13F

Investor

Sunrise Financial Services, LLC

CIK 0002110891 · filed 2026-04-29 · SEC filing

13F book

$141.1M

Positions

622

110 new · 20 sold

Largest name

13.3%

Capital Group Dividend Value

Est. mark

−$1.87M

Price effect on 512 names still held. Flow $10.3M.
NameTickerSharesValueWeightEst. markChange
Capital Group Dividend Value440.4K$18.7M13.3%−$432.8KAdded$1.56M
Invesco Exch Traded Fd Tr Ii49.1K$11.7M8.3%−$750.5KCut−$4.69M
Harbor Etf Trust311.4K$9.66M6.8%$1.18MAdded$4.94M
Ishares Tr31.4K$7.81M5.5%−$806.1KAdded−$130.8K
Invesco Exchange Traded Fd T44.8K$6.5M4.6%$250Added$6.49M
Bny Mellon Etf Trust60.1K$5.62M4.0%$56Added$5.61M
Blackrock Etf Trust94.5K$5.5M3.9%−$1.61KAdded$5.46M
Legg Mason Etf Invt117.6K$4.77M3.4%$418.8KAdded$624.3K
Select Sector Spdr Tr35.4K$4.71M3.3%−$392KCut−$1.56M
Invesco Exchange Traded Fd T99.3K$4.55M3.2%−$2Added$4.55M
J P Morgan Exchange Traded F85.7K$4.47M3.2%New
Ea Series Trust78.9K$4.31M3.1%$266.6KCut$52.8K
Rbb Fd Inc74.5K$3.73M2.6%New
The Alger Etf Trust111.7K$3.69M2.6%New
Pgim Etf Tr73.5K$3.65M2.6%−$56.6KCut−$3.62M
Vaneck Etf Trust74.5K$3.03M2.1%New
T Rowe Price Etf Inc50K$2.55M1.8%−$62KAdded−$42.6K
Blackrock Etf Trust Ii48.1K$2.44M1.7%−$1.95KAdded$2.33M
J P Morgan Exchange Traded F45.2K$2.16M1.5%−$36KAdded$169.2K
Microsoft CorpMSFT5.14K$1.9M1.4%−$583.6KCut−$905.7K
Nvidia CorpNVDA9.8K$1.71M1.2%−$118.6KCut−$162.8K
Vanguard Index Fds4.35K$1.4M1.0%−$62.9KCut−$3.73M
Vanguard World Fd1.69K$1.18M0.8%−$94.5KCut−$225.7K
Harbor Etf Trust36.6K$1.06M0.8%−$47.6KCut−$4.04M
Costco Whsl Corp New1.06K$1.06M0.7%$142.1KHeld
Capital Grp Fixed Incm Etf T35.6K$934.5K0.7%−$2.14KCut−$47.4K
Amazon Com IncAMZN4.36K$907.4K0.6%−$98.3KCut−$235.6K
Tesla, Inc.TSLA1.79K$664.3K0.5%−$139.3KHeld
Invesco Exch Traded Fd Tr Ii12.2K$617.4K0.4%$21.5KCut−$5.83M
Capital Grp Fixed Incm Etf T22.3K$606.2K0.4%−$5.14KCut−$13.7K
Franklin Templeton Etf Tr10.1K$555.8K0.4%−$13.5KCut−$5.03M
Bny Mellon Etf Trust5.01K$552.5K0.4%$6.87KCut$5.45K
Morgan Stanley Etf Trust10.6K$534.9K0.4%−$1.22KAdded$108K
Invesco Qqq Tr907$523.5K0.4%−$33.7KCut−$59.5K
Etf Ser Solutions9.25K$522.5K0.4%New
Rbb Fund Trust10.2K$514.7K0.4%New
Rbb Fd Inc9.93K$494.9K0.4%−$187Cut−$5.07M
Starbucks CorpSBUX5.44K$487.7K0.3%$29.3KCut$25.4K
Apple Inc.AAPL1.68K$426.9K0.3%−$30.4KCut−$53K
Williams Sonoma IncWSM2.15K$391.3K0.3%$8.03KHeld
Vaneck Etf Trust6.77K$339.6K0.2%−$6.33KAdded$9.77K
Schwab Strategic Tr11.6K$336.7K0.2%−$36.4KAdded−$3.28K
Ishares Tr6.76K$321.6K0.2%−$2.02KCut−$353.7K
Berkshire Hathaway Inc Del640$306.7K0.2%−$15KCut−$40.1K
Invesco Exch Trd Slf Idx Fd5.16K$298.8K0.2%$3.84KCut−$12.3K
Tidal Trust Iii7.27K$287.8K0.2%−$14.1KCut−$285.3K
First Tr Exchange Traded Fd2.95K$276K0.2%New
Alps Etf Tr6.25K$273.4K0.2%−$0Added$237.5K
Invesco Exchange Traded Fd T4.45K$268.4K0.2%$13.9KCut$12.2K
Vanguard Index Fds439$262.3K0.2%−$13KCut−$119K
Meta Platforms, Inc.META445$254.6K0.2%−$39.1KCut−$51.7K
Us Bancorp Del4.89K$254.4K0.2%−$6.6KHeld
J P Morgan Exchange Traded F2.68K$252.1K0.2%New
Capital Group Dividend Growe6.77K$243.2K0.2%New
American Centy Etf Tr2.13K$236.6K0.2%−$1.28KHeld
Ishares Inc1.98K$236.4K0.2%$1.51KCut−$376.1K
Vanguard Admiral Fds Inc1.89K$235K0.2%$5.99KCut−$17.5K
Schwab Strategic Tr7.64K$233K0.2%$6.25KAdded$24.9K
Alphabet Inc803$230.3K0.2%−$21.6KHeld
