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Institutional

ALERUS FINANCIAL NA

CIK 0000919458
$2.02B
Reported AUM
510
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · ALERUS FINANCIAL NA · Q1 2026

AI · grounded in 13F

ALERUS FINANCIAL NA established a new position in Unilever PLC UL valued at $5.8M. The fund increased its holdings in Verizon Communications Inc VZ and Johnson & Johnson JNJ by 9.67% and 9.44% respectively. Conversely, the fund reduced its exposure to Eli Lilly & Co LLY by 8.03% and Tesla Inc TSLA by 3.82%.

Portfolio · Q1 2026

VOO$453.3MDFAX$285.9MIWRVCRBIXUSNVDAALRSAAPLOther$740.3MAN

Top holdings· first 500 of 510

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$453.3M22.44%+4,958+0.7%
2DFAXDIMENSIONAL ETF TRUST$36.30-3.82%28.82%57.51%$285.9M14.15%16,352−0.2%
3IWRISHARES TR$106.21-2.12%19.13%42.17%$95.2M4.71%+16,825+1.7%
4VCRBVANGUARD MALVERN FDS$76.64-0.40%5.79%10.22%$73.4M3.63%+11,834+1.3%
5IXUSISHARES TR$93.31-3.86%25.80%48.29%$73.3M3.63%47,439−5.3%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$58.8M2.91%2,249−0.7%
7ALRSALERUS FINL CORP$28.950.84%40.71%22.47%$53.2M2.63%47,458−2.1%
8AAPLAPPLE INC$307.34-1.25%51.31%116.17%$47.3M2.34%120−0.1%
9MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$39.2M1.94%+363+0.3%
10AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$36.1M1.79%3,973−3.3%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$33.5M1.66%4,097−3.4%
12VCLTVANGUARD SCOTTSDALE FDS$74.52-0.77%7.59%-13.51%$30.5M1.51%+17,084+4.4%
13AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$25.2M1.25%486−0.4%
14VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%4.93%11.78%$21.6M1.07%+18,777+7.4%
15XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$20.7M1.02%+4,418+3.8%
16JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$19.8M0.98%128−0.2%
17TSLATESLA INC$391.00-6.56%32.48%70.69%$16.8M0.83%1,796−3.8%
18LLYELI LILLY & CO$1131.420.55%48.00%387.10%$16.7M0.83%1,582−8.0%
19VTWOVANGUARD SCOTTSDALE FDS$113.83-3.53%34.67%36.35%$16.2M0.80%5,699−3.4%
20METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$15.6M0.77%+429+1.6%
21JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$15.3M0.76%+5,391+9.4%
22AAAUGOLDMAN SACHS PHYSICAL GOLD$42.57-3.64%30.10%135.71%$14.2M0.70%HELD
23CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$12.4M0.62%+23,966+17.6%
24VZVERIZON COMMUNICATIONS INC$45.371.11%10.56%10.94%$12.0M0.60%+21,122+9.7%
25WMTWALMART INC$118.880.97%22.99%166.67%$11.2M0.56%+1,430+1.6%
26BRK/BBERKSHIRE HATHAWAY INC DEL$11.1M0.55%+1,006+4.6%
27ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$11.0M0.54%5,242−14.6%
28TLTISHARES TR$85.06-0.51%4.59%-32.66%$10.8M0.53%+5,973+5.1%
29SOSOUTHERN CO$92.601.07%8.35%74.38%$10.6M0.53%38,229−25.8%
30IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$10.5M0.52%1,969−4.4%
31HPEHEWLETT PACKARD ENTERPRISE C$49.20-8.36%$10.0M0.50%87,919−17.3%
