MondegarAI
Linscomb Wealth, Inc.

Q1 2026 · 13F-HR

Linscomb Wealth, Inc.holdings as filed

Filed 2026-05-11 · accession 0001172661-26-001653

$2.25B
Reported value
337
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Linscomb Wealth, Inc. · Q1 2026

AI · grounded in 13F

Linscomb Wealth, Inc. established a new position in CGIE valued at $14.36M. The fund also initiated a new position in CINF for $4.59M and increased its stake in KO by 197.84%. On the sell side, the fund trimmed its holdings in MSFT by 16.47% and IJH by 15.37%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921943858VEAVANGUARD TAX-MANAGED FDS$249.7M11.1%3,896,828CommonSOLE
464287200IVVISHARES TR$186.9M8.32%286,184CommonSOLE
30231G102XOMEXXON MOBIL CORP$115.0M5.12%677,838CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$93.9M4.18%1,975,969CommonSOLE
464287507IJHISHARES TR$92.2M4.10%1,365,948CommonSOLE
464287465EFAISHARES TR$85.1M3.78%875,729CommonSOLE
97717W505DONWISDOMTREE TR$83.0M3.69%1,578,807CommonSOLE
922908769VTIVANGUARD INDEX FDS$45.1M2.01%140,659CommonSOLE
11135F101AVGOBROADCOM INC$38.4M1.71%123,910CommonSOLE
78464A763SDYSPDR SERIES TRUST$37.5M1.67%256,908CommonSOLE
037833100AAPLAPPLE INC$33.2M1.48%130,874CommonSOLE
594918104MSFTMICROSOFT CORP$32.7M1.45%88,322CommonSOLE
97717W208DHSWISDOMTREE TR$32.5M1.45%297,802CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$29.9M1.33%838,061CommonSOLE
512807306LRCXLAM RESEARCH CORP$24.1M1.07%112,828CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$22.5M1.00%76,567CommonSOLE
46434V456IQLTISHARES TR$20.7M0.92%448,093CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$19.3M0.86%257,812CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.1M0.81%74,211CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$17.6M0.78%385,241CommonSOLE
00287Y109ABBVABBVIE INC$16.9M0.75%77,674CommonSOLE
023135106AMZNAMAZON COM INC$15.9M0.71%76,110CommonSOLE
75513E101RTXRTX CORPORATION$15.1M0.67%78,092CommonSOLE
231021106CMICUMMINS INC$15.0M0.67%27,956CommonSOLE
969904101WSMWILLIAMS SONOMA INC$15.0M0.67%82,430CommonSOLE
02079K107GOOGALPHABET INC$14.4M0.64%50,351CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$14.4M0.64%424,704CommonSOLE
166764100CVXCHEVRON CORPORATION$13.8M0.61%66,784CommonSOLE
97717W315DEMWISDOMTREE TR$13.6M0.60%273,448CommonSOLE
87283Q107TCHPT ROWE PRICE ETF INC$12.8M0.57%289,448CommonSOLE
464288448IDVISHARES TR$12.7M0.57%299,147CommonSOLE
922908652VXFVANGUARD INDEX FDS$12.5M0.56%60,702CommonSOLE
172967424CCITIGROUP INC$12.4M0.55%109,565CommonSOLE
02079K305GOOGLALPHABET INC$12.4M0.55%43,129CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$12.1M0.54%361,077CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.0M0.53%19,788CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$11.8M0.53%79,907CommonSOLE
060505104BACBANK AMERICA CORP$11.8M0.52%241,392CommonSOLE
17275R102CSCOCISCO SYS INC$11.5M0.51%148,422CommonSOLE
58933Y105MRKMERCK & CO INC$11.3M0.50%93,611CommonSOLE
031162100AMGNAMGEN INC$11.0M0.49%31,399CommonSOLE
969457100WMBWILLIAMS COS INC$10.9M0.48%149,419CommonSOLE
92826C839VVISA INC$10.8M0.48%35,855CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.4M0.46%63,171CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$10.4M0.46%275,809CommonSOLE
580135101MCDMCDONALDS CORP$10.0M0.45%32,322CommonSOLE
09290D101BLKBLACKROCK INC$10.0M0.44%10,351CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$9.9M0.44%75,532CommonSOLE
256677105DGDOLLAR GEN CORP$9.7M0.43%81,805CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$9.6M0.43%33,391CommonSOLE
747525103QCOMQUALCOMM INC$9.5M0.42%73,921CommonSOLE
002824100ABTABBOTT LABORATORIES$9.5M0.42%92,695CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.8M0.39%50,179CommonSOLE
72201R775BONDPIMCO ETF TR$8.5M0.38%92,281CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.4M0.38%90,922CommonSOLE
464287168DVYISHARES TR$8.2M0.36%54,073CommonSOLE
97717W562EESWISDOMTREE TR$8.0M0.36%138,348CommonSOLE
03027X100AMTAMERICAN TOWER CORP$8.0M0.36%46,244CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.9M0.35%157,862CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.9M0.35%15,766CommonSOLE
713448108PEPPEPSICO INC$7.8M0.35%50,449CommonSOLE
