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Institutional

Boreal Capital Management LLC

CIK 0002080094
$122.9M
Reported AUM
501
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Boreal Capital Management LLC · Q1 2026

AI · grounded in 13F

Boreal Capital Management LLC established a new position in RIOT valued at $1.91M. The fund also initiated a new stake in SGOL for $516,789 and increased its holdings in NVDA by 37.22%. Conversely, the manager reduced its exposure to several ETFs, most notably trimming IVV by 86.89% and JEPQ by 33.58%.

Portfolio · Q1 2026

NVDA$7.5MAMZNAAPLMSFTIEFVOOGOOGLQUALAVGOQQQASMLOther$78.1MBL

Top holdings· first 500 of 501

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA Corp. COM$205.10-6.20%44.92%955.49%$7.5M6.11%+11,678+37.2%
2AMZNAmazon.com, Inc. COM$246.03-3.06%15.20%47.87%$5.3M4.34%+4,450+21.0%
3AAPLApple Inc. COM$307.34-1.25%51.31%116.17%$4.9M3.97%+2,463+14.7%
4MSFTMicrosoft Corp. COM$416.67-2.66%-10.71%52.39%$3.9M3.16%+2,614+33.2%
5IEFiShares Trust 7-10 YEAR TREASURY BOND ETF$93.62-0.53%4.36%-8.29%$3.7M3.01%HELD
6VOOVanguard Index Funds S&P 500 ETF SHS$678.00-2.59%24.60%80.00%$3.2M2.58%170−3.1%
7GOOGLAlphabet Inc. CAP STK CL A$368.53-0.98%112.92%175.80%$3.1M2.56%668−5.8%
8QUALiShares Trust MSCI USA QUALITY FACTOR ETF$213.14-1.93%19.32%64.31%$2.8M2.31%61−0.4%
9AVGOBroadcom Inc COM$385.73-7.92%57.48%771.51%$2.7M2.23%+1,654+23.0%
10QQQInvesco QQQ Trust, Series 1 UNIT SER 1$705.06-4.80%33.69%99.06%$2.7M2.18%1,560−25.2%
11ASMLASML Holding N.V. N Y REGISTRY SHS$1641.74-6.59%119.73%124.14%$2.6M2.13%89−4.3%
12SPYState Street Spdr S&p 500 Etf Trust TR UNIT$737.55-2.58%24.51%79.50%$2.3M1.91%+1+0.0%
13METAMeta Platforms Inc CL A$593.00-5.51%-14.74%67.74%$2.3M1.85%+632+18.9%
14VVisa Inc COM CL A$323.571.06%-11.91%36.33%$2.0M1.59%228−3.4%
15RIOTRiot Platforms Inc COM$24.66-10.23%150.36%-25.16%$1.9M1.56%+154,700NEW
16TSMTaiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADS$415.17-6.69%104.85%285.24%$1.9M1.54%+754+15.6%
17BRK/BBerkshire Hathaway Inc. CL B NEW$1.6M1.32%+860+33.9%
18XLKSelect Sector Spdr Trust STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$180.30-6.66%52.15%143.77%$1.6M1.26%+100+0.9%
19IBITiShares Bitcoin Trust ETF SHS BEN INT$34.14-5.22%-42.39%-3.61%$1.5M1.20%+8,288+27.4%
20PGRThe Progressive Corporation COM$204.024.42%-22.22%139.78%$1.4M1.14%+1,916+37.0%
21JEPIJ P Morgan Exchange Traded Fund Trust EQUITY PREMIUM INCOME ETF$55.52-0.34%8.40%38.11%$1.4M1.12%11,560−32.3%
22USHYiShares Trust BROAD USD HIGH$36.78-0.43%7.36%21.71%$1.3M1.09%+1+0.0%
23JEPQJ P Morgan Exchange Traded Fund Trust NASDAQ EQUITY PREMIUM INCOME ETF$58.90-3.01%25.79%102.27%$1.3M1.09%12,148−33.6%
24LQDiShares Trust IBOXX INV CP ETF$108.17-0.62%6.23%-3.50%$1.3M1.03%2,200−15.9%
