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Institutional

BFSG, LLC

CIK 0001706836
$1.13B
Reported AUM
765
Positions
Q2 2026
Period
2026-07-20
Filed

Editorial summary

Summary for BFSG, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

VTINVDAIAUIVVNEMAAPLAVUVMSFTMRVLOther$815.7MBL

Top holdings· first 500 of 765

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$368.220.53%21.20%68.49%$47.8M4.24%HELD
2NVDANVIDIA CORPORATION$201.193.15%12.42%774.16%$35.0M3.11%HELD
3IAUISHARES GOLD TR$76.17-1.46%22.14%123.86%$30.1M2.66%HELD
4IVVISHARES TR$750.460.71%20.75%76.27%$27.0M2.39%HELD
5NEMNEWMONT CORP$93.71-2.14%54.62%90.90%$25.0M2.22%HELD
6AAPLAPPLE INC$310.42-6.90%65.41%124.96%$23.3M2.07%HELD
7AVUVAMERICAN CENTY ETF TR$125.280.03%40.62%80.36%$22.7M2.01%HELD
8MSFTMICROSOFT CORP$465.003.08%-13.24%55.41%$22.5M2.00%HELD
9MRVLMARVELL TECHNOLOGY INC$187.562.32%146.73%205.17%$22.0M1.95%HELD
10BNDVANGUARD BD INDEX FDS$72.23-0.26%1.67%-2.00%$19.3M1.71%HELD
11SGOLETFS GOLD TR$38.57-1.46%19.85%120.17%$19.2M1.70%HELD
12GOOGALPHABET INC$356.656.88%76.17%131.42%$16.9M1.50%HELD
13RTXRTX CORPORATION$215.150.36%38.00%178.86%$16.6M1.48%HELD
14APHAMPHENOL CORP$160.730.57%54.26%336.39%$16.5M1.46%HELD
15DFEMDIMENSIONAL ETF TRUST$37.700.43%28.79%63.66%$15.5M1.37%HELD
16GLDSPDR GOLD TR$371.53-1.49%22.01%122.26%$15.2M1.35%HELD
17VXUSVANGUARD STAR FDS$84.59-0.21%27.83%50.47%$14.3M1.27%HELD
18JPSTJ P MORGAN EXCHANGE TRADED F$50.540.00%3.90%19.93%$12.9M1.15%HELD
19CSXCSX CORP$50.400.42%45.37%64.64%$12.4M1.10%HELD
20BNDXVANGUARD CHARLOTTE FDS$47.77-0.23%0.77%0.04%$12.0M1.06%HELD
21AMZNAMAZON COM INC$271.4215.25%9.66%35.70%$11.8M1.04%HELD
22TSMTAIWAN SEMICONDUCTOR MANUFAC$404.310.25%73.36%267.64%$11.7M1.03%HELD
23PANWPALO ALTO NETWORKS INC$331.831.89%88.38%323.84%$11.7M1.03%HELD
24SPYSTATE STR SPDR S&P 500 ETF T$746.850.70%20.62%75.74%$10.4M0.92%HELD
25VDEVANGUARD WORLD FD$167.971.02%41.96%190.31%$9.8M0.87%HELD
26CHDCHURCH & DWIGHT CO INC$98.821.17%5.26%23.57%$9.5M0.84%HELD
27NINISOURCE INC$44.43-1.42%6.96%111.75%$9.4M0.83%HELD
28TTETOTALENERGIES SE$87.860.95%53.44%159.11%$9.1M0.81%HELD
29SCHPSCHWAB STRATEGIC TR$26.09-0.11%2.01%1.72%$9.1M0.81%HELD
30MOG/AMOOG INC$8.8M0.78%HELD
31LVHILEGG MASON ETF INVT$42.72-0.70%$8.8M0.78%HELD
32NSCNORFOLK SOUTHN CORP$335.480.46%$8.8M0.78%HELD
33JPMJPMORGAN CHASE & CO$351.860.29%$8.6M0.76%HELD
34DFLVDIMENSIONAL ETF TRUST$40.680.32%$8.3M0.74%HELD
35FBCGFIDELITY COVINGTON TRUST$59.781.15%$8.1M0.72%HELD
36COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%$7.9M0.70%HELD
37CLCOLGATE PALMOLIVE CO$91.30-0.33%$7.7M0.68%HELD
38IQLTISHARES TR$50.16-0.83%$7.7M0.68%HELD
39TXTTEXTRON INC$85.26-2.10%$7.7M0.68%HELD
