Roehl & Yi Investment Advisors, LLC

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CIK 2097566

13F portfolio (2026-Q1)

$266M

Positions

180

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-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.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

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.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

180

Top 5

27.9%

Top 10

41.9%

Effective N

39.6

HHI

0.025

This quarter

23 new · 0 exit →

By sector

Unclassified51.8%

Information Technology14.8%

Financials9.0%

Health Care5.1%

Energy4.4%

Consumer Discretionary4.0%

Communication Services2.9%

Industrials2.4%

Other5.5%

By market cap

Unknown55.7%

Mega (>$200B)28.8%

Large ($10–200B)14.0%

Mid ($2–10B)1.5%

By region

Other51.8%

North America45.5%

Europe2.2%

Asia-Pacific0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	55.80%	50
Technology Hardware & Equipment	8.37%	9
Oil, Gas & Consumable Fuels	4.40%	8
Pharmaceuticals & Biotechnology	4.32%	13
Semiconductors & Semiconductor Equipment	3.40%	4
Specialty Retail	2.92%	8
Software	2.60%	5
Software & IT Services	2.52%	4
Banks	2.32%	9
Chemicals	1.75%	8
Utilities	1.27%	8
Insurance	1.17%	7
Capital Markets	1.05%	4
Road & Rail	0.76%	3
Health Care Equipment & Supplies	0.76%	3
Commercial Services & Supplies	0.73%	5
Beverages	0.65%	2
Machinery	0.65%	3
Hotels, Restaurants & Leisure	0.63%	3
Equity Real Estate Investment Trusts (REITs)	0.55%	2
Aerospace & Defense	0.54%	2
Distributors	0.48%	3
Tobacco	0.48%	2
Diversified Telecommunication Services	0.41%	2
Food Products	0.38%	2
Metals & Mining	0.25%	2
Electrical Equipment & Components	0.25%	3
Professional Services	0.13%	1
Entertainment	0.12%	1
Airlines	0.10%	1
Communications Equipment	0.09%	1
Paper & Forest Products	0.08%	1
Real Estate Management & Development	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MINT	PIMCO ETF TR	Unclassified	8.33%
2	VBIL	VANGUARD INSTL INDEX FD	Unclassified	5.31%
3	AAPL	Apple Inc.	Information Technology	5.26%
4	VOO	VANGUARD INDEX FDS	Unclassified	4.72%
5	IAU	ISHARES GOLD TR	Unclassified	4.26%
6	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.97%
7	GUNR	FLEXSHARES TR	Unclassified	3.08%
8	VPLS	VANGUARD MALVERN FDS	Unclassified	3.04%
9	MSFT	MICROSOFT CORP	Information Technology	2.02%
10	IJR	ISHARES TR	Unclassified	1.89%

131/180 names classified · sector 48.2% of weight · industry 44.2% · mkt cap 44.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, WDC · other

FinancialsBRK.B, JPM, CME, BANR, COLB · other

Health CareJNJ, AMGN, PFE, NVO, ESTA · other

Consumer DiscretionaryCOST, HD, SBUX, AMZN, MCK · other

IndustrialsUNP, ASML, UPS, GD, FISV · other

EnergyXOM, CVX, PSX, SHEL, TTE · other

Communication ServicesGOOG, GOOGL, VZ, META, CMCSA · other

MaterialsPG, NKE, UL, PPG, LYB · other

Consumer StaplesPM, PEP, KOF, MKC, KO · other

UtilitiesETR, BKH, CNP, POR, OKE · other

Real EstateO, BN, WELL, VICI

UnclassifiedMINT, VOO, IAU, GUNR, VBIL · other

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: 48.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 39% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (112 classified)Roehl & Yi Investment Advisors, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryHealth CareEnergyCommunication ServicesIndustrialsMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for Roehl & Yi Investment Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 16.5%, Large Value 9.6%, Large Core 7.3%.