32MUMICRON TECHNOLOGY INC$864.01-13.25%$9.7M0.48%624−2.1%
33ABBVABBVIE INC$227.231.02%$9.6M0.48%+4,501+11.3%
34PHPARKER-HANNIFIN CORP$882.341.16%$8.9M0.44%282−2.7%
35GEGE AEROSPACE$328.000.11%$8.7M0.43%3,636−10.6%
36TAT&T INC$22.75-0.09%$8.6M0.43%25,445−7.9%
37CVXCHEVRON CORPORATION$187.31-0.55%$8.5M0.42%+2,134+5.5%
38VRTVERTIV HOLDINGS CO$300.51-7.23%$8.5M0.42%9,662−22.2%
39UNHUNITEDHEALTH GROUP INC$399.470.76%$8.2M0.41%1,180−3.7%
40NFLXNETFLIX INC.$82.180.76%$7.9M0.39%+3,232+4.1%
41CORCENCORA INC$275.041.75%$7.6M0.37%2,562−9.6%
42HDHOME DEPOT INC$310.780.27%$7.2M0.36%+3,260+17.5%
43WMT2WELLS FARGO & CO$7.0M0.35%2,810−3.1%
44TFCTRUIST FINL CORP$49.200.04%$7.0M0.35%20,278−11.8%
45TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$6.6M0.33%4,255−11.2%
46MRKMERCK & CO INC$120.790.44%$6.4M0.32%+13,787+35.0%
47CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$6.3M0.31%4,655−17.1%
48CATCATERPILLAR INC$904.28-3.85%$6.1M0.30%1,139−11.6%
49PGPROCTER & GAMBLE CO$146.544.09%$6.1M0.30%+9,825+30.2%
50LNGCHENIERE ENERGY INC$238.82-0.93%$5.9M0.29%5,464−20.9%
51ULUNILEVER PLC$56.723.03%$5.8M0.29%+102,522NEW
52DLRDIGITAL RLTY TR INC$186.79-1.01%$5.5M0.27%12,629−29.1%
53MAMASTERCARD INCORPORATED$491.081.93%$5.5M0.27%166−1.5%
54ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$5.3M0.26%5,208−13.3%
55PRUPRUDENTIAL FINL INC$104.621.26%$5.2M0.26%11,131−17.4%
56HEIHEICO CORP NEW$331.43-0.46%$5.1M0.25%3,182−14.5%
57MMM3M CO$153.760.65%$5.1M0.25%9,486−21.3%
58COFCAPITAL ONE FINL CORP$180.67-1.38%$5.1M0.25%89−0.3%
59ISRGINTUITIVE SURGICAL INC$422.060.77%$5.1M0.25%1,864−14.5%
60LNTALLIANT ENERGY CORP$72.872.07%$4.9M0.24%25,165−26.9%
61XLESELECT SECTOR SPDR TR$57.67-1.84%$4.9M0.24%21,532−21.3%
62BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$4.8M0.24%7,240−8.6%
63XLUSELECT SECTOR SPDR TR$44.350.93%$4.8M0.24%23,925−18.5%
64SHOPSHOPIFY INC$109.54-5.60%$4.7M0.23%5,384−12.1%
65BACBANK AMERICA CORP$53.83-0.63%$4.6M0.23%+29,025+44.5%
66BKBANK NEW YORK MELLON CORP$142.39-1.13%$4.4M0.22%7,266−16.3%
67STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$4.3M0.22%83−0.7%
68WSOWATSCO INC$371.380.63%$4.3M0.22%444−3.6%
69TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$4.3M0.21%497−5.4%
70COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$4.2M0.21%+389+10.0%
71BBYBEST BUY INC$71.540.77%$4.2M0.21%9,972−13.1%
72SCHWSCHWAB CHARLES CORP$88.840.95%$4.2M0.21%14,125−23.9%
73VVISA INC$323.571.06%$4.1M0.20%+3,896+40.9%
74MLMMARTIN MARIETTA MATLS INC$575.83-0.87%$4.0M0.20%1,384−16.8%
75ROKROCKWELL AUTOMATION INC$446.71-3.36%$3.8M0.19%4,131−28.0%
76ORCLORACLE CORP$213.68-9.59%$3.8M0.19%+2,598+11.3%
77PMPHILIP MORRIS INTL INC$178.291.89%$3.7M0.19%+120+0.5%
78BLKBLACKROCK INC$995.60-2.64%$3.6M0.18%1,013−21.3%
79HASHASBRO INC$84.18-0.34%$3.6M0.18%10,052−20.9%
80URIUNITED RENTALS INC$1067.77-1.55%$3.4M0.17%1,588−25.5%
81PFGPRINCIPAL FINANCIAL GROUP IN$105.221.65%$3.4M0.17%19,516−34.3%
