13F

Investor

SWAN Capital LLC

CIK 0001952722 · filed 2026-05-14 · SEC filing

13F book

$272M

Positions

554

110 new · 69 sold

Largest name

9.8%

Vanguard Whitehall Fds

Est. mark

$2.71M

Price effect on 443 names still held. Flow $12.2M.
NameTickerSharesValueWeightEst. markChange
Vanguard Whitehall Fds282.7K$26.6M9.8%$1.2MCut$761K
Vanguard Scottsdale Fds278K$20.8M7.6%−$314.1KCut−$629.3K
Vanguard Index Fds222.5K$19.7M7.3%$42.1KAdded$1.99M
Vanguard Malvern Fds382.4K$19.1M7.0%$127.5KAdded$6.23M
Vanguard Whitehall Fds105.3K$15.6M5.7%$396.5KAdded$3.17M
Ishares Tr504.5K$15.3M5.6%−$261.9KAdded$2.63M
Vanguard Specialized Funds70.9K$15.2M5.6%−$280.6KAdded$2.18M
Vanguard World Fd84.3K$14.6M5.4%$3.97MCut$2.8M
Vanguard World Fd73.4K$14.6M5.3%$812.4KAdded$3.08M
Vanguard Whitehall Fds121.2K$10.7M3.9%−$298.2KAdded$1.6M
Vanguard World Fd14.7K$10.3M3.8%−$825.3KCut−$2.25M
Berkshire Hathaway Inc Del19.4K$9.28M3.4%−$454.1KCut−$1.27M
Vanguard Whitehall Fds140.8K$9.25M3.4%−$168.9KAdded$2.71M
Vanguard Index Fds26K$7.87M2.9%$3.54KCut−$1.35M
Vanguard Scottsdale Fds69K$7.57M2.8%−$832KCut−$1.58M
Vanguard Index Fds29.2K$7.51M2.8%−$635.7KCut−$1.42M
Vanguard Index Fds38.8K$7.15M2.6%$268.3KCut−$973.2K
Vanguard Index Fds32.3K$7.03M2.6%$176.4KCut−$1.03M
Vanguard Scottsdale Fds59.8K$5.6M2.1%$86.1KCut−$901.5K
Vanguard Intl Equity Index F31.7K$4.63M1.7%$77.9KCut−$747.6K
Vanguard Scottsdale Fds50.8K$4.2M1.5%−$50.7KCut−$235.8K
Apple Inc.AAPL12.4K$3.14M1.2%−$223.5KCut−$295.8K
Southern Co18.4K$1.77M0.7%$171.3KHeld
Nvidia CorpNVDA6.26K$1.09M0.4%−$51.1KAdded$303.4K
Invesco Qqq Tr1.77K$1.02M0.4%−$20.3KAdded$687.9K
Exxon Mobil Corp4.32K$733.3K0.3%$213.2KCut$22.7K
Vanguard Index Fds992$592.9K0.2%−$23.9KAdded$83.7K
Vanguard Index Fds1.66K$532.9K0.2%−$24KHeld
Amazon Com IncAMZN2.43K$506.9K0.2%−$54.9KCut−$223.6K
Mcdonalds CorpMCD1.62K$502.5K0.2%$8.34KCut−$144.5K
Alphabet Inc1.73K$494.8K0.2%−$40.4KAdded$24.1K
Microsoft CorpMSFT1.09K$404.6K0.1%−$121.2KAdded−$112.7K
Pfizer IncPFE11.8K$330K0.1%$36KAdded$48.2K
Motorola Solutions, Inc.MSI655$284.3K0.1%$33.2KCut$593
BlackRock, Inc.BLK221$212.5K0.1%−$24KHeld
Walmart Inc.WMT1.63K$202.8K0.1%$21KCut$12.6K
Palantir Technologies Inc.PLTR1.34K$196.6K0.1%−$22.8KAdded$67.9K
Fedex CorpFDX518$184.5K0.1%$34.8KHeld
Home Depot, Inc.HD557$183.2K0.1%−$8.47KCut−$9.16K
Ge Aerospace627$177.9K0.1%−$15.2KCut−$25.1K
Micron Technology IncMU466$157.4K0.1%$14.2KAdded$80.1K
Ishares Tr468$153.8K0.1%$12.9KHeld
Vanguard Intl Equity Index F1.83K$150.6K0.1%−$2.15KHeld
Nutanix, Inc.NTNX3.83K$145.7K0.1%−$51.9KAdded−$50.4K
Johnson & JohnsonJNJ589$144K0.1%$19.9KAdded$33.9K
Eli Lilly & CoLLY150$138K0.1%−$23.2KCut−$27.5K
GE Vernova Inc.GEV155$135.3K0.1%$34KCut$29.4K
Meta Platforms, Inc.META234$133.9K0.0%−$20.6KHeld
Tesla, Inc.TSLA322$119.7K0.0%−$25.1KCut−$50.3K
Broadcom Inc.AVGO384$118.7K0.0%−$2.88KAdded$92.3K
Kinder Morgan Inc Del3.14K$105.4K0.0%$19KCut$6.69K
Advanced Micro Devices IncAMD515$104.8K0.0%−$5.53KCut−$21.8K
Marathon Pete Corp406$99.1K0.0%$33.1KHeld
