CIK 1599863
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q1. 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 | 70.85% | 119 |
| Specialty Retail | 3.11% | 7 |
| Software | 3.05% | 9 |
| Software & IT Services | 3.04% | 4 |
| Pharmaceuticals & Biotechnology | 2.65% | 22 |
| Semiconductors & Semiconductor Equipment | 2.54% | 6 |
| Technology Hardware & Equipment | 2.24% | 7 |
| Capital Markets | 2.03% | 10 |
| Banks | 1.95% | 11 |
| Oil, Gas & Consumable Fuels | 1.55% | 11 |
| Commercial Services & Supplies | 0.96% | 7 |
| Machinery | 0.83% | 7 |
| Utilities | 0.62% | 8 |
| Real Estate Management & Development | 0.61% | 2 |
| Aerospace & Defense | 0.60% | 8 |
| Chemicals | 0.57% | 6 |
| Insurance | 0.54% | 8 |
| Entertainment | 0.48% | 2 |
| Tobacco | 0.36% | 2 |
| Metals & Mining | 0.25% | 4 |
| Beverages | 0.22% | 3 |
| Media & Entertainment | 0.15% | 5 |
| Equity Real Estate Investment Trusts (REITs) | 0.13% | 2 |
| Life Sciences Tools & Services | 0.12% | 2 |
| Health Care Equipment & Supplies | 0.07% | 2 |
| Construction Materials | 0.07% | 1 |
| Hotels, Restaurants & Leisure | 0.07% | 4 |
| Food Products | 0.06% | 1 |
| Road & Rail | 0.06% | 3 |
| Electrical Equipment & Components | 0.05% | 4 |
| Paper & Forest Products | 0.03% | 2 |
| Diversified Telecommunication Services | 0.03% | 2 |
| Health Care Providers & Services | 0.02% | 1 |
| Automobiles & Components | 0.02% | 1 |
| Communications Equipment | 0.02% | 1 |
| Professional Services | 0.01% | 1 |
| Food & Staples Retailing | 0.01% | 1 |
| Textiles, Apparel & Luxury Goods | 0.01% | 1 |
| Transportation Infrastructure | 0.01% | 1 |
| Agricultural Products | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | Unclassified | 13.89% |
| 2 | VOO | VANGUARD INDEX FDS | Unclassified | 11.12% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | Unclassified | 5.40% |
| 4 | BXSL | BLACKSTONE SECD LENDING FD | Unclassified | 4.22% |
| 5 | QQQ | INVESCO QQQ TR | Unclassified | 4.16% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 4.16% |
| 7 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | Unclassified | 3.82% |
| 8 | MSFT | MICROSOFT CORP | Information Technology | 2.74% |
| 9 | AMZN | AMAZON COM INC | Consumer Discretionary | 2.62% |
| 10 | VYM | VANGUARD WHITEHALL FDS | Unclassified | 2.54% |
180/299 names classified · sector 29.1% of weight · industry 29.1% · mkt cap 28.0%; 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: 29.1% of the book is sector-classified (unclassified names shown, never dropped).
Only 26% of book weight classified — the grid is NOT representative of the whole book.
