CIK 1801991
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q2. 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 |
|---|---|---|
| Food Products | 35.60% | 4 |
| Unclassified | 32.73% | 107 |
| Specialty Retail | 3.74% | 6 |
| Technology Hardware & Equipment | 3.73% | 6 |
| Hotels, Restaurants & Leisure | 3.16% | 4 |
| Pharmaceuticals & Biotechnology | 2.12% | 11 |
| Oil, Gas & Consumable Fuels | 1.82% | 4 |
| Software | 1.67% | 6 |
| Banks | 1.40% | 6 |
| Machinery | 1.25% | 5 |
| Chemicals | 1.17% | 6 |
| Utilities | 1.12% | 6 |
| Beverages | 1.09% | 3 |
| Software & IT Services | 1.08% | 3 |
| Commercial Services & Supplies | 0.93% | 6 |
| Insurance | 0.92% | 7 |
| Equity Real Estate Investment Trusts (REITs) | 0.64% | 4 |
| Automobiles & Components | 0.58% | 3 |
| Paper & Forest Products | 0.56% | 2 |
| Semiconductors & Semiconductor Equipment | 0.56% | 2 |
| Road & Rail | 0.51% | 2 |
| Household Durables | 0.43% | 2 |
| Diversified Telecommunication Services | 0.42% | 2 |
| Metals & Mining | 0.37% | 1 |
| Health Care Equipment & Supplies | 0.35% | 3 |
| Entertainment | 0.31% | 1 |
| Aerospace & Defense | 0.31% | 3 |
| Food & Staples Retailing | 0.28% | 1 |
| Leisure Products | 0.26% | 1 |
| Tobacco | 0.22% | 1 |
| Media & Entertainment | 0.21% | 2 |
| Health Care Providers & Services | 0.19% | 2 |
| Airlines | 0.19% | 1 |
| Capital Markets | 0.09% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | GIS | GENERAL MILLS INC | Consumer Staples | 34.78% |
| 2 | DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | 2.86% |
| 3 | VV | VANGUARD INDEX FDS | Unclassified | 2.01% |
| 4 | AAPL | Apple Inc. | Information Technology | 1.97% |
| 5 | VTI | VANGUARD INDEX FDS | Unclassified | 1.86% |
| 6 | COST | COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | 1.80% |
| 7 | QQQ | INVESCO QQQ TR | Unclassified | 1.73% |
| 8 | AMZN | AMAZON COM INC | Consumer Discretionary | 1.36% |
| 9 | XOM | EXXON MOBIL CORP | Energy | 1.07% |
| 10 | XLK | SELECT SECTOR SPDR TR | Unclassified | 0.90% |
118/224 names classified · sector 67.4% of weight · industry 67.3% · mkt cap 67.0%; 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: 67.4% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 66.2% of book weight (107/224 names) · unclassified 33.8%: VV, VTI, QQQ, XLK, VXUS, IVV, BND, IWD, VOO, SCHF +107 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 | GISGENERAL MILLS INC | 1,626,426 | $101M | 34.8% | ADD 51% |
| 2 | DRIDARDEN RESTAURANTS INC | 57,370 | $8M | 2.9% | ADD 186% |
| 3 | VVVANGUARD INDEX FDS | 27,006 | $6M | 2.0% | ADD 25% |
