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American Trust

Q1 2026 · 13F-HR

American Trustholdings as filed

Filed 2026-05-01 · accession 0001905128-26-000004

$1.13B
Reported value
313
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500$173.7M15.3%290,703CommonSOLE
921937819BIVVANGUARD INTERMED TERM BOND ETF$95.7M8.46%1,240,393CommonSOLE
46434V621DGROISHARES CORE DIVIDEND GROWTH$69.7M6.16%993,754CommonSOLE
922908736VUGVANGUARD GROWTH ETF$60.7M5.36%138,889CommonSOLE
46654Q609JGROJPMORGAN ACTIVE GROWTH ETF$51.1M4.51%604,032CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$49.3M4.36%188,242CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$44.5M3.93%658,800CommonSOLE
25434V799DFICDIMENSIONAL INTERNATIONAL CORE$38.7M3.42%1,088,939CommonSOLE
922908629VOVANGUARD MID CAP INDEX ETF$34.3M3.03%119,379CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS$29.5M2.61%460,453CommonSOLE
46641Q837JPSTJP MORGAN ULTRA SHORT INCOME ET$26.1M2.31%516,363CommonSOLE
46090E103QQQINVESCO QQQ TRUST$24.9M2.20%43,206CommonSOLE
46654Q559JFLXJP MORGAN FLEXIBLE DEBT ETF$22.4M1.98%450,071CommonSOLE
25434V559DXUVDIMENSIONAL US VECTOR EQUITY ET$15.6M1.38%262,819CommonSOLE
037833100AAPLAPPLE INC$14.2M1.26%56,094CommonSOLE
594918104MSFTMICROSOFT$11.2M0.99%30,235CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS$10.8M0.95%199,302CommonSOLE
808524771FNDXSCHWAB FUNDAMENTAL US LARGE COM$10.6M0.94%381,429CommonSOLE
46625H100JPMJP MORGAN CHASE$9.7M0.86%32,923CommonSOLE
78462F103SPYSPDR S&P 500$7.8M0.69%11,987CommonSOLE
67066G104NVDANVIDIA CORP$7.6M0.67%43,322CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD$7.3M0.65%21,695CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.0M0.62%28,784CommonSOLE
872540109TJXTJX COMPANIES$6.3M0.56%39,666CommonSOLE
482480100KLACKLA CORP.$6.0M0.53%4,101CommonSOLE
922908769VTIVG TOTL STK VPRS$5.7M0.51%17,882CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$5.6M0.50%5,670CommonSOLE
032095101APHAMPHENOL CORP$5.6M0.49%43,927CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$5.5M0.48%8,345CommonSOLE
532457108LLYELI LILLY & CO$5.3M0.47%5,752CommonSOLE
02079K305GOOGLALPHABET, INC. CLASS A$5.1M0.45%17,598CommonSOLE
464288307IMCGiShares Morningstar Mid-Cap Gro$4.9M0.43%62,034CommonSOLE
98149E303GLDMSPDR Gold MiniShares$4.6M0.41%49,461CommonSOLE
78464A409SPYGSPDR S&P 500 GROWTH ETF$4.4M0.39%45,202CommonSOLE
231021106CMICUMMINS INC$4.4M0.38%8,093CommonSOLE
00287Y109ABBVABBVIE INC$4.3M0.38%19,853CommonSOLE
92826C839VVISA INC$4.3M0.38%14,174CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.3M0.38%8,563CommonSOLE
023135106AMZNAMAZON.COM INC$4.3M0.38%20,541CommonSOLE
172908105CTASCINTAS CORP.$4.2M0.37%24,648CommonSOLE
244199105DEDEERE CO$4.0M0.35%7,068CommonSOLE
65339F101NEENEXTERA ENERGY INC.$3.9M0.35%42,310CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$3.9M0.35%26,761CommonSOLE
46641Q118JMEEJPMorgan Small & Mid Cap Enh Eq$3.8M0.34%57,600CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YLD CORP$3.8M0.33%101,805CommonSOLE
26875P101EOGEOG RESOURCES$3.7M0.33%25,741CommonSOLE
808513105SCHWSCHWAB CORP$3.5M0.31%37,462CommonSOLE
713448108PEPPEPSI CO$3.5M0.31%22,542CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME$3.5M0.31%61,724CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$3.4M0.30%69,228CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.3M0.29%3,642CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$3.1M0.28%13,936CommonSOLE
