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ASSETMARK, INC

Q2 2026 · 13F-HR

ASSETMARK, INCholdings as filed

Filed 2026-07-30 · accession 0001344551-26-000008

$58.17B
Reported value
3,558
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3558

CUSIPTickerIssuerValue% port.SharesClassVoting
921910816MGKVANGUARD WORLD FD$3.73B6.41%42,386,669CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.77B4.77%4,037,865CommonSOLE
921910840MGVVANGUARD WORLD FD$2.59B4.45%15,842,689CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.23B2.12%6,158,108CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.18B2.04%4,872,925CommonSOLE
72201R833MINTPIMCO ETF TR$1.05B1.80%10,403,312CommonSOLE
02079K305GOOGLALPHABET INC$976.7M1.68%2,733,011CommonSOLE
46432F842IEFAISHARES TR$922.8M1.59%9,554,572CommonSOLE
037833100AAPLAPPLE INC$893.6M1.54%3,088,319CommonSOLE
922908512VOEVANGUARD INDEX FDS$874.7M1.50%4,426,816CommonSOLE
46434G103IEMGISHARES INC$789.6M1.36%9,531,385CommonSOLE
594918104MSFTMICROSOFT CORP$782.3M1.34%2,097,112CommonSOLE
922908538VOTVANGUARD INDEX FDS$658.7M1.13%2,150,345CommonSOLE
46429B267GOVTISHARES TR$624.7M1.07%27,424,017CommonSOLE
78468R622JNKSPDR SERIES TRUST$601.1M1.03%6,237,851CommonSOLE
922908595VBKVANGUARD INDEX FDS$588.2M1.01%1,608,348CommonSOLE
11135F101AVGOBROADCOM INC$587.5M1.01%1,555,357CommonSOLE
46434V407SHYGISHARES TR$562.6M0.97%13,266,671CommonSOLE
464287200IVVISHARES TR$561.9M0.97%750,257CommonSOLE
30303M102METAMETA PLATFORMS INC$553.0M0.95%981,816CommonSOLE
464288513HYGISHARES TR$552.5M0.95%6,908,843CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$532.3M0.92%7,251,116CommonSOLE
464288620USIGISHARES TR$528.2M0.91%10,298,259CommonSOLE
78464A805SPTMSPDR SERIES TRUST$500.1M0.86%5,507,994CommonSOLE
922908769VTIVANGUARD INDEX FDS$481.8M0.83%1,301,970CommonSOLE
023135106AMZNAMAZON COM INC$474.8M0.82%1,992,239CommonSOLE
464288661IEIISHARES TR$462.7M0.80%3,939,898CommonSOLE
922908744VTVVANGUARD INDEX FDS$434.4M0.75%1,993,299CommonSOLE
78468R663BILSPDR SERIES TRUST$421.6M0.72%4,600,259CommonSOLE
464288638IGIBISHARES TR$419.3M0.72%7,886,379CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$412.1M0.71%8,804,599CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$409.5M0.70%5,747,711CommonSOLE
595112103MUMICRON TECHNOLOGY INC$400.8M0.69%347,209CommonSOLE
46432F396MTUMISHARES TR$391.0M0.67%1,140,605CommonSOLE
464287457SHYISHARES TR$375.9M0.65%4,577,908CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$363.3M0.62%7,501,131CommonSOLE
464288414MUBISHARES TR$360.8M0.62%3,352,646CommonSOLE
482480100KLACKLA CORP$349.1M0.60%1,157,055CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$338.1M0.58%624,068CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$334.8M0.58%4,402,769CommonSOLE
922908652VXFVANGUARD INDEX FDS$325.3M0.56%1,321,393CommonSOLE
922908736VUGVANGUARD INDEX FDS$301.4M0.52%3,499,308CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$285.1M0.49%597,043CommonSOLE
651639106NEMNEWMONT CORP$281.8M0.48%3,016,738CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$279.4M0.48%853,617CommonSOLE
78464A854SPYMSPDR SERIES TRUST$278.0M0.48%3,163,324CommonSOLE
038222105AMATAPPLIED MATLS INC$277.2M0.48%383,415CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$249.9M0.43%5,633,519CommonSOLE
464288653TLHISHARES TR$245.5M0.42%2,446,904CommonSOLE
35137L105FOXAFOX CORP$234.5M0.40%4,495,610CommonSOLE
958102105WDCWESTERN DIGITAL CORP$233.1M0.40%364,895CommonSOLE
00206R102TAT&T INC$223.1M0.38%10,778,072CommonSOLE
922908751VBVANGUARD INDEX FDS$215.1M0.37%709,612CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$211.6M0.36%1,556,094CommonSOLE
742718109PGPROCTER & GAMBLE CO$205.3M0.35%1,399,764CommonSOLE
02079K107GOOGALPHABET INC$200.7M0.35%568,024CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$195.0M0.34%6,626,112CommonSOLE
02209S103MOALTRIA GROUP INC$191.9M0.33%2,667,459CommonSOLE
46434V738IEURISHARES TR$191.7M0.33%2,550,620CommonSOLE
