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American Trust

Q4 2025 · 13F-HR

American Trustholdings as filed

Filed 2026-02-17 · accession 0001905128-26-000002

$1.19B
Reported value
328
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500$181.4M15.2%289,240CommonSOLE
921937819BIVVANGUARD INTERMED TERM BOND ETF$89.6M7.53%1,147,691CommonSOLE
46434V621DGROISHARES CORE DIVIDEND GROWTH$66.7M5.61%960,971CommonSOLE
46654Q609JGROJPMORGAN ACTIVE GROWTH ETF$53.4M4.49%574,951CommonSOLE
922908736VUGVANGUARD GROWTH ETF$53.1M4.46%108,857CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$47.8M4.02%185,395CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$42.9M3.61%650,123CommonSOLE
922908629VOVANGUARD MID CAP INDEX ETF$34.6M2.91%119,080CommonSOLE
25434V799DFICDIMENSIONAL INTERNATIONAL CORE$34.5M2.90%1,000,934CommonSOLE
46090E103QQQINVESCO QQQ TRUST$29.8M2.50%48,495CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS$29.3M2.46%468,513CommonSOLE
46641Q837JPSTJP MORGAN ULTRA SHORT INCOME ET$26.6M2.23%525,224CommonSOLE
46654Q559JFLXJP MORGAN FLEXIBLE DEBT ETF$21.7M1.82%431,799CommonSOLE
037833100AAPLAPPLE INC$18.5M1.56%68,055CommonSOLE
594918104MSFTMICROSOFT$17.7M1.49%36,622CommonSOLE
25434V559DXUVDIMENSIONAL US VECTOR EQUITY ET$15.1M1.27%251,780CommonSOLE
46625H100JPMJP MORGAN CHASE$12.0M1.01%37,295CommonSOLE
808524771FNDXSCHWAB FUNDAMENTAL US LARGE COM$10.7M0.90%393,103CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS$10.7M0.90%198,235CommonSOLE
67066G104NVDANVIDIA CORP$10.2M0.86%54,813CommonSOLE
78462F103SPYSPDR S&P 500$8.5M0.72%12,488CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD$8.1M0.68%26,711CommonSOLE
872540109TJXTJX COMPANIES$7.3M0.61%47,434CommonSOLE
02079K305GOOGLALPHABET, INC. CLASS A$7.2M0.61%23,095CommonSOLE
032095101APHAMPHENOL CORP$7.0M0.59%51,685CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.0M0.58%33,611CommonSOLE
532457108LLYELI LILLY & CO$6.8M0.57%6,327CommonSOLE
023135106AMZNAMAZON.COM INC$6.5M0.55%28,177CommonSOLE
482480100KLACKLA CORP.$6.3M0.53%5,224CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$6.1M0.51%8,836CommonSOLE
92826C839VVISA INC$6.0M0.50%17,021CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.9M0.50%10,338CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$5.9M0.49%6,821CommonSOLE
922908769VTIVG TOTL STK VPRS$5.8M0.49%17,350CommonSOLE
172908105CTASCINTAS CORP.$5.7M0.48%30,101CommonSOLE
00287Y109ABBVABBVIE INC$5.2M0.44%22,661CommonSOLE
231021106CMICUMMINS INC$5.0M0.42%9,860CommonSOLE
464288307IMCGiShares Morningstar Mid-Cap Gro$5.0M0.42%62,488CommonSOLE
78464A409SPYGSPDR S&P 500 GROWTH ETF$4.6M0.38%42,713CommonSOLE
98149E303GLDMSPDR Gold MiniShares$4.5M0.38%52,282CommonSOLE
808513105SCHWSCHWAB CORP$4.3M0.37%43,470CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$4.1M0.34%29,120CommonSOLE
002824100ABTABBOTT LAB$4.0M0.33%31,666CommonSOLE
244199105DEDEERE CO$4.0M0.33%8,509CommonSOLE
46641Q118JMEEJPMorgan Small & Mid Cap Enh Eq$3.9M0.33%60,271CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YLD CORP$3.9M0.33%103,560CommonSOLE