| 4 | AAPLAPPLE INC | 38,070 | $6M | 2.0% | ADD 36% |
| 5 | VTIVANGUARD INDEX FDS | 22,634 | $5M | 1.9% | ADD 93% |
| 6 | COSTCOSTCO WHSL CORP NEW | 10,558 | $5M | 1.8% | ADD 28% |
| 7 | QQQINVESCO QQQ TR | 12,975 | $5M | 1.7% | TRIM −33% |
| 8 | AMZNAMAZON COM INC | 1,167 | $4M | 1.4% | TRIM −95% |
| 9 | XOMEXXON MOBIL CORP | 48,063 | $3M | 1.1% | ADD 55% |
| 10 | XLKSELECT SECTOR SPDR TR | 16,077 | $3M | 0.9% | ADD 54% |
| 11 | VXUSVANGUARD STAR FDS | 38,258 | $2M | 0.9% | NEW |
| 12 | IVVISHARES TR | 5,347 | $2M | 0.9% | TRIM −18% |
| 13 | MSFTMICROSOFT CORP | 7,375 | $2M | 0.8% | TRIM −7% |
| 14 | BNDVANGUARD BD INDEX FDS | 28,294 | $2M | 0.8% | ADD 115% |
| 15 | IWDISHARES TR | 13,343 | $2M | 0.8% | TRIM −9% |
| 16 | VOOVANGUARD INDEX FDS | 5,143 | $2M | 0.8% | TRIM −66% |
| 17 | SCHFSCHWAB STRATEGIC TR | 50,465 | $2M | 0.7% | TRIM −44% |
| 18 | VBRVANGUARD INDEX FDS | 10,937 | $2M | 0.7% | ADD 241% |
| 19 | VOVANGUARD INDEX FDS | 7,511 | $2M | 0.7% | TRIM −49% |
| 20 | JPMJPMORGAN CHASE & CO | 10,991 | $2M | 0.6% | ADD 38% |
| 21 | ETNEATON CORP PLC | 10,569 | $2M | 0.6% | ADD 277% |
| 22 | SPYSTATE STR SPDR S&P 500 ETF T | 3,711 | $2M | 0.6% | TRIM −25% |
| 23 | CVXCHEVRON CORP NEW | 14,657 | $2M | 0.6% | ADD 51% |
| 24 | GOOGLALPHABET INC | 564 | $2M | 0.6% | TRIM −94% |
| 25 | VYMVANGUARD WHITEHALL FDS | 14,913 | $2M | 0.6% | TRIM −44% |
| 26 | KOCOCA COLA CO | 28,617 | $2M | 0.6% | ADD 116% |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 30,292 | $2M | 0.5% | ADD 21% |
| 28 | IWPISHARES TR | 13,140 | $2M | 0.5% | ADD 16% |
| 29 | BNDXVANGUARD CHARLOTTE FDS | 26,786 | $2M | 0.5% | ADD 69% |
| 30 | VTVVANGUARD INDEX FDS | 10,170 | $1M | 0.5% | ADD 28% |
| 31 | SDYSPDR SER TR | 11,777 | $1M | 0.5% | ADD 166% |
| 32 | CSCOCISCO SYS INC | 24,603 | $1M | 0.5% | ADD 19% |
| 33 | VCITVANGUARD SCOTTSDALE FDS | 14,535 | $1M | 0.5% | TRIM −44% |
| 34 | KMBKIMBERLY-CLARK CORP | 10,474 | $1M | 0.5% | ADD 37% |
| 35 | EFAISHARES TR | 16,457 | $1M | 0.5% | TRIM −61% |
| 36 | JNJJOHNSON & JOHNSON | 8,023 | $1M | 0.5% | ADD 37% |
| 37 | IWMISHARES TR | 5,647 | $1M | 0.4% | ADD 254% |
| 38 | OKEONEOK INC NEW | 19,732 | $1M | 0.4% | ADD 31% |
| 39 | UNPUNION PAC CORP | 5,166 | $1M | 0.4% | TRIM −12% |
| 40 | FTNTFORTINET INC | 3,690 | $1M | 0.4% | TRIM −80% |
| 41 | FTSLFIRST TR EXCHANGE-TRADED FD | 24,531 | $1M | 0.4% | NEW |
| 42 | USIGISHARES TR | 19,197 | $1M | 0.4% | TRIM −7% |
| 43 | PEPPEPSICO INC | 7,027 | $1M | 0.4% | TRIM −17% |
| 44 | IWFISHARES TR | 3,804 | $1M | 0.4% | ADD 541% |
| 45 | TTTRANE TECHNOLOGIES PLC | 6,228 | $1M | 0.4% | ADD 56% |