30161Q104EXELEXELIXIS INC$186.8M0.32%3,433,824CommonSOLE
78464A375SPIBSPDR SERIES TRUST$177.3M0.30%5,299,220CommonSOLE
464287804IJRISHARES TR$162.2M0.28%1,093,798CommonSOLE
78464A664SPTLSPDR SERIES TRUST$160.4M0.28%6,114,704CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$159.4M0.27%3,765,427CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$157.8M0.27%1,022,768CommonSOLE
88160R101TSLATESLA INC$157.3M0.27%373,933CommonSOLE
512807306LRCXLAM RESEARCH CORP$147.7M0.25%340,833CommonSOLE
464287226AGGISHARES TR$146.0M0.25%1,475,528CommonSOLE
46435G326IDEVISHARES TR$146.0M0.25%1,640,074CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$137.8M0.24%433,925CommonSOLE
718172109PMPHILIP MORRIS INTL INC$134.4M0.23%742,795CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$131.4M0.23%689,659CommonSOLE
92204A702VGTVANGUARD WORLD FD$130.9M0.23%1,095,198CommonSOLE
922908553VNQVANGUARD INDEX FDS$130.3M0.22%1,351,459CommonSOLE
46429B697USMVISHARES TR$129.9M0.22%1,346,488CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$128.7M0.22%250,522CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$128.5M0.22%3,078,885CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$126.7M0.22%1,808,380CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$125.3M0.22%250,492CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$121.6M0.21%1,574,720CommonSOLE
281020107EIXEDISON INTL$120.5M0.21%1,618,008CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$117.9M0.20%203,008CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$116.7M0.20%3,132,068CommonSOLE
464287176TIPISHARES TR$116.6M0.20%1,065,087CommonSOLE
92826C839VVISA INC$116.1M0.20%338,325CommonSOLE
125269100CFCF INDUSTRIES HOLD$116.0M0.20%1,071,254CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$115.0M0.20%1,394,660CommonSOLE
747525103QCOMQUALCOMM INC$114.9M0.20%621,976CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$113.6M0.20%1,356,911CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$113.6M0.20%637,567CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$113.2M0.19%1,663,733CommonSOLE
464286509EWCISHARES INC$111.6M0.19%1,935,629CommonSOLE
969904101WSMWILLIAMS SONOMA INC$110.5M0.19%474,021CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$110.0M0.19%1,191,983CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$108.9M0.19%1,317,245CommonSOLE
46429B655FLOTISHARES TR$106.4M0.18%2,084,199CommonSOLE
464287242LQDISHARES TR$106.3M0.18%974,526CommonSOLE
G3223R108EGEVEREST GROUP LTD$106.0M0.18%296,814CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$105.2M0.18%1,350,385CommonSOLE
65290E101NXTNEXTPOWER INC$104.8M0.18%879,605CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$104.4M0.18%787,534CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$103.7M0.18%2,814,600CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$103.3M0.18%1,346,530CommonSOLE
78464A672SPTISPDR SERIES TRUST$102.7M0.18%3,616,394CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$101.9M0.18%1,050,118CommonSOLE
20030N101CMCSACOMCAST CORP NEW$101.2M0.17%4,121,278CommonSOLE
46434V613IUSBISHARES TR$99.8M0.17%2,161,917CommonSOLE
001055102AFLAFLAC INC$95.8M0.16%816,744CommonSOLE
949746101WMT2WELLS FARGO & CO$95.6M0.16%1,157,264CommonSOLE
N07059210ASMLASML HLDG NV$95.5M0.16%48,017CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$94.6M0.16%1,585,390CommonSOLE
46435U853USHYISHARES TR$93.4M0.16%2,522,363CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$91.9M0.16%581,756CommonSOLE
922908629VOVANGUARD INDEX FDS$90.2M0.16%1,119,178CommonSOLE
031162100AMGNAMGEN INC$90.0M0.15%248,532CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$90.0M0.15%1,778,961CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$89.2M0.15%4,377,221CommonSOLE
464288646IGSBISHARES TR$88.9M0.15%1,695,928CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$87.6M0.15%2,587,733CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$86.8M0.15%1,634,072CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$84.6M0.15%627,996CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$84.1M0.14%1,673,562CommonSOLE
