13F

Investor

Seneschal Advisors, LLC

CIK 0002039659 · filed 2026-05-08 · SEC filing

13F book

$134.7M

Positions

594

25 new · 21 sold

Largest name

22.7%

Vanguard Bd Index Fds

Est. mark

−$1.3M

Price effect on 569 names still held. Flow $198.9K.
NameTickerSharesValueWeightEst. markChange
Vanguard Bd Index Fds396.8K$30.6M22.7%−$271.9KAdded$374.3K
Vanguard Index Fds71.8K$23M17.1%−$1.04MAdded−$1.03M
Dimensional Etf Trust122.5K$8.69M6.5%−$393.6KAdded−$266.8K
Dimensional Etf Trust162.2K$7.86M5.8%$302.2KAdded$332.7K
Dimensional Etf Trust110.2K$6.88M5.1%$318.1KAdded$370.5K
Vanguard Charlotte Fds124.9K$6M4.5%−$32.5KAdded$187.1K
Dimensional Etf Trust80.7K$5.74M4.3%$116.2KAdded$199.6K
Dimensional Etf Trust213.3K$5.04M3.7%$150.3KAdded$445.5K
Amazon Com IncAMZN19K$3.96M2.9%−$429.2KCut−$683.1K
Microsoft CorpMSFT8.48K$3.14M2.3%−$962.2KCut−$981.5K
Costco Whsl Corp New2.92K$2.91M2.2%$390.4KAdded$392.4K
Texas Pacific Land Corporati5.96K$2.83M2.1%$1.12MCut$678.8K
Dimensional Etf Trust70.3K$2.73M2.0%−$51.3KCut−$96.5K
Vanguard Malvern Fds29.1K$1.45M1.1%$14.2KCut−$271.5K
Alphabet Inc4.99K$1.43M1.1%−$134.3KCut−$136.2K
Apple Inc.AAPL5.48K$1.39M1.0%−$99KCut−$115K
Dimensional Etf Trust28.4K$1.28M1.0%−$47.7KCut−$89.9K
Dimensional Etf Trust32.3K$1.26M0.9%$27.5KCut−$56.6K
Ishares Tr6.06K$1.16M0.9%−$41.2KCut−$58.9K
Vanguard Growth Etf2.58K$1.13M0.8%−$131.8KCut−$142K
Invesco Qqq Tr1.79K$1.04M0.8%−$66.7KCut−$79K
Dimensional Etf Trust25K$893.9K0.7%$33.6KAdded$128.3K
Invesco Exch Traded Fd Tr Ii3K$713.6K0.5%−$45.5KAdded−$39.4K
Starbucks CorpSBUX7.26K$650.4K0.5%$39KAdded$40.3K
Alphabet Inc2.19K$628.6K0.5%−$55.7KCut−$86.7K
Vanguard Bd Index Fds8.1K$596.8K0.4%−$2.84KAdded$107.6K
Schwab Strategic Tr19.2K$584.5K0.4%$17.1KHeld
Schwab Strategic Tr18.7K$545.2K0.4%−$65.3KCut−$78.8K
Vanguard Tax-Managed Fds8.09K$518.3K0.4%$13KCut−$13.6K
Erie Indty Co1.76K$442.3K0.3%−$62.2KCut−$62.5K
Vanguard Index Fds724$432.6K0.3%−$21.4KCut−$62.8K
Taiwan Semiconductor Mfg Ltd1.23K$414K0.3%$41.7KCut$39.3K
Ishares Tr530$346.2K0.3%−$16.8KHeld
Schwab Strategic Tr11.2K$279K0.2%−$1.9KCut−$16.8K
Dimensional Etf Trust8.03K$272K0.2%$10.4KCut$3.33K
Vanguard Index Fds2.89K$256K0.2%$606Held
Nvidia CorpNVDA1.45K$252.9K0.2%−$17.5KCut−$204K
Vanguard Intl Equity Index F4.47K$241.7K0.2%$1.3KCut−$29.6K
Ishares Tr643$229.3K0.2%−$10.9KHeld
Schwab Strategic Tr7.27K$223.1K0.2%New
Spdr Gold Tr486$209.1K0.2%$16.5KCut−$11.2K
Ishares Tr953$203.6K0.2%$3.17KHeld
Ishares Tr2.95K$199.2K0.1%$4.51KHeld
Exxon Mobil Corp1.12K$190.2K0.1%$55.3KHeld
InterDigital, Inc.IDCC600$181.2K0.1%−$9.83KHeld
Select Sector Spdr Tr3.62K$165.9K0.1%$5.28KAdded$95.5K
Fedex CorpFDX457$162.8K0.1%$30.7KAdded$31.1K
Spdr Series Trust1K$146.1K0.1%$6.79KHeld
Ishares Tr975$121.2K0.1%$4.03KHeld
Vanguard Index Fds415$119.2K0.1%−$1.26KHeld
Ishares Tr464$115.1K0.1%$853Held
Vanguard Index Fds436$114.2K0.1%$1.73KCut−$3.43K
Tesla, Inc.TSLA305$113.5K0.1%−$21.9KAdded−$12.6K
Amgen IncAMGN307$108K0.1%$7.5KAdded$8.2K
Boeing Co533$106.1K0.1%−$9.65KHeld
