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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$676.220.83%18.74%73.44%$453.3M22.44%HELD
2DFAXDIMENSIONAL ETF TRUST$36.432.49%24.65%56.01%$285.9M14.15%HELD
3IWRISHARES TR$109.850.24%20.85%44.29%$95.2M4.71%HELD
4VCRBVANGUARD MALVERN FDS$76.130.07%2.34%9.83%$73.4M3.63%HELD
5IXUSISHARES TR$93.401.52%24.35%45.87%$73.3M3.63%HELD
6NVDANVIDIA CORPORATION$192.211.16%9.52%751.61%$58.8M2.91%HELD
7ALRSALERUS FINL CORP$32.80-0.46%68.33%32.53%$53.2M2.63%HELD
8AAPLAPPLE INC$333.11-1.50%67.77%128.17%$47.3M2.34%HELD
9MSFTMICROSOFT CORP$435.1711.43%-24.89%34.54%$39.2M1.94%HELD
10AVGOBROADCOM INC$379.112.37%31.81%734.42%$36.1M1.79%HELD
11GOOGLALPHABET INC$335.21-0.45%76.51%132.04%$33.5M1.66%HELD
12VCLTVANGUARD SCOTTSDALE FDS$72.140.19%-0.09%-15.91%$30.5M1.51%HELD
13AMZNAMAZON COM INC$233.092.84%5.54%30.60%$25.2M1.25%HELD
14VCSHVANGUARD SCOTTSDALE FDS$78.680.09%3.06%12.13%$21.6M1.07%HELD
15XOMEXXON MOBIL CORP$155.24-0.96%47.33%239.93%$20.7M1.02%HELD
16JPMJPMORGAN CHASE & CO$348.311.04%21.40%144.23%$19.8M0.98%HELD
17TSLATESLA INC$302.461.39%-1.42%21.64%$16.8M0.83%HELD
18LLYELI LILLY & CO$1210.02-0.87%54.61%373.33%$16.7M0.83%HELD
19VTWOVANGUARD SCOTTSDALE FDS$117.540.77%37.31%38.50%$16.2M0.80%HELD
20METAMETA PLATFORMS INC$532.52-9.07%-21.66%55.72%$15.6M0.77%HELD
21JNJJOHNSON & JOHNSON$258.72-2.56%64.28%77.25%$15.3M0.76%HELD
22AAAUGOLDMAN SACHS PHYSICAL GOLD$40.261.00%21.81%123.59%$14.2M0.70%HELD
23CSCOCISCO SYS INC$111.87-0.54%75.85%125.29%$12.4M0.62%HELD
24VZVERIZON COMMUNICATIONS INC$46.67-1.16%16.40%16.53%$12.0M0.60%HELD
25WMTWALMART INC$112.44-1.55%16.94%145.72%$11.2M0.56%HELD
26BRK/BBERKSHIRE HATHAWAY INC DEL$11.1M0.55%HELD
27ETNEATON CORP PLC$382.255.63%-3.99%131.71%$11.0M0.54%HELD
28TLTISHARES TR$82.85-0.01%-1.74%-34.03%$10.8M0.53%HELD
29SOSOUTHERN CO$96.270.23%4.42%73.99%$10.6M0.53%HELD
30IBMINTERNATIONAL BUSINESS MACHS$222.71-1.65%-7.13%102.90%$10.5M0.52%HELD
31HPEHEWLETT PACKARD ENTERPRISE C$46.153.84%$10.0M0.50%HELD
32MUMICRON TECHNOLOGY INC$791.937.16%$9.7M0.48%HELD
33ABBVABBVIE INC$257.17-2.33%$9.6M0.48%HELD
34PHPARKER-HANNIFIN CORP$968.041.78%$8.9M0.44%HELD
35GEGE AEROSPACE$350.51-0.03%$8.7M0.43%HELD
36TAT&T INC$23.44-2.09%$8.6M0.43%HELD
37CVXCHEVRON CORPORATION$189.91-1.02%$8.5M0.42%HELD
38VRTVERTIV HOLDINGS CO$239.377.32%$8.5M0.42%HELD
