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ASSETMARK, INC

CIK 0001344551
$49.04B
Reported AUM
3,443
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · ASSETMARK, INC · Q1 2026

AI · grounded in 13F

ASSETMARK, INC significantly increased its position in EIX by 1118.04%. The fund also accumulated shares in MU and BIL, increasing those holdings by 386.33% and 290.79% respectively. On the sell side, the fund trimmed its positions in SSO by 99.16% and VST by 89.86%.

Portfolio · Q1 2026

MGK$3.12BMGVVOONVDAMINTOther$31.71BAI

Top holdings· first 500 of 3443

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MGKVANGUARD WORLD FD$87.47-3.73%24.66%86.95%$3.12B6.36%104,071−1.2%
2MGVVANGUARD WORLD FD$157.73-1.46%25.64%75.60%$2.26B4.61%+166,009+1.1%
3VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$2.22B4.54%+260,752+7.5%
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.02B2.08%+73,458+1.3%
5MINTPIMCO ETF TR$100.510.01%5.06%18.65%$971.6M1.98%+712,924+8.0%
6VBRVANGUARD INDEX FDS$234.32-1.10%24.65%51.77%$886.2M1.81%300,432−6.9%
7VOEVANGUARD INDEX FDS$195.39-0.90%22.75%53.99%$798.6M1.63%191,395−4.2%
8IEFAISHARES TR$95.56-2.60%18.86%46.61%$794.7M1.62%+413,330+4.9%
9AAPLAPPLE INC$307.34-1.25%51.31%116.17%$757.2M1.54%+74,531+2.6%
10MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$749.0M1.53%+116,547+6.1%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$746.9M1.52%+10,101+0.4%
12IEMGISHARES INC$78.63-6.40%38.44%42.72%$648.5M1.32%+366,914+4.1%
13GOVTISHARES TR$22.61-0.35%4.04%-4.13%$599.7M1.22%+1,186,252+4.7%
14JNKSPDR SERIES TRUST$95.73-0.44%7.50%18.65%$562.4M1.15%+191,636+3.4%
15HYGISHARES TR$79.43-0.50%6.72%19.17%$552.3M1.13%63,789−0.9%
16VOTVANGUARD INDEX FDS$293.53-3.46%7.62%25.96%$551.1M1.12%76,750−3.5%
17METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$542.4M1.11%+41,513+4.6%
18SHYGISHARES TR$42.220.12%6.97%26.26%$532.4M1.09%+858,905+7.3%
19BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$523.0M1.07%+4,246,874+290.8%
20USIGISHARES TR$50.88-0.51%6.25%0.89%$521.3M1.06%+510,490+5.3%
21AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$498.0M1.02%+17,382+1.1%
22VBKVANGUARD INDEX FDS$342.12-4.03%26.64%22.96%$486.4M0.99%+44,440+2.8%
23SPTMSPDR SERIES TRUST$89.42-2.56%24.55%76.97%$429.8M0.88%+2,687,718+97.8%
24IGIBISHARES TR$52.69-0.57%6.52%4.69%$425.6M0.87%+603,205+8.2%
25VMBSVANGUARD SCOTTSDALE FDS$46.500.26%7.16%1.72%$415.7M0.85%+60,256+0.7%
26IEIISHARES TR$116.73-0.38%3.63%0.21%$397.6M0.81%+300,397+9.8%
27AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$381.4M0.78%+12,374+0.7%
28UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%68.76%202.24%$365.3M0.74%18,906−3.0%
29BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$364.6M0.74%+314,725+6.8%
30IVVISHARES TR$740.91-2.62%24.60%80.03%$344.6M0.70%460,450−46.6%
31VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$339.7M0.69%+32,637+0.6%
32MUBISHARES TR$106.97-0.21%$339.3M0.69%+129,497+4.2%
33VTIVANGUARD INDEX FDS$363.38-2.68%$331.7M0.68%+13,719+1.3%
34NEMNEWMONT CORP$99.71-7.96%$329.6M0.67%+174,179+6.1%
35TAT&T INC$22.75-0.09%$316.8M0.65%+6,285+0.1%
36BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%$307.1M0.63%+174,720+2.8%
37SYFSYNCHRONY FINANCIAL$70.840.08%$295.1M0.60%+37,114+0.9%
38FOXAFOX CORP$66.48-0.62%$289.9M0.59%+111,216+2.3%
