CIK 1537720
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 33.69% | 155 |
| Technology Hardware & Equipment | 7.67% | 13 |
| Semiconductors & Semiconductor Equipment | 6.68% | 19 |
| Road & Rail | 5.66% | 5 |
| Specialty Retail | 5.10% | 13 |
| Software & IT Services | 4.99% | 6 |
| Software | 4.04% | 13 |
| Capital Markets | 3.69% | 12 |
| Banks | 3.22% | 25 |
| Pharmaceuticals & Biotechnology | 3.08% | 13 |
| Commercial Services & Supplies | 2.99% | 12 |
| Oil, Gas & Consumable Fuels | 2.48% | 12 |
| Aerospace & Defense | 2.44% | 9 |
| Insurance | 2.29% | 15 |
| Utilities | 1.83% | 21 |
| Chemicals | 1.27% | 13 |
| Machinery | 1.22% | 13 |
| Distributors | 1.19% | 7 |
| Electrical Equipment & Components | 1.16% | 4 |
| Health Care Equipment & Supplies | 0.81% | 7 |
| Hotels, Restaurants & Leisure | 0.70% | 7 |
| Beverages | 0.66% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 0.62% | 9 |
| Communications Equipment | 0.48% | 1 |
| Tobacco | 0.36% | 3 |
| Automobiles & Components | 0.28% | 5 |
| Leisure Products | 0.21% | 1 |
| Health Care Providers & Services | 0.19% | 2 |
| Metals & Mining | 0.13% | 4 |
| Construction Materials | 0.13% | 1 |
| Diversified Telecommunication Services | 0.12% | 3 |
| Media & Entertainment | 0.12% | 3 |
| Food Products | 0.09% | 3 |
| Real Estate Management & Development | 0.07% | 2 |
| Transportation Infrastructure | 0.06% | 1 |
| Airlines | 0.06% | 2 |
| Entertainment | 0.06% | 1 |
| Professional Services | 0.05% | 2 |
| Textiles, Apparel & Luxury Goods | 0.04% | 1 |
| Food & Staples Retailing | 0.04% | 3 |
| Paper & Forest Products | 0.03% | 3 |
| Agricultural Products | 0.02% | 1 |
| Marine | 0.01% | 1 |
| Construction & Engineering | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 5.71% |
| 2 | UPS | UNITED PARCEL SERVICE INC | Industrials | 5.28% |
| 3 | IVV | ISHARES TR | Unclassified | 5.08% |
| 4 | AAPL | Apple Inc. | Information Technology | 4.62% |
| 5 | MSFT | MICROSOFT CORP | Information Technology | 2.81% |
| 6 | GOOG | Alphabet Inc. | Communication Services | 2.78% |
| 7 | AVGO | Broadcom Inc. | Information Technology | 2.59% |
| 8 | NVDA | NVIDIA CORP | Information Technology | 2.43% |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | Unclassified | 2.19% |
| 10 | JPM | JPMORGAN CHASE & CO | Financials | 1.87% |
296/450 names classified · sector 66.9% of weight · industry 66.3% · mkt cap 65.5%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 66.9% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 64.0% of book weight (264/442 names) · unclassified 36.0%: SPY, IVV, MDY, IWM, EFA, IJH, QQQ, RSP, VYM, BRK.A +168 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 268,215 | $183M | 5.7% | HOLD |