Vanguard Intl Equity Index F1.31K$98.5K0.0%$2.02KCut−$284.9K
Oneok Inc /New/OKE1.08K$97.6K0.0%$18.2KHeld
Vaneck Etf Trust237$90.7K0.0%$5.48KAdded$5.87K
Goldman Sachs Group Inc103$87.1K0.0%−$3.4KHeld
Conagra Brands Inc.CAG5.51K$86.7K0.0%−$8.77KHeld
Vanguard Index Fds298$85.5K0.0%−$884Added−$597
Lowes Cos Inc346$81.8K0.0%−$1.69KCut−$4.58K
Verizon Communications IncVZ1.56K$78.4K0.0%$14.8KCut$6.87K
Lamb Weston Hldgs Inc1.82K$77.1K0.0%$676Held
Coca Cola CoKO974$74.1K0.0%$5.96KCut$2.89K
Mannkind CorpMNKD28.9K$70.7K0.0%−$92.9KHeld
Boeing Co353$70.3K0.0%−$6.39KHeld
Mastercard IncMA125$62.5K0.0%−$9.05KCut−$23.4K
Taiwan Semiconductor Mfg Ltd184$62.2K0.0%$6.27KCut−$6.8K
Cardinal Health IncCAH285$60.1K0.0%$1.48KCut−$9.63K
At&T Inc2.07K$60K0.0%$8.59KCut−$85.8K
Dominion Energy, IncD922$57K0.0%$2.98KHeld
Roku, IncROKU602$57K0.0%−$8.35KHeld
Ishares Silver Tr833$56.8K0.0%$1.89KAdded$24.1K
Shopify Inc.SHOP475$56.3K0.0%−$12.7KAdded$8.05K
Merck & Co., Inc.MRK460$55.3K0.0%$6.88KCut−$5.01K
Jpmorgan Chase & Co.183$53.7K0.0%−$4.17KAdded$5.23K
Ishares Bitcoin Trust EtfIBIT1.39K$53.6K0.0%−$15.7KHeld
Select Sector Spdr Tr401$53.3K0.0%−$2.24KAdded$24.3K
Intel CorpINTC1.16K$51.3K0.0%$8.41KCut$6.46K
Oracle Corp340$50K0.0%−$6.69KAdded$22.7K
Costco Whsl Corp New50$49.8K0.0%$6.71KHeld
Alphabet Inc158$45.5K0.0%−$4KHeld
Netflix IncNFLX458$44K0.0%New
Sprott Fds Tr720$42.6K0.0%$101Added$40.9K
Aflac IncAFL375$41.1K0.0%−$210Held
Spdr Gold Tr93$40K0.0%$340Added$36.1K
Spdr Series Trust509$38.9K0.0%−$1.85KAdded−$1.77K
Salesforce, Inc.CRM208$38.8K0.0%−$16.3KCut−$16.8K
Waste Mgmt Inc Del157$36.1K0.0%$1.14KAdded$11.3K
Chevron Corp NewCVX169$35K0.0%$9.2KCut−$160.5K
Fidelity Natl Information Sv739$34.7K0.0%−$14.4KHeld
Cvs Health CorpCVS478$34.3K0.0%−$1.82KAdded$15.1K
Hewlett Packard Enterprise C1.42K$33.8K0.0%−$297Held
Sprott Asset Management Lp951$33.7K0.0%$2.3KHeld
Vanguard Intl Equity Index F317$31K0.0%New
American Centy Etf Tr309$30.9K0.0%New
RHRH215$30.1K0.0%−$8.46KHeld
Southwest Airls Co800$30.1K0.0%−$3.01KCut−$23.7K
Schwab Strategic Tr978$30K0.0%New
Air Prods & Chems Inc96$27.9K0.0%$4.17KHeld
Neos Etf Trust561$27.9K0.0%−$309Added$23.9K
Grayscale Bitcoin Trust EtfGBTC511$27K0.0%−$7.97KHeld
United Parcel Service IncUPS274$27K0.0%−$208Cut−$17.7K
Suncor Energy Inc New400$26.4K0.0%$8.7KHeld
Invesco Exch Traded Fd Tr Ii111$26.4K0.0%−$1.7KHeld
Uber Technologies, IncUBER365$26.3K0.0%−$3.57KHeld
Ishares Tr117$25.7K0.0%$445Added$2.64K
Invesco Exchange Traded Fd T131$25.1K0.0%New
Agnc Invt Corp2.5K$25.1K0.0%−$1.73KHeld
Adobe Inc.ADBE103$25K0.0%−$11KHeld
Schwab Strategic Tr853$24.8K0.0%−$2.98KCut−$35.6K
Eaton Corp PlcETN68$24.3K0.0%$784Added$18K
International Business Machs100$24.2K0.0%−$5.38KHeld
Ares Capital CorpARCC1.33K$24K0.0%−$2.94KHeld
Tidal Trust Iii1.2K$23.1K0.0%New
Enterprise Prods Partners L606$22.9K0.0%$977Added$17.6K
Unisys CorpUIS11K$22.8K0.0%−$7.59KHeld
Global X Fds881$22.4K0.0%New
Tidal Trust Iii1.24K$22.4K0.0%New
Topgolf Callaway Brands CorpCALY1.61K$22.3K0.0%$3.55KHeld
