ANCHYRA PARTNERS LLC

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CIK 2107106

13F portfolio (2026-Q1)

$330M

Positions

275

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

275

Top 5

30.0%

Top 10

39.8%

Effective N

34.4

HHI

0.029

This quarter

29 new · 0 exit →

By sector

Information Technology29.4%

Financials22.1%

Unclassified11.9%

Industrials8.1%

Consumer Discretionary7.6%

Communication Services7.1%

Health Care4.7%

Energy3.0%

Other6.1%

By market cap

Mega (>$200B)42.6%

Large ($10–200B)39.2%

Unknown16.3%

Mid ($2–10B)1.6%

Small ($300M–2B)0.2%

Micro (<$300M)0.1%

By region

North America84.7%

Other11.9%

Europe2.4%

Asia-Pacific1.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Capital Markets	14.94%	13
Unclassified	13.02%	26
Semiconductors & Semiconductor Equipment	11.80%	12
Technology Hardware & Equipment	8.93%	15
Software	6.84%	14
Software & IT Services	5.54%	6
Specialty Retail	4.27%	10
Banks	4.05%	24
Pharmaceuticals & Biotechnology	3.71%	18
Oil, Gas & Consumable Fuels	2.99%	11
Machinery	2.55%	11
Utilities	2.09%	10
Aerospace & Defense	1.99%	8
Commercial Services & Supplies	1.98%	10
Hotels, Restaurants & Leisure	1.53%	6
Chemicals	1.27%	6
Automobiles & Components	1.24%	6
Media & Entertainment	1.19%	6
Insurance	1.16%	9
Electrical Equipment & Components	1.14%	3
Road & Rail	1.13%	3
Metals & Mining	0.93%	7
Health Care Equipment & Supplies	0.82%	6
Construction Materials	0.54%	4
Transportation Infrastructure	0.53%	2
Diversified Telecommunication Services	0.51%	3
Beverages	0.48%	2
Airlines	0.42%	2
Communications Equipment	0.33%	3
Distributors	0.31%	1
Tobacco	0.31%	3
Equity Real Estate Investment Trusts (REITs)	0.22%	2
Construction & Engineering	0.18%	2
Agricultural Products	0.16%	1
Household Durables	0.16%	1
Real Estate Management & Development	0.15%	2
Entertainment	0.13%	1
Life Sciences Tools & Services	0.13%	1
Health Care Providers & Services	0.08%	1
Leisure Products	0.07%	1
Professional Services	0.07%	1
Media & Publishing	0.06%	1
Marine	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TROW	PRICE T ROWE GROUP INC	Financials	12.64%
2	NVDA	NVIDIA CORP	Information Technology	6.75%
3	AAPL	Apple Inc.	Information Technology	4.66%
4	MSFT	MICROSOFT CORP	Information Technology	3.54%
5	GOOGL	Alphabet Inc.	Communication Services	2.38%
6	META	Meta Platforms, Inc.	Communication Services	2.35%
7	IWV	ISHARES TR	Unclassified	2.08%
8	GLD	SPDR GOLD TR	Unclassified	1.90%
9	AMZN	AMAZON COM INC	Consumer Discretionary	1.82%
10	AVGO	Broadcom Inc.	Information Technology	1.64%

250/275 names classified · sector 88.1% of weight · industry 87.0% · mkt cap 83.7%; unclassified names shown, never dropped.

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

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, ANET · other

FinancialsTROW, BRK.B, JPM, V, CME · other

IndustrialsNSC, RTX, DE, ETN, GRMN · other

Consumer DiscretionaryAMZN, MAR, WMT, TSLA, HD · other

Communication ServicesGOOGL, META, NFLX, GOOG, VZ · other

Health CareLLY, JNJ, ABBV, UTHR, MRK · other

MaterialsPG, HWM, CX, UL, ECL · other

EnergyXOM, CVX, EOG, RRC, SHEL · other

UtilitiesSO, NEE, ATO, EVRG, DUK · other

Consumer StaplesKO, PEP, CTVA, PM, BTI · other

Real EstateWY, IRS, WELL, AHRT

UnclassifiedGLD, IWV, SPY, IWF, XLK · 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: 88.1% 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

holdings, colored by sector (196 classified)ANCHYRA PARTNERS LLC centroid (Large Core)

Information TechnologyFinancialsIndustrialsConsumer DiscretionaryCommunication ServicesHealth CareEnergyUtilitiesMaterialsConsumer StaplesReal Estate

Style box summary for ANCHYRA PARTNERS LLC: centroid Large Core. Heaviest cells: Large Growth 31.2%, Mid Value 15.1%, Large Core 14.6%.

