CIK 1857493
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q4. 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 | 20.57% | 141 |
| Technology Hardware & Equipment | 11.66% | 13 |
| Specialty Retail | 10.87% | 11 |
| Software & IT Services | 8.40% | 8 |
| Software | 8.34% | 15 |
| Commercial Services & Supplies | 4.66% | 18 |
| Semiconductors & Semiconductor Equipment | 4.36% | 11 |
| Oil, Gas & Consumable Fuels | 3.70% | 12 |
| Capital Markets | 3.65% | 8 |
| Banks | 3.63% | 12 |
| Insurance | 3.19% | 13 |
| Pharmaceuticals & Biotechnology | 2.39% | 18 |
| Aerospace & Defense | 2.25% | 6 |
| Beverages | 1.35% | 5 |
| Health Care Equipment & Supplies | 1.24% | 8 |
| Machinery | 1.16% | 12 |
| Distributors | 1.11% | 6 |
| Tobacco | 0.99% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 0.82% | 7 |
| Media & Entertainment | 0.74% | 2 |
| Chemicals | 0.70% | 10 |
| Real Estate Management & Development | 0.66% | 3 |
| Transportation Infrastructure | 0.57% | 3 |
| Utilities | 0.53% | 11 |
| Metals & Mining | 0.48% | 2 |
| Food & Staples Retailing | 0.34% | 1 |
| Automobiles & Components | 0.31% | 4 |
| Entertainment | 0.31% | 2 |
| Airlines | 0.29% | 2 |
| Food Products | 0.24% | 1 |
| Diversified Telecommunication Services | 0.22% | 2 |
| Road & Rail | 0.06% | 2 |
| Professional Services | 0.05% | 2 |
| Hotels, Restaurants & Leisure | 0.03% | 2 |
| Health Care Providers & Services | 0.03% | 2 |
| Paper & Forest Products | 0.02% | 2 |
| Agricultural Products | 0.02% | 1 |
| Construction & Engineering | 0.02% | 1 |
| Electrical Equipment & Components | 0.01% | 1 |
| Communications Equipment | 0.01% | 1 |
| Diversified Consumer Services | 0.01% | 2 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Information Technology | 6.65% |
| 2 | AMZN | AMAZON COM INC | Consumer Discretionary | 6.29% |
| 3 | MSFT | MICROSOFT CORP | Information Technology | 3.17% |
| 4 | GOOG | Alphabet Inc. | Communication Services | 3.04% |
| 5 | MA | Mastercard Inc | Financials | 3.03% |
| 6 | COST | COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | 2.85% |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC. | Information Technology | 2.81% |
| 8 | GOOGL | Alphabet Inc. | Communication Services | 2.78% |
| 9 | JPM | JPMORGAN CHASE & CO | Financials | 2.56% |
| 10 | AMD | ADVANCED MICRO DEVICES INC | Information Technology | 2.08% |
246/386 names classified · sector 80.0% of weight · industry 79.4% · mkt cap 76.4%; 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: 80.0% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 75.4% of book weight (214/367 names) · unclassified 24.6%: SPY, XONE, NVO, QQQ, , STZ, VOO, FTEC, IXC, VTV +143 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 | AAPLAPPLE INC | 1,650,790 | $243M | 6.6% | ADD 7% |