Ishares Tr1.09K$105.9K0.1%$1.2KCut−$18K
Meta Platforms, Inc.META171$97.8K0.1%−$15KCut−$48K
CoreWeave, Inc.CRWV1.25K$96.5K0.1%$5.86KAdded$24.9K
Wsfs Finl Corp1.45K$94.9K0.1%$14.8KHeld
Chevron Corp NewCVX444$91.9K0.1%$24.2KHeld
Dimensional Etf Trust2.48K$91.3K0.1%−$3.15KHeld
Spdr S&P 500 Etf Tr136$88.3K0.1%−$4.25KHeld
Palantir Technologies Inc.PLTR587$85.9K0.1%−$18.5KCut−$61.5K
Johnson & JohnsonJNJ338$82.6K0.1%$12.6KAdded$12.9K
Jpmorgan Chase & Co.281$82.6K0.1%−$7.87KCut−$14.6K
Thermo Fisher Scientific Inc.TMO167$82.1K0.1%−$14.6KAdded−$14.1K
Select Sector Spdr Tr1.31K$80.4K0.1%$21.7KCut$14.5K
Dimensional Etf Trust2.25K$78.8K0.1%$4.66KAdded$7.4K
Ishares Tr1.36K$77.4K0.1%$2.83KHeld
Ishares Tr400$75.8K0.1%$3.35KHeld
Netflix IncNFLX780$75K0.1%$1.86KHeld
Nextera Energy Inc800$74.3K0.1%$10.1KHeld
Verizon Communications IncVZ1.46K$73.1K0.1%$13.8KCut$13.4K
Coca Cola CoKO915$69.6K0.1%$5.62KHeld
At&T Inc2.32K$67.2K0.1%$9.62KCut$9.35K
Rivian Automotive Inc4.42K$66.5K0.0%−$20.6KHeld
Merck & Co., Inc.MRK546$65.7K0.0%$8.13KAdded$8.61K
Eaton Vance Tax-Managed Buy-4.71K$64.3K0.0%−$3.25KHeld
RTX CorpRTX330$63.7K0.0%$3.25KHeld
AbbVie Inc.ABBV292$63.5K0.0%−$3.21KHeld
Visa Inc.V199$60.1K0.0%−$9.65KHeld
Abbott LabsABT577$59.2K0.0%−$13.1KCut−$32.7K
Ishares Tr183$57.4K0.0%−$1.68KHeld
Schwab Us Tips Etf2.12K$56.3K0.0%$255Cut−$26.2K
Ishares Tr459$54.4K0.0%$2.17KCut−$672
Ishares Tr491$54.2K0.0%$221Held
Wec Energy Group, Inc.WEC453$52.4K0.0%$4.67KHeld
Ishares Tr343$51.9K0.0%$3.52KHeld
Slb Limited/NvSLB1K$51.4K0.0%$13KHeld
Vanguard Specialized Funds227$48.8K0.0%−$1.07KHeld
Hp IncHPQ2.47K$47.5K0.0%−$7.59KCut−$7.7K
Ecolab Inc.ECL178$47.4K0.0%$620Added$886
Nisource Inc.NI989$46.1K0.0%$4.84KHeld
Vanguard Star Fds579$44.6K0.0%$964Added$1.2K
Proshares Tr Ii1.11K$43.6K0.0%$22.2KHeld
General Dynamics CorpGD121$41.5K0.0%$794Held
Brookfield Corp1.01K$41K0.0%−$5.48KHeld
Vanguard World Fd150$40.9K0.0%−$2.33KHeld
Schwab Charles Corp430$40.4K0.0%−$2.6KAdded−$2.41K
Goldman Sachs Group Inc47$39.8K0.0%−$1.55KHeld
Vanguard World Fd122$38.1K0.0%$1.69KHeld
Abrdn Precious Metals Basket168$36.7K0.0%$2.2KCut−$3.55K
Ishares Tr300$36.3K0.0%−$1.71KHeld
Tootsie Roll Inds Inc847$36.2K0.0%$4.99KAdded$6.06K
Vanguard World Fd96$35.3K0.0%−$4.35KHeld
Take-Two Interactive Softwar177$35K0.0%−$10.4KCut−$16.8K
Home Depot, Inc.HD104$34.3K0.0%−$1.49KHeld
Palo Alto Networks IncPANW213$34.1K0.0%−$5.09KHeld
Ishares Tr78$33.3K0.0%−$3.66KHeld
T-Mobile Us Inc152$31.9K0.0%$1.06KHeld
Advanced Micro Devices IncAMD153$31.1K0.0%−$581Added$19.6K
Ing Groep N.V.1.17K$30.4K0.0%−$2.27KHeld
Northwest Bancshares Inc MdNWBI2.25K$28.6K0.0%$1.55KHeld
Eli Lilly & CoLLY30$27.6K0.0%−$4.65KHeld
Mcdonalds CorpMCD80$24.9K0.0%$407Added$718
Adobe Inc.ADBE102$24.8K0.0%−$10.9KCut−$11.3K
Spdr Series Trust250$23.9K0.0%−$373Held
Cvs Health CorpCVS321$23.1K0.0%−$2.42KHeld
Waste Mgmt Inc Del100$23K0.0%$1.01KHeld
Vanguard World Fd150$21.7K0.0%$569Held
Morgan Stanley111$18.3K0.0%−$1.44KHeld
Ishares Tr130$17.6K0.0%$1.83KHeld
Freeport-Mcmoran IncFCX300$17.6K0.0%$2.4KHeld