39MTUMISHARES TR$306.47-5.95%$281.8M0.57%328,158−21.8%
40VTVVANGUARD INDEX FDS$212.02-1.36%$276.2M0.56%32,322−2.2%
41VXFVANGUARD INDEX FDS$231.90-3.32%$264.0M0.54%+59,568+4.9%
42SHYISHARES TR$81.86-0.21%$262.2M0.53%+1,002,453+46.1%
43VUGVANGUARD INDEX FDS$85.93-3.62%$259.3M0.53%+83,808+16.4%
44JPMJPMORGAN CHASE & CO$312.370.48%$241.9M0.49%+21,107+2.6%
45SPYMSPDR SERIES TRUST$86.81-2.58%$233.7M0.48%180,387−5.6%
46TLHISHARES TR$99.200.35%$228.7M0.47%+127,673+6.0%
47PGPROCTER & GAMBLE CO$146.544.09%$199.1M0.41%+5,898+0.4%
48TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$188.1M0.38%+3,812+0.7%
49VZVERIZON COMMUNICATIONS INC$45.371.11%$183.7M0.37%19,637−0.5%
50MOALTRIA GROUP INC$72.192.25%$177.0M0.36%+458+0.0%
51SPIBSPDR SERIES TRUST$33.300.18%$174.4M0.36%+18,565+0.4%
52KLACKLA CORP$1929.20-9.47%$172.7M0.35%+76+0.1%
53IEURISHARES TR$74.980.83%$167.3M0.34%+501,422+26.7%
54SCHXSCHWAB STRATEGIC TR$29.05-2.65%$167.1M0.34%+2,595+0.0%
55GOOGALPHABET INC$365.76-0.95%$161.4M0.33%+49,925+9.7%
56SPTLSPDR SERIES TRUST$25.81-0.10%$153.4M0.31%+34,452+0.6%
57UALUNITED AIRLS HLDGS INC$105.730.75%$148.9M0.30%+22,341+1.4%
58EXELEXELIXIS INC$52.700.40%$145.4M0.30%+58,149+1.7%
59IDEVISHARES TR$88.23-2.57%$143.3M0.29%+36,046+2.1%
60IJRISHARES TR$137.68-1.84%$143.2M0.29%4,564−0.4%
61TSLATESLA INC$391.00-6.56%$136.3M0.28%+11,084+3.1%
62IEFISHARES TR$93.62-0.53%$127.5M0.26%+328,290+32.6%
63AMATAPPLIED MATLS INC$453.01-9.71%$126.6M0.26%6,032−1.6%
64MUMICRON TECHNOLOGY INC$864.01-13.25%$126.2M0.26%+296,850+386.3%
65USMVISHARES TR$95.64-1.06%$124.6M0.25%211,159−13.6%
66RCLROYAL CARIBBEAN GROUP$280.00-4.53%$123.3M0.25%+46,192+11.5%
67MAMASTERCARD INCORPORATED$491.081.93%$122.1M0.25%+15,025+6.6%
68BRK/BBERKSHIRE HATHAWAY INC DEL$121.4M0.25%+22,815+9.9%
69TIPISHARES TR$109.25-0.48%$119.4M0.24%26,697−2.4%
70PMPHILIP MORRIS INTL INC$178.291.89%$117.4M0.24%+79,227+12.6%
71EIXEDISON INTL$73.332.12%$117.2M0.24%+1,469,860+1118.0%
72CMCSACOMCAST CORP NEW$23.822.10%$116.6M0.24%+367,244+9.9%
73TLTISHARES TR$85.06-0.51%$116.5M0.24%87,125−6.1%
74JIREJ P MORGAN EXCHANGE TRADED F$79.45-2.37%$112.2M0.23%8,712−0.6%
75MRSHMARSH & MCLENNAN COS INC$165.442.59%$109.0M0.22%17,042−2.6%
76LQDISHARES TR$108.17-0.62%$108.6M0.22%19,425−1.9%
77VSSVANGUARD INTL EQUITY INDEX F$154.39-3.51%$108.3M0.22%+21,418+3.0%
78CFGCITIZENS FINL GROUP INC$63.980.13%$107.2M0.22%+111,135+6.6%
79VCRBVANGUARD MALVERN FDS$76.64-0.40%$107.2M0.22%+24,268+1.8%
80SCHWSCHWAB CHARLES CORP$88.840.95%$104.7M0.21%+106,214+10.5%
81HIGHARTFORD INSURANCE GROUP INC$132.143.78%$103.9M0.21%+32,135+4.4%
82NXTNEXTPOWER INC$131.57-12.47%$101.4M0.21%+413,142+96.6%
83VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$100.8M0.21%22,634−1.8%
84FLOTISHARES TR$50.930.06%$100.1M0.20%+46,823+2.4%
85ACGLARCH CAP GROUP LTD$90.56-0.69%$99.5M0.20%+49,262+5.0%
86DYNFBLACKROCK ETF TRUST$65.88-2.95%$99.1M0.20%+10,215+0.6%
87EWCISHARES INC$58.430.69%$98.6M0.20%+91,652+5.4%
88VYMVANGUARD WHITEHALL FDS$158.24-1.35%$98.0M0.20%36,017−5.2%
89DFAXDIMENSIONAL ETF TRUST$36.30-3.82%$97.7M0.20%15,955−0.6%
90VGTVANGUARD WORLD FD$115.28-6.14%$94.6M0.19%+18,742+16.0%
91EGEVEREST GROUP LTD$331.68-0.82%$94.1M0.19%+7,539+2.7%
92SPDWSPDR INDEX SHS FDS$49.33-3.71%$93.5M0.19%180,252−8.1%
93BKNGBOOKING HOLDINGS INC$165.84-0.99%$93.3M0.19%+5,227+30.9%
94XLKSELECT SECTOR SPDR TR$180.30-6.66%$91.8M0.19%8,917−1.3%