82VTIVANGUARD INDEX FDS$363.38-2.68%$3.3M0.16%HELD
83MDTMEDTRONIC PLC$81.67-0.32%$3.3M0.16%16,133−29.8%
84AMATAPPLIED MATLS INC$453.01-9.71%$3.3M0.16%2,478−20.6%
85FITBFIFTH THIRD BANCORP$52.010.41%$3.2M0.16%543−0.8%
86CCITIGROUP INC$132.47-1.98%$3.1M0.16%152−0.5%
87IVVISHARES TR$740.91-2.62%$3.1M0.15%35−0.7%
88WDCWESTERN DIGITAL CORP$511.72-11.08%$3.0M0.15%5,565−33.4%
89PANWPALO ALTO NETWORKS INC$272.05-2.58%$3.0M0.15%+3,986+27.5%
90SJMSMUCKER J M CO$103.542.39%$2.9M0.14%14,060−32.0%
91XLPSELECT SECTOR SPDR TR$83.441.71%$2.9M0.14%8,509−19.6%
92MCDMCDONALDS CORP$279.842.61%$2.8M0.14%+3,551+66.5%
93KOCOCA COLA CO$79.483.46%$2.8M0.14%+17,640+94.5%
94AMDADVANCED MICRO DEVICES INC$466.38-10.86%$2.6M0.13%+10,139+354.8%
95MSMORGAN STANLEY$211.93-2.90%$2.5M0.13%1,900−10.9%
96SMGSCOTTS MIRACLE-GRO CO$57.671.48%$2.5M0.12%23,146−36.3%
97FASTFASTENAL CO$46.79-0.78%$2.4M0.12%20,116−28.1%
98NXPINXP SEMICONDUCTORS N V$295.96-8.15%$2.3M0.11%2,710−18.9%
99IVWISHARES TR$134.60-3.81%$2.3M0.11%1,868−8.5%
100XLBSELECT SECTOR SPDR TR$50.63-1.92%$2.2M0.11%12,077−21.7%
101BXBLACKSTONE INC$2.1M0.10%6,960−27.5%
102MCHPMICROCHIP TECHNOLOGY INC.$2.0M0.10%+8,278+36.3%
103NOWSERVICENOW INC$1.9M0.10%10,648−36.5%
104VCITVANGUARD SCOTTSDALE FDS$1.9M0.09%17,086−42.9%
105UPSUNITED PARCEL SVCS INC$1.9M0.09%+4,414+30.1%
106DOWDOW HLDGS INC$1.8M0.09%+43,115+4260.4%
107EOGEOG RES INC$1.8M0.09%+11,601+1933.5%
108QQQINVESCO QQQ TR$1.7M0.09%HELD
109METMETLIFE INC$1.7M0.09%+980+4.2%
110VVVANGUARD INDEX FDS$1.7M0.08%HELD
111ORLYOREILLY AUTOMOTIVE INC$1.7M0.08%7,226−28.3%
112RTXRTX CORPORATION$1.7M0.08%+8,270+2042.0%
113STTSTATE STR CORP$1.7M0.08%6,121−31.7%
114LINLINDE PLC$1.6M0.08%1,303−28.2%
115DDDUPONT DE NEMOURS INC$1.5M0.08%20,186−37.4%
116TXNTEXAS INSTRS INC$1.5M0.08%+5,323+203.4%
117COPCONOCOPHILLIPS$1.5M0.08%+10,069+659.4%
118DEDEERE & CO$1.5M0.08%+567+26.4%
119SPYSTATE STR SPDR S&P 500 ETF T$1.5M0.07%HELD
120PLTRPALANTIR TECHNOLOGIES INC$1.5M0.07%+9,363+1611.5%
121LMTLOCKHEED MARTIN CORP$1.4M0.07%+2,055+678.2%
122VTRVENTAS INC$1.4M0.07%4,160−19.9%
123PFEPFIZER INC$1.4M0.07%+46,853+2708.3%
124KMIKINDER MORGAN INC DEL$1.4M0.07%+40,453NEW
125CMCSACOMCAST CORP NEW$1.4M0.07%+46,712+12797.8%
126CEGCONSTELLATION ENERGY CORP$1.3M0.06%625−12.1%
127USBUS BANCORP$1.3M0.06%+16,982+236.6%
128ARMARM HOLDINGS PLC$1.2M0.06%12,018−59.3%
129MOALTRIA GROUP INC$1.2M0.06%+16,710+1126.0%
130BMYBRISTOL-MYERS SQUIBB CO$1.2M0.06%+19,760NEW
131ACNACCENTURE PLC IRELAND$1.2M0.06%+3,583+145.9%
132EIXEDISON INTL$1.2M0.06%+16,275NEW
133BSCQINVESCO EXCH TRD SLF IDX FD$1.2M0.06%+12,738+26.5%
134TGTTARGET CORP$1.2M0.06%+9,473+3432.2%
135OMCOMNICOM GROUP INC$1.2M0.06%+13,048+544.1%
136GILDGILEAD SCIENCES INC$1.2M0.06%+8,302+28627.6%
137KVUEKENVUE INC$1.1M0.05%+57,817+897.9%
138LRCXLAM RESEARCH CORP$1.1M0.05%+4,349+524.0%
139SWSMURFIT WESTROCK PLC$1.1M0.05%+27,168NEW
140OKEONEOK INC NEW$1.1M0.05%+11,708+5226.8%