Ishares Silver Tr255$17.4K0.0%$948Held
Walmart Inc.WMT136$16.9K0.0%$1.75KHeld
Philip Morris Intl Inc100$16.5K0.0%$494Held
Unilever Plc280$16K0.0%−$2.36KHeld
Lockheed Martin CorpLMT26$15.5K0.0%$3.17KHeld
Gilead Sciences, Inc.GILD110$15.3K0.0%$1.83KHeld
Rockwell Automation, IncROK42$15.1K0.0%−$1.27KHeld
Coterra Energy Inc401$14.1K0.0%$3.54KHeld
Ge Aerospace47$13.4K0.0%−$1.13KCut−$6.68K
Oracle Corp90$13.2K0.0%−$4.3KHeld
Cisco Sys Inc169$13.1K0.0%$94Held
Williams Cos Inc176$12.8K0.0%$2.23KHeld
Unitedhealth Group IncUNH46$12.4K0.0%−$2.74KHeld
Broadcom Inc.AVGO40$12.4K0.0%−$1.46KHeld
Disney Walt Co126$12.1K0.0%−$2.19KCut−$2.42K
Crowdstrike Hldgs Inc31$12.1K0.0%−$2.43KHeld
Pnc Finl Svcs Group Inc57$11.9K0.0%−$36Held
International Business Machs49$11.8K0.0%−$2.63KHeld
NIKE, Inc.NKE219$11.6K0.0%−$2.34KAdded−$2.13K
Ishares Tr200$11.5K0.0%$3.14KHeld
Spdr Series Trust90$11.5K0.0%$522Held
Ishares Tr126$11.4K0.0%$135Held
Chubb Limited29$9.45K0.0%$401Held
CARRIER GLOBAL CorpCARR161$9.07K0.0%$559Held
BlackRock, Inc.BLK9$8.66K0.0%−$978Held
Alaska Air Group, Inc.ALK232$8.53K0.0%−$3.14KHeld
Duke Energy Corp New65$8.51K0.0%$893Held
American Eagle Outfitters In506$8.46K0.0%−$4.86KAdded−$4.83K
Digital Rlty Tr Inc46$8.29K0.0%$1.17KHeld
Gsk Plc148$8.17K0.0%$911Held
Altria Group, Inc.MO100$6.6K0.0%$833Held
Ishares Tr167$5.99K0.0%−$398Held
Intel CorpINTC116$5.13K0.0%$840Held
Vanguard Scottsdale Fds86$5.12K0.0%−$32Held
Dutch Bros Inc.BROS100$5.07K0.0%−$1.06KHeld
Dimensional Etf Trust119$4.96K0.0%$19Cut−$1.64K
Booking Holdings Inc.BKNG1$4.21K0.0%−$1.15KHeld
Procter And Gamble CoPG28$4K0.0%−$85Added$58
Mastercard IncMA8$4K0.0%−$570Held
Lam Research CorpLRCX17$3.63K0.0%$722Held
Schwab Strategic Tr139$3.58K0.0%−$166Held
Caterpillar IncCAT5$3.54K0.0%$678Held
Automatic Data Processing In17$3.46K0.0%−$919Cut−$1.18K
Spotify Technology S.A.SPOT7$3.4K0.0%−$671Held
Micron Technology IncMU10$3.38K0.0%$524Held
Lindsay CorpLNN28$3.33K0.0%$33Held
Kla CorpKLAC2$2.94K0.0%$514Held
Broadridge Finl Solutions In18$2.92K0.0%−$1.09KHeld
Applied Matls Inc8$2.73K0.0%$679Held
Pfizer IncPFE97$2.73K0.0%$309Held
GE Vernova Inc.GEV3$2.62K0.0%$658Cut−$1.96K
Lyell Immunopharma, Inc.LYEL126$2.53K0.0%New
Ainos Inc1.8K$2.5K0.0%−$450Held
Bank America Corp51$2.49K0.0%−$318Held
Cloudflare, Inc.NET11$2.27K0.0%$18Added$1.88K
Eaton Corp PlcETN6$2.15K0.0%$236Held
American Express CoAXP7$2.12K0.0%−$472Held
Linde PlcLIN4$1.98K0.0%$278Held
Wells Fargo Co New24$1.91K0.0%−$326Held
Western Digital CorpWDC7$1.89K0.0%$688Held
Csx CorpCSX44$1.81K0.0%$212Held
Tjx Cos Inc New11$1.76K0.0%$67Held
Travelers Companies, Inc.TRV6$1.75K0.0%$10Held
Marathon Pete Corp7$1.71K0.0%$571Held
Deere & CoDE3$1.69K0.0%$293Held
Corning Inc12$1.63K0.0%$581Held
Cummins IncCMI3$1.61K0.0%$83Held
Applovin CorpAPP4$1.59K0.0%−$1.1KCut−$1.78K
Newmont Corp14$1.52K0.0%$118Held
Citigroup Inc13$1.48K0.0%−$42Held
Capital One Finl Corp8$1.46K0.0%−$479Held
United Rentals, Inc.URI2$1.46K0.0%−$161Held
Union Pac Corp6$1.46K0.0%$68Held