30303M102METAMETA PLATFORMS INC$7.6M0.34%13,266CommonSOLE
438516106HONHONEYWELL INTL INC$7.6M0.34%33,524CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$7.5M0.33%11,554CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$7.4M0.33%305,895CommonSOLE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$7.2M0.32%116,015CommonSOLE
59156R108METMETLIFE INC$7.1M0.31%99,725CommonSOLE
464287614IWFISHARES TR$6.9M0.31%16,152CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$6.6M0.29%10,715CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$6.5M0.29%129,507CommonSOLE
617446448MSMORGAN STANLEY$6.4M0.29%39,121CommonSOLE
464287234EEMISHARES TR$6.4M0.28%112,777CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$6.3M0.28%94,122CommonSOLE
464287226AGGISHARES TR$6.2M0.28%62,822CommonSOLE
68389X105ORCLORACLE CORP$6.1M0.27%41,627CommonSOLE
464287598IWDISHARES TR$6.1M0.27%28,400CommonSOLE
717081103PFEPFIZER INC$6.0M0.27%214,294CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$6.0M0.26%91,590CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$5.9M0.26%62,744CommonSOLE
22052L104CTVACORTEVA INC$5.8M0.26%69,482CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.8M0.26%126,062CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.7M0.26%66,281CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS$5.7M0.26%19,968CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.7M0.25%28,850CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.7M0.25%5,681CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$5.4M0.24%18,489CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.4M0.24%18,858CommonSOLE
97717X651DGRSWISDOMTREE TR$5.3M0.24%100,693CommonSOLE
191216100KOCOCA COLA CO$5.2M0.23%68,456CommonSOLE
381430602GSSCGOLDMAN SACHS ETF TR$5.2M0.23%69,714CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$5.1M0.23%37,377CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$5.0M0.22%146,488CommonSOLE
863667101SYKSTRYKER CORPORATION$4.9M0.22%14,822CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.9M0.22%79,231CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.8M0.22%62,747CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$4.7M0.21%47,730CommonSOLE
172062101CINFCINCINNATI FINL CORP$4.6M0.20%29,159CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.4M0.20%27,426CommonSOLE
12572Q105CMECME GROUP INC$4.4M0.19%14,740CommonSOLE
22822V101CCICROWN CASTLE INC$4.3M0.19%53,367CommonSOLE
464287622IWBISHARES TR$4.3M0.19%12,018CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4.1M0.18%975CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.1M0.18%22,269CommonSOLE
548661107LOWLOWES COS INC$4.0M0.18%16,841CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$3.9M0.17%58,408CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$3.9M0.17%54,564CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$3.8M0.17%81,640CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$3.8M0.17%34,779CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.8M0.17%17,659CommonSOLE
97717W307DLNWISDOMTREE TR$3.8M0.17%42,308CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.8M0.17%10,979CommonSOLE
49446R109KIMKIMCO REALTY CORP$3.6M0.16%160,727CommonSOLE
291011104EMREMERSON ELEC CO$3.6M0.16%27,355CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.6M0.16%13,176CommonSOLE
907818108UNPUNION PAC CORP$3.6M0.16%14,650CommonSOLE
988498101YUMYUM BRANDS INC$3.5M0.16%22,766CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.5M0.16%17,182CommonSOLE
756109104OREALTY INCOME CORP$3.5M0.16%57,113CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.5M0.15%63,856CommonSOLE
504922105LHLABCORP HOLDINGS INC$3.4M0.15%12,899CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.4M0.15%5,743CommonSOLE
654106103NKENIKE INC$3.4M0.15%64,774CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.4M0.15%35,840CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.3M0.15%33,373CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$3.3M0.15%111,965CommonSOLE
369604301GEGE AEROSPACE$3.2M0.14%11,143CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.1M0.14%14,134CommonSOLE
29273V100ETENERGY TRANSFER L P$3.0M0.13%154,688CommonSOLE
278865100ECLECOLAB INC$2.8M0.13%10,643CommonSOLE