First Tr Exchange-Traded Fd1.05K$227.4K0.2%−$12.2KAdded$29.9K
Caterpillar IncCAT269$190.6K0.1%$34.4KAdded$45.1K
Spdr Series Trust1.44K$183.8K0.1%$8.35KHeld
Vanguard Index Fds700$180.1K0.1%−$15.3KCut−$16.9K
Home Depot, Inc.HD539$177.3K0.1%−$7.91KAdded−$1.66K
Cohen & Steers Etf Trust4.53K$170.2K0.1%New
Johnson & JohnsonJNJ663$162.1K0.1%$24.1KAdded$29K
Fidelity Covington Trust2.3K$159.8K0.1%−$6.61KHeld
Vanguard Index Fds522$149.9K0.1%New
Vanguard World Fd545$148.4K0.1%−$8.46KHeld
Ishares Tr4.94K$145.6K0.1%−$1.79KCut−$5.88K
Neos Etf Trust2.94K$145K0.1%−$7.97KAdded$12.6K
Vanguard Index Fds739$136.2K0.1%$5.11KCut$4.22K
Netflix IncNFLX1.41K$135.6K0.1%$3.37KHeld
Ishares Tr2.89K$133.7K0.1%New
Ishares Tr814$126.3K0.1%New
Spdr Index Shs Fds1.64K$124.1K0.1%−$1.64KHeld
State Srt Spdr Prtfl Hgh5.2K$121.2K0.1%−$1.83KCut−$99K
Alphabet Inc394$113.3K0.1%−$10KCut−$43.8K
Cisco Sys Inc1.45K$112.7K0.1%$812Added$890
Vanguard Growth Etf251$109.6K0.1%New
Ishares Tr1.15K$107.7K0.1%−$2.65KCut−$25.1K
Palantir Technologies Inc.PLTR732$107.1K0.1%−$23KHeld
Ishares Tr1.08K$97.8K0.1%New
International Business Machs402$97.4K0.1%−$21.6KCut−$23.4K
Lam Research CorpLRCX450$96.1K0.1%$19.1KCut−$49.4K
Intuitive Surgical IncISRG189$87.1K0.1%−$19.9KCut−$42.6K
J P Morgan Exchange Traded F1.14K$86.6K0.1%New
Boeing Co430$85.6K0.1%−$7.4KAdded−$3.22K
Ishares Tr561$81.2K0.1%$1.99KCut−$8.31K
Ishares Tr1.19K$80.4K0.1%$1.82KCut−$22.3K
Spdr Index Shs Fds1.61K$75.5K0.1%New
Spdr Series Trust2.94K$75.3K0.1%New
Mercadolibre IncMELI43$74.3K0.1%−$12.3KHeld
Vanguard Scottsdale Fds935$74.1K0.1%−$310Added$20.5K
Walmart Inc.WMT588$73.1K0.1%$7.57KCut−$24K
Vanguard World Fd323$72.5K0.1%$4.31KHeld
Micron Technology IncMU212$71.6K0.1%$10.9KAdded$12.3K
Ishares Tr562$69.9K0.1%$9Added$69.6K
Ishares Tr2.87K$65.8K0.0%New
Ishares Tr1.54K$65.6K0.0%$4.8KCut−$3.96K
Mcdonalds CorpMCD207$64.3K0.0%$960Added$7.49K
Mastercard IncMA124$62K0.0%−$8.83KHeld
Main Str Cap Corp1.15K$61K0.0%−$4.7KAdded$22.8K
Merck & Co., Inc.MRK498$59.9K0.0%$6.93KAdded$11.4K
Vanguard Intl Equity Index F1.11K$59.9K0.0%$224Added$18.2K
Legg Mason Etf Invt1.34K$57.2K0.0%$3.6KCut−$29.9K
Chevron Corp NewCVX273$56.5K0.0%$13.5KAdded$18.7K
Pimco Etf Tr1.72K$55.4K0.0%$8.04KCut−$40.5K
Simplify Exchange Traded Fun1.75K$55K0.0%−$959Cut−$7.27K
Alaska Air Group, Inc.ALK1.47K$54.2K0.0%−$19.9KHeld
Advanced Micro Devices IncAMD261$53.1K0.0%−$2.8KCut−$15K
Blackrock Etf Trust Ii1.05K$53K0.0%−$30Added$2.49K
Deere & CoDE94$53K0.0%$7.82KAdded$15.7K
J P Morgan Exchange Traded F926$51.4K0.0%−$2.41KCut−$25.3K
Amgen IncAMGN140$49.3K0.0%$3.44KHeld
Ishares Tr935$49.1K0.0%−$7Added$47.9K
Jpmorgan Chase & Co.166$48.8K0.0%−$4.12KAdded$1.47K
Lockheed Martin CorpLMT80$48.4K0.0%$9.66KHeld
Nushares Etf Tr503$45.7K0.0%−$3.45KCut−$526.5K
Vanguard Tax-Managed Fds704$45.1K0.0%$1.13KCut−$8.86K
Schwab Strategic Tr1.82K$45.1K0.0%$1.29KHeld
United Nat Foods Inc992$44.7K0.0%$11.3KHeld
Wells Fargo Co New559$44.5K0.0%−$7.6KCut−$13.4K
Novo-Nordisk A S1.21K$44.4K0.0%−$17.1KCut−$66.7K
Abrdn Silver Etf TrustSIVR611$43.8K0.0%$1.97KAdded$10.2K
Bank America Corp884$43.1K0.0%−$5.53KCut−$12.2K
Pacer Fds Tr1.06K$42.5K0.0%−$2.48KCut−$34.2K
General Mtrs Co535$39.9K0.0%−$3.65KHeld
J P Morgan Exchange Traded F700$39.7K0.0%−$392Held
Vaneck Etf Trust158$39.6K0.0%$220Held