Bristol-Myers Squibb Co24$1.46K0.0%$134Added$377
Howmet Aerospace Inc.HWM6$1.38K0.0%$152Held
First Solar, Inc.FSLR7$1.38K0.0%−$448Cut−$709
Comfort Sys Usa Inc1$1.38K0.0%$445Held
Royal Caribbean Group5$1.38K0.0%−$19Held
Texas Instrs Inc7$1.36K0.0%$144Held
Analog Devices IncADI4$1.27K0.0%$188Held
Amphenol Corp New10$1.26K0.0%−$88Held
Trane Technologies PlcTT3$1.25K0.0%$83Held
Kroger CoKR17$1.23K0.0%$168Held
Arista Networks, Inc.ANET10$1.23K0.0%−$83Held
Oreilly Automotive Inc13$1.2K0.0%$15Held
Delta Air Lines Inc DelDAL18$1.2K0.0%−$53Held
Seagate Technology Hldngs Pl3$1.18K0.0%$349Held
Qualcomm Inc9$1.16K0.0%−$380Held
Transdigm Group IncTDG1$1.16K0.0%−$171Held
Cheniere Energy, Inc.LNG4$1.14K0.0%$358Held
General Mtrs Co15$1.12K0.0%−$89Added$60
Quanta Svcs Inc2$1.1K0.0%$254Held
Aflac IncAFL10$1.1K0.0%−$5Cut−$446
Phillips 66PSX6$1.09K0.0%$159Added$706
Monolithic Pwr Sys Inc1$1.09K0.0%$187Held
Ww Grainger Inc1$1.09K0.0%$81Held
Ross Stores, Inc.ROST5$1.08K0.0%$183Held
Bank New York Mellon Corp9$1.07K0.0%$23Held
Fair Isaac CorpFICO1$1.07K0.0%−$623Held
Illinois Tool Wks Inc4$1.04K0.0%$56Held
Robinhood Mkts Inc15$1.04K0.0%−$657Cut−$770
3M COMMM7$1.02K0.0%New
United Airls Hldgs Inc11$1.01K0.0%−$218Held
Vertiv Holdings CoVRT4$1K0.0%$354Held
Valero Energy Corp4$9890.0%$337Held
NXP Semiconductors N.V.NXPI5$9850.0%−$101Held
Marriott Intl Inc New3$9820.0%$34Added$361
Fortinet, Inc.FTNT12$9810.0%$16Added$425
Aon plcAON3$9690.0%−$90Held
Sherwin Williams CoSHW3$9620.0%−$11Held
HCA Healthcare, Inc.HCA2$9470.0%$13Held
Lowes Cos Inc4$9460.0%−$19Held
Cencora, Inc.COR3$9430.0%−$71Held
Magnum Ice Cream Co Nv63$9420.0%−$57Held
Salesforce, Inc.CRM5$9340.0%−$391Held
Ferguson Enterprises Inc4$9340.0%$43Held
Intuitive Surgical IncISRG2$9220.0%−$211Held
Johnson Ctls Intl Plc7$9170.0%New
Hilton Worldwide Hldgs Inc3$9130.0%$51Held
Ebay IncEBAY10$9110.0%$40Held
Steel Dynamics IncSTLD5$9000.0%$52Held
Parker-Hannifin CorpPH1$8960.0%$17Held
Vertex Pharmaceuticals Inc2$8940.0%−$13Held
Teradyne, IncTER3$8900.0%$205Added$502
Ameriprise Finl Inc2$8890.0%−$92Held
Cme Group Inc.CME3$8870.0%$67Held
Us Bancorp Del17$8850.0%−$23Held
Nrg Energy, Inc.NRG6$8770.0%−$79Held
Republic Svcs Inc4$8770.0%$22Added$241
Moodys Corp2$8730.0%−$149Held
Air Prods & Chems Inc3$8720.0%$130Held
Marsh & Mclennan Cos Inc5$8680.0%−$60Held
Motorola Solutions, Inc.MSI2$8680.0%$101Held
Medtronic PlcMDT10$8670.0%−$94Held
Mckesson CorpMCK1$8660.0%$45Held
Intuit Inc.INTU2$8650.0%−$460Held
Uber Technologies, IncUBER12$8640.0%−$98Added$46
S&P Global Inc.SPGI2$8510.0%−$195Held
Metlife Inc12$8490.0%−$83Added$59
Target CorpTGT7$8490.0%$23Added$751
Keysight Technologies, Inc.KEYS3$8480.0%$238Held
Cboe Global Mkts Inc3$8440.0%$91Held
Crh Plc8$8410.0%−$158Held
Constellation Energy CorpCEG3$8380.0%−$222Held
Te Connectivity PlcTEL4$8370.0%−$74Held
Allstate Corp4$8300.0%−$3Held
Warner Bros. Discovery, Inc.WBD30$8250.0%−$41Held
D R Horton Inc6$8240.0%−$41Held
Halliburton CoHAL21$8190.0%$225Held
Paccar IncPCAR7$8090.0%$42Held