95VVISA INC$323.571.06%$90.4M0.18%+53,725+21.9%
96BKLNINVESCO EXCH TRADED FD TR II$20.46-0.20%$89.3M0.18%+350,878+8.7%
97DFACDIMENSIONAL ETF TRUST$43.46-2.34%$89.0M0.18%+714+0.0%
98SPTISPDR SERIES TRUST$28.230.16%$89.0M0.18%+260,437+9.2%
99IGSBISHARES TR$52.14-0.31%$88.9M0.18%+81,706+5.1%
100AFLAFLAC INC$118.242.56%$88.0M0.18%70,926−8.1%
101USHYISHARES TR$87.9M0.18%+20,660+0.9%
102WSMWILLIAMS SONOMA INC$87.0M0.18%+20,899+4.6%
103COMTISHARES U S ETF TR$86.5M0.18%+2,330,619+1022.2%
104IUSBISHARES TR$86.1M0.18%+66,508+3.7%
105AMGNAMGEN INC$85.8M0.17%+15,719+6.9%
106QCOMQUALCOMM INC$85.1M0.17%+4,773+0.7%
107WMT2WELLS FARGO & CO$84.7M0.17%32,353−2.9%
108SCHGSCHWAB STRATEGIC TR$84.7M0.17%+7,504+0.3%
109XOMEXXON MOBIL CORP$83.5M0.17%+37,666+8.3%
110JPSTJ P MORGAN EXCHANGE TRADED F$82.6M0.17%+108,997+7.2%
111USDUWISDOMTREE TR$82.4M0.17%+3,074,866+5639.0%
112NRGNRG ENERGY INC$82.1M0.17%19,293−3.3%
113DXJWISDOMTREE TR$80.4M0.16%+497,925+5308.9%
114XBISPDR SERIES TRUST$79.6M0.16%12,828−2.0%
115EDCONSOLIDATED EDISON INC$79.0M0.16%3,906−0.6%
116INGRINGREDION INC$78.5M0.16%+31,989+4.8%
117XLESELECT SECTOR SPDR TR$78.2M0.16%+1,260,005+7281.6%
118VOVANGUARD INDEX FDS$77.5M0.16%63,249−19.0%
119CWBSPDR SERIES TRUST$77.1M0.16%68,772−7.5%
120VNQVANGUARD INDEX FDS$76.7M0.16%+2,947+0.3%
121RPVINVESCO EXCHANGE TRADED FD T$76.1M0.16%+708,494+169496.2%
122IGLBISHARES TR$75.2M0.15%+27,087+1.8%
123IAUISHARES GOLD TR$74.3M0.15%201,308−19.3%
124SHVISHARES TR$74.0M0.15%15,972−2.3%
125IPACISHARES TR$73.0M0.15%12,731−1.3%
126SCHPSCHWAB STRATEGIC TR$71.5M0.15%+755,117+39.1%
127LRCXLAM RESEARCH CORP$70.9M0.14%+196,979+146.3%
128OMCOMNICOM GROUP INC$70.2M0.14%+69,154+8.0%
129SPSMSPDR SERIES TRUST$69.5M0.14%104,018−6.7%
130SPEMSPDR INDEX SHS FDS$68.4M0.14%5,637−0.4%
131PEGPUBLIC SVC ENTERPRISE GROUP$67.8M0.14%71,978−7.9%
132BBUSJ P MORGAN EXCHANGE TRADED F$66.8M0.14%+14,870+2.7%
133COSTCOSTCO WHOLESALE CORPORATION$65.9M0.13%+9,153+16.1%
134IAGGISHARES TR$65.2M0.13%+718,504+122.8%
135WDCWESTERN DIGITAL CORP$64.7M0.13%30,898−11.4%
136KGCKINROSS GOLD CORP$64.2M0.13%+92,041+4.6%
137HYDVANECK ETF TRUST$64.2M0.13%34,597−2.6%
138VBVANGUARD INDEX FDS$63.7M0.13%48,940−16.8%
139SPBOSPDR SERIES TRUST$63.0M0.13%+694,327+47.0%
140VICIVICI PPTYS INC$61.9M0.13%+21,975+1.0%
141SJNKSPDR SERIES TRUST$61.8M0.13%+168,058+7.3%
142NVSNOVARTIS AG$61.7M0.13%2,457−0.6%
143VOXVANGUARD WORLD FD$61.7M0.13%+151,595+79.2%
144OHIOMEGA HEALTHCARE INVS INC$61.6M0.13%3,786−0.3%
145FANGDIAMONDBACK ENERGY INC$60.1M0.12%+6,069+2.0%
146ACWIISHARES TR$60.0M0.12%+1,430+0.3%
147PHMPULTE GROUP INC$58.8M0.12%133,540−21.1%
148VWOVANGUARD INTL EQUITY INDEX F$58.7M0.12%+40,476+3.9%
149AGGISHARES TR$58.6M0.12%675,310−53.3%
150DHID R HORTON INC$58.3M0.12%6,779−1.6%
151COPCONOCOPHILLIPS$57.9M0.12%+28,428+6.9%
152HYSPIMCO ETF TR$57.2M0.12%+689+0.1%
153DFSDDIMENSIONAL ETF TRUST$57.0M0.12%29,659−2.4%
154ASMLASML HLDG NV$56.3M0.11%+3,462+8.8%
155MDTMEDTRONIC PLC$55.9M0.11%+58,596+10.0%
156BDXBECTON DICKINSON & CO$55.9M0.11%+84,539+31.2%
157PLTRPALANTIR TECHNOLOGIES INC$55.7M0.11%+6,668+1.8%
158LLYELI LILLY & CO$55.6M0.11%+1,558+2.6%
159XLFSELECT SECTOR SPDR TR$54.0M0.11%+57,902+5.6%
160EMHYISHARES INC$53.9M0.11%+118,767+9.5%
161EXPDEXPEDITORS INTL WASH INC$53.7M0.11%+12,417+3.4%
162CVSCVS HEALTH CORP$52.3M0.11%4,374−0.6%
163VEUVANGUARD INTL EQUITY INDEX F$52.1M0.11%21,807−3.0%