97717W471USDUWISDOMTREE TR$83.0M0.14%3,101,590CommonSOLE
369604301GEGE AEROSPACE$82.4M0.14%220,479CommonSOLE
464288679SHVISHARES TR$81.3M0.14%736,803CommonSOLE
46435G672IAGGISHARES TR$80.8M0.14%1,595,853CommonSOLE
78464A359CWBSPDR SERIES TRUST$80.1M0.14%743,030CommonSOLE
209115104EDCONSOLIDATED EDISON INC$79.3M0.14%717,113CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$79.1M0.14%1,570,410CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$78.7M0.14%3,138,758CommonSOLE
336433107FSLRFIRST SOLAR INC$78.6M0.14%333,310CommonSOLE
78464A870XBISPDR SERIES TRUST$78.6M0.14%496,739CommonSOLE
532457108LLYELI LILLY & CO$78.3M0.13%65,278CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$78.0M0.13%1,506,098CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$77.9M0.13%2,224,202CommonSOLE
464289511IGLBISHARES TR$77.8M0.13%1,554,643CommonSOLE
97717W851DXJWISDOMTREE TR$77.7M0.13%447,642CommonSOLE
464287325IXJISHARES TR$77.4M0.13%786,480CommonSOLE
46434V696IPACISHARES TR$77.1M0.13%940,857CommonSOLE
464286822EWWISHARES INC$75.1M0.13%997,989CommonSOLE
30231G102XOMEXXON MOBIL CORP$74.8M0.13%547,422CommonSOLE
464285204IAUISHARES GOLD TR$74.4M0.13%985,621CommonSOLE
681919106OMCOMNICOM GROUP INC$73.9M0.13%1,014,049CommonSOLE
92189H409HYDVANECK ETF TRUST$72.6M0.12%1,409,314CommonSOLE
78468R853SPSMSPDR SERIES TRUST$71.5M0.12%1,239,772CommonSOLE
66987V109NVSNOVARTIS AG$69.4M0.12%442,978CommonSOLE
457187102INGRINGREDION INC$69.3M0.12%732,211CommonSOLE
464288257ACWIISHARES TR$67.9M0.12%432,682CommonSOLE
78464A144SPBOSPDR SERIES TRUST$67.6M0.12%2,328,329CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$67.4M0.12%1,413,705CommonSOLE
92204A884VOXVANGUARD WORLD FD$67.2M0.12%365,421CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$67.0M0.12%1,359,717CommonSOLE
126650100CVSCVS HEALTH CORP$66.9M0.11%646,506CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$66.9M0.11%160,853CommonSOLE
075887109BDXBECTON DICKINSON & CO$66.2M0.11%437,422CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$65.5M0.11%402,060CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$65.0M0.11%800,416CommonSOLE
23331A109DHID R HORTON INC$63.9M0.11%392,029CommonSOLE
G5960L103MDTMEDTRONIC PLC$63.8M0.11%815,888CommonSOLE
882508104TXNTEXAS INSTRS INC$63.5M0.11%212,914CommonSOLE
745867101PHMPULTE GROUP INC$62.4M0.11%455,101CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$61.5M0.11%158,971CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$61.3M0.11%1,284,088CommonSOLE
78468R408SJNKSPDR SERIES TRUST$61.2M0.11%2,446,024CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$60.9M0.10%535,405CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$60.5M0.10%64,684CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$60.5M0.10%1,360,356CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$60.1M0.10%519,425CommonSOLE
464286285EMHYISHARES INC$59.6M0.10%1,466,720CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$59.5M0.10%338,656CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$59.1M0.10%845,930CommonSOLE
925652109VICIVICI PPTYS INC$59.1M0.10%2,226,057CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$58.2M0.10%1,085,682CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$56.2M0.10%686,225CommonSOLE
464287440IEFISHARES TR$55.9M0.10%590,829CommonSOLE
464287572IOOISHARES TR$55.8M0.10%408,367CommonSOLE
032654105ADIANALOG DEVICES INC$55.0M0.09%138,536CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$54.9M0.09%2,072,918CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$54.7M0.09%172,685CommonSOLE
833034101SNASNAP ON INC$54.5M0.09%135,340CommonSOLE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$54.1M0.09%1,536,270CommonSOLE
552848103MTGMGIC INVT CORP WIS$53.2M0.09%1,885,603CommonSOLE