125523100CITHE CIGNA GROUP$2.8M0.12%10,378CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.7M0.12%76,518CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$2.7M0.12%71,671CommonSOLE
941848103WATWATERS CORP$2.6M0.12%8,796CommonSOLE
46090E103QQQINVESCO QQQ TR$2.6M0.12%4,519CommonSOLE
20825C104COPCONOCOPHILLIPS$2.6M0.11%19,442CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.5M0.11%32,103CommonSOLE
79466L302CRMSALESFORCE INC$2.5M0.11%13,531CommonSOLE
315616102FFIVF5 INC$2.5M0.11%8,563CommonSOLE
922908629VOVANGUARD INDEX FDS$2.4M0.11%8,525CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.11%5,017CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$2.3M0.10%35,058CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.3M0.10%8,834CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.2M0.10%143,060CommonSOLE
81762P102NOWSERVICENOW INC$2.2M0.10%21,133CommonSOLE
437076102HDHOME DEPOT INC$2.2M0.10%6,645CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.2M0.10%18,948CommonSOLE
78464A821MDYGSPDR SERIES TRUST$2.2M0.10%22,438CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.10%13,591CommonSOLE
497266106KEXKIRBY CORP$2.1M0.09%15,488CommonSOLE
922475108VEEVVEEVA SYS INC$2.0M0.09%11,604CommonSOLE
78463V107GLDSPDR GOLD TR$1.9M0.09%4,442CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.08%2,627CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.8M0.08%12,603CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.8M0.08%11,376CommonSOLE
46432F842IEFAISHARES TR$1.8M0.08%19,522CommonSOLE
464287499IWRISHARES TR$1.8M0.08%18,145CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$1.6M0.07%33,970CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P$1.6M0.07%25,000CommonSOLE
46138E222IDMOINVESCO EXCH TRADED FD TR II$1.6M0.07%28,963CommonSOLE
040413205ANETARISTA NETWORKS INC$1.6M0.07%12,933CommonSOLE
931142103WMTWALMART INC$1.6M0.07%12,481CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.5M0.07%33,126CommonNONE
88160R101TSLATESLA INC$1.5M0.07%4,058CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.5M0.07%6,093CommonSOLE
72201R585PYLDPIMCO ETF TR$1.5M0.07%57,089CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.5M0.07%20,532CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$1.5M0.07%15,862CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M0.07%6,006CommonSOLE
46434V613IUSBISHARES TR$1.4M0.06%31,163CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.4M0.06%19,533CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.06%2CommonSOLE
126408103CSXCSX CORP$1.4M0.06%34,801CommonSOLE
816851109SRESEMPRA$1.4M0.06%14,265CommonSOLE
670346105NUENUCOR CORP$1.4M0.06%8,000CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.06%8,130CommonSOLE
29250N105ENBENBRIDGE INC$1.2M0.06%23,039CommonNONE
09260D107BXBLACKSTONE INC$1.2M0.06%10,832CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.2M0.06%24,909CommonSOLE
78433H675QQQINEOS ETF TRUST$1.2M0.06%25,030CommonNONE
03743Q108APAAPA CORPORATION$1.2M0.05%29,059CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.05%5,064CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.05%2,860CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.05%6,209CommonSOLE
55336V100MPLXMPLX LP$1.2M0.05%21,100CommonSOLE
718546104PSXPHILLIPS 66$1.2M0.05%6,579CommonNONE
48251W104KKRKKR & CO INC$1.2M0.05%12,453CommonSOLE
87612G101TRGPTARGA RES CORP$1.1M0.05%4,544CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$1.1M0.05%26,067CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.05%2,273CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.1M0.05%2,545CommonSOLE
921910873MGCVANGUARD WORLD FD$1.1M0.05%4,599CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.1M0.05%5,440CommonSOLE
64110L106NFLXNETFLIX INC.$1.1M0.05%10,982CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$1.0M0.05%19,338CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.04%15,157CommonSOLE
532457108LLYELI LILLY & CO$990,8250.04%1,077CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$987,6180.04%22,883CommonSOLE
00206R102TAT&T INC$976,1510.04%33,672CommonSOLE
336917109FDLFIRST TR EXCHANGE-TRADED FD$951,7890.04%18,736CommonSOLE
464287101OEFISHARES TR$939,2610.04%2,953CommonSOLE