40FCXFREEPORT MCMORAN INC$62.62-1.29%$7.6M0.68%HELD
41TJXTJX COS INC NEW$157.35-1.20%$7.4M0.66%HELD
42AMRZAMRIZE LTD$48.91-1.39%$7.3M0.65%HELD
43GDGENERAL DYNAMICS CORP$383.390.31%$7.2M0.64%HELD
44SHVISHARES TR$110.400.03%$7.2M0.64%HELD
45TRTOOTSIE ROLL INDS INC$39.02-0.94%$7.1M0.63%HELD
46SOSOUTHERN CO$94.610.28%$7.1M0.63%HELD
47ASMLASML HLDG NV$1629.00-1.36%$7.1M0.63%HELD
48ESLTELBIT SYS LTD$808.652.89%$6.9M0.61%HELD
49AXPAMERICAN EXPRESS CO$336.25-0.38%$6.8M0.60%HELD
50SOLVSOLVENTUM CORP$85.44-1.59%$6.7M0.60%HELD
51NEENEXTERA ENERGY INC$86.93-1.14%$6.7M0.59%HELD
52WYWEYERHAEUSER CO$25.036.51%$6.6M0.59%HELD
53VXFVANGUARD INDEX FDS$236.16-0.30%$6.5M0.58%HELD
54VOOVANGUARD INDEX FDS$686.710.72%$6.3M0.56%HELD
55MAMASTERCARD INCORPORATED$573.38-0.69%$6.2M0.55%HELD
56MWAMUELLER WTR PRODS INC$25.241.16%$5.8M0.51%HELD
57WMTWALMART INC$111.210.09%$5.7M0.51%HELD
58PAAPLAINS ALL AMERN PIPELINE L$24.57-1.01%$5.7M0.50%HELD
59RYNRAYONIER INC$21.781.82%$5.6M0.50%HELD
60ABBVABBVIE INC$250.88-2.54%$5.6M0.49%HELD
61JNJJOHNSON & JOHNSON$256.320.20%$5.5M0.48%HELD
62PNRPENTAIR PLC$65.44-1.10%$5.3M0.47%HELD
63HDHOME DEPOT INC$331.99-0.41%$5.3M0.47%HELD
64PAASPAN AMERN SILVER CORP$43.11-2.09%$5.2M0.46%HELD
65IJTISHARES TR$172.70-0.21%$5.2M0.46%HELD
66AIGAMERICAN INTL GROUP INC$78.58-0.39%$5.1M0.46%HELD
67SLVISHARES SILVER TR$52.37-2.12%$5.1M0.45%HELD
68AMGNAMGEN INC$385.16-0.64%$5.0M0.45%HELD
69TSLATESLA INC$311.110.73%$5.0M0.44%HELD
70RSPTINVESCO EXCHANGE TRADED FD T$60.420.57%$5.0M0.44%HELD
71AJGGALLAGHER ARTHUR J & CO$249.42-2.75%$4.8M0.43%HELD
72LINLINDE PLC$478.38-5.95%$4.7M0.42%HELD
73BDXBECTON DICKINSON & CO$165.620.10%$4.7M0.42%HELD
74MRKMERCK & CO INC$130.220.33%$4.6M0.41%HELD
75VZVERIZON COMMUNICATIONS INC$46.821.54%$4.6M0.40%HELD
76KBRKBR INC$36.616.52%$4.5M0.40%HELD
77XLKSELECT SECTOR SPDR TR$175.28-0.26%$4.5M0.40%HELD
78XMHQINVESCO EXCHANGE TRADED FD T$114.920.26%$4.4M0.39%HELD
79SCHZSCHWAB STRATEGIC TR$22.76-0.31%$4.4M0.39%HELD
80NATRNATURES SUNSHINE PRODS INC$20.15-0.69%$4.3M0.38%HELD
81NFLXNETFLIX INC.$71.69-2.02%$4.2M0.37%HELD
82ESEVERSOURCE ENERGY$71.59-3.05%$4.2M0.37%HELD
83LLYELI LILLY & CO$1148.35-0.57%$4.0M0.35%HELD
84VTCVANGUARD SCOTTSDALE FDS$75.25-0.19%$4.0M0.35%HELD
85SCHGSCHWAB STRATEGIC TR$34.171.12%$4.0M0.35%HELD
86VMCVULCAN MATLS CO$268.57-0.98%$3.9M0.35%HELD
87SYKSTRYKER CORPORATION$325.69-6.42%$3.9M0.35%HELD
88PNWPINNACLE WEST CAP CORP$100.99-0.33%$3.9M0.35%HELD
89CRHCRH PLC$95.01-1.03%$3.9M0.35%HELD
90MCDMCDONALDS CORP$270.670.83%$3.9M0.35%HELD
91ADMARCHER DANIELS MIDLAND CO$79.27-1.66%$3.8M0.34%HELD
92BPBP PLC$45.222.26%$3.8M0.33%HELD
93SUSLISHARES TR$132.921.47%$3.8M0.33%HELD