Classified: 80.2% of book weight (196/275 names) · unclassified 19.8%: IWV, GLD, BRK.B, IWF, SPY, XLK, IWD, COHR, EFA, RSP +69 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· 275 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TROWPRICE T ROWE GROUP INC	462,196	$42M	12.6%	HOLD
2	NVDANVIDIA CORPORATION	127,537	$22M	6.7%	HOLD
3	AAPLAPPLE INC	60,469	$15M	4.7%	ADD 2%
4	MSFTMICROSOFT CORP	31,499	$12M	3.5%	ADD 8%
5	GOOGLALPHABET INC	27,283	$8M	2.4%	HOLD
6	METAMETA PLATFORMS INC	13,562	$8M	2.4%	ADD 83%
7	IWVISHARES TR	18,457	$7M	2.1%	ADD 46%
8	GLDSPDR GOLD TR	14,550	$6M	1.9%	HOLD
9	AMZNAMAZON COM INC	28,767	$6M	1.8%	HOLD
10	AVGOBROADCOM INC	17,409	$5M	1.6%	ADD 4%
11	XOMEXXON MOBIL CORP	23,757	$4M	1.2%	ADD 2%
12	BRK.BBERKSHIRE HATHAWAY INC DEL	7,879	$4M	1.1%	ADD 2%
13	SOSOUTHERN CO	34,895	$3M	1.0%	HOLD
14	IWFISHARES TR	7,515	$3M	1.0%	ADD 38%
15	ANETARISTA NETWORKS INC	25,940	$3M	1.0%	HOLD
16	JBLJabil Circuit, Inc.	11,514	$3M	0.9%	HOLD
17	SPYSTATE STR SPDR S&P 500 ETF T	4,383	$3M	0.9%	HOLD
18	WMTWALMART INC	22,159	$3M	0.8%	HOLD
19	XLKSELECT SECTOR SPDR TR	20,386	$3M	0.8%	HOLD
20	MARMARRIOTT INTL INC NEW	8,222	$3M	0.8%	HOLD
21	IWDISHARES TR	12,579	$3M	0.8%	ADD 38%
22	COHRCOHERENT CORP	10,919	$3M	0.8%	HOLD
23	MUMICRON TECHNOLOGY INC	7,119	$2M	0.7%	HOLD
24	JPMJPMORGAN CHASE & CO	8,147	$2M	0.7%	ADD 4%
25	NSCNORFOLK SOUTHN CORP	8,179	$2M	0.7%	HOLD
26	TSLATESLA INC	6,179	$2M	0.7%	HOLD
27	NFLXNETFLIX INC	23,339	$2M	0.7%	HOLD
28	CSCOCISCO SYS INC	28,768	$2M	0.7%	ADD 7%
29	LLYELI LILLY & CO	2,297	$2M	0.6%	ADD 2%
30	EFAISHARES TR	20,204	$2M	0.6%	ADD 38%
31	RTXRTX CORPORATION	9,754	$2M	0.6%	HOLD
32	PGPROCTER AND GAMBLE CO	12,993	$2M	0.6%	HOLD
33	MRVLMARVELL TECHNOLOGY INC	18,354	$2M	0.6%	HOLD
34	DEDEERE & CO	3,191	$2M	0.5%	HOLD
35	ORCLORACLE CORP	11,912	$2M	0.5%	ADD 6%
36	CDNSCADENCE DESIGN SYSTEM INC	6,036	$2M	0.5%	HOLD
37	GEGE AEROSPACE	5,903	$2M	0.5%	ADD 4%
38	ETNEATON CORP PLC	4,675	$2M	0.5%	HOLD
39	PANWPALO ALTO NETWORKS INC	10,329	$2M	0.5%	HOLD
40	CVXCHEVRON CORP NEW	7,548	$2M	0.5%	ADD 18%
41	GOOGALPHABET INC	5,435	$2M	0.5%	ADD 35%
42	JNJJOHNSON & JOHNSON	6,358	$2M	0.5%	ADD 6%
43	RSPINVESCO EXCHANGE TRADED FD T	7,972	$2M	0.5%	ADD 14%
