, Inc.COIN62$10.1K0.0%−$822Held
Alamos Gold Inc NewAGI235$9.93K0.0%−$2.8KHeld
First Solar, Inc.FSLR50$9.71K0.0%−$152Held
Becton Dickinson & CoBDX62$9.7K0.0%−$1.24KHeld
Huntington Ingalls Inds Inc25$9.68K0.0%−$1.43KHeld
Belive Hldgs3.33K$9.67K0.0%−$966Held
Idacorp IncIDA68$9.6K0.0%−$195Held
International Seaways, Inc.INSW135$9.58K0.0%−$621Held
Consolidated Edison IncED85$9.51K0.0%−$59Held
Profesionally Managed Portfo182$9.39K0.0%−$824Held
Kenvue Inc.KVUE529$9.33K0.0%−$774Held
Royalty Pharma PLCRPRX197$9.3K0.0%$200Held
Ishares Tr200$9.24K0.0%−$966Held
Oklo Inc.OKLO175$9.11K0.0%−$1.91KHeld
Canadian Pacific Kansas City115$9.09K0.0%−$986Held
Argan IncAGX16$8.97K0.0%$1.75KHeld
Mondelez Intl Inc152$8.89K0.0%−$470Held
Qualcomm Inc68$8.78K0.0%−$716Added$1.22K
Palo Alto Networks IncPANW59$8.76K0.0%−$30Held
Invesco Exch Traded Fd Tr Ii223$8.67K0.0%−$561Cut−$644
Grayscale Coindesk Crypto284$8.64K0.0%$116Held
Omega Healthcare Invs Inc184$8.28K0.0%−$606Held
Pacer Fds Tr135$8.25K0.0%−$271Cut−$3.87K
Comcast Corp New285$8.15K0.0%−$674Held
Ishares Tr272$8.02K0.0%New
Flex LNG Ltd.FLNG256$7.7K0.0%$704Held
Caledonia Mng Corp Plc336$7.45K0.0%−$3.22KHeld
Anglogold Ashanti PlcAU84$7.45K0.0%−$3.29KHeld
Palantir Technologies Inc.PLTR51$7.38K0.0%$388Held
Rbb Fd Inc152$7.34K0.0%−$54Held
Select Sector Spdr Tr89$7.32K0.0%−$697Held
United Parcel Service IncUPS75$7.18K0.0%−$1.51KHeld
Solaredge Technologies, Inc.SEDG139$7.17K0.0%$2.25KHeld
Axon Enterprise, Inc.AXON16$6.99K0.0%−$1.69KHeld
Embla Medical Hf Ordf1.7K$6.82K0.0%−$1.29KHeld
Sprott Fds Tr201$6.76K0.0%−$2.07KHeld
Morgan Stanley42$6.73K0.0%−$267Held
D R Horton Inc49$6.67K0.0%−$1.19KHeld
L3harris Technologies Inc19$6.62K0.0%−$309Held
Johnson & JohnsonJNJ27$6.59K0.0%−$170Held
American Elec Pwr Co Inc50$6.53K0.0%−$157Held
Boeing Co34$6.51K0.0%−$1.23KHeld
Kodiak Gas Svcs Inc105$6.21K0.0%$484Held
Ishares Tr84$6.16K0.0%−$731Cut−$10.5K
Hologic Inc81$6.12K0.0%$20Held
Protagonist Therapeutics, IncPTGX60$6.07K0.0%$547Held
Kulicke & Soffa Inds Inc93$6.02K0.0%−$466Held
Qiagen Nv152$5.98K0.0%−$1.59KHeld
Cirrus Logic, Inc.CRUS40$5.8K0.0%$155Held
Airbnb, Inc.ABNB46$5.74K0.0%−$480Held
Endeavour Silver CorpEXK623$5.63K0.0%−$3.03KHeld
Allegion plcALLE38$5.55K0.0%−$574Held
Equifax IncEFX32$5.54K0.0%−$1.14KHeld
CareTrust REIT, Inc.CTRE144$5.39K0.0%−$455Held
Etsy IncETSY109$5.2K0.0%−$787Held
Vita Coco Co Inc100$5.03K0.0%−$776Held
DHT Holdings, Inc.DHT273$4.93K0.0%−$393Held