141FEFIRSTENERGY CORP$1.1M0.05%+21,112NEW
142TMUST-MOBILE US INC$1.1M0.05%+5,004NEW
143EVRGEVERGY INC$1.0M0.05%+12,755NEW
144DRIDARDEN RESTAURANTS INC$1.0M0.05%+5,291NEW
145KHCKRAFT HEINZ CO$1.0M0.05%+45,838NEW
146AXPAMERICAN EXPRESS CO$1.0M0.05%60−1.7%
147WCCWESCO INTL INC$1.0M0.05%59−1.5%
148CVSCVS HEALTH CORP$1.0M0.05%+13,867+15580.9%
149SBUXSTARBUCKS CORP$997K0.05%+10,721+2602.2%
150ESEVERSOURCE ENERGY$987K0.05%+14,250NEW
151SNASNAP ON INC$975K0.05%+2,671+19078.6%
152MTBM & T BK CORP$968K0.05%+4,662+21190.9%
153KEYKEYCORP$966K0.05%+46,076+2175.4%
154GISGENERAL MILLS INC$962K0.05%+25,833NEW
155PAYXPAYCHEX INC$961K0.05%+10,430NEW
156DDOMINION ENERGY INC$949K0.05%+15,353NEW
157IPINTERNATIONAL PAPER CO$933K0.05%+26,128NEW
158TROWPRICE T ROWE GROUP INC$898K0.04%+9,857+9857.0%
159GSGOLDMAN SACHS GROUP INC$877K0.04%+720+227.1%
160IWMISHARES TR$873K0.04%61−1.7%
161FFORD MTR CO$872K0.04%+72,803+2638.7%
162IJHISHARES TR$839K0.04%HELD
163NEENEXTERA ENERGY INC$820K0.04%+7,436+534.2%
164GOOGALPHABET INC$815K0.04%+1,720+153.4%
165HPQHP INC$807K0.04%+42,002NEW
166VOVANGUARD INDEX FDS$800K0.04%+282+11.3%
167OTTROTTER TAIL CORP$792K0.04%HELD
168DUKDUKE ENERGY CORP NEW$753K0.04%+4,594+398.1%
169GPCGENUINE PARTS CO$751K0.04%+7,097+118283.3%
170DVYISHARES TR$749K0.04%HELD
171CMTCORE MOLDING TECHNOLOGIES IN$735K0.04%1,078−3.2%
172IJKISHARES TR$683K0.03%3−0.0%
173BRBSBLUE RIDGE BANKSHARES INC VA$635K0.03%35,015−18.8%
174LLOEWS CORP$631K0.03%+5,911NEW
175DHRDANAHER CORP DEL$624K0.03%+33+1.0%
176CRMSALESFORCE INC$617K0.03%+3,284+15638.1%
177EFGISHARES TR$593K0.03%HELD
178DISDISNEY WALT CO$592K0.03%+5,494+843.9%
179MRSHMARSH & MCLENNAN COS INC$567K0.03%786−19.4%
180LOWLOWES COS INC$564K0.03%+1,492+166.9%
181HONHONEYWELL INTL INC$555K0.03%+1,964+398.4%
182ECLECOLAB INC$555K0.03%+991+90.6%
183BKNGBOOKING HOLDINGS INC$552K0.03%+121+1210.0%
184HIGHARTFORD INSURANCE GROUP INC$540K0.03%+3,943+7439.6%
185NSCNORFOLK SOUTHN CORP$518K0.03%18−1.0%
186ADIANALOG DEVICES INC$499K0.02%+1,530+3923.1%
187GEVGE VERNOVA INC$473K0.02%+201+58.9%
188IJRISHARES TR$471K0.02%15−0.4%
189CENTACENTRAL GARDEN & PET CO$468K0.02%HELD
190OKTAOKTA INC$465K0.02%766−11.5%
191TRVTRAVELERS COMPANIES INC$464K0.02%+1,590NEW
192OREALTY INCOME CORP$453K0.02%+7,401NEW
193APHAMPHENOL CORP$449K0.02%+3,532+16819.0%
194PGRPROGRESSIVE CORP$443K0.02%+2,199+6108.3%
195CBCHUBB LTD SWITZ$427K0.02%41−3.0%
196CPCANADIAN PACIFIC KANSAS CITY$409K0.02%+4,048+352.9%
197AGGISHARES TR$390K0.02%+3,908+17763.6%
198XELXCEL ENERGY INC$386K0.02%HELD
199WELLWELLTOWER INC$380K0.02%+1,923NEW
200INTCINTEL CORP$379K0.02%+1,803+26.6%
201SPGIS&P GLOBAL INC$376K0.02%236−21.1%
202QCOMQUALCOMM INC$367K0.02%HELD
203BSJQINVESCO EXCH TRD SLF IDX FD$358K0.02%+12,858+500.3%
204HCAHCA HEALTHCARE INC$349K0.02%+738NEW
205ABTABBOTT LABORATORIES$338K0.02%+967+41.6%
206NEMNEWMONT CORP$334K0.02%+2,132+223.2%
207FCXFREEPORT MCMORAN INC$330K0.02%500−8.2%