| 46 | VIGVANGUARD SPECIALIZED FUNDS | 6,794 | $1M | 0.4% | TRIM −44% |
| 47 | FPEFirst Trust Preferred Secs & Inc ETF | 54,172 | $1M | 0.4% | TRIM −6% |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 8,812 | $1M | 0.4% | ADD 35% |
| 49 | VUGVANGUARD INDEX FDS | 3,474 | $1M | 0.4% | TRIM −9% |
| 50 | FVDFIRST TR EXCHANGE-TRADED FD | 26,256 | $1M | 0.4% | ADD 152% |
| 51 | GLWCORNING INC | 29,930 | $1M | 0.4% | ADD 24% |
| 52 | PGXINVESCO EXCH TRADED FD TR II | 70,381 | $1M | 0.4% | ADD 83% |
| 53 | VEEVVEEVA SYS INC | 3,343 | $1M | 0.4% | ADD 47% |
| 54 | TSLATESLA INC | 938 | $1M | 0.4% | TRIM −61% |
| 55 | METAMETA PLATFORMS INC | 3,176 | $1M | 0.4% | ADD 80% |
| 56 | PFFISHARES TR | 25,910 | $1M | 0.4% | NEW |
| 57 | TSNTYSON FOODS INC | 12,589 | $1M | 0.3% | ADD 17% |
| 58 | IGEBISHARES TR | 18,694 | $1M | 0.3% | ADD 25% |
| 59 | WHRWHIRLPOOL CORP | 4,754 | $1M | 0.3% | TRIM −55% |
| 60 | ADMARCHER DANIELS MIDLAND CO | 15,289 | $982,166 | 0.3% | NEW |
| 61 | DOWDOW HLDGS INC | 16,841 | $942,601 | 0.3% | HOLD |
| 62 | BBCBJ P MORGAN EXCHANGE TRADED F | 16,191 | $901,017 | 0.3% | ADD 30% |
| 63 | BIVVANGUARD BD INDEX FDS | 10,058 | $893,538 | 0.3% | ADD 81% |
| 64 | DISDISNEY WALT CO | 5,255 | $888,478 | 0.3% | ADD 57% |
| 65 | NVDANVIDIA CORPORATION | 3,452 | $882,572 | 0.3% | TRIM −86% |
| 66 | FJUNFIRST TR EXCHNG TRADED FD VI | 23,093 | $864,256 | 0.3% | NEW |
| 67 | MUBISHARES TR | 7,405 | $858,560 | 0.3% | TRIM −6% |
| 68 | VVISA INC | 4,023 | $852,261 | 0.3% | ADD 12% |
| 69 | FCPTFOUR CORNERS PPTY TR INC | 28,705 | $832,445 | 0.3% | ADD 186% |
| 70 | SPSBSPDR SERIES TRUST | 26,510 | $824,726 | 0.3% | ADD 9% |
| 71 | BMYBRISTOL-MYERS SQUIBB CO | 14,091 | $822,932 | 0.3% | ADD 14% |
| 72 | FNDFSCHWAB STRATEGIC TR | 24,350 | $818,647 | 0.3% | NEW |
| 73 | EVRGEVERGY INC | 12,765 | $813,775 | 0.3% | ADD 21% |
| 74 | CVSCVS HEALTH CORP | 9,093 | $811,823 | 0.3% | ADD 9% |
| 75 | ABBVABBVIE INC | 6,983 | $800,710 | 0.3% | TRIM −19% |
| 76 | TAT&T INC | 31,543 | $796,771 | 0.3% | ADD 172% |
| 77 | FOCTFIRST TR EXCHNG TRADED FD VI | 22,071 | $773,464 | 0.3% | NEW |
| 78 | CLXCLOROX CO DEL | 4,614 | $752,130 | 0.3% | TRIM −10% |
| 79 | AMGNAMGEN INC | 3,631 | $751,512 | 0.3% | ADD 31% |
| 80 | HASHASBRO INC | 7,777 | $744,668 | 0.3% | ADD 77% |
| 81 | XLFSELECT SECTOR SPDR TR | 18,268 | $735,462 | 0.3% | ADD 158% |
| 82 | CATCATERPILLAR INC | 3,558 | $725,817 | 0.3% | ADD 22% |
| 83 | INTCINTEL CORP | 14,759 | $723,195 | 0.3% | TRIM −7% |
| 84 | VWOVANGUARD INTL EQUITY INDEX F | 14,094 | $713,978 | 0.2% | ADD 30% |