39UNHUNITEDHEALTH GROUP INC$414.04-1.55%$8.2M0.41%HELD
40NFLXNETFLIX INC.$71.16-3.35%$7.9M0.39%HELD
41CORCENCORA INC$312.27-1.99%$7.6M0.37%HELD
42HDHOME DEPOT INC$335.69-0.76%$7.2M0.36%HELD
43WMT2WELLS FARGO & CO$7.0M0.35%HELD
44TFCTRUIST FINL CORP$52.380.14%$7.0M0.35%HELD
45TTWOTAKE-TWO INTERACTIVE SOFTWAR$243.58-1.16%$6.6M0.33%HELD
46MRKMERCK & CO INC$127.67-2.06%$6.4M0.32%HELD
47CDNSCADENCE DESIGN SYSTEM INC$342.212.84%$6.3M0.31%HELD
48CATCATERPILLAR INC$808.803.33%$6.1M0.30%HELD
49PGPROCTER & GAMBLE CO$144.20-1.30%$6.1M0.30%HELD
50LNGCHENIERE ENERGY INC$257.29-0.51%$5.9M0.29%HELD
51ULUNILEVER PLC$65.50-0.75%$5.8M0.29%HELD
52DLRDIGITAL RLTY TR INC$194.103.15%$5.5M0.27%HELD
53MAMASTERCARD INCORPORATED$578.952.77%$5.5M0.27%HELD
54ICEINTERCONTINENTAL EXCHANGE IN$157.932.37%$5.3M0.26%HELD
55PRUPRUDENTIAL FINL INC$123.250.51%$5.2M0.26%HELD
56HEIHEICO CORP NEW$352.95-0.64%$5.1M0.25%HELD
57MMM3M CO$177.93-0.01%$5.1M0.25%HELD
58COFCAPITAL ONE FINL CORP$208.08-0.30%$5.1M0.25%HELD
59ISRGINTUITIVE SURGICAL INC$349.21-1.10%$5.1M0.25%HELD
60LNTALLIANT ENERGY CORP$71.94-0.08%$4.9M0.24%HELD
61XLESELECT SECTOR SPDR TR$58.28-0.63%$4.9M0.24%HELD
62BSXBOSTON SCIENTIFIC CORP$44.63-3.06%$4.8M0.24%HELD
63XLUSELECT SECTOR SPDR TR$44.940.07%$4.8M0.24%HELD
64SHOPSHOPIFY INC$124.93-3.28%$4.7M0.23%HELD
65BACBANK AMERICA CORP$61.560.80%$4.6M0.23%HELD
66BKBANK NEW YORK MELLON CORP$4.4M0.22%HELD
67STXSEAGATE TECHNOLOGY HLDNGS PL$881.1115.26%$4.3M0.22%HELD
68WSOWATSCO INC$315.11-1.53%$4.3M0.22%HELD
69TMOTHERMO FISHER SCIENTIFIC INC$568.60-1.36%$4.3M0.21%HELD
70COSTCOSTCO WHOLESALE CORPORATION$955.56-1.90%$4.2M0.21%HELD
71BBYBEST BUY INC$88.24-2.14%$4.2M0.21%HELD
72SCHWSCHWAB CHARLES CORP$104.04-0.41%$4.2M0.21%HELD
73VVISA INC$365.00-1.01%$4.1M0.20%HELD
74MLMMARTIN MARIETTA MATLS INC$557.04-2.22%$4.0M0.20%HELD
75ROKROCKWELL AUTOMATION INC$472.582.87%$3.8M0.19%HELD
76ORCLORACLE CORP$122.033.64%$3.8M0.19%HELD
77PMPHILIP MORRIS INTL INC$195.15-1.66%$3.7M0.19%HELD
78BLKBLACKROCK INC$1079.400.02%$3.6M0.18%HELD
79HASHASBRO INC$94.39-0.82%$3.6M0.18%HELD
80URIUNITED RENTALS INC$1061.700.62%$3.4M0.17%HELD
81PFGPRINCIPAL FINANCIAL GROUP IN$113.680.45%$3.4M0.17%HELD
82VTIVANGUARD INDEX FDS$363.370.82%$3.3M0.16%HELD
83MDTMEDTRONIC PLC$86.51-1.18%$3.3M0.16%HELD
84AMATAPPLIED MATLS INC$483.2710.73%$3.3M0.16%HELD