208VXFVANGUARD INDEX FDS$324K0.02%HELD
209PEPPEPSICO INC$323K0.02%+963+86.0%
210EMREMERSON ELEC CO$323K0.02%HELD
211BUFRFIRST TR EXCHNG TRADED FD VI$322K0.02%+9,548NEW
212XLKSELECT SECTOR SPDR TR$287K0.01%20−0.9%
213DVNDEVON ENERGY CORP NEW$262K0.01%+5,090+4544.6%
214RYROYAL BK CDA$259K0.01%HELD
215CHRWC H ROBINSON WORLDWIDE IN$253K0.01%HELD
216EXPEEXPEDIA GROUP INC$252K0.01%HELD
217HLTHILTON WORLDWIDE HLDGS INC$251K0.01%+779+1693.5%
218AIGAMERICAN INTL GROUP INC$250K0.01%+3,328NEW
219PSAPUBLIC STORAGE OPER CO$244K0.01%+899NEW
220ETRENTERGY CORP NEW$229K0.01%+2,035NEW
221UNPUNION PAC CORP$224K0.01%+731+382.7%
222TTTRANE TECHNOLOGIES PLC$222K0.01%+507+2028.0%
223HBANHUNTINGTON BANCSHARES INC$216K0.01%+13,818NEW
224SYKSTRYKER CORPORATION$213K0.01%HELD
225XLVSELECT SECTOR SPDR TR$208K0.01%HELD
226FDXFEDEX CORP$205K0.01%6−1.0%
227IBBISHARES TR$204K0.01%147−10.9%
228GLWCORNING INC$203K0.01%+1,494NEW
229IVEISHARES TR$201K0.01%HELD
230VXUSVANGUARD STAR FDS$199K0.01%1,373−34.7%
231FXEINVESCO CURRENCYSHARES EURO$199K0.01%HELD
232QUREQUANTA SVCS INC$197K0.01%+358NEW
233NUENUCOR CORP$188K0.01%HELD
234VICIVICI PPTYS INC$186K0.01%+6,623+3449.5%
235QSRRESTAURANT BRANDS INTL INC$186K0.01%454−15.3%
236INTUINTUIT$185K0.01%+427NEW
237FISVFISERV INC$184K0.01%+3,175+2540.0%
238FIXCOMFORT SYS USA INC$183K0.01%+133NEW
239BURLBURLINGTON STORES INC$179K0.01%HELD
240NDAQNASDAQ INC$175K0.01%+2,004+3340.0%
241JPSTJ P MORGAN EXCHANGE TRADED F$172K0.01%+3,397NEW
242CTSHCOGNIZANT TECHNOLOGY SOLUTIO$172K0.01%+1,898+210.2%
243IJJISHARES TR$166K0.01%HELD
244MKORMATTHEWS ASIA FDS$166K0.01%+3,808NEW
245SRESEMPRA$165K0.01%+1,701NEW
246IJTISHARES TR$165K0.01%HELD
247REGREGENCY CTRS CORP$164K0.01%+2,166NEW
248EFAISHARES TR$162K0.01%88−5.0%
249VYMVANGUARD WHITEHALL FDS$161K0.01%380−25.9%
250CLCOLGATE PALMOLIVE CO$155K0.01%+1,822NEW
251ENBENBRIDGE INC$153K0.01%+2,123+299.9%
252WRAPWRAP TECHNOLOGIES INC$151K0.01%HELD
253NOCNORTHROP GRUMMAN CORP$143K0.01%HELD
254ADPAUTOMATIC DATA PROCESSING IN$141K0.01%+605+687.5%
255XUSPINNOVATOR ETFS TRUST$139K0.01%HELD
256EQHEQUITABLE HLDGS INC$138K0.01%29,184−88.7%
257CLXCLOROX CO DEL$134K0.01%304−19.0%
258VMCVULCAN MATLS CO$132K0.01%+483NEW
259MINTPIMCO ETF TR$128K0.01%+1,270NEW
260TELTE CONNECTIVITY PLC$125K0.01%+596NEW
261FTVFORTIVE CORP$123K0.01%43−1.9%
262RDIVINVESCO EXCH TRADED FD TR II$121K0.01%HELD
263IDXXIDEXX LABS INC$112K0.01%HELD
264APOAPOLLO GLOBAL MGMT INC$109K0.01%HELD
265VLTOVERALTO CORP$109K0.01%3−0.2%
266CSXCSX CORP$101K0.00%150−5.8%
267EPDENTERPRISE PRODS PARTNERS L$98K0.00%250−8.8%
268VBKVANGUARD INDEX FDS$94K0.00%HELD
269TTETOTALENERGIES SE$91K0.00%+1,005NEW
270MICCMAGNUM ICE CREAM CO NV$90K0.00%+6,030NEW
271MCKMCKESSON CORP$90K0.00%HELD
272EQIXEQUINIX INC$88K0.00%25−21.7%
273SHWSHERWIN WILLIAMS CO$86K0.00%+269NEW
274TPLTEXAS PACIFIC LAND CORPORATI$85K0.00%HELD
275IEFISHARES TR$85K0.00%36−3.9%
