CIK 2041436
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 | 87.08% | 126 |
| Life Sciences Tools & Services | 6.17% | 10 |
| Pharmaceuticals & Biotechnology | 0.76% | 46 |
| Technology Hardware & Equipment | 0.71% | 36 |
| Software | 0.62% | 52 |
| Software & IT Services | 0.58% | 29 |
| Utilities | 0.50% | 46 |
| Semiconductors & Semiconductor Equipment | 0.48% | 32 |
| Specialty Retail | 0.46% | 31 |
| Banks | 0.37% | 58 |
| Capital Markets | 0.20% | 34 |
| Food Products | 0.18% | 14 |
| Distributors | 0.17% | 18 |
| Oil, Gas & Consumable Fuels | 0.16% | 31 |
| Commercial Services & Supplies | 0.16% | 44 |
| Machinery | 0.14% | 41 |
| Chemicals | 0.14% | 32 |
| Equity Real Estate Investment Trusts (REITs) | 0.13% | 47 |
| Health Care Equipment & Supplies | 0.11% | 22 |
| Leisure Products | 0.11% | 3 |
| Diversified Telecommunication Services | 0.11% | 6 |
| Automobiles & Components | 0.09% | 9 |
| Tobacco | 0.08% | 3 |
| Metals & Mining | 0.07% | 18 |
| Insurance | 0.07% | 47 |
| Health Care Providers & Services | 0.07% | 11 |
| Hotels, Restaurants & Leisure | 0.06% | 18 |
| Aerospace & Defense | 0.05% | 20 |
| Media & Entertainment | 0.03% | 14 |
| Electrical Equipment & Components | 0.03% | 8 |
| Beverages | 0.03% | 10 |
| Road & Rail | 0.01% | 8 |
| Communications Equipment | 0.01% | 7 |
| Construction & Engineering | 0.01% | 12 |
| Entertainment | 0.01% | 6 |
| Airlines | 0.01% | 7 |
| Household Durables | 0.01% | 3 |
| Transportation Infrastructure | 0.01% | 6 |
| Marine | 0.01% | 4 |
| Food & Staples Retailing | 0.01% | 4 |
| Textiles, Apparel & Luxury Goods | 0.01% | 7 |
| Agricultural Products | 0.00% | 1 |
| Paper & Forest Products | 0.00% | 9 |
| Professional Services | 0.00% | 8 |
| Construction Materials | 0.00% | 5 |
| Industrial Conglomerates | 0.00% | 1 |
| Real Estate Management & Development | 0.00% | 3 |
| Media & Publishing | 0.00% | 4 |
| Diversified Consumer Services | 0.00% | 4 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | Unclassified | 10.11% |
| 2 | QQQ | INVESCO QQQ TR | Unclassified | 7.49% |
| 3 | EYPT | EyePoint, Inc. | Health Care | 6.06% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 6.02% |
| 5 | BKLC | BNY MELLON ETF TRUST | Unclassified | 5.69% |
| 6 | SPTM | SPDR SERIES TRUST | Unclassified | 4.10% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 3.73% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | Unclassified | 3.35% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | Unclassified | 3.32% |
| 10 | IAU | ISHARES GOLD TR | Unclassified | 2.78% |
894/1015 names classified · sector 13.0% of weight · industry 12.9% · mkt cap 12.8%; 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: 13.0% of the book is sector-classified (unclassified names shown, never dropped).
Only 6% of book weight classified — the grid is NOT representative of the whole book.