65339F101NEENEXTERA ENERGY INC.$3.8M0.32%47,866CommonSOLE
437076102HDHOME DEPOT INC.$3.8M0.32%11,135CommonSOLE
713448108PEPPEPSI CO$3.8M0.32%26,550CommonSOLE
30303M102METAMETA PLATFORMS INC. CL A$3.7M0.31%5,662CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.7M0.31%4,202CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME$3.6M0.30%63,308CommonSOLE
11135F101AVGOBROADCOM INC.$3.6M0.30%10,410CommonSOLE
G1151C101ACNACCENTURE PLC$3.5M0.29%13,024CommonSOLE
863667101SYKSTRYKER CORP$3.4M0.29%9,805CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$3.2M0.27%16,657CommonSOLE
256677105DGDOLLAR GENERAL CORPORATION$3.2M0.27%24,140CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.2M0.27%5,497CommonSOLE
464285204IAUISHARES GOLD TRUST$3.1M0.26%38,446CommonSOLE
26875P101EOGEOG RESOURCES$3.1M0.26%29,105CommonSOLE
09290D101BLKBLACKROCK INC$3.0M0.25%2,759CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES, INC$2.9M0.24%15,614CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$2.9M0.24%84,986CommonSOLE
46137V274RSPUInvesco S&P 500 Equal Weight Ut$2.9M0.24%14,993CommonSOLE
882508104TXNTEXAS INSTRUMENTS$2.8M0.23%16,086CommonSOLE
742718109PGPROCTER & GAMBLE$2.7M0.23%18,859CommonSOLE
260003108DOVDOVER CORPORATION$2.7M0.22%13,640CommonSOLE
464287309IVWISHARES S&P GROWTH INDEX FD$2.6M0.22%21,104CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM$2.5M0.21%42,995CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$2.5M0.21%48,723CommonSOLE
23331A109DHID.R. HORTON INCORPORATED$2.4M0.20%16,705CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS,$2.3M0.20%10,486CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY$2.3M0.20%3,102CommonSOLE
704326107PAYXPAYCHEX INC$2.3M0.19%20,380CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$2.3M0.19%30,507CommonSOLE
824348106SHWSHERWIN WILLIAMS CO.$2.3M0.19%6,954CommonSOLE
808524300SCHGSCHWAB US LARGE-CAP GROWTH ETF$2.2M0.19%67,923CommonSOLE
02079K107GOOGALPHABET, INC. CLASS C$2.1M0.18%6,703CommonSOLE
98978V103ZTSZOETIS INC.$2.0M0.17%16,075CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$2.0M0.17%39,587CommonSOLE
46137V266RPGSHARES S&P 500 PURE GROWTH PORT$1.9M0.16%23,337CommonSOLE
78409V104SPGIS&P GLOBAL INC.$1.9M0.16%3,656CommonSOLE
084423102WRBWR BERKLEY CORP.$1.8M0.16%26,381CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.8M0.15%9,485CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE INDE$1.8M0.15%8,619CommonSOLE
654106103NKENIKE, INC$1.8M0.15%27,946CommonSOLE
464287705IJJISHARES S&P MIDCAP 400 VALUE IN$1.8M0.15%13,421CommonSOLE
922908744VTVVANGUARD VALUE ETF$1.7M0.14%8,879CommonSOLE
20030N101CMCSACOMCAST CORPORATION$1.6M0.14%54,565CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IND$1.6M0.14%3,441CommonSOLE
921910816MGKVanguard Mega Cap Growth ETF$1.6M0.13%3,887CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$1.6M0.13%3,170CommonSOLE
776696106ROPROPER INDUSTRIES INC.$1.6M0.13%3,565CommonSOLE
464287127ILCBISHARES MORNINGSTAR U.S. EQUITY$1.5M0.13%16,405CommonSOLE