164SNASNAP ON INC$51.0M0.10%988−0.7%
165LVHILEGG MASON ETF INVT$50.9M0.10%949,194−43.0%
166CGUSCAPITAL GROUP CORE EQUITY ET$50.8M0.10%+153,080+13.1%
167MTGMGIC INVT CORP WIS$50.6M0.10%112,697−5.5%
168VONGVANGUARD SCOTTSDALE FDS$50.1M0.10%+1,594+0.3%
169XLCSELECT SECTOR SPDR TR$49.6M0.10%39,446−8.1%
170ASHRDBX ETF TR$49.0M0.10%+1,501,769NEW
171ICLNISHARES TR$48.6M0.10%248,926−8.6%
172VTIPVANGUARD MALVERN FDS$47.8M0.10%70,841−6.9%
173DFUSDIMENSIONAL ETF TRUST$47.7M0.10%+36,522+5.7%
174PPCPILGRIMS PRIDE CORP$46.7M0.10%+38,650+3.2%
175TMHCTAYLOR MORRISON HOME CORP$46.1M0.09%6,257−0.8%
176TROWPRICE T ROWE GROUP INC$45.9M0.09%2,126−0.4%
177ADIANALOG DEVICES INC$45.3M0.09%9,236−6.1%
178LINLINDE PLC$44.6M0.09%+13,465+17.6%
179VGLTVANGUARD SCOTTSDALE FDS$44.4M0.09%+14,595+1.9%
180BBCAJ P MORGAN EXCHANGE TRADED F$44.0M0.09%5,260−1.1%
181XLVSELECT SECTOR SPDR TR$43.9M0.09%+59,450+24.8%
182RTXRTX CORPORATION$43.6M0.09%30,916−12.0%
183CGGECAPITAL GROUP GLOBAL EQUITY$43.6M0.09%+216,961+17.9%
184APDAIR PRODUCTS AND CHEMICALS I$43.6M0.09%+14,056+10.3%
185UBERUBER TECHNOLOGIES INC$43.2M0.09%+137,671+29.7%
186ENBENBRIDGE INC$43.0M0.09%+100,756+14.5%
187ELVELEVANCE HEALTH INC FORMERLY$42.6M0.09%+39,837+37.7%
188WMTWALMART INC$42.5M0.09%14,644−4.1%
189GDGENERAL DYNAMICS CORP$42.4M0.09%+10,968+9.7%
190AMDADVANCED MICRO DEVICES INC$42.1M0.09%11,291−5.2%
191VGITVANGUARD SCOTTSDALE FDS$40.9M0.08%+18,992+2.8%
192SPMBSPDR SERIES TRUST$40.6M0.08%+71,381+4.1%
193SRESEMPRA$40.2M0.08%6,509−1.5%
194FTLSFIRST TR EXCH TRADED FD III$39.1M0.08%+47,314+9.3%
195SBUXSTARBUCKS CORP$38.8M0.08%+40,826+10.4%
196EFAVISHARES TR$38.4M0.08%9,070−2.1%
197CCITIGROUP INC$37.9M0.08%+12,439+3.9%
198CVXCHEVRON CORPORATION$37.7M0.08%+14,578+8.7%
199AZNASTRAZENECA PLC$37.7M0.08%+191,107NEW
200INTUINTUIT$37.7M0.08%+23,356+36.6%
201GEGE AEROSPACE$37.6M0.08%35−0.0%
202VYMIVANGUARD WHITEHALL FDS$37.5M0.08%7,628−1.9%
203BTIBRITISH AMERN TOB PLC$37.4M0.08%+82,219+14.7%
204UNHUNITEDHEALTH GROUP INC$37.4M0.08%1,703−1.2%
205CTSHCOGNIZANT TECHNOLOGY SOLUTIO$36.4M0.07%+28,883+5.1%
206DISDISNEY WALT CO$36.3M0.07%+57,928+18.2%
207BACBANK AMERICA CORP$36.0M0.07%278,601−27.4%
208CGDVCAPITAL GROUP DIVIDEND VALUE$36.0M0.07%+83,781+11.0%
209SPABSPDR SERIES TRUST$35.7M0.07%+346,596+33.1%
210MNSTMONSTER BEVERAGE CORP NEW$34.9M0.07%29,579−5.8%
211TXNTEXAS INSTRS INC$34.9M0.07%+66,807+59.2%
212NFLXNETFLIX INC.$34.9M0.07%+45,502+14.3%
213SONYSONY GROUP CORP$34.4M0.07%28,605−1.7%
214VNQIVANGUARD INTL EQUITY INDEX F$34.4M0.07%1,056,165−57.7%
215GLDMWORLD GOLD TR$34.2M0.07%188,397−33.8%
216JNJJOHNSON & JOHNSON$34.2M0.07%+3,148+2.3%
217CGMUCAPITAL GRP FIXED INCM ETF T$34.0M0.07%+46,221+3.8%
218DVYISHARES TR$33.4M0.07%2,618−1.2%
219TFLOISHARES TR$33.4M0.07%109−0.0%
220SBSCOMPANHIA DE SANEAMENTO BASI$33.3M0.07%+106,469+10.8%
221ICEINTERCONTINENTAL EXCHANGE IN$32.8M0.07%+107,431+106.3%
222LMBSFIRST TR EXCHANGE-TRADED FD$32.7M0.07%+46,915+7.7%
223HGERHARBOR ETF TRUST$32.3M0.07%+176,606+20.4%
224HYLBDBX ETF TR$32.2M0.07%+5,439+0.6%
225BBINJ P MORGAN EXCHANGE TRADED F$32.1M0.07%19,302−4.2%
226NOWSERVICENOW INC$32.0M0.07%+42,110+15.9%
227CHKPCHECK POINT SOFTWARE TECH LT$32.0M0.07%+10,903+5.1%
228SPTSSPDR SERIES TRUST$31.9M0.07%+358,356+48.7%
229SPHYSPDR SERIES TRUST$31.9M0.07%+161,858+13.4%
230EMBISHARES TR$31.9M0.07%988,554−74.4%