20825C104COPCONOCOPHILLIPS$52.8M0.09%507,702CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$52.8M0.09%1,546,186CommonSOLE
92189F676SMHVANECK ETF TRUST$52.7M0.09%80,312CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$50.7M0.09%411,815CommonSOLE
52468L505LVHILEGG MASON ETF INVT$50.2M0.09%1,238,008CommonSOLE
29250N105ENBENBRIDGE INC$49.9M0.09%919,996CommonSOLE
72201R783HYSPIMCO ETF TR$49.7M0.09%531,701CommonSOLE
233051879ASHRDBX ETF TR$49.7M0.09%1,355,364CommonSOLE
032095101APHAMPHENOL CORP$47.7M0.08%270,341CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$47.5M0.08%1,122,260CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$47.4M0.08%535,374CommonSOLE
921909768VXUSVANGUARD STAR FDS$47.3M0.08%553,794CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$47.0M0.08%1,168,966CommonSOLE
464288281EMBISHARES TR$45.4M0.08%470,810CommonSOLE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$45.3M0.08%455,811CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$45.1M0.08%468,912CommonSOLE
75513E101RTXRTX CORPORATION$44.9M0.08%236,833CommonSOLE
496902404KGCKINROSS GOLD CORP$44.5M0.08%1,885,035CommonSOLE
369550108GDGENERAL DYNAMICS CORP$44.2M0.08%124,822CommonSOLE
064058100BKBANK OF NY MELLON CORP$43.9M0.08%303,879CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$43.8M0.08%149,463CommonSOLE
78464A383SPMBSPDR SERIES TRUST$43.8M0.08%1,962,264CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$43.2M0.07%370,580CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$43.2M0.07%585,764CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$42.8M0.07%593,368CommonSOLE
64110L106NFLXNETFLIX INC.$42.8M0.07%599,245CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$42.3M0.07%726,811CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$41.7M0.07%111,122CommonSOLE
060505104BACBANK OF AMER CORP$41.5M0.07%728,298CommonSOLE
931142103WMTWALMART INC$41.3M0.07%364,801CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$41.2M0.07%667,907CommonSOLE
G54950103LINLINDE PLC$41.2M0.07%79,353CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$41.1M0.07%321,550CommonSOLE
172967424CCITIGROUP INC$41.0M0.07%292,761CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$40.8M0.07%2,523,921CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$40.7M0.07%380,200CommonSOLE
464287721IYWISHARES TR$40.5M0.07%160,431CommonSOLE
833445109SNOWSNOWFLAKE INC$40.3M0.07%158,444CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$40.1M0.07%726,063CommonSOLE
78468R101SPTSSPDR SERIES TRUST$39.8M0.07%1,370,678CommonSOLE
478160104JNJJOHNSON & JOHNSON$39.8M0.07%156,545CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$39.4M0.07%248,542CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$39.1M0.07%170,168CommonSOLE
816851109SRESEMPRA$38.7M0.07%417,128CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$38.6M0.07%818,413CommonSOLE
629377508NRGNRG ENERGY INC$38.4M0.07%262,927CommonSOLE
254687106DISDISNEY WALT CO$38.3M0.07%397,882CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$38.1M0.07%1,388,326CommonSOLE
46266C105IQVIQVIA HLDGS INC$38.1M0.07%197,012CommonSOLE
26922A420QTUMETF SER SOLUTIONS$37.6M0.06%227,603CommonSOLE
617446448MSMORGAN STANLEY$37.5M0.06%179,567CommonSOLE
46429B689EFAVISHARES TR$37.2M0.06%424,169CommonSOLE
37954Y632AIQGLOBAL X FDS$37.2M0.06%566,694CommonSOLE
95040Q104WELLWELLTOWER INC$37.1M0.06%163,271CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$36.7M0.06%621,416CommonSOLE
09290C780BAIBLACKROCK ETF TRUST$36.6M0.06%695,064CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$36.6M0.06%463,040CommonSOLE
G0593M107AZNASTRAZENECA PLC$36.5M0.06%192,721CommonSOLE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$36.4M0.06%1,104,735CommonSOLE
09789C879XEMDBONDBLOXX ETF TRUST$36.3M0.06%809,097CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$36.2M0.06%35,816CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$35.6M0.06%794,529CommonSOLE