Classified: 39.3% of book weight (112/180 names) · unclassified 60.7%: MINT, VBIL, VOO, IAU, BRK.B, GUNR, VPLS, IJR, VTI, USMV +58 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 180 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	MINTPIMCO ETF TR	220,551	$22M	8.3%	HOLD
2	VBILVANGUARD INSTL INDEX FD	187,070	$14M	5.3%	TRIM −6%
3	AAPLAPPLE INC	295,565	$14M	5.3%	ADD 21%
4	VOOVANGUARD INDEX FDS	200,814	$13M	4.7%	ADD 38%
5	IAUISHARES GOLD TR	132,503	$11M	4.3%	HOLD
6	BRK.BBERKSHIRE HATHAWAY INC DEL	90,802	$11M	4.0%	HOLD
7	GUNRFLEXSHARES TR	148,912	$8M	3.1%	ADD 7%
8	VPLSVANGUARD MALVERN FDS	104,492	$8M	3.0%	ADD 20%
9	MSFTMICROSOFT CORP	65,099	$5M	2.0%	HOLD
10	IJRISHARES TR	40,590	$5M	1.9%	HOLD
11	NVDANVIDIA CORPORATION	132,968	$5M	1.8%	ADD 643%
12	VTIVANGUARD INDEX FDS	45,062	$5M	1.7%	ADD 11%
13	USMVISHARES TR	46,783	$4M	1.6%	TRIM −3%
14	XOMEXXON MOBIL CORP	25,366	$4M	1.6%	ADD 19%
15	KATADVISORS SER TR	73,517	$4M	1.5%	HOLD
16	CGDVCAPITAL GROUP DIVIDEND VALUE	95,270	$4M	1.4%	ADD 9%
17	JNJJOHNSON & JOHNSON	26,705	$4M	1.4%	ADD 2%
18	COSTCOSTCO WHSL CORP NEW	162,518	$4M	1.4%	HOLD
19	VEAVANGUARD TAX-MANAGED FDS	152,854	$4M	1.4%	ADD 41%
20	SPYSTATE STR SPDR S&P 500 ETF T	5,440	$4M	1.3%	HOLD
21	CGIECAPITAL GROUP INTERNATIONAL	104,434	$4M	1.3%	ADD 20%
22	WDCWESTERN DIGITAL CORP	12,918	$3M	1.3%	NEW
23	GOOGALPHABET INC	10,653	$3M	1.1%	ADD 9%
24	SCHDSCHWAB STRATEGIC TR	132,271	$3M	1.1%	ADD 3%
25	FNDFSCHWAB STRATEGIC TR	64,476	$3M	1.1%	ADD 12%
26	CVXCHEVRON CORP NEW	13,218	$3M	1.0%	HOLD
27	CGGRCAPITAL GROUP GROWTH ETF	68,481	$3M	1.0%	ADD 56%
28	GOOGLALPHABET INC	51,640	$2M	0.9%	ADD 3%
29	AVGOBROADCOM INC	19,111	$2M	0.9%	ADD 3%
30	JPMJPMORGAN CHASE & CO	6,896	$2M	0.8%	ADD 17%
31	AMGNAMGEN INC	48,280	$2M	0.7%	HOLD
32	IWFISHARES TR	4,360	$2M	0.7%	TRIM −20%
33	SNDKSANDISK CORP	2,859	$2M	0.7%	NEW
34	JMSTJ P MORGAN EXCHANGE TRADED F	29,312	$1M	0.6%	HOLD
35	CMECME GROUP INC	5,017	$1M	0.6%	TRIM −4%
36	CSCOCISCO SYS INC	18,625	$1M	0.5%	ADD 6%
37	PGPROCTER AND GAMBLE CO	9,895	$1M	0.5%	HOLD
38	VTVANGUARD INTL EQUITY INDEX F	10,187	$1M	0.5%	ADD 3%
39	EFAISHARES TR	14,437	$1M	0.5%	HOLD
40	TTETotalEnergies SE	14,361	$1M	0.5%	ADD 5%
41	VYMIVANGUARD WHITEHALL FDS	13,755	$1M	0.5%	HOLD
42	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,809	$1M	0.5%	TRIM −25%
43	VXUSVANGUARD STAR FDS	24,963	$1M	0.5%	ADD 10%
44	CGDGCAPITAL GROUP DIVIDEND GROWE	36,147	$1M	0.5%	ADD 5%
45	ASMLASML HOLDING N V	935	$1M	0.5%	TRIM −20%
46	PEPPEPSICO INC	7,211	$1M	0.4%	ADD 14%
47	AMZNAMAZON COM INC	48,656	$1M	0.4%	ADD 1167%
48	UNPUNION PAC CORP	4,489	$1M	0.4%	TRIM −6%