437076102HDHOME DEPOT INC.$3.1M0.28%9,566CommonSOLE
002824100ABTABBOTT LAB$2.9M0.26%28,419CommonSOLE
863667101SYKSTRYKER CORP$2.8M0.25%8,593CommonSOLE
742718109PGPROCTER & GAMBLE$2.8M0.25%19,459CommonSOLE
11135F101AVGOBROADCOM INC.$2.7M0.24%8,857CommonSOLE
30303M102METAMETA PLATFORMS INC. CL A$2.7M0.24%4,685CommonSOLE
882508104TXNTEXAS INSTRUMENTS$2.5M0.22%13,081CommonSOLE
09290D101BLKBLACKROCK INC$2.5M0.22%2,552CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$2.4M0.22%48,723CommonSOLE
260003108DOVDOVER CORPORATION$2.4M0.21%11,488CommonSOLE
256677105DGDOLLAR GENERAL CORPORATION$2.4M0.21%20,100CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM$2.4M0.21%42,751CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$2.3M0.20%31,506CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.20%4,632CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES, INC$2.2M0.20%12,773CommonSOLE
G1151C101ACNACCENTURE PLC$2.2M0.20%11,165CommonSOLE
060505104BACBANK OF AMERICA$2.2M0.19%44,489CommonSOLE
464287309IVWISHARES S&P GROWTH INDEX FD$2.2M0.19%19,079CommonSOLE
464285204IAUISHARES GOLD TRUST$2.1M0.18%23,373CommonSOLE
084423102WRBWR BERKLEY CORP.$1.9M0.17%28,966CommonSOLE
23331A109DHID.R. HORTON INCORPORATED$1.9M0.17%13,899CommonSOLE
98978V103ZTSZOETIS INC.$1.9M0.16%15,758CommonSOLE
824348106SHWSHERWIN WILLIAMS CO.$1.9M0.16%5,802CommonSOLE
02079K107GOOGALPHABET, INC. CLASS C$1.8M0.16%6,317CommonSOLE
922908744VTVVANGUARD VALUE ETF$1.8M0.16%9,093CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE INDE$1.8M0.16%8,263CommonSOLE
464287705IJJISHARES S&P MIDCAP 400 VALUE IN$1.8M0.16%13,272CommonSOLE
46137V845PRNInvesco Dorsey Wright Industria$1.8M0.16%9,035CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.7M0.15%7,934CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY$1.7M0.15%2,406CommonSOLE
464287127ILCBISHARES MORNINGSTAR U.S. EQUITY$1.6M0.14%17,801CommonSOLE
78409V104SPGIS&P GLOBAL INC.$1.5M0.14%3,637CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$1.5M0.13%30,202CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS,$1.5M0.13%9,260CommonSOLE
20030N101CMCSACOMCAST CORPORATION$1.5M0.13%51,585CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$1.5M0.13%3,043CommonSOLE
931142103WMTWALMART INC.$1.4M0.13%11,457CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IND$1.4M0.13%3,336CommonSOLE
654106103NKENIKE, INC$1.3M0.12%25,368CommonSOLE
921910816MGKVanguard Mega Cap Growth ETF$1.3M0.12%3,637CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.11%7,344CommonNONE
46137V274RSPUInvesco S&P 500 Equal Weight Ut$1.2M0.11%15,193CommonSOLE
46137V464XMMOInvesco S&P MidCap Momentum ETF$1.2M0.11%8,491CommonSOLE
922908512VOEVANGUARD MID CAP VALUE ETF$1.2M0.11%6,499CommonSOLE
808524300SCHGSCHWAB US LARGE-CAP GROWTH ETF$1.2M0.10%40,425CommonSOLE
46438F101IBITISHARES BITCOIN TR SHS$1.2M0.10%30,598CommonSOLE
922908595VBKVANGUARD SMALL CAP GROWTH ETF$1.2M0.10%3,884CommonSOLE
381430503GSLCGoldman Sachs ActiveBeta US LgC$1.2M0.10%9,302CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARK$1.1M0.10%16,297CommonSOLE
464289875AOMISHARES CORE MODERATE ALLOCATIO$1.1M0.10%23,589CommonSOLE
46137V266RPGSHARES S&P 500 PURE GROWTH PORT$1.1M0.10%23,902CommonSOLE
892356106TSCOTRACTOR SUPPLY$1.1M0.10%24,601CommonSOLE
776696106ROPROPER INDUSTRIES INC.$1.1M0.10%3,147CommonSOLE
