CIK 1909654
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 | 20.67% | 163 |
| Semiconductors & Semiconductor Equipment | 18.42% | 18 |
| Software | 13.60% | 15 |
| Software & IT Services | 11.07% | 9 |
| Technology Hardware & Equipment | 6.12% | 11 |
| Electrical Equipment & Components | 5.42% | 2 |
| Capital Markets | 4.76% | 8 |
| Construction & Engineering | 4.21% | 6 |
| Specialty Retail | 3.99% | 9 |
| Machinery | 2.88% | 10 |
| Commercial Services & Supplies | 2.11% | 11 |
| Chemicals | 1.61% | 7 |
| Banks | 1.29% | 9 |
| Construction Materials | 1.08% | 1 |
| Oil, Gas & Consumable Fuels | 0.73% | 14 |
| Pharmaceuticals & Biotechnology | 0.55% | 19 |
| Metals & Mining | 0.24% | 5 |
| Airlines | 0.20% | 2 |
| Utilities | 0.19% | 11 |
| Equity Real Estate Investment Trusts (REITs) | 0.16% | 8 |
| Automobiles & Components | 0.11% | 2 |
| Diversified Telecommunication Services | 0.10% | 4 |
| Communications Equipment | 0.08% | 2 |
| Food & Staples Retailing | 0.07% | 1 |
| Beverages | 0.07% | 5 |
| Media & Entertainment | 0.05% | 2 |
| Insurance | 0.05% | 11 |
| Health Care Equipment & Supplies | 0.03% | 9 |
| Food Products | 0.03% | 3 |
| Road & Rail | 0.02% | 5 |
| Hotels, Restaurants & Leisure | 0.02% | 4 |
| Distributors | 0.02% | 2 |
| Aerospace & Defense | 0.01% | 5 |
| Health Care Providers & Services | 0.01% | 3 |
| Marine | 0.00% | 1 |
| Transportation Infrastructure | 0.00% | 1 |
| Paper & Forest Products | 0.00% | 2 |
| Tobacco | 0.00% | 1 |
| Coal & Consumable Fuels | 0.00% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| Entertainment | 0.00% | 1 |
| Household Durables | 0.00% | 1 |
| Textiles, Apparel & Luxury Goods | 0.00% | 2 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | Information Technology | 11.38% |
| 2 | MSFT | MICROSOFT CORP | Information Technology | 7.76% |
| 3 | AVGO | Broadcom Inc. | Information Technology | 6.39% |
| 4 | GOOGL | Alphabet Inc. | Communication Services | 6.34% |
| 5 | AAPL | Apple Inc. | Information Technology | 5.14% |
| 6 | META | Meta Platforms, Inc. | Communication Services | 4.54% |
| 7 | PLTR | Palantir Technologies Inc. | Information Technology | 4.16% |
| 8 | AMZN | AMAZON COM INC | Consumer Discretionary | 3.50% |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | Unclassified | 3.29% |
| 10 | FIX | COMFORT SYSTEMS USA INC | Industrials | 3.22% |
245/407 names classified · sector 79.5% of weight · industry 79.3% · mkt cap 78.6%; 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: 79.5% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 78.3% of book weight (190/407 names) · unclassified 21.7%: VONG, IGIB, JEPI, IMTM, XMMO, NEAR, VGK, XSMO, XMHQ, FSMD +207 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 | NVDANVIDIA CORPORATION | 140,987 | $26M | 11.4% | TRIM −5% |
