CIK 1697729
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 | 62.90% | 130 |
| Semiconductors & Semiconductor Equipment | 5.19% | 7 |
| Technology Hardware & Equipment | 4.58% | 7 |
| Specialty Retail | 4.42% | 7 |
| Software | 3.14% | 8 |
| Pharmaceuticals & Biotechnology | 2.75% | 13 |
| Commercial Services & Supplies | 2.40% | 5 |
| Software & IT Services | 1.69% | 3 |
| Banks | 1.40% | 7 |
| Road & Rail | 1.28% | 4 |
| Aerospace & Defense | 1.28% | 4 |
| Insurance | 1.27% | 4 |
| Oil, Gas & Consumable Fuels | 1.12% | 7 |
| Utilities | 0.96% | 6 |
| Chemicals | 0.84% | 3 |
| Hotels, Restaurants & Leisure | 0.76% | 4 |
| Electrical Equipment & Components | 0.60% | 3 |
| Beverages | 0.48% | 2 |
| Automobiles & Components | 0.31% | 2 |
| Entertainment | 0.31% | 1 |
| Machinery | 0.30% | 3 |
| Media & Entertainment | 0.26% | 2 |
| Marine | 0.24% | 2 |
| Airlines | 0.24% | 1 |
| Metals & Mining | 0.20% | 4 |
| Paper & Forest Products | 0.19% | 1 |
| Health Care Equipment & Supplies | 0.16% | 3 |
| Distributors | 0.16% | 2 |
| Tobacco | 0.15% | 2 |
| Diversified Telecommunication Services | 0.14% | 2 |
| Capital Markets | 0.13% | 2 |
| Health Care Providers & Services | 0.08% | 2 |
| Food & Staples Retailing | 0.05% | 1 |
| Communications Equipment | 0.05% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | Unclassified | 6.64% |
| 2 | NVDA | NVIDIA CORP | Information Technology | 4.28% |
| 3 | IVV | ISHARES TR | Unclassified | 4.22% |
| 4 | DYNF | BLACKROCK ETF TRUST | Unclassified | 3.94% |
| 5 | AAPL | Apple Inc. | Information Technology | 3.90% |
| 6 | QUAL | ISHARES TR | Unclassified | 3.77% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | Unclassified | 3.53% |
| 8 | AVLV | AMERICAN CENTY ETF TR | Unclassified | 3.37% |
| 9 | EFV | ISHARES TR | Unclassified | 2.81% |
| 10 | FBND | FIDELITY TOTAL BOND ETF | Unclassified | 2.70% |
126/255 names classified · sector 37.8% of weight · industry 37.1% · mkt cap 36.6%; 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: 37.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 35% of book weight classified — the grid is NOT representative of the whole book.
Classified: 34.9% of book weight (109/253 names) · unclassified 65.1%: VONG, IVV, DYNF, QUAL, DFUS, AVLV, EFV, FBND, IYW, AVEM +134 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 | VONGVANGUARD SCOTTSDALE FDS | 326,178 | $36M | 6.6% | ADD 80% |
| 2 | NVDANVIDIA CORPORATION | 144,953 | $23M | 4.3% | TRIM −46% |
| 3 | IVVISHARES TR | 36,430 | $23M | 4.2% | TRIM −26% |