Etf Opportunities Trust958$22.2K0.0%New
Unum Group300$21.9K0.0%New
Enbridge Inc399$21.6K0.0%$2.23KAdded$4.67K
Fiserv IncFISV382$21.3K0.0%−$3.41KAdded$1.17K
Constellation Energy CorpCEG76$21.3K0.0%−$4.52KAdded−$317
Target CorpTGT174$21.1K0.0%$4.08KCut−$44.8K
Carnival Corp Ltd.CCL800$20.7K0.0%−$3.73KCut−$3.85K
Disney Walt Co211$20.3K0.0%−$2.87KAdded$1.46K
Kurv Etf Tr838$20.2K0.0%New
Ford Mtr Co1.73K$20K0.0%−$2.73KCut−$2.76K
Abbott LabsABT188$19.3K0.0%−$4.23KCut−$18.2K
Bitwise Xrp EtfXRP1.28K$19.3K0.0%−$7.04KHeld
Duke Energy Corp New144$18.9K0.0%$1.99KCut−$4.58K
Viatris IncVTRS1.39K$18.8K0.0%$1.48KHeld
Blackstone Inc.BX162$18.7K0.0%−$2.8KAdded$7.57K
Valero Energy Corp75$18.5K0.0%$6.32KCut$2.25K
Novanta Inc156$18.4K0.0%−$137Held
Affirm Hldgs Inc400$18.3K0.0%−$11.4KHeld
Caterpillar IncCAT25$17.7K0.0%$3.39KCut−$24.1K
C3.ai, Inc.AI2.1K$17.7K0.0%−$10.6KHeld
Chipotle Mexican Grill IncCMG550$17.6K0.0%−$2.74KHeld
Wisdomtree Tr203$17.5K0.0%$300Held
Royal Caribbean Group63$17.3K0.0%New
Ge Healthcare Technologies I238$16.9K0.0%−$2.58KCut−$2.83K
American Superconductor Corp500$16.9K0.0%$2.03KAdded$5.41K
First Tr Exchange-Traded Fd654$16.7K0.0%New
Construction Partners, Inc.ROAD150$16.7K0.0%$385Held
ConocophillipsCOP126$16.6K0.0%$4.84KCut$812
Zoom Communications, Inc.ZM200$16.1K0.0%−$1.18KHeld
Celestica IncCLS57$16.1K0.0%−$278Added$10.1K
Nextera Energy Inc172$16K0.0%$2.04KAdded$3.06K
Agnico Eagle Mines LtdAEM77$15.6K0.0%$2.58KCut$1.73K
American Express CoAXP51$15.6K0.0%−$3.43KHeld
Comcast Corp New542$15.6K0.0%−$639Held
Arm Holdings Plc102$15.4K0.0%$4.2KAdded$4.5K
Etsy IncETSY307$15.3K0.0%−$1.68KHeld
Smartstop Self Storag Reit I501$15.2K0.0%New
Global X Fds168$15.1K0.0%New
V F CorpVFC885$15K0.0%−$965Held
Docusign, Inc.DOCU315$14.9K0.0%−$6.61KHeld
Wisdomtree Tr466$14.9K0.0%New
Devon Energy Corp New280$14.1K0.0%$3.83KCut$976
Western Digital CorpWDC52$14.1K0.0%New
NIKE, Inc.NKE259$13.7K0.0%−$2.8KAdded−$2.75K
Vaneck Etf Trust145$13.3K0.0%New
Ishares Tr107$13.3K0.0%$136Added$9.34K
Spdr S&P 500 Etf Tr20$13.2K0.0%−$472Cut−$49.7K
Williams Cos Inc181$13.2K0.0%$2.11KAdded$3.27K
American Elec Pwr Co Inc100$13.1K0.0%$1.58KHeld
Kinross Gold Corp425$13K0.0%$1KCut$299
Energy Transfer L P668$12.9K0.0%$1.79KAdded$2.37K
Occidental Pete Corp197$12.8K0.0%$4.7KHeld
Fortinet, Inc.FTNT155$12.7K0.0%$144Added$7.74K
Pepsico IncPEP81$12.6K0.0%$969Cut−$1.92K
Chord Energy CorpCHRD88$12.5K0.0%$4.37KHeld
Fs Specialty Lending Fd999$12.5K0.0%−$1.63KHeld
Wheaton Precious Metals Corp.WPM95$12.4K0.0%$1.08KAdded$3.04K
Global X Fds585$12.4K0.0%New
Toll Brothers, Inc.TOL90$12.3K0.0%New
Amplify Etf Tr300$12.1K0.0%New
Oxford Lane Cap Corp1.23K$12K0.0%−$5.99KHeld
Wells Fargo Co New150$11.9K0.0%−$2.04KHeld
3M COMMM82$11.9K0.0%New
Cameco CorpCCJ109$11.8K0.0%$1.71KAdded$2.69K
Datadog, Inc.DDOG100$11.8K0.0%New
RTX CorpRTX61$11.8K0.0%$544Cut−$7K
Legg Mason Etf Invt274$11.7K0.0%$733Held
Ishares Tr170$11.5K0.0%New
Amer States Wtr Co150$11.3K0.0%$471Held