Classified: 6.1% of book weight (730/1009 names) · unclassified 93.9%: QQQM, QQQ, EYPT, VEA, BKLC, SPTM, VWO, VCIT, VEU, IAU +269 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 | QQQMINVESCO EXCH TRADED FD TR II | 954,798 | $16M | 10.1% | ADD 1616% |
| 2 | QQQINVESCO QQQ TR | 19,505 | $12M | 7.5% | ADD 7% |
| 3 | EYPTEYEPOINT INC | 530,725 | $10M | 6.1% | HOLD |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 154,009 | $10M | 6.0% | ADD 53% |
| 5 | BKLCBNY MELLON ETF TRUST | 69,497 | $9M | 5.7% | ADD 70% |
| 6 | SPTMSPDR SERIES TRUST | 79,461 | $7M | 4.1% | TRIM −14% |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 110,838 | $6M | 3.7% | ADD 15% |
| 8 | VCITVANGUARD SCOTTSDALE FDS | 63,938 | $5M | 3.3% | ADD 74% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 72,152 | $5M | 3.3% | TRIM −11% |
| 10 | IAUISHARES GOLD TR | 54,670 | $4M | 2.8% | ADD 14% |
| 11 | SCYBSCHWAB STRATEGIC TR | 165,725 | $4M | 2.7% | ADD 40% |
| 12 | DBMFLITMAN GREGORY FDS TR | 148,138 | $4M | 2.6% | ADD 15% |
| 13 | SCHKSCHWAB STRATEGIC TR | 108,220 | $4M | 2.2% | NEW |
| 14 | EMXCISHARES INC | 46,870 | $3M | 2.1% | TRIM −17% |
| 15 | SJTSAN JUAN BASIN RTY TR | 531,022 | $3M | 1.9% | TRIM −8% |
| 16 | GOAUETF SER SOLUTIONS | 68,792 | $3M | 1.8% | HOLD |
| 17 | SCHQSCHWAB STRATEGIC TR | 88,663 | $3M | 1.8% | ADD 76% |
| 18 | SLVISHARES SILVER TR | 43,199 | $3M | 1.7% | TRIM −18% |
| 19 | EMBISHARES TR | 27,811 | $3M | 1.7% | ADD 56% |
| 20 | PDBCINVESCO ACTVELY MNGD ETC FD | 176,839 | $2M | 1.5% | ADD 413% |
| 21 | SHVISHARES TR | 20,092 | $2M | 1.4% | TRIM −9% |
| 22 | CTASIMPLIFY EXCHANGE TRADED FUN | 70,899 | $2M | 1.2% | ADD 256% |
| 23 | TIPISHARES TR | 16,526 | $2M | 1.1% | ADD 117% |
| 24 | XLESELECT SECTOR SPDR TR | 36,153 | $2M | 1.0% | ADD 6632% |
| 25 | PICKISHARES INC | 31,443 | $2M | 1.0% | ADD 107% |
| 26 | IBITISHARES BITCOIN TRUST ETF | 30,614 | $2M | 1.0% | ADD 17% |
| 27 | SCHDSCHWAB STRATEGIC TR | 44,402 | $1M | 0.8% | TRIM −49% |
| 28 | FLJPFRANKLIN TEMPLETON ETF TR | 34,539 | $1M | 0.7% | ADD 50% |
| 29 | VBRVANGUARD INDEX FDS | 4,961 | $1M | 0.7% | TRIM −24% |
| 30 | FNDFSCHWAB STRATEGIC TR | 22,142 | $1M | 0.6% | TRIM −23% |
| 31 | SCHASCHWAB STRATEGIC TR | 31,959 | $910,190 | 0.6% | ADD 100% |
| 32 | TBILRBB FD INC | 16,727 | $834,333 | 0.5% | ADD 40% |
| 33 | BSVVANGUARD BD INDEX FDS | 10,292 | $811,095 | 0.5% | ADD 13% |
| 34 | VGKVANGUARD INTL EQUITY INDEX F | 9,366 | $783,051 | 0.5% | TRIM −16% |
| 35 | AAPLAPPLE INC | 2,823 | $767,562 | 0.5% | HOLD |
| 36 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 12,547 | $736,873 | 0.5% | HOLD |
| 37 | MSFTMICROSOFT CORP | 1,501 | $725,915 | 0.5% | ADD 19% |