Comcast Corp New28$8040.0%−$33Held
Cigna GroupCI3$8010.0%−$25Held
Jabil IncJBL3$7970.0%$112Held
Baker Hughes Company13$7940.0%$201Held
Progressive Corp4$7930.0%−$118Cut−$346
Synopsys IncSNPS2$7930.0%−$74Added$323
Emerson Elec Co6$7870.0%−$10Held
Flex Ltd.FLEX12$7860.0%$60Held
Sempra8$7780.0%$54Added$248
Ciena CorpCIEN2$7770.0%$309Held
Regeneron Pharmaceuticals, Inc.REGN1$7730.0%$1Held
Ford Mtr Co66$7620.0%−$104Held
Danaher Corporation4$7590.0%−$157Held
Targa Res Corp3$7530.0%$199Held
Wabtec3$7500.0%$109Held
Fastenal CoFAST16$7430.0%$100Held
EMCOR Group, Inc.EME1$7390.0%$127Held
Caseys Gen Stores Inc1$7280.0%$175Held
Snap-on IncSNA2$7270.0%$37Held
Oneok Inc /New/OKE8$7240.0%$136Held
Autodesk, Inc.ADSK3$7190.0%−$170Held
Coherent Corp.COHR3$7150.0%$53Added$530
Tapestry, Inc.TPR5$7060.0%$67Held
Pulte Group Inc6$7060.0%$2Held
Lumentum Hldgs Inc1$7030.0%New
Garmin LtdGRMN3$6970.0%$88Held
Marvell Technology, Inc.MRVL7$6940.0%$99Held
Expedia Group, Inc.EXPE3$6930.0%−$157Held
United Parcel Service IncUPS7$6890.0%−$3Added$292
Curtiss Wright CorpCW1$6820.0%$130Held
Hartford Insurance Group Inc5$6770.0%−$12Held
Cintas CorpCTAS4$6770.0%−$76Held
Carlisle Cos Inc2$6680.0%$28Held
Stryker CorpSYK2$6580.0%−$45Cut−$397
Dell Technologies Inc.DELL4$6570.0%$115Added$279
Ametek Inc/AME3$6440.0%$28Held
Mastec IncMTZ2$6440.0%$104Added$426
Packaging Corp Amer3$6370.0%$18Held
Hunt J B Trans Svcs Inc3$6360.0%$52Held
Sandisk CorpSNDK1$6360.0%$398Held
Cardinal Health IncCAH3$6340.0%$17Held
Cincinnati Finl Corp4$6300.0%−$24Held
Intercontinental Exchange In4$6300.0%−$18Held
Carvana Co.CVNA2$6290.0%−$216Held
Dover CorpDOV3$6260.0%$40Held
Hershey CoHSY3$6240.0%$78Held
Yum Brands IncYUM4$6220.0%$16Held
Electronic Arts Inc.EA3$6120.0%−$1Held
Reliance, Inc.RS2$6080.0%$30Held
Teledyne Technologies IncTDY1$6060.0%$95Held
American Intl Group Inc8$6020.0%−$83Held
Lpl Finl Hldgs Inc2$6020.0%−$113Held
Accenture Plc Ireland3$5950.0%−$210Cut−$35.6K
United Therapeutics Corp Del1$5930.0%$105Held
Darden Restaurants IncDRI3$5890.0%$36Held
Martin Marietta Matls Inc1$5890.0%−$34Held
Quest Diagnostics IncDGX3$5880.0%$44Added$240
Old Dominion Freight Line In3$5870.0%$116Held
Willis Towers Watson PlcWTW2$5820.0%−$76Held
Corpay, Inc.CPAY2$5820.0%−$20Held
Raymond James Finl Inc4$5800.0%−$63Held
Monster Beverage Corp New8$5800.0%−$34Held
F5, Inc.FFIV2$5790.0%$68Held
Arch Cap Group Ltd6$5760.0%$0Held
Idexx Labs Inc1$5620.0%−$115Held
Northern Tr Corp4$5590.0%$12Held
Apollo Global Mgmt Inc5$5580.0%−$166Held
Cadence Design System Inc2$5560.0%−$70Held
Webster Finl Corp8$5560.0%$52Held
Atmos Energy CorpATO3$5550.0%$52Held
Us Foods Hldg Corp6$5540.0%$102Held
Truist Finl Corp12$5520.0%−$39Held
Williams Sonoma IncWSM3$5470.0%$11Held
Synchrony Financial8$5450.0%−$123Held
Vulcan Matls Co2$5450.0%−$26Held
Cbre Group, Inc.CBRE4$5420.0%−$102Held
Exelon CorpEXC11$5400.0%$38Added$234
MSCI Inc.MSCI1$5400.0%−$34Held
Loews CorpL5$5340.0%$7Held
Labcorp Holdings Inc.LH2$5340.0%$32Held
Nordson CorpNDSN2$5330.0%$52Held