| 4 | DYNFBLACKROCK ETF TRUST | 388,485 | $21M | 3.9% | ADD 20% |
| 5 | AAPLAPPLE INC | 101,856 | $21M | 3.9% | TRIM −3% |
| 6 | QUALISHARES TR | 110,487 | $20M | 3.8% | HOLD |
| 7 | DFUSDIMENSIONAL ETF TRUST | 282,690 | $19M | 3.5% | HOLD |
| 8 | AVLVAMERICAN CENTY ETF TR | 265,049 | $18M | 3.4% | ADD 14% |
| 9 | EFVISHARES TR | 237,297 | $15M | 2.8% | ADD 31% |
| 10 | FBNDFIDELITY TOTAL BOND ETF | 316,541 | $14M | 2.7% | ADD 56% |
| 11 | MSFTMICROSOFT CORP | 22,018 | $11M | 2.0% | HOLD |
| 12 | IYWISHARES TR | 62,612 | $11M | 2.0% | ADD 46% |
| 13 | AVEMAMERICAN CENTY ETF TR | 158,086 | $11M | 2.0% | ADD 79% |
| 14 | BINCBLACKROCK ETF TRUST II | 201,653 | $11M | 2.0% | ADD 40% |
| 15 | DFCFDIMENSIONAL ETF TRUST | 246,761 | $10M | 1.9% | HOLD |
| 16 | ORLYOREILLY AUTOMOTIVE INC | 110,168 | $10M | 1.9% | ADD 609% |
| 17 | BNDVANGUARD BD INDEX FDS | 87,386 | $6M | 1.2% | ADD 91% |
| 18 | AVUSAMERICAN CENTY ETF TR | 62,905 | $6M | 1.2% | HOLD |
| 19 | WMTWALMART INC | 62,248 | $6M | 1.1% | ADD 99% |
| 20 | VVISA INC | 17,136 | $6M | 1.1% | ADD 97% |
| 21 | EFGISHARES TR | 53,867 | $6M | 1.1% | TRIM −34% |
| 22 | AMZNAMAZON COM INC | 25,631 | $6M | 1.0% | HOLD |
| 23 | TLTISHARES TR | 59,367 | $5M | 1.0% | ADD 29% |
| 24 | MAMASTERCARD INCORPORATED | 9,263 | $5M | 1.0% | HOLD |
| 25 | TLHISHARES TR | 49,857 | $5M | 0.9% | ADD 15% |
| 26 | GOOGLALPHABET INC | 26,691 | $5M | 0.9% | HOLD |
| 27 | UNHUNITEDHEALTH GROUP INC | 15,042 | $5M | 0.9% | ADD 428% |
| 28 | UPSUNITED PARCEL SERVICE INC | 43,620 | $4M | 0.8% | ADD 122% |
| 29 | QQQINVESCO QQQ TR | 7,847 | $4M | 0.8% | ADD 14% |
| 30 | AEEAMEREN CORP | 40,837 | $4M | 0.7% | ADD 93% |
| 31 | PGPROCTER AND GAMBLE CO | 23,888 | $4M | 0.7% | TRIM −14% |
| 32 | RTXRTX CORPORATION | 25,850 | $4M | 0.7% | HOLD |
| 33 | IAUISHARES GOLD TR | 58,102 | $4M | 0.7% | TRIM −9% |
| 34 | BRK.BBERKSHIRE HATHAWAY INC DEL | 7,144 | $3M | 0.6% | ADD 110% |
| 35 | MBBISHARES TR | 36,027 | $3M | 0.6% | TRIM −41% |
| 36 | ABBVABBVIE INC | 16,619 | $3M | 0.6% | HOLD |
| 37 | CRWDCROWDSTRIKE HLDGS INC | 5,730 | $3M | 0.5% | TRIM −7% |
| 38 | XOMEXXON MOBIL CORP | 24,381 | $3M | 0.5% | TRIM −47% |
| 39 | LLYELI LILLY & CO | 3,357 | $3M | 0.5% | TRIM −7% |
| 40 | BABOEING CO | 11,872 | $2M | 0.5% | ADD 299% |
| 41 | AVGOBROADCOM INC | 8,975 | $2M | 0.5% | ADD 4% |
| 42 | METAMETA PLATFORMS INC | 3,348 | $2M | 0.5% | ADD 9% |
| 43 | GILDGILEAD SCIENCES INC | 21,499 | $2M | 0.4% | HOLD |
| 44 | CSHINEOS ETF TRUST | 47,766 | $2M | 0.4% | NEW |
| 45 | BILSPDR SERIES TRUST | 24,699 | $2M | 0.4% | ADD 86% |