| 2 | AMZNAMAZON COM INC | 1,632,232 | $230M | 6.3% | ADD 2% |
| 3 | MSFTMICROSOFT CORP | 428,145 | $116M | 3.2% | TRIM −44% |
| 4 | GOOGALPHABET INC | 1,201,196 | $111M | 3.0% | HOLD |
| 5 | MAMASTERCARD INCORPORATED | 307,142 | $111M | 3.0% | TRIM −16% |
| 6 | COSTCOSTCO WHSL CORP NEW | 143,730 | $104M | 2.8% | TRIM −8% |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 176,691 | $103M | 2.8% | HOLD |
| 8 | GOOGLALPHABET INC | 672,660 | $102M | 2.8% | ADD 13% |
| 9 | JPMJPMORGAN CHASE & CO | 467,796 | $94M | 2.6% | TRIM −16% |
| 10 | AMDADVANCED MICRO DEVICES INC | 420,645 | $76M | 2.1% | TRIM −3% |
| 11 | TWTRADEWEB MKTS INC | 552,890 | $58M | 1.6% | HOLD |
| 12 | SPYSTATE STR SPDR S&P 500 ETF T | 108,346 | $57M | 1.6% | TRIM −78% |
| 13 | HDHOME DEPOT INC | 143,746 | $55M | 1.5% | ADD 5% |
| 14 | ADBEADOBE INC | 106,910 | $54M | 1.5% | ADD 59% |
| 15 | METAMETA PLATFORMS INC | 213,871 | $47M | 1.3% | TRIM −11% |
| 16 | BLKBLACKROCK INC | 54,431 | $45M | 1.2% | ADD 6% |
| 17 | CRMSALESFORCE INC | 147,996 | $45M | 1.2% | TRIM −12% |
| 18 | WDAYWORKDAY INC | 159,246 | $43M | 1.2% | ADD 2% |
| 19 | XONEBONDBLOXX ETF TRUST | 835,612 | $41M | 1.1% | TRIM −6% |
| 20 | NVONOVO-NORDISK A S | 312,210 | $40M | 1.1% | ADD 1209% |
| 21 | QQQINVESCO QQQ TR | 88,677 | $39M | 1.1% | TRIM −19% |
| 22 | HONHONEYWELL INTL INC | 189,932 | $39M | 1.1% | TRIM −15% |
| 23 | SYKSTRYKER CORPORATION | 100,789 | $36M | 1.0% | HOLD |
| 24 | NOWSERVICENOW INC | 45,074 | $34M | 0.9% | ADD 6% |
| 25 | CVXCHEVRON CORP NEW | 210,814 | $33M | 0.9% | ADD 2% |
| 26 | AONAON PLC | 98,907 | $33M | 0.9% | HOLD |
| 27 | EOGEOG RES INC | 252,048 | $32M | 0.9% | HOLD |
| 28 | APHAMPHENOL CORP | 277,001 | $32M | 0.9% | HOLD |
| 29 | MOALTRIA GROUP INC | 730,936 | $32M | 0.9% | HOLD |
| 30 | INTUINTUIT | 45,132 | $29M | 0.8% | TRIM −48% |
| 31 | STZCONSTELLATION BRANDS INC | 105,944 | $29M | 0.8% | HOLD |
| 32 | CBCHUBB LIMITED | 109,022 | $28M | 0.8% | TRIM −4% |
| 33 | UNHUNITEDHEALTH GROUP INC | 55,574 | $27M | 0.8% | TRIM −62% |
| 34 | CMCSACOMCAST CORP NEW | 621,150 | $27M | 0.7% | TRIM −21% |
| 35 | CATCATERPILLAR INC | 71,187 | $26M | 0.7% | ADD 2476% |
| 36 | ROPROPER TECHNOLOGIES INC | 88,921 | $26M | 0.7% | HOLD |
| 37 | RTXRTX CORPORATION | 256,208 | $25M | 0.7% | HOLD |
| 38 | VOOVANGUARD INDEX FDS | 51,447 | $25M | 0.7% | ADD 11% |
| 39 | FTECFIDELITY COVINGTON TRUST | 157,361 | $25M | 0.7% | ADD 226% |