Classified: 26.0% of book weight (147/299 names) · unclassified 74.0%: VUG, VOO, VIG, BXSL, QQQ, SPY, DGRO, VYM, GBDC, FDN +142 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 | VUGVANGUARD INDEX FDS | 774,827 | $340M | 13.9% | HOLD |
| 2 | VOOVANGUARD INDEX FDS | 478,910 | $272M | 11.1% | ADD 4% |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 645,156 | $132M | 5.4% | HOLD |
| 4 | BXSLBLACKSTONE SECD LENDING FD | 3,359,523 | $103M | 4.2% | ADD 7% |
| 5 | QQQINVESCO QQQ TR | 184,612 | $102M | 4.2% | HOLD |
| 6 | SPYSTATE STR SPDR S&P 500 ETF T | 164,807 | $102M | 4.2% | HOLD |
| 7 | DGROISHARES CORE DIVIDEND GROWTH ETF | 1,460,398 | $93M | 3.8% | HOLD |
| 8 | MSFTMICROSOFT CORP | 134,971 | $67M | 2.7% | TRIM −5% |
| 9 | AMZNAMAZON COM INC | 291,623 | $64M | 2.6% | HOLD |
| 10 | VYMVANGUARD WHITEHALL FDS | 465,351 | $62M | 2.5% | TRIM −2% |
| 11 | GBDCGOLUB CAP BDC INC | 3,887,089 | $57M | 2.3% | TRIM −6% |
| 12 | AAPLAPPLE INC | 233,136 | $48M | 2.0% | TRIM −24% |
| 13 | FDNFIRST TR EXCHANGE-TRADED FD | 150,719 | $41M | 1.7% | TRIM −2% |
| 14 | COWZPACER FDS TR | 673,134 | $37M | 1.5% | TRIM −14% |
| 15 | GOOGALPHABET INC | 206,148 | $37M | 1.5% | HOLD |
| 16 | IGVISHARES TR | 323,518 | $35M | 1.4% | HOLD |
| 17 | GOOGLALPHABET INC | 187,704 | $33M | 1.4% | HOLD |
| 18 | VTIVANGUARD INDEX FDS | 107,643 | $33M | 1.3% | HOLD |
| 19 | JPMJPMORGAN CHASE & CO | 111,715 | $32M | 1.3% | TRIM −7% |
| 20 | NVDANVIDIA CORPORATION | 181,135 | $29M | 1.2% | ADD 7% |
| 21 | XLKSELECT SECTOR SPDR TR | 101,375 | $26M | 1.0% | HOLD |
| 22 | PFEPFIZER INC | 1,040,851 | $25M | 1.0% | TRIM −10% |
| 23 | AVGOBROADCOM INC | 90,240 | $25M | 1.0% | HOLD |
| 24 | ITOTISHARES TR | 166,245 | $22M | 0.9% | HOLD |
| 25 | KKRKKR & CO INC | 143,450 | $19M | 0.8% | HOLD |
| 26 | ARCCARES CAPITAL CORP | 748,796 | $16M | 0.7% | TRIM −13% |
| 27 | BNBROOKFIELD CORP | 234,641 | $15M | 0.6% | HOLD |
| 28 | IJRISHARES TR | 127,042 | $14M | 0.6% | TRIM −36% |
| 29 | PPAINVESCO EXCHANGE TRADED FD T | 91,662 | $13M | 0.5% | ADD 9% |
| 30 | MPLXMPLX LP | 230,478 | $12M | 0.5% | HOLD |
| 31 | DISDISNEY WALT CO | 92,104 | $11M | 0.5% | TRIM −4% |
| 32 | IGMISHARES TR | 98,767 | $11M | 0.5% | TRIM −11% |
| 33 | CVXCHEVRON CORP NEW | 76,092 | $11M | 0.4% | HOLD |
| 34 | IVVISHARES TR | 16,948 | $11M | 0.4% | ADD 3% |
| 35 | VFHVANGUARD WORLD FD | 80,761 | $10M | 0.4% | HOLD |
| 36 | BACBANK AMERICA CORP | 214,906 | $10M | 0.4% | TRIM −22% |
| 37 | GSGOLDMAN SACHS GROUP INC | 14,207 | $10M | 0.4% | TRIM −10% |
| 38 | BXBLACKSTONE INC | 66,429 | $10M | 0.4% | HOLD |