276GWWWW GRAINGER INC$82K0.00%17−18.5%
277JPLDJ P MORGAN EXCHANGE TRADED F$80K0.00%+1,529NEW
278ADBEADOBE INC$78K0.00%8−2.4%
279PULSPGIM ETF TR$76K0.00%+1,542NEW
280VBVANGUARD INDEX FDS$76K0.00%HELD
281BSCRINVESCO EXCH TRD SLF IDX FD$75K0.00%2,553−40.0%
282STESTERIS PLC$74K0.00%15−4.3%
283BUDANHEUSER BUSCH INBEV SA NV$72K0.00%31−2.9%
284VNQVANGUARD INDEX FDS$70K0.00%HELD
285TJXTJX COS INC NEW$68K0.00%+16+3.9%
286AONAON PLC$66K0.00%14−6.4%
287SYYSYSCO CORP$65K0.00%179−16.5%
288SNAPSNAP INC$64K0.00%172,606−92.5%
289BSCSINVESCO EXCH TRD SLF IDX FD$63K0.00%2,459−44.3%
290BSJRINVESCO EXCH TRD SLF IDX FD$62K0.00%HELD
291DALDELTA AIR LINES INC$60K0.00%HELD
292VBRVANGUARD INDEX FDS$60K0.00%HELD
293BMRNBIOMARIN PHARMACEUTICAL INC$56K0.00%HELD
294VUGVANGUARD INDEX FDS$56K0.00%HELD
295CMECME GROUP INC$56K0.00%6−3.1%
296VGSHVANGUARD SCOTTSDALE FDS$55K0.00%+947NEW
297MDLZMONDELEZ INTL INC$55K0.00%104−9.8%
298ROSTROSS STORES INC$54K0.00%HELD
299BDXBECTON DICKINSON & CO$53K0.00%HELD
300RJFRAYMOND JAMES FINL INC$52K0.00%1−0.3%
301AVDVAMERICAN CENTY ETF TR$52K0.00%HELD
302BABOEING CO$51K0.00%HELD
303ATRAPTARGROUP INC$51K0.00%217−35.0%
304BSVVANGUARD BD INDEX FDS$51K0.00%+646NEW
305XLISELECT SECTOR SPDR TR$50K0.00%HELD
306PNWPINNACLE WEST CAP CORP$49K0.00%HELD
307VUSBVANGUARD BD INDEX FDS$49K0.00%+985NEW
308AMPAMERIPRISE FINL INC$47K0.00%HELD
309KKRKKR & CO INC$47K0.00%911−64.3%
310TRGPTARGA RES CORP$47K0.00%HELD
311ETENERGY TRANSFER L P$46K0.00%HELD
312FDLFIRST TR EXCHANGE-TRADED FD$46K0.00%HELD
313TKOTKO GROUP HOLDINGS INC$44K0.00%HELD
314SHELSHELL PLC$43K0.00%51−9.9%
315NVSNOVARTIS AG$43K0.00%HELD
316BABAALIBABA GROUP HLDG LTD$42K0.00%HELD
317SLVISHARES SILVER TR$41K0.00%HELD
318LULULULULEMON ATHLETICA INC$38K0.00%316−55.8%
319HALHALLIBURTON CO$37K0.00%HELD
320EAELECTRONIC ARTS INC$36K0.00%HELD
321DELLDELL TECHNOLOGIES INC$36K0.00%HELD
322BAC 7.25 PERP LBANK AMERICA CORP$36K0.00%HELD
323EXCEXELON CORP$34K0.00%HELD
324FNXFIRST TR EXCHANGE-TRADED ALP$33K0.00%HELD
325SNDKSANDISK CORP$31K0.00%90−64.7%
326NBRNABORS INDUSTRIES LTD$30K0.00%HELD
327ECGEVERUS CONSTR GROUP$30K0.00%HELD
328FEXFIRST TR EXCHANGE-TRADED ALP$30K0.00%HELD
329XCEMCOLUMBIA ETF TR II$29K0.00%HELD
330MDYSTATE STR SPDR S&P MIDCAP 40$29K0.00%HELD
331TSMTAIWAN SEMICONDUCTOR MANUFAC$29K0.00%HELD
332RALRALLIANT CORP$29K0.00%16−2.3%
333BWENBROADWIND INC$28K0.00%HELD
334XLFSELECT SECTOR SPDR TR$25K0.00%127−20.2%
335BHPBHP BILLITON LIMITED$24K0.00%11−3.2%
336VWOVANGUARD INTL EQUITY INDEX F$24K0.00%HELD
337MDUMDU RES GROUP INC$24K0.00%HELD
338IWFISHARES TR$24K0.00%3−5.1%
339FYXFIRST TR EXCHANGE-TRADED ALP$24K0.00%HELD
340DFUVDIMENSIONAL ETF TRUST$24K0.00%HELD
341UGIUGI CORP NEW$23K0.00%HELD
342KNFKNIFE RIVER CORP$22K0.00%HELD
343CHWYCHEWY INC$22K0.00%HELD
344GLDSPDR GOLD TR$22K0.00%4−7.3%
345IWYISHARES TR$22K0.00%15−14.6%
346NTRNUTRIEN LTD$22K0.00%HELD
347ASMLASML HLDG NV$21K0.00%HELD
348QQNITY ELECTRONICS INC$21K0.00%+181NEW