| 40 | AMPAMERIPRISE FINL INC | 53,647 | $24M | 0.6% | ADD 805% |
| 41 | IXCISHARES TR | 543,028 | $23M | 0.6% | TRIM −10% |
| 42 | ACNACCENTURE PLC IRELAND | 104,308 | $23M | 0.6% | HOLD |
| 43 | FSVFIRSTSERVICE CORP NEW | 133,167 | $22M | 0.6% | ADD 2% |
| 44 | VTVVANGUARD INDEX FDS | 135,113 | $22M | 0.6% | TRIM −5% |
| 45 | XOMEXXON MOBIL CORP | 187,434 | $22M | 0.6% | ADD 3% |
| 46 | BPBP PLC | 574,629 | $22M | 0.6% | TRIM −5% |
| 47 | IOOIShares S&P Global 100 Index ETF | 231,357 | $21M | 0.6% | ADD 10% |
| 48 | DHRDANAHER CORP DEL | 80,893 | $20M | 0.6% | HOLD |
| 49 | EXPEEXPEDIA GROUP INC | 141,766 | $20M | 0.5% | ADD 4% |
| 50 | AMATAPPLIED MATLS INC | 94,248 | $19M | 0.5% | ADD 22% |
| 51 | BRK.BBERKSHIRE HATHAWAY INC DEL | 80,483 | $19M | 0.5% | HOLD |
| 52 | XTWOBONDBLOXX ETF TRUST | 386,008 | $19M | 0.5% | TRIM −5% |
| 53 | EAELECTRONIC ARTS INC | 133,815 | $18M | 0.5% | TRIM −3% |
| 54 | CAHCARDINAL HEALTH INC | 153,622 | $17M | 0.5% | NEW |
| 55 | PEPPEPSICO INC | 91,998 | $16M | 0.4% | TRIM −19% |
| 56 | JPSTJ P MORGAN EXCHANGE TRADED F | 310,138 | $16M | 0.4% | TRIM −73% |
| 57 | BABAALIBABA GROUP HLDG LTD | 215,070 | $16M | 0.4% | TRIM −2% |
| 58 | VYMIVANGUARD WHITEHALL FDS | 223,825 | $15M | 0.4% | TRIM −7% |
| 59 | POOLPOOL CORP | 37,426 | $15M | 0.4% | ADD 13% |
| 60 | FCXFREEPORT MCMORAN INC | 318,430 | $15M | 0.4% | TRIM −3% |
| 61 | GLDSPDR GOLD TR | 71,215 | $15M | 0.4% | TRIM −26% |
| 62 | LMTLOCKHEED MARTIN CORP | 31,879 | $15M | 0.4% | TRIM −17% |
| 63 | PANWPALO ALTO NETWORKS INC | 49,839 | $14M | 0.4% | ADD 14% |
| 64 | SCHFSCHWAB STRATEGIC TR | 356,602 | $14M | 0.4% | ADD 11% |
| 65 | FTVFORTIVE CORP | 158,115 | $14M | 0.4% | HOLD |
| 66 | ENBENBRIDGE INC | 368,259 | $13M | 0.4% | HOLD |
| 67 | JEPIJPMorgan Equity Premium Income ETF | 227,626 | $13M | 0.4% | TRIM −7% |
| 68 | SPYMSPDR SERIES TRUST | 213,697 | $13M | 0.4% | TRIM −3% |
| 69 | CHCTCOMMUNITY HEALTHCARE TR INC | 492,827 | $13M | 0.4% | HOLD |
| 70 | CVSCVS HEALTH CORP | 156,901 | $13M | 0.3% | HOLD |
| 71 | FNCLFIDELITY COVINGTON TRUST | 204,344 | $12M | 0.3% | ADD 327% |
| 72 | PAVEGLOBAL X FDS | 299,301 | $12M | 0.3% | NEW |
| 73 | PGRPROGRESSIVE CORP | 57,453 | $12M | 0.3% | TRIM −20% |
| 74 | XMHQINVESCO EXCHANGE TRADED FD T | 100,428 | $11M | 0.3% | ADD 24% |
| 75 | NVDANVIDIA CORPORATION | 12,059 | $11M | 0.3% | TRIM −73% |
| 76 | SGOVISHARES TR | 107,610 | $11M | 0.3% | TRIM −61% |
| 77 | SPYDSPDR SERIES TRUST | 263,583 | $11M | 0.3% | TRIM −7% |
| 78 | DGROISHARES CORE DIVIDEND GROWTH ETF | 183,713 | $11M | 0.3% | ADD 9% |
| 79 | STWDSTARWOOD PPTY TR INC | 522,279 | $11M | 0.3% | HOLD |