ServiceNow, Inc.NOW5$5230.0%−$243Held
Ulta Beauty, Inc.ULTA1$5230.0%−$83Held
Cf Inds Hldgs Inc4$5200.0%$210Cut$133
Microchip Technology Inc.8$5170.0%$5Added$134
Iqvia Hldgs Inc3$5120.0%−$110Added$61
Nasdaq, Inc.NDAQ6$5100.0%−$73Held
State Str Corp4$5070.0%−$10Held
Airbnb, Inc.ABNB4$5060.0%−$29Added$98
Ge Healthcare Technologies I7$5000.0%−$75Cut−$568
Sysco CorpSYY7$5000.0%−$16Held
Verisign Inc2$4970.0%$11Held
Regions Financial Corp New19$4970.0%−$18Held
Dominion Energy, IncD8$4950.0%$26Held
Hubbell IncHUBB1$4910.0%$46Held
Ftai Aviation Ltd2$4900.0%$48Added$293
Southwest Airls Co13$4890.0%−$49Held
Prudential Finl Inc5$4890.0%−$76Held
Edwards Lifesciences CorpEW6$4810.0%−$31Held
Citizens Finl Group Inc8$4800.0%$12Held
Xcel Energy Inc6$4770.0%$28Added$107
Dollar Gen Corp New4$4750.0%−$57Held
Centerpoint Energy IncCNP11$4750.0%$53Held
Becton Dickinson & CoBDX3$4720.0%−$111Held
Incyte CorpINCY5$4710.0%−$23Held
Huntington Bancshares Inc30$4700.0%−$51Held
Cms Energy Corp6$4660.0%$46Held
Lennox Intl Inc1$4650.0%−$21Held
Blackstone Inc.BX4$4600.0%−$157Held
Live Nation Entertainment In3$4580.0%$30Held
Consolidated Edison IncED4$4530.0%$42Added$155
Hewlett Packard Enterprise C19$4530.0%−$4Held
Tractor Supply Co10$4530.0%−$48Held
Omnicom Group Inc.OMC6$4520.0%−$27Added$48
Principal Financial Group In5$4510.0%$9Held
Entergy Corp New4$4500.0%$80Held
Constellation Brands, Inc.STZ3$4500.0%New
Resmed Inc2$4490.0%−$33Held
STERIS plcSTE2$4430.0%−$65Held
Boston Scientific CorpBSX7$4400.0%−$228Cut−$419
Ameren CorpAEE4$4400.0%$30Added$140
Dollar Tree, Inc.DLTR4$4390.0%−$54Held
Dte Energy Co3$4390.0%New
Archer-Daniels-Midland CoADM6$4370.0%$92Held
Gallagher Arthur J & Co2$4340.0%−$84Held
Las Vegas Sands CorpLVS8$4320.0%−$89Held
Alliant Energy CorpLNT6$4310.0%$40Held
Expeditors Intl Wash Inc3$4300.0%−$18Held
Ppg Inds Inc4$4280.0%$18Held
Axon Enterprise, Inc.AXON1$4250.0%−$143Held
Keycorp21$4220.0%−$12Held
Ppl Corp11$4210.0%$35Held
Fifth Third Bancorp9$4190.0%−$3Held
Dow Inc.DOW10$4170.0%New
Eversource EnergyES6$4160.0%$12Held
M & T Bk Corp2$4140.0%$11Held
NetApp, Inc.NTAP4$4100.0%−$19Held
American Wtr Wks Co Inc New3$4090.0%$17Held
Public Svc Enterprise Grp In5$4050.0%$3Held
Lyondellbasell Industries N5$4030.0%New
Zoom Communications, Inc.ZM5$4020.0%−$30Held
Natera, Inc.NTRA2$4000.0%−$59Held
Berkley W R Corp6$3980.0%−$23Held
Dicks Sporting Goods Inc2$3970.0%$1Held
Lightbridge CorpLTBR37$3950.0%New
Keurig Dr Pepper Inc.KDP15$3950.0%−$26Cut−$54
XPO, Inc.XPO2$3900.0%$118Held
Best Buy Co IncBBY6$3860.0%−$13Added$51
Verisk Analytics, Inc.VRSK2$3800.0%−$68Held
Idex Corp2$3800.0%$12Added$202
Tenet Healthcare CorpTHC2$3780.0%−$20Held
Hologic Inc5$3780.0%$5Held
Twilio IncTWLO3$3780.0%−$49Held
Rollins IncROL7$3740.0%−$47Held
Church & Dwight Co Inc4$3740.0%$38Held
On Semiconductor CorpON6$3720.0%New
Paychex IncPAYX4$3690.0%−$80Cut−$192
Biogen Inc.BIIB2$3670.0%$15Held
Millrose Pptys Inc13$3640.0%−$25Held
CDW CorpCDW3$3640.0%−$30Added$91
Watsco Inc1$3640.0%$27Held