Global X Fds759$38.6K0.0%$2.29KHeld
Becton Dickinson & CoBDX235$36.9K0.0%−$8.07KAdded−$5.55K
L3harris Technologies Inc107$36.9K0.0%$5.52KHeld
Tjx Cos Inc New231$36.9K0.0%$1.41KHeld
Coca Cola CoKO483$36.7K0.0%$2.97KHeld
Spdr Gold Tr85$36.6K0.0%$2.75KAdded$4.47K
Vanguard Intl Equity Index F242$35.3K0.0%$399Added$12.1K
Invesco Exch Traded Fd Tr Ii804$34.9K0.0%New
Ishares Tr363$33.2K0.0%New
Nushares Etf Tr703$32K0.0%$317Cut−$219K
Corning Inc233$31.7K0.0%$11.3KHeld
New York Life Invts Active E1.45K$31.3K0.0%−$186Added$16K
Oracle Corp212$31.2K0.0%−$10.1KHeld
Invesco Exch Traded Fd Tr Ii611$30.3K0.0%$984Held
Bondbloxx Etf Trust595$30.1K0.0%−$98Held
Vaneck Etf Trust1.19K$29.8K0.0%New
Disney Walt Co308$29.7K0.0%−$4.94KAdded−$2.63K
RHRH211$29.5K0.0%−$8.3KHeld
Select Sector Spdr Tr639$29.3K0.0%$2.05KCut−$47.3K
Morgan Stanley Etf Trust396$28.8K0.0%$550Cut−$235.7K
Ishares Tr330$28K0.0%$807Held
Slb Limited/NvSLB543$27.9K0.0%$7.06KHeld
Ishares Inc808$27.8K0.0%$2.6KCut−$11.6K
Royal Caribbean Group100$27.5K0.0%−$374Held
Ishares Tr350$27.4K0.0%New
Ferrari N.V.RACE81$27.4K0.0%−$2.52KHeld
Interactive Brokers Group In404$27.1K0.0%$1.12KHeld
BlackRock, Inc.BLK28$26.9K0.0%−$2.28KAdded$4.45K
Delta Air Lines Inc DelDAL398$26.5K0.0%−$1.16KHeld
Ishares Tr1.2K$25.9K0.0%New
Ishares Gold Tr291$25.7K0.0%$2.04KHeld
Booking Holdings Inc.BKNG6$25.3K0.0%−$6.87KHeld
Schwab Charles Corp267$25.1K0.0%−$1.14KAdded$5.91K
Southwest Gas Hldgs Inc286$24.9K0.0%$1.97KHeld
Calamos Etf Tr952$24.8K0.0%New
Waste Mgmt Inc Del107$24.6K0.0%$1.08KCut−$5.95K
Vanguard Whitehall Fds166$24.6K0.0%$761Cut−$30.2K
Proshares Tr231$24.5K0.0%$448Held
Exxon Mobil Corp144$24.4K0.0%$5.08KAdded$12K
Vanguard Index Fds111$24.1K0.0%$606Held
Proshares Tr270$23.3K0.0%$592Held
Procter And Gamble CoPG150$21.7K0.0%$142Added$3.61K
Five Below, IncFIVE92$21K0.0%$3.69KHeld
Fastenal CoFAST446$20.7K0.0%$2.8KHeld
Visa Inc.V68$20.6K0.0%−$3.3KHeld
Amphenol Corp New162$20.5K0.0%−$1.42KHeld
Qualcomm Inc155$20K0.0%−$6.21KAdded−$5.18K
Investment Managers Ser Tr I800$19.9K0.0%New
Synchrony Financial291$19.8K0.0%−$4.48KHeld
Ishares Tr787$19.8K0.0%$157Cut−$9.07K
Welltower Inc.WELL100$19.8K0.0%$1.21KHeld
Ecolab Inc.ECL73$19.4K0.0%$255Held
Lowes Cos Inc81$19.1K0.0%−$395Held
Royal Bk Cda118$19.1K0.0%−$1.03KHeld
Nextera Energy Inc205$19K0.0%$1.94KAdded$6.68K
Proshares Tr272$18.7K0.0%$737Held
Sherwin Williams CoSHW57$18.3K0.0%−$199Held
Vanguard World Fd102$17.6K0.0%$4.81KHeld
Paccar IncPCAR150$17.3K0.0%$898Held
Pepsico IncPEP106$16.5K0.0%$977Added$4.55K
Ishares Tr342$16.1K0.0%$356Cut−$151K
Antero Midstream CorpAM700$16K0.0%$3.51KHeld
RTX CorpRTX81$15.6K0.0%$295Added$9.94K
Monster Beverage Corp New214$15.5K0.0%−$901Held
Pgim Rock Etf Tr520$15.4K0.0%−$164Held
Realty Income CorpO250$15.3K0.0%$1.2KHeld
NXP Semiconductors N.V.NXPI77$15.2K0.0%−$1.56KHeld
Enterprise Prods Partners L400$15.1K0.0%$2.31KHeld
Ge Aerospace53$15K0.0%−$1.29KHeld
Pfizer IncPFE534$15K0.0%$1.45KAdded$3.67K
Invesco Actively Managed Exc600$15K0.0%−$134Held
Ishares Tr276$14.7K0.0%−$2.43KHeld
Bristol-Myers Squibb Co240$14.6K0.0%$1.61KHeld
Stmicroelectronics N V421$14.5K0.0%$3.62KHeld
Ishares Tr118$14.3K0.0%−$902Cut−$225.2K
First Tr Exchng Traded Fd Vi420$14.2K0.0%−$206Held
Adobe Inc.ADBE58$14.1K0.0%−$6.2KHeld
Intuit Inc.INTU32$13.8K0.0%−$7.36KHeld