| 39 | VTVVANGUARD INDEX FDS | 56,130 | $10M | 0.4% | TRIM −4% |
| 40 | SPYGSPDR SERIES TRUST STATE STREET SPD | 97,401 | $9M | 0.4% | HOLD |
| 41 | QUALISHARES TR | 49,721 | $9M | 0.4% | HOLD |
| 42 | ACWIISHARES TR | 70,178 | $9M | 0.4% | NEW |
| 43 | EPDENTERPRISE PRODS PARTNERS L | 286,946 | $9M | 0.4% | HOLD |
| 44 | IQLTISHARES TR | 201,101 | $9M | 0.4% | TRIM −3% |
| 45 | LLYELI LILLY & CO | 10,689 | $8M | 0.3% | HOLD |
| 46 | VVISA INC | 23,284 | $8M | 0.3% | HOLD |
| 47 | IBITISHARES BITCOIN TRUST ETF | 126,029 | $8M | 0.3% | TRIM −7% |
| 48 | WMWASTE MGMT INC DEL | 33,393 | $8M | 0.3% | HOLD |
| 49 | METMETLIFE INC | 94,386 | $8M | 0.3% | TRIM −2% |
| 50 | HDHOME DEPOT INC | 20,537 | $8M | 0.3% | TRIM −12% |
| 51 | DEDEERE & CO | 14,482 | $7M | 0.3% | HOLD |
| 52 | EFAISHARES TR | 79,561 | $7M | 0.3% | ADD 36% |
| 53 | ZTSZOETIS INC | 43,033 | $7M | 0.3% | TRIM −3% |
| 54 | PMPHILIP MORRIS INTL INC | 36,778 | $7M | 0.3% | HOLD |
| 55 | XOMEXXON MOBIL CORP | 60,414 | $7M | 0.3% | TRIM −11% |
| 56 | JCIJOHNSON CONTROLS INTERNATION | 60,000 | $6M | 0.3% | HOLD |
| 57 | OBDCBLUE OWL CAPITAL CORPORATION | 419,016 | $6M | 0.2% | TRIM −21% |
| 58 | IVWISHARES TR | 54,330 | $6M | 0.2% | HOLD |
| 59 | RSPINVESCO EXCHANGE TRADED FD T | 32,840 | $6M | 0.2% | ADD 10% |
| 60 | HONHONEYWELL INTL INC | 25,398 | $6M | 0.2% | ADD 28% |
| 61 | JNJJOHNSON & JOHNSON | 38,382 | $6M | 0.2% | HOLD |
| 62 | MAMASTERCARD INCORPORATED | 9,597 | $5M | 0.2% | HOLD |
| 63 | FMCF M C CORP | 128,000 | $5M | 0.2% | HOLD |
| 64 | MRKMERCK & CO INC | 63,051 | $5M | 0.2% | TRIM −17% |
| 65 | IHIISHARES TR | 79,059 | $5M | 0.2% | TRIM −6% |
| 66 | IWMISHARES TR | 22,448 | $5M | 0.2% | ADD 2% |
| 67 | IJSISHARES TR | 47,151 | $5M | 0.2% | TRIM −9% |
| 68 | ASMLASML HOLDING N V | 5,604 | $4M | 0.2% | TRIM −5% |
| 69 | IWFISHARES TR | 10,255 | $4M | 0.2% | HOLD |
| 70 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,840 | $4M | 0.2% | ADD 98% |
| 71 | IWBISHARES TR | 11,817 | $4M | 0.2% | HOLD |
| 72 | QQXTFIRST TR EXCHANGE-TRADED FD | 39,821 | $4M | 0.2% | HOLD |
| 73 | PSXPHILLIPS 66 | 32,220 | $4M | 0.2% | HOLD |
| 74 | IWSISHARES TR | 27,828 | $4M | 0.2% | HOLD |
| 75 | XSWSPDR SERIES TRUST | 19,089 | $4M | 0.1% | HOLD |
| 76 | IYWISHARES TR | 20,564 | $4M | 0.1% | HOLD |
| 77 | ADPAUTOMATIC DATA PROCESSING IN | 11,545 | $4M | 0.1% | HOLD |
| 78 | APOAPOLLO GLOBAL MGMT INC | 24,731 | $4M | 0.1% | HOLD |
| 79 | VBRVANGUARD INDEX FDS | 17,637 | $3M | 0.1% | TRIM −7% |