Block Inc6$3620.0%−$29Held
Zimmer Biomet Holdings, Inc.ZBH4$3620.0%$2Added$92
Dominos Pizza IncDPZ1$3590.0%−$58Held
Xylem Inc.XYL3$3590.0%−$50Held
Woodward, Inc.WWD1$3580.0%New
Universal Hlth Svcs Inc2$3580.0%−$79Held
International Paper Co10$3570.0%−$26Added$81
Ball CorpBALL6$3550.0%$37Held
Veralto CorpVLTO4$3540.0%−$46Held
Roper Technologies IncROP1$3540.0%−$92Cut−$537
Ally Finl Inc9$3540.0%−$54Held
Veeva Sys Inc2$3520.0%−$48Added$128
Entegris IncENTG3$3520.0%$99Held
Coinbase Global, Inc.COIN2$3500.0%−$103Held
PENTAIR plcPNR4$3490.0%−$68Held
Avery Dennison CorpAVY2$3460.0%−$18Held
Kenvue Inc.KVUE20$3450.0%−$1Added$172
Ralph Lauren CorpRL1$3440.0%−$10Held
Agilent Technologies, Inc.A3$3420.0%−$67Held
Liberty Media Corp Del4$3410.0%−$54Held
Ss&C Technologies Hldgs Inc5$3380.0%−$100Cut−$187
C. H. Robinson Worldwide, Inc.CHRW2$3330.0%$6Added$172
Fortive CorpFTV6$3320.0%$0Held
AST SpaceMobile, Inc.ASTS4$3320.0%$41Held
Copart IncCPRT10$3320.0%−$60Held
Service Corp Intl4$3310.0%$19Cut−$59
Alnylam Pharmaceuticals, Inc.ALNY1$3310.0%−$67Held
Brown & Brown, Inc.BRO5$3270.0%−$72Held
Everest Group, Ltd.EG1$3270.0%−$13Held
Burlington Stores, Inc.BURL1$3260.0%$37Held
Fidelity National Financial, Inc.FNF7$3250.0%−$58Held
Ingersoll Rand Inc.IR4$3210.0%$4Held
Genuine Parts CoGPC3$3180.0%−$51Held
Dexcom IncDXCM5$3140.0%−$7Added$181
Sei Invts Co4$3140.0%−$15Held
Otis Worldwide CorpOTIS4$3090.0%−$41Held
Davita Inc.DVA2$3080.0%$80Held
Cognizant Technology Solutio5$3070.0%−$108Cut−$274
Deckers Outdoor CorpDECK3$3010.0%New
DoorDash, Inc.DASH2$3010.0%−$152Cut−$379
Rpm Intl Inc3$2990.0%−$13Held
Renaissancere Hldgs Ltd1$2980.0%$16Held
Waters Corp1$2980.0%−$82Cut−$462
Equitable Hldgs Inc8$2970.0%−$85Held
Elevance Health Inc Formerly1$2930.0%−$58Cut−$409
Edison Intl4$2930.0%$26Added$172
Fox Corp5$2920.0%−$74Held
Carlyle Group Inc6$2910.0%−$64Cut−$182
International Flavors&Fragra4$2910.0%$15Added$88
Allegion plcALLE2$2910.0%−$28Cut−$187
Ptc Inc.PTC2$2850.0%−$64Held
Amcor Plc Com New7$2790.0%New
TransunionTRU4$2770.0%−$66Held
TechnipFMC PLCFTI4$2770.0%New
Affirm Hldgs Inc6$2750.0%−$144Added−$98
DuPont de Nemours, Inc.DD6$2750.0%New
Heico Corp New1$2750.0%−$49Held
Toll Brothers, Inc.TOL2$2730.0%$2Held
Bloom Energy CorpBE2$2710.0%$49Added$184
Price T Rowe Group IncTROW3$2710.0%−$37Held
Interactive Brokers Group In4$2690.0%$11Held
Vaneck Etf Trust2$2670.0%New
Fox Corp5$2660.0%−$59Held
Neurocrine Biosciences IncNBIX2$2640.0%−$20Held
Gen Digital Inc14$2640.0%−$117Cut−$199
Corebridge Finl Inc11$2630.0%−$69Cut−$160
Trimble Inc.TRMB4$2610.0%−$53Cut−$131
Lennar Corp3$2610.0%−$48Held
American Finl Group Inc Ohio2$2560.0%−$18Held
Royal Gold IncRGLD1$2550.0%New
Bunge Global SaBG2$2550.0%New
Jacobs Solutions Inc.J2$2550.0%−$10Held
Graco IncGGG3$2540.0%$8Held
Mccormick & Co Inc5$2530.0%−$71Added−$20
Aptargroup, Inc.ATR2$2530.0%$9Held
West Pharmaceutical Svsc Inc1$2510.0%−$25Held
Lincoln Elec Hldgs Inc1$2500.0%$10Held
GoDaddy Inc.GDDY3$2490.0%−$124Held
Builders FirstSource, Inc.BLDR3$2470.0%−$62Cut−$165