94PBAPEMBINA PIPELINE CORP$48.93-2.97%$3.8M0.33%HELD
95EPDENTERPRISE PRODS PARTNERS L$38.04-0.21%$3.7M0.33%HELD
96WMWASTE MGMT INC DEL$226.540.09%$3.6M0.32%HELD
97SHYISHARES TR$82.00-0.01%$3.6M0.32%HELD
98RMDRESMED INC$211.031.18%$3.6M0.32%HELD
99GEVGE VERNOVA INC$990.110.83%$3.5M0.31%HELD
100XLVSELECT SECTOR SPDR TR$162.55-0.59%$3.5M0.31%HELD
101PGPROCTER & GAMBLE CO$3.5M0.31%HELD
102VSGXVANGUARD WORLD FD$3.4M0.30%HELD
103OREALTY INCOME CORP$3.4M0.30%HELD
104PRUPRUDENTIAL FINL INC$3.4M0.30%HELD
105SCHDSCHWAB STRATEGIC TR$3.3M0.29%HELD
106XLFSELECT SECTOR SPDR TR$3.3M0.29%HELD
107VEEVVEEVA SYS INC$3.2M0.29%HELD
108VIGVANGUARD SPECIALIZED FUNDS$3.2M0.29%HELD
109KDPKEURIG DR PEPPER INC$3.2M0.28%HELD
110FASTFASTENAL CO$3.1M0.28%HELD
111XLISELECT SECTOR SPDR TR$3.1M0.28%HELD
112CVXCHEVRON CORPORATION$3.1M0.28%HELD
113NUVNUVEEN MUN VALUE FD INC$3.0M0.27%HELD
114AMPAMERIPRISE FINL INC$2.9M0.26%HELD
115KNXKNIGHT-SWIFT TRANSN HLDGS IN$2.8M0.25%HELD
116EXCEXELON CORP$2.8M0.25%HELD
117UBERUBER TECHNOLOGIES INC$2.7M0.24%HELD
118LMTLOCKHEED MARTIN CORP$2.7M0.24%HELD
119IBMINTERNATIONAL BUSINESS MACHS$2.7M0.24%HELD
120CCJCAMECO CORP$2.6M0.23%HELD
121CRMSALESFORCE INC$2.5M0.23%HELD
122VIGIVANGUARD WHITEHALL FDS$2.5M0.22%HELD
123AMDADVANCED MICRO DEVICES INC$2.5M0.22%HELD
124GOOGLALPHABET INC$2.5M0.22%HELD
125XLCSELECT SECTOR SPDR TR$2.4M0.21%HELD
126BSVVANGUARD BD INDEX FDS$2.3M0.20%HELD
127CGNGCAPITAL GROUP NEW GEOGRAPHY$2.1M0.19%HELD
128JMSTJ P MORGAN EXCHANGE TRADED F$2.1M0.19%HELD
129TDTFFLEXSHARES TR$2.1M0.19%HELD
130HBMHUDBAY MINERALS INC$2.1M0.18%HELD
131AGCOAGCO CORP$2.0M0.18%HELD
132ATOATMOS ENERGY CORP$2.0M0.18%HELD
133VWOVANGUARD INTL EQUITY INDEX F$2.0M0.17%HELD
134CNICANADIAN NATL RY CO$2.0M0.17%HELD
135IAGGISHARES TR$1.9M0.17%HELD
136CSCOCISCO SYS INC$1.9M0.17%HELD
137AVSUAMERICAN CENTY ETF TR$1.9M0.17%HELD
138SCHMSCHWAB STRATEGIC TR$1.9M0.17%HELD
139PYLDPIMCO ETF TR$1.9M0.17%HELD
140XLYSELECT SECTOR SPDR TR$1.8M0.16%HELD
141DUKDUKE ENERGY CORP NEW$1.8M0.16%HELD
142BKBANK OF NY MELLON CORP$1.7M0.15%HELD
143HONHONEYWELL INTL INC$1.7M0.15%HELD
144EQIXEQUINIX INC$1.7M0.15%HELD
145HONAHONEYWELL AEROSPACE INC$1.7M0.15%HELD
146ROCKGIBRALTAR INDS INC$1.6M0.14%HELD
147SPSBSPDR SERIES TRUST$1.6M0.14%HELD
148QQQINVESCO QQQ TR$1.6M0.14%HELD
149JPLDJ P MORGAN EXCHANGE TRADED F$1.5M0.13%HELD
150AEPAMERICAN ELEC PWR CO INC$1.5M0.13%HELD
151SCHXSCHWAB STRATEGIC TR$1.5M0.13%HELD
152EMAEMERA INC$1.5M0.13%HELD
153PEPPEPSICO INC$1.5M0.13%HELD
154NTRNUTRIEN LTD$1.5M0.13%HELD
155JAZZJAZZ PHARMACEUTICALS PLC$1.4M0.13%HELD
156PLTRPALANTIR TECHNOLOGIES INC$1.4M0.12%HELD
157USFDUS FOODS HLDG CORP$1.4M0.12%HELD
158EUSBISHARES TR$1.4M0.12%HELD
159ITAISHARES TR$1.3M0.12%HELD