78468R606SPHYSPDR SERIES TRUST$35.5M0.06%1,514,621CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$35.1M0.06%6,072,960CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$34.9M0.06%303,379CommonSOLE
835699307SONYSONY GROUP CORP$34.9M0.06%1,738,714CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$34.5M0.06%1,335,444CommonSOLE
464287168DVYISHARES TR$34.3M0.06%219,483CommonSOLE
G0403H108AONAON PLC$34.2M0.06%102,990CommonSOLE
92189F643MOATVANECK ETF TRUST$34.0M0.06%326,978CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$33.8M0.06%432,921CommonSOLE
191216100KOCOCA COLA CO$33.5M0.06%411,865CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$33.4M0.06%66,520CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$32.5M0.06%353,347CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$32.5M0.06%113,045CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$32.5M0.06%641,928CommonSOLE
040413205ANETARISTA NETWORKS INC$32.5M0.06%191,058CommonSOLE
58933Y105MRKMERCK & CO INC$32.4M0.06%252,444CommonSOLE
233051432HYLBDBX ETF TR$32.3M0.06%885,297CommonSOLE
41151J505HGERHARBOR ETF TRUST$32.3M0.06%1,100,618CommonSOLE
G29183103ETNEATON CORP PLC$32.2M0.06%75,527CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$32.1M0.06%160,192CommonSOLE
166764100CVXCHEVRON CORPORATION$32.1M0.06%193,532CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$32.0M0.06%643,298CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$32.0M0.06%41,938CommonSOLE
370334104GISGENERAL MILLS INC$32.0M0.05%918,794CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$31.5M0.05%1,120,975CommonSOLE
46654Q559JFLXJ P MORGAN EXCHANGE TRADED F$31.2M0.05%619,515CommonSOLE
78468R721TFISPDR SERIES TRUST$31.2M0.05%680,591CommonSOLE
88031M109TSTENARIS S A$31.1M0.05%560,853CommonSOLE
00287Y109ABBVABBVIE INC$31.1M0.05%123,655CommonSOLE
78464A847SPMDSPDR SERIES TRUST$30.9M0.05%457,527CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$30.7M0.05%312,298CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$30.5M0.05%89,521CommonSOLE
58155Q103MCKMCKESSON CORP$30.4M0.05%40,291CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$30.3M0.05%61,055CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$30.2M0.05%466,733CommonSOLE
H1467J104CBCHUBB LIMITED$30.0M0.05%88,120CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$29.9M0.05%227,523CommonSOLE
97717Y527USFRWISDOMTREE TR$29.7M0.05%589,017CommonSOLE
889478103TOLTOLL BROTHERS INC$29.6M0.05%179,605CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$29.6M0.05%359,277CommonSOLE
78409V104SPGIS&P GLOBAL INC$29.6M0.05%72,603CommonSOLE
35473P389XUDVFRANKLIN TEMPLETON ETF TR$29.2M0.05%933,457CommonSOLE
042068205ARMARM HOLDINGS PLC$29.0M0.05%81,799CommonSOLE
37733W204GSKGSK PLC$28.9M0.05%551,436CommonSOLE
904767803ULUNILEVER PLC$28.8M0.05%479,181CommonSOLE
526057104LENLENNAR CORP$28.6M0.05%315,728CommonSOLE
64135A705NBOSNEUBERGER BERMAN ETF TRUST$28.5M0.05%1,018,963CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$28.5M0.05%214,808CommonSOLE
571903202MARMARRIOTT INTL INC NEW$28.4M0.05%76,736CommonSOLE
78468R440CERYSPDR SERIES TRUST$28.4M0.05%849,036CommonSOLE
46435G334EWUISHARES TR$28.2M0.05%610,806CommonSOLE
760125104RTORENTOKIL INITIAL PLC$28.1M0.05%980,871CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$27.9M0.05%682,871CommonSOLE
464287838IYMISHARES TR$27.4M0.05%152,872CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$27.3M0.05%219,083CommonSOLE
92939U106WECWEC ENERGY GROUP INC$27.3M0.05%233,459CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$27.2M0.05%322,581CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$27.0M0.05%4,635,820CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$26.9M0.05%19,462CommonSOLE
693718108PCARPACCAR INC$26.3M0.05%218,576CommonSOLE
902494103TSNTYSON FOODS INC$26.2M0.04%457,132CommonSOLE
244199105DEDEERE & CO$26.0M0.04%40,919CommonSOLE
437076102HDHOME DEPOT INC$26.0M0.04%73,584CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$25.5M0.04%487,832CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$25.4M0.04%677,053CommonSOLE