| 2 | UPSUNITED PARCEL SERVICE INC | 1,706,226 | $169M | 5.3% | HOLD |
| 3 | IVVISHARES TR | 237,563 | $163M | 5.1% | ADD 4% |
| 4 | AAPLAPPLE INC | 544,537 | $148M | 4.6% | HOLD |
| 5 | MSFTMICROSOFT CORP | 186,474 | $90M | 2.8% | HOLD |
| 6 | GOOGALPHABET INC | 284,376 | $89M | 2.8% | HOLD |
| 7 | AVGOBROADCOM INC | 239,844 | $83M | 2.6% | HOLD |
| 8 | NVDANVIDIA CORPORATION | 417,884 | $78M | 2.4% | HOLD |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 116,109 | $70M | 2.2% | HOLD |
| 10 | JPMJPMORGAN CHASE & CO | 185,822 | $60M | 1.9% | HOLD |
| 11 | IWMISHARES TR | 230,374 | $57M | 1.8% | HOLD |
| 12 | AMZNAMAZON COM INC | 241,620 | $56M | 1.7% | HOLD |
| 13 | EFAISHARES TR | 553,266 | $53M | 1.7% | HOLD |
| 14 | METAMETA PLATFORMS INC | 57,161 | $38M | 1.2% | HOLD |
| 15 | IJHISHARES TR | 534,122 | $35M | 1.1% | ADD 8% |
| 16 | GOOGLALPHABET INC | 102,787 | $32M | 1.0% | HOLD |
| 17 | QQQINVESCO QQQ TR | 49,925 | $31M | 1.0% | ADD 5% |
| 18 | TJXTJX COS INC NEW | 198,181 | $30M | 0.9% | HOLD |
| 19 | RTXRTX CORPORATION | 163,935 | $30M | 0.9% | HOLD |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 154,880 | $30M | 0.9% | ADD 351% |
| 21 | GEVGE VERNOVA INC | 45,134 | $29M | 0.9% | HOLD |
| 22 | HDHOME DEPOT INC | 85,426 | $29M | 0.9% | HOLD |
| 23 | MAMASTERCARD INCORPORATED | 51,143 | $29M | 0.9% | HOLD |
| 24 | VYMVANGUARD WHITEHALL FDS | 196,748 | $28M | 0.9% | HOLD |
| 25 | BRK.ABERKSHIRE HATHAWAY INC DEL | 35 | $26M | 0.8% | ADD 3% |
| 26 | IWBISHARES TR | 68,977 | $26M | 0.8% | TRIM −3% |
| 27 | XOMEXXON MOBIL CORP | 195,088 | $23M | 0.7% | ADD 26% |
| 28 | NEENEXTERA ENERGY INC | 281,846 | $23M | 0.7% | ADD 3% |
| 29 | HONHONEYWELL INTL INC | 113,998 | $22M | 0.7% | TRIM −2% |
| 30 | CATCATERPILLAR INC | 37,612 | $22M | 0.7% | TRIM −2% |
| 31 | MSMORGAN STANLEY | 121,308 | $22M | 0.7% | TRIM −10% |
| 32 | JNJJOHNSON & JOHNSON | 100,355 | $21M | 0.6% | HOLD |
| 33 | TTTRANE TECHNOLOGIES PLC | 53,140 | $21M | 0.6% | HOLD |
| 34 | PGPROCTER AND GAMBLE CO | 144,027 | $21M | 0.6% | HOLD |
| 35 | VTIVANGUARD INDEX FDS | 61,524 | $21M | 0.6% | HOLD |
| 36 | UNHUNITEDHEALTH GROUP INC | 61,054 | $20M | 0.6% | ADD 29% |
| 37 | IJRISHARES TR | 166,606 | $20M | 0.6% | ADD 7% |
| 38 | BLKBLACKROCK INC | 18,610 | $20M | 0.6% | TRIM −3% |
| 39 | CAHCARDINAL HEALTH INC | 95,933 | $20M | 0.6% | ADD 43% |