| 80 | XLESELECT SECTOR SPDR TR | 40,534 | $3M | 0.1% | TRIM −3% |
| 81 | CRMSALESFORCE INC | 12,590 | $3M | 0.1% | TRIM −10% |
| 82 | HDVISHARES TR | 28,556 | $3M | 0.1% | HOLD |
| 83 | VEUVANGUARD INTL EQUITY INDEX F | 49,044 | $3M | 0.1% | HOLD |
| 84 | PGPROCTER AND GAMBLE CO | 20,594 | $3M | 0.1% | TRIM −20% |
| 85 | XLVSELECT SECTOR SPDR TR | 24,337 | $3M | 0.1% | TRIM −15% |
| 86 | ABBVABBVIE INC | 16,867 | $3M | 0.1% | HOLD |
| 87 | BABOEING CO | 14,762 | $3M | 0.1% | HOLD |
| 88 | PEPPEPSICO INC | 21,855 | $3M | 0.1% | TRIM −5% |
| 89 | NFLXNETFLIX INC | 2,034 | $3M | 0.1% | HOLD |
| 90 | VRTXVERTEX PHARMACEUTICALS INC | 6,040 | $3M | 0.1% | HOLD |
| 91 | SPSMSPDR SERIES TRUST | 63,097 | $3M | 0.1% | TRIM −4% |
| 92 | TMOTHERMO FISHER SCIENTIFIC INC | 6,593 | $3M | 0.1% | HOLD |
| 93 | MTDMETTLER TOLEDO INTERNATIONAL | 2,244 | $3M | 0.1% | HOLD |
| 94 | IWNISHARES TR | 16,106 | $3M | 0.1% | HOLD |
| 95 | CBCHUBB LIMITED | 8,721 | $3M | 0.1% | HOLD |
| 96 | TXNTEXAS INSTRS INC | 12,108 | $3M | 0.1% | HOLD |
| 97 | GLWCORNING INC | 46,563 | $2M | 0.1% | HOLD |
| 98 | ETENERGY TRANSFER L P | 132,535 | $2M | 0.1% | TRIM −11% |
| 99 | IJTISHARES TR | 17,158 | $2M | 0.1% | TRIM −5% |
| 100 | ARESARES MANAGEMENT CORPORATION | 13,042 | $2M | 0.1% | HOLD |
| 101 | TJXTJX COS INC NEW | 17,992 | $2M | 0.1% | HOLD |
| 102 | EUADSPINNAKER ETF SERIES | 51,255 | $2M | 0.1% | NEW |
| 103 | IWDISHARES TR | 11,205 | $2M | 0.1% | HOLD |
| 104 | MOALTRIA GROUP INC | 36,287 | $2M | 0.1% | HOLD |
| 105 | STLDSTEEL DYNAMICS INC | 16,600 | $2M | 0.1% | HOLD |
| 106 | RTXRTX CORPORATION | 14,036 | $2M | 0.1% | HOLD |
| 107 | TTTRANE TECHNOLOGIES PLC | 4,609 | $2M | 0.1% | HOLD |
| 108 | XLISELECT SECTOR SPDR TR | 13,055 | $2M | 0.1% | HOLD |
| 109 | ABALLIANCEBERNSTEIN HLDG L P | 46,409 | $2M | 0.1% | HOLD |
| 110 | WLKWESTLAKE CORPORATION | 24,800 | $2M | 0.1% | NEW |
| 111 | KOCOCA COLA CO | 26,456 | $2M | 0.1% | TRIM −21% |
| 112 | GLDSPDR GOLD TR | 6,070 | $2M | 0.1% | ADD 45% |
| 113 | EZMWISDOMTREE TR | 29,505 | $2M | 0.1% | TRIM −9% |
| 114 | AMGNAMGEN INC | 6,419 | $2M | 0.1% | HOLD |
| 115 | HACKAMPLIFY ETF TR | 20,120 | $2M | 0.1% | HOLD |
| 116 | BXMTBLACKSTONE MTG TR INC | 90,000 | $2M | 0.1% | HOLD |
| 117 | BMYBRISTOL-MYERS SQUIBB CO | 37,186 | $2M | 0.1% | TRIM −4% |
| 118 | INTCINTEL CORP | 74,383 | $2M | 0.1% | TRIM −8% |
| 119 | MLMMARTIN MARIETTA MATLS INC | 3,000 | $2M | 0.1% | HOLD |
| 120 | ECLECOLAB INC | 5,999 | $2M | 0.1% | HOLD |
| 121 | VOTVANGUARD INDEX FDS | 5,489 | $2M | 0.1% | HOLD |
| 122 | MDLZMONDELEZ INTL INC | 23,104 | $2M | 0.1% | TRIM −2% |