46438F101IBITISHARES BITCOIN TR SHS$1.5M0.13%30,237CommonSOLE
N07059210ASMLASML HOLDING NV$1.4M0.12%1,328CommonSOLE
88160R101TSLATESLA MOTORS INC.$1.4M0.12%3,093CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$1.3M0.11%9,369CommonSOLE
892356106TSCOTRACTOR SUPPLY$1.3M0.11%26,775CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.11%9,990CommonSOLE
398182303AHRAmerican Healthcare REIT Inc Or$1.3M0.11%27,519CommonSOLE
931142103WMTWALMART INC.$1.3M0.11%11,568CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$1.3M0.11%1,885CommonSOLE
381430503GSLCGoldman Sachs ActiveBeta US LgC$1.3M0.11%9,615CommonSOLE
78463V107GLDSPDR GOLD TRGOLD SHS$1.2M0.10%3,084CommonSOLE
464289875AOMISHARES CORE MODERATE ALLOCATIO$1.2M0.10%25,565CommonSOLE
00724F101ADBEADOBE SYS INC$1.2M0.10%3,431CommonSOLE
922908595VBKVANGUARD SMALL CAP GROWTH ETF$1.2M0.10%3,948CommonSOLE
060505104BACBANK OF AMERICA$1.2M0.10%21,640CommonNONE
922908512VOEVANGUARD MID CAP VALUE ETF$1.1M0.09%6,367CommonSOLE
46435U663ESMLiShares ESG Aware MSCI USA Smal$1.1M0.09%15,492CommonSOLE
911363109URIUNITED RENTALS INC$1.1M0.09%1,368CommonSOLE
46137V464XMMOInvesco S&P MidCap Momentum ETF$1.1M0.09%7,867CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARK$1.1M0.09%15,859CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP.$1.1M0.09%21,611CommonSOLE
92206C102VGSHVANGUARD SHORT TERM GOVERNMENT$1.0M0.08%17,160CommonSOLE
32055Y201FIBKFIRST INTERSTATE BANCSYSTEM INC$988,5220.08%28,570CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$988,2080.08%8,223CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$970,0380.08%10,962CommonSOLE
464287481IWPISHARES RUSSELL MID CAP GROWTH$950,4970.08%6,941CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$935,8120.08%10,461CommonSOLE
46137V845PRNInvesco Dorsey Wright Industria$931,3570.08%8,909CommonSOLE
30231G102XOMEXXON MOBIL CORP$921,0820.08%7,654CommonNONE
464287101OEFISHARES S&P 100 INDEX FUND$920,9210.08%2,685CommonSOLE
78463X533EDIVSPDR S&P Emerging Markets Divid$876,9210.07%12,753CommonSOLE
464288208IMCBiShares Morningstar Mid Core In$863,9490.07%10,443CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS$853,7910.07%942CommonSOLE
N3167Y103RACEFerrari N.V.$839,2710.07%2,271CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$830,7070.07%4,220CommonNONE
81762P102NOWServiceNow Inc$803,7880.07%5,247CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$778,7450.07%1,375CommonSOLE
78468R853SPSMSPDR PORTFOLIO SMALL CAP ETF$772,8530.06%16,493CommonSOLE
H1467J104CBCHUBB LTD$740,0370.06%2,371CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC.$739,0360.06%138CommonNONE
464287150ITOTISHARES CORE S&P TOTAL US STOCK$727,1880.06%4,891CommonSOLE
02072L714BBLUEA BRIDGEWAY BLUE CHIP ETF$725,2650.06%47,527CommonSOLE
464287408IVEISHARES S&P 500 VAL IDX FD$717,1740.06%3,382CommonSOLE
461202103INTUINTUIT INC$714,0890.06%1,078CommonSOLE
808524201SCHXSCHWAB US LARGE CAP$707,1950.06%26,280CommonSOLE
92204A876VPUVANGUARD UTILITIES ETF$698,3090.06%3,774CommonSOLE
64110L106NFLXNETFLIX INC.$687,9170.06%7,337CommonSOLE