| 2 | MSFTMICROSOFT CORP | 37,051 | $18M | 7.8% | ADD 4% |
| 3 | AVGOBROADCOM INC | 42,673 | $15M | 6.4% | HOLD |
| 4 | GOOGLALPHABET INC | 46,822 | $15M | 6.3% | TRIM −8% |
| 5 | AAPLAPPLE INC | 43,659 | $12M | 5.1% | ADD 13% |
| 6 | METAMETA PLATFORMS INC | 15,889 | $10M | 4.5% | ADD 12% |
| 7 | PLTRPALANTIR TECHNOLOGIES INC | 54,002 | $10M | 4.2% | TRIM −3% |
| 8 | AMZNAMAZON COM INC | 35,059 | $8M | 3.5% | ADD 6% |
| 9 | VONGVANGUARD SCOTTSDALE FDS | 62,340 | $8M | 3.3% | ADD 125% |
| 10 | FIXCOMFORT SYS USA INC | 7,970 | $7M | 3.2% | ADD 9% |
| 11 | GEGE AEROSPACE | 22,379 | $7M | 3.0% | HOLD |
| 12 | IGIBISHARES TR | 125,464 | $7M | 2.9% | ADD 7% |
| 13 | CWCURTISS WRIGHT CORP | 11,515 | $6M | 2.7% | HOLD |
| 14 | IBKRINTERACTIVE BROKERS GROUP IN | 90,105 | $6M | 2.5% | HOLD |
| 15 | GEVGE VERNOVA INC | 8,614 | $6M | 2.4% | HOLD |
| 16 | MSMORGAN STANLEY | 28,510 | $5M | 2.2% | TRIM −3% |
| 17 | JEPIJPMorgan Equity Premium Income ETF | 85,515 | $5M | 2.1% | NEW |
| 18 | MAMASTERCARD INCORPORATED | 7,870 | $4M | 1.9% | ADD 69% |
| 19 | IMTMISHARES TR | 88,384 | $4M | 1.8% | HOLD |
| 20 | AWIARMSTRONG WORLD INDS INC NEW | 19,296 | $4M | 1.6% | HOLD |
| 21 | ORCLORACLE CORP | 14,497 | $3M | 1.2% | ADD 15% |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 18,648 | $3M | 1.1% | TRIM −3% |
| 23 | NEARISHARES U S ETF TR | 50,254 | $3M | 1.1% | ADD 803% |
| 24 | LEUCENTRUS ENERGY CORP | 10,256 | $2M | 1.1% | ADD 6% |
| 25 | VGKVANGUARD INTL EQUITY INDEX F | 29,659 | $2M | 1.1% | TRIM −2% |
| 26 | XSMOINVESCO EXCHANGE TRADED FD T | 32,135 | $2M | 1.0% | TRIM −2% |
| 27 | DYDYCOM INDS INC | 6,701 | $2M | 1.0% | NEW |
| 28 | JPMJPMORGAN CHASE & CO | 6,934 | $2M | 1.0% | ADD 15% |
| 29 | PANWPALO ALTO NETWORKS INC | 11,251 | $2M | 0.9% | ADD 3% |
| 30 | XMHQINVESCO EXCHANGE TRADED FD T | 16,203 | $2M | 0.7% | TRIM −2% |
| 31 | FSMDFidelity Small-Mid Multifactor - ETF | 37,536 | $2M | 0.7% | HOLD |
| 32 | VOOVANGUARD INDEX FDS | 1,765 | $1M | 0.5% | TRIM −4% |
| 33 | IAUISHARES GOLD TR | 10,502 | $852,447 | 0.4% | ADD 7% |
| 34 | VEUVANGUARD INTL EQUITY INDEX F | 10,633 | $782,198 | 0.3% | NEW |
| 35 | IWFISHARES TR | 1,470 | $695,751 | 0.3% | TRIM −6% |
| 36 | QQQINVESCO QQQ TR | 1,123 | $689,989 | 0.3% | TRIM −12% |
| 37 | SGOVISHARES TR | 6,220 | $624,393 | 0.3% | TRIM −55% |
| 38 | VRTVERTIV HOLDINGS CO | 3,732 | $604,658 | 0.3% | ADD 7% |
| 39 | COSTCOSTCO WHSL CORP NEW | 648 | $559,065 | 0.2% | TRIM −43% |