| 80 | FHLCFIDELITY COVINGTON TRUST | 150,498 | $11M | 0.3% | NEW |
| 81 | VHTVANGUARD WORLD FD | 38,602 | $10M | 0.3% | TRIM −10% |
| 82 | PPAINVESCO EXCHANGE TRADED FD T | 101,439 | $10M | 0.3% | ADD 7% |
| 83 | ADIANALOG DEVICES INC | 50,531 | $10M | 0.3% | HOLD |
| 84 | BBINJ P MORGAN EXCHANGE TRADED F | 163,635 | $10M | 0.3% | ADD 12% |
| 85 | CLCOLGATE PALMOLIVE CO | 105,461 | $10M | 0.3% | ADD 20% |
| 86 | DISDISNEY WALT CO | 76,573 | $9M | 0.3% | TRIM −65% |
| 87 | MLPXGLOBAL X FDS | 188,513 | $9M | 0.3% | HOLD |
| 88 | AIGAMERICAN INTL GROUP INC | 112,479 | $9M | 0.2% | TRIM −9% |
| 89 | MSCIMSCI INC | 15,705 | $9M | 0.2% | ADD 13% |
| 90 | Powershares S&P | 51,885 | $9M | 0.2% | TRIM −5% |
| 91 | PNCPNC FINL SVCS GROUP INC | 54,081 | $9M | 0.2% | HOLD |
| 92 | MDLZMONDELEZ INTL INC | 124,763 | $9M | 0.2% | TRIM −4% |
| 93 | XLESELECT SECTOR SPDR TR | 92,234 | $9M | 0.2% | TRIM −2% |
| 94 | FDISFIDELITY COVINGTON TRUST | 103,626 | $9M | 0.2% | ADD 799% |
| 95 | FYLDCAMBRIA ETF TR | 311,330 | $8M | 0.2% | TRIM −9% |
| 96 | EPDENTERPRISE PRODS PARTNERS L | 289,813 | $8M | 0.2% | HOLD |
| 97 | TSLATESLA INC | 44,985 | $8M | 0.2% | TRIM −60% |
| 98 | BACBANK AMERICA CORP | 203,926 | $8M | 0.2% | ADD 163% |
| 99 | TAT&T INC | 433,333 | $8M | 0.2% | ADD 54% |
| 100 | AVGOBROADCOM INC | 5,688 | $8M | 0.2% | TRIM −12% |
| 101 | FSTAFIDELITY COVINGTON TRUST | 157,660 | $8M | 0.2% | NEW |
| 102 | ILTBISHARES TR | 146,860 | $8M | 0.2% | ADD 5% |
| 103 | Invesco Exchange Traded Fund T S&P Smallcap 600 ETF | 167,969 | $7M | 0.2% | ADD 13% |
| 104 | SHYISHARES TR | 84,108 | $7M | 0.2% | TRIM −85% |
| 105 | IDXXIDEXX LABS INC | 12,576 | $7M | 0.2% | HOLD |
| 106 | IXUSISHARES TR | 98,302 | $7M | 0.2% | HOLD |
| 107 | LLYELI LILLY & CO | 8,487 | $7M | 0.2% | TRIM −41% |
| 108 | BILSPDR SERIES TRUST | 70,931 | $7M | 0.2% | ADD 9% |
| 109 | XARSPDR SERIES TRUST | 44,404 | $6M | 0.2% | TRIM −7% |
| 110 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 67,143 | $6M | 0.2% | ADD 60% |
| 111 | FTSE RAFI 1000 US Lg Cap | 157,946 | $6M | 0.2% | TRIM −6% |
| 112 | SPYGSPDR SERIES TRUST STATE STREET SPD | 82,896 | $6M | 0.2% | TRIM −4% |
| 113 | MRKMERCK & CO INC | 44,979 | $6M | 0.2% | TRIM −51% |
| 114 | FCOMFIDELITY COVINGTON TRUST | 115,562 | $6M | 0.2% | ADD 123% |
| 115 | RSPINVESCO EXCHANGE TRADED FD T | 32,018 | $5M | 0.1% | TRIM −17% |
| 116 | DALDELTA AIR LINES INC | 111,760 | $5M | 0.1% | ADD 9% |
| 117 | SPDWSPDR INDEX SHS FDS | 149,425 | $5M | 0.1% | HOLD |
| 118 | FDXFEDEX CORP | 18,343 | $5M | 0.1% | ADD 332% |
| 119 | FENYFIDELITY COVINGTON TRUST | 203,612 | $5M | 0.1% | ADD 6% |