Palo Alto Networks IncPANW70$11.2K0.0%−$1.19KAdded$2.01K
Starbucks CorpSBUX124$11.1K0.0%$592Added$1.85K
Marvell Technology, Inc.MRVL112$11.1K0.0%$1.41KAdded$2.6K
First Tr Exchange-Traded Fd234$11K0.0%$222Held
Astera Labs, Inc.ALAB100$11K0.0%−$5.68KHeld
Sandisk CorpSNDK17$10.8K0.0%New
AST SpaceMobile, Inc.ASTS130$10.8K0.0%$1.02KAdded$3.51K
Rivian Automotive Inc695$10.5K0.0%−$3.24KHeld
Paypal Hldgs Inc227$10.3K0.0%−$2.98KHeld
Global X Fds202$10.3K0.0%$571Added$673
ServiceNow, Inc.NOW98$10.2K0.0%−$4.62KAdded−$4.31K
Robinhood Ventures Fd I384$10.2K0.0%New
Bristol-Myers Squibb Co168$10.2K0.0%$1.13KCut$588
Procter And Gamble CoPG69$9.97K0.0%$38Cut−$250
Applovin CorpAPP25$9.95K0.0%New
Spdr Series Trust30$9.92K0.0%$143Held
Expedia Group, Inc.EXPE43$9.81K0.0%−$245Added$7.97K
Stmicroelectronics N V278$9.61K0.0%$284Added$8.75K
Sonida Senior Living, Inc.SNDA288$9.29K0.0%New
Alamos Gold Inc NewAGI200$8.89K0.0%$1.17KHeld
General Mtrs Co119$8.87K0.0%−$811Held
Annaly Capital Management In408$8.63K0.0%−$494Held
Warner Bros. Discovery, Inc.WBD312$8.57K0.0%−$391Added$268
Entrepreneurshares Series Tr500$8.45K0.0%New
Ishares Tr22$8.15K0.0%New
Mondelez Intl Inc141$8.15K0.0%$423Added$2.16K
Sprott Asset Management Lp333$8.12K0.0%$247Held
Dollar Gen Corp New68$8.11K0.0%−$951Held
Kimberly Clark CorpKMB84$8.1K0.0%New
Whirlpool Corp150$8.1K0.0%−$2.67KAdded−$2.56K
Commvault Sys Inc104$8.1K0.0%New
Cava Group, Inc.CAVA100$8.09K0.0%New
Charles Riv Labs Intl Inc47$8.06K0.0%−$1.26KHeld
Crown Castle Inc.CCI97$7.91K0.0%−$736Held
Truist Finl Corp170$7.82K0.0%−$551Cut−$20.2K
Select Sector Spdr Tr48$7.76K0.0%$225Added$2.49K
Ppl Corp200$7.64K0.0%New
Nuveen Pfd & Income Opportun995$7.5K0.0%−$567Held
J P Morgan Exchange Traded F135$7.5K0.0%New
Petroleo Brasileiro Sa Petro350$7.26K0.0%$3.12KHeld
ExlService Holdings, Inc.EXLS238$7.25K0.0%New
Etfis Ser Tr I352$7.17K0.0%−$419Held
Packaging Corp Amer33$7K0.0%New
Lumen Technologies, Inc.LUMN1K$6.95K0.0%−$820Held
Altria Group, Inc.MO105$6.93K0.0%$624Added$2.6K
Diamondback Energy, Inc.FANG35$6.92K0.0%$1.42KAdded$2.41K
Abrdn Healthcare Opportuniti408$6.85K0.0%−$951Held
Block Inc111$6.68K0.0%−$545Held
Sila Realty Trust Inc280$6.63K0.0%$103Held
Philip Morris Intl Inc40$6.61K0.0%$198Held
Illinois Tool Wks Inc25$6.51K0.0%$349Held
Kenvue Inc.KVUE369$6.36K0.0%−$3Held
Ishares Tr35$6.35K0.0%−$637Held
Proassurance Corp256$6.33K0.0%$143Held
Pool CorpPOOL31$6.27K0.0%−$819Held
American Tower Corp New36$6.21K0.0%−$108Held
General Dynamics CorpGD18$6.18K0.0%$79Added$2.14K
Iren Limited180$6.17K0.0%New
SiteOne Landscape Supply, Inc.SITE45$5.99K0.0%$385Held
Slb Limited/NvSLB115$5.91K0.0%$910Added$3.22K
Select Sector Spdr Tr96$5.88K0.0%$1.59KHeld
Anglogold Ashanti PlcAU60$5.84K0.0%$725Held
Union Pac Corp24$5.82K0.0%$274Cut−$18.9K
Royal Gold IncRGLD22$5.65K0.0%$741Cut−$5.28K
Blackrock Science & Technolo250$5.54K0.0%−$115Held
Newmont Corp50$5.44K0.0%$422Held
Zscaler, Inc.ZS38$5.33K0.0%New
Guidewire Software, Inc.GWRE35$5.24K0.0%−$1.8KHeld