N07059210ASMLASML HOLDING NV$1.1M0.10%815CommonSOLE
92204A876VPUVANGUARD UTILITIES ETF$1.0M0.09%5,091CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP.$987,4360.09%21,480CommonSOLE
32055Y201FIBKFIRST INTERSTATE BANCSYSTEM INC$954,2380.08%28,570CommonSOLE
92189F676SMHVANECK VECTORS SEMICONDUCTOR ET$935,1210.08%2,439CommonSOLE
78463V107GLDSPDR GOLD TRGOLD SHS$928,0000.08%2,157CommonSOLE
88160R101TSLATESLA MOTORS INC.$918,2230.08%2,470CommonSOLE
040413205ANETARISTA NETWORKS INC$913,9740.08%7,444CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$910,5080.08%10,058CommonSOLE
922908553VNQVANGUARD REAL ESTATE INDEX FUND$910,3250.08%10,263CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS$887,8000.08%812CommonSOLE
464287481IWPISHARES RUSSELL MID CAP GROWTH$877,4070.08%6,848CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$872,3640.08%7,018CommonSOLE
92206C102VGSHVANGUARD SHORT TERM GOVERNMENT$850,9830.08%14,537CommonSOLE
464287101OEFISHARES S&P 100 INDEX FUND$849,3960.08%2,670CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$827,1020.07%1,472CommonSOLE
78468R853SPSMSPDR PORTFOLIO SMALL CAP ETF$815,4820.07%16,877CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$807,9760.07%6,080CommonSOLE
911363109URIUNITED RENTALS INC$802,8730.07%1,102CommonSOLE
92537N108VRTVertiv Hldg Co Class A$761,7630.07%3,040CommonSOLE
H1467J104CBCHUBB LTD$746,0540.07%2,289CommonSOLE
464287408IVEISHARES S&P 500 VAL IDX FD$741,2430.07%3,511CommonSOLE
46434V456IQLTISHARES MSCI INTL QUALITY FACTO$704,0160.06%15,229CommonSOLE
02072L714BBLUEA BRIDGEWAY BLUE CHIP ETF$699,6940.06%47,405CommonSOLE
46428Q109SLVISHARES SILVER TRUST$697,1150.06%10,231CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$697,0170.06%1,512CommonSOLE
580135101MCDMCDONALDS$678,4550.06%2,183CommonSOLE
464287473IWSISHARES RUSSELL MIDCAP VALUE IN$675,9530.06%4,638CommonSOLE
46435U663ESMLiShares ESG Aware MSCI USA Smal$674,3430.06%14,342CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE ETF$669,4070.06%3,081CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY$639,8770.06%20,856CommonSOLE
72201R775BONDPIMCO ACTIVE BOND ETF$638,7510.06%6,924CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$624,9950.06%2,551CommonNONE
78467X109DIASPDR DOW JONES INDUST AVERAGE E$617,4810.05%1,333CommonSOLE
983793100XPOXPO LOGISTICS INC.$617,3070.05%3,173CommonNONE
464287150ITOTISHARES CORE S&P TOTAL US STOCK$617,0370.05%4,332CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH$607,3080.05%2,441CommonSOLE
464287176TIPISHARES BARCLAYS TIPS BOND$600,0880.05%5,438CommonSOLE
N3167Y103RACEFerrari N.V.$591,9490.05%1,749CommonSOLE
33740U778BUFGFT Cboe Vest Buffered Allocatio$580,1870.05%21,600CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE ETF$579,4610.05%6,824CommonSOLE
038222105AMATAPPLIED MATLS INC$574,8910.05%1,682CommonNONE
369604301GEGE AEROSPACE$547,6760.05%1,930CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Co$547,5820.05%22,590CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Co$546,6850.05%22,553CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Co$545,8110.05%21,548CommonSOLE
46436E205IBDUiShares iBonds Dec 2029 Term Co$545,4000.05%23,448CommonSOLE
81762P102NOWServiceNow Inc$536,9690.05%5,136CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC.$530,5000.05%126CommonNONE
38141G104GSGOLDMAN SACHS GRP$527,0520.05%623CommonSOLE