| 38 | SIVRABRDN SILVER ETF TRUST | 10,577 | $715,428 | 0.4% | TRIM −7% |
| 39 | USRTISHARES TR | 11,809 | $672,646 | 0.4% | ADD 89% |
| 40 | FNDXSCHWAB STRATEGIC TR | 24,516 | $667,068 | 0.4% | TRIM −22% |
| 41 | MLPAGLOBAL X FDS | 12,897 | $624,344 | 0.4% | TRIM −22% |
| 42 | TOTLSSGA ACTIVE ETF TR | 14,882 | $599,001 | 0.4% | ADD 59% |
| 43 | SHYISHARES TR | 7,138 | $591,168 | 0.4% | TRIM −62% |
| 44 | DBNDDOUBLELINE ETF TRUST | 10,926 | $506,569 | 0.3% | ADD 5% |
| 45 | GDXVANECK ETF TRUST GOLD MINERS ETF | 5,588 | $479,324 | 0.3% | HOLD |
| 46 | PRFINVESCO EXCHANGE TRADED FD T | 9,931 | $465,963 | 0.3% | TRIM −3% |
| 47 | VTIVANGUARD INDEX FDS | 1,386 | $464,684 | 0.3% | HOLD |
| 48 | VPLSVANGUARD MALVERN FDS | 5,581 | $435,952 | 0.3% | ADD 2% |
| 49 | INFLLISTED FDS TR | 9,655 | $429,257 | 0.3% | ADD 5% |
| 50 | AGGISHARES TR | 4,048 | $404,361 | 0.3% | ADD 103% |
| 51 | VYMVANGUARD WHITEHALL FDS | 2,813 | $403,679 | 0.3% | ADD 8% |
| 52 | FDMT4D MOLECULAR THERAPEUTICS IN | 53,668 | $402,510 | 0.3% | NEW |
| 53 | NVDANVIDIA CORPORATION | 1,959 | $365,355 | 0.2% | ADD 55% |
| 54 | ITOTISHARES TR | 2,442 | $363,101 | 0.2% | HOLD |
| 55 | TMBTHORNBURG ETF TR | 13,496 | $345,230 | 0.2% | HOLD |
| 56 | GLDSPDR GOLD TR | 831 | $329,334 | 0.2% | TRIM −3% |
| 57 | INCMFRANKLIN TEMPLETON ETF TR | 11,603 | $325,337 | 0.2% | ADD 54% |
| 58 | SCHZSCHWAB STRATEGIC TR | 13,646 | $318,907 | 0.2% | ADD 47% |
| 59 | SGOLETFS GOLD TR | 7,695 | $316,111 | 0.2% | TRIM −11% |
| 60 | PNWPINNACLE WEST CAP CORP | 3,516 | $311,909 | 0.2% | HOLD |
| 61 | GOOGLALPHABET INC | 985 | $308,305 | 0.2% | ADD 5% |
| 62 | KMIKINDER MORGAN INC DEL | 11,011 | $302,700 | 0.2% | TRIM −48% |
| 63 | VTIPVANGUARD MALVERN FDS | 6,098 | $301,631 | 0.2% | ADD 8% |
| 64 | JPMJPMORGAN CHASE & CO | 897 | $289,031 | 0.2% | ADD 2% |
| 65 | ONEQFIDELITY COMWLTH TR | 2,921 | $266,979 | 0.2% | TRIM −25% |
| 66 | CGDVCAPITAL GROUP DIVIDEND VALUE | 6,091 | $265,804 | 0.2% | ADD 54% |
| 67 | MGNRAMERICAN BEACON SELECT FUNDS | 5,971 | $263,303 | 0.2% | HOLD |
| 68 | VIOOVANGUARD ADMIRAL FDS INC | 2,264 | $251,225 | 0.2% | TRIM −4% |
| 69 | PHYSSprott Physical Gold Trust | 7,390 | $244,018 | 0.2% | TRIM −20% |
| 70 | SPYSTATE STR SPDR S&P 500 ETF T | 350 | $238,672 | 0.1% | ADD 4% |
| 71 | VKTXVIKING THERAPEUTICS INC | 6,478 | $227,896 | 0.1% | HOLD |
| 72 | SCHXSCHWAB U.S. LARGE-CAP ETF | 7,575 | $203,843 | 0.1% | ADD 7% |
| 73 | SCHWSCHWAB CHARLES CORP | 2,005 | $200,344 | 0.1% | TRIM −50% |
| 74 | PSLVSPROTT ASSET MANAGEMENT LP | 8,440 | $199,606 | 0.1% | TRIM −38% |
| 75 | AMZNAMAZON COM INC | 817 | $188,580 | 0.1% | ADD 10% |
| 76 | QLTYGMO ETF TRUST | 4,627 | $177,956 | 0.1% | TRIM −8% |