Abrdn Global Premier Pptys F466$5.15K0.0%New
Albemarle Corp28$4.97K0.0%$1.06KHeld
Barings BDC, Inc.BBDC603$4.96K0.0%−$573Held
Or Royalties Inc.OR130$4.94K0.0%$105Added$3.53K
Ishares Gold Tr56$4.94K0.0%New
Gsk Plc89$4.91K0.0%$547Cut−$9.26K
Eagle Point Credit Company I1.3K$4.89K0.0%−$2.6KHeld
Bank America Corp100$4.88K0.0%−$625Cut−$1.12K
Amplify Etf Tr108$4.84K0.0%$38Held
Lockheed Martin CorpLMT8$4.83K0.0%$966Held
Unitedhealth Group IncUNH17$4.7K0.0%−$999Cut−$3.34K
Credo Technology Group Holdi50$4.69K0.0%−$1.85KAdded−$630
Prologis Inc.36$4.69K0.0%$160Held
Spdr Series Trust51$4.67K0.0%New
Invesco Exchange Traded Fd T85$4.66K0.0%−$395Held
Kraft Heinz CoKHC206$4.63K0.0%−$363Held
Tempus AI, Inc.TEM102$4.61K0.0%−$1.41KHeld
Interparfums IncIPAR50$4.54K0.0%New
Alibaba Group Hldg Ltd36$4.52K0.0%−$760Held
Bce Inc178$4.49K0.0%$253Held
Texas Instrs Inc23$4.46K0.0%$475Held
Healthpeak Properties, Inc.DOC265$4.35K0.0%$93Held
Dynex Cap Inc337$4.3K0.0%−$421Held
First Tr Exchange-Traded Fd27$4.29K0.0%−$129Held
Skyworks Solutions, Inc.SWKS80$4.28K0.0%−$789Held
Xai Octagn Flt Rat & Alt Inm246$4.23K0.0%New
Neos Etf Trust84$3.98K0.0%New
Asml Holding N V3$3.96K0.0%$752Held
Tidal Trust Ii282$3.94K0.0%New
Freeport-Mcmoran IncFCX66$3.88K0.0%$530Held
Sprouts Fmrs Mkt Inc50$3.86K0.0%New
Quantumscape CorpQS600$3.83K0.0%−$2.42KHeld
Pan Amern Silver Corp70$3.82K0.0%$197Held
Pimco Dynamic Income Fd222$3.8K0.0%New
Spdr Series Trust21$3.79K0.0%$1.17KHeld
Tidal Trust Iii124$3.78K0.0%New
Franco Nev Corp15$3.71K0.0%$597Cut−$2.51K
Roundhill Etf Trust135$3.7K0.0%−$342Added$618
Arista Networks, Inc.ANET30$3.68K0.0%−$157Added$1.19K
Viper Energy, Inc.VNOM78$3.66K0.0%$390Added$1.84K
Tidal Trust Ii327$3.59K0.0%−$340Held
Tidal Trust Ii450$3.52K0.0%−$967Held
lululemon athletica inc.LULU23$3.52K0.0%−$1.26KHeld
Novo-Nordisk A S95$3.49K0.0%−$1.34KHeld
Huntington Bancshares Inc216$3.38K0.0%−$368Held
Entergy Corp New30$3.37K0.0%New
Mp Materials Corp69$3.33K0.0%−$156Cut−$661
Delta Air Lines Inc DelDAL50$3.32K0.0%−$146Held
Atlas Lithium CorpATLX750$3.26K0.0%$90Held
First Majestic Silver CorpAG150$3.22K0.0%$723Held
Tidal Trust Ii124$3.21K0.0%−$1.01KHeld
Crescent Cap Bdc Inc264$3.21K0.0%−$501Held
Diageo Plc43$3.2K0.0%−$509Held
Eldorado Gold Corp New91$3.12K0.0%New
Kinsale Cap Group Inc9$3.12K0.0%−$449Held
Wheels Up Experience Inc.UP6.01K$3.1K0.0%−$840Held
Vistra Corp.VST20$3.01K0.0%−$220Held
Medical Pptys Trust IncMPT642$2.97K0.0%−$238Held
Bp Plc63$2.96K0.0%$773Cut−$720
Kratos Defense & Sec Solutio42$2.96K0.0%−$119Added$1.29K
United Rentals, Inc.URI4$2.91K0.0%−$323Held
Archer Aviation Inc560$2.9K0.0%−$1.18KAdded−$865
Cheniere Energy, Inc.LNG10$2.84K0.0%New
MARRIOTT VACATIONS WORLDWIDE CorpVAC43$2.82K0.0%$316Added$382
Amgen IncAMGN8$2.81K0.0%$197Held
Hercules Capital Inc189$2.79K0.0%−$765Held
Essential Utils Inc69$2.78K0.0%$132Cut−$7.27K
Triple Flag Precious Metal80$2.78K0.0%$119Held
Ramaco Res Inc170$2.63K0.0%−$330Added$288
Proshares Tr69$2.61K0.0%$142Held