466313103JBLJABIL CIRCUIT INC$521,4320.05%1,963CommonNONE
00724F101ADBEADOBE SYS INC$518,0030.05%2,131CommonSOLE
808524201SCHXSCHWAB US LARGE CAP$517,7740.05%20,194CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$511,6250.05%1,879CommonSOLE
78463X533EDIVSPDR S&P Emerging Markets Divid$509,0510.04%12,894CommonSOLE
40412C101HCAHCA HOLDINGS INC.$490,2770.04%1,036CommonNONE
199908104FIXCOMFORT SYSTEMS USA INC$478,5100.04%347CommonNONE
58933Y105MRKMERCK & CO, INC. NEW$478,1530.04%3,975CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$475,9590.04%1,849CommonSOLE
461202103INTUINTUIT INC$470,8620.04%1,089CommonSOLE
876030107TPRTAPESTRY ORD SHS$468,4850.04%3,320CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION$460,8290.04%2,143CommonSOLE
64110L106NFLXNETFLIX INC.$458,2510.04%4,766CommonSOLE
861025104SYBTSTOCK YARDS BANCORP INC.$456,0750.04%6,880CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$450,0420.04%6,053CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IND$439,9480.04%1,402CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS I$439,4250.04%7,738CommonSOLE
92206C870VCITVANGUARD INTERMEDIATE-TERM CORP$438,2040.04%5,296CommonSOLE
617446448MSMORGAN STANLEY$434,7940.04%2,642CommonNONE
499049104KNXKnight-Swift Transportation Hol$434,4410.04%7,545CommonNONE
464288257ACWIiShares MSCI ACWI ETF$433,7200.04%3,134CommonSOLE
81369Y886XLUThe Utilities Select Sector SPD$423,5930.04%9,231CommonSOLE
001055102AFLAFLAC INC$419,5310.04%3,824CommonSOLE
219948106CPAYCORPAY INC$416,1160.04%1,430CommonSOLE
922908637VVVANGUARD LARGE CAP ETF$415,9990.04%1,392CommonSOLE
464288208IMCBiShares Morningstar Mid Core In$411,2260.04%4,929CommonSOLE
92204A306VDEVANGUARD ENERGY ETF$407,7830.04%2,357CommonSOLE
464287457SHYISHARES BARCLAYS 1-3 YR TREASUR$401,8730.04%4,867CommonSOLE
747525103QCOMQUALCOMM INC$396,6420.04%3,080CommonNONE
464287564ICFISHARES COHEN & STEERS REALTY M$396,4110.04%6,405CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$389,2100.03%12,159CommonSOLE
464287226AGGISHARES BARCLAYS AGGREGATE BD F$388,8840.03%3,917CommonSOLE
237266101DARDARLING INGREDIENTS INC$388,7270.03%6,285CommonNONE
808524805SCHFSCHWAB INTERNATIONAL EQUITY ETF$387,9580.03%15,675CommonSOLE
464288646IGSBISHARES SHORT-TERM CORPORATE BO$385,3090.03%7,331CommonSOLE
921932828VIOOVanguard S&P Small-Cap 600 Inde$382,7290.03%3,333CommonSOLE
46436E726IBDVISHARES IBONDS DEC 2030 TERM CO$378,5000.03%17,291CommonSOLE
464287671IUSGiShares Core S&P US Growth ETF$373,8540.03%2,410CommonSOLE
052769106ADSKAUTODESK INC$372,0280.03%1,554CommonNONE
743315103PGRPROGRESSIVE CORP.$366,9420.03%1,851CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD E$359,7000.03%4,790CommonSOLE
81141R100SESEA LTD. ADR$358,4840.03%4,329CommonNONE
693475105PNCPNC BANK$358,1230.03%1,721CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$354,5430.03%905CommonNONE
464287663IUSViShares Core S&P US Value ETF$351,8140.03%3,441CommonSOLE
808524409SCHVSCHWAB US LARGE CAP VALUE ETF$350,9740.03%11,507CommonSOLE
025072885AVUSAvantis U.S. Equity ETF$349,4200.03%3,143CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB$346,4930.03%5,713CommonNONE
78467V848TOTLSPDR DOUBLELINE TOTAL RETURN TA$344,4920.03%8,671CommonSOLE
149123101CATCATERPILLAR INC$344,3120.03%486CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL, IN$341,4270.03%2,065CommonNONE
464287606IJKISHARES S&P MIDCAP 400 GROWTH I$340,2800.03%3,382CommonSOLE