231TFISPDR SERIES TRUST$31.9M0.07%+19,373+2.8%
232BKBANK NEW YORK MELLON CORP$31.7M0.06%1,628−0.6%
233ORLYOREILLY AUTOMOTIVE INC$31.6M0.06%46,217−11.9%
234USFRWISDOMTREE TR$31.4M0.06%+12,179+2.0%
235JFLXJ P MORGAN EXCHANGE TRADED F$31.3M0.06%9,333−1.5%
236IQVIQVIA HLDGS INC$31.3M0.06%+10,858+6.3%
237CBCHUBB LTD SWITZ$31.0M0.06%831−0.9%
238CDNSCADENCE DESIGN SYSTEM INC$31.0M0.06%+2,755+2.5%
239JMUBJ P MORGAN EXCHANGE TRADED F$30.9M0.06%9,965−1.6%
240CGGOCAPITAL GROUP GBL GROWTH EQT$30.7M0.06%+153,756+20.0%
241YUMCYUM CHINA HLDGS INC$30.6M0.06%+86,550+16.0%
242CGHMCAPITAL GRP FIXED INCM ETF T$30.4M0.06%+70,900+6.3%
243EMBJEMBRAER S.A.$30.3M0.06%+27,560+5.7%
244CERYSPDR SERIES TRUST$30.2M0.06%+219,517+34.5%
245MCKMCKESSON CORP$30.2M0.06%1,316−3.6%
246BINCBLACKROCK ETF TRUST II$30.0M0.06%+138,610+31.6%
247SMHVANECK ETF TRUST$29.9M0.06%+15,613+25.0%
248GVIISHARES TR$29.7M0.06%1,724−0.6%
249EWXSPDR INDEX SHS FDS$29.5M0.06%3,213−0.7%
250KOCOCA COLA CO$29.4M0.06%+50,506+15.0%
251DFATDIMENSIONAL ETF TRUST$29.2M0.06%+9,585+2.1%
252GISGENERAL MILLS INC$28.9M0.06%27,547−3.4%
253TMOTHERMO FISHER SCIENTIFIC INC$28.9M0.06%+21,087+56.0%
254WELLWELLTOWER INC$28.6M0.06%+13,462+10.3%
255IDXXIDEXX LABS INC$28.6M0.06%1,945−3.7%
256TSTENARIS S A$28.6M0.06%13,140−2.6%
257JGLOJ P MORGAN EXCHANGE TRADED F$28.5M0.06%6,343−1.4%
258XLPSELECT SECTOR SPDR TR$28.4M0.06%107,901−23.8%
259CGGRCAPITAL GROUP GROWTH ETF$28.3M0.06%+146,564+26.3%
260MSMORGAN STANLEY$28.3M0.06%+11,305+7.0%
261LENLENNAR CORP$28.3M0.06%21,310−6.1%
262GSGOLDMAN SACHS GROUP INC$28.2M0.06%1,201−3.5%
263MRKMERCK & CO INC$27.9M0.06%+57,422+32.8%
264SNOWSNOWFLAKE INC$27.9M0.06%13,851−7.0%
265HDHOME DEPOT INC$27.8M0.06%+13,866+19.6%
266NBOSNEUBERGER BERMAN ETF TRUST$27.7M0.06%22,022−2.1%
267MOATVANECK ETF TRUST$27.6M0.06%+5,561+2.0%
268TSNTYSON FOODS INC$27.5M0.06%1,262−0.3%
269AKREPROFESIONALLY MANAGED PORTFO$27.3M0.06%37,163−6.7%
270IYWISHARES TR$27.2M0.06%+24,859+19.9%
271PHPARKER-HANNIFIN CORP$27.0M0.05%+1,922+6.8%
272CMCANADIAN IMPERIAL BANK OF CO$27.0M0.05%+16,562+6.2%
273VRTXVERTEX PHARMACEUTICALS INC$26.8M0.05%30,529−33.7%
274BLKBLACKROCK INC$26.7M0.05%+569+2.1%
275APHAMPHENOL CORP$26.7M0.05%+155,644+280.5%
276GSKGSK PLC$26.5M0.05%+47,772+11.0%
277FLCHFRANKLIN TEMPLETON ETF TR$26.5M0.05%+159,370+15.5%
278AAGILENT TECHNOLOGIES INC$26.4M0.05%2,838−1.2%
279CRMSALESFORCE INC$26.3M0.05%+6,076+4.5%
280RTORENTOKIL INITIAL PLC$26.3M0.05%+188,190+29.0%
281VTWGVANGUARD SCOTTSDALE FDS$26.3M0.05%+440+0.4%
282SPMDSPDR SERIES TRUST$26.2M0.05%+16,732+3.9%
283PBRPETROLEO BRASILEIRO S A$26.2M0.05%+88,745+7.6%
284CGMMCAPITAL GROUP EQUITY ETF TR$26.1M0.05%+139,216+18.5%
285TOLTOLL BROTHERS INC$26.1M0.05%+10,837+6.0%
286IDVISHARES TR$26.1M0.05%15,656−2.5%
287SHOPSHOPIFY INC$26.0M0.05%+5,521+2.6%
288AONAON PLC$26.0M0.05%+67,178+504.3%
289ISRGINTUITIVE SURGICAL INC$25.8M0.05%1,075−1.9%
290RYAAYRYANAIR HOLDINGS PLC$25.6M0.05%+87,210+24.5%
291AXPAMERICAN EXPRESS CO$25.3M0.05%+2,312+2.8%
292LOWLOWES COS INC$25.3M0.05%+20,123+23.1%
293AIQGLOBAL X FDS$24.7M0.05%+80,303+17.9%
294TTETOTALENERGIES SE$24.7M0.05%+24,668+10.0%
295PCARPACCAR INC$24.6M0.05%+274+0.1%
296SNYSANOFI SA$24.5M0.05%+65,796+14.8%
297BSVVANGUARD BD INDEX FDS$24.4M0.05%+5,700+1.9%
298COFCAPITAL ONE FINL CORP$24.3M0.05%+14,341+12.1%
299BAIBLACKROCK ETF TRUST$24.1M0.05%+554,491+311.2%
300WECWEC ENERGY GROUP INC$23.8M0.05%+25,640+14.2%