Americas Gold And Silver Cor500$2.61K0.0%$27Added$1.33K
Nebius Group N.V.NBIS25$2.59K0.0%New
ServiceTitan, Inc.TTAN40$2.54K0.0%New
Medtronic PlcMDT29$2.51K0.0%−$273Held
Blue Owl Capital Corporation225$2.49K0.0%New
Canadian Nat Res Ltd51$2.48K0.0%$759Held
D R Horton Inc18$2.47K0.0%−$123Held
Danaher Corporation13$2.46K0.0%−$314Added$634
Sibanye Stillwater Ltd200$2.46K0.0%−$386Held
Grayscale Bitcoin Mini Tr Et82$2.46K0.0%−$717Held
Vaneck Etf Trust20$2.45K0.0%$128Held
Baidu Inc22$2.45K0.0%−$424Held
Paccar IncPCAR21$2.43K0.0%$126Held
Sunoco Lp/Sunoco Fin Corp37$2.4K0.0%$465Held
Ingersoll Rand Inc.IR30$2.4K0.0%$27Held
Applied Digital Corp.APLD98$2.33K0.0%−$76Held
Core Natural Resources, Inc.CNR22$2.31K0.0%$196Added$1.25K
Dakota Gold Corp.DC450$2.27K0.0%−$126Added$1.14K
Seabridge Gold IncSA80$2.27K0.0%−$100Held
Vertiv Holdings CoVRT9$2.26K0.0%$443Added$1.45K
Blackrock Tech And Private E340$2.24K0.0%$3Held
Rio Tinto Plc24$2.24K0.0%$318Cut−$5.76K
I-80 Gold Corp1.45K$2.2K0.0%New
Becton Dickinson & CoBDX14$2.2K0.0%−$516Held
Coherus Oncology, Inc.CHRS1.3K$2.2K0.0%$351Held
Rentokil Initial Plc69$2.17K0.0%$139Held
APA CorpAPA51$2.16K0.0%$557Added$1.41K
Ishares Tr21$2.14K0.0%New
BWX Technologies, Inc.BWXT10$2.08K0.0%$324Held
Hershey CoHSY10$2.08K0.0%$267Cut−$3.17K
Service Corp Intl25$2.06K0.0%$114Held
Aura Minerals Inc.AUGO25$2.04K0.0%$779Cut−$481
Invesco Exchange Traded Fd T35$2.02K0.0%New
Tidal Trust Ii41$1.99K0.0%New
Synopsys IncSNPS5$1.98K0.0%−$367Held
Gold Royalty Corp550$1.97K0.0%New
Bhp Group Ltd27$1.96K0.0%$334Held
Norwegian Cruise Line Hldg L105$1.96K0.0%−$380Held
Select Sector Spdr Tr18$1.96K0.0%New
Papa Johns Intl Inc60$1.95K0.0%−$364Held
Rocket Lab CorpRKLB30$1.93K0.0%−$166Cut−$3.79K
Totalenergies SeTTE21$1.91K0.0%$537Cut−$1.95K
Elemental Rty Corp100$1.88K0.0%New
Smith & Wesson Brands, Inc.SWBI131$1.88K0.0%$589Added$603
UBS Group AGUBS48$1.88K0.0%−$348Held
Hecla Mng Co100$1.86K0.0%−$55Cut−$1.97K
Aris Mng CorpARIS100$1.86K0.0%New
Teucrium Commodity Tr100$1.84K0.0%New
Westport Fuel Systems Inc.WPRT1K$1.82K0.0%$250Held
Nvent Electric PlcNVT15$1.77K0.0%New
Qualcomm Inc14$1.76K0.0%−$506Added−$381
B & G Foods Inc NewBGS364$1.75K0.0%$186Held
Wabtec7$1.75K0.0%$255Held
Csx CorpCSX42$1.72K0.0%$201Held
Azenta, Inc.AZTA81$1.71K0.0%−$982Held
Grayscale Ethereum Trust Etf100$1.71K0.0%−$730Held
Trade Desk, Inc.TTD75$1.7K0.0%−$1.15KHeld
Select Sector Spdr Tr34$1.7K0.0%New
Silicon Motion Technology CORPSIMO15$1.68K0.0%New
Mid-Amer Apt Cmntys Inc14$1.68K0.0%−$231Held
Sandridge Energy IncSD101$1.64K0.0%New
Caci Intl Inc3$1.63K0.0%New
Dorchester Minerals LpDMLP60$1.63K0.0%New
Walker & Dunlop, Inc.WD36$1.61K0.0%−$540Held
Tidal Trust Ii61$1.61K0.0%−$793Held
Ishares Tr5$1.57K0.0%New
Centrus Energy CorpLEU9$1.56K0.0%−$69Added$1.32K
Nnn Reit, Inc.NNN36$1.52K0.0%$87Held
Appian CorpAPPN63$1.52K0.0%−$713Cut−$748
American Airls Group IncAAL140$1.5K0.0%−$642Held
Citizens Finl Group Inc25$1.5K0.0%$39Held
Teradyne, IncTER5$1.48K0.0%New
Aerovironment IncAVAV8$1.46K0.0%−$353Added$13