349LHXL3HARRIS TECHNOLOGIES INC$21K0.00%HELD
350GSKGSK PLC$20K0.00%HELD
351VSTVISTRA CORP$18K0.00%241−66.6%
352NKENIKE INC$18K0.00%HELD
353XBISPDR SERIES TRUST$18K0.00%HELD
354OXSQOXFORD SQUARE CAP CORP$18K0.00%HELD
355APDAIR PRODUCTS AND CHEMICALS I$17K0.00%HELD
356SCHGSCHWAB STRATEGIC TR$17K0.00%HELD
357AZOAUTOZONE INC$17K0.00%HELD
358PYPLPAYPAL HLDGS INC$16K0.00%250−41.0%
359FTXOFIRST TR EXCHANGE TRADED FD$16K0.00%HELD
360VTVVANGUARD INDEX FDS$16K0.00%HELD
361CMICUMMINS INC$16K0.00%1−3.3%
362SPOTSPOTIFY TECHNOLOGY S A$16K0.00%HELD
363DIASTATE STR SPDR DOW JONES IND$15K0.00%HELD
364KRKROGER CO$14K0.00%HELD
365YUMYUM BRANDS INC$13K0.00%HELD
366WATWATERS CORP$13K0.00%+44NEW
367ULTAULTA BEAUTY INC$13K0.00%HELD
368AMGNAMGEN INC$13K0.00%10−21.3%
369GSEWGOLDMAN SACHS ETF TR$13K0.00%HELD
370MSIMOTOROLA SOLUTIONS INC$13K0.00%HELD
371ENVAENOVA INTL INC$12K0.00%HELD
372RCLROYAL CARIBBEAN GROUP$12K0.00%HELD
373AEPAMERICAN ELEC PWR CO INC$11K0.00%HELD
374MAINMAIN STR CAP CORP$11K0.00%HELD
375GDXVANECK ETF TRUST$11K0.00%66−36.3%
376VEUVANGUARD INTL EQUITY INDEX F$11K0.00%HELD
377STZCONSTELLATION BRANDS INC$11K0.00%HELD
378UTGREAVES UTIL INCOME FD$10K0.00%HELD
379FTMNPUTNAM ETF TRUST$10K0.00%+1,180NEW
380AMEAMETEK INC$10K0.00%HELD
381MODMODINE MFG CO$10K0.00%HELD
382LTCLTC PPTYS INC$10K0.00%HELD
383WMWASTE MGMT INC DEL$10K0.00%HELD
384MGKVANGUARD WORLD FD$10K0.00%HELD
385ATOATMOS ENERGY CORP$9K0.00%HELD
386IVTINVENTRUST PPTYS CORP$9K0.00%HELD
387PLDPROLOGIS INC.$9K0.00%+38+122.6%
388DBDEUTSCHE BK AG$9K0.00%HELD
389SOLSSOLSTICE ADVANCED MATLS INC$9K0.00%+115NEW
390DOVDOVER CORP$9K0.00%HELD
391IGSBISHARES TR$8K0.00%HELD
392ITWILLINOIS TOOL WKS INC$8K0.00%HELD
393SAPSAP SE$8K0.00%HELD
394HTGCHERCULES CAPITAL INC$8K0.00%HELD
395AIZASSURANT INC$8K0.00%HELD
396CTRACOTERRA ENERGY INC$7K0.00%HELD
397THCTENET HEALTHCARE CORP$7K0.00%HELD
398DWLDDAVIS FUNDAMENTAL ETF TR$7K0.00%HELD
399PIIPOLARIS INC$7K0.00%HELD
400FOCTFIRST TR EXCHNG TRADED FD VI$7K0.00%HELD
401VTRSVIATRIS INC$7K0.00%HELD
402NVONOVO-NORDISK A S$7K0.00%HELD
403BPBP PLC$7K0.00%HELD
404CMSCMS ENERGY CORP$7K0.00%HELD
405ZTSZOETIS INC$7K0.00%2−3.5%
406ELVELEVANCE HEALTH INC FORMERLY$6K0.00%HELD
407XLYSELECT SECTOR SPDR TR$6K0.00%HELD
408IQVIQVIA HLDGS INC$6K0.00%19−33.9%
409DLTRDOLLAR TREE INC$6K0.00%HELD
410PECOPHILLIPS EDISON & CO INC$6K0.00%HELD
411RNACCARTESIAN THERAPEUTICS INC$6K0.00%HELD
412IEFAISHARES TR$6K0.00%21−24.7%
413AMRALPHA METALLURGICAL RESOUR I$6K0.00%HELD
414IBITISHARES BITCOIN TRUST ETF$6K0.00%HELD
415XHRXENIA HOTELS & RESORTS INC$6K0.00%HELD
416AMTAMERICAN TOWER CORP$6K0.00%187−85.4%
417IYRISHARES TR$5K0.00%HELD
418MMACYS INC$5K0.00%HELD
419ICLRICON PLC$5K0.00%HELD
420NLYANNALY CAPITAL MANAGEMENT IN$5K0.00%HELD
421ACGLARCH CAP GROUP LTD$5K0.00%26−32.5%
422EFVISHARES TR$5K0.00%2−2.9%
423HIXWESTERN ASSET HIGH INCOM FD$5K0.00%HELD
424AJGGALLAGHER ARTHUR J & CO$5K0.00%HELD