464287473IWSISHARES RUSSELL MIDCAP VALUE IN$685,2850.06%4,858CommonSOLE
464287176TIPISHARES BARCLAYS TIPS BOND$676,3330.06%6,154CommonSOLE
580135101MCDMCDONALDS$672,6920.06%2,201CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH$645,7250.05%2,332CommonSOLE
72201R775BONDPIMCO ACTIVE BOND ETF$645,0920.05%6,930CommonSOLE
369604301GEGE AEROSPACE$636,0820.05%2,065CommonSOLE
78467X109DIASPDR DOW JONES INDUST AVERAGE E$634,8080.05%1,321CommonSOLE
92537N108VRTVertiv Hldg Co Class A$629,5710.05%3,886CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE ETF$614,1570.05%2,900CommonSOLE
46428Q109SLVISHARES SILVER TRUST$602,8230.05%9,358CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE ETF$599,5860.05%6,560CommonSOLE
219948106CPAYCORPAY INC$574,7760.05%1,910CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$569,4670.05%15,391CommonSOLE
464288257ACWIiShares MSCI ACWI ETF$569,0200.05%4,022CommonSOLE
46434V456IQLTISHARES MSCI INTL QUALITY FACTO$560,9320.05%12,342CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY$560,6040.05%20,438CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC.$556,5710.05%1,510CommonNONE
38141G104GSGOLDMAN SACHS GRP$556,4070.05%633CommonSOLE
743315103PGRPROGRESSIVE CORP.$551,3100.05%2,421CommonSOLE
46436E205IBDUiShares iBonds Dec 2029 Term Co$548,8000.05%23,448CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Co$548,5040.05%21,548CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Co$547,5870.05%22,553CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Co$547,3560.05%22,590CommonSOLE
03831W108APPAppLovin Corp Cl A$537,7080.05%798CommonNONE
97717W307DLNWisdomTree US LargeCap Dividend$535,4030.05%1,114CommonSOLE
747525103QCOMQUALCOMM INC$535,3870.05%3,130CommonNONE
09789C861XONEBondBloxx Bloomberg One YrTrgDu$535,3810.05%1,927CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$528,0870.04%7,395CommonSOLE
92206C706VGITVANGUARD INTERMEDIATE TERM GOVE$527,6010.04%8,804CommonSOLE
94419L101WWAYFAIR INC$527,1530.04%5,250CommonNONE
33740U778BUFGFT Cboe Vest Buffered Allocatio$521,2960.04%18,942CommonSOLE
40412C101HCAHCA HOLDINGS INC.$516,3470.04%1,106CommonNONE
052769106ADSKAUTODESK INC$513,2810.04%1,734CommonNONE
617446448MSMORGAN STANLEY$491,7580.04%2,770CommonNONE
92189F676SMHVANECK VECTORS SEMICONDUCTOR ET$491,1400.04%1,364CommonSOLE
880770102TERTERADYNE INC.$485,4480.04%2,508CommonNONE
922020805VTIPVanguard Shrt-Term Infl-Prot Se$480,3520.04%9,712CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$476,1970.04%1,654CommonSOLE
808524409SCHVSCHWAB US LARGE CAP VALUE ETF$469,8530.04%15,868CommonSOLE
464287226AGGISHARES BARCLAYS AGGREGATE BD F$469,4130.04%4,700CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$465,6380.04%2,119CommonSOLE
983793100XPOXPO LOGISTICS INC.$463,8610.04%3,413CommonNONE
038222105AMATAPPLIED MATLS INC$461,2970.04%1,795CommonNONE
92206C870VCITVANGUARD INTERMEDIATE-TERM CORP$457,5630.04%5,463CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IND$448,8860.04%1,390CommonSOLE
861025104SYBTSTOCK YARDS BANCORP INC.$446,8560.04%6,880CommonSOLE