| 123 | DGRWWISDOMTREE TR | 18,415 | $2M | 0.1% | HOLD |
| 124 | IBMINTERNATIONAL BUSINESS MACHS | 5,197 | $2M | 0.1% | TRIM −15% |
| 125 | SOXXISHARES TR | 6,374 | $2M | 0.1% | ADD 270% |
| 126 | BUGGLOBAL X FDS | 40,450 | $2M | 0.1% | HOLD |
| 127 | DUKDUKE ENERGY CORP NEW | 12,422 | $1M | 0.1% | HOLD |
| 128 | RCREADY CAPITAL CORP | 329,799 | $1M | 0.1% | HOLD |
| 129 | VOEVANGUARD INDEX FDS | 8,738 | $1M | 0.1% | HOLD |
| 130 | UNHUNITEDHEALTH GROUP INC | 4,587 | $1M | 0.1% | TRIM −24% |
| 131 | NKENIKE INC | 19,906 | $1M | 0.1% | HOLD |
| 132 | SLBSCHLUMBERGER LTD | 41,555 | $1M | 0.1% | TRIM −50% |
| 133 | XLUSELECT SECTOR SPDR TR | 17,197 | $1M | 0.1% | HOLD |
| 134 | CGBDCARLYLE SECURED LENDING INC | 102,219 | $1M | 0.1% | ADD 139% |
| 135 | IEFAISHARES TR | 16,348 | $1M | 0.1% | ADD 4% |
| 136 | IHAKISHARES TR | 25,400 | $1M | 0.1% | HOLD |
| 137 | HEIHEICO CORP NEW | 4,100 | $1M | 0.1% | HOLD |
| 138 | CCITIGROUP INC | 15,626 | $1M | 0.1% | HOLD |
| 139 | OIHVANECK ETF TRUST | 5,682 | $1M | 0.1% | NEW |
| 140 | PIDINVESCO EXCHANGE TRADED FD T | 61,943 | $1M | 0.1% | HOLD |
| 141 | IEMGISHARES INC | 21,006 | $1M | 0.1% | HOLD |
| 142 | ITWILLINOIS TOOL WKS INC | 5,090 | $1M | 0.1% | HOLD |
| 143 | FVDFIRST TR EXCHANGE-TRADED FD | 27,920 | $1M | 0.1% | HOLD |
| 144 | FCXFREEPORT MCMORAN INC | 28,578 | $1M | 0.1% | HOLD |
| 145 | CIBRFIRST TR EXCHANGE-TRADED FD | 15,867 | $1M | 0.0% | ADD 92% |
| 146 | SYKSTRYKER CORPORATION | 2,995 | $1M | 0.0% | HOLD |
| 147 | OKEONEOK INC NEW | 14,342 | $1M | 0.0% | TRIM −15% |
| 148 | ORCLORACLE CORP | 5,355 | $1M | 0.0% | HOLD |
| 149 | HASIHA SUSTAINABLE INFRA CAP INC | 43,000 | $1M | 0.0% | HOLD |
| 150 | IXNISHARES TR | 12,217 | $1M | 0.0% | HOLD |
| 151 | IJHISHARES TR | 18,053 | $1M | 0.0% | ADD 2% |
| 152 | VBKVANGUARD INDEX FDS | 4,040 | $1M | 0.0% | TRIM −13% |
| 153 | MTDRMATADOR RES CO | 22,842 | $1M | 0.0% | HOLD |
| 154 | PNCPNC FINL SVCS GROUP INC | 5,694 | $1M | 0.0% | HOLD |
| 155 | VGTVANGUARD WORLD FD | 1,591 | $1M | 0.0% | HOLD |
| 156 | METAMETA PLATFORMS INC | 1,422 | $1M | 0.0% | TRIM −22% |
| 157 | RFGINVESCO EXCHANGE TRADED FD T | 21,000 | $1M | 0.0% | HOLD |
| 158 | TGRWT ROWE PRICE ETF INC | 24,200 | $1M | 0.0% | HOLD |
| 159 | ADBEADOBE INC | 2,531 | $979,194 | 0.0% | ADD 21% |
| 160 | CVLGCOVENANT LOGISTICS GROUP INC | 40,000 | $964,400 | 0.0% | HOLD |
| 161 | UBERUBER TECHNOLOGIES INC | 10,177 | $949,515 | 0.0% | HOLD |
| 162 | IWPISHARES TR | 6,831 | $947,324 | 0.0% | HOLD |
| 163 | SDYSPDR SER TR | 6,838 | $928,128 | 0.0% | TRIM −26% |