44	VVISA INC	5,050	$2M	0.5%	HOLD
45	CMECME GROUP INC	5,053	$1M	0.5%	HOLD
46	GRMNGARMIN LTD	6,421	$1M	0.5%	ADD 3%
47	GEVGE VERNOVA INC	1,651	$1M	0.4%	TRIM −7%
48	AGGISHARES TR	14,334	$1M	0.4%	ADD 13%
49	HDHOME DEPOT INC	4,324	$1M	0.4%	TRIM −6%
50	VBVANGUARD INDEX FDS	5,361	$1M	0.4%	ADD 10%
51	GTOPGOLDMAN SACHS ETF TR	37,588	$1M	0.4%	HOLD
52	MKLMARKEL GROUP INC	691	$1M	0.4%	HOLD
53	ABBVABBVIE INC	5,399	$1M	0.4%	ADD 7%
54	MAMASTERCARD INCORPORATED	2,346	$1M	0.4%	HOLD
55	COSTCOSTCO WHSL CORP NEW	1,165	$1M	0.4%	ADD 19%
56	UTHRUnited Therapeutics Corp.	1,952	$1M	0.4%	HOLD
57	AMATAPPLIED MATLS INC	3,377	$1M	0.4%	ADD 3%
58	DALDELTA AIR LINES INC	17,209	$1M	0.3%	HOLD
59	QQQINVESCO QQQ TR	1,951	$1M	0.3%	ADD 13%
60	LMTLOCKHEED MARTIN CORP	1,851	$1M	0.3%	ADD 5%
61	WMWASTE MGMT INC DEL	4,857	$1M	0.3%	HOLD
62	MRKMERCK & CO INC	9,211	$1M	0.3%	ADD 5%
63	WFCWELLS FARGO CO NEW	13,649	$1M	0.3%	ADD 2%
64	XPOXPO INC	5,573	$1M	0.3%	HOLD
65	UBERUBER TECHNOLOGIES INC	14,837	$1M	0.3%	TRIM −8%
66	TTANSERVICETITAN INC	16,638	$1M	0.3%	HOLD
67	AMGNAMGEN INC	2,990	$1M	0.3%	ADD 5%
68	RBLXROBLOX CORP	18,324	$1M	0.3%	HOLD
69	TWLOTWILIO INC	8,196	$1M	0.3%	ADD 4%
70	MCKMCKESSON CORP	1,174	$1M	0.3%	HOLD
71	HWMHOWMET AEROSPACE INC	4,314	$994,204	0.3%	ADD 3%
72	VTVVANGUARD INDEX FDS	5,062	$993,164	0.3%	HOLD
73	ASMLASML HOLDING N V	749	$989,302	0.3%	ADD 10%
74	BACBANK AMERICA CORP	19,580	$954,525	0.3%	HOLD
75	ADIANALOG DEVICES INC	2,996	$953,147	0.3%	HOLD
76	MCDMCDONALDS CORP	3,050	$947,910	0.3%	HOLD
77	GSGOLDMAN SACHS GROUP INC	1,088	$920,437	0.3%	ADD 344%
78	CBOECBOE GLOBAL MKTS INC	3,156	$887,057	0.3%	HOLD
79	VEEVVEEVA SYS INC	4,945	$868,639	0.3%	HOLD
80	USBUS BANCORP	16,350	$850,364	0.3%	ADD 2%
81	CXCEMEX SAB DE CV	74,109	$847,807	0.3%	HOLD
82	BXBLACKSTONE INC	7,301	$839,542	0.3%	TRIM −9%
83	PCARPACCAR INC	7,257	$838,184	0.3%	HOLD
84	KOCOCA COLA CO	10,835	$824,002	0.3%	ADD 4%
85	CATCATERPILLAR INC	1,159	$821,105	0.2%	ADD 8%
86	NTAPNetApp Inc.	8,011	$820,246	0.2%	HOLD
87	PHPARKER-HANNIFIN CORP	902	$807,506	0.2%	TRIM −6%
88	DXCMDEXCOM	12,810	$804,468	0.2%	TRIM −10%
89	AMDADVANCED MICRO DEVICES INC	3,838	$780,764	0.2%	ADD 4%
90	EOGEOG RES INC	5,327	$770,124	0.2%	ADD 4%