922908637VVVANGUARD LARGE CAP ETF$438,2020.04%1,392CommonSOLE
01741R102ATIATI INC COM$437,9240.04%3,816CommonNONE
001055102AFLAFLAC INC$435,7870.04%3,952CommonSOLE
58933Y105MRKMERCK & CO, INC. NEW$435,5660.04%4,138CommonNONE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WORLD$435,4010.04%9,804CommonSOLE
17275R102CSCOCISCO SYS INC$433,2170.04%5,624CommonSOLE
81369Y886XLUThe Utilities Select Sector SPD$431,9450.04%10,118CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples$431,2980.04%8,768CommonSOLE
464287663IUSViShares Core S&P US Value ETF$427,2220.04%4,166CommonSOLE
499049104KNXKnight-Swift Transportation Hol$416,8280.04%7,973CommonNONE
464287457SHYISHARES BARCLAYS 1-3 YR TREASUR$416,5640.04%5,030CommonSOLE
72201R833MINTPimco Enhanced Short Maturity E$410,4980.03%2,908CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS I$406,1880.03%7,424CommonSOLE
949746101WMT2WELLS FARGO & CO$405,7000.03%4,353CommonNONE
47103U886VNLAJANUS HENDERSON SHORT DURATION$405,6510.03%8,255CommonSOLE
464287671IUSGiShares Core S&P US Growth ETF$400,8350.03%2,387CommonSOLE
316092204FDISFIDELITY MSCI CONSUMER DISCRET$399,0370.03%3,906CommonSOLE
94106L109WMWASTE MANAGEMENT$390,8640.03%1,779CommonSOLE
705573103PEGAPegasystems Inc$389,3740.03%6,520CommonNONE
464288646IGSBISHARES SHORT-TERM CORPORATE BO$383,6600.03%7,255CommonSOLE
46436E726IBDVISHARES IBONDS DEC 2030 TERM CO$381,6120.03%17,291CommonSOLE
464287564ICFISHARES COHEN & STEERS REALTY M$379,9780.03%6,368CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUITY ETF$369,5850.03%15,374CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$368,6500.03%395CommonNONE
693475105PNCPNC BANK$361,3120.03%1,731CommonSOLE
92343V104VZVERIZON COMMUNICATN$354,2290.03%8,697CommonNONE
78467V848TOTLSPDR DOUBLELINE TOTAL RETURN TA$352,7560.03%8,764CommonSOLE
921932828VIOOVanguard S&P Small-Cap 600 Inde$352,2390.03%3,174CommonSOLE
81141R100SESEA LTD. ADR$352,2210.03%2,761CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$351,8650.03%1,643CommonNONE
808524607SCHASCHWAB US SMALL CAP$350,0020.03%12,289CommonSOLE
921932885IVOOVanguard S&P Mid-Cap 400 Index$347,7550.03%3,111CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL, IN$337,6420.03%2,105CommonNONE
254687106DISWALT DISNEY$337,5560.03%2,967CommonNONE
46138E727PXHInvesco FTSE RAFI Emerging Mark$333,5630.03%12,924CommonSOLE
60937P106MDBMONGODB INC.$332,3940.03%792CommonNONE
81369Y407XLYSECTOR CNSMR SPDR$330,2210.03%2,765CommonSOLE
58155Q103MCKMCKESSON CORP$329,7570.03%402CommonNONE
464287606IJKISHARES S&P MIDCAP 400 GROWTH I$323,3060.03%3,337CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORPORATIO$322,3960.03%1,024CommonNONE
921937827BSVVANGUARD ST BOND ETF$319,7410.03%4,057CommonSOLE
68389X105ORCLORACLE CORP$316,1440.03%1,622CommonSOLE
46641Q753JVALJPMorgan US Value Factor ETF$314,1640.03%6,401CommonSOLE
922908538VOTVANGUARD MID CAP GROWTH ETF$311,6510.03%1,116CommonSOLE
375558103GILDGILEAD SCIENCES INC.$310,0410.03%2,526CommonNONE
45784P101PODDInsulet Corporation$308,9690.03%1,087CommonNONE