Nuscale Pwr Corp135$1.46K0.0%−$450Held
Fifth Third Bancorp31$1.45K0.0%−$11Held
Lyondellbasell Industries N18$1.45K0.0%$671Cut$281
Eog Res Inc10$1.45K0.0%New
Equinox Gold Corp.EQX100$1.45K0.0%$42Cut−$1.01K
Red Cat Hldgs Inc110$1.44K0.0%New
Ubs Ag16$1.42K0.0%New
Iamgold CorpIAG75$1.41K0.0%$175Cut−$1.06K
Rigetti Computing Inc100$1.4K0.0%−$811Held
Cincinnati Finl Corp9$1.38K0.0%−$52Held
Nutrien Ltd.NTR18$1.36K0.0%New
Illumina, Inc.ILMN11$1.36K0.0%−$87Held
Bloom Energy CorpBE10$1.35K0.0%New
Cigna GroupCI5$1.33K0.0%−$42Held
Edwards Lifesciences CorpEW16$1.3K0.0%−$84Held
Tidal Trust Ii112$1.29K0.0%−$436Held
DoorDash, Inc.DASH9$1.28K0.0%New
Venture Global, Inc.VG80$1.26K0.0%New
Nano Nuclear Energy Inc.NNE60$1.23K0.0%−$212Cut−$452
Hubspot IncHUBS5$1.22K0.0%−$786Held
Insperity, Inc.NSP45$1.22K0.0%−$525Held
Tidal Trust Ii120$1.21K0.0%−$302Held
Tidal Trust Ii56$1.19K0.0%−$466Held
Coherent Corp.COHR5$1.19K0.0%New
General Mls IncGIS32$1.19K0.0%−$313Added−$276
Tidal Trust Ii30$1.16K0.0%−$389Held
Fmc CorpFMC66$1.14K0.0%$224Held
Idaho Strategic Resources, Inc.IDR35$1.12K0.0%−$287Cut−$2.3K
Leonardo DRS, Inc.DRS25$1.12K0.0%$264Held
Niocorp Devs Ltd250$1.11K0.0%New
Frequency Electrs Inc25$1.11K0.0%−$239Cut−$1.58K
CareTrust REIT, Inc.CTRE30$1.1K0.0%Added$1.1K
Main Str Cap Corp20$1.06K0.0%−$149Cut−$3.35K
Proshares Tr Ii65$1.05K0.0%New
Newsmax Inc.NMAX200$1.04K0.0%−$502Held
Jd.Com Inc35$1.03K0.0%$30Held
Joby Aviation Inc125$1.03K0.0%New
Tidal Trust Ii56$1.02K0.0%−$378Held
Honda Motor Ltd42$1.02K0.0%−$217Held
Proshares Tr45$1.01K0.0%$93Added$115
Ally Finl Inc26$1.01K0.0%−$156Held
Thermo Fisher Scientific Inc.TMO2$9830.0%−$176Held
Brookfield Renewable Partner30$9790.0%New
Invesco Exch Traded Fd Tr Ii21$9660.0%−$126Held
Texas Pacific Land Corporati2$9500.0%$375Cut−$4.22K
Eagle Point Income Company I100$9440.0%−$197Held
First Horizon Corporation41$9390.0%−$47Held
Clorox Co Del9$9330.0%$26Held
Aes CorpAES66$9280.0%New
Intuitive Surgical IncISRG2$9220.0%New
Snap IncSNAP200$9200.0%−$694Held
Sunrun Inc.RUN66$8950.0%−$319Held
Ameresco, Inc.AMRC35$8930.0%−$132Held
Amplify Etf Tr30$8920.0%New
Globant S.A.GLOB19$8760.0%−$366Held
United States Antimony CorpUAMY100$8730.0%$371Cut−$131
Trump Media & Technology Gro93$8630.0%−$368Held
Southern Copper Corp/SCCO5$8600.0%New
Scotts Miracle-Gro CoSMG14$8510.0%$34Held
Redwire CorpRDW100$8500.0%$90Held
Mind Technology, IncMIND100$8350.0%−$44Held
PDD Holdings Inc.PDD8$8170.0%−$90Held
Sterling Infrastructure, Inc.STRL2$8150.0%New
BlackBerry LtdBB250$8100.0%−$138Held
Uranium Energy CorpUEC60$8100.0%$109Held
Symbotic Inc.SYM15$7980.0%New
TransMedics Group, Inc.TMDX8$7950.0%−$178Held
Canadian Pacific Kansas City10$7870.0%$51Held
Versant Media Group, Inc.VSNT21$7770.0%New
Stryker CorpSYK2$7460.0%−$50Held
Keycorp37$7370.0%−$22Held
Rumble Inc142$7240.0%−$173Held
D-Wave Quantum Inc.QBTS50$7220.0%−$586Held
V2X, Inc.VVX10$6850.0%New
SkyWater Technology, LLCSKYT25$6850.0%$231Held
Amkor Technology, Inc.AMKR15$6750.0%New