91	UPSUNITED PARCEL SERVICE INC	7,756	$763,035	0.2%	HOLD
92	PEPPEPSICO INC	4,836	$750,982	0.2%	ADD 2%
93	COFCAPITAL ONE FINL CORP	4,096	$747,233	0.2%	ADD 5%
94	IWMISHARES TR	2,970	$736,560	0.2%	TRIM −2%
95	VZVERIZON COMMUNICATIONS INC	14,563	$731,063	0.2%	ADD 7%
96	PLTRPALANTIR TECHNOLOGIES INC	4,894	$715,894	0.2%	ADD 13%
97	INTUINTUIT	1,652	$714,292	0.2%	TRIM −20%
98	CMCSACOMCAST CORP NEW	24,081	$691,366	0.2%	ADD 5%
99	IBMINTERNATIONAL BUSINESS MACHS	2,820	$683,540	0.2%	ADD 3%
100	KLACKLA CORP	463	$681,726	0.2%	ADD 6%
101	NEENEXTERA ENERGY INC	7,300	$678,024	0.2%	HOLD
102	RRCRANGE RES CORP	15,004	$677,881	0.2%	HOLD
103	BKNGBOOKING HOLDINGS INC	161	$677,862	0.2%	ADD 3%
104	MSMORGAN STANLEY	4,109	$676,218	0.2%	TRIM −2%
105	NOCNORTHROP GRUMMAN CORP	988	$674,053	0.2%	HOLD
106	STTSTATE STR CORP	5,280	$668,237	0.2%	HOLD
107	FHIFEDERATED HERMES INC	11,616	$658,743	0.2%	HOLD
108	OTISOTIS WORLDWIDE CORP	8,354	$643,926	0.2%	HOLD
109	MUFGMITSUBISHI UFJ FINANCIAL GRO	37,680	$639,430	0.2%	ADD 4%
110	ECLECOLAB INC	2,400	$638,448	0.2%	ADD 10%
111	NVSNOVARTIS AG	4,170	$636,968	0.2%	ADD 23%
112	TAT&T INC	21,599	$626,155	0.2%	ADD 7%
113	LRCXLAM RESEARCH CORP	2,926	$625,169	0.2%	ADD 4%
114	SHELSHELL PLC	6,583	$612,219	0.2%	ADD 17%
115	DGROISHARES CORE DIVIDEND GROWTH ETF	8,650	$607,057	0.2%	NEW
116	UNPUNION PAC CORP	2,496	$605,580	0.2%	TRIM −3%
117	ULUNILEVER PLC	10,627	$605,420	0.2%	ADD 7%
118	AZNASTRAZENECA PLC	3,001	$591,857	0.2%	NEW
119	LOWLOWES COS INC	2,492	$588,810	0.2%	HOLD
120	PAGPENSKE AUTOMOTIVE GRP INC	3,852	$575,951	0.2%	TRIM −13%
121	CCITIGROUP INC	4,998	$566,823	0.2%	ADD 5%
122	WSTWEST PHARMACEUTICAL SVSC INC	2,224	$557,423	0.2%	HOLD
123	RIORIO TINTO PLC	5,931	$553,303	0.2%	ADD 7%
124	TTETotalEnergies SE	6,034	$548,973	0.2%	ADD 18%
125	TJXTJX COS INC NEW	3,410	$544,577	0.2%	ADD 3%
126	COPCONOCOPHILLIPS	4,092	$540,144	0.2%	ADD 7%
127	LINLINDE PLC	1,089	$539,883	0.2%	ADD 14%
128	XOPSPDR SERIES TRUST	2,915	$530,034	0.2%	HOLD
129	CTVACORTEVA INC	6,272	$525,029	0.2%	ADD 5%
130	ALLALLSTATE CORP	2,481	$514,411	0.2%	HOLD
131	SONYSONY GROUP CORP	24,753	$512,387	0.2%	ADD 14%
132	HSBCHSBC HLDGS PLC	6,142	$506,654	0.2%	ADD 11%
133	VTHRVANGUARD SCOTTSDALE FDS	1,708	$491,178	0.1%	NEW