| 40 | VOOVANGUARD INDEX FDS | 31,332 | $20M | 0.6% | ADD 5% |
| 41 | GSGOLDMAN SACHS GROUP INC | 21,718 | $19M | 0.6% | HOLD |
| 42 | SPLVINVESCO EXCH TRADED FD TR II | 262,376 | $19M | 0.6% | HOLD |
| 43 | ABBVABBVIE INC | 81,449 | $19M | 0.6% | ADD 3% |
| 44 | BRK.BBERKSHIRE HATHAWAY INC DEL | 36,886 | $19M | 0.6% | ADD 4% |
| 45 | EEMISHARES TR | 335,288 | $18M | 0.6% | HOLD |
| 46 | KKRKKR & CO INC | 142,478 | $18M | 0.6% | HOLD |
| 47 | VVISA INC | 50,967 | $18M | 0.6% | HOLD |
| 48 | CSCOCISCO SYS INC | 225,574 | $17M | 0.5% | HOLD |
| 49 | ORCLORACLE CORP | 88,205 | $17M | 0.5% | ADD 3% |
| 50 | LLYELI LILLY & CO | 15,517 | $17M | 0.5% | HOLD |
| 51 | WMTWALMART INC | 147,983 | $16M | 0.5% | TRIM −2% |
| 52 | DHRDANAHER CORP DEL | 71,524 | $16M | 0.5% | TRIM −5% |
| 53 | ICEINTERCONTINENTAL EXCHANGE IN | 98,090 | $16M | 0.5% | HOLD |
| 54 | PANWPALO ALTO NETWORKS INC | 85,075 | $16M | 0.5% | TRIM −4% |
| 55 | ELVELEVANCE HEALTH INC FORMERLY | 44,121 | $15M | 0.5% | TRIM −2% |
| 56 | QCOMQUALCOMM INC | 89,458 | $15M | 0.5% | HOLD |
| 57 | AMGNAMGEN INC | 45,613 | $15M | 0.5% | ADD 3% |
| 58 | IVEISHARES TR | 70,134 | $15M | 0.5% | HOLD |
| 59 | IVWISHARES TR | 115,463 | $14M | 0.4% | ADD 24% |
| 60 | KOCOCA COLA CO | 201,074 | $14M | 0.4% | HOLD |
| 61 | PGRPROGRESSIVE CORP | 60,525 | $14M | 0.4% | TRIM −3% |
| 62 | ISRGINTUITIVE SURGICAL INC | 23,912 | $14M | 0.4% | HOLD |
| 63 | MRVLMARVELL TECHNOLOGY INC | 157,460 | $13M | 0.4% | TRIM −6% |
| 64 | WFCWELLS FARGO CO NEW | 140,300 | $13M | 0.4% | ADD 5% |
| 65 | MRKMERCK & CO INC | 121,064 | $13M | 0.4% | HOLD |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 21,990 | $13M | 0.4% | TRIM −4% |
| 67 | DUKDUKE ENERGY CORP NEW | 107,286 | $13M | 0.4% | ADD 3% |
| 68 | SHELSHELL PLC | 170,993 | $13M | 0.4% | ADD 4% |
| 69 | BRBROADRIDGE FINL SOLUTIONS IN | 54,807 | $12M | 0.4% | TRIM −4% |
| 70 | ACNACCENTURE PLC IRELAND | 43,472 | $12M | 0.4% | TRIM −13% |
| 71 | AJGGALLAGHER ARTHUR J & CO | 44,647 | $12M | 0.4% | TRIM −7% |
| 72 | LOWLOWES COS INC | 47,767 | $12M | 0.4% | HOLD |
| 73 | GLDSPDR GOLD TR | 28,527 | $11M | 0.4% | TRIM −2% |
| 74 | MCDMCDONALDS CORP | 35,941 | $11M | 0.3% | HOLD |
| 75 | BXBLACKSTONE INC | 69,223 | $11M | 0.3% | HOLD |
| 76 | FANGDIAMONDBACK ENERGY INC | 70,927 | $11M | 0.3% | TRIM −10% |
| 77 | LMTLOCKHEED MARTIN CORP | 21,594 | $10M | 0.3% | TRIM −3% |
| 78 | CDWCDW CORP | 74,347 | $10M | 0.3% | TRIM −12% |
| 79 | IAUISHARES GOLD TR | 123,571 | $10M | 0.3% | TRIM −3% |