301DFCFDIMENSIONAL ETF TRUST$23.3M0.05%16,978−3.0%
302CARRCARRIER GLOBAL CORPORATION$23.0M0.05%2,301−0.6%
303QTUMETF SER SOLUTIONS$23.0M0.05%+29,095+15.7%
304ABBVABBVIE INC$22.8M0.05%3,145−2.9%
305WHWYNDHAM HOTELS & RESORTS INC$22.8M0.05%+53,338+23.4%
306ANETARISTA NETWORKS INC$22.8M0.05%118,930−39.1%
307ULUNILEVER PLC$22.7M0.05%+60,827+18.0%
308XUDVFRANKLIN TEMPLETON ETF TR$22.6M0.05%7,540−0.9%
309CORCENCORA INC$22.6M0.05%+4,570+6.8%
310CGCARLYLE GROUP INC$22.5M0.05%5,591−1.2%
311CGDGCAPITAL GROUP DIVIDEND GROWE$22.5M0.05%+61,058+10.8%
312CAHCARDINAL HEALTH INC$22.4M0.05%+27,631+35.4%
313DEDEERE & CO$22.3M0.05%+7,488+23.3%
314CMFISHARES TR$22.3M0.05%+18,851+5.1%
315MPWRMONOLITHIC PWR SYS INC$22.2M0.05%6−0.0%
316VEEVVEEVA SYS INC$22.2M0.05%4,636−3.5%
317RNRRENAISSANCERE HLDGS LTD$22.0M0.04%+959+1.3%
318PEPPEPSICO INC$21.7M0.04%8,319−5.6%
319ABNBAIRBNB INC$21.7M0.04%+20,725+13.7%
320AOAISHARES TR$21.7M0.04%+5,036+2.1%
321PFEPFIZER INC$21.3M0.04%1,755,145−69.8%
322ETRENTERGY CORP NEW$21.2M0.04%+10,729+6.0%
323CHRWC H ROBINSON WORLDWIDE IN$21.1M0.04%+87,204+218.2%
324MLMMARTIN MARIETTA MATLS INC$21.1M0.04%+6,301+21.4%
325AMTAMERICAN TOWER CORP$20.9M0.04%+32,269+36.3%
326ABTABBOTT LABORATORIES$20.8M0.04%+16,506+8.9%
327LHLABCORP HOLDINGS INC$20.8M0.04%+6,419+9.0%
328GXCSPDR INDEX SHS FDS$20.6M0.04%+1,660+0.8%
329CPRTCOPART INC$20.4M0.04%+107,637+21.2%
330ORCLORACLE CORP$20.3M0.04%106,402−43.6%
331ALLEALLEGION PLC$20.1M0.04%+22,101+19.0%
332FLHYFRANKLIN TEMPLETON ETF TR$20.1M0.04%1,515−0.2%
333SCHBSCHWAB STRATEGIC TR$19.9M0.04%22,170−2.7%
334QQQINVESCO QQQ TR$19.4M0.04%+651+2.0%
335LYGLLOYDS BANKING GROUP PLC$19.4M0.04%+433,849+12.7%
336ADBEADOBE INC$19.3M0.04%+7,025+9.7%
337XEMDBONDBLOXX ETF TRUST$19.1M0.04%3,235−0.7%
338GLDSPDR GOLD TR$19.1M0.04%+892+2.1%
339GWXSPDR INDEX SHS FDS$19.0M0.04%9,138−2.0%
340GILDGILEAD SCIENCES INC$19.0M0.04%8,145−5.6%
341DEMWISDOMTREE TR$18.9M0.04%3,195−0.8%
342FISFIDELITY NATL INFORMATION SV$18.8M0.04%+16,854+4.4%
343EOGEOG RES INC$18.8M0.04%22,363−14.7%
344AJGGALLAGHER ARTHUR J & CO$18.7M0.04%+12,822+17.5%
345USBUS BANCORP$18.6M0.04%+141,715+65.7%
346MLIMUELLER INDS INC$18.6M0.04%+63,291+60.6%
347DUKDUKE ENERGY CORP NEW$18.5M0.04%+17,802+14.4%
348AORISHARES TR$18.4M0.04%+5,534+2.0%
349FERGFERGUSON ENTERPRISES INC$18.2M0.04%+47,498+155.4%
350NEENEXTERA ENERGY INC$18.0M0.04%23,230−10.7%
351CMGCHIPOTLE MEXICAN GRILL INC$17.9M0.04%+216,277+63.2%
352XLUSELECT SECTOR SPDR TR$17.9M0.04%55,420−12.5%
353CITHE CIGNA GROUP$17.5M0.04%+5,963+10.0%
354LAMRLAMAR ADVERTISING CO$17.5M0.04%+16,365+13.5%
355ETNEATON CORP PLC$17.4M0.04%+663+1.4%
356FDISFIDELITY COVINGTON TRUST$17.4M0.04%25,878−12.2%
357ICVTISHARES TR$17.3M0.04%7,886−4.4%
358TDIVFIRST TR EXCHANGE TRADED FD$17.3M0.04%+15,129+8.9%
359IVWISHARES TR$17.2M0.04%+11,232+8.0%
360SPYVSPDR SERIES TRUST$17.2M0.04%44,732−12.8%
361MCDMCDONALDS CORP$17.0M0.03%597−1.1%
362IDEFBLACKROCK ETF TRUST$16.9M0.03%+517,044NEW
363NVMINOVA LTD$16.9M0.03%3,575−8.4%
364VTEBVANGUARD MUN BD FDS$16.8M0.03%9,873−2.8%
365UNPUNION PAC CORP$16.7M0.03%+4,163+6.4%
366HYFIAB ACTIVE ETFS INC$16.7M0.03%+3,585+0.8%
367ACNACCENTURE PLC IRELAND$16.7M0.03%+59,968+246.7%
368TJXTJX COS INC NEW$16.7M0.03%73,672−41.3%
369MARMARRIOTT INTL INC NEW$16.7M0.03%+12,013+30.9%
370ZTSZOETIS INC$16.6M0.03%+120,906+608.7%