160PFEPFIZER INC$1.2M0.11%HELD
161VCSHVANGUARD SCOTTSDALE FDS$1.2M0.11%HELD
162BACBANK OF AMER CORP$1.2M0.10%HELD
163MTZMASTEC INC$1.2M0.10%HELD
164XLPSELECT SECTOR SPDR TR$1.2M0.10%HELD
165SCHFSCHWAB STRATEGIC TR$1.1M0.10%HELD
166SCHVSCHWAB STRATEGIC TR$1.1M0.10%HELD
167DFIVDIMENSIONAL ETF TRUST$1.1M0.10%HELD
168NFGNATIONAL FUEL GAS CO$1.1M0.10%HELD
169FBNDFIDELITY MERRIMACK STR TR$1.1M0.10%HELD
170RSPINVESCO EXCHANGE TRADED FD T$1.0M0.09%HELD
171NOWSERVICENOW INC$1.0M0.09%HELD
172ISRGINTUITIVE SURGICAL INC$991K0.09%HELD
173MCKMCKESSON CORP$952K0.08%HELD
174XLUSELECT SECTOR SPDR TR$895K0.08%HELD
175SFMSPROUTS FMRS MKT INC$887K0.08%HELD
176WTRGESSENTIAL UTILS INC$872K0.08%HELD
177KMIKINDER MORGAN INC DEL$827K0.07%HELD
178RSGREPUBLIC SVCS INC$793K0.07%HELD
179ALMUAELUMA INC$786K0.07%HELD
180XLESELECT SECTOR SPDR TR$766K0.07%HELD
181DINOHF SINCLAIR CORP$764K0.07%HELD
182UNPUNION PAC CORP$752K0.07%HELD
183GEHCGE HEALTHCARE TECHNOLOGIES I$729K0.06%HELD
184VYMVANGUARD WHITEHALL FDS$717K0.06%HELD
185PPLPPL CORP$662K0.06%HELD
186CPCANADIAN PACIFIC KANSAS CITY$656K0.06%HELD
187EWEDWARDS LIFESCIENCES CORP$635K0.06%HELD
188XLBSELECT SECTOR SPDR TR$606K0.05%HELD
189ANETARISTA NETWORKS INC$602K0.05%HELD
190VOVANGUARD INDEX FDS$596K0.05%HELD
191AGGISHARES TR$592K0.05%HELD
192NVONOVO-NORDISK A S$587K0.05%HELD
193VTEBVANGUARD MUN BD FDS$577K0.05%HELD
194VNQVANGUARD INDEX FDS$576K0.05%HELD
195IJRISHARES TR$547K0.05%HELD
196ACNACCENTURE PLC IRELAND$544K0.05%HELD
197EIXEDISON INTL$536K0.05%HELD
198UNHUNITEDHEALTH GROUP INC$531K0.05%HELD
199SPNTSIRIUSPOINT LTD$520K0.05%HELD
200IJSISHARES TR$509K0.05%HELD
201OGEOGE ENERGY CORP$504K0.04%HELD
202DFASDIMENSIONAL ETF TRUST$494K0.04%HELD
203IWFISHARES TR$471K0.04%HELD
204CNMCORE & MAIN INC$464K0.04%HELD
205DLTRDOLLAR TREE INC$462K0.04%HELD
206COLDAMERICOLD REALTY TRUST INC$438K0.04%HELD
207OKTAOKTA INC$437K0.04%HELD
208STTSTATE STR CORP$428K0.04%HELD
209SUBISHARES TR$425K0.04%HELD
210VNOVORNADO RLTY TR$406K0.04%HELD
211SSRMSSR MINING IN$401K0.04%HELD
212VEAVANGUARD TAX-MANAGED FDS$400K0.04%HELD
213OGNORGANON & CO$393K0.03%HELD
214VLOVALERO ENERGY CORP$386K0.03%HELD
215WALWESTERN ALLIANCE BANCORP$383K0.03%HELD
216AONAON PLC$382K0.03%HELD
217SRSPIRE INC$382K0.03%HELD
218SCHESCHWAB STRATEGIC TR$381K0.03%HELD
219RYROYAL BK CDA$372K0.03%HELD
220LEGHLEGACY HOUSING CORP$368K0.03%HELD
221WSBCWESBANCO INC$367K0.03%HELD
222CMCSACOMCAST CORP NEW$364K0.03%HELD
223METAMETA PLATFORMS INC$349K0.03%HELD
224VGITVANGUARD SCOTTSDALE FDS$348K0.03%HELD
225GPNGLOBAL PMTS INC$342K0.03%HELD
226FLGFLAGSTAR BANK NATIONAL ASSOC$341K0.03%HELD
227MDYSTATE STR SPDR S&P MIDCAP 40$341K0.03%HELD
228VTVVANGUARD INDEX FDS$336K0.03%HELD