85FITBFIFTH THIRD BANCORP$56.680.19%$3.2M0.16%HELD
86CCITIGROUP INC$130.102.34%$3.1M0.16%HELD
87IVVISHARES TR$739.090.81%$3.1M0.15%HELD
88WDCWESTERN DIGITAL CORP$512.7810.98%$3.0M0.15%HELD
89PANWPALO ALTO NETWORKS INC$316.620.79%$3.0M0.15%HELD
90SJMSMUCKER J M CO$124.04-1.83%$2.9M0.14%HELD
91XLPSELECT SECTOR SPDR TR$85.76-1.83%$2.9M0.14%HELD
92MCDMCDONALDS CORP$271.05-0.17%$2.8M0.14%HELD
93KOCOCA COLA CO$87.89-1.33%$2.8M0.14%HELD
94AMDADVANCED MICRO DEVICES INC$461.227.37%$2.6M0.13%HELD
95MSMORGAN STANLEY$206.891.85%$2.5M0.13%HELD
96SMGSCOTTS MIRACLE-GRO CO$69.92-0.58%$2.5M0.12%HELD
97FASTFASTENAL CO$47.13-1.37%$2.4M0.12%HELD
98NXPINXP SEMICONDUCTORS N V$249.323.46%$2.3M0.11%HELD
99IVWISHARES TR$131.441.67%$2.3M0.11%HELD
100XLBSELECT SECTOR SPDR TR$51.66-0.15%$2.2M0.11%HELD
101BXBLACKSTONE INC$2.1M0.10%HELD
102MCHPMICROCHIP TECHNOLOGY INC.$2.0M0.10%HELD
103NOWSERVICENOW INC$1.9M0.10%HELD
104VCITVANGUARD SCOTTSDALE FDS$1.9M0.09%HELD
105UPSUNITED PARCEL SVCS INC$1.9M0.09%HELD
106DOWDOW HLDGS INC$1.8M0.09%HELD
107EOGEOG RES INC$1.8M0.09%HELD
108QQQINVESCO QQQ TR$1.7M0.09%HELD
109METMETLIFE INC$1.7M0.09%HELD
110VVVANGUARD INDEX FDS$1.7M0.08%HELD
111ORLYOREILLY AUTOMOTIVE INC$1.7M0.08%HELD
112RTXRTX CORPORATION$1.7M0.08%HELD
113STTSTATE STR CORP$1.7M0.08%HELD
114LINLINDE PLC$1.6M0.08%HELD
115DDDUPONT DE NEMOURS INC$1.5M0.08%HELD
116TXNTEXAS INSTRS INC$1.5M0.08%HELD
117COPCONOCOPHILLIPS$1.5M0.08%HELD
118DEDEERE & CO$1.5M0.08%HELD
119SPYSTATE STR SPDR S&P 500 ETF T$1.5M0.07%HELD
120PLTRPALANTIR TECHNOLOGIES INC$1.5M0.07%HELD
121LMTLOCKHEED MARTIN CORP$1.4M0.07%HELD
122VTRVENTAS INC$1.4M0.07%HELD
123PFEPFIZER INC$1.4M0.07%HELD
124KMIKINDER MORGAN INC DEL$1.4M0.07%HELD
125CMCSACOMCAST CORP NEW$1.4M0.07%HELD
126CEGCONSTELLATION ENERGY CORP$1.3M0.06%HELD
127USBUS BANCORP$1.3M0.06%HELD
128ARMARM HOLDINGS PLC$1.2M0.06%HELD
129MOALTRIA GROUP INC$1.2M0.06%HELD
130BMYBRISTOL-MYERS SQUIBB CO$1.2M0.06%HELD
131ACNACCENTURE PLC IRELAND$1.2M0.06%HELD
132EIXEDISON INTL$1.2M0.06%HELD
133BSCQINVESCO EXCH TRD SLF IDX FD$1.2M0.06%HELD
134TGTTARGET CORP$1.2M0.06%HELD
135OMCOMNICOM GROUP INC$1.2M0.06%HELD
136GILDGILEAD SCIENCES INC$1.2M0.06%HELD
137KVUEKENVUE INC$1.1M0.05%HELD
138LRCXLAM RESEARCH CORP$1.1M0.05%HELD
139SWSMURFIT WESTROCK PLC$1.1M0.05%HELD
140OKEONEOK INC NEW$1.1M0.05%HELD
141FEFIRSTENERGY CORP$1.1M0.05%HELD