| 46 | GLDSPDR GOLD TR | 7,361 | $2M | 0.4% | ADD 2% |
| 47 | HYDBISHARES TR | 46,940 | $2M | 0.4% | TRIM −17% |
| 48 | FCNCAFIRST CTZNS BANCSHARES INC D | 1,128 | $2M | 0.4% | HOLD |
| 49 | TDIVFIRST TR EXCHANGE TRADED FD | 24,442 | $2M | 0.4% | NEW |
| 50 | MESOMESOBLAST LTD | 199,295 | $2M | 0.4% | HOLD |
| 51 | ITOTISHARES TR | 15,783 | $2M | 0.4% | ADD 4% |
| 52 | HDVISHARES TR | 18,118 | $2M | 0.4% | TRIM −6% |
| 53 | SPYSTATE STR SPDR S&P 500 ETF T | 3,421 | $2M | 0.4% | ADD 3% |
| 54 | VOOVANGUARD INDEX FDS | 3,700 | $2M | 0.4% | ADD 109% |
| 55 | FTECFIDELITY COVINGTON TRUST | 10,526 | $2M | 0.4% | HOLD |
| 56 | EMREMERSON ELEC CO | 15,205 | $2M | 0.4% | TRIM −2% |
| 57 | GOOGALPHABET INC | 10,516 | $2M | 0.3% | TRIM −9% |
| 58 | IEFAISHARES TR | 21,319 | $2M | 0.3% | ADD 2% |
| 59 | ESGUISHARES TR | 13,124 | $2M | 0.3% | ADD 3% |
| 60 | MCDMCDONALDS CORP | 6,063 | $2M | 0.3% | HOLD |
| 61 | AVIGAMERICAN CENTY ETF TR | 40,885 | $2M | 0.3% | HOLD |
| 62 | BMYBRISTOL-MYERS SQUIBB CO | 36,246 | $2M | 0.3% | TRIM −3% |
| 63 | DISDISNEY WALT CO | 13,485 | $2M | 0.3% | HOLD |
| 64 | AVUVAMERICAN CENTY ETF TR | 18,043 | $2M | 0.3% | TRIM −3% |
| 65 | CCITIGROUP INC | 18,532 | $2M | 0.3% | ADD 4% |
| 66 | PEVERPURE INC | 27,003 | $2M | 0.3% | ADD 15% |
| 67 | KOCOCA COLA CO | 21,903 | $2M | 0.3% | HOLD |
| 68 | CMGCHIPOTLE MEXICAN GRILL INC | 26,427 | $1M | 0.3% | TRIM −11% |
| 69 | TSLATESLA INC | 4,609 | $1M | 0.3% | HOLD |
| 70 | MTUMISHARES TR | 6,074 | $1M | 0.3% | TRIM −73% |
| 71 | MGCVanguard Mega Cap ETF | 6,298 | $1M | 0.3% | ADD 530% |
| 72 | IWFISHARES TR | 3,287 | $1M | 0.3% | HOLD |
| 73 | VXUSVANGUARD STAR FDS | 19,102 | $1M | 0.2% | ADD 100% |
| 74 | DFICDIMENSIONAL ETF TRUST | 42,365 | $1M | 0.2% | ADD 3% |
| 75 | ORCLORACLE CORP | 6,011 | $1M | 0.2% | TRIM −46% |
| 76 | JPMJPMORGAN CHASE & CO | 4,498 | $1M | 0.2% | TRIM −5% |
| 77 | JMUBJPMORGAN MUNICIPAL ETF | 26,258 | $1M | 0.2% | TRIM −4% |
| 78 | DALDELTA AIR LINES INC | 26,096 | $1M | 0.2% | HOLD |
| 79 | BNDXVANGUARD CHARLOTTE FDS | 25,716 | $1M | 0.2% | NEW |
| 80 | DSLDOUBLELINE INCOME SOLUTIONS | 102,730 | $1M | 0.2% | TRIM −12% |
| 81 | CITHE CIGNA GROUP | 3,791 | $1M | 0.2% | ADD 77% |
| 82 | IJRISHARES TR | 11,189 | $1M | 0.2% | TRIM −6% |
| 83 | SMHVANECK ETF TRUST | 4,332 | $1M | 0.2% | ADD 185% |
| 84 | IVWISHARES TR | 10,935 | $1M | 0.2% | HOLD |
| 85 | CNICANADIAN NATL RY CO | 11,440 | $1M | 0.2% | HOLD |
| 86 | IWDISHARES TR | 6,115 | $1M | 0.2% | HOLD |
| 87 | ENBENBRIDGE INC | 26,084 | $1M | 0.2% | HOLD |
| 88 | USMVISHARES TR | 12,243 | $1M | 0.2% | TRIM −5% |