26969P108EXPEAGLE MATLS INC$932,6630.04%4,923CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$917,8760.04%6,907CommonSOLE
682680103OKEONEOK INC NEW$903,6360.04%9,997CommonSOLE
46434G103IEMGISHARES INC$901,5010.04%12,925CommonSOLE
375558103GILDGILEAD SCIENCES INC$900,0520.04%6,458CommonSOLE
464287804IJRISHARES TR$895,7640.04%7,206CommonSOLE
464287481IWPISHARES TR$890,3060.04%6,949CommonSOLE
46434V621DGROISHARES TR$888,4150.04%12,659CommonNONE
464287473IWSISHARES TR$888,1400.04%6,094CommonSOLE
025816109AXPAMERICAN EXPRESS CO$850,2720.04%2,811CommonSOLE
929160109VMCVULCAN MATLS CO$835,9610.04%3,070CommonSOLE
231561101CWCURTISS WRIGHT CORP$829,0220.04%1,217CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$812,2350.04%19,729CommonSOLE
464288158SUBISHARES TR$811,9560.04%7,624CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$762,9490.03%3,755CommonSOLE
78468R721TFISPDR SERIES TRUST$749,5610.03%16,532CommonSOLE
949746101WMT2WELLS FARGO & CO$749,1170.03%9,410CommonSOLE
020002101ALLALLSTATE CORP$697,1110.03%3,362CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$695,3250.03%8,629CommonSOLE
92189F700MOOVANECK ETF TRUST$682,3090.03%8,075CommonSOLE
464287408IVEISHARES TR$680,3380.03%3,222CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$675,1990.03%17,972CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$674,9330.03%26,323CommonSOLE
464287655IWMISHARES TR$667,5960.03%2,692CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$642,6840.03%3,387CommonSOLE
615394202MOG/AMOOG INC$636,8570.03%2,176CommonNONE
311900104FASTFASTENAL CO$631,8010.03%13,616CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$608,8840.03%6,078CommonSOLE
78464A409SPYGSPDR SERIES TRUST$602,9720.03%6,158CommonNONE
806857108SLBSLB LIMITED$594,8060.03%11,574CommonSOLE
858927106STELSTELLAR BANCORP INC$576,3150.03%15,742CommonSOLE
922908751VBVANGUARD INDEX FDS$574,6840.03%2,194CommonSOLE
74743L100QQNITY ELECTRONICS INC$556,6080.02%4,824CommonSOLE
921910725VSGXVANGUARD WORLD FD$555,9800.02%7,751CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$551,6580.02%12,045CommonSOLE
46432F834IXUSISHARES TR$540,9440.02%6,244CommonSOLE
922908512VOEVANGUARD INDEX FDS$533,4910.02%2,895CommonSOLE
842587107SOSOUTHERN CO$532,3390.02%5,515CommonSOLE
609207105MDLZMONDELEZ INTL INC$513,4610.02%8,908CommonSOLE
464287671IUSGISHARES TR$508,2960.02%3,277CommonSOLE
46284V101IRMIRON MTN INC DEL$506,0030.02%4,954CommonSOLE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$503,9670.02%7,420CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$496,7800.02%6,420CommonSOLE
44951W106IESCIES HOLDINGS INC$476,4700.02%1,000CommonSOLE
19623P101CBANCOLONY BANKCORP INC$466,8390.02%23,377CommonSOLE
G54950103LINLINDE PLC$463,3660.02%935CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$460,4870.02%35,098CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$434,2170.02%5,538CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$432,7440.02%2,080CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$427,4380.02%17,862CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$421,3110.02%2,817CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$420,4820.02%695CommonSOLE
H1467J104CBCHUBB LTD SWITZ$419,7980.02%1,288CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$416,8850.02%1,539CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$403,3570.02%7,970CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$401,6400.02%11,074CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$400,2320.02%13,045CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$388,4770.02%32,239CommonSOLE
440452100HRLHORMEL FOODS CORP$387,5650.02%17,111CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$381,6950.02%559CommonSOLE
097023105BABOEING CO$380,7930.02%1,913CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$380,3280.02%2,600CALLSOLE
92189F106GDXVANECK ETF TRUST$378,9290.02%4,129CommonNONE
464287606IJKISHARES TR$377,9960.02%3,757CommonSOLE
450913108IAGIAMGOLD CORP$376,4000.02%20,000CommonSOLE
31428X106FDXFEDEX CORP$376,1270.02%1,056CommonSOLE
780259305SHELSHELL PLC$367,6640.02%3,953CommonSOLE
92204A702VGTVANGUARD WORLD FD$360,1420.02%516CommonSOLE