142TMUST-MOBILE US INC$1.1M0.05%HELD
143EVRGEVERGY INC$1.0M0.05%HELD
144DRIDARDEN RESTAURANTS INC$1.0M0.05%HELD
145KHCKRAFT HEINZ CO$1.0M0.05%HELD
146AXPAMERICAN EXPRESS CO$1.0M0.05%HELD
147WCCWESCO INTL INC$1.0M0.05%HELD
148CVSCVS HEALTH CORP$1.0M0.05%HELD
149SBUXSTARBUCKS CORP$997K0.05%HELD
150ESEVERSOURCE ENERGY$987K0.05%HELD
151SNASNAP ON INC$975K0.05%HELD
152MTBM & T BK CORP$968K0.05%HELD
153KEYKEYCORP$966K0.05%HELD
154GISGENERAL MILLS INC$962K0.05%HELD
155PAYXPAYCHEX INC$961K0.05%HELD
156DDOMINION ENERGY INC$949K0.05%HELD
157IPINTERNATIONAL PAPER CO$933K0.05%HELD
158TROWPRICE T ROWE GROUP INC$898K0.04%HELD
159GSGOLDMAN SACHS GROUP INC$877K0.04%HELD
160IWMISHARES TR$873K0.04%HELD
161FFORD MTR CO$872K0.04%HELD
162IJHISHARES TR$839K0.04%HELD
163NEENEXTERA ENERGY INC$820K0.04%HELD
164GOOGALPHABET INC$815K0.04%HELD
165HPQHP INC$807K0.04%HELD
166VOVANGUARD INDEX FDS$800K0.04%HELD
167OTTROTTER TAIL CORP$792K0.04%HELD
168DUKDUKE ENERGY CORP NEW$753K0.04%HELD
169GPCGENUINE PARTS CO$751K0.04%HELD
170DVYISHARES TR$749K0.04%HELD
171CMTCORE MOLDING TECHNOLOGIES IN$735K0.04%HELD
172IJKISHARES TR$683K0.03%HELD
173BRBSBLUE RIDGE BANKSHARES INC VA$635K0.03%HELD
174LLOEWS CORP$631K0.03%HELD
175DHRDANAHER CORP DEL$624K0.03%HELD
176CRMSALESFORCE INC$617K0.03%HELD
177EFGISHARES TR$593K0.03%HELD
178DISDISNEY WALT CO$592K0.03%HELD
179MRSHMARSH & MCLENNAN COS INC$567K0.03%HELD
180LOWLOWES COS INC$564K0.03%HELD
181HONHONEYWELL INTL INC$555K0.03%HELD
182ECLECOLAB INC$555K0.03%HELD
183BKNGBOOKING HOLDINGS INC$552K0.03%HELD
184HIGHARTFORD INSURANCE GROUP INC$540K0.03%HELD
185NSCNORFOLK SOUTHN CORP$518K0.03%HELD
186ADIANALOG DEVICES INC$499K0.02%HELD
187GEVGE VERNOVA INC$473K0.02%HELD
188IJRISHARES TR$471K0.02%HELD
189CENTACENTRAL GARDEN & PET CO$468K0.02%HELD
190OKTAOKTA INC$465K0.02%HELD
191TRVTRAVELERS COMPANIES INC$464K0.02%HELD
192OREALTY INCOME CORP$453K0.02%HELD
193APHAMPHENOL CORP$449K0.02%HELD
194PGRPROGRESSIVE CORP$443K0.02%HELD
195CBCHUBB LTD SWITZ$427K0.02%HELD
196CPCANADIAN PACIFIC KANSAS CITY$409K0.02%HELD
197AGGISHARES TR$390K0.02%HELD
198XELXCEL ENERGY INC$386K0.02%HELD
199WELLWELLTOWER INC$380K0.02%HELD
200INTCINTEL CORP$379K0.02%HELD
201SPGIS&P GLOBAL INC$376K0.02%HELD
202QCOMQUALCOMM INC$367K0.02%HELD
203BSJQINVESCO EXCH TRD SLF IDX FD$358K0.02%HELD
204HCAHCA HEALTHCARE INC$349K0.02%HELD