| 80 | LINLINDE PLC | 23,281 | $10M | 0.3% | ADD 31% |
| 81 | HUBBHUBBELL INC | 22,215 | $10M | 0.3% | TRIM −3% |
| 82 | VCITVANGUARD SCOTTSDALE FDS | 113,759 | $10M | 0.3% | ADD 108% |
| 83 | ASMLASML HOLDING N V | 8,717 | $9M | 0.3% | HOLD |
| 84 | NOCNORTHROP GRUMMAN CORP | 16,261 | $9M | 0.3% | TRIM −5% |
| 85 | NOWSERVICENOW INC | 60,416 | $9M | 0.3% | ADD 391% |
| 86 | BPBP PLC | 266,311 | $9M | 0.3% | ADD 4% |
| 87 | VUGVANGUARD INDEX FDS | 18,307 | $9M | 0.3% | ADD 33% |
| 88 | IWPISHARES TR | 64,014 | $9M | 0.3% | ADD 57% |
| 89 | EOGEOG RES INC | 80,245 | $8M | 0.3% | TRIM −10% |
| 90 | FISVFISERV INC | 124,602 | $8M | 0.3% | ADD 93% |
| 91 | CVXCHEVRON CORP NEW | 54,846 | $8M | 0.3% | TRIM −3% |
| 92 | ROLROLLINS INC | 137,490 | $8M | 0.3% | NEW |
| 93 | ADIANALOG DEVICES INC | 30,261 | $8M | 0.3% | TRIM −14% |
| 94 | TRMBTRIMBLE INC | 104,169 | $8M | 0.3% | TRIM −4% |
| 95 | PPLPPL CORP | 228,952 | $8M | 0.3% | NEW |
| 96 | PMPHILIP MORRIS INTL INC | 49,839 | $8M | 0.2% | TRIM −2% |
| 97 | IWSISHARES TR | 56,530 | $8M | 0.2% | ADD 481% |
| 98 | UNPUNION PAC CORP | 33,024 | $8M | 0.2% | TRIM −2% |
| 99 | TELTE CONNECTIVITY PLC | 32,829 | $7M | 0.2% | TRIM −23% |
| 100 | IWFISHARES TR | 15,684 | $7M | 0.2% | HOLD |
| 101 | MDTMEDTRONIC PLC | 76,062 | $7M | 0.2% | HOLD |
| 102 | ADBEADOBE INC | 20,231 | $7M | 0.2% | TRIM −8% |
| 103 | WSOWATSCO INC | 20,823 | $7M | 0.2% | ADD 25% |
| 104 | AVUVAMERICAN CENTY ETF TR | 67,419 | $7M | 0.2% | ADD 231% |
| 105 | CALYTOPGOLF CALLAWAY BRANDS CORP | 572,008 | $7M | 0.2% | HOLD |
| 106 | HLTHILTON WORLDWIDE HLDGS INC | 23,222 | $7M | 0.2% | TRIM −2% |
| 107 | PEPPEPSICO INC | 45,391 | $7M | 0.2% | TRIM −2% |
| 108 | TSLATESLA INC | 13,802 | $6M | 0.2% | HOLD |
| 109 | HLIHOULIHAN LOKEY INC | 34,466 | $6M | 0.2% | HOLD |
| 110 | IWRISHARES TR | 61,035 | $6M | 0.2% | HOLD |
| 111 | ABTABBOTT LABS | 46,759 | $6M | 0.2% | HOLD |
| 112 | AVMVAMERICAN CENTY ETF TR | 81,937 | $6M | 0.2% | ADD 549% |
| 113 | NXPINXP SEMICONDUCTORS N V | 26,836 | $6M | 0.2% | HOLD |
| 114 | STAGSTAG INDL INC | 157,243 | $6M | 0.2% | HOLD |
| 115 | VCSHVANGUARD SCOTTSDALE FDS | 68,853 | $5M | 0.2% | HOLD |
| 116 | VOVANGUARD INDEX FDS | 18,395 | $5M | 0.2% | ADD 104% |
| 117 | COSTCOSTCO WHSL CORP NEW | 6,190 | $5M | 0.2% | HOLD |
| 118 | AVBAVALONBAY CMNTYS INC | 27,550 | $5M | 0.2% | TRIM −8% |
| 119 | AMATAPPLIED MATLS INC | 19,390 | $5M | 0.2% | TRIM −3% |
| 120 | BACBANK AMERICA CORP | 86,843 | $5M | 0.1% | TRIM −5% |
| 121 | RPMRPM INTL INC | 45,815 | $5M | 0.1% | ADD 24% |