| 89 | URIUNITED RENTALS INC | 1,494 | $1M | 0.2% | ADD 150% |
| 90 | MGKVanguard Mega Cap Growth ETF | 3,000 | $1M | 0.2% | ADD 140% |
| 91 | CMRECOSTAMARE INC | 119,811 | $1M | 0.2% | TRIM −7% |
| 92 | FDVVFIDELITY COVINGTON TRUST | 20,853 | $1M | 0.2% | NEW |
| 93 | NFLXNETFLIX INC | 798 | $1M | 0.2% | ADD 10% |
| 94 | QLTAISHARES TR | 22,250 | $1M | 0.2% | ADD 5% |
| 95 | WFCWELLS FARGO CO NEW | 13,180 | $1M | 0.2% | ADD 138% |
| 96 | IEMGISHARES INC | 17,345 | $1M | 0.2% | HOLD |
| 97 | PEPPEPSICO INC | 7,773 | $1M | 0.2% | HOLD |
| 98 | IJHISHARES TR | 16,434 | $1M | 0.2% | TRIM −2% |
| 99 | KMBKIMBERLY-CLARK CORP | 7,805 | $1M | 0.2% | HOLD |
| 100 | UNPUNION PAC CORP | 4,344 | $999,462 | 0.2% | ADD 95% |
| 101 | PANWPALO ALTO NETWORKS INC | 4,631 | $947,638 | 0.2% | TRIM −49% |
| 102 | CVXCHEVRON CORP NEW | 6,519 | $933,879 | 0.2% | ADD 2% |
| 103 | DEDEERE & CO | 1,829 | $929,889 | 0.2% | HOLD |
| 104 | FDRRFIDELITY COVINGTON TRUST | 16,211 | $879,084 | 0.2% | TRIM −17% |
| 105 | STIPISHARES TR | 8,525 | $877,470 | 0.2% | NEW |
| 106 | IGROiShares Int'l Dividend Growth ETF | 10,969 | $865,370 | 0.2% | TRIM −25% |
| 107 | DIASPDR DOW JONES INDL AVERAGE | 1,877 | $827,628 | 0.2% | ADD 7% |
| 108 | JNJJOHNSON & JOHNSON | 5,352 | $817,315 | 0.2% | ADD 4% |
| 109 | VTIVANGUARD INDEX FDS | 2,638 | $802,000 | 0.1% | ADD 64% |
| 110 | ONEQFIDELITY COMWLTH TR | 9,499 | $760,813 | 0.1% | TRIM −44% |
| 111 | VEAVANGUARD TAX-MANAGED FDS | 12,810 | $730,332 | 0.1% | ADD 110% |
| 112 | FNDFSCHWAB STRATEGIC TR | 17,789 | $711,888 | 0.1% | ADD 169% |
| 113 | VBRVANGUARD INDEX FDS | 3,646 | $711,012 | 0.1% | ADD 100% |
| 114 | IXUSISHARES TR | 9,157 | $707,914 | 0.1% | TRIM −8% |
| 115 | GOVTISHARES TR | 30,671 | $704,835 | 0.1% | TRIM −3% |
| 116 | JGHNUVEEN GLOBAL HIGH INCOME FD | 54,246 | $701,397 | 0.1% | TRIM −63% |
| 117 | GERNGERON CORP | 494,789 | $697,653 | 0.1% | TRIM −10% |
| 118 | DGRWWISDOMTREE TR | 8,300 | $695,040 | 0.1% | ADD 100% |
| 119 | GEVGE VERNOVA INC | 1,313 | $694,783 | 0.1% | ADD 13% |
| 120 | USBUS BANCORP | 15,114 | $683,820 | 0.1% | ADD 113% |
| 121 | HDHOME DEPOT INC | 1,863 | $683,107 | 0.1% | HOLD |
| 122 | AMDADVANCED MICRO DEVICES INC | 4,778 | $677,874 | 0.1% | TRIM −4% |
| 123 | SOXXISHARES TR | 2,829 | $675,290 | 0.1% | HOLD |
| 124 | VUGVANGUARD INDEX FDS | 1,516 | $664,832 | 0.1% | ADD 95% |
| 125 | IVEISHARES TR | 3,245 | $634,119 | 0.1% | ADD 6% |
| 126 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,759 | $624,754 | 0.1% | ADD 14% |