229SONSONOCO PRODS CO$329K0.03%HELD
230BSXBOSTON SCIENTIFIC CORP$324K0.03%HELD
231DARDARLING INGREDIENTS INC$321K0.03%HELD
232PWBINVESCO EXCHANGE TRADED FD T$317K0.03%HELD
233JEFJEFFERIES FINANCIAL GROUP IN$316K0.03%HELD
234DIASTATE STR SPDR DOW JONES IND$310K0.03%HELD
235LKQLKQ CORP$310K0.03%HELD
236PKPARK HOTELS & RESORTS INC$302K0.03%HELD
237IHDGWISDOMTREE TR$297K0.03%HELD
238AFLAFLAC INC$295K0.03%HELD
239ACIALBERTSONS COMPANIES INC$294K0.03%HELD
240QDELQUIDELORTHO CORP$290K0.03%HELD
241CNCCENTENE CORP DEL$286K0.03%HELD
242KOCOCA COLA CO$285K0.03%HELD
243CGCARLYLE GROUP INC$284K0.03%HELD
244PKOHPARK-OHIO HLDGS CORP$283K0.03%HELD
245GOVTISHARES TR$283K0.03%HELD
246ABEVAMBEV SA$281K0.02%HELD
247TRVTRAVELERS COMPANIES INC$280K0.02%HELD
248SIRISIRIUSXM HOLDINGS INC$278K0.02%HELD
249FOURSHIFT4 PMTS INC$276K0.02%HELD
250CRCCALIFORNIA RES CORP$273K0.02%HELD
251PBPROSPERITY BANCSHARES INC$272K0.02%HELD
252CNNECANNAE HLDGS INC$272K0.02%HELD
253PSECPROSPECT CAP CORP$271K0.02%HELD
254IJHISHARES TR$269K0.02%HELD
255OCSLOAKTREE SPECIALTY LENDING$268K0.02%HELD
256CMBTCMB.TECH NV$267K0.02%HELD
257GEGE AEROSPACE$266K0.02%HELD
258AQNALGONQUIN POWER & UTILITIES$266K0.02%HELD
259BGCBGC GROUP INC$262K0.02%HELD
260VYXNCR VOYIX CORPORATION$261K0.02%HELD
261AAPADVANCE AUTO PARTS INC$253K0.02%HELD
262IVWISHARES TR$249K0.02%HELD
263OBDCBLUE OWL CAPITAL CORPORATION$249K0.02%HELD
264ARMARM HOLDINGS PLC$248K0.02%HELD
265PBFPBF ENERGY INC$242K0.02%HELD
266AVTRAVANTOR INC$242K0.02%HELD
267PSKYPARAMOUNT SKYDANCE CORP$241K0.02%HELD
268CATCATERPILLAR INC$239K0.02%HELD
269UMHUMH PPTYS INC$239K0.02%HELD
270PDMPIEDMONT REALTY TRUST INC$236K0.02%HELD
271PMPHILIP MORRIS INTL INC$234K0.02%HELD
272DISDISNEY WALT CO$234K0.02%HELD
273NICENICE LTD$233K0.02%HELD
274OIO-I GLASS INC$233K0.02%HELD
275BBDCBARINGS BDC INC$233K0.02%HELD
276BBUCBROOKFIELD BUSINESS CORP$231K0.02%HELD
277FRTFEDERAL RLTY INVT TR NEW$231K0.02%HELD
278METMETLIFE INC$231K0.02%HELD
279PNFPPINNACLE FINL PARTNERS INC$230K0.02%HELD
280CBCHUBB LIMITED$228K0.02%HELD
281BNBROOKFIELD CORP$227K0.02%HELD
282IWMISHARES TR$226K0.02%HELD
283MRSHMARSH & MCLENNAN COS INC$226K0.02%HELD
284DEODIAGEO PLC$225K0.02%HELD
285UGIUGI CORP NEW$223K0.02%HELD
286CXMSPRINKLR INC$223K0.02%HELD
287CCKCROWN HLDGS INC$221K0.02%HELD
288ENOVENOVIS CORPORATION$221K0.02%HELD
289ELANELANCO ANIMAL HEALTH INC$218K0.02%HELD
290SEBSEABOARD CORP DEL$214K0.02%HELD
291HSICSCHEIN HENRY INC$212K0.02%HELD
292HGHAMILTON INSURANCE GROUP LTD$212K0.02%HELD
293CABOCABLE ONE INC$212K0.02%HELD
294RPAYREPAY HLDGS CORP$209K0.02%HELD
295XRAYDENTSPLY SIRONA INC$208K0.02%HELD
296JEPIJ P MORGAN EXCHANGE TRADED F$207K0.02%HELD