371RAAXVANECK ETF TRUST$16.6M0.03%+46,108+12.8%
372ATOATMOS ENERGY CORP$16.5M0.03%+2,278+2.6%
373VCRVANGUARD WORLD FD$16.1M0.03%+18,737+72.0%
374DFNMDIMENSIONAL ETF TRUST$15.9M0.03%9,014−2.6%
375CTASIMPLIFY EXCHANGE TRADED FUN$15.9M0.03%37,829−6.7%
376COOCOOPER COS INC$15.9M0.03%+37,939+20.6%
377AFLGFIRST TR EXCHNG TRADED FD VI$15.9M0.03%+104,214+33.9%
378PFFDGLOBAL X FDS$15.9M0.03%+9,912+1.2%
379TFCTRUIST FINL CORP$15.8M0.03%+37,282+12.1%
380GEVGE VERNOVA INC$15.8M0.03%+1,180+7.0%
381NXPINXP SEMICONDUCTORS N V$15.8M0.03%+39,847+98.3%
382NTESNETEASE COM INC$15.8M0.03%+10,238+7.8%
383MASMASCO CORP$15.7M0.03%+28,279+12.2%
384HLTHILTON WORLDWIDE HLDGS INC$15.7M0.03%2,478−4.6%
385KAMOMANAGED PORTFOLIO SERIES$15.7M0.03%44,156−6.5%
386IBMINTERNATIONAL BUSINESS MACHS$15.6M0.03%+12,791+24.8%
387ISMFBLACKROCK ETF TRUST$15.6M0.03%+569,953NEW
388HCAHCA HEALTHCARE INC$15.5M0.03%+11,153+51.8%
389MBBISHARES TR$15.4M0.03%1,777−1.1%
390MSIMOTOROLA SOLUTIONS INC$15.3M0.03%1,017−2.8%
391VRSNVERISIGN INC$15.2M0.03%+20,173+49.0%
392HIIHUNTINGTON INGALLS INDS INC$15.2M0.03%+5,531+16.0%
393CAVACAVA GROUP INC$15.2M0.03%+46,801+33.3%
394XIDVFRANKLIN TEMPLETON ETF TR$15.0M0.03%10,124−2.4%
395CLOABLACKROCK ETF TRUST II$15.0M0.03%+80,921+38.8%
396EMLCVANECK ETF TRUST$14.9M0.03%+23,278+4.1%
397TYLTYLER TECHNOLOGIES INC$14.9M0.03%25,162−36.6%
398PANWPALO ALTO NETWORKS INC$14.9M0.03%+4,195+4.7%
399TRUTRANSUNION$14.9M0.03%71,118−24.9%
400XLYSELECT SECTOR SPDR TR$14.8M0.03%23,485−14.7%
401IXUSISHARES TR$14.7M0.03%3,990−1.9%
402ADSKAUTODESK INC$14.7M0.03%+7,230+13.3%
403MFCMANULIFE FINL CORP$14.6M0.03%+9,763+2.4%
404VPLVANGUARD INTL EQUITY INDEX F$14.6M0.03%206,812−58.1%
405IGMISHARES TR$14.6M0.03%+17,786+16.9%
406VSTVISTRA CORP$14.6M0.03%858,940−89.9%
407WMGWARNER MUSIC GROUP CORP$14.6M0.03%+173,680+43.8%
408CATCATERPILLAR INC$14.5M0.03%8,820−30.1%
409JPHYJ P MORGAN EXCHANGE TRADED F$14.5M0.03%+128+0.0%
410HYEMVANECK ETF TRUST$14.4M0.03%+84,849+13.2%
411FAPRFIRST TR EXCHNG TRADED FD VI$14.2M0.03%+27,451+9.5%
412NOCNORTHROP GRUMMAN CORP$14.2M0.03%8,720−29.5%
413FJANFIRST TR EXCHNG TRADED FD VI$14.1M0.03%+27,894+11.1%
414FSEPFIRST TR EXCHNG TRADED FD VI$14.1M0.03%+28,716+11.4%
415FOCTFIRST TR EXCHNG TRADED FD VI$14.1M0.03%+30,594+11.6%
416SMHXVANECK ETF TRUST$14.1M0.03%+68,436+22.1%
417PLDPROLOGIS INC.$14.1M0.03%+25,030+30.8%
418TRUTVANECK ETF TRUST$14.1M0.03%+111,709+23.5%
419AMRZAMRIZE LTD$14.1M0.03%+249,543+18567.2%
420FNOVFIRST TR EXCHNG TRADED FD VI$14.1M0.03%+27,388+11.6%
421FMAYFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+24,007+9.9%
422FFEBFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+22,773+10.0%
423FMARFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+18,242+6.7%
424FAUGFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+27,228+11.2%
425FJUNFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+21,833+9.6%
426FDECFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+27,216+10.7%
427FJULFIRST TR EXCHNG TRADED FD VI$14.0M0.03%+24,256+10.5%
428FDNFIRST TR EXCHANGE-TRADED FD$14.0M0.03%+11,147+23.0%
429FTCBFIRST TR EXCHANGE-TRADED FD$13.9M0.03%+29,102+4.6%
430WMBWILLIAMS COS INC$13.8M0.03%+15,939+9.1%
431DFGXDIMENSIONAL ETF TRUST$13.8M0.03%10,116−3.7%
432VRSKVERISK ANALYTICS INC$13.6M0.03%+24,774+52.6%
433RSGREPUBLIC SVCS INC$13.6M0.03%+619+1.0%
434FTGSFIRST TR EXCHANGE-TRADED FD$13.5M0.03%+43,302+12.2%