| 77 | AMCRAMCOR PLC ORD | 21,180 | $176,641 | 0.1% | TRIM −43% |
| 78 | VGMSVANGUARD MALVERN FDS | 3,385 | $174,598 | 0.1% | TRIM −4% |
| 79 | METAMETA PLATFORMS INC | 264 | $174,264 | 0.1% | ADD 144% |
| 80 | WMTWALMART INC | 1,504 | $167,561 | 0.1% | ADD 2% |
| 81 | VGTVANGUARD WORLD FD | 214 | $161,309 | 0.1% | ADD 3% |
| 82 | VZVERIZON COMMUNICATIONS INC | 3,815 | $155,394 | 0.1% | ADD 190% |
| 83 | INCYINCYTE CORP | 1,517 | $149,834 | 0.1% | TRIM −50% |
| 84 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 1,778 | $147,570 | 0.1% | HOLD |
| 85 | MCKMCKESSON CORP | 176 | $144,371 | 0.1% | ADD 155% |
| 86 | ESSEssex Property Trust | 535 | $139,870 | 0.1% | HOLD |
| 87 | BRK.BBERKSHIRE HATHAWAY INC DEL | 276 | $138,731 | 0.1% | ADD 5% |
| 88 | CPBTHE CAMPBELLS COMPANY | 4,974 | $138,621 | 0.1% | TRIM −9% |
| 89 | CLXCLOROX CO DEL | 1,333 | $134,442 | 0.1% | ADD 177% |
| 90 | CAGCONAGRA BRANDS INC | 7,693 | $133,167 | 0.1% | ADD 3% |
| 91 | MDTMEDTRONIC PLC | 1,370 | $131,617 | 0.1% | HOLD |
| 92 | TSLATESLA INC | 273 | $122,774 | 0.1% | ADD 8% |
| 93 | LRCXLAM RESEARCH CORP | 685 | $117,258 | 0.1% | ADD 865% |
| 94 | TPYPTORTOISE CAPITAL SERIES TRUS | 3,251 | $114,753 | 0.1% | HOLD |
| 95 | PMPHILIP MORRIS INTL INC | 687 | $110,195 | 0.1% | ADD 129% |
| 96 | APHAMPHENOL CORP | 806 | $108,923 | 0.1% | ADD 767% |
| 97 | NEENEXTERA ENERGY INC | 1,315 | $105,568 | 0.1% | HOLD |
| 98 | XOMEXXON MOBIL CORP | 868 | $104,503 | 0.1% | ADD 4% |
| 99 | ANETARISTA NETWORKS INC | 797 | $104,431 | 0.1% | ADD 1527% |
| 100 | AMGNAMGEN INC | 314 | $102,667 | 0.1% | TRIM −45% |
| 101 | KLACKLA CORP | 84 | $102,067 | 0.1% | ADD 2000% |
| 102 | SDCIUSCF ETF TR | 4,560 | $100,457 | 0.1% | ADD 87% |
| 103 | HCAHCA HEALTHCARE INC | 210 | $98,041 | 0.1% | ADD 2900% |
| 104 | CDNSCADENCE DESIGN SYSTEM INC | 313 | $97,838 | 0.1% | ADD 168% |
| 105 | MRKMERCK & CO INC | 928 | $97,641 | 0.1% | ADD 5% |
| 106 | UTESETFIS SER TR I | 1,225 | $96,740 | 0.1% | TRIM −3% |
| 107 | CORCENCORA INC | 285 | $96,259 | 0.1% | ADD 3463% |
| 108 | FASTFASTENAL CO | 2,396 | $96,151 | 0.1% | ADD 186% |
| 109 | VTESVANGUARD WELLINGTON FD | 941 | $95,582 | 0.1% | HOLD |
| 110 | IDXXIDEXX LABS INC | 141 | $95,391 | 0.1% | ADD 135% |
| 111 | LDOSLEIDOS HOLDINGS INC | 526 | $94,890 | 0.1% | ADD 10420% |
| 112 | MPWRMONOLITHIC PWR SYS INC | 102 | $92,449 | 0.1% | ADD 3300% |
| 113 | VRSNVERISIGN INC | 380 | $92,321 | 0.1% | ADD 181% |
| 114 | ALLEALLEGION PLC | 574 | $91,392 | 0.1% | ADD 19033% |
| 115 | AVGOBROADCOM INC | 264 | $91,390 | 0.1% | ADD 14% |
| 116 | FETHFIDELITY ETHEREUM FD | 3,073 | $90,992 | 0.1% | TRIM −34% |
| 117 | TSCOTRACTOR SUPPLY CO | 1,754 | $87,718 | 0.1% | ADD 154% |