| 85 | RWRSPDR SERIES TRUST | 6,180 | $704,581 | 0.2% | HOLD |
| 86 | GENZVANECK ETF TRUST | 13,730 | $682,933 | 0.2% | NEW |
| 87 | ARKKARK ETF TR | 5,557 | $673,952 | 0.2% | NEW |
| 88 | IJRISHARES TR | 5,958 | $673,581 | 0.2% | ADD 107% |
| 89 | BACBANK AMERICA CORP | 14,096 | $673,507 | 0.2% | TRIM −20% |
| 90 | MBBISHARES TR | 6,151 | $663,260 | 0.2% | TRIM −70% |
| 91 | CCICROWN CASTLE INC | 3,637 | $655,758 | 0.2% | TRIM −12% |
| 92 | PMPHILIP MORRIS INTL INC | 6,787 | $641,644 | 0.2% | ADD 47% |
| 93 | VDCVANGUARD WORLD FD | 3,384 | $628,341 | 0.2% | ADD 137% |
| 94 | RDVYFIRST TR EXCHANGE TRADED FD | 12,444 | $622,449 | 0.2% | TRIM −59% |
| 95 | PTLCPACER FDS TR | 15,391 | $621,641 | 0.2% | ADD 8% |
| 96 | HDHOME DEPOT INC | 1,575 | $585,435 | 0.2% | ADD 14% |
| 97 | RSPINVESCO EXCHANGE TRADED FD T | 3,678 | $580,240 | 0.2% | TRIM −5% |
| 98 | USBUS BANCORP | 9,501 | $573,575 | 0.2% | TRIM −25% |
| 99 | PRUPRUDENTIAL FINL INC | 5,188 | $570,980 | 0.2% | TRIM −25% |
| 100 | APDAIR PRODS & CHEMS INC | 1,887 | $565,742 | 0.2% | ADD 3% |
| 101 | AXSMAXSOME THERAPEUTICS INC. | 14,677 | $565,067 | 0.2% | ADD 62% |
| 102 | PFGPRINCIPAL FINANCIAL GROUP IN | 8,301 | $556,915 | 0.2% | ADD 23% |
| 103 | FDXFEDEX CORP | 2,300 | $541,653 | 0.2% | ADD 13% |
| 104 | DNLWISDOMTREE TR | 12,642 | $531,575 | 0.2% | ADD 21% |
| 105 | SMGSCOTTS MIRACLE-GRO CO | 3,563 | $528,966 | 0.2% | TRIM −20% |
| 106 | ANGLVANECK ETF TRUST | 15,912 | $526,288 | 0.2% | NEW |
| 107 | XBISPDR SERIES TRUST | 4,212 | $525,791 | 0.2% | HOLD |
| 108 | DEDEERE & CO | 1,532 | $524,420 | 0.2% | ADD 113% |
| 109 | XLVSELECT SECTOR SPDR TR | 3,917 | $524,212 | 0.2% | NEW |
| 110 | SCHPSCHWAB STRATEGIC TR | 8,283 | $521,663 | 0.2% | NEW |
| 111 | QHYWISDOMTREE TR | 9,964 | $521,281 | 0.2% | NEW |
| 112 | CRMSALESFORCE INC | 1,735 | $519,964 | 0.2% | ADD 66% |
| 113 | MTUMISHARES TR | 2,676 | $510,259 | 0.2% | TRIM −24% |
| 114 | CHWYCHEWY INC | 6,655 | $504,449 | 0.2% | TRIM −45% |
| 115 | ESGUISHARES TR | 4,785 | $504,377 | 0.2% | NEW |
| 116 | XLESELECT SECTOR SPDR TR | 8,759 | $503,408 | 0.2% | ADD 59% |
| 117 | MAMASTERCARD INCORPORATED | 1,498 | $502,609 | 0.2% | ADD 5% |
| 118 | XLUSELECT SECTOR SPDR TR | 7,501 | $501,861 | 0.2% | TRIM −5% |
| 119 | EPDENTERPRISE PRODS PARTNERS L | 22,060 | $500,327 | 0.2% | ADD 70% |
| 120 | SMDVPROSHARES TR | 7,766 | $498,088 | 0.2% | ADD 148% |
| 121 | QDECFIRST TR EXCHNG TRADED FD VI | 21,551 | $492,120 | 0.2% | ADD 64% |
| 122 | PGRPROGRESSIVE CORP | 4,997 | $474,115 | 0.2% | ADD 87% |
| 123 | NTRANATERA INC | 4,095 | $469,164 | 0.2% | ADD 58% |