92333F101VGVENTURE GLOBAL INC$355,5390.02%22,560CommonSOLE
87612E106TGTTARGET CORP$355,2870.02%2,931CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$355,0660.02%2,993CommonSOLE
20030N101CMCSACOMCAST CORP NEW$353,9980.02%12,330CommonSOLE
94106L109WMWASTE MGMT INC DEL$351,8090.02%1,531CommonSOLE
00214Q203ARKQARK ETF TR$345,7840.02%3,075CommonSOLE
855244109SBUXSTARBUCKS CORP$339,4150.02%3,789CommonSOLE
25746U109DDOMINION ENERGY INC$335,4600.01%5,426CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$332,2600.01%7,278CommonSOLE
254687106DISDISNEY WALT CO$328,8390.01%3,412CommonSOLE
G29183103ETNEATON CORP PLC$323,6920.01%905CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$323,4400.01%7,151CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$322,9830.01%5,325CommonSOLE
46428Q109SLVISHARES SILVER TR$322,7120.01%4,736CommonSOLE
651639106NEMNEWMONT CORP$322,0450.01%2,975CommonSOLE
316092816FDMOFIDELITY COVINGTON TRUST$320,4000.01%4,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$318,7450.01%2,179CommonSOLE
F92124100TTETOTALENERGIES SE$314,2000.01%3,454CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$313,4990.01%3,803CommonNONE
922908553VNQVANGUARD INDEX FDS$307,5230.01%3,467CommonSOLE
126650100CVSCVS HEALTH CORP$306,8950.01%4,273CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$306,7840.01%7,985CommonSOLE
464287648IWOISHARES TR$304,0820.01%969CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$303,8550.01%2,733CommonSOLE
G0403H108AONAON PLC$294,3760.01%912CommonSOLE
464287150ITOTISHARES TR$291,9860.01%2,050CommonSOLE
46435U663ESMLISHARES TR$288,5620.01%6,137CommonSOLE
36828A101GEVGE VERNOVA INC$285,4620.01%327CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$282,1700.01%1,427CommonSOLE
244199105DEDEERE & CO$276,9670.01%492CommonSOLE
66987V109NVSNOVARTIS AG$275,5610.01%1,804CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$274,3420.01%4,077CommonSOLE
464287564ICFISHARES TR$272,9350.01%4,410CommonSOLE
464288273SCZISHARES TR$272,4450.01%3,475CommonNONE
464287630IWNISHARES TR$264,4790.01%1,395CommonSOLE
260557103DOWDOW HLDGS INC$263,1200.01%6,317CommonSOLE
78463X434QEFASPDR INDEX SHS FDS$259,6640.01%2,784CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$259,4580.01%5,511CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$258,6160.01%9,286CommonSOLE
72201R833MINTPIMCO ETF TR$258,3650.01%2,569CommonSOLE
922908595VBKVANGUARD INDEX FDS$254,1930.01%841CommonSOLE
78464A854SPYMSPDR SERIES TRUST$253,8300.01%3,316CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$249,6850.01%894CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$247,8760.01%608CommonSOLE
464288414MUBISHARES TR$237,9890.01%2,242CommonSOLE
78468R739SHMSPDR SERIES TRUST$234,7980.01%4,909CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$233,9290.01%9,452CommonSOLE
92189F676SMHVANECK ETF TRUST$232,3410.01%606CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$231,3340.01%3,776CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$229,8070.01%7,611CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$226,3760.01%1,727CommonSOLE
46432F396MTUMISHARES TR$226,0710.01%942CommonSOLE
803054204SAPSAP SE$224,4570.01%1,311CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$224,3990.01%664CommonSOLE
88579Y101MMM3M CO$222,9290.01%1,535CommonSOLE
37954Y871URAGLOBAL X FDS$220,1220.01%4,545CommonSOLE
001055102AFLAFLAC INC$216,9940.01%1,978CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$215,4100.01%4,363CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$212,5100.01%1,076CommonSOLE
704326107PAYXPAYCHEX INC$212,4290.01%2,306CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$207,6580.01%1,082CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$206,7240.01%1,799CommonSOLE
739128106POWLPOWELL INDS INC$201,8230.01%373CommonSOLE
82509L107SHOPSHOPIFY INC$201,6540.01%1,700CommonSOLE
76680V108REIRING ENERGY INC$141,1770.01%92,272CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$138,0710.01%13,001CommonNONE
00123Q104AGNCAGNC INVT CORP$120,6740.01%12,031CommonNONE
30231G102XOMEXXON MOBIL CORP$50,8980.00%300CALLNONE
66510M204NAKNORTHERN DYNASTY MINERALS LT$37,1000.00%26,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.