| 118 | AZOAUTOZONE INC | 23 | $78,005 | 0.0% | NEW |
| 119 | GOOGALPHABET INC | 235 | $73,743 | 0.0% | ADD 12% |
| 120 | MCDMCDONALDS CORP | 240 | $73,351 | 0.0% | ADD 3% |
| 121 | SCHPSCHWAB STRATEGIC TR | 2,435 | $64,504 | 0.0% | ADD 259% |
| 122 | COMTISHARES U S ETF TR | 2,396 | $59,647 | 0.0% | ADD 510% |
| 123 | VVVANGUARD INDEX FDS | 166 | $52,257 | 0.0% | HOLD |
| 124 | SEPZTRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | 1,223 | $51,684 | 0.0% | HOLD |
| 125 | DFEVDIMENSIONAL ETF TRUST | 1,500 | $50,610 | 0.0% | ADD 13% |
| 126 | FFLCFIDELITY COVINGTON TRUST | 930 | $49,625 | 0.0% | TRIM −10% |
| 127 | JNJJOHNSON & JOHNSON | 236 | $48,840 | 0.0% | ADD 8% |
| 128 | FTVFORTIVE CORP | 879 | $48,532 | 0.0% | TRIM −49% |
| 129 | LLYELI LILLY & CO | 44 | $47,286 | 0.0% | ADD 13% |
| 130 | SCHISCHWAB STRATEGIC TR | 1,923 | $44,174 | 0.0% | ADD 1254% |
| 131 | KGCKINROSS GOLD CORP | 1,500 | $42,240 | 0.0% | HOLD |
| 132 | CEFSPROTT ASSET MANAGEMENT LP | 900 | $41,220 | 0.0% | TRIM −4% |
| 133 | FBTCFIDELITY WISE ORIGIN BITCOIN | 518 | $39,487 | 0.0% | ADD 318% |
| 134 | JNKSPDR SER TR | 400 | $38,884 | 0.0% | NEW |
| 135 | GUNRFLEXSHARES TR | 747 | $34,250 | 0.0% | TRIM −56% |
| 136 | VVISA INC | 97 | $34,019 | 0.0% | TRIM −49% |
| 137 | BIIBBIOGEN INC | 185 | $32,558 | 0.0% | HOLD |
| 138 | LOWLOWES COS INC | 133 | $32,074 | 0.0% | HOLD |
| 139 | FENYFIDELITY COVINGTON TRUST | 1,255 | $31,087 | 0.0% | ADD 2961% |
| 140 | DBLDOUBLELINE OPPORTUNISTIC CR | 2,003 | $30,546 | 0.0% | HOLD |
| 141 | OVVOVINTIV INC | 743 | $29,118 | 0.0% | ADD 3% |
| 142 | MAMASTERCARD INCORPORATED | 51 | $29,115 | 0.0% | TRIM −54% |
| 143 | HONHONEYWELL INTL INC | 147 | $28,678 | 0.0% | ADD 3% |
| 144 | NKENIKE INC | 406 | $25,866 | 0.0% | HOLD |
| 145 | NAKNORTHERN DYNASTY MINERALS LT | 13,000 | $25,610 | 0.0% | TRIM −19% |
| 146 | NUKZEXCHANGE TRADED CONCEPTS TRU | 395 | $25,083 | 0.0% | ADD 41% |
| 147 | ABBVABBVIE INC | 100 | $22,849 | 0.0% | ADD 14% |
| 148 | PBTPERMIAN BASIN RTY TR | 1,333 | $22,608 | 0.0% | HOLD |
| 149 | PLTRPALANTIR TECHNOLOGIES INC | 126 | $22,397 | 0.0% | ADD 18% |
| 150 | AMDADVANCED MICRO DEVICES INC | 101 | $21,630 | 0.0% | ADD 11% |
| 151 | GEGE AEROSPACE | 69 | $21,254 | 0.0% | ADD 13% |
| 152 | NFLXNETFLIX INC | 226 | $21,190 | 0.0% | ADD 976% |
| 153 | GSGOLDMAN SACHS GROUP INC | 24 | $21,096 | 0.0% | ADD 9% |
| 154 | ASMLASML HOLDING N V | 19 | $20,327 | 0.0% | HOLD |
| 155 | MUMICRON TECHNOLOGY INC | 69 | $19,693 | 0.0% | ADD 15% |
| 156 | WFCWELLS FARGO CO NEW | 208 | $19,386 | 0.0% | ADD 14% |
| 157 | HDHOME DEPOT INC | 56 | $19,270 | 0.0% | ADD 14% |
| 158 | BACBANK AMERICA CORP | 342 | $18,810 | 0.0% | ADD 26% |