| 124 | PFEPFIZER INC | 10,600 | $463,636 | 0.2% | ADD 2% |
| 125 | SPYGSPDR SERIES TRUST STATE STREET SPD | 6,599 | $460,843 | 0.2% | ADD 78% |
| 126 | FAUGFIRST TR EXCHNG TRADED FD VI | 11,982 | $455,136 | 0.2% | ADD 11% |
| 127 | RSPDINVESCO EXCHANGE TRADED FD T | 2,951 | $451,593 | 0.2% | NEW |
| 128 | ABTABBOTT LABS | 3,413 | $439,879 | 0.2% | TRIM −9% |
| 129 | EFVISHARES TR | 8,244 | $428,543 | 0.1% | TRIM −49% |
| 130 | VZVERIZON COMMUNICATIONS INC | 8,057 | $426,933 | 0.1% | ADD 68% |
| 131 | SBSISOUTHSIDE BANCSHARES INC | 10,276 | $424,629 | 0.1% | ADD 4% |
| 132 | VBVANGUARD INDEX FDS | 1,850 | $424,557 | 0.1% | ADD 79% |
| 133 | LMTLOCKHEED MARTIN CORP | 1,261 | $418,906 | 0.1% | ADD 10% |
| 134 | GOOGALPHABET INC | 141 | $418,122 | 0.1% | TRIM −98% |
| 135 | IJHISHARES TR | 1,495 | $416,581 | 0.1% | TRIM −81% |
| 136 | TAPMOLSON COORS BEVERAGE CO | 9,220 | $406,517 | 0.1% | ADD 32% |
| 137 | XMMOINVESCO EXCHANGE TRADED FD T | 4,443 | $403,870 | 0.1% | ADD 4% |
| 138 | MDLZMONDELEZ INTL INC | 6,639 | $403,253 | 0.1% | NEW |
| 139 | FSKFS KKR CAP CORP | 18,224 | $400,199 | 0.1% | NEW |
| 140 | SESEA LTD | 1,158 | $397,853 | 0.1% | NEW |
| 141 | BRK.BBERKSHIRE HATHAWAY INC DEL | 1,384 | $397,222 | 0.1% | TRIM −27% |
| 142 | ARKWARK ETF TR | 2,499 | $392,270 | 0.1% | NEW |
| 143 | MDTMEDTRONIC PLC | 3,265 | $391,357 | 0.1% | NEW |
| 144 | ETSYETSY INC | 1,549 | $388,322 | 0.1% | NEW |
| 145 | LVSLAS VEGAS SANDS CORP | 9,980 | $387,327 | 0.1% | NEW |
| 146 | GMGENERAL MTRS CO | 7,116 | $387,322 | 0.1% | NEW |
| 147 | NFLXNETFLIX INC | 561 | $387,263 | 0.1% | ADD 2% |
| 148 | ISRGINTUITIVE SURGICAL INC | 1,035 | $373,770 | 0.1% | HOLD |
| 149 | PGPROCTER AND GAMBLE CO | 2,542 | $363,553 | 0.1% | ADD 24% |
| 150 | UNILEVER PLC | 6,668 | $357,278 | 0.1% | NEW |
| 151 | ICVTISHARES TR CONV BD ETF | 3,434 | $351,726 | 0.1% | NEW |
| 152 | PTNQPACER FDS TR | 6,024 | $350,113 | 0.1% | ADD 19% |
| 153 | WMTWALMART INC | 2,256 | $337,066 | 0.1% | TRIM −70% |
| 154 | FGDFIRST TR EXCHANGE TRADED FD | 12,954 | $330,975 | 0.1% | NEW |
| 155 | SBACSBA COMMUNICATIONS CORP NEW | 954 | $329,445 | 0.1% | NEW |
| 156 | PYPLPAYPAL HLDGS INC | 1,386 | $322,370 | 0.1% | NEW |
| 157 | NOWSERVICENOW INC | 459 | $320,273 | 0.1% | TRIM −28% |
| 158 | VGTVANGUARD WORLD FD | 725 | $314,882 | 0.1% | TRIM −3% |
| 159 | USOUNITED STS OIL FD LP | 5,389 | $307,981 | 0.1% | NEW |
| 160 | CMICUMMINS INC | 1,275 | $305,797 | 0.1% | ADD 2% |
| 161 | IRINGERSOLL RAND INC | 5,672 | $304,926 | 0.1% | HOLD |
| 162 | FMAYFIRST TR EXCHNG TRADED FD VI | 8,096 | $304,782 | 0.1% | TRIM −17% |