25MSCIMSCI Inc. COM$615.46-0.55%9.75%9.15%$1.2M0.98%+363+19.5%
26SPGIS&P Global Inc COM$424.441.03%-17.59%3.23%$1.2M0.97%+229+8.9%
27WCNWaste Connections Inc. COM$155.220.82%-17.91%26.78%$1.2M0.95%+1,181+19.6%
28MAMasterCard Incorporated CL A$491.081.93%-16.29%31.00%$1.1M0.89%552−20.2%
29VCSHVanguard Scottsdale Funds SHRT TRM CORP BD$78.61-0.29%4.93%11.78%$1.1M0.88%+2,191+19.1%
30MUSAMurphy USA Inc. COM$546.511.25%29.28%280.06%$1.0M0.83%+1+0.0%
31KNSLKinsale Capital Group Inc COM$302.12-1.31%$1.0M0.82%+1+0.0%
32ODFLOld Dominion Freight Line Inc. COM$242.34-0.09%$940K0.76%+1+0.0%
33NDAQNasdaq Inc COM$86.39-1.02%$906K0.74%+2,508+30.7%
34UNHUnitedHealth Group Inc. COM$399.470.76%$863K0.70%445−12.2%
35FICOFair Isaac Corporation COM$1137.33-2.52%$857K0.70%+72+9.8%
36DPZDominos Pizza Inc. COM$313.992.11%$839K0.68%HELD
37EWLIshares Inc MSCI SWITZERLAND$61.01-1.37%$800K0.65%HELD
38ORLYO'Reilly Automotive Inc. COM$90.332.18%$798K0.65%+1,095+14.5%
39SHWThe Sherwin-Williams Company COM$305.301.74%$737K0.60%+820+55.4%
40XLESelect Sector Spdr Trust STATE STREET ENERGY SELECT SECTOR SPDR ETF$57.67-1.84%$721K0.59%+390+3.4%
41IYHiShares Trust US HLTHCARE ETF$64.240.41%$721K0.59%HELD
42BACBank of America Corp. COM$53.83-0.63%$714K0.58%750−4.9%
43PANWPalo Alto Networks Inc COM$272.05-2.58%$713K0.58%HELD
44JPMJPMorgan Chase & Co. COM$312.370.48%$703K0.57%212−8.1%
45AAONAaon Inc COM PAR $0.004$135.562.22%$698K0.57%1−0.0%
46CCDCalamos Dynamic Conv & Income Fd COM$25.200.80%$685K0.56%+1+0.0%
47CHICalamos Convertible Opportunities & Income Fund SH BEN INT$12.611.20%$684K0.56%+1+0.0%
48PTYPimco Corporate & Income Opportunity Fund COM$11.85-0.17%$670K0.55%+1+0.0%
49XCHYXCalamos Convertible & High Income Fund COM SHS$13.29-4.25%$669K0.54%+1+0.0%
50XAWFXAlliancebernstein Global High Income Fund Inc. COM$11.28-0.27%$668K0.54%+1+0.0%
51NFLXNetflix, Inc. COM$82.180.76%$657K0.53%+6,830+0.0%
52AZOAutozone, Inc. COM$3116.431.12%$649K0.53%HELD
53PDOPIMCO Dynamic Income Opportunities Fund COM BEN SHS$13.06-0.38%$648K0.53%+1+0.0%
54WSOWatsco Inc COM$371.380.63%$639K0.52%+243+16.1%
55DHRDanaher Corporation COM$184.30-1.25%$630K0.51%1,320−28.5%
56XOMExxon Mobil Corp. COM$149.92-1.39%$618K0.50%+1+0.0%
57CPRTCopart Inc COM$30.960.62%$604K0.49%HELD
58PDIPimco Dynamic Income Fd SHS$16.79-0.18%$603K0.49%+1+0.0%
59PGXInvesco Exchange Traded Fund Trust II PFD ETF$10.91-0.27%$594K0.48%+1+0.0%
60IDXXIDEXX Laboratories Inc. COM$562.16-0.46%$588K0.48%HELD
61QQQMInvesco Exchange Traded Fund Trust II NASDAQ 100 ETF$290.35-4.78%$574K0.47%HELD
62TJXThe TJX Companies Inc. COM$160.711.31%$565K0.46%HELD
63GEVGE Vernova Inc. COM$933.61-3.09%$549K0.45%HELD
64TDGTransdigm Group Inc. COM$1240.460.14%$538K0.44%+1+0.0%