Flexshares Tr91$13.8K0.0%−$592Cut−$24.6K
Texas Instrs Inc70$13.6K0.0%$826Added$6.65K
United Parcel Service IncUPS137$13.5K0.0%−$111Held
Ford Mtr Co1.12K$13K0.0%−$1.78KCut−$28K
Vanguard Specialized Funds59$12.7K0.0%−$278Held
Nushares Etf Tr306$12.6K0.0%−$2.04KCut−$143.9K
Fidelity Covington Trust250$12.3K0.0%−$80Held
Granite Constr Inc102$12.2K0.0%$462Held
Broadcom Inc.AVGO39$12.1K0.0%−$1.43KHeld
Abbott LabsABT117$12K0.0%−$2.65KHeld
Linde PlcLIN24$11.9K0.0%$1.66KCut−$5.16K
3-D Sys Corp Del6.3K$11.8K0.0%$693Cut$670
Vanguard Whitehall Fds133$11.8K0.0%−$398Held
AbbVie Inc.ABBV54$11.7K0.0%−$594Held
GE Vernova Inc.GEV13$11.3K0.0%$2.85KHeld
Citigroup Inc97$11K0.0%−$318Held
Vanguard World Fd31$11K0.0%−$1.43KHeld
Assurant Inc50$10.9K0.0%−$1.15KHeld
First Tr Exchange-Traded Fd46$10.8K0.0%−$1.62KHeld
Franklin Templeton Etf Tr270$10.7K0.0%New
Archer-Daniels-Midland CoADM147$10.7K0.0%$2.23KHeld
Unilever Plc186$10.6K0.0%−$1.49KAdded−$980
Ishares Tr245$10.4K0.0%$278Held
Pgim Rock Etf Tr360$10.2K0.0%−$239Held
Investment Managers Ser Tr I400$10K0.0%New
Weyerhaeuser Co Mtn BeWY408$9.97K0.0%$301Held
Corteva, Inc.CTVA119$9.96K0.0%$1.98KHeld
Marvell Technology, Inc.MRVL100$9.9K0.0%$1.41KHeld
Sei Exchange Traded Funds300$9.7K0.0%New
Williams Cos Inc132$9.61K0.0%$1.67KHeld
Schwab Strategic Tr300$9.5K0.0%New
Comcast Corp New315$9.04K0.0%−$371Held
Waters Corp30$8.93K0.0%New
Alibaba Group Hldg Ltd71$8.91K0.0%−$1.48KAdded−$1.35K
Ares Capital CorpARCC482$8.69K0.0%−$1.07KHeld
Medtronic PlcMDT99$8.58K0.0%−$489Added$3.58K
Wec Energy Group, Inc.WEC72$8.34K0.0%$742Held
Taiwan Semiconductor Mfg Ltd24$8.11K0.0%$818Cut−$14.7K
NIKE, Inc.NKE152$8.03K0.0%−$1.62KAdded−$1.46K
Philip Morris Intl Inc47$7.77K0.0%$232Held
Zoetis Inc.ZTS65$7.68K0.0%−$494Held
Spdr Series Trust83$7.6K0.0%$192Held
Select Sector Spdr Tr150$7.41K0.0%−$810Held
Pnc Finl Svcs Group Inc35$7.28K0.0%−$11Added$3.53K
Republic Svcs Inc33$7.23K0.0%New
Paypal Hldgs Inc157$7.11K0.0%−$2.06KCut−$6.03K
Diageo Plc95$7.07K0.0%−$1.12KHeld
Cvs Health CorpCVS98$7.04K0.0%−$242Added$4.5K
Kraft Heinz CoKHC312$7.02K0.0%−$549Held
Travelers Companies, Inc.TRV24$7K0.0%$39Held
Automatic Data Processing In34$6.91K0.0%−$1.84KHeld
Select Sector Spdr Tr138$6.9K0.0%$638Held
3M COMMM47$6.83K0.0%−$699Held
Newmont Corp63$6.82K0.0%New
Bank New York Mellon Corp57$6.76K0.0%$145Held
M & T Bk Corp32$6.62K0.0%$89Added$3.19K
Ishares Silver Tr95$6.47K0.0%$226Added$2.54K
Vanguard Whitehall Fds94$6.17K0.0%−$163Held
Wisdomtree Tr149$6.08K0.0%−$818Held
Phillips 66PSX33$6.01K0.0%$850Added$3.95K
Ishares Tr39$5.91K0.0%$401Held
East West Bancorp IncEWBC54$5.76K0.0%−$304Held
Markel Group Inc.MKL3$5.74K0.0%−$707Held
Qnity Electronics, Inc.Q48$5.54K0.0%$978Added$3.17K
Schwab Strategic Tr228$5.53K0.0%New
Corpay, Inc.CPAY19$5.53K0.0%−$189Held
Eli Lilly & CoLLY6$5.52K0.0%−$929Held
Bunge Global SaBG43$5.47K0.0%$1.64KHeld
Kinder Morgan Inc Del160$5.37K0.0%$967Held
Qiagen Nv Ord Shares133$5.33K0.0%New
Nokia Corp659$5.3K0.0%$1.03KHeld
Peakstone Realty Trust246$5.14K0.0%$1.61KHeld
Kroger CoKR71$5.14K0.0%New
Schwab Strategic Tr204$5.12K0.0%New
Invesco Actively Managed Exc100$5.04K0.0%New
Bp Plc107$5.03K0.0%$1.31KHeld
Eaton Corp PlcETN14$5.01K0.0%$548Held
Ishares Tr98$4.96K0.0%$4Held
Carnival Corp Ltd.CCL190$4.92K0.0%−$629Added$794