| 122 | VEAVANGUARD TAX-MANAGED FDS | 75,892 | $5M | 0.1% | ADD 53% |
| 123 | BSVVANGUARD BD INDEX FDS | 58,877 | $5M | 0.1% | TRIM −5% |
| 124 | EXCEXELON CORP | 104,246 | $5M | 0.1% | HOLD |
| 125 | WMWASTE MGMT INC DEL | 20,493 | $5M | 0.1% | ADD 1060% |
| 126 | VTVVANGUARD INDEX FDS | 23,540 | $4M | 0.1% | ADD 20% |
| 127 | PFEPFIZER INC | 179,519 | $4M | 0.1% | HOLD |
| 128 | DGXQUEST DIAGNOSTICS INC | 25,419 | $4M | 0.1% | HOLD |
| 129 | MRSHMARSH & MCLENNAN COS INC | 23,450 | $4M | 0.1% | TRIM −9% |
| 130 | QQQMINVESCO EXCH TRADED FD TR II | 16,794 | $4M | 0.1% | ADD 58% |
| 131 | EMREMERSON ELEC CO | 32,000 | $4M | 0.1% | HOLD |
| 132 | COFCAPITAL ONE FINL CORP | 17,093 | $4M | 0.1% | HOLD |
| 133 | OCOWENS CORNING NEW | 36,450 | $4M | 0.1% | TRIM −4% |
| 134 | AVLVAMERICAN CENTY ETF TR | 52,879 | $4M | 0.1% | ADD 119% |
| 135 | DFLVDIMENSIONAL ETF TRUST | 115,034 | $4M | 0.1% | ADD 75% |
| 136 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,833 | $4M | 0.1% | HOLD |
| 137 | DFIVDIMENSIONAL ETF TRUST | 76,467 | $4M | 0.1% | ADD 134% |
| 138 | AGGISHARES TR | 37,033 | $4M | 0.1% | ADD 14% |
| 139 | SLVISHARES SILVER TR | 57,407 | $4M | 0.1% | HOLD |
| 140 | IWOISHARES TR | 11,121 | $4M | 0.1% | ADD 45% |
| 141 | DLRDIGITAL RLTY TR INC | 22,815 | $4M | 0.1% | TRIM −53% |
| 142 | SBUXSTARBUCKS CORP | 41,532 | $3M | 0.1% | TRIM −6% |
| 143 | XLKSELECT SECTOR SPDR TR | 23,844 | $3M | 0.1% | ADD 105% |
| 144 | MOALTRIA GROUP INC | 58,693 | $3M | 0.1% | HOLD |
| 145 | AMTAMERICAN TOWER CORP | 19,240 | $3M | 0.1% | TRIM −13% |
| 146 | AMPAMERIPRISE FINL INC | 6,702 | $3M | 0.1% | TRIM −6% |
| 147 | AVEMAMERICAN CENTY ETF TR | 42,077 | $3M | 0.1% | ADD 160% |
| 148 | CCITIGROUP INC | 27,353 | $3M | 0.1% | HOLD |
| 149 | IBMINTERNATIONAL BUSINESS MACHS | 10,773 | $3M | 0.1% | HOLD |
| 150 | VIGVANGUARD SPECIALIZED FUNDS | 14,075 | $3M | 0.1% | HOLD |
| 151 | DFSVDIMENSIONAL ETF TRUST | 91,624 | $3M | 0.1% | ADD 45% |
| 152 | VLOVALERO ENERGY CORP | 17,653 | $3M | 0.1% | HOLD |
| 153 | AXPAMERICAN EXPRESS CO | 7,742 | $3M | 0.1% | TRIM −6% |
| 154 | GEGE AEROSPACE | 9,184 | $3M | 0.1% | HOLD |
| 155 | DFASDIMENSIONAL ETF TRUST | 39,837 | $3M | 0.1% | ADD 12% |
| 156 | LQDISHARES TR | 25,182 | $3M | 0.1% | ADD 3% |
| 157 | SDYSPDR SER TR | 19,921 | $3M | 0.1% | ADD 4% |
| 158 | DVYISHARES TR | 19,573 | $3M | 0.1% | ADD 7% |
| 159 | MMM3M CO | 17,110 | $3M | 0.1% | HOLD |
| 160 | ALLALLSTATE CORP | 12,552 | $3M | 0.1% | TRIM −6% |
| 161 | AVIVAMERICAN CENTY ETF TR | 36,572 | $3M | 0.1% | ADD 85% |