NETSTREIT Corp.NTST260$4.92K0.0%−$485Held
Etf Ser Solutions85$4.77K0.0%−$298Cut−$9.54K
Schwab Strategic Tr171$4.64K0.0%−$484Held
Granite Constr Inc38$4.54K0.0%−$569Held
Kb HomeKBH87$4.52K0.0%−$1.01KHeld
Cementos Pacasmayo S A A435$4.48K0.0%−$134Held
Ishares Tr43$4.24K0.0%−$9Added$4.13K
Hecla Mng Co232$4.18K0.0%−$1.6KHeld
Elevance Health Inc Formerly14$4.03K0.0%−$448Cut−$2.05K
Ishares Inc106$4K0.0%−$286Held
Zimmer Biomet Holdings, Inc.ZBH40$3.94K0.0%$0Held
Ishares Tr62$3.94K0.0%−$241Held
Cadence Design System Inc14$3.87K0.0%−$347Held
Firstenergy CorpFE76$3.84K0.0%−$46Held
Ametek Inc/AME18$3.81K0.0%−$496Held
Vaneck Etf Trust97$3.77K0.0%−$956Cut−$2.66K
Immunovant, Inc.IMVT150$3.71K0.0%−$453Held
Global X Fds50$3.62K0.0%−$1.17KHeld
Advisors Inner Circle Fd Iii119$3.61K0.0%−$198Held
Diageo Plc48$3.58K0.0%−$717Held
Ishares Tr36$3.55K0.0%−$99Held
CARRIER GLOBAL CorpCARR63$3.48K0.0%−$575Held
Ishares Inc59$3.4K0.0%−$444Cut−$3.9K
Astera Labs, Inc.ALAB30$3.4K0.0%−$164Held
Ark Etf Tr29$3.38K0.0%−$240Held
IDEAYA Biosciences, Inc.IDYA108$3.38K0.0%−$99Held
Century Cmntys IncCCS60$3.36K0.0%−$673Held
Ea Series Trust124$3.27K0.0%−$262Cut−$6.56K
Rocket Pharmaceuticals Inc828$3.21K0.0%−$939Held
Portland Gen Elec Co61$3.18K0.0%−$115Held
Nordic American Tankers Limi561$3.17K0.0%−$40Held
Compass Minerals Intl Inc134$3.17K0.0%−$206Held
American Tower Corp New18$3.09K0.0%−$366Held
Etf Ser Solutions82$2.97K0.0%−$156Held
Doubleverify Hldgs Inc306$2.88K0.0%−$345Held
At&T Inc97$2.83K0.0%$110Held
American Wtr Wks Co Inc New20$2.77K0.0%$47Held
Fidelity Covington Trust50$2.61K0.0%−$234Held
Definium TherapeDFTX141$2.56K0.0%$104Cut−$4.26K
Ashtead Group Plc30$2.55K0.0%New
Teekay Tankers Ltd.TNK33$2.39K0.0%−$192Held
Vera Therapeutics, Inc.VERA61$2.38K0.0%−$112Held
Scotts Miracle-Gro CoSMG38$2.37K0.0%−$294Held
Waters Corp8$2.34K0.0%−$216Held
Axcelis Technologies IncACLS24$2.33K0.0%$352Held
Celsius Hldgs Inc66$2.3K0.0%−$1.24KHeld
Antero Midstream CorpAM94$2.21K0.0%$101Held
Healthcare Rlty Tr127$2.19K0.0%−$157Held
Contango Ore IncCTGO125$2.16K0.0%−$1.6KHeld
Golar Lng LtdGLNG39$2.13K0.0%$395Held
Schwab Strategic Tr88$2.13K0.0%New
Accenture Plc Ireland10$1.93K0.0%−$159Held
Cmb.Tech NvCMBT148$1.89K0.0%−$305Held
Quantum Computing Inc.QUBT273$1.86K0.0%−$435Held
Cisco Sys Inc23$1.85K0.0%$15Held
J P Morgan Exchange Traded F30$1.82K0.0%−$117Held
Millrose Pptys Inc63$1.8K0.0%−$172Held