65POOLPool Corporation COM$185.521.26%$520K0.42%+303+13.4%
66SGOLAbrdn Gold ETF Trust PHYSICAL GOLD SHARES ETF$41.12-3.61%$517K0.42%+11,582NEW
67VGTVanguard World Fund INF TECH ETF$115.28-6.14%$497K0.40%HELD
68ORCLOracle Corp. COM$213.68-9.59%$456K0.37%+1,510+94.9%
69SHOPShopify Inc CL A SUB VTG SHS$109.54-5.60%$451K0.37%+2,906+325.1%
70IQLTiShares Trust ISHARES MSCI INTL QUALITY FACTOR ETF$48.19-2.49%$439K0.36%HELD
71CIBRFirst Trust Exchange-Traded Fund II NASDAQ CYB ETF$86.70-4.41%$431K0.35%HELD
72ABBVAbbVie Inc. COM$227.231.02%$428K0.35%+1+0.1%
73VUGVanguard Index Funds GROWTH ETF$85.93-3.62%$422K0.34%140−12.7%
74PFFiShares Trust PFD AND INCM SEC$30.91-1.09%$417K0.34%828−5.7%
75SAPSAP SE SPON ADR$184.77-1.27%$401K0.33%HELD
76CVXChevron Corp. COM$187.31-0.55%$391K0.32%+15+0.8%
77BITBlackrock Multi-Sector Income Tr COM$12.52-1.11%$390K0.32%+1+0.0%
78VTVVanguard Index Funds VALUE ETF$212.02-1.36%$375K0.30%HELD
79TSCOTractor Supply Co COM$29.910.42%$352K0.29%+1+0.0%
80IBHGiShares Trust IBONDS 2027 TERM HIGH YIELD AND INCOME ETF$22.030.13%$341K0.28%+1+0.0%
81BROBrown & Brown Inc COM$57.98-1.49%$333K0.27%2,286−30.9%
82MRKMerck & Co., Inc COM$120.790.44%$331K0.27%HELD
83DIAState Street Spdr Dow Jones Industrial Average Etf Trust UT SER 1$509.70-1.35%$330K0.27%HELD
84SPYDSPDR Series Trust STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF$47.80-0.21%$328K0.27%+7,200+0.0%
85SLVIshares Silver Trust ISHARES$61.57-8.08%$326K0.27%2,300−32.4%
86IWDiShares Trust RUS 1000 VAL ETF$236.42-1.91%$321K0.26%HELD
87XLVSelect Sector Spdr Trust STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$153.010.61%$316K0.26%HELD
88XLFSelect Sector Spdr Trust STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$52.300.21%$311K0.25%+6,290+0.0%
89SPOTSpotify Technology S.A. SHS$496.950.68%$310K0.25%+80+14.3%
90MRVLMarvell Technology Inc COM$263.47-16.74%$303K0.25%HELD
91PMPhilip Morris International Inc. COM$178.291.89%$292K0.24%HELD
92TSLATesla Inc COM$391.00-6.56%$291K0.24%+1+0.0%
93MELIMercadolibre Inc COM$1607.80-1.65%$285K0.23%45−21.4%
94HEDJWisdomtree Trust EUROPE HEDGED EQ$56.02-1.20%$285K0.23%+1+0.0%
95RYANRyan Specialty Holdings Inc CL A$32.562.36%$282K0.23%+1+0.0%
96CHDChurch & Dwight Co Inc. COM$95.59-1.19%$277K0.23%HELD
97SHViShares Trust TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$110.120.03%$261K0.21%HELD
98SLQDiShares Trust 0-5YR INVT GR CP$50.170.08%$255K0.21%HELD
99UBERUber Technologies Inc COM$70.71-2.08%$251K0.20%2,507−41.8%
100EZUIshares Inc MSCI EURZONE ETF$68.411.15%$251K0.20%HELD
101BPREBluerock Pvt Real Estate Fund COM$245K0.20%HELD
102SHYiShares Trust 1 3 YR TREAS BD$242K0.20%HELD
103JNKSPDR Series Trust STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF$240K0.20%+1+0.0%