| 127 | XLFSELECT SECTOR SPDR TR | 11,901 | $623,260 | 0.1% | ADD 35% |
| 128 | VYMVANGUARD WHITEHALL FDS | 4,556 | $607,204 | 0.1% | ADD 104% |
| 129 | CAHCARDINAL HEALTH INC | 3,589 | $602,894 | 0.1% | ADD 4% |
| 130 | PLTRPALANTIR TECHNOLOGIES INC | 4,362 | $594,804 | 0.1% | TRIM −72% |
| 131 | NMZNUVEEN MUN HIGH INCOME OPPOR | 55,195 | $572,370 | 0.1% | TRIM −61% |
| 132 | RGAREINSURANCE GRP OF AMERICA I | 2,848 | $564,929 | 0.1% | NEW |
| 133 | COSTCOSTCO WHSL CORP NEW | 561 | $555,722 | 0.1% | ADD 9% |
| 134 | XLKSELECT SECTOR SPDR TR | 2,192 | $555,082 | 0.1% | HOLD |
| 135 | XLVSELECT SECTOR SPDR TR | 4,027 | $542,843 | 0.1% | HOLD |
| 136 | BROSDUTCH BROS INC | 7,871 | $538,135 | 0.1% | TRIM −6% |
| 137 | BALIBLACKROCK ETF TRUST | 17,763 | $534,853 | 0.1% | ADD 71% |
| 138 | KIOKKR INCOME OPPORTUNITIES FD | 42,476 | $533,499 | 0.1% | TRIM −26% |
| 139 | DGROISHARES CORE DIVIDEND GROWTH ETF | 8,318 | $531,852 | 0.1% | TRIM −5% |
| 140 | PFOFLAHERTY & CRUMRINE PFD INCO | 57,112 | $528,275 | 0.1% | TRIM −9% |
| 141 | GHYPGIM GLOBAL HIGH YIELD FD FO | 39,143 | $524,903 | 0.1% | TRIM −66% |
| 142 | FMAGFIDELITY COVINGTON TRUST | 15,127 | $519,011 | 0.1% | TRIM −50% |
| 143 | GEGE AEROSPACE | 1,958 | $503,890 | 0.1% | ADD 4% |
| 144 | VGTVANGUARD WORLD FD | 754 | $500,376 | 0.1% | ADD 100% |
| 145 | TMUST-MOBILE US INC | 2,094 | $498,918 | 0.1% | ADD 92% |
| 146 | XLESELECT SECTOR SPDR TR | 5,811 | $492,832 | 0.1% | HOLD |
| 147 | TGTTARGET CORP | 4,924 | $485,614 | 0.1% | ADD 6% |
| 148 | IYCISHARES TR | 4,821 | $480,398 | 0.1% | TRIM −4% |
| 149 | PMPHILIP MORRIS INTL INC | 2,607 | $474,806 | 0.1% | TRIM −43% |
| 150 | DOWDOW HLDGS INC | 17,768 | $470,484 | 0.1% | TRIM −4% |
| 151 | UBERUBER TECHNOLOGIES INC | 4,962 | $462,956 | 0.1% | NEW |
| 152 | EMXCISHARES INC | 7,230 | $456,382 | 0.1% | TRIM −93% |
| 153 | PDIPIMCO DYNAMIC INCOME FD | 23,980 | $454,918 | 0.1% | TRIM −60% |
| 154 | VRTVERTIV HOLDINGS CO | 3,526 | $452,870 | 0.1% | NEW |
| 155 | SHELSHELL PLC | 6,337 | $446,155 | 0.1% | ADD 12% |
| 156 | MMDMAINSTAY MACKAY DEFINEDTERM | 30,161 | $446,081 | 0.1% | TRIM −21% |
| 157 | VOVANGUARD INDEX FDS | 1,586 | $443,812 | 0.1% | ADD 100% |
| 158 | EINCVANECK ETF TRUST | 4,472 | $441,376 | 0.1% | ADD 84% |
| 159 | CATCATERPILLAR INC | 1,131 | $440,941 | 0.1% | ADD 10% |
| 160 | HIMUBLACKROCK ETF TRUST II | 8,586 | $417,638 | 0.1% | ADD 92% |
| 161 | QCRHQCR HOLDINGS INC | 6,126 | $415,956 | 0.1% | HOLD |
| 162 | VVVANGUARD INDEX FDS | 1,421 | $405,411 | 0.1% | HOLD |
| 163 | MUMICRON TECHNOLOGY INC | 3,242 | $399,530 | 0.1% | ADD 36% |