| 163 | GBTCGRAYSCALE BITCOIN TRUST ETF | 5,994 | $297,845 | 0.1% | NEW |
| 164 | PFFAETFIS SER TR I | 11,790 | $295,930 | 0.1% | NEW |
| 165 | QCRHQCR HOLDINGS INC | 5,270 | $290,588 | 0.1% | NEW |
| 166 | EDCONSOLIDATED EDISON INC | 3,703 | $279,234 | 0.1% | ADD 12% |
| 167 | UFCSUNITED FIRE GROUP INC | 13,500 | $275,805 | 0.1% | ADD 44% |
| 168 | RWJINVESCO EXCH TRADED FD TR II | 2,279 | $273,980 | 0.1% | NEW |
| 169 | MCDMCDONALDS CORP | 1,112 | $273,479 | 0.1% | TRIM −38% |
| 170 | AGGYWISDOMTREE TR | 5,243 | $272,007 | 0.1% | NEW |
| 171 | COPCONOCOPHILLIPS | 3,651 | $271,965 | 0.1% | NEW |
| 172 | ICEINTERCONTINENTAL EXCHANGE IN | 1,940 | $268,612 | 0.1% | NEW |
| 173 | VRTXVERTEX PHARMACEUTICALS INC | 1,435 | $265,375 | 0.1% | ADD 142% |
| 174 | MRSHMARSH & MCLENNAN COS INC | 1,584 | $264,210 | 0.1% | NEW |
| 175 | HYGHISHARES U S ETF TR | 3,000 | $263,145 | 0.1% | NEW |
| 176 | ALCALCON AG | 3,100 | $256,728 | 0.1% | NEW |
| 177 | UNMUNUM GROUP | 10,070 | $256,483 | 0.1% | ADD 75% |
| 178 | RTXRTX CORPORATION | 2,843 | $252,592 | 0.1% | ADD 98% |
| 179 | UNHUNITEDHEALTH GROUP INC | 548 | $252,338 | 0.1% | TRIM −75% |
| 180 | GPKGRAPHIC PACKAGING HLDG CO | 12,649 | $252,094 | 0.1% | NEW |
| 181 | VOEVANGUARD INDEX FDS | 1,726 | $251,480 | 0.1% | ADD 5% |
| 182 | SHWSHERWIN WILLIAMS CO | 794 | $251,389 | 0.1% | TRIM −30% |
| 183 | SONYSONY GROUP CORP | 2,157 | $249,758 | 0.1% | NEW |
| 184 | ITAIShares U.S. Aerospace & Defense ETF | 2,358 | $246,411 | 0.1% | TRIM −20% |
| 185 | ADSKAUTODESK INC | 769 | $244,242 | 0.1% | NEW |
| 186 | HYGISHARES TR | 2,784 | $242,011 | 0.1% | NEW |
| 187 | FFORD MTR CO | 14,060 | $240,149 | 0.1% | NEW |
| 188 | CORTCORCEPT THERAPEUTICS INC | 13,300 | $239,400 | 0.1% | NEW |
| 189 | XLPSELECT SECTOR SPDR TR | 3,288 | $234,238 | 0.1% | NEW |
| 190 | IVEISHARES TR | 1,532 | $232,911 | 0.1% | TRIM −71% |
| 191 | MCOMOODYS CORP | 576 | $232,792 | 0.1% | TRIM −12% |
| 192 | CORPPIMCO ETF TR | 2,045 | $232,619 | 0.1% | NEW |
| 193 | ADBEADOBE INC | 356 | $231,529 | 0.1% | NEW |
| 194 | LITGLOBAL X FDS | 2,516 | $231,244 | 0.1% | NEW |
| 195 | MRKMERCK & CO INC | 2,625 | $231,132 | 0.1% | HOLD |
| 196 | QCLNFIRST TR EXCHANGE-TRADED FD | 2,970 | $229,906 | 0.1% | NEW |
| 197 | VNQVANGUARD INDEX FDS | 2,107 | $229,699 | 0.1% | NEW |
| 198 | NVSNOVARTIS AG | 2,772 | $229,411 | 0.1% | NEW |
| 199 | FIXDFIRST TR EXCHNG TRADED FD VI | 4,285 | $228,803 | 0.1% | TRIM −17% |
| 200 | EFGISHARES TR | 2,051 | $227,558 | 0.1% | TRIM −48% |
Where this firm's principals came from and which firms its alumni went on to found.