Evergy, Inc.EVRG22$1.79K0.0%−$46Held
Maplebear Inc.CART50$1.79K0.0%−$86Held
Scholar Rock Hldg Corp41$1.78K0.0%−$36Held
Ishares Tr29$1.78K0.0%−$142Held
Biohaven Ltd.BHVN204$1.77K0.0%−$583Held
Txnm Energy IncTXNM30$1.75K0.0%−$20Held
Gmo Etf Trust68$1.66K0.0%−$243Held
Lantheus Hldgs Inc22$1.65K0.0%$2Held
Nuvalent Inc17$1.65K0.0%−$87Held
Ameren CorpAEE15$1.64K0.0%−$58Held
UBS Group AGUBS44$1.63K0.0%−$195Held
Wec Energy Group, Inc.WEC14$1.61K0.0%−$28Held
H2o AmericaHTO27$1.57K0.0%$120Held
Integer Hldgs Corp18$1.54K0.0%−$17Held
Cal-Maine Foods IncCALM19$1.53K0.0%−$152Held
Ardmore Shipping CorpASC95$1.44K0.0%−$114Held
Constellation Brands, Inc.STZ9$1.38K0.0%−$46Held
Compass Pathways PlcCMPS251$1.35K0.0%−$232Added$305
Jd.Com Inc46$1.34K0.0%$116Held
Trade Desk, Inc.TTD60$1.28K0.0%New
Lockheed Martin CorpLMT2$1.26K0.0%−$77Held
New Jersey Res Corp23$1.26K0.0%$14Held
Oge Energy Corp.OGE26$1.25K0.0%−$26Held
Exelon CorpEXC25$1.22K0.0%−$18Held
Pinnacle West Cap Corp12$1.2K0.0%−$3Held
Ppl Corp31$1.18K0.0%−$31Held
Sabra Health Care REIT, Inc.SBRA59$1.17K0.0%−$45Held
Essential Utils Inc28$1.15K0.0%$28Held
Amer States Wtr Co15$1.13K0.0%$15Held
Hni CorpHNI32$1.11K0.0%−$328Held
Dollarama Inc9$1.1K0.0%−$229Held
Cardinal Health IncCAH5$1.05K0.0%−$114Held
Pfizer IncPFE36$9810.0%−$9Held
T Rowe Price Etf Inc27$9470.0%−$67Cut−$3.67K
Invesco Exchange Traded Fd T17$8890.0%−$49Cut−$6.72K
UiPath, Inc.PATH81$8660.0%−$3Held
Hasbro, Inc.HAS9$8140.0%−$79Held
Freeport-Mcmoran IncFCX11$6250.0%−$124Held
Kroger CoKR8$6180.0%$43Held
Ishares Tr6$5900.0%−$21Held
V F CorpVFC28$4560.0%−$82Held
Anaergia Inc F235$4540.0%$72Held
Robinhood Mkts Inc6$4060.0%−$49Held
Dimensional Etf Trust10$4040.0%−$48Held
Investment Managers Ser Tr I10$3920.0%−$36Held
Invesco Exchange Traded Fd T3$3830.0%−$20Held
Cambria Etf Tr9$3810.0%−$39Held
Coinshares Bitcoin EtfBRRR20$3740.0%$3Held
Target CorpTGT3$3630.0%$22Held
Coca Cola CoKO5$3540.0%−$28Held
Ishares Inc8$2790.0%−$14Held
Abbott LabsABT2$2440.0%−$27Held
Carnival Corp Ltd.CCL10$2440.0%−$72Held
Lvmh Moet Hennessy Lou Vuitton2$2110.0%−$44Held
Nintendo Ltd Adr13$1860.0%$3Held
Global X Fds4$1840.0%−$18Held
Atai Beckley Nv52$1770.0%−$12Held
Wisdomtree Tr2$1530.0%−$4Added$73
Invesco Exchange Traded Fd T5$1500.0%−$16Held
First Tr Exchange Traded Fd7$1150.0%−$10Held
Vaneck Etf Trust6$920.0%−$7Held
Wm Technology, Inc.MAPS100$670.0%$0Held

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.