297ETNEATON CORP PLC$204K0.02%HELD
298WBDWARNER BROS DISCOVERY INC$203K0.02%HELD
299JEPQJ P MORGAN EXCHANGE TRADED F$202K0.02%HELD
300GNLGLOBAL NET LEASE INC$202K0.02%HELD
301ARCOARCOS DORADOS HLDGS INC$199K0.02%HELD
302IEIISHARES TR$197K0.02%HELD
303FPHFIVE POINT HOLDINGS LLC$191K0.02%HELD
304GLREGREENLIGHT CAP RE LTD$191K0.02%HELD
305BIPCBROOKFIELD INFRASTRUCTURE CO$188K0.02%HELD
306ALLALLSTATE CORP$185K0.02%HELD
307PAGPENSKE AUTOMOTIVE GRP INC$183K0.02%HELD
308ISTBISHARES TR$181K0.02%HELD
309EVRGEVERGY INC$179K0.02%HELD
310FHNFIRST HORIZON CORPORATION$179K0.02%HELD
311LAMRLAMAR ADVERTISING CO$179K0.02%HELD
312SANASANA BIOTECHNOLOGY INC$178K0.02%HELD
313AIOTPOWERFLEET INC$178K0.02%HELD
314IEFAISHARES TR$175K0.02%HELD
315VYMIVANGUARD WHITEHALL FDS$174K0.02%HELD
316PEBOPEOPLES BANCORP INC$173K0.02%HELD
317VVISA INC$173K0.02%HELD
318AMBPARDAGH METAL PACKAGING S A$168K0.01%HELD
319ATECALPHATEC HLDGS INC$163K0.01%HELD
320VNTVONTIER CORPORATION$159K0.01%HELD
321PSFEPAYSAFE LIMITED$157K0.01%HELD
322TEVATEVA PHARMACEUTICAL INDS LTD$155K0.01%HELD
323JBGSJBG SMITH PPTYS$153K0.01%HELD
324GPKGRAPHIC PACKAGING HLDG CO$151K0.01%HELD
325BABAALIBABA GROUP HLDG LTD$151K0.01%HELD
326WPCWP CAREY INC$150K0.01%HELD
327GLDMWORLD GOLD TR$149K0.01%HELD
328KELYAKELLY SVCS INC$149K0.01%HELD
329BSRRSIERRA BANCORP$147K0.01%HELD
330QUALISHARES TR$145K0.01%HELD
331BRSPBRIGHTSPIRE CAPITAL INC$143K0.01%HELD
332AATAMERICAN ASSETS TR INC$143K0.01%HELD
333EFAISHARES TR$139K0.01%HELD
334DVDOUBLEVERIFY HLDGS INC$137K0.01%HELD
335GSLCGOLDMAN SACHS ETF TR$131K0.01%HELD
336SUISUN CMNTYS INC$129K0.01%HELD
337ONBOLD NATL BANCORP IND$129K0.01%HELD
338SHELSHELL PLC$126K0.01%HELD
339STNGSCORPIO TANKERS INC$126K0.01%HELD
340MSMORGAN STANLEY$124K0.01%HELD
341OSURORASURE TECHNOLOGIES INC$123K0.01%HELD
342IONQIONQ INC$122K0.01%HELD
343CCCHEMOURS CO$121K0.01%HELD
344IBITISHARES BITCOIN TRUST ETF$120K0.01%HELD
345BOCBOSTON OMAHA CORP$119K0.01%HELD
346LBTYALIBERTY GLOBAL LTD$119K0.01%HELD
347GILDGILEAD SCIENCES INC$118K0.01%HELD
348NOBLPROSHARES TR$118K0.01%HELD
349TAPMOLSON COORS BEVERAGE CO$117K0.01%HELD
350VSTSVESTIS CORPORATION$116K0.01%HELD
351NVSNOVARTIS AG$116K0.01%HELD
352DRVNDRIVEN BRANDS HLDGS INC$115K0.01%HELD
353ITTITT INC$115K0.01%HELD
354FWRDFORWARD AIR CORP$115K0.01%HELD
355GEFGREIF INC$114K0.01%HELD
356MOALTRIA GROUP INC$113K0.01%HELD
357LUCKLUCKY STRIKE ENTERTAINMENT C$113K0.01%HELD
358AVGOBROADCOM INC$111K0.01%HELD
359RUSHBRUSH ENTERPRISES INC$109K0.01%HELD
360MGPIMGP INGREDIENTS INC NEW$108K0.01%HELD
361ALLYALLY FINL INC$107K0.01%HELD
362ANAUTONATION INC$107K0.01%HELD
363EFVISHARES TR$106K0.01%HELD
364CAHCARDINAL HEALTH INC$106K0.01%HELD
365VBVANGUARD INDEX FDS$106K0.01%HELD