| 120 | COFCAPITAL ONE FINL CORP | 34,740 | $5M | 0.1% | ADD 866% |
| 121 | COPCONOCOPHILLIPS | 40,294 | $5M | 0.1% | HOLD |
| 122 | ABTABBOTT LABS | 44,372 | $5M | 0.1% | ADD 6% |
| 123 | VBVANGUARD INDEX FDS | 22,003 | $5M | 0.1% | HOLD |
| 124 | XLGINVESCO EXCHANGE TRADED FD T | 118,404 | $5M | 0.1% | ADD 10% |
| 125 | FIDUFIDELITY COVINGTON TRUST | 71,651 | $5M | 0.1% | ADD 77% |
| 126 | MOATVANECK ETF TRUST | 52,729 | $5M | 0.1% | TRIM −4% |
| 127 | BKRBAKER HUGHES COMPANY | 140,681 | $5M | 0.1% | ADD 46% |
| 128 | SCHXSCHWAB U.S. LARGE-CAP ETF | 75,548 | $5M | 0.1% | TRIM −4% |
| 129 | ABBVABBVIE INC | 25,430 | $5M | 0.1% | TRIM −65% |
| 130 | VEAVANGUARD TAX-MANAGED FDS | 86,490 | $4M | 0.1% | HOLD |
| 131 | CCITIGROUP INC | 66,853 | $4M | 0.1% | ADD 218% |
| 132 | LOWLOWES COS INC | 16,366 | $4M | 0.1% | TRIM −9% |
| 133 | DOWDOW HLDGS INC | 70,703 | $4M | 0.1% | TRIM −16% |
| 134 | AXPAMERICAN EXPRESS CO | 17,987 | $4M | 0.1% | TRIM −5% |
| 135 | CFCF INDS HLDGS INC | 46,986 | $4M | 0.1% | TRIM −4% |
| 136 | NRGNRG ENERGY INC | 56,835 | $4M | 0.1% | TRIM −13% |
| 137 | JNJJOHNSON & JOHNSON | 24,137 | $4M | 0.1% | TRIM −52% |
| 138 | BRK.ABERKSHIRE HATHAWAY INC DEL | 6 | $4M | 0.1% | ADD 50% |
| 139 | DPZDOMINOS PIZZA INC | 48,167 | $4M | 0.1% | HOLD |
| 140 | IBBISHARES TR | 25,889 | $4M | 0.1% | HOLD |
| 141 | SPHQINVESCO EXCHANGE TRADED FD T | 57,098 | $3M | 0.1% | TRIM −95% |
| 142 | PMPHILIP MORRIS INTL INC | 36,821 | $3M | 0.1% | TRIM −19% |
| 143 | CTRACOTERRA ENERGY INC | 118,324 | $3M | 0.1% | HOLD |
| 144 | CMECME GROUP INC | 15,194 | $3M | 0.1% | TRIM −5% |
| 145 | SPSBSPDR SERIES TRUST | 109,235 | $3M | 0.1% | ADD 10% |
| 146 | MMM3M CO | 30,272 | $3M | 0.1% | TRIM −19% |
| 147 | MPCMARATHON PETE CORP | 15,683 | $3M | 0.1% | TRIM −80% |
| 148 | XLUSELECT SECTOR SPDR TR | 47,201 | $3M | 0.1% | TRIM −18% |
| 149 | FUTYFIDELITY COVINGTON TRUST | 72,862 | $3M | 0.1% | NEW |
| 150 | FISVFISERV INC | 19,258 | $3M | 0.1% | TRIM −11% |
| 151 | GILDGILEAD SCIENCES INC | 41,911 | $3M | 0.1% | ADD 4% |
| 152 | USMVISHARES TR | 36,194 | $3M | 0.1% | ADD 705% |
| 153 | KEYKEYCORP | 191,078 | $3M | 0.1% | TRIM −10% |
| 154 | SUBISHARES TR | 28,524 | $3M | 0.1% | TRIM −24% |
| 155 | CONSOL ENERGY INC NEW | 35,449 | $3M | 0.1% | ADD 57% |
| 156 | HSTHOST HOTELS & RESORTS INC | 143,235 | $3M | 0.1% | ADD 12% |
| 157 | FMATFIDELITY COVINGTON TRUST | 55,727 | $3M | 0.1% | NEW |
| 158 | KOCOCA COLA CO | 47,665 | $3M | 0.1% | HOLD |
| 159 | CORCENCORA INC | 11,767 | $3M | 0.1% | ADD 9% |
| 160 | BNYBANK NEW YORK MELLON CORP | 48,969 | $3M | 0.1% | ADD 17% |