| 159 | COSTCOSTCO WHSL CORP NEW | 21 | $18,109 | 0.0% | TRIM −64% |
| 160 | CSCOCISCO SYS INC | 234 | $18,025 | 0.0% | TRIM −69% |
| 161 | ORCLORACLE CORP | 92 | $17,932 | 0.0% | ADD 14% |
| 162 | UNHUNITEDHEALTH GROUP INC | 51 | $16,836 | 0.0% | ADD 11% |
| 163 | RTXRTX CORPORATION | 91 | $16,689 | 0.0% | ADD 14% |
| 164 | MSMORGAN STANLEY | 91 | $16,155 | 0.0% | ADD 18% |
| 165 | CATCATERPILLAR INC | 28 | $16,040 | 0.0% | ADD 12% |
| 166 | IBMINTERNATIONAL BUSINESS MACHS | 54 | $15,995 | 0.0% | ADD 15% |
| 167 | IJSISHARES TR | 139 | $15,807 | 0.0% | TRIM −28% |
| 168 | NVSNOVARTIS AG | 110 | $15,166 | 0.0% | HOLD |
| 169 | AMATAPPLIED MATLS INC | 58 | $14,905 | 0.0% | ADD 26% |
| 170 | AZNASTRAZENECA PLC | 162 | $14,893 | 0.0% | HOLD |
| 171 | GEVGE VERNOVA INC | 22 | $14,379 | 0.0% | ADD 5% |
| 172 | CVXCHEVRON CORP NEW | 94 | $14,327 | 0.0% | ADD 6% |
| 173 | HSBCHSBC HLDGS PLC | 181 | $14,239 | 0.0% | HOLD |
| 174 | ABTABBOTT LABS | 110 | $13,782 | 0.0% | TRIM −70% |
| 175 | COPCONOCOPHILLIPS | 145 | $13,573 | 0.0% | TRIM −3% |
| 176 | KOCOCA COLA CO | 193 | $13,493 | 0.0% | ADD 27% |
| 177 | TJXTJX COS INC NEW | 85 | $13,057 | 0.0% | ADD 16% |
| 178 | SLBSCHLUMBERGER LTD | 328 | $12,589 | 0.0% | HOLD |
| 179 | PEPPEPSICO INC | 85 | $12,199 | 0.0% | ADD 10% |
| 180 | CRMSALESFORCE INC | 46 | $12,186 | 0.0% | ADD 21% |
| 181 | BINV2023 ETF SERIES TRUST | 303 | $12,146 | 0.0% | ADD 33% |
| 182 | HALHALLIBURTON CO | 428 | $12,095 | 0.0% | HOLD |
| 183 | ISRGINTUITIVE SURGICAL INC | 21 | $11,894 | 0.0% | ADD 50% |
| 184 | EMHCSPDR SERIES TRUST | 462 | $11,763 | 0.0% | TRIM −45% |
| 185 | TMOTHERMO FISHER SCIENTIFIC INC | 20 | $11,589 | 0.0% | ADD 18% |
| 186 | PGPROCTER AND GAMBLE CO | 78 | $11,178 | 0.0% | TRIM −13% |
| 187 | QCOMQUALCOMM INC | 64 | $10,947 | 0.0% | ADD 19% |
| 188 | SHELSHELL PLC | 146 | $10,728 | 0.0% | TRIM −4% |
| 189 | INTUINTUIT | 16 | $10,599 | 0.0% | ADD 7% |
| 190 | ADBEADOBE INC | 30 | $10,500 | 0.0% | ADD 58% |
| 191 | TMTOYOTA MOTOR CORP | 49 | $10,489 | 0.0% | HOLD |
| 192 | CCITIGROUP INC | 89 | $10,385 | 0.0% | ADD 17% |
| 193 | JEPIJPMorgan Equity Premium Income ETF | 181 | $10,360 | 0.0% | HOLD |
| 194 | SAPSAP SE | 42 | $10,202 | 0.0% | TRIM −21% |
| 195 | PSXPHILLIPS 66 | 78 | $10,065 | 0.0% | HOLD |
| 196 | PFEPFIZER INC | 401 | $9,985 | 0.0% | ADD 17% |
| 197 | UBERUBER TECHNOLOGIES INC | 122 | $9,969 | 0.0% | ADD 9% |
| 198 | SANBANCO SANTANDER S.A. | 846 | $9,924 | 0.0% | HOLD |
| 199 | MUFGMITSUBISHI UFJ FINANCIAL GRO | 620 | $9,833 | 0.0% | HOLD |
| 200 | PHPARKER-HANNIFIN CORP | 11 | $9,669 | 0.0% | ADD 10% |
Where this firm's principals came from and which firms its alumni went on to found.