425ODFLOLD DOMINION FREIGHT LINE IN$5K0.00%54−69.2%
426RPMRPM INTL INC$5K0.00%HELD
427DYNFBLACKROCK ETF TRUST$4K0.00%HELD
428DGDOLLAR GEN CORP$4K0.00%HELD
429QUALISHARES TR$4K0.00%2−8.3%
430LEVILEVI STRAUSS & CO NEW$4K0.00%HELD
431JCIJOHNSON CONTROLS INTERNATION$4K0.00%HELD
432EXEEXPAND ENERGY CORPORATION$4K0.00%HELD
433YUMCYUM CHINA HLDGS INC$4K0.00%HELD
434AVNTAVIENT CORPORATION$4K0.00%HELD
435CMGCHIPOTLE MEXICAN GRILL INC$4K0.00%1,328−92.1%
436XTISHARES TR$4K0.00%HELD
437GOOSCANADA GOOSE HLDGS INC$4K0.00%HELD
438ENOVENOVIS CORPORATION$3K0.00%HELD
439GDGENERAL DYNAMICS CORP$3K0.00%HELD
440FTLSFIRST TR EXCH TRADED FD III$3K0.00%HELD
441OEFISHARES TR$3K0.00%HELD
442IWOISHARES TR$3K0.00%HELD
443ELLAUDER ESTEE COS INC$3K0.00%HELD
444GCTKGLUCOTRACK INC$3K0.00%HELD
445RDVYFIRST TR EXCHANGE TRADED FD$3K0.00%HELD
446MKCMCCORMICK & CO INC$3K0.00%320−86.5%
447EMXCISHARES INC$2K0.00%+1+3.3%
448CHTRCHARTER COMMUNICATIONS INC$2K0.00%HELD
449WENWENDYS CO$2K0.00%HELD
450SPGSIMON PPTY GROUP INC NEW$2K0.00%HELD
451AAALCOA CORP$2K0.00%HELD
452CTVACORTEVA INC$2K0.00%HELD
453IUSBISHARES TR$2K0.00%HELD
454IYWISHARES TR$2K0.00%HELD
455BLDTOPBUILD COR$2K0.00%HELD
456IEMGISHARES INC$2K0.00%43−64.2%
457ZZILLOW GROUP INC$2K0.00%HELD
458KRGKITE REALTY GROUP TRUST$2K0.00%HELD
459SNOWSNOWFLAKE INC$2K0.00%HELD
460RYAAYRYANAIR HOLDINGS PLC$2K0.00%41−61.2%
461KLACKLA CORP$1K0.00%HELD
462MTUMISHARES TR$1K0.00%HELD
463SOLVSOLVENTUM CORP$1K0.00%8−26.7%
464WBDWARNER BROS DISCOVERY INC$1K0.00%HELD
465GEHCGE HEALTHCARE TECHNOLOGIES I$1K0.00%HELD
466LUMNLUMEN TECHNOLOGIES INC$1K0.00%HELD
467IAUISHARES GOLD TR$1K0.00%HELD
468IACIAC INC$1K0.00%HELD
469KSSKOHLS CORP$1K0.00%HELD
470AAGILENT TECHNOLOGIES INC$1K0.00%HELD
471WINGWINGSTOP INC$9300.00%38−86.4%
472IFRAISHARES TR$9150.00%HELD
473PSXPHILLIPS 66$9110.00%HELD
474LPLALPL FINL HLDGS INC$9020.00%HELD
475IEOISHARES TR$8740.00%HELD
476FFIVF5 INC$8680.00%HELD
477IWDISHARES TR$8550.00%4−50.0%
478CORZCORE SCIENTIFIC INC NEW$7180.00%HELD
479MARMARRIOTT INTL INC NEW$6540.00%HELD
480EMBCEMBECTA CORP$6360.00%HELD
481LYVLIVE NATION ENTERTAINMENT IN$6100.00%HELD
482NVTNVENT ELEC PLC$5910.00%HELD
483EMBISHARES TR$5640.00%HELD
484ARESARES MANAGEMENT CORPORATION$5460.00%HELD
485VSNTVERSANT MEDIA GROUP INC$5180.00%+14NEW
486OGNORGANON & CO$4850.00%HELD
487MOATVANECK ETF TRUST$4840.00%HELD
488GOVTISHARES TR$4810.00%21−50.0%
489SCZISHARES TR$4700.00%HELD
490ACHACCENDRA HEALTH INC$3810.00%HELD
491EFAVISHARES TR$3650.00%4−50.0%
492XARSPDR SERIES TRUST$2540.00%+1NEW
493PHYLPGIM ETF TR$2080.00%HELD
494SPYGSPDR SERIES TRUST$1960.00%44−95.7%
495CGCCANOPY GROWTH CORPORATION$1900.00%HELD
496VOEVANGUARD INDEX FDS$1840.00%1−50.0%
497MATMATTEL INC$1740.00%HELD
498SLVMSYLVAMO CORP$1690.00%HELD
499JEFJEFFERIES FINANCIAL GROUP IN$1240.00%445−99.3%
500CVMCEL-SCI CORP$1220.00%HELD

Source: SEC EDGAR · accession 0000919458-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.