205ABTABBOTT LABORATORIES$338K0.02%HELD
206NEMNEWMONT CORP$334K0.02%HELD
207FCXFREEPORT MCMORAN INC$330K0.02%HELD
208VXFVANGUARD INDEX FDS$324K0.02%HELD
209PEPPEPSICO INC$323K0.02%HELD
210EMREMERSON ELEC CO$323K0.02%HELD
211BUFRFIRST TR EXCHNG TRADED FD VI$322K0.02%HELD
212XLKSELECT SECTOR SPDR TR$287K0.01%HELD
213DVNDEVON ENERGY CORP NEW$262K0.01%HELD
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%HELD
218AIGAMERICAN INTL GROUP INC$250K0.01%HELD
219PSAPUBLIC STORAGE OPER CO$244K0.01%HELD
220ETRENTERGY CORP NEW$229K0.01%HELD
221UNPUNION PAC CORP$224K0.01%HELD
222TTTRANE TECHNOLOGIES PLC$222K0.01%HELD
223HBANHUNTINGTON BANCSHARES INC$216K0.01%HELD
224SYKSTRYKER CORPORATION$213K0.01%HELD
225XLVSELECT SECTOR SPDR TR$208K0.01%HELD
226FDXFEDEX CORP$205K0.01%HELD
227IBBISHARES TR$204K0.01%HELD
228GLWCORNING INC$203K0.01%HELD
229IVEISHARES TR$201K0.01%HELD
230VXUSVANGUARD STAR FDS$199K0.01%HELD
231FXEINVESCO CURRENCYSHARES EURO$199K0.01%HELD
232QUREQUANTA SVCS INC$197K0.01%HELD
233NUENUCOR CORP$188K0.01%HELD
234VICIVICI PPTYS INC$186K0.01%HELD
235QSRRESTAURANT BRANDS INTL INC$186K0.01%HELD
236INTUINTUIT$185K0.01%HELD
237FISVFISERV INC$184K0.01%HELD
238FIXCOMFORT SYS USA INC$183K0.01%HELD
239BURLBURLINGTON STORES INC$179K0.01%HELD
240NDAQNASDAQ INC$175K0.01%HELD
241JPSTJ P MORGAN EXCHANGE TRADED F$172K0.01%HELD
242CTSHCOGNIZANT TECHNOLOGY SOLUTIO$172K0.01%HELD
243IJJISHARES TR$166K0.01%HELD
244MKORMATTHEWS ASIA FDS$166K0.01%HELD
245SRESEMPRA$165K0.01%HELD
246IJTISHARES TR$165K0.01%HELD
247REGREGENCY CTRS CORP$164K0.01%HELD
248EFAISHARES TR$162K0.01%HELD
249VYMVANGUARD WHITEHALL FDS$161K0.01%HELD
250CLCOLGATE PALMOLIVE CO$155K0.01%HELD
251ENBENBRIDGE INC$153K0.01%HELD
252WRAPWRAP TECHNOLOGIES INC$151K0.01%HELD
253NOCNORTHROP GRUMMAN CORP$143K0.01%HELD
254ADPAUTOMATIC DATA PROCESSING IN$141K0.01%HELD
255XUSPINNOVATOR ETFS TRUST$139K0.01%HELD
256EQHEQUITABLE HLDGS INC$138K0.01%HELD
257CLXCLOROX CO DEL$134K0.01%HELD
258VMCVULCAN MATLS CO$132K0.01%HELD
259MINTPIMCO ETF TR$128K0.01%HELD
260TELTE CONNECTIVITY PLC$125K0.01%HELD
261FTVFORTIVE CORP$123K0.01%HELD
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%HELD
266CSXCSX CORP$101K0.00%HELD
267EPDENTERPRISE PRODS PARTNERS L$98K0.00%HELD
268VBKVANGUARD INDEX FDS$94K0.00%HELD
269TTETOTALENERGIES SE$91K0.00%HELD
270MICCMAGNUM ICE CREAM CO NV$90K0.00%HELD