49	HDHOME DEPOT INC	3,293	$1M	0.4%	ADD 15%
50	SBUXSTARBUCKS CORP	14,326	$1M	0.4%	ADD 6%
51	BANRBANNER CORP	17,378	$1M	0.4%	HOLD
52	PSXPHILLIPS 66	5,501	$1M	0.4%	HOLD
53	ULUNILEVER PLC	17,557	$1M	0.4%	HOLD
54	CFRCULLEN FROST BANKERS INC	7,206	$987,798	0.4%	HOLD
55	VVISA INC	41,821	$984,135	0.4%	HOLD
56	ESTAESTABLISHMENT LABS HLDGS INC	17,147	$973,607	0.4%	HOLD
57	IWDISHARES TR	4,457	$952,243	0.4%	TRIM −18%
58	METAMETA PLATFORMS INC	1,616	$924,562	0.3%	ADD 30%
59	TRVTRAVELERS COMPANIES INC	3,160	$921,709	0.3%	HOLD
60	OREALTY INCOME CORP	14,911	$912,255	0.3%	HOLD
61	IWMISHARES TR	39,429	$902,200	0.3%	ADD 44%
62	QQQINVESCO QQQ TR	1,545	$891,743	0.3%	HOLD
63	NVONOVO-NORDISK A S	23,960	$880,530	0.3%	ADD 56%
64	BKHBLACK HILLS CORP	12,435	$863,113	0.3%	HOLD
65	PMPHILIP MORRIS INTL INC	5,185	$857,288	0.3%	HOLD
66	GDGENERAL DYNAMICS CORP	2,399	$823,385	0.3%	HOLD
67	ORCLORACLE CORP	5,589	$822,198	0.3%	ADD 18%
68	XLISELECT SECTOR SPDR TR	5,000	$808,650	0.3%	TRIM −3%
69	PFEPFIZER INC	31,262	$802,155	0.3%	HOLD
70	TXNTEXAS INSTRS INC	4,081	$792,333	0.3%	TRIM −2%
71	SHELSHELL PLC	8,492	$789,710	0.3%	ADD 19%
72	VZVERIZON COMMUNICATIONS INC	15,576	$781,915	0.3%	HOLD
73	VTVVANGUARD INDEX FDS	3,952	$775,382	0.3%	HOLD
74	TJXTJX COS INC NEW	4,611	$736,377	0.3%	HOLD
75	GKATADVISORS SER TR	17,943	$733,144	0.3%	TRIM −3%
76	AZNASTRAZENECA PLC	3,735	$729,294	0.3%	NEW
77	WMTWALMART INC	83,702	$724,796	0.3%	HOLD
78	ABBVABBVIE INC	3,259	$708,800	0.3%	ADD 40%
79	MDTMEDTRONIC PLC	8,053	$697,792	0.3%	HOLD
80	ETRENTERGY CORP NEW	6,203	$696,969	0.3%	ADD 15%
81	DVNDEVON ENERGY CORP NEW	13,808	$694,819	0.3%	HOLD
82	DIASPDR DOW JONES INDL AVERAGE	1,500	$694,785	0.3%	TRIM −3%
83	MKCMCCORMICK & CO INC	13,045	$657,990	0.2%	ADD 103%
84	UPSUNITED PARCEL SERVICE INC	6,643	$653,538	0.2%	TRIM −34%
85	RGAREINSURANCE GRP OF AMERICA I	3,169	$646,983	0.2%	HOLD
86	MCKMCKESSON CORP	736	$636,905	0.2%	ADD 12%
87	KOFCOCA-COLA FEMSA SAB DE CV	6,329	$617,394	0.2%	HOLD
88	NKENIKE INC	11,445	$604,545	0.2%	HOLD
89	RTXRTX CORPORATION	21,935	$602,817	0.2%	TRIM −5%
90	MRKMERCK & CO INC	4,963	$596,946	0.2%	ADD 9%
91	LLYELI LILLY & CO	648	$596,215	0.2%	TRIM −30%
92	TROWPRICE T ROWE GROUP INC	6,546	$590,056	0.2%	ADD 13%
93	PORPORTLAND GEN ELEC CO	11,166	$589,230	0.2%	HOLD
94	WELLWELLTOWER INC	2,727	$539,155	0.2%	ADD 2%
95	VBVANGUARD INDEX FDS	4,125	$516,095	0.2%	HOLD
96	CLXCLOROX CO DEL	4,922	$510,067	0.2%	ADD 4%
97	APDAIR PRODS & CHEMS INC	1,653	$480,180	0.2%	NEW
98	WFCWELLS FARGO CO NEW	6,019	$479,167	0.2%	ADD 133%
99	OXYOCCIDENTAL PETE CORP	7,122	$462,930	0.2%	NEW