053015103ADPAUTOMATIC DATA PROC$304,5600.03%1,184CommonSOLE
30212P303EXPEEXPEDIA INC.$303,1420.03%1,070CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$302,5990.03%2,941CommonNONE
031162100AMGNAMGEN$296,5430.02%906CommonNONE
632307104NTRANatera Inc Com$295,7550.02%1,291CommonNONE
775711104ROLROLLINS INC$293,9780.02%4,898CommonNONE
26969P108EXPEagle Materials Inc$291,6250.02%1,411CommonNONE
88579Y101MMM3M COMPANY$288,6600.02%1,803CommonNONE
548661107LOWLOWES COS INC$287,2220.02%1,191CommonNONE
803054204SAPSAP AG$285,1760.02%1,174CommonNONE
19247G107COHRCOHERENT CORP$279,9930.02%1,517CommonNONE
77543R102ROKUROKU INC.$278,8190.02%2,570CommonNONE
174610105CFGCITIZENS FINANCIAL GROUP INC.$276,9220.02%4,741CommonNONE
464287655IWMISHARES RUSSELL 2000 INDEX$276,8320.02%1,125CommonSOLE
172967424CCITIGROUP INC$274,3380.02%2,351CommonNONE
46434V647REETISHARES GLOBAL REIT ETF$271,3300.02%2,474CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$271,2600.02%1,320CommonNONE
316188309FBNDFidelity Total Bond ETF$270,7940.02%5,882CommonSOLE
00206R102TAT&T INC$268,9680.02%10,828CommonNONE
428291108HXLHEXCEL CORP$266,9270.02%3,612CommonNONE
497266106KEXKIRBY CORP.$266,0850.02%2,415CommonNONE
81369Y605XLFThe Financial Select Sector SPD$265,3260.02%4,844CommonSOLE
191216100KOCOCA-COLA$264,1200.02%3,778CommonSOLE
457669307INSMINSMED INC$263,4970.02%1,514CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES$263,0700.02%1,480CommonNONE
146869102CVNACarvana Co Cl A$261,6520.02%620CommonNONE
921946810VIGIVANGUARD INTL DIV APPREC ETF$259,5820.02%2,839CommonSOLE
149123101CATCATERPILLAR INC$259,5100.02%453CommonSOLE
387328107GVAGRANITE CONSTRUCTION INC$259,4220.02%2,249CommonNONE
464287242LQDISHARES IBOXX $ INVEST GRADE CO$258,3030.02%2,344CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX FD$257,4800.02%2,675CommonSOLE
049468101TEAMAtlassian Corp Cl A$256,1810.02%1,580CommonNONE
46138E511PGXINVESCO PREFERRED ETF$255,9650.02%22,773CommonSOLE
464288885EFGI SHARES MSCI EAFE GROWTH$255,7950.02%2,245CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$254,7360.02%925CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$254,6730.02%878CommonNONE
G0450A105ACGLArch Capital Group Ltd$254,4760.02%2,653CommonNONE
82889N699CTASimplify Managed Futures Strate$249,1830.02%4,141CommonSOLE
78464A300SLYVSPDR S&P 600 Small Cap Value ET$245,9590.02%2,704CommonSOLE
30161Q104EXELEXELIXIS INC$245,4480.02%5,600CommonNONE
05550J101BJBJS Wholesale Club Hldgs Inc$245,0620.02%2,722CommonNONE
808524706SCHESCHWAB EMERGING MARKETS EQUITY$242,7000.02%7,411CommonSOLE
97650W108WTFCWINTRUST FINL CORP$242,0280.02%1,731CommonNONE
G4705A100ICLRIcon PLC ADR$241,9880.02%1,328CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$239,8330.02%413CommonNONE
16411R208LNGCHENIERE ENERGY INC$238,3220.02%1,226CommonNONE
316092600FHLCFidelity MSCI Health Care Index$235,8990.02%3,176CommonSOLE
22052L104CTVACORTEVA INC.$234,4040.02%3,497CommonNONE
570535104MKLMARKEL CP HLDG CO$234,3120.02%109CommonNONE