271MCKMCKESSON CORP$90K0.00%HELD
272EQIXEQUINIX INC$88K0.00%HELD
273SHWSHERWIN WILLIAMS CO$86K0.00%HELD
274TPLTEXAS PACIFIC LAND CORPORATI$85K0.00%HELD
275IEFISHARES TR$85K0.00%HELD
276GWWWW GRAINGER INC$82K0.00%HELD
277JPLDJ P MORGAN EXCHANGE TRADED F$80K0.00%HELD
278ADBEADOBE INC$78K0.00%HELD
279PULSPGIM ETF TR$76K0.00%HELD
280VBVANGUARD INDEX FDS$76K0.00%HELD
281BSCRINVESCO EXCH TRD SLF IDX FD$75K0.00%HELD
282STESTERIS PLC$74K0.00%HELD
283BUDANHEUSER BUSCH INBEV SA NV$72K0.00%HELD
284VNQVANGUARD INDEX FDS$70K0.00%HELD
285TJXTJX COS INC NEW$68K0.00%HELD
286AONAON PLC$66K0.00%HELD
287SYYSYSCO CORP$65K0.00%HELD
288SNAPSNAP INC$64K0.00%HELD
289BSCSINVESCO EXCH TRD SLF IDX FD$63K0.00%HELD
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%HELD
296VGSHVANGUARD SCOTTSDALE FDS$55K0.00%HELD
297MDLZMONDELEZ INTL INC$55K0.00%HELD
298ROSTROSS STORES INC$54K0.00%HELD
299BDXBECTON DICKINSON & CO$53K0.00%HELD
300RJFRAYMOND JAMES FINL INC$52K0.00%HELD
301AVDVAMERICAN CENTY ETF TR$52K0.00%HELD
302BABOEING CO$51K0.00%HELD
303ATRAPTARGROUP INC$51K0.00%HELD
304BSVVANGUARD BD INDEX FDS$51K0.00%HELD
305XLISELECT SECTOR SPDR TR$50K0.00%HELD
306PNWPINNACLE WEST CAP CORP$49K0.00%HELD
307VUSBVANGUARD BD INDEX FDS$49K0.00%HELD
308AMPAMERIPRISE FINL INC$47K0.00%HELD
309KKRKKR & CO INC$47K0.00%HELD
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%HELD
315NVSNOVARTIS AG$43K0.00%HELD
316BABAALIBABA GROUP HLDG LTD$42K0.00%HELD
317SLVISHARES SILVER TR$41K0.00%HELD
318LULULULULEMON ATHLETICA INC$38K0.00%HELD
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%HELD
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%HELD
333BWENBROADWIND INC$28K0.00%HELD
334XLFSELECT SECTOR SPDR TR$25K0.00%HELD
335BHPBHP BILLITON LIMITED$24K0.00%HELD
336VWOVANGUARD INTL EQUITY INDEX F$24K0.00%HELD
337MDUMDU RES GROUP INC$24K0.00%HELD
338IWFISHARES TR$24K0.00%HELD
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%HELD
345IWYISHARES TR$22K0.00%HELD
346NTRNUTRIEN LTD$22K0.00%HELD
347ASMLASML HLDG NV$21K0.00%HELD
348QQNITY ELECTRONICS INC$21K0.00%HELD
349LHXL3HARRIS TECHNOLOGIES INC$21K0.00%HELD
350GSKGSK PLC$20K0.00%HELD
351VSTVISTRA CORP$18K0.00%HELD
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%HELD
359FTXOFIRST TR EXCHANGE TRADED FD$16K0.00%HELD
360VTVVANGUARD INDEX FDS$16K0.00%HELD
361CMICUMMINS INC$16K0.00%HELD