| 40 | CVXCHEVRON CORP NEW | 3,405 | $518,960 | 0.2% | ADD 24% |
| 41 | MTUMISHARES TR | 1,954 | $489,164 | 0.2% | HOLD |
| 42 | BRK.BBERKSHIRE HATHAWAY INC DEL | 945 | $475,004 | 0.2% | HOLD |
| 43 | DALDELTA AIR LINES INC | 6,506 | $451,537 | 0.2% | TRIM −9% |
| 44 | BACBANK AMERICA CORP | 7,753 | $426,440 | 0.2% | TRIM −13% |
| 45 | JPHYJ P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL | 7,984 | $403,925 | 0.2% | NEW |
| 46 | AMDADVANCED MICRO DEVICES INC | 1,861 | $398,552 | 0.2% | HOLD |
| 47 | NVDLGRANITESHARES ETF TR | 4,505 | $396,485 | 0.2% | ADD 138% |
| 48 | GOOGALPHABET INC | 1,226 | $384,756 | 0.2% | TRIM −3% |
| 49 | IVVISHARES TR | 542 | $371,566 | 0.2% | TRIM −6% |
| 50 | VGTVANGUARD WORLD FD | 479 | $360,869 | 0.2% | TRIM −2% |
| 51 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,107 | $336,447 | 0.1% | TRIM −11% |
| 52 | INTUINTUIT | 494 | $327,538 | 0.1% | TRIM −4% |
| 53 | AGGISHARES TR | 3,065 | $306,132 | 0.1% | ADD 164% |
| 54 | WMTWALMART INC | 2,537 | $282,678 | 0.1% | ADD 2% |
| 55 | VVISA INC | 800 | $280,737 | 0.1% | TRIM −95% |
| 56 | PAVEGLOBAL X FDS | 5,744 | $274,515 | 0.1% | ADD 255% |
| 57 | TSLATESLA INC | 563 | $253,192 | 0.1% | ADD 90% |
| 58 | RIORIO TINTO PLC | 2,794 | $223,607 | 0.1% | ADD 84% |
| 59 | XLVSELECT SECTOR SPDR TR | 1,415 | $218,969 | 0.1% | NEW |
| 60 | BNDVANGUARD BD INDEX FDS | 2,784 | $206,211 | 0.1% | ADD 45% |
| 61 | AMGNAMGEN INC | 629 | $205,973 | 0.1% | ADD 49% |
| 62 | WFCWELLS FARGO CO NEW | 2,157 | $200,998 | 0.1% | TRIM −13% |
| 63 | EAELECTRONIC ARTS INC | 931 | $190,231 | 0.1% | HOLD |
| 64 | ADBEADOBE INC | 540 | $188,995 | 0.1% | HOLD |
| 65 | FNFABRINET | 414 | $188,486 | 0.1% | NEW |
| 66 | ABBVABBVIE INC | 796 | $181,907 | 0.1% | ADD 111% |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 3,285 | $177,199 | 0.1% | ADD 7200% |
| 68 | VALEVALE S A | 12,937 | $168,569 | 0.1% | NEW |
| 69 | GSKGSK PLC | 3,416 | $167,521 | 0.1% | ADD 131% |
| 70 | CNQCANADIAN NAT RES LTD | 4,935 | $167,050 | 0.1% | ADD 165% |
| 71 | BHPBHP BILLITON LIMITED | 2,736 | $165,172 | 0.1% | ADD 151% |
| 72 | TTETotalEnergies SE | 2,511 | $164,270 | 0.1% | NEW |
| 73 | EQNREQUINOR ASA | 6,950 | $164,230 | 0.1% | ADD 195% |
| 74 | PFEPFIZER INC | 6,544 | $162,938 | 0.1% | ADD 148% |
| 75 | JNJJOHNSON & JOHNSON | 784 | $162,309 | 0.1% | ADD 135% |
| 76 | CVSCVS HEALTH CORP | 2,037 | $161,627 | 0.1% | ADD 149% |
| 77 | XOMEXXON MOBIL CORP | 1,342 | $161,487 | 0.1% | TRIM −12% |
| 78 | ENBENBRIDGE INC | 3,367 | $161,067 | 0.1% | ADD 170% |
| 79 | SPGSIMON PPTY GROUP INC NEW | 868 | $160,747 | 0.1% | ADD 170% |