Ishares Tr45$4.78K0.0%−$43Held
DuPont de Nemours, Inc.DD104$4.76K0.0%$370Added$2.11K
Fs Specialty Lending Fd380$4.75K0.0%−$619Held
First Tr Exchange Traded Fd29$4.74K0.0%$306Held
ServiceNow, Inc.NOW45$4.71K0.0%−$2.19KHeld
ConocophillipsCOP35$4.62K0.0%$1.34KHeld
Expedia Group, Inc.EXPE20$4.62K0.0%−$1.05KHeld
Gilead Sciences, Inc.GILD33$4.6K0.0%$449Added$1.28K
Mks IncMKSI20$4.6K0.0%$1.4KHeld
Vanguard Index Fds23$4.51K0.0%$120Held
Mondelez Intl Inc76$4.38K0.0%$290Held
Vici Pptys Inc159$4.34K0.0%−$127Held
Targa Res Corp17$4.26K0.0%$1.13KHeld
International Flavors&Fragra58$4.21K0.0%$299Held
Quest Diagnostics IncDGX21$4.17K0.0%$477Held
Western Digital CorpWDC15$4.06K0.0%$1.47KHeld
Dollar Tree, Inc.DLTR37$4.05K0.0%−$499Held
Hubbell IncHUBB8$3.93K0.0%$373Held
Magnolia Oil & Gas CorpMGY123$3.88K0.0%$1.19KHeld
Marsh & Mclennan Cos Inc22$3.82K0.0%−$265Held
Global X Fds42$3.78K0.0%New
Gsk Plc68$3.75K0.0%$418Held
First Majestic Silver CorpAG174$3.74K0.0%New
Broadridge Finl Solutions In23$3.74K0.0%−$1.4KHeld
On Semiconductor CorpON60$3.71K0.0%$466Held
Halliburton CoHAL94$3.67K0.0%$1.01KCut−$2.61K
Lincoln Natl Corp Ind102$3.62K0.0%−$921Held
At&T Inc124$3.6K0.0%$515Held
Vanguard Charlotte Fds74$3.56K0.0%−$20Held
Hershey CoHSY17$3.53K0.0%$207Added$2.08K
British Amern Tob Plc59$3.45K0.0%$109Held
Exelon CorpEXC69$3.38K0.0%$374Held
Sysco CorpSYY47$3.35K0.0%−$110Held
Shell Plc36$3.35K0.0%$644Added$923
American Express CoAXP11$3.33K0.0%−$742Held
Fluor Corp NewFLR71$3.31K0.0%$498Held
State Str Corp26$3.29K0.0%−$63Held
CARRIER GLOBAL CorpCARR58$3.27K0.0%New
Nexstar Media Group, Inc.NXST18$3.25K0.0%−$400Held
Dbx Etf Tr90$3.25K0.0%−$61Cut−$10.7K
Agnico Eagle Mines LtdAEM16$3.25K0.0%$536Held
Old Rep Intl Corp81$3.23K0.0%−$465Held
Paychex IncPAYX35$3.22K0.0%−$702Held
JBT MAREL CorpJBTM25$3.2K0.0%−$570Held
Nvent Electric PlcNVT27$3.19K0.0%$441Held
Accenture Plc Ireland16$3.17K0.0%−$1.12KHeld
Honeywell Intl Inc14$3.16K0.0%$433Held
Te Connectivity PlcTEL15$3.13K0.0%−$278Held
Regions Financial Corp New118$3.08K0.0%−$116Held
Applied Matls Inc9$3.08K0.0%New
Verizon Communications IncVZ61$3.06K0.0%$577Held
Motorola Solutions, Inc.MSI7$3.04K0.0%$355Held
Brookfield Corp75$3.04K0.0%−$407Held
Masimo Corp17$3.02K0.0%$813Held
Alliant Energy CorpLNT42$3.01K0.0%$284Held
Unitedhealth Group IncUNH11$2.98K0.0%−$655Held
Cardinal Health IncCAH14$2.96K0.0%$81Held
Dow Inc.DOW71$2.96K0.0%$1.3KHeld
Leidos Holdings, Inc.LDOS19$2.96K0.0%−$473Held
Vaneck Etf Trust32$2.94K0.0%New
United Sts Oil Fd Lp23$2.93K0.0%$1.34KCut−$1.84K
Talkspace, Inc.TALK565$2.92K0.0%$873Held
Trane Technologies PlcTT7$2.92K0.0%$193Held
Lamar Advertising Co/NewLAMR23$2.91K0.0%$2Held
Union Pac Corp12$2.91K0.0%$135Held
Canadian Nat Res Ltd57$2.78K0.0%$849Held
Avery Dennison CorpAVY16$2.76K0.0%−$147Held
Comfort Sys Usa Inc2$2.76K0.0%$891Held
Amkor Technology, Inc.AMKR61$2.75K0.0%$339Held
Idacorp IncIDA19$2.72K0.0%$311Held
Prologis Inc.20$2.64K0.0%$91Held
Elevance Health Inc Formerly9$2.63K0.0%−$520Held
Pg&E Corp148$2.6K0.0%$51Added$2.05K
Mckesson CorpMCK3$2.6K0.0%$135Held
Teck Resources Ltd50$2.59K0.0%$193Held
Packaging Corp Amer12$2.55K0.0%$72Held
Wintrust Finl Corp18$2.5K0.0%−$16Held
Energy Transfer L P128$2.47K0.0%$359Held
Cullen Frost Bankers Inc18$2.47K0.0%$188Held