| 164 | AGGISHARES TR | 4,018 | $398,547 | 0.1% | HOLD |
| 165 | VEUVANGUARD INTL EQUITY INDEX F | 5,851 | $393,304 | 0.1% | HOLD |
| 166 | INVZINNOVIZ TECHNOLOGIES LTD | 239,319 | $392,484 | 0.1% | TRIM −6% |
| 167 | BXBLACKSTONE INC | 2,516 | $376,340 | 0.1% | ADD 67% |
| 168 | ROKROCKWELL AUTOMATION INC | 1,124 | $373,358 | 0.1% | HOLD |
| 169 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,494 | $372,101 | 0.1% | ADD 14% |
| 170 | TRFKPACER FDS TR | 6,192 | $366,309 | 0.1% | TRIM −50% |
| 171 | XLISELECT SECTOR SPDR TR | 2,460 | $362,898 | 0.1% | HOLD |
| 172 | AIQGLOBAL X FDS | 8,220 | $359,134 | 0.1% | ADD 7% |
| 173 | LOWLOWES COS INC | 1,616 | $358,436 | 0.1% | HOLD |
| 174 | MOALTRIA GROUP INC | 6,056 | $355,052 | 0.1% | HOLD |
| 175 | JAAAJANUS DETROIT STR TR | 6,843 | $347,194 | 0.1% | NEW |
| 176 | HYGWISHARES TR | 11,331 | $346,812 | 0.1% | ADD 10% |
| 177 | FSCOFS CREDIT OPPORTUNITIES CORP | 47,658 | $345,996 | 0.1% | ADD 71% |
| 178 | BAXBAXTER INTL INC | 11,326 | $342,952 | 0.1% | NEW |
| 179 | CMCSACOMCAST CORP NEW | 9,582 | $342,004 | 0.1% | ADD 14% |
| 180 | XLUSELECT SECTOR SPDR TR | 4,186 | $341,795 | 0.1% | NEW |
| 181 | PFEPFIZER INC | 14,084 | $341,423 | 0.1% | TRIM −49% |
| 182 | HWMHOWMET AEROSPACE INC | 1,808 | $336,523 | 0.1% | ADD 11% |
| 183 | CSCOCISCO SYS INC | 4,851 | $336,460 | 0.1% | HOLD |
| 184 | ICEINTERCONTINENTAL EXCHANGE IN | 1,750 | $321,072 | 0.1% | ADD 4% |
| 185 | NEENEXTERA ENERGY INC | 4,579 | $317,847 | 0.1% | ADD 7% |
| 186 | ELVELEVANCE HEALTH INC FORMERLY | 817 | $317,676 | 0.1% | ADD 3% |
| 187 | BPBP PLC | 10,611 | $317,589 | 0.1% | ADD 10% |
| 188 | IWYISHARES TR | 1,286 | $317,023 | 0.1% | TRIM −2% |
| 189 | THROBLACKROCK ETF TRUST | 8,665 | $308,283 | 0.1% | ADD 3% |
| 190 | IXNISHARES TR | 3,295 | $304,258 | 0.1% | TRIM −6% |
| 191 | LHXL3HARRIS TECHNOLOGIES INC | 1,205 | $302,264 | 0.1% | ADD 5% |
| 192 | XLYSELECT SECTOR SPDR TR | 1,386 | $301,286 | 0.1% | HOLD |
| 193 | EEMVISHARES INC | 4,780 | $300,181 | 0.1% | ADD 5% |
| 194 | IYHISHARES TR | 5,228 | $295,272 | 0.1% | TRIM −6% |
| 195 | ILCGISHARES TR | 2,982 | $288,913 | 0.1% | HOLD |
| 196 | MRKMERCK & CO INC | 3,639 | $288,345 | 0.1% | ADD 22% |
| 197 | XLBSELECT SECTOR SPDR TR | 3,229 | $283,539 | 0.1% | TRIM −4% |
| 198 | LMTLOCKHEED MARTIN CORP | 602 | $278,788 | 0.1% | ADD 4% |
| 199 | CSXCSX CORP | 8,477 | $276,607 | 0.1% | ADD 22% |
| 200 | DUKDUKE ENERGY CORP NEW | 2,331 | $275,046 | 0.1% | ADD 4% |
Where this firm's principals came from and which firms its alumni went on to found.