| 164 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,874 | $928,032 | 0.0% | NEW |
| 165 | CASYCASEYS GEN STORES INC | 1,800 | $918,486 | 0.0% | HOLD |
| 166 | PKWINVESCO EXCHANGE TRADED FD T | 7,100 | $877,560 | 0.0% | HOLD |
| 167 | ABTABBOTT LABS | 6,381 | $867,880 | 0.0% | HOLD |
| 168 | LIENCHICAGO ATLANTIC BDC INC | 82,192 | $850,688 | 0.0% | NEW |
| 169 | LHXL3HARRIS TECHNOLOGIES INC | 3,282 | $823,257 | 0.0% | TRIM −7% |
| 170 | MCDMCDONALDS CORP | 2,747 | $802,591 | 0.0% | TRIM −63% |
| 171 | BWFGBANKWELL FINL GROUP INC | 21,903 | $789,166 | 0.0% | HOLD |
| 172 | VEAVANGUARD TAX-MANAGED FDS | 13,786 | $785,940 | 0.0% | HOLD |
| 173 | COSTCOSTCO WHSL CORP NEW | 792 | $784,033 | 0.0% | HOLD |
| 174 | XHESPDR SERIES TRUST | 9,538 | $774,581 | 0.0% | HOLD |
| 175 | LMTLOCKHEED MARTIN CORP | 1,655 | $766,497 | 0.0% | HOLD |
| 176 | ENFRALPS ETF TR | 23,404 | $754,545 | 0.0% | NEW |
| 177 | IGFISHARES TR | 12,355 | $731,440 | 0.0% | HOLD |
| 178 | MSMORGAN STANLEY | 5,085 | $716,274 | 0.0% | HOLD |
| 179 | DVYISHARES TR | 5,160 | $685,300 | 0.0% | HOLD |
| 180 | EQTEQT CORP | 11,619 | $677,621 | 0.0% | HOLD |
| 181 | IBBISHARES TR | 5,347 | $676,475 | 0.0% | TRIM −21% |
| 182 | VBVANGUARD INDEX FDS | 2,807 | $665,286 | 0.0% | HOLD |
| 183 | ACNACCENTURE PLC IRELAND | 2,214 | $661,743 | 0.0% | HOLD |
| 184 | SHELSHELL PLC | 9,250 | $651,293 | 0.0% | HOLD |
| 185 | EMREMERSON ELEC CO | 4,741 | $632,118 | 0.0% | ADD 3% |
| 186 | TSLXSIXTH STREET SPECIALTY LENDI | 26,000 | $619,060 | 0.0% | HOLD |
| 187 | VOOGVANGUARD ADMIRAL FDS INC | 1,555 | $616,617 | 0.0% | HOLD |
| 188 | BSXBOSTON SCIENTIFIC CORP | 5,574 | $598,704 | 0.0% | HOLD |
| 189 | ICEINTERCONTINENTAL EXCHANGE IN | 3,260 | $598,059 | 0.0% | HOLD |
| 190 | BCRXBIOCRYST PHARMACEUTICALS INC | 65,633 | $588,072 | 0.0% | HOLD |
| 191 | CRWVCOREWEAVE INC | 3,556 | $579,842 | 0.0% | NEW |
| 192 | HCAHCA HEALTHCARE INC | 1,500 | $574,650 | 0.0% | HOLD |
| 193 | VDCVANGUARD WORLD FD | 2,610 | $571,686 | 0.0% | HOLD |
| 194 | SCHFSCHWAB STRATEGIC TR | 25,652 | $566,910 | 0.0% | HOLD |
| 195 | REGNREGENERON PHARMACEUTICALS | 1,073 | $563,325 | 0.0% | TRIM −32% |
| 196 | TSLATESLA INC | 1,745 | $554,158 | 0.0% | ADD 98% |
| 197 | SPYINEOS ETF TRUST | 10,944 | $550,703 | 0.0% | HOLD |
| 198 | MNSTMONSTER BEVERAGE CORP NEW | 8,640 | $541,210 | 0.0% | HOLD |
| 199 | CALFPACER FDS TR | 13,527 | $538,578 | 0.0% | TRIM −47% |
| 200 | VRNSVARONIS SYS INC | 10,500 | $532,875 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.