Ishares Bitcoin Trust EtfIBIT64$2.46K0.0%New
Fidelity National Financial, Inc.FNF52$2.41K0.0%−$427Held
Omnicom Group Inc.OMC32$2.41K0.0%−$174Held
General Dynamics CorpGD7$2.4K0.0%$46Held
Td Synnex CorpSNX14$2.36K0.0%$259Held
American Intl Group Inc31$2.33K0.0%−$319Held
Air Prods & Chems Inc8$2.32K0.0%$348Held
Barclays Bank Plc48$2.31K0.0%$506Held
Avalonbay Cmntys Inc14$2.29K0.0%−$251Held
Ge Healthcare Technologies I32$2.28K0.0%−$347Held
Cboe Global Mkts Inc8$2.25K0.0%$241Held
STERIS plcSTE10$2.21K0.0%−$324Held
Intercontinental Exchange In14$2.2K0.0%−$65Held
Keurig Dr Pepper Inc.KDP83$2.19K0.0%−$140Held
Caseys Gen Stores Inc3$2.18K0.0%$526Held
Ppl Corp57$2.18K0.0%$181Held
Diamondback Energy, Inc.FANG11$2.18K0.0%$522Held
Sempra22$2.14K0.0%$196Held
Entergy Corp New19$2.13K0.0%$379Held
Ss&C Technologies Hldgs Inc31$2.1K0.0%−$615Held
Hamilton Lane IncHLNE21$2.09K0.0%−$734Held
Agco Corp18$2.09K0.0%$208Held
Globus Med Inc24$2.07K0.0%−$27Held
Cme Group Inc.CME7$2.07K0.0%$155Held
Target CorpTGT17$2.06K0.0%$398Held
Acushnet Hldgs Corp22$2.06K0.0%$301Held
Onto Innovation Inc.ONTO10$2.05K0.0%$472Held
Northrop Grumman Corp3$2.05K0.0%$336Held
Littelfuse Inc6$2.04K0.0%$518Held
Moderna, Inc.MRNA40$2.03K0.0%$852Held
Hartford Insurance Group Inc15$2.03K0.0%−$39Held
Dollar Gen Corp New17$2.02K0.0%−$239Held
Jetblue Awys CorpJBLU450$1.99K0.0%−$59Held
Eastman Chem Co26$1.98K0.0%$324Held
Sealed Air Corp New47$1.98K0.0%$18Added$775
Crown Castle Inc.CCI24$1.95K0.0%−$182Held
Host Hotels & Resorts, Inc.HST101$1.94K0.0%$144Held
Spdr Series Trust21$1.92K0.0%$5Held
Ingredion IncINGR17$1.92K0.0%$41Held
Analog Devices IncADI6$1.91K0.0%$282Held
American Tower Corp New11$1.9K0.0%−$33Held
Danaher Corporation10$1.9K0.0%−$393Held
Solventum CorpSOLV29$1.89K0.0%−$404Held
Nutrien Ltd.NTR25$1.89K0.0%$344Held
Agree Rlty Corp25$1.89K0.0%$84Held
First Ctzns Bancshares Inc D1$1.89K0.0%−$261Held
Raymond James Finl Inc13$1.88K0.0%−$206Held
Permian Resources CorpPR86$1.83K0.0%$627Held
ServisFirst Bancshares, Inc.SFBS25$1.82K0.0%$26Held
Nisource Inc.NI39$1.82K0.0%$191Held
Brunswick Corp25$1.82K0.0%−$37Held
Snap-on IncSNA5$1.82K0.0%$93Held
Berkley W R Corp27$1.79K0.0%−$103Held
Leonardo DRS, Inc.DRS40$1.78K0.0%$417Held
Lincoln Elec Hldgs Inc7$1.74K0.0%$67Held
Rexford Indl Rlty Inc53$1.74K0.0%−$317Held
Timken CoTKR17$1.71K0.0%$280Held
Crane Company10$1.71K0.0%−$134Held
S&P Global Inc.SPGI4$1.7K0.0%−$389Held
Boston Scientific CorpBSX27$1.69K0.0%−$293Added$836
Goldman Sachs Group Inc2$1.69K0.0%−$66Held
Equity Lifestyle Pptys IncELS27$1.69K0.0%$49Held
T-Mobile Us Inc8$1.68K0.0%New
Fiserv IncFISV30$1.67K0.0%−$205Added$465
Smurfit Westrock PlcSW42$1.67K0.0%$50Held
Equitable Hldgs Inc45$1.67K0.0%−$474Held
Ferguson Enterprises Inc7$1.63K0.0%$75Held
Assured Guaranty LtdAGO20$1.63K0.0%−$167Held
Nordson CorpNDSN6$1.6K0.0%$153Held
Freeport-Mcmoran IncFCX27$1.59K0.0%New
Dicks Sporting Goods Inc8$1.59K0.0%$2Held
Expeditors Intl Wash Inc11$1.58K0.0%−$63Held
Prospect Cap Corp595$1.55K0.0%$12Cut−$1.04K
Stag Indl IncSTAG43$1.55K0.0%−$30Held
Nucor CorpNUE9$1.52K0.0%$54Held
Reliance, Inc.RS5$1.52K0.0%$76Held
Matador Res Co24$1.52K0.0%$497Held
Baxter Intl Inc90$1.51K0.0%−$208Held
Toll Brothers, Inc.TOL11$1.5K0.0%$14Held
Constellation Brands, Inc.STZ10$1.5K0.0%$120Held
Hasbro, Inc.HAS16$1.5K0.0%$186Held