366IEFISHARES TR$104K0.01%HELD
367CRWDCROWDSTRIKE HLDGS INC$104K0.01%HELD
368RUSHARUSH ENTERPRISES INC$103K0.01%HELD
369SSBSOUTHSTATE BK CORP$103K0.01%HELD
370CLSCELESTICA INC$103K0.01%HELD
371KMBKIMBERLY-CLARK CORP$102K0.01%HELD
372PRDOPERDOCEO ED CORP$102K0.01%HELD
373SCHASCHWAB STRATEGIC TR$101K0.01%HELD
374VBRVANGUARD INDEX FDS$101K0.01%HELD
375INSEINSPIRED ENTMT INC$100K0.01%HELD
376RCREADY CAPITAL CORP$100K0.01%HELD
377DFACDIMENSIONAL ETF TRUST$96K0.01%HELD
378INSWINTERNATIONAL SEAWAYS INC$96K0.01%HELD
379DHID R HORTON INC$94K0.01%HELD
380INTCINTEL CORP$94K0.01%HELD
381COLBCOLUMBIA BKG SYS INC$94K0.01%HELD
382FVDFIRST TR EXCHANGE-TRADED FD$93K0.01%HELD
383ONLORION PROPERTIES INC$90K0.01%HELD
384ASCARDMORE SHIPPING CORP$88K0.01%HELD
385VGTVANGUARD WORLD FD$87K0.01%HELD
386CWBCCOMMUNITY WEST BANCSHARES NE$87K0.01%HELD
387MFCMANULIFE FINL CORP$84K0.01%HELD
388ITWILLINOIS TOOL WKS INC$81K0.01%HELD
389BLKBLACKROCK INC$81K0.01%HELD
390ESGDISHARES TR$81K0.01%HELD
391DDOMINION ENERGY INC$80K0.01%HELD
392MPCMARATHON PETE CORP$77K0.01%HELD
393THCTENET HEALTHCARE CORP$76K0.01%HELD
394SHMSPDR SERIES TRUST$75K0.01%HELD
395LOWLOWES COS INC$74K0.01%HELD
396DGROISHARES TR$74K0.01%HELD
397BHCBAUSCH HEALTH COS INC$73K0.01%HELD
398APDAIR PRODUCTS AND CHEMICALS I$73K0.01%HELD
399AMATAPPLIED MATLS INC$72K0.01%HELD
400NENOBLE CORP PLC$71K0.01%HELD
401NXTGFIRST TR EXCHANGE-TRADED FD$70K0.01%HELD
402VOEVANGUARD INDEX FDS$70K0.01%HELD
403BIOBIO RAD LABS INC$70K0.01%HELD
404CIBRFIRST TR EXCHANGE-TRADED FD$67K0.01%HELD
405JOBYJOBY AVIATION INC$67K0.01%HELD
406EDCONSOLIDATED EDISON INC$67K0.01%HELD
407SWSMURFIT WESTROCK PLC$65K0.01%HELD
408WMT2WELLS FARGO & CO$64K0.01%HELD
409LIONLIONSGATE STUDIOS CORP$64K0.01%HELD
410TMOTHERMO FISHER SCIENTIFIC INC$64K0.01%HELD
411VONVVANGUARD SCOTTSDALE FDS$64K0.01%HELD
412RIORIO TINTO PLC$62K0.01%HELD
413FELCFIDELITY COVINGTON TRUST$62K0.01%HELD
414SCHBSCHWAB STRATEGIC TR$61K0.01%HELD
415PFGPRINCIPAL FINANCIAL GROUP IN$61K0.01%HELD
416EEMISHARES TR$60K0.01%HELD
417MDTMEDTRONIC PLC$60K0.01%HELD
418CCLCARNIVAL CORP LTD$59K0.01%HELD
419HOODROBINHOOD MKTS INC$58K0.01%HELD
420DBRGDIGITALBRIDGE GROUP INC$57K0.01%HELD
421MTUMISHARES TR$57K0.01%HELD
422BVBRIGHTVIEW HLDGS INC$56K0.01%HELD
423OXYOCCIDENTAL PETE CORP$54K0.00%HELD
424GSGISHARES S&P GSCI COMMODITY-$53K0.00%HELD
425BXBLACKSTONE INC$52K0.00%HELD
426XRXXEROX HOLDINGS CORP$52K0.00%HELD
427CEGCONSTELLATION ENERGY CORP$52K0.00%HELD
428LDOSLEIDOS HOLDINGS INC$51K0.00%HELD
429OABIOMNIAB INC$51K0.00%HELD
430ASLEAERSALE CORPORATION$50K0.00%HELD
431VEUVANGUARD INTL EQUITY INDEX F$50K0.00%HELD
432BROSDUTCH BROS INC$49K0.00%HELD