| 162 | HBANHUNTINGTON BANCSHARES INC | 145,318 | $3M | 0.1% | TRIM −6% |
| 163 | MDLZMONDELEZ INTL INC | 46,503 | $3M | 0.1% | HOLD |
| 164 | CORCENCORA INC | 7,164 | $2M | 0.1% | HOLD |
| 165 | HYGISHARES TR | 29,858 | $2M | 0.1% | HOLD |
| 166 | USBUS BANCORP | 44,364 | $2M | 0.1% | TRIM −4% |
| 167 | DFAIDIMENSIONAL ETF TRUST | 60,751 | $2M | 0.1% | ADD 23% |
| 168 | NFLXNETFLIX INC | 24,290 | $2M | 0.1% | ADD 898% |
| 169 | RYROYAL BK CDA | 13,142 | $2M | 0.1% | ADD 305% |
| 170 | SPYVSPDR SERIES TRUST | 39,221 | $2M | 0.1% | ADD 210% |
| 171 | AUBATLANTIC UN BANKSHARES CORP | 62,927 | $2M | 0.1% | HOLD |
| 172 | GDGENERAL DYNAMICS CORP | 6,547 | $2M | 0.1% | HOLD |
| 173 | VZVERIZON COMMUNICATIONS INC | 51,659 | $2M | 0.1% | TRIM −19% |
| 174 | TSCOTRACTOR SUPPLY CO | 41,749 | $2M | 0.1% | HOLD |
| 175 | EMXCISHARES INC | 28,697 | $2M | 0.1% | HOLD |
| 176 | CBRECBRE GROUP INC | 12,220 | $2M | 0.1% | HOLD |
| 177 | VOTVANGUARD INDEX FDS | 6,923 | $2M | 0.1% | NEW |
| 178 | VTWOVANGUARD SCOTTSDALE FDS | 19,230 | $2M | 0.1% | ADD 5% |
| 179 | IEFAISHARES TR | 21,316 | $2M | 0.1% | ADD 7% |
| 180 | BKNGBOOKING HOLDINGS INC | 354 | $2M | 0.1% | HOLD |
| 181 | RIORIO TINTO PLC | 23,593 | $2M | 0.1% | TRIM −4% |
| 182 | SCHXSCHWAB U.S. LARGE-CAP ETF | 69,438 | $2M | 0.1% | TRIM −5% |
| 183 | VGTVANGUARD WORLD FD | 2,449 | $2M | 0.1% | HOLD |
| 184 | CNICANADIAN NATL RY CO | 18,643 | $2M | 0.1% | TRIM −18% |
| 185 | DISDISNEY WALT CO | 16,045 | $2M | 0.1% | TRIM −84% |
| 186 | DFAEDIMENSIONAL ETF TRUST | 52,619 | $2M | 0.1% | ADD 90% |
| 187 | AMDADVANCED MICRO DEVICES INC | 7,988 | $2M | 0.1% | TRIM −10% |
| 188 | CSXCSX CORP | 46,619 | $2M | 0.1% | HOLD |
| 189 | VBKVANGUARD INDEX FDS | 5,538 | $2M | 0.1% | ADD 17% |
| 190 | HCAHCA HEALTHCARE INC | 3,583 | $2M | 0.1% | HOLD |
| 191 | LHXL3HARRIS TECHNOLOGIES INC | 5,556 | $2M | 0.1% | HOLD |
| 192 | UBERUBER TECHNOLOGIES INC | 19,644 | $2M | 0.1% | HOLD |
| 193 | SCHWSCHWAB CHARLES CORP | 15,815 | $2M | 0.0% | TRIM −5% |
| 194 | ANETARISTA NETWORKS INC | 12,007 | $2M | 0.0% | HOLD |
| 195 | BMYBRISTOL-MYERS SQUIBB CO | 28,437 | $2M | 0.0% | HOLD |
| 196 | CMICUMMINS INC | 2,980 | $2M | 0.0% | TRIM −10% |
| 197 | VOEVANGUARD INDEX FDS | 8,575 | $2M | 0.0% | ADD 77% |
| 198 | SYKSTRYKER CORPORATION | 4,260 | $1M | 0.0% | TRIM −7% |
| 199 | IGSBISHARES TR | 28,163 | $1M | 0.0% | HOLD |
| 200 | XLVSELECT SECTOR SPDR TR | 9,619 | $1M | 0.0% | ADD 36% |
Where this firm's principals came from and which firms its alumni went on to found.