Dominion Energy, IncD24$1.48K0.0%$78Held
Federal Agric Mtg Corp10$1.48K0.0%−$272Held
Templeton Emerging Mkts Inco246$1.48K0.0%New
Msa Safety Inc9$1.48K0.0%$35Held
Biogen Inc.BIIB8$1.47K0.0%New
Cnh Indl N V133$1.46K0.0%$237Held
Essential Pptys Rlty Tr Inc48$1.46K0.0%$33Held
Hewlett Packard Enterprise C61$1.45K0.0%−$13Held
Hyatt Hotels CorpH10$1.44K0.0%−$165Held
Concentra Group Holdings Par67$1.44K0.0%$118Held
Amdocs LtdDOX22$1.44K0.0%−$335Held
Xcel Energy Inc18$1.43K0.0%$101Held
Cms Energy Corp18$1.4K0.0%$137Held
Lennar Corp16$1.39K0.0%New
Tc Energy Corp22$1.38K0.0%$167Held
Wesco Intl Inc5$1.37K0.0%$145Held
Crh Plc13$1.37K0.0%−$255Held
Fidelity Natl Information Sv29$1.36K0.0%−$567Held
Lci Inds11$1.35K0.0%$18Held
Grayscale Ethereum Trust Etf78$1.33K0.0%New
Roku, IncROKU14$1.32K0.0%−$194Held
Emerson Elec Co10$1.31K0.0%−$17Held
Ares Management Corporation12$1.31K0.0%−$631Held
Spdr S&P 500 Etf Tr2$1.3K0.0%−$63Cut−$14.4K
Illinois Tool Wks Inc5$1.3K0.0%$69Held
Eastgroup Pptys Inc7$1.3K0.0%$49Held
Oge Energy Corp.OGE27$1.29K0.0%$142Held
Rpm Intl Inc13$1.29K0.0%−$60Held
Ppg Inds Inc12$1.28K0.0%$53Held
Alcon IncALC17$1.28K0.0%−$59Held
Symbotic Inc.SYM24$1.28K0.0%New
Arch Cap Group Ltd13$1.25K0.0%$1Held
Yum Brands IncYUM8$1.24K0.0%$34Held
Autodesk, Inc.ADSK5$1.2K0.0%−$283Held
Ishares Tr12$1.19K0.0%−$8Held
Otis Worldwide CorpOTIS15$1.16K0.0%−$154Held
Csx CorpCSX28$1.15K0.0%$110Added$315
Huntington Ingalls Inds Inc3$1.14K0.0%$120Held
Levi Strauss & Co New60$1.11K0.0%−$135Held
Lamb Weston Hldgs Inc26$1.1K0.0%$6Added$513
CDW CorpCDW9$1.09K0.0%−$137Held
Lkq CorpLKQ37$1.09K0.0%−$30Held
Oneok Inc /New/OKE12$1.08K0.0%$203Held
Brookfield Asset Managmt Ltd24$1.07K0.0%−$95Added$438
Hf Sinclair CorpDINO17$1.06K0.0%$278Held
Cenovus Energy Inc.CVE40$1.06K0.0%$384Held
Nrg Energy, Inc.NRG7$1.02K0.0%−$92Held
BWX Technologies, Inc.BWXT5$1.02K0.0%$158Held
Electronic Arts Inc.EA5$1.02K0.0%−$3Held
Apollo Global Mgmt Inc9$1K0.0%−$300Held
Cousins Pptys Inc44$9930.0%−$141Held
Service Corp Intl12$9900.0%$54Held
Darden Restaurants IncDRI5$9800.0%$60Held
Mid-Amer Apt Cmntys Inc8$9770.0%−$134Held
Lyondellbasell Industries N12$9670.0%$447Held
Cactus, Inc.WHD20$9470.0%$33Held
DT Midstream, Inc.DTM7$9430.0%$105Held
Hp IncHPQ48$9220.0%−$147Held
Sanofi Sa19$9150.0%−$6Held
Regency Ctrs Corp12$9080.0%$80Held
Draftkings Inc New42$9080.0%New
Vanguard Malvern Fds18$8990.0%$9Held
Bio-Techne CorpTECH17$8880.0%−$112Held
Camden Ppty Tr9$8790.0%−$112Held
Willis Towers Watson PlcWTW3$8720.0%−$114Held
Gallagher Arthur J & Co4$8660.0%−$165Cut−$23.6K
Terreno Rlty Corp14$8600.0%$38Held
Four Corners Ppty Tr Inc36$8510.0%$21Held
Warby Parker Inc.WRBY40$8430.0%−$29Held
Axalta Coating Sys Ltd30$8310.0%−$138Held
Marzetti Company6$8300.0%−$157Held
Fortive CorpFTV15$8290.0%$1Held
Gap IncGAP34$8230.0%−$47Held
Crown Hldgs Inc8$8020.0%−$22Held
Warner Bros. Discovery, Inc.WBD29$7960.0%−$40Held
Astrazeneca Plc OrdAZN4$7890.0%New
Vaneck Etf Trust2$7670.0%New
Solaredge Technologies, Inc.SEDG15$7660.0%New
Eqt CorpEQT12$7640.0%New
Samsara Inc.IOT24$7610.0%−$90Held
Block H & R Inc23$7300.0%−$272Held
Watsco Inc2$7280.0%$54Held
Hormel Foods Corp32$7250.0%−$33Held
Uber Technologies, IncUBER10$7190.0%New
Dominos Pizza IncDPZ2$7180.0%−$116Held
Grayscale Ethereum Mini Tr E36$7150.0%New