104PLTRPalantir Technologies Inc CL A$240K0.19%3,172−65.9%
105QCOMQUALCOMM Inc. COM$239K0.19%902−32.7%
106MUMicron Technology Inc. COM$237K0.19%+700NEW
107JNJJohnson & Johnson COM$231K0.19%665−41.4%
108IWMiShares Trust RUSSELL 2000 ETF$229K0.19%HELD
109IBHHiShares Trust IBONDS 2028 TERM HIGH YIELD & INCOME ETF$221K0.18%+1+0.0%
110NVONovo Nordisk A/S ADR$220K0.18%834−12.6%
111COPConocoPhillips COM$220K0.18%HELD
112FALNiShares Trust FALN ANGLS USD$219K0.18%+1+0.0%
113TTTrane Technologies PLC COM USD1$217K0.18%+430+477.8%
114FHNFirst Horizon Corporation COM$216K0.18%HELD
115SNDKSandisk Corporation COM$210K0.17%+330NEW
116HDHome Depot Inc. COM$209K0.17%HELD
117IBHFiShares Trust IBONDS 2026 TERM HIGH YIELD & INCOME ETF$207K0.17%+1+0.0%
118BMYBristol-Myers Squibb Company COM$205K0.17%HELD
119PAVEGlobal X Funds US INFR DEV ETF$203K0.17%HELD
120COSTCostco Wholesale Corporation COM$199K0.16%167−45.5%
121EFAiShares Trust MSCI EAFE ETF$199K0.16%1,129−35.5%
122GLDSpdr Gold Trust GOLD SHS$194K0.16%+450+0.0%
123ULTAUlta Beauty Inc COM$185K0.15%+354+0.0%
124AMDAdvanced Micro Devices Inc. COM$183K0.15%+604+205.4%
125WMTWalmart Inc COM$175K0.14%HELD
126NOWServicenow Inc COM$174K0.14%+50+3.1%
127EWPIshares Inc MSCI SPAIN ETF$171K0.14%+560+21.6%
128HACKAmplify ETF Trust AMPLIFY CYBERSECURITY ETF$171K0.14%HELD
129ROLRollins Inc COM$166K0.14%+1+0.0%
130PREFPrincipal Exchange-Traded Funds SPECTRUM PFD$163K0.13%+8,641+0.0%
131TMOThermo Fisher Scientific Inc COM$155K0.13%HELD
132SIVRabrdn Silver ETF Trust PHYSICAL SILVER SHARES ETF$151K0.12%HELD
133ADBEAdobe Inc COM$150K0.12%292−32.1%
134LLYEli Lilly & Co. COM$146K0.12%HELD
135RTXRTX Corp. COM$145K0.12%HELD
136GDXVanEck ETF Trust VANECK GOLD MINERS ETF$138K0.11%HELD
137CCitigroup Inc. COM NEW$136K0.11%HELD
138CMECME Group Inc. COM$124K0.10%HELD
139AMATApplied Materials Inc. COM$122K0.10%+356NEW
140EUADSpinnaker ETF Series SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF$119K0.10%110−3.6%
141ICEIntercontinental Exchange Inc COM$117K0.10%191−20.4%
142IVViShares Trust CORE S&P500 ETF$114K0.09%1,160−86.9%
143GOOGAlphabet Inc. CAP STK CL C$113K0.09%HELD
144IYYiShares Trust DOW JONES US ETF$111K0.09%1,412−66.9%
145LMTLockheed Martin Corporation COM$109K0.09%20−10.0%
146NEENextEra Energy Inc COM$105K0.09%+565+99.1%
147IAUIshares Gold Trust ISHARES NEW$105K0.09%1,010−45.9%
148BOTZGlobal X Funds RBTCS ARTFL INTE$100K0.08%308−9.3%
149CPCanadian Pacific Kansas City Ltd. COM$95K0.08%HELD
150FXIiShares Trust CHINA LG-CAP ETF$93K0.08%+650+33.3%
151KKRKKR & Co Inc. COM$93K0.08%HELD
152KLACKLA Corp. COM NEW$91K0.07%HELD
153IEIiShares Trust 3 7 YR TREAS BD$88K0.07%HELD
154ARKKARK ETF Trust INNOVATION ETF$87K0.07%+1,292NEW