46090E103QQQINVESCO QQQ TR$25.3M0.04%34,347CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$25.2M0.04%597,541CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$25.1M0.04%868,195CommonSOLE
464288356CMFISHARES TR$25.1M0.04%436,085CommonSOLE
F92124100TTETOTALENERGIES SE$24.9M0.04%319,948CommonSOLE
548661107LOWLOWES COS INC$24.9M0.04%112,712CommonSOLE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$24.7M0.04%1,211,961CommonSOLE
92189H300EMLCVANECK ETF TRUST$24.7M0.04%966,770CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$24.7M0.04%488,279CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$24.5M0.04%334,627CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$24.5M0.04%461,214CommonSOLE
45168D104IDXXIDEXX LABS INC$24.4M0.04%46,428CommonSOLE
009066101ABNBAIRBNB INC$24.4M0.04%170,747CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$24.3M0.04%102,465CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$24.0M0.04%619,651CommonSOLE
464289859AOAISHARES TR$24.0M0.04%245,482CommonSOLE
216648501COOCOOPER COS INC$23.9M0.04%333,838CommonSOLE
92189H664SMHXVANECK ETF TRUST$23.8M0.04%371,907CommonSOLE
701094104PHPARKER-HANNIFIN CORP$23.6M0.04%24,154CommonSOLE
46434V860TFLOISHARES TR$23.6M0.04%466,404CommonSOLE
902973304USBUS BANCORP$23.5M0.04%388,871CommonSOLE
82509L107SHOPSHOPIFY INC$23.4M0.04%204,958CommonSOLE
98149E303GLDMWORLD GOLD TR$23.3M0.04%293,305CommonSOLE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$23.3M0.04%621,294CommonSOLE
09290D101BLKBLACKROCK INC$23.3M0.04%24,202CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$23.2M0.04%123,368CommonSOLE
64110W102NTESNETEASE COM INC$23.2M0.04%181,122CommonSOLE
G0176J109ALLEALLEGION PLC$23.0M0.04%163,446CommonSOLE
68389X105ORCLORACLE CORP$22.8M0.04%155,313CommonSOLE
504922105LHLABCORP HOLDINGS INC$22.6M0.04%80,594CommonSOLE
574599106MASMASCO CORP$22.4M0.04%275,455CommonSOLE
92189F130RAAXVANECK ETF TRUST$22.4M0.04%563,664CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$22.4M0.04%62,265CommonSOLE
14316J108CGCARLYLE GROUP INC$22.2M0.04%527,543CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$22.2M0.04%215,658CommonSOLE
29082A107EMBJEMBRAER S.A.$22.0M0.04%344,971CommonSOLE
464287309IVWISHARES TR$21.8M0.04%158,814CommonSOLE
79466L302CRMSALESFORCE INC$21.8M0.04%138,919CommonSOLE
03073E105CORCENCORA INC$21.5M0.04%75,878CommonSOLE
29364G103ETRENTERGY CORP NEW$21.4M0.04%186,014CommonSOLE
78464A649SPABSPDR SERIES TRUST$21.3M0.04%836,300CommonSOLE
36828A101GEVGE VERNOVA INC$21.2M0.04%18,013CommonSOLE
78463X400GXCSPDR INDEX SHS FDS$21.0M0.04%242,809CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$20.9M0.04%52,641CommonSOLE
M7516K103NVMINOVA LTD$20.8M0.04%38,345CommonSOLE
97717W281DGSWISDOMTREE TR$20.8M0.04%321,124CommonSOLE
219350105GLWCORNING INC$20.8M0.04%81,342CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$20.8M0.04%73,846CommonSOLE
92189H631TRUTVANECK ETF TRUST$20.7M0.04%658,643CommonSOLE
464288448IDVISHARES TR$20.4M0.04%492,388CommonSOLE
35473P629FLHYFRANKLIN TEMPLETON ETF TR$20.3M0.03%837,340CommonSOLE
98978V103ZTSZOETIS INC$20.3M0.03%282,029CommonSOLE
464289867AORISHARES TR$20.2M0.03%289,947CommonSOLE
03027X100AMTAMERICAN TOWER CORP$20.0M0.03%122,139CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$20.0M0.03%84,132CommonSOLE
025816109AXPAMERICAN EXPRESS CO$19.7M0.03%58,190CommonSOLE
81762P102NOWSERVICENOW INC$19.5M0.03%196,735CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$19.5M0.03%169,915CommonSOLE
863667101SYKSTRYKER CORPORATION$19.4M0.03%61,637CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$19.4M0.03%442,806CommonSOLE
78463V107GLDSPDR GOLD TR$19.3M0.03%52,455CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$19.3M0.03%711,757CommonSOLE
78464A508SPYVSPDR SERIES TRUST$19.2M0.03%315,142CommonSOLE
713448108PEPPEPSICO INC$19.0M0.03%140,615CommonSOLE
35473P546FLSPFRANKLIN TEMPLETON ETF TR$18.8M0.03%679,594CommonSOLE