134	GGGGRACO INC	5,755	$487,161	0.1%	ADD 8%
135	PNCPNC FINL SVCS GROUP INC	2,339	$486,723	0.1%	ADD 2%
136	ADSKAUTODESK INC	1,988	$475,927	0.1%	ADD 28%
137	PMPHILIP MORRIS INTL INC	2,875	$475,353	0.1%	ADD 5%
138	SCHWSCHWAB CHARLES CORP	5,000	$469,900	0.1%	HOLD
139	VTEBVANGUARD MUN BD FDS	9,405	$469,215	0.1%	NEW
140	WYWEYERHAEUSER CO	19,168	$468,274	0.1%	HOLD
141	ORLYOREILLY AUTOMOTIVE INC	5,072	$468,196	0.1%	HOLD
142	BHPBHP BILLITON LIMITED	6,409	$466,191	0.1%	ADD 17%
143	SPOTSPOTIFY TECHNOLOGY S A	958	$464,544	0.1%	ADD 104%
144	TNLTRAVEL PLUS LEISURE CO	6,569	$454,509	0.1%	HOLD
145	AMPAMERIPRISE FINL INC	1,017	$451,955	0.1%	HOLD
146	GILDGILEAD SCIENCES INC	3,242	$451,838	0.1%	ADD 10%
147	MSIMOTOROLA SOLUTIONS INC	1,016	$440,914	0.1%	ADD 65%
148	MCOMOODYS CORP	1,005	$438,431	0.1%	HOLD
149	EVRGEVERGY INC	5,329	$436,552	0.1%	HOLD
150	NOWSERVICENOW INC	4,168	$435,764	0.1%	ADD 21%
151	LLYVKLIBERTY LIVE HOLDINGS INC	4,625	$435,259	0.1%	HOLD
152	ISRGINTUITIVE SURGICAL INC	940	$433,331	0.1%	ADD 3%
153	DUKDUKE ENERGY CORP NEW	3,297	$431,709	0.1%	ADD 3%
154	EPDENTERPRISE PRODS PARTNERS L	11,400	$431,376	0.1%	HOLD
155	MLMMARTIN MARIETTA MATLS INC	730	$429,736	0.1%	ADD 8%
156	ATOATMOS ENERGY CORP	2,323	$429,105	0.1%	TRIM −11%
157	GDGENERAL DYNAMICS CORP	1,236	$424,220	0.1%	ADD 6%
158	APHAMPHENOL CORP	3,342	$422,262	0.1%	TRIM −4%
159	BMYBRISTOL-MYERS SQUIBB CO	6,929	$420,244	0.1%	ADD 7%
160	SANBANCO SANTANDER S.A.	37,158	$419,142	0.1%	ADD 6%
161	IQVIQVIA HLDGS INC	2,446	$417,141	0.1%	TRIM −8%
162	QCOMQUALCOMM INC	3,198	$411,838	0.1%	TRIM −20%
163	WDAYWORKDAY INC	3,166	$411,327	0.1%	TRIM −7%
164	HONHONEYWELL INTL INC	1,818	$410,923	0.1%	ADD 4%
165	CRMSALESFORCE INC	2,198	$410,301	0.1%	ADD 11%
166	SWKSTANLEY BLACK & DECKER INC	5,718	$406,321	0.1%	ADD 3%
167	BBVABANCO BILBAO VIZCAYA ARGENTA	18,348	$397,418	0.1%	HOLD
168	RJFRAYMOND JAMES FINL INC	2,740	$396,725	0.1%	HOLD
169	KEYSKEYSIGHT TECHNOLOGIES INC	1,404	$396,447	0.1%	ADD 4%
170	SAPSAP SE	2,287	$391,557	0.1%	ADD 7%
171	RDDTREDDIT INC	2,857	$384,695	0.1%	ADD 11%
172	TMOTHERMO FISHER SCIENTIFIC INC	779	$382,902	0.1%	TRIM −9%
173	BOKFBOK FINL CORP	2,934	$375,728	0.1%	HOLD