155MOAltria Group, Inc. COM$87K0.07%HELD
156MTDMettler-Toledo International Inc COM$87K0.07%HELD
157AXPAmerican Express Company COM$87K0.07%50−14.9%
158GEGE Aerospace COM NEW$86K0.07%HELD
159CRWDCrowdstrike Holdings Inc CL A$84K0.07%+10+4.9%
160IBDWiShares Trust IBONDS DEC 2031 TERM CORPORATE ETF$84K0.07%+1+0.0%
161LINLinde PLC COM EUR0.001$83K0.07%HELD
162XBISPDR Series Trust STATE STREET SPDR S&P BIOTECH ETF$82K0.07%+160+33.2%
163PGFInvesco Exchange-Traded Fund Trust FINL PFD ETF$80K0.07%HELD
164PEPPepsico Inc COM$80K0.07%HELD
165AGGiShares Trust CORE US AGGBD ET$79K0.06%2,720−77.3%
166CADLCandel Therapeutics Inc COM$78K0.06%HELD
167ACNAccenture PLC SHS CLASS A$77K0.06%HELD
168CSCOCisco Systems, Inc. COM$77K0.06%HELD
169CRMSalesforce Inc. COM$75K0.06%51−11.2%
170VRTXVertex Pharmaceuticals Incorporated COM$71K0.06%HELD
171CEFSExchange Listed Funds Trust SABA INT RATE$69K0.06%HELD
172MDTMedtronic PLC SHS$69K0.06%HELD
173AONAon PLC SHS CL A$68K0.06%210−49.9%
174FNDFloor And Decor Holding Inc. CL A$67K0.05%HELD
175IBDSiShares Trust IBONDS DEC 2027 TERM CORPORATE ETF$65K0.05%+1+0.0%
176DEDeere & Company COM$65K0.05%HELD
177PGThe Procter & Gamble Co. COM$63K0.05%+1+0.0%
178IBDRiShares Trust IBONDS DEC2026$63K0.05%+1+0.0%
179CQQQInvesco Exchange Traded Fund Trust II CHINA TECHNLGY$63K0.05%HELD
180PHKPimco High Income Fund COM SHS$62K0.05%HELD
181KOCoca-Cola Co (The) COM$58K0.05%HELD
182ISRGIntuitive Surgical Inc. COM NEW$57K0.05%432−77.8%
183EEMiShares Trust MSCI EMG MKT ETF$56K0.05%100−9.3%
184RCLRoyal Caribbean Group COM$55K0.04%+198NEW
185PSXPhillips 66 COM$55K0.04%HELD
186ONONOn Holding AG NAMEN AKT A$51K0.04%HELD
187MSMorgan Stanley COM NEW$51K0.04%94−23.3%
188ICVTiShares Trust CONV BD ETF$51K0.04%HELD
189SPHDInvesco Exchange Traded Fund Trust II S&P500 HDL VOL$50K0.04%HELD
190BNBrookfield Corp. CL A LTD VT SH$49K0.04%HELD
191SLBSLB Ltd. COM STK$48K0.04%HELD
192PFEPfizer Inc. COM$47K0.04%100−5.7%
193INTCIntel Corporation COM$46K0.04%+512+95.9%
194DIALColumbia ETF Trust I DIVERSIFID FXD$45K0.04%HELD
195SYKStryker Corporation COM$45K0.04%HELD
196SCHWThe Charles Schwab Corporation COM$45K0.04%HELD
197TAT&T Inc COM$44K0.04%HELD
198EMBiShares Trust JPMORGAN USD EMG$44K0.04%+1+0.0%
199PNCPNC Financial Services Group Inc. COM$44K0.04%HELD
200USBU.S. Bancorp. COM NEW$42K0.03%HELD
201INDYiShares Trust INDIA 50 ETF$41K0.03%HELD
202BSXBoston Scientific Corporation COM$41K0.03%+393+155.3%
203MCDMcDonald's Corp. COM$40K0.03%HELD
204HYGiShares Trust IBOXX HI YD ETF$40K0.03%+1+0.0%
205CLColgate-Palmolive Co. COM$39K0.03%HELD
206AJGGallagher Aj &Co COM$37K0.03%HELD
207BLKBlackrock Inc. COM$37K0.03%HELD
208VZVerizon Communications Inc. COM$36K0.03%HELD
209TXNTexas Instruments Inc. COM$35K0.03%HELD