435CGNGCAPITAL GROUP NEW GEOGRAPHY$13.4M0.03%+95,215+28.8%
436EMHCSPDR SERIES TRUST$13.4M0.03%+2,502+0.5%
437FLSPFRANKLIN TEMPLETON ETF TR$13.4M0.03%+491,409+34460.7%
438VWOBVANGUARD WHITEHALL FDS$13.3M0.03%146,689−42.0%
439VVVANGUARD INDEX FDS$13.2M0.03%+20,032+82.9%
440CEGCONSTELLATION ENERGY CORP$13.2M0.03%3,488−6.9%
441TIMBTIM S A$13.0M0.03%+78,379+19.0%
442IBBISHARES TR$13.0M0.03%+2,681+3.6%
443DFAUDIMENSIONAL ETF TRUST$12.9M0.03%+317+0.1%
444NETCLOUDFLARE INC$12.8M0.03%+1,070+1.8%
445FTAFIRST TR EXCHANGE-TRADED ALP$12.8M0.03%2,281−1.6%
446RMBSRAMBUS INC DEL$12.7M0.03%+36,800+33.2%
447XELXCEL ENERGY INC$12.6M0.03%8,459−5.0%
448SRLNSSGA ACTIVE ETF TR$12.6M0.03%+8,799+2.9%
449BRBROADRIDGE FINL SOLUTIONS IN$12.6M0.03%+34,658+80.7%
450RDVYFIRST TR EXCHANGE TRADED FD$12.6M0.03%18,748−9.2%
451SAPSAP SE$12.5M0.03%+9,674+15.2%
452SCISERVICE CORP INTL$12.4M0.03%+119,674+388.4%
453PZAINVESCO EXCH TRADED FD TR II$12.4M0.03%+183,528+51.5%
454ARMARM HOLDINGS PLC$12.3M0.03%+16,149+24.7%
455CMICUMMINS INC$12.3M0.03%1,340−5.5%
456CSXCSX CORP$12.3M0.03%58,755−16.4%
457SYYSYSCO CORP$12.3M0.02%+10,547+6.5%
458HODLVANECK BITCOIN ETF$12.0M0.02%+22,036+3.6%
459SPLBSPDR SERIES TRUST$11.9M0.02%+314,468+142.2%
460BFHBREAD FINANCIAL HOLDINGS INC$11.9M0.02%+9,042+6.0%
461NUSCNUSHARES ETF TR$11.8M0.02%+2,327+0.9%
462DOVDOVER CORP$11.8M0.02%+325+0.6%
463BBVABANCO BILBAO VIZCAYA ARGENTA$11.8M0.02%+23,866+4.6%
464SYKSTRYKER CORPORATION$11.7M0.02%+31,687+791.0%
465CASYCASEYS GEN STORES INC$11.7M0.02%+13,424+510.2%
466QLTAISHARES TR$11.6M0.02%28,684−10.5%
467NLRVANECK ETF TRUST$11.6M0.02%+8,995+11.6%
468FSIGFIRST TR EXCHANGE-TRADED FD$11.5M0.02%+52,447+9.5%
469PPAINVESCO EXCHANGE TRADED FD T$11.4M0.02%+68,211+8939.8%
470BABAALIBABA GROUP HLDG LTD$11.3M0.02%+19,893+28.3%
471JXNJACKSON FINANCIAL INC$11.3M0.02%+6,634+6.6%
472WTAIWISDOMTREE TR$11.3M0.02%+400,217+381159.0%
473EEMAISHARES INC$11.1M0.02%199,784−63.2%
474FBTFIRST TR EXCHANGE-TRADED FD$11.1M0.02%+8,657+18.6%
475JIVEJ P MORGAN EXCHANGE TRADED F$11.0M0.02%+7,312+6.0%
476FLCBFRANKLIN TEMPLETON ETF TR$11.0M0.02%+67,987+15.3%
477GPZVANECK ETF TRUST$10.9M0.02%+95,749+23.2%
478ECLECOLAB INC$10.9M0.02%+1,155+2.9%
479BIOBIO RAD LABS INC$10.9M0.02%+6,224+19.0%
480FVDFIRST TR EXCHANGE-TRADED FD$10.8M0.02%+7,693+3.5%
481PNCPNC FINL SVCS GROUP INC$10.8M0.02%+62+0.1%
482HALOHALOZYME THERAPEUTICS INC$10.8M0.02%+29,202+21.3%
483CSCOCISCO SYS INC$10.7M0.02%11,032−7.4%
484CGBLCAPITAL GROUP CORE BALANCED$10.7M0.02%+85,448+37.9%
485BPBP PLC$10.7M0.02%+6,740+3.1%
486MDLZMONDELEZ INTL INC$10.6M0.02%+33,372+22.1%
487SHWSHERWIN WILLIAMS CO$10.6M0.02%+232+0.7%
488NDAQNASDAQ INC$10.6M0.02%+6,254+5.3%
489BKHYBNY MELLON ETF TRUST$10.4M0.02%+2,630+1.2%
490DGROISHARES TR$10.4M0.02%+1,778+1.2%
491SCHDSCHWAB STRATEGIC TR$10.4M0.02%51,624−13.2%
492QTECFIRST TR EXCHANGE-TRADED FD$10.4M0.02%+7,776+19.2%
493DDOMINION ENERGY INC$10.3M0.02%+22,399+15.4%
494CALMCAL MAINE FOODS INC$10.3M0.02%+11,868+10.0%
495MMM3M CO$10.3M0.02%9,443−11.7%
496FDTFIRST TR EXCH TRD ALPHDX FD$10.3M0.02%34,991−22.9%
497QUALISHARES TR$10.3M0.02%756−1.4%
498SANMSANMINA CORP$10.3M0.02%+6,404+8.8%
499VMCVULCAN MATLS CO$10.2M0.02%1,510−3.9%
500FLGBFRANKLIN TEMPLETON ETF TR$10.2M0.02%+6,176+2.2%

Source: SEC EDGAR · accession 0001344551-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.