33740F821AFLGFIRST TR EXCHNG TRADED FD VI$18.8M0.03%432,914CommonSOLE
65339F101NEENEXTERA ENERGY INC$18.7M0.03%213,170CommonSOLE
24477V105DFTXDEFINIUM THERAPEUTICS INC$18.7M0.03%396,542CommonSOLE
125523100CITHE CIGNA GROUP$18.1M0.03%65,779CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$17.9M0.03%54,203CommonSOLE
56167R820KAMOMANAGED PORTFOLIO SER$17.9M0.03%725,203CommonSOLE
89832Q109TFCTRUIST FINL CORP$17.9M0.03%358,572CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$17.7M0.03%521,129CommonSOLE
717081103PFEPFIZER INC$17.6M0.03%732,448CommonSOLE
37954Y657PFFDGLOBAL X FDS$17.6M0.03%943,083CommonSOLE
375558103GILDGILEAD SCIENCES INC$17.6M0.03%139,443CommonSOLE
464287549IGMISHARES TR$17.6M0.03%107,390CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$17.5M0.03%138,356CommonSOLE
17275R102CSCOCISCO SYS INC$17.4M0.03%148,324CommonSOLE
00724F101ADBEADOBE INC$17.4M0.03%84,950CommonSOLE
922475108VEEVVEEVA SYS INC$17.3M0.03%97,605CommonSOLE
35473P371XIDVFRANKLIN TEMPLETON ETF TR$17.3M0.03%479,502CommonSOLE
09290C699IDEFBLACKROCK ETF TRUST$17.2M0.03%541,576CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$17.1M0.03%157,703CommonSOLE
56501R106MFCMANULIFE FINL CORP$17.1M0.03%421,735CommonSOLE
00039J608HYFIAB ACTIVE ETFS INC$17.0M0.03%455,472CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$16.9M0.03%350,598CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$16.9M0.03%144,488CommonSOLE
217204106CPRTCOPART INC$16.9M0.03%597,919CommonSOLE
049560105ATOATMOS ENERGY CORP$16.8M0.03%97,684CommonSOLE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$16.8M0.03%235,329CommonSOLE
872540109TJXTJX COS INC NEW$16.6M0.03%109,881CommonSOLE
46435G102ICVTISHARES TR$16.6M0.03%136,735CommonSOLE
09290C731ISMFBLACKROCK ETF TRUST$16.6M0.03%595,205CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$16.6M0.03%354,563CommonSOLE
26875P101EOGEOG RES INC$16.5M0.03%127,297CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$16.4M0.03%301,959CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$16.4M0.03%291,065CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$16.4M0.03%62,081CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$16.4M0.03%119,983CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$16.4M0.03%280,922CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$16.4M0.03%298,150CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$16.4M0.03%298,006CommonSOLE
278865100ECLECOLAB INC$16.4M0.03%58,896CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$16.4M0.03%313,660CommonSOLE
464286210EUHYISHARES INC$16.4M0.03%304,427CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$16.4M0.03%268,827CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$16.4M0.03%275,323CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$16.4M0.03%291,563CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$16.4M0.03%313,125CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$16.3M0.03%272,104CommonSOLE
464287556IBBISHARES TR$16.2M0.03%85,289CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$16.2M0.03%426,280CommonSOLE
231021106CMICUMMINS INC$16.1M0.03%22,608CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$16.1M0.03%620,809CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$16.1M0.03%90,938CommonSOLE
871829107SYYSYSCO CORP$16.0M0.03%191,957CommonSOLE
464288588MBBISHARES TR$16.0M0.03%168,836CommonSOLE
464287515IGVISHARES TR$15.9M0.03%175,870CommonSOLE
97717W315DEMWISDOMTREE TR$15.9M0.03%295,951CommonSOLE
750917106RMBSRAMBUS INC DEL$15.9M0.03%119,875CommonSOLE
92204A405VFHVANGUARD WORLD FD$15.9M0.03%120,753CommonSOLE
801056102SANMSANMINA CORP$15.8M0.03%62,591CommonSOLE
464288158SUBISHARES TR$15.8M0.03%148,456CommonSOLE
89400J107TRUTRANSUNION$15.8M0.03%218,687CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$15.8M0.03%347,522CommonSOLE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$15.7M0.03%424,999CommonSOLE
907818108UNPUNION PAC CORP$15.7M0.03%57,676CommonSOLE