Fedex CorpFDX2$7120.0%$134Held
Dimensional Etf Trust30$7100.0%$23Cut−$11.2K
Joby Aviation Inc84$6940.0%New
BXP, Inc.BXP13$6750.0%−$202Held
Kyndryl Hldgs Inc51$6690.0%−$686Cut−$1.27K
Intel CorpINTC15$6620.0%New
Pinterest, Inc.PINS36$6600.0%New
EXPAND ENERGY CorpEXE6$6590.0%−$3Held
Edison Intl9$6590.0%$119Held
American Elec Pwr Co Inc5$6550.0%$78Held
Owens Corning New6$6490.0%−$22Held
United Airls Hldgs Inc7$6440.0%−$139Cut−$251
Northwest Bancshares Inc MdNWBI50$6350.0%$35Held
Carlyle Group Inc13$6290.0%−$139Held
Magnum Ice Cream Co Nv40$5980.0%−$36Held
BILL Holdings, Inc.BILL15$5750.0%New
Evergy, Inc.EVRG7$5730.0%$66Held
Chord Energy CorpCHRD4$5690.0%$198Held
Viatris IncVTRS41$5540.0%$44Held
Albemarle Corp3$5390.0%New
Rogers Communications Inc14$5380.0%$10Held
Cummins IncCMI1$5380.0%$28Held
The Campbells Company23$5120.0%−$129Held
Femasys IncFEMY1.22K$5120.0%New
DONALDSON Co INCDCI6$5090.0%−$23Held
MongoDB, Inc.MDB2$4900.0%New
Palo Alto Networks IncPANW3$4810.0%New
Bausch Plus Lomb Corp30$4770.0%New
Guardant Health, Inc.GH5$4620.0%New
BioAge Labs, Inc.BIOA26$4550.0%New
Abivax Sa4$4450.0%New
Corvus Pharmaceuticals, Inc.CRVS30$4390.0%New
Eog Res Inc3$4340.0%New
Anteris Technologies Global Corp.AVR78$4330.0%New
Surgery Partners, Inc.SGRY36$4290.0%New
Versant Media Group, Inc.VSNT11$4070.0%New
Highland Opps & Income Fd70$4000.0%−$19Held
Fortune Brands Innovations I9$3510.0%−$99Held
Coinbase Global, Inc.COIN2$3490.0%−$103Held
Pvh Corporation5$3490.0%New
Progyny, Inc.PGNY20$3400.0%−$174Held
Biomarin Pharmaceutical IncBMRN6$3390.0%New
Blackline, Inc.BL9$3330.0%New
C. H. Robinson Worldwide, Inc.CHRW2$3320.0%$10Held
Ocular Therapeutix, IncOCUL36$3050.0%New
Cleveland-Cliffs Inc New36$3040.0%New
Graphic Packaging Hldg Co30$2980.0%−$154Held
Lovesac CompanyLOVE20$2950.0%$0Held
Seadrill LtdSDRL6$2730.0%New
Sunrun Inc.RUN20$2710.0%−$97Held
Ondas Hldgs IncONDS30$2710.0%New
Grayscale Bitcoin Trust EtfGBTC5$2640.0%New
Wabtec1$2500.0%$37Held
Carlsmed, Inc.CARL26$2350.0%New
Aes CorpAES16$2250.0%New
Cooper Cos Inc3$2150.0%New
Rigetti Computing Inc15$2110.0%New
Unusual Machs Inc17$2110.0%New
Grayscale Bitcoin Mini Tr Et7$2100.0%New
Direxion Shs Etf Tr9$2070.0%New
Maravai Lifesciences Hldgs I66$1870.0%New
Tilray Brands, Inc.TLRY26$1680.0%−$25Added$78
Mobileye Global Inc.MBLY24$1650.0%New
Nuscale Pwr Corp15$1630.0%New
Plug Power IncPLUG70$1580.0%$20Held
Sidus Space Inc.SIDU62$1440.0%New
Organigram Global Inc.OGI105$1410.0%New
Snap IncSNAP30$1380.0%−$104Held
Amplify Etf Tr6$1380.0%New
Critical Metals Corp15$1190.0%New
Ccc Intelligent Solutions Hl18$1080.0%New
iQIYI, Inc.IQ76$1030.0%−$43Held
American Res Corp42$1020.0%New
Geo Group Inc NewGEO6$1010.0%New
Conduent IncCNDT78$1000.0%New
MediWound Ltd.MDWD6$970.0%New
Janux Therapeutics, Inc.JANX6$830.0%New
National Health Invs Inc1$810.0%New
Avantor, Inc.AVTR10$780.0%New
F&G Annuities & Life Inc3$760.0%−$20Held
Solstice Advanced Matls Inc1$760.0%$27Held
Organon & Co.OGN12$720.0%−$14Held
USA Rare Earth, Inc.USAR4$610.0%New
Getty Images Holdings, Inc.GETY55$440.0%New
Canopy Growth CorpCGC42$400.0%New
Rapid7, Inc.RPD6$330.0%New
Orion Properties Inc.ONL14$300.0%−$2Held
Mativ Holdings, Inc.MATV2$170.0%−$7Held
Beyond Meat, Inc.BYND24$170.0%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.