100	IYJISHARES TR	3,018	$445,276	0.2%	HOLD
101	MKLMARKEL GROUP INC	229	$438,322	0.2%	TRIM −13%
102	KLACKLA CORP	296	$435,833	0.2%	HOLD
103	CATCATERPILLAR INC	601	$425,911	0.2%	HOLD
104	AONAON PLC	1,317	$425,101	0.2%	ADD 15%
105	MDYSPDR S&P MIDCAP 400 ETF TR	688	$424,331	0.2%	ADD 14%
106	BTIBRITISH AMERN TOB PLC	7,238	$423,206	0.2%	ADD 18%
107	MSMORGAN STANLEY	2,535	$417,185	0.2%	HOLD
108	PNCPNC FINL SVCS GROUP INC	35,671	$409,054	0.2%	ADD 4%
109	IWPISHARES TR	3,142	$402,553	0.2%	TRIM −14%
110	TELTE CONNECTIVITY PLC	1,924	$402,154	0.2%	TRIM −26%
111	COPCONOCOPHILLIPS	2,991	$394,858	0.1%	ADD 10%
112	BBARRICK MNG CORP	9,660	$393,725	0.1%	NEW
113	TMOTHERMO FISHER SCIENTIFIC INC	775	$380,936	0.1%	ADD 40%
114	GILDGILEAD SCIENCES INC	2,602	$362,628	0.1%	ADD 49%
115	SANBANCO SANTANDER S.A.	31,983	$360,768	0.1%	TRIM −4%
116	ZTSZOETIS INC	3,042	$359,595	0.1%	NEW
117	ABTABBOTT LABS	3,495	$358,834	0.1%	TRIM −23%
118	MDLZMONDELEZ INTL INC	6,214	$358,175	0.1%	NEW
119	VOVANGUARD INDEX FDS	1,241	$356,390	0.1%	ADD 27%
120	CNPCENTERPOINT ENERGY INC	8,239	$355,595	0.1%	TRIM −34%
121	SMHVANECK ETF TRUST	923	$353,984	0.1%	HOLD
122	OKEONEOK INC NEW	3,898	$352,340	0.1%	NEW
123	ADPAUTOMATIC DATA PROCESSING IN	18,672	$352,066	0.1%	HOLD
124	YUMYUM BRANDS INC	2,259	$351,229	0.1%	HOLD
125	LINLINDE PLC	13,560	$346,534	0.1%	ADD 5%
126	SPYVSPDR SERIES TRUST	6,060	$342,875	0.1%	HOLD
127	PAYXPAYCHEX INC	3,721	$342,755	0.1%	ADD 6%
128	SYKSTRYKER CORPORATION	33,146	$341,736	0.1%	HOLD
129	CGMUCAPITAL GRP FIXED INCM ETF T	12,519	$339,891	0.1%	NEW
130	BACBANK AMERICA CORP	6,783	$330,668	0.1%	HOLD
131	ACNACCENTURE PLC IRELAND	5,649	$329,599	0.1%	ADD 6%
132	BILSPDR SERIES TRUST	3,564	$326,605	0.1%	NEW
133	XLPSELECT SECTOR SPDR TR	3,984	$326,587	0.1%	HOLD
134	DISDISNEY WALT CO	3,319	$319,885	0.1%	ADD 3%
135	TMUST-MOBILE US INC	1,458	$306,224	0.1%	ADD 30%
136	AMPAMERIPRISE FINL INC	674	$299,526	0.1%	NEW
137	AMEAMETEK INC	1,356	$290,672	0.1%	NEW
138	UNHUNITEDHEALTH GROUP INC	1,052	$284,661	0.1%	ADD 22%
139	FNVFRANCO NEV CORP	1,143	$282,378	0.1%	TRIM −21%
140	COLBCOLUMBIA BKG SYS INC	10,211	$280,088	0.1%	HOLD
141	CSXCSX CORP	6,772	$277,978	0.1%	TRIM −2%
142	MCDMCDONALDS CORP	13,417	$265,586	0.1%	HOLD
143	SHOPSHOPIFY INC	2,214	$262,625	0.1%	TRIM −10%
144	RYAAYRYANAIR HOLDINGS PLC	4,387	$253,569	0.1%	ADD 2%
145	ATOATMOS ENERGY CORP	1,360	$251,219	0.1%	NEW
146	RELXRELX PLC	7,487	$248,194	0.1%	TRIM −5%
147	SRESEMPRA	2,554	$248,172	0.1%	HOLD
148	WSOWATSCO INC	680	$247,377	0.1%	NEW
149	ROSTROSS STORES INC	1,128	$244,359	0.1%	NEW
150	TFCTRUIST FINL CORP	5,295	$243,411	0.1%	ADD 2%