949746101WMT2WELLS FARGO & CO$336,1930.03%4,223CommonNONE
92343V104VZVERIZON COMMUNICATN$334,0310.03%6,654CommonNONE
46138E727PXHInvesco FTSE RAFI Emerging Mark$332,0830.03%12,341CommonSOLE
576485205MTDRMATADOR RESOURCES CO$330,2420.03%5,227CommonSOLE
921937827BSVVANGUARD ST BOND ETF$328,7870.03%4,193CommonSOLE
G5960L103MDTMEDTRONIC CORPORATION$327,6240.03%3,781CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$326,9120.03%1,607CommonNONE
01741R102ATIATI INC COM$325,5390.03%2,238CommonNONE
87612E106TGTTARGET CORP$320,0890.03%2,641CommonNONE
58155Q103MCKMCKESSON CORP$317,5870.03%367CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP INC$315,9670.03%4,711CommonNONE
497266106KEXKIRBY CORP.$314,7930.03%2,369CommonNONE
26969P108EXPEagle Materials Inc$307,8560.03%1,625CommonNONE
71424F105PRPERMIAN RESOURCES CORP CL A$305,5800.03%14,333CommonNONE
81369Y506XLEThe Energy Select Sector SPDR E$305,1680.03%4,982CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$303,0810.03%682CommonNONE
921932885IVOOVanguard S&P Mid-Cap 400 Index$302,5880.03%2,647CommonSOLE
77543R102ROKUROKU INC.$301,7430.03%3,189CommonNONE
46641Q753JVALJPMorgan US Value Factor ETF$300,3860.03%6,148CommonSOLE
127190304CACICACI INTERNATIONAL INC.$299,4390.03%562CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$296,6850.03%1,500CommonNONE
00206R102TAT&T INC$295,3790.03%10,189CommonNONE
36828A101GEVGE VERNOVA INC$295,0400.03%338CommonSOLE
00326A104SGOLAberdeen Standard Physical Swis$293,0390.03%6,567CommonSOLE
78464A300SLYVSPDR S&P 600 Small Cap Value ET$289,2690.03%3,058CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORPORATIO$283,0000.03%718CommonNONE
464288513HYGISHARES IBOXX $ HIGH YIELD CORP$281,8860.02%3,543CommonSOLE
808524706SCHESCHWAB EMERGING MARKETS EQUITY$281,7910.02%8,552CommonSOLE
064058100BKBANK OF NEW YORK MELLON$281,2720.02%2,371CommonNONE
464287655IWMISHARES RUSSELL 2000 INDEX$280,9590.02%1,133CommonSOLE
03831W108APPAppLovin Corp Cl A$280,5900.02%705CommonNONE
880770102TERTERADYNE INC.$280,4510.02%946CommonNONE
191216100KOCOCA-COLA$279,7880.02%3,679CommonSOLE
457669307INSMINSMED INC$279,6190.02%1,710CommonNONE
254687106DISWALT DISNEY$277,2850.02%2,877CommonNONE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WORLD$276,4120.02%6,055CommonSOLE
22052L104CTVACORTEVA INC.$273,8150.02%3,271CommonNONE
174610105CFGCITIZENS FINANCIAL GROUP INC.$269,9850.02%4,502CommonNONE
548661107LOWLOWES COS INC$269,5950.02%1,141CommonNONE
375558103GILDGILEAD SCIENCES INC.$266,6150.02%1,913CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$266,5670.02%2,321CommonNONE
55024U109LITELUMENTUM HOLDINGS INC.$266,3460.02%379CommonNONE
05550J101BJBJS Wholesale Club Hldgs Inc$264,3560.02%2,686CommonNONE
808524508SCHMSCHWAB US MID-CAP ETF$263,6020.02%8,514CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX FD$261,8700.02%2,693CommonSOLE
758750103RRXRegal Rexnord Corporation$258,4190.02%1,380CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$258,3520.02%3,138CommonNONE
166764100CVXCHEVRON CORP$258,0040.02%1,247CommonSOLE
17275R102CSCOCISCO SYS INC$257,9870.02%3,325CommonSOLE
031162100AMGNAMGEN$257,2020.02%731CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$255,4610.02%2,754CommonNONE
172967424CCITIGROUP INC$255,2860.02%2,251CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$254,4360.02%1,042CommonSOLE
88579Y101MMM3M COMPANY$253,1360.02%1,743CommonNONE