55087P104LYFTLYFT INC. CLASS A$234,2610.02%12,094CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$234,1320.02%3,182CommonNONE
808524508SCHMSCHWAB US MID-CAP ETF$233,0400.02%7,750CommonSOLE
345370860FFORD MOTOR CO$231,6200.02%17,654CommonNONE
576485205MTDRMATADOR RESOURCES CO$231,2980.02%5,450CommonSOLE
003261104BCIABRDN BLOOMBERG ALL COMMODITY S$230,7010.02%5,112CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LT$230,3880.02%3,129CommonNONE
46429B267GOVTISHARES US TREASURY BOND ETF$229,8400.02%9,982CommonSOLE
922475108VEEVVEEVA SYSTEMS INC CLASS A$226,3550.02%1,014CommonNONE
H42097107UBSUBS AG$225,9460.02%4,879CommonNONE
29414B104EPAMEpam Sys Inc$224,3440.02%1,095CommonNONE
466313103JBLJABIL CIRCUIT INC$223,2320.02%979CommonNONE
759509102RSRELIANCE STL & ALMN$222,7190.02%771CommonNONE
758750103RRXRegal Rexnord Corporation$221,1440.02%1,576CommonNONE
74316P579AKREPROFESSIONALLY MANAGED PORTF AK$220,9590.02%3,373CommonSOLE
G54950103LINLINDE PLC$220,8700.02%518CommonNONE
679295105OKTAOKTA INC. CL A$219,6340.02%2,540CommonNONE
381430206GEMGoldman Sachs ActiveBeta EMkts$216,6630.02%2,069CommonSOLE
464287465EFAISHARES MSCI EAFE INDEX FD$215,7530.02%2,247CommonSOLE
97717W703DWMWisdomTree International Equity$215,6830.02%3,137CommonSOLE
216648501COOTHE COOPER COMPANIES INC$215,5550.02%2,630CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$214,7680.02%770CommonNONE
046353108AZNNASTRAZENECA PLC ADR$211,8070.02%2,304CommonNONE
88033G407THCTENET HEALTHCARE CORPORATION NE$211,2390.02%1,063CommonNONE
61174X109MNSTMONSTER BEVERAGE CORPORATION$210,8430.02%2,750CommonNONE
91307C102UTHRUNITED THERAPEUTICS$210,0050.02%431CommonNONE
00326A104SGOLAberdeen Standard Physical Swis$209,7860.02%5,107CommonSOLE
92204A801VAWVANGUARD MATERIALS INDEX FUND E$208,1160.02%1,003CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY F$207,5580.02%1,045CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$207,4550.02%1,380CommonNONE
464287168DVYISHARES DOW JONES SELECT DIVIDE$206,4780.02%1,463CommonSOLE
464287721IYWISHARES DJ US TECHNOLOGY SECTOR$206,2690.02%1,033CommonSOLE
92647N535USTBVictoryShares Short-Term Bond E$206,2450.02%4,057CommonSOLE
127190304CACICACI INTERNATIONAL INC.$205,6650.02%386CommonNONE
773903109ROKROCKWELL AUTOMATION INC$205,4290.02%528CommonNONE
71424F105PRPERMIAN RESOURCES CORP CL A$204,4590.02%14,573CommonNONE
G6683N103NUNU HOLDINGS LTD USD0.0000066666$202,5370.02%12,099CommonNONE
886364405SFYFSoFi Social 50 ETF$201,7680.02%1,450CommonSOLE
09260D107BXBLACKSTONE GROUP INC.$201,4610.02%1,307CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL$200,5940.02%3,320CommonNONE
90364P105PATHUIPATH INC CL A$189,9600.02%11,590CommonNONE
45569U101INDIIndie Semiconductor Inc Cl A$149,7960.01%42,435CommonNONE
05352A100AVTRAvantor Inc$125,3040.01%10,934CommonNONE
00090Q103ADTADT CORPORATION$121,3490.01%15,037CommonNONE
39813G109GDYNGRID DYNAMICS HOLDINGS INC ORDI$98,9960.01%10,963CommonNONE
35953C106FIPFTAI Infrastructure Inc Shs$78,5640.01%17,042CommonNONE

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.