151	QCOMQUALCOMM INC	1,886	$242,879	0.1%	ADD 31%
152	MAMASTERCARD INCORPORATED	486	$242,851	0.1%	HOLD
153	LNCLINCOLN NATL CORP IND	6,614	$234,797	0.1%	HOLD
154	NOWSERVICENOW INC	2,199	$229,905	0.1%	NEW
155	BMYBRISTOL-MYERS SQUIBB CO	3,781	$229,318	0.1%	NEW
156	EMREMERSON ELEC CO	1,725	$226,010	0.1%	HOLD
157	IPINTERNATIONAL PAPER CO	6,295	$224,732	0.1%	NEW
158	BNBROOKFIELD CORP	5,518	$223,234	0.1%	TRIM −29%
159	ADBEADOBE INC	19,795	$222,416	0.1%	HOLD
160	OTISOTIS WORLDWIDE CORP	2,859	$220,372	0.1%	NEW
161	IWRISHARES TR	2,252	$218,962	0.1%	HOLD
162	GEVGE VERNOVA INC	249	$217,352	0.1%	NEW
163	PPGPPG INDS INC	2,031	$217,039	0.1%	HOLD
164	SHWSHERWIN WILLIAMS CO	666	$213,486	0.1%	ADD 8%
165	IBMINTERNATIONAL BUSINESS MACHS	880	$213,416	0.1%	ADD 21%
166	IVVISHARES TR	326	$212,946	0.1%	NEW
167	NVSNOVARTIS AG	1,389	$212,170	0.1%	TRIM −38%
168	ROPROPER TECHNOLOGIES INC	575	$203,523	0.1%	TRIM −40%
169	IJHISHARES TR	3,000	$202,590	0.1%	TRIM −9%
170	CBCHUBB LIMITED	10,580	$163,297	0.1%	HOLD
171	VWOVANGUARD INTL EQUITY INDEX F	35,516	$155,515	0.1%	ADD 63%
172	SPGIS&P GLOBAL INC	15,178	$141,631	0.1%	HOLD
173	VNQVANGUARD INDEX FDS	11,334	$101,226	0.0%	NEW
174	ECLECOLAB INC	20,114	$78,418	0.0%	HOLD
175	CMICUMMINS INC	42,701	$73,311	0.0%	HOLD
176	LOWLOWES COS INC	27,772	$39,300	0.0%	HOLD
177	NEENEXTERA ENERGY INC	15,466	$32,739	0.0%	HOLD
178	ICSHISHARES TR	26,264	$26,264	0.0%	ADD 86%
179	VWOBVANGUARD WHITEHALL FDS	22,725	$22,725	0.0%	ADD 87%
180	VTCVANGUARD SCOTTSDALE FDS	21,720	$21,720	0.0%	ADD 88%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MINTPIMCO ETF TR

193K

194K

199K

203K

224K

221K

$22M

VBILVANGUARD INSTL INDEX FD

—

168K

199K

187K

$14M

AAPLAPPLE INC

55K

200K

244K

243K

296K

$14M

VOOVANGUARD INDEX FDS

122K

127K

146K

201K

$13M

IAUISHARES GOLD TR

126K

125K

133K

134K

133K

$11M

BRK.BBERKSHIRE HATHAWAY INC DEL

21K

22K

91K

$11M

GUNRFLEXSHARES TR

147K

144K

142K

138K

139K

149K

$8M

VPLSVANGUARD MALVERN FDS

—

28K

87K

104K

$8M

MSFTMICROSOFT CORP

14K

13K

64K

65K

$5M

IJRISHARES TR

44K

43K

41K

$5M

NVDANVIDIA CORPORATION

28K

29K

28K

129K

18K

133K

$5M

VTIVANGUARD INDEX FDS

24K

25K

39K

41K

45K

$5M

USMVISHARES TR

57K

55K

52K

50K

48K

47K

$4M

XOMEXXON MOBIL CORP

24K

22K

21K

25K

$4M

KATADVISORS SER TR

—

75K

74K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Roehl & Yi Investment Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 180 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

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