| 80 | VZVERIZON COMMUNICATIONS INC | 3,927 | $159,958 | 0.1% | ADD 187% |
| 81 | PBRPETROLEO BRASILEIRO S A | 13,246 | $156,965 | 0.1% | ADD 185% |
| 82 | OREALTY INCOME CORP | 2,739 | $154,418 | 0.1% | ADD 174% |
| 83 | CATCATERPILLAR INC | 269 | $154,174 | 0.1% | TRIM −9% |
| 84 | DFACDIMENSIONAL ETF TRUST | 3,893 | $154,125 | 0.1% | TRIM −25% |
| 85 | PEPPEPSICO INC | 1,068 | $153,279 | 0.1% | ADD 162% |
| 86 | MINTPIMCO ETF TR | 1,521 | $152,574 | 0.1% | TRIM −15% |
| 87 | VBKVANGUARD INDEX FDS | 491 | $148,316 | 0.1% | HOLD |
| 88 | VOVANGUARD INDEX FDS | 482 | $139,844 | 0.1% | TRIM −4% |
| 89 | CRMSALESFORCE INC | 514 | $136,180 | 0.1% | ADD 51300% |
| 90 | AXIACENTRAIS ELET BRAS SA | 14,317 | $131,140 | 0.1% | ADD 108% |
| 91 | MUBISHARES TR | 1,109 | $118,785 | 0.1% | HOLD |
| 92 | LLYELI LILLY & CO | 109 | $116,700 | 0.1% | TRIM −5% |
| 93 | VUGVANGUARD INDEX FDS | 239 | $116,599 | 0.1% | HOLD |
| 94 | NFLXNETFLIX INC | 1,218 | $114,200 | 0.0% | TRIM −50% |
| 95 | SRESEMPRA | 1,275 | $112,570 | 0.0% | HOLD |
| 96 | SCHZSCHWAB STRATEGIC TR | 4,670 | $109,138 | 0.0% | HOLD |
| 97 | IUSBISHARES TR | 2,344 | $109,090 | 0.0% | HOLD |
| 98 | VTEBVANGUARD MUN BD FDS | 1,841 | $92,584 | 0.0% | HOLD |
| 99 | PZAINVESCO EXCH TRADED FD TR II | 3,983 | $92,366 | 0.0% | HOLD |
| 100 | CDNSCADENCE DESIGN SYSTEM INC | 282 | $88,148 | 0.0% | TRIM −96% |
| 101 | ORLYOREILLY AUTOMOTIVE INC | 960 | $87,562 | 0.0% | HOLD |
| 102 | SPYMSPDR SERIES TRUST | 1,061 | $85,133 | 0.0% | ADD 16% |
| 103 | HDHOME DEPOT INC | 232 | $79,767 | 0.0% | TRIM −56% |
| 104 | CMICUMMINS INC | 155 | $79,120 | 0.0% | HOLD |
| 105 | RVNUDBX ETF TR | 3,200 | $78,528 | 0.0% | HOLD |
| 106 | VYMVANGUARD WHITEHALL FDS | 538 | $77,214 | 0.0% | HOLD |
| 107 | GLDSPDR GOLD TR | 190 | $75,299 | 0.0% | ADD 39% |
| 108 | NETCLOUDFLARE INC | 378 | $74,523 | 0.0% | TRIM −6% |
| 109 | ZIONZIONS BANCORPORATION N A | 1,267 | $74,170 | 0.0% | HOLD |
| 110 | IWDISHARES TR | 344 | $72,357 | 0.0% | TRIM −14% |
| 111 | XLFSELECT SECTOR SPDR TR | 1,310 | $71,749 | 0.0% | TRIM −24% |
| 112 | DUKDUKE ENERGY CORP NEW | 604 | $70,759 | 0.0% | TRIM −22% |
| 113 | PSXPHILLIPS 66 | 539 | $69,494 | 0.0% | TRIM −13% |
| 114 | SLBSCHLUMBERGER LTD | 1,754 | $67,319 | 0.0% | HOLD |
| 115 | TMUST-MOBILE US INC | 330 | $67,003 | 0.0% | HOLD |
| 116 | XLCSELECT SECTOR SPDR TR | 569 | $66,991 | 0.0% | TRIM −77% |
| 117 | CSCOCISCO SYS INC | 867 | $66,777 | 0.0% | HOLD |
| 118 | APHAMPHENOL CORP | 454 | $61,354 | 0.0% | HOLD |
| 119 | SPGIS&P GLOBAL INC | 104 | $54,349 | 0.0% | HOLD |
| 120 | WTWWILLIS TOWERS WATSON PLC LTD | 155 | $51,014 | 0.0% | HOLD |