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%HELD
367ULTAULTA BEAUTY INC$13K0.00%HELD
368AMGNAMGEN INC$13K0.00%HELD
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%HELD
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%HELD
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%HELD
388DBDEUTSCHE BK AG$9K0.00%HELD
389SOLSSOLSTICE ADVANCED MATLS INC$9K0.00%HELD
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%HELD
406ELVELEVANCE HEALTH INC FORMERLY$6K0.00%HELD
407XLYSELECT SECTOR SPDR TR$6K0.00%HELD
408IQVIQVIA HLDGS INC$6K0.00%HELD
409DLTRDOLLAR TREE INC$6K0.00%HELD
410PECOPHILLIPS EDISON & CO INC$6K0.00%HELD
411RNACCARTESIAN THERAPEUTICS INC$6K0.00%HELD
412IEFAISHARES TR$6K0.00%HELD
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%HELD
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%HELD
422EFVISHARES TR$5K0.00%HELD
423HIXWESTERN ASSET HIGH INCOM FD$5K0.00%HELD
424AJGGALLAGHER ARTHUR J & CO$5K0.00%HELD
425ODFLOLD DOMINION FREIGHT LINE IN$5K0.00%HELD
426RPMRPM INTL INC$5K0.00%HELD
427DYNFBLACKROCK ETF TRUST$4K0.00%HELD
428DGDOLLAR GEN CORP$4K0.00%HELD
429QUALISHARES TR$4K0.00%HELD
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%HELD
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%HELD
447EMXCISHARES INC$2K0.00%HELD
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%HELD
457ZZILLOW GROUP INC$2K0.00%HELD
458KRGKITE REALTY GROUP TRUST$2K0.00%HELD
459SNOWSNOWFLAKE INC$2K0.00%HELD
460RYAAYRYANAIR HOLDINGS PLC$2K0.00%HELD
461KLACKLA CORP$1K0.00%HELD
462MTUMISHARES TR$1K0.00%HELD
463SOLVSOLVENTUM CORP$1K0.00%HELD
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%HELD
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%HELD
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%HELD
486OGNORGANON & CO$4850.00%HELD
487MOATVANECK ETF TRUST$4840.00%HELD
488GOVTISHARES TR$4810.00%HELD
489SCZISHARES TR$4700.00%HELD
490ACHACCENDRA HEALTH INC$3810.00%HELD
491EFAVISHARES TR$3650.00%HELD
492XARSPDR SERIES TRUST$2540.00%HELD
493PHYLPGIM ETF TR$2080.00%HELD
494SPYGSPDR SERIES TRUST$1960.00%HELD
495CGCCANOPY GROWTH CORPORATION$1900.00%HELD
496VOEVANGUARD INDEX FDS$1840.00%HELD
497MATMATTEL INC$1740.00%HELD
498SLVMSYLVAMO CORP$1690.00%HELD
499JEFJEFFERIES FINANCIAL GROUP IN$1240.00%HELD
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.