387328107GVAGRANITE CONSTRUCTION INC$252,4670.02%2,106CommonNONE
464287242LQDISHARES IBOXX $ INVEST GRADE CO$252,3030.02%2,315CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$252,0930.02%1,193CommonNONE
G0450A105ACGLArch Capital Group Ltd$249,0940.02%2,595CommonNONE
45784P101PODDInsulet Corporation$247,6110.02%1,180CommonNONE
46429B267GOVTISHARES US TREASURY BOND ETF$247,1620.02%10,788CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$247,0530.02%847CommonNONE
808524607SCHASCHWAB US SMALL CAP$244,1950.02%8,397CommonSOLE
705573103PEGAPegasystems Inc$244,0390.02%5,734CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY LT$242,0370.02%3,077CommonNONE
19247G107COHRCOHERENT CORP$241,7830.02%1,015CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$239,6820.02%871CommonNONE
053015103ADPAUTOMATIC DATA PROC$236,7050.02%1,165CommonSOLE
03073E105CORCENCORA INC$236,2330.02%752CommonNONE
G54950103LINLINDE PLC$235,4860.02%475CommonNONE
46138E511PGXINVESCO PREFERRED ETF$235,2050.02%21,618CommonSOLE
922020805VTIPVanguard Shrt-Term Infl-Prot Se$234,9860.02%4,704CommonSOLE
30212P303EXPEEXPEDIA INC.$232,7370.02%1,008CommonNONE
68389X105ORCLORACLE CORP$231,6980.02%1,575CommonSOLE
872590104TMUST MOBILE US INC.$227,6730.02%1,084CommonNONE
81369Y605XLFThe Financial Select Sector SPD$227,3870.02%4,606CommonSOLE
92204A801VAWVANGUARD MATERIALS INDEX FUND E$225,5950.02%1,001CommonSOLE
679295105OKTAOKTA INC. CL A$225,5040.02%2,865CommonNONE
464287168DVYISHARES DOW JONES SELECT DIVIDE$224,2920.02%1,481CommonSOLE
632307104NTRANatera Inc Com$223,5890.02%1,118CommonNONE
G0593M107AZNASTRAZENECA PLC$223,4500.02%1,133CommonNONE
464287465EFAISHARES MSCI EAFE INDEX FD$222,2050.02%2,288CommonSOLE
97717W703DWMWisdomTree International Equity$221,7970.02%3,174CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES$219,1270.02%1,498CommonNONE
G48833118WFRDWeatherford International PLC$217,9120.02%2,304CommonNONE
92206C409VCSHVANGUARD SHORT-TERM CORP BD IDX$215,0670.02%2,713CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL$215,0360.02%3,285CommonNONE
26441C204DUKDUKE ENERGY CORPORATION$207,8020.02%1,587CommonNONE
595112103MUMICRON TECH INC$204,7310.02%606CommonNONE
025816109AXPAMERICAN EXPRESS CO$204,1740.02%675CommonSOLE
718546104PSXPHILLIPS 66$203,6770.02%1,118CommonNONE
31428X106FDXFEDEX CORPORATION$203,0230.02%570CommonNONE
86333M108LRNSTRIDE INC$202,8790.02%2,301CommonNONE
75281A109RRCRANGE RESOURCES CORP$202,8130.02%4,489CommonNONE
58506Q109MEDPMedpace Holdings Inc.$202,6400.02%422CommonNONE
759509102RSRELIANCE STL & ALMN$202,4110.02%666CommonNONE
97650W108WTFCWINTRUST FINL CORP$202,2970.02%1,456CommonNONE
92647N535USTBVictoryShares Short-Term Bond E$202,2820.02%3,999CommonSOLE
66987V109NVSNOVARTIS AG ADR$201,9360.02%1,322CommonNONE
345370860FFORD MOTOR CO$195,6610.02%16,955CommonNONE
G6683N103NUNU HOLDINGS LTD USD0.0000066666$170,5580.02%11,869CommonNONE
45569U101INDIIndie Semiconductor Inc Cl A$142,8040.01%44,349CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$129,9000.01%25,825CommonNONE
05352A100AVTRAvantor Inc$80,3210.01%10,245CommonNONE
35953C106FIPFTAI Infrastructure Inc Shs$78,8770.01%15,967CommonNONE
39813G109GDYNGRID DYNAMICS HOLDINGS INC ORDI$58,5560.01%10,273CommonNONE
00091G104ACVAACV Auctions Inc Ordinary Share$53,1990.00%12,547CommonNONE

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.