| 121 | HSYHERSHEY CO | 265 | $48,300 | 0.0% | TRIM −24% |
| 122 | TJXTJX COS INC NEW | 304 | $46,697 | 0.0% | HOLD |
| 123 | NDAQNASDAQ INC | 470 | $45,645 | 0.0% | TRIM −6% |
| 124 | FSKFS KKR CAP CORP | 2,990 | $44,279 | 0.0% | ADD 7% |
| 125 | IWYISHARES TR | 158 | $43,757 | 0.0% | TRIM −5% |
| 126 | ABTABBOTT LABS | 334 | $41,867 | 0.0% | HOLD |
| 127 | AEPAMERICAN ELEC PWR CO INC | 340 | $39,205 | 0.0% | HOLD |
| 128 | SPYSTATE STR SPDR S&P 500 ETF T | 57 | $38,844 | 0.0% | TRIM −32% |
| 129 | CORCENCORA INC | 115 | $38,841 | 0.0% | TRIM −3% |
| 130 | FCOMFIDELITY COVINGTON TRUST | 529 | $38,801 | 0.0% | HOLD |
| 131 | STOTSSGA ACTIVE TR | 801 | $37,871 | 0.0% | TRIM −6% |
| 132 | BPREBLUEROCK PVT REAL ESTATE FD | 2,513 | $37,695 | 0.0% | NEW |
| 133 | TOTLSSGA ACTIVE ETF TR | 920 | $37,030 | 0.0% | TRIM −6% |
| 134 | IJRISHARES TR | 308 | $37,015 | 0.0% | HOLD |
| 135 | NVSNOVARTIS AG | 267 | $36,811 | 0.0% | HOLD |
| 136 | ANETARISTA NETWORKS INC | 278 | $36,426 | 0.0% | TRIM −10% |
| 137 | ADPAUTOMATIC DATA PROCESSING IN | 138 | $35,498 | 0.0% | TRIM −15% |
| 138 | UNHUNITEDHEALTH GROUP INC | 107 | $35,472 | 0.0% | TRIM −12% |
| 139 | IJHISHARES TR | 533 | $35,191 | 0.0% | HOLD |
| 140 | VAWVANGUARD WORLD FD | 163 | $33,901 | 0.0% | TRIM −5% |
| 141 | GSGOLDMAN SACHS GROUP INC | 38 | $33,726 | 0.0% | TRIM −5% |
| 142 | ADIANALOG DEVICES INC | 123 | $33,358 | 0.0% | HOLD |
| 143 | AXIA.PCCENTRAIS ELET BRAS SA | 3,702 | $31,911 | 0.0% | NEW |
| 144 | TMOTHERMO FISHER SCIENTIFIC INC | 53 | $30,711 | 0.0% | HOLD |
| 145 | NEENEXTERA ENERGY INC | 372 | $29,904 | 0.0% | HOLD |
| 146 | ICEINTERCONTINENTAL EXCHANGE IN | 182 | $29,477 | 0.0% | HOLD |
| 147 | SPYGSPDR SERIES TRUST STATE STREET SPD | 274 | $29,236 | 0.0% | NEW |
| 148 | LOWLOWES COS INC | 120 | $29,039 | 0.0% | TRIM −2% |
| 149 | BLDRBUILDERS FIRSTSOURCE INC | 282 | $29,015 | 0.0% | HOLD |
| 150 | MUMICRON TECHNOLOGY INC | 101 | $28,826 | 0.0% | HOLD |
| 151 | PSLINVESCO EXCHANGE TRADED FD T | 281 | $28,250 | 0.0% | HOLD |
| 152 | NTNXNUTANIX INC | 539 | $27,861 | 0.0% | NEW |
| 153 | ROKROCKWELL AUTOMATION INC | 71 | $27,624 | 0.0% | HOLD |
| 154 | QQQMINVESCO EXCH TRADED FD TR II | 102 | $25,804 | 0.0% | TRIM −6% |
| 155 | FBTCFIDELITY WISE ORIGIN BITCOIN | 337 | $25,690 | 0.0% | TRIM −33% |
| 156 | BPBP PLC | 738 | $25,619 | 0.0% | TRIM −70% |
| 157 | XLUSELECT SECTOR SPDR TR | 599 | $25,592 | 0.0% | ADD 96% |
| 158 | CGGRCAPITAL GROUP GROWTH ETF | 570 | $25,358 | 0.0% | HOLD |
| 159 | SYKSTRYKER CORPORATION | 72 | $25,306 | 0.0% | HOLD |
| 160 | CGDVCAPITAL GROUP DIVIDEND VALUE | 569 | $24,831 | 0.0% | HOLD |