174	MPCMARATHON PETE CORP	1,530	$373,595	0.1%	HOLD
175	UNHUNITEDHEALTH GROUP INC	1,372	$371,249	0.1%	TRIM −25%
176	PWRQUANTA SVCS INC	675	$370,589	0.1%	ADD 6%
177	TXRHTEXAS ROADHOUSE INC	2,228	$367,932	0.1%	HOLD
178	FNVFRANCO NEV CORP	1,482	$366,128	0.1%	HOLD
179	AXPAMERICAN EXPRESS CO	1,201	$363,278	0.1%	HOLD
180	TMTOYOTA MOTOR CORP	1,760	$362,718	0.1%	ADD 11%
181	INTCINTEL CORP	8,166	$360,366	0.1%	ADD 6%
182	UBSUBS GROUP AG	9,090	$355,146	0.1%	ADD 3%
183	IRSIRSA INVERSIONES Y REP S A	21,546	$349,261	0.1%	HOLD
184	TRGPTARGA RES CORP	1,390	$348,515	0.1%	HOLD
185	PSMTPRICESMART INC	2,309	$347,505	0.1%	HOLD
186	CBCHUBB LIMITED	1,064	$346,790	0.1%	ADD 5%
187	ICEINTERCONTINENTAL EXCHANGE IN	2,198	$345,701	0.1%	ADD 4%
188	MSTRSTRATEGY INC	2,762	$344,698	0.1%	ADD 9%
189	DHRDANAHER CORP DEL	1,814	$343,934	0.1%	TRIM −3%
190	HIGHARTFORD INSURANCE GROUP INC	2,541	$343,619	0.1%	ADD 5%
191	BNYBANK NEW YORK MELLON CORP	2,860	$339,282	0.1%	ADD 6%
192	CARRCARRIER GLOBAL CORPORATION	6,022	$339,099	0.1%	ADD 7%
193	BSXBOSTON SCIENTIFIC CORP	5,379	$337,532	0.1%	ADD 33%
194	BTIBRITISH AMERN TOB PLC	5,720	$334,448	0.1%	ADD 21%
195	PFEPFIZER INC	11,889	$333,843	0.1%	ADD 9%
196	BLKBLACKROCK INC	347	$333,713	0.1%	ADD 2%
197	SYKSTRYKER CORPORATION	1,009	$331,547	0.1%	TRIM −3%
198	TTTRANE TECHNOLOGIES PLC	788	$328,391	0.1%	ADD 15%
199	BABAALIBABA GROUP HLDG LTD	2,572	$322,683	0.1%	ADD 19%
200	VTIVANGUARD INDEX FDS	1,000	$320,810	0.1%	ADD 45%

showing the top 200 by weight

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

TROWPRICE T ROWE GROUP INC

—

469K

462K

$42M

NVDANVIDIA CORPORATION

—

128K

$22M

AAPLAPPLE INC

—

59K

60K

$15M

MSFTMICROSOFT CORP

—

29K

31K

$12M

GOOGLALPHABET INC

—

27K

$8M

METAMETA PLATFORMS INC

—

14K

$8M

IWVISHARES TR

—

13K

18K

$7M

GLDSPDR GOLD TR

—

15K

$6M

AMZNAMAZON COM INC

—

29K

$6M

AVGOBROADCOM INC

—

17K

$5M

XOMEXXON MOBIL CORP

—

23K

24K

$4M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

$4M

SOSOUTHERN CO

—

35K

$3M

IWFISHARES TR

—

$3M

ANETARISTA NETWORKS INC

—

26K

$3M

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.

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