Illumina, Inc.ILMN2$2470.0%−$16Held
MongoDB, Inc.MDB1$2450.0%−$175Held
Nextpower Inc.NXT2$2420.0%$67Held
Masco Corp4$2420.0%−$12Held
Zoetis Inc.ZTS2$2370.0%−$15Held
Pure Storage IncP4$2370.0%−$24Added$35
Datadog, Inc.DDOG2$2370.0%−$35Held
Tradeweb Mkts Inc2$2360.0%$20Held
Trump Media & Technology Gro25$2320.0%New
Kraft Heinz CoKHC10$2250.0%−$18Cut−$115
SoFi Technologies, Inc.SOFI14$2230.0%−$144Cut−$196
Somnigroup International Inc.SGI3$2220.0%−$46Held
Unum Group3$2200.0%−$13Held
Ares Management Corporation2$2190.0%−$105Held
Assurant Inc1$2180.0%−$23Held
Owens Corning New2$2170.0%−$7Held
Charter Communications Inc N1$2160.0%$7Held
Cooper Cos Inc3$2150.0%−$21Added$51
East West Bancorp IncEWBC2$2140.0%−$11Held
Heico Corp New1$2120.0%−$41Held
Insulet CorpPODD1$2100.0%−$75Held
Reinsurance Grp Of America I1$2050.0%$1Held
Pinnacle West Cap Corp2$2020.0%$24Held
TKO Group Holdings, Inc.TKO1$2020.0%−$7Held
Rocket Lab CorpRKLB3$1930.0%−$17Held
Kimberly Clark CorpKMB2$1930.0%−$9Held
Viatris IncVTRS13$1760.0%$14Held
News Corp New7$1750.0%−$8Cut−$87
Roblox CorpRBLX3$1700.0%−$50Added$7
AecomACM2$1700.0%−$21Cut−$116
Td Synnex CorpSNX1$1690.0%$18Held
Insmed IncINSM1$1640.0%−$11Held
AramarkARMK4$1630.0%$15Held
Super Micro Computer Inc7$1600.0%−$33Added$13
Henry Jack & Assoc Inc1$1590.0%−$24Held
Okta, Inc.OKTA2$1580.0%−$15Cut−$102
Snowflake Inc.SNOW1$1510.0%−$69Cut−$288
Penske Automotive Grp Inc1$1500.0%−$9Held
Dynatrace, Inc.DT4$1480.0%−$26Cut−$113
Lauder Estee Cos Inc2$1440.0%−$66Held
Hyatt Hotels CorpH1$1440.0%−$17Held
Zscaler, Inc.ZS1$1410.0%−$84Held
Aptiv PlcAPTV2$1390.0%−$14Held
Paypal Hldgs Inc3$1360.0%−$39Cut−$448
Global Pmts Inc2$1350.0%−$20Cut−$98
Reddit, Inc.RDDT1$1350.0%−$95Held
Coupang, Inc.CPNG7$1330.0%−$32Cut−$103
Unity Software Inc.U6$1320.0%−$89Added−$45
Smith A O CorpAOS2$1320.0%−$2Held
Workday, Inc.WDAY1$1300.0%−$85Cut−$300
Zillow Group Inc3$1250.0%−$80Held
News Corp New4$1150.0%−$4Held
General Mls IncGIS3$1120.0%−$27Cut−$74
Astera Labs, Inc.ALAB1$1100.0%New
Toast, Inc.TOST4$1070.0%−$36Held
SharkNinja, Inc.SN1$1060.0%−$6Held
Bjs Whsl Club Hldgs Inc1$990.0%$8Held
Fidelity Natl Information Sv2$940.0%−$39Cut−$305
Gamestop Corp New4$930.0%$12Held
GLOBALFOUNDRIES Inc.GFS2$890.0%$19Held
Ionq Inc3$870.0%−$32Added−$3
Rocket Cos Inc6$860.0%New
Lennar Corp1$850.0%−$11Held
Essential Utils Inc2$810.0%$4Held
Liberty Media Corp Del1$790.0%−$11Held
Carnival Corp Ltd.CCL3$780.0%New
Warner Music Group Corp.WMG3$770.0%−$16Held
Phinia Inc.PHIN1$690.0%$6Held
Organon & Co.OGN11$690.0%−$13Held
Symbotic Inc.SYM1$540.0%−$6Held
Docusign, Inc.DOCU1$480.0%−$21Cut−$89
United Microelectronics CorpUMC5$450.0%New
Draftkings Inc New2$440.0%−$25Cut−$198
Ralliant CorpRAL1$420.0%−$9Held
Tpg Inc1$410.0%−$23Cut−$87
Nutanix, Inc.NTNX1$390.0%−$13Cut−$117
Samsara Inc.IOT1$320.0%−$4Cut−$75
Adt Inc Del4$270.0%−$6Held
Dropbox, Inc.DBX1$230.0%−$5Held
Summit Therapeutics Inc.SMMT1$190.0%$2Cut−$16
Diginex LtdDGNX1$10.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.