| 161 | AEMAGNICO EAGLE MINES LTD | 45,358 | $3M | 0.1% | TRIM −7% |
| 162 | CARRCARRIER GLOBAL CORPORATION | 45,300 | $3M | 0.1% | TRIM −22% |
| 163 | SPDR Series Trust | 28,167 | $3M | 0.1% | TRIM −14% |
| 164 | RWJINVESCO EXCH TRADED FD TR II | 58,890 | $3M | 0.1% | ADD 5% |
| 165 | LNGCheniere Energy, Inc | 15,466 | $2M | 0.1% | TRIM −56% |
| 166 | IRON MTN INC | 30,700 | $2M | 0.1% | TRIM −8% |
| 167 | XLKSELECT SECTOR SPDR TR | 11,651 | $2M | 0.1% | TRIM −37% |
| 168 | VTEBVANGUARD MUN BD FDS | 47,921 | $2M | 0.1% | TRIM −10% |
| 169 | Two Harbors Investment Corp Se | 102,600 | $2M | 0.1% | ADD 9% |
| 170 | BOXBOX INC | 83,238 | $2M | 0.1% | ADD 9% |
| 171 | DEDEERE & CO | 5,727 | $2M | 0.1% | ADD 95% |
| 172 | BDXBECTON DICKINSON & CO | 9,357 | $2M | 0.1% | NEW |
| 173 | EBAYEBAY INC. | 42,892 | $2M | 0.1% | ADD 7% |
| 174 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 30,389 | $2M | 0.1% | ADD 7% |
| 175 | PLTRPALANTIR TECHNOLOGIES INC | 96,463 | $2M | 0.1% | ADD 47% |
| 176 | BMYBRISTOL-MYERS SQUIBB CO | 40,472 | $2M | 0.1% | ADD 57% |
| 177 | VTRSVIATRIS INC | 183,116 | $2M | 0.1% | NEW |
| 178 | JOEST JOE CO | 37,478 | $2M | 0.1% | TRIM −6% |
| 179 | VVISA INC | 77,733 | $2M | 0.1% | TRIM −18% |
| 180 | IJRISHARES TR | 19,034 | $2M | 0.1% | TRIM −86% |
| 181 | CRWDCROWDSTRIKE HLDGS INC | 6,490 | $2M | 0.1% | TRIM −13% |
| 182 | ENPHENPHASE ENERGY INC | 17,035 | $2M | 0.1% | HOLD |
| 183 | CROXCROCS INC | 14,198 | $2M | 0.1% | TRIM −24% |
| 184 | PGPROCTER AND GAMBLE CO | 12,329 | $2M | 0.1% | TRIM −74% |
| 185 | AGCOAGCO CORP | 16,159 | $2M | 0.1% | ADD 9% |
| 186 | IWMISHARES TR | 9,444 | $2M | 0.1% | TRIM −24% |
| 187 | PFEPFIZER INC | 71,258 | $2M | 0.1% | TRIM −29% |
| 188 | NSRGYNESTLE S A SPONSORED ADR | 18,468 | $2M | 0.1% | NEW |
| 189 | QQQMINVESCO EXCH TRADED FD TR II | 10,707 | $2M | 0.1% | TRIM −4% |
| 190 | SYLDCAMBRIA ETF TR | 26,236 | $2M | 0.1% | NEW |
| 191 | XEMDBONDBLOXX ETF TRUST | 46,486 | $2M | 0.1% | HOLD |
| 192 | QUSSPDR SERIES TRUST | 13,070 | $2M | 0.1% | TRIM −4% |
| 193 | DKNGDRAFTKINGS INC NEW | 41,438 | $2M | 0.1% | NEW |
| 194 | BBYBest Buy Company, Inc. | 22,891 | $2M | 0.1% | TRIM −11% |
| 195 | FFORD MTR CO | 139,667 | $2M | 0.1% | HOLD |
| 196 | MSMORGAN STANLEY | 19,695 | $2M | 0.1% | TRIM −32% |
| 197 | PYPLPAYPAL HLDGS INC | 340,502 | $2M | 0.0% | TRIM −20% |
| 198 | IJHISHARES TR | 29,871 | $2M | 0.0% | TRIM −66% |
| 199 | COWZPACER FDS TR | 30,836 | $2M | 0.0% | TRIM −16% |
| 200 | IWFISHARES TR | 5,253 | $2M | 0.0% | TRIM −43% |
Where this firm's principals came from and which firms its alumni went on to found.