| 161 | SBUXSTARBUCKS CORP | 281 | $23,634 | 0.0% | TRIM −16% |
| 162 | VSTVISTRA CORP | 143 | $23,070 | 0.0% | HOLD |
| 163 | SPDWSPDR INDEX SHS FDS | 517 | $22,960 | 0.0% | NEW |
| 164 | ESABESAB CORPORATION | 199 | $22,232 | 0.0% | HOLD |
| 165 | COPCONOCOPHILLIPS | 237 | $22,220 | 0.0% | HOLD |
| 166 | CCICROWN CASTLE INC | 240 | $21,329 | 0.0% | HOLD |
| 167 | XLRESELECT SECTOR SPDR TR | 524 | $21,137 | 0.0% | HOLD |
| 168 | GWREGUIDEWIRE SOFTWARE INC | 104 | $20,905 | 0.0% | NEW |
| 169 | ITWILLINOIS TOOL WKS INC | 84 | $20,689 | 0.0% | HOLD |
| 170 | CCITIGROUP INC | 167 | $19,487 | 0.0% | TRIM −3% |
| 171 | MARMARRIOTT INTL INC NEW | 62 | $19,344 | 0.0% | TRIM −36% |
| 172 | VOOGVANGUARD ADMIRAL FDS INC | 42 | $18,673 | 0.0% | TRIM −19% |
| 173 | ACNACCENTURE PLC IRELAND | 69 | $18,513 | 0.0% | HOLD |
| 174 | FDXFEDEX CORP | 60 | $17,400 | 0.0% | HOLD |
| 175 | ECLECOLAB INC | 66 | $17,326 | 0.0% | HOLD |
| 176 | CDNACAREDX INC | 900 | $16,956 | 0.0% | HOLD |
| 177 | WELLWELLTOWER INC | 91 | $16,891 | 0.0% | HOLD |
| 178 | RMDRESMED INC | 70 | $16,861 | 0.0% | HOLD |
| 179 | SPYVSPDR SERIES TRUST | 292 | $16,589 | 0.0% | NEW |
| 180 | UNPUNION PAC CORP | 70 | $16,147 | 0.0% | HOLD |
| 181 | BXBLACKSTONE INC | 103 | $15,876 | 0.0% | HOLD |
| 182 | CPCANADIAN PACIFIC KANSAS CITY | 211 | $15,565 | 0.0% | HOLD |
| 183 | GEHCGE HEALTHCARE TECHNOLOGIES I | 186 | $15,256 | 0.0% | HOLD |
| 184 | IBMINTERNATIONAL BUSINESS MACHS | 49 | $14,514 | 0.0% | TRIM −2% |
| 185 | WTRGESSENTIAL UTILS INC | 355 | $13,636 | 0.0% | HOLD |
| 186 | BRBROADRIDGE FINL SOLUTIONS IN | 61 | $13,522 | 0.0% | TRIM −92% |
| 187 | SNDKSANDISK CORP | 55 | $13,056 | 0.0% | NEW |
| 188 | PFFDGLOBAL X FDS | 687 | $12,999 | 0.0% | TRIM −22% |
| 189 | USMVISHARES TR | 137 | $12,900 | 0.0% | HOLD |
| 190 | RTXRTX CORPORATION | 66 | $12,104 | 0.0% | HOLD |
| 191 | WMBWILLIAMS COS INC | 194 | $11,678 | 0.0% | HOLD |
| 192 | VBVANGUARD INDEX FDS | 44 | $11,350 | 0.0% | HOLD |
| 193 | CNICANADIAN NATL RY CO | 114 | $11,269 | 0.0% | HOLD |
| 194 | KMIKINDER MORGAN INC DEL | 403 | $11,078 | 0.0% | TRIM −84% |
| 195 | GOVTISHARES TR | 479 | $11,029 | 0.0% | NEW |
| 196 | AVUVAMERICAN CENTY ETF TR | 107 | $10,935 | 0.0% | TRIM −27% |
| 197 | SPSMSPDR SERIES TRUST | 233 | $10,918 | 0.0% | ADD 513% |
| 198 | FNDASCHWAB STRATEGIC TR | 336 | $10,594 | 0.0% | TRIM −39% |
| 199 | VEAVANGUARD TAX-MANAGED FDS | 169 | $10,550 | 0.0% | TRIM −28% |
| 200 | XLYSELECT SECTOR SPDR TR | 87 | $10,389 | 0.0% | TRIM −91% |
Where this firm's principals came from and which firms its alumni went on to found.