433MLPMAUI LD & PINEAPPLE INC$49K0.00%HELD
434KRKROGER CO$48K0.00%HELD
435ACMAECOM$48K0.00%HELD
436AALAMERICAN AIRLINES GROUP INC$47K0.00%HELD
437SPCXSPACE EXPLORATION TECHN CORP$46K0.00%HELD
438GWWWW GRAINGER INC$46K0.00%HELD
439VFHVANGUARD WORLD FD$46K0.00%HELD
440BAMBROOKFIELD ASSET MANAGMT LTD$45K0.00%HELD
441XELXCEL ENERGY INC$45K0.00%HELD
442ONEWONEWATER MARINE INC$45K0.00%HELD
443FNDASCHWAB STRATEGIC TR$45K0.00%HELD
444VUGVANGUARD INDEX FDS$44K0.00%HELD
445MUBISHARES TR$44K0.00%HELD
446DLRDIGITAL RLTY TR INC$43K0.00%HELD
447VHTVANGUARD WORLD FD$43K0.00%HELD
448DALDELTA AIR LINES INC$42K0.00%HELD
449VSNTVERSANT MEDIA GROUP INC$42K0.00%HELD
450FNDCSCHWAB STRATEGIC TR$40K0.00%HELD
451TIPISHARES TR$40K0.00%HELD
452AMTAMERICAN TOWER CORP$38K0.00%HELD
453JMTGJ P MORGAN EXCHANGE TRADED F$36K0.00%HELD
454SPYGSPDR SERIES TRUST$36K0.00%HELD
455AVEMAMERICAN CENTY ETF TR$36K0.00%HELD
456MINTPIMCO ETF TR$35K0.00%HELD
457CKXCKX LDS INC$35K0.00%HELD
458AZOAUTOZONE INC$35K0.00%HELD
459FQALFIDELITY COVINGTON TRUST$35K0.00%HELD
460USMVISHARES TR$34K0.00%HELD
461FLLFULL HSE RESORTS INC$34K0.00%HELD
462GMGENERAL MTRS CO$34K0.00%HELD
463ECORELECTROCORE INC$33K0.00%HELD
464FSPFRANKLIN STR PPTYS CORP$33K0.00%HELD
465AVAVAEROVIRONMENT INC$33K0.00%HELD
466GLWCORNING INC$33K0.00%HELD
467ADTADT INC DEL$33K0.00%HELD
468REGLPROSHARES TR$32K0.00%HELD
469YUMYUM BRANDS INC$32K0.00%HELD
470MCHPMICROCHIP TECHNOLOGY INC.$32K0.00%HELD
471FDXFEDEX CORP$31K0.00%HELD
472LHXL3HARRIS TECHNOLOGIES INC$31K0.00%HELD
473VRTXVERTEX PHARMACEUTICALS INC$30K0.00%HELD
474MPTIM-TRON INDS INC$30K0.00%HELD
475ABNBAIRBNB INC$29K0.00%HELD
476DTIDRILLING TOOLS INTL CORP$28K0.00%HELD
477ROBTFIRST TR EXCHANGE TRADED FD$28K0.00%HELD
478DEDEERE & CO$28K0.00%HELD
479EFAVISHARES TR$28K0.00%HELD
480VTIPVANGUARD MALVERN FDS$28K0.00%HELD
481FICOFAIR ISAAC CORP$27K0.00%HELD
482ENSENERSYS$27K0.00%HELD
483BAXBAXTER INTL INC$27K0.00%HELD
484EGUSISHARES TR$26K0.00%HELD
485SOFISOFI TECHNOLOGIES INC$26K0.00%HELD
486BBUSJ P MORGAN EXCHANGE TRADED F$26K0.00%HELD
487APOAPOLLO GLOBAL MGMT INC$25K0.00%HELD
488CFGCITIZENS FINL GROUP INC$25K0.00%HELD
489FNDESCHWAB STRATEGIC TR$24K0.00%HELD
490TXNTEXAS INSTRS INC$24K0.00%HELD
491BBYBEST BUY INC$24K0.00%HELD
492INVHINVITATION HOMES INC$24K0.00%HELD
493COPCONOCOPHILLIPS$23K0.00%HELD
494LBTYKLIBERTY GLOBAL LTD$23K0.00%HELD
495NMLNEUBERGER ENGY INFRSTR & INC$23K0.00%HELD
496TTEKTETRA TECH INC NEW$22K0.00%HELD
497AVSCAMERICAN CENTY ETF TR$22K0.00%HELD
498MGCVANGUARD WORLD FD$21K0.00%HELD
499MDYVSPDR SERIES TRUST$21K0.00%HELD
500NZFNUVEEN MUN CR INCOME FD$21K0.00%HELD

Source: SEC EDGAR · accession 0001706836-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.