Kyndryl Hldgs Inc51$6690.0%−$686Held
DNOW Inc.DNOW55$6550.0%−$74Held
Exelixis, Inc.EXEL15$6430.0%New
Pacira BioSciences, Inc.PCRX27$6100.0%−$89Held
Iac IncPPLI15$6000.0%$13Held
Us Bancorp Del12$5980.0%−$16Held
ZoomInfo Technologies Inc.GTM100$5980.0%−$419Held
Atkore Inc.ATKR10$5890.0%New
Westlake CorpWLK5$5840.0%$214Held
Alliancebernstein Hldg L P15$5620.0%New
Playtika Hldg Corp200$5560.0%−$234Held
TechnipFMC PLCFTI8$5530.0%New
Playboy, Inc.PLBY360$5470.0%−$130Held
Ark Etf Tr20$5320.0%−$52Held
Conmed CorpCNMD14$4950.0%−$73Held
Franklin Resources IncBEN20$4720.0%−$6Held
Vipshop Hldgs Ltd30$4720.0%−$59Held
Tmc The Metals Company Inc100$4670.0%−$150Held
Leidos Holdings, Inc.LDOS3$4670.0%−$74Held
Starwood Ppty Tr Inc27$4650.0%−$21Held
Oklo Inc.OKLO9$4460.0%−$200Held
Ishares Tr5$4350.0%New
Live Oak Bancshares Inc13$4270.0%−$18Cut−$806
Epam Sys Inc3$4060.0%−$209Held
Butterfly Network, Inc.BFLY100$4040.0%$24Held
Karman Hldgs Inc5$4000.0%New
Mirion Technologies, Inc.MIR20$3720.0%New
Ondas Hldgs IncONDS40$3620.0%−$28Cut−$614
Centerra Gold Inc.CGAU20$3560.0%New
Navitas Semiconductor CorpNVTS40$3510.0%New
Five9, Inc.FIVN22$3340.0%−$107Cut−$127
Goodyear Tire & Rubr Co50$3320.0%−$106Held
Sprott Fds Tr5$3160.0%New
Vanguard Scottsdale Fds1$3120.0%−$14Held
Inspire Med Sys Inc6$3090.0%−$244Held
Mccormick & Co Inc6$3030.0%New
Omnicom Group Inc.OMC4$3010.0%−$22Held
Lendingtree Inc NewTREE7$3000.0%−$72Held
Waters Corp1$2980.0%New
Beyond Meat, Inc.BYND400$2810.0%−$47Held
Soundhound Ai Inc40$2750.0%−$124Cut−$323
Microchip Technology Inc.4$2580.0%$3Held
Opendoor Technologies Inc48$2250.0%−$55Held
Sonos IncSONO15$2010.0%−$62Held
HUYA Inc.HUYA60$1980.0%$25Held
Organon & Co.OGN32$1920.0%−$37Held
Bruker Corp5$1810.0%−$55Cut−$997
Birkenstock Holding PlcBIRK5$1790.0%−$26Held
Newell Brands Inc.NWL50$1720.0%−$14Held
Align Technology IncALGN1$1710.0%$15Held
Angel Studios, Inc.ANGX53$1620.0%−$86Held
Plug Power IncPLUG70$1580.0%$20Held
Bigbear Ai Hldgs Inc40$1410.0%New
Clean Energy Fuels Corp.CLNE56$1390.0%$21Held
Lands End Inc New11$1240.0%−$36Cut−$123
Direxion Shs Etf Tr15$1130.0%New
Enphase Energy, Inc.ENPH3$1130.0%$17Held
Baozun Inc.BZUN47$1120.0%−$13Held
Vertical Aerospace Ltd50$1110.0%New
Daqo New Energy Corp.DQ5$1060.0%−$42Held
Camping World Hldgs Inc12$820.0%−$35Held
Gaotu Techedu Inc.GOTU32$630.0%−$11Held
Lufax Holding LtdLU28$520.0%−$20Held
Teladoc Health, Inc.TDOC8$440.0%−$12Held
SoFi Technologies, Inc.SOFI2$320.0%−$20Held
Trinseo PlcTSEOQ250$260.0%−$98Held
Six Flags Entertainment Corp1$180.0%$3Held
Hello Group Inc.MOMO3$170.0%−$3Held
Baxter Intl Inc1$170.0%−$2Held
Paysafe Limited2$140.0%−$2Held
Tidal Trust Ii1$130.0%New
Nokia Corp1$80.0%$2Held
Autonomix Med Inc10$40.0%−$2Held
Lexinfintech Hldgs Ltd1$20.0%−$1Held
Nisun Intl Ent Dvpmt Gp Co L2$10.0%−$1Held
Opendoor Technologies Inc1$10.0%$0Held
Opendoor Technologies Inc1$00.0%$0Held
Opendoor Technologies Inc1$00.0%−$1Held
Calamos Etf Tr0$00.0%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.