969457100WMBWILLIAMS COS INC$15.7M0.03%210,922CommonSOLE
803054204SAPSAP SE$15.6M0.03%101,442CommonSOLE
149123101CATCATERPILLAR INC$15.5M0.03%14,583CommonSOLE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$15.5M0.03%743,446CommonSOLE
55024U109LITELUMENTUM HLDGS INC$15.5M0.03%18,012CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$15.5M0.03%298,918CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$15.4M0.03%383,077CommonSOLE
18915M107NETCLOUDFLARE INC$15.3M0.03%62,325CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$15.2M0.03%26,378CommonSOLE
464288240ACWXISHARES TR$15.2M0.03%199,778CommonSOLE
74340W103PLDPROLOGIS INC.$15.2M0.03%111,889CommonSOLE
40412C101HCAHCA HEALTHCARE INC$15.1M0.03%38,805CommonSOLE
580135101MCDMCDONALDS CORP$15.1M0.03%55,876CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$15.0M0.03%184,763CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$15.0M0.03%279,075CommonSOLE
H2927K103AMRZAMRIZE LTD$14.9M0.03%280,419CommonSOLE
464288877EFVISHARES TR$14.9M0.03%194,912CommonSOLE
46654Q633JPHYJ P MORGAN EXCHANGE TRADED F$14.9M0.03%295,226CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$14.9M0.03%15,403CommonSOLE
92204A108VCRVANGUARD WORLD FD$14.8M0.03%37,305CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$14.7M0.03%379,150CommonSOLE
46432F834IXUSISHARES TR$14.6M0.03%207,433CommonSOLE
464287192IYTISHARES TR$14.5M0.02%167,400CommonSOLE
92840M102VSTVISTRA CORP$14.5M0.02%91,354CommonSOLE
92189F353HYEMVANECK ETF TRUST$14.5M0.02%720,015CommonSOLE
739128106POWLPOWELL INDS INC$14.4M0.02%50,365CommonSOLE
33735J101FTAFIRST TR EXCHANGE-TRADED ALP$14.3M0.02%147,384CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.2M0.02%315,460CommonSOLE
78468R515EMHCSPDR SERIES TRUST$14.2M0.02%558,691CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$14.2M0.02%279,439CommonSOLE
09290C863BALIBLACKROCK ETF TRUST$14.1M0.02%417,961CommonSOLE
88706T108TIMBTIM S A$14.0M0.02%654,385CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$13.9M0.02%61,463CommonSOLE
461202103INTUINTUIT$13.9M0.02%53,378CommonSOLE
126408103CSXCSX CORP$13.8M0.02%290,835CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$13.8M0.02%178,834CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$13.8M0.02%342,445CommonSOLE
147528103CASYCASEYS GEN STORES INC$13.7M0.02%17,266CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$13.7M0.02%39,668CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$13.6M0.02%174,334CommonSOLE
817565104SCISERVICE CORP INTL$13.6M0.02%179,516CommonSOLE
922908637VVVANGUARD INDEX FDS$13.6M0.02%39,489CommonSOLE
172908105CTASCINTAS CORP$13.6M0.02%79,761CommonSOLE
33740F490LALTFIRST TR EXCHNG TRADED FD VI$13.5M0.02%561,551CommonSOLE
67092P607NUSCNUSHARES ETF TR$13.4M0.02%257,008CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$13.3M0.02%17,759CommonSOLE
78468R200FLRNSPDR SERIES TRUST$13.2M0.02%429,451CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$13.2M0.02%618,950CommonSOLE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$13.2M0.02%615,234CommonSOLE
25754A201DPZDOMINOS PIZZA INC$13.2M0.02%44,449CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$13.1M0.02%84,288CommonSOLE
090572207BIOBIO RAD LABS INC$13.0M0.02%44,277CommonSOLE
148929102CAVACAVA GROUP INC$12.9M0.02%164,535CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$12.9M0.02%67,171CommonSOLE
98389B100XELXCEL ENERGY INC$12.8M0.02%159,864CommonSOLE
464288869IWCISHARES TR$12.8M0.02%63,990CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$12.7M0.02%539,236CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$12.6M0.02%242,828CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$12.6M0.02%47,872CommonSOLE
770700102HOODROBINHOOD MKTS INC$12.6M0.02%125,549CommonSOLE
773121108RKLBROCKET LAB CORP$12.6M0.02%123,483CommonSOLE
92343E102VRSNVERISIGN INC$12.5M0.02%49,878CommonSOLE
46434V621DGROISHARES TR$12.5M0.02%165,451CommonSOLE

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.