210STXSeagate Technology Holdings PLC ORD SHS$35K0.03%189−68.0%
211ETNEaton Corporation PLC SHS$33K0.03%+92+0.0%
212CVSCVS Health Corp COM$32K0.03%HELD
213VGKVanguard International Equity Index Funds FTSE EUROPE ETF$32K0.03%HELD
214APDAir Products & Chemicals, Inc. COM$32K0.03%HELD
215PNWPinnacle West Capital Corp. COM$32K0.03%HELD
216DISWalt Disney Company COM$31K0.03%181−35.8%
217ICLNiShares Trust GL CLEAN ENE ETF$31K0.03%+1,700+0.0%
218OTISOtis Worldwide Corp. COM$31K0.03%HELD
219LYFTLyft Inc CL A COM$31K0.02%+2,300+0.0%
220IVWiShares Trust S&P 500 GRWT ETF$31K0.02%HELD
221HALHalliburton Company COM$30K0.02%HELD
222ITWIllinois Tool Works Inc. COM$30K0.02%HELD
223LPLALPL Financial Holdings Inc. COM$30K0.02%HELD
224WDCWestern Digital Corp. COM$30K0.02%HELD
225WMT2Wells Fargo & Co. COM$29K0.02%HELD
226BRBroadridge Financial Solutions Inc. COM$28K0.02%HELD
227QUREQuanta Services, Inc. COM$27K0.02%+50+0.0%
228ARKXARK ETF Trust SPACE & DEFENSE INNOVATION ETF$27K0.02%+913NEW
229IGSBiShares Trust ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$26K0.02%HELD
230TIPiShares Trust TIPS BD ETF$25K0.02%HELD
231LULULululemon Athletica Inc. COM$25K0.02%HELD
232LECOLincoln Electric Holdings Inc. COM$25K0.02%HELD
233BMNRBitmine Immersion Technologies Inc. COM NEW$25K0.02%+225+22.0%
234USMViShares Trust MSCI USA MIN VOL FACTOR ETF$25K0.02%4,912−94.9%
235CCJCameco Corporation COM$25K0.02%HELD
236RBCRBC Bearings Inc COM$24K0.02%HELD
237ETEnergy Transfer LP COM UT LTD PTN$24K0.02%HELD
238BHPBHP Group Ltd. SPONSORED ADS$24K0.02%HELD
239SITESiteone Landscape Supply Inc COM$24K0.02%HELD
240UTHRUnited Therapeutics Corporation COM$24K0.02%HELD
241GSGoldman Sachs Group, Inc. COM$24K0.02%62−68.9%
242PHOInvesco Exchange-Traded Fund Trust WATER RES ETF$23K0.02%+349+0.0%
243FIWFirst Trust Exchange-Traded Fund WTR ETF$23K0.02%HELD
244SANBanco Santander SA ADR$23K0.02%+1+0.0%
245EOGEOG Resources Inc. COM$23K0.02%HELD
246REGNRegeneron Pharmaceuticals, Inc. COM$22K0.02%HELD
247ARGXArgenx SE SPONSORED ADR$22K0.02%HELD
248URIUnited Rentals, Inc. COM$22K0.02%HELD
249BSTBlackrock Science & Technology Trust SHS$22K0.02%HELD
250INTUIntuit Inc COM$22K0.02%HELD
251GSGIshares S&P Gsci C UNIT BEN INT$22K0.02%HELD
252ATKRAtkore Inc COM$21K0.02%HELD
253AAXJiShares Trust MSCI AC ASIA ETF$21K0.02%HELD
254BXBlackstone Inc COM$21K0.02%+1+0.0%
255STIPiShares Trust 0-5 YR TIPS ETF$21K0.02%+1+0.0%
256MBBiShares Trust MBS ETF$21K0.02%HELD
257ULUnilever PLC SPON ADR NEW$20K0.02%+351+0.0%
258GWWW.w. Grainger Inc. COM$20K0.02%HELD
259BNDXVanguard Charlotte Funds TOTAL INT BD ETF$19K0.02%HELD
260FERGFerguson Enterprises Inc COMMON STOCK NEW$19K0.02%HELD
261TXRHTexas Roadhouse Inc COM$19K0.02%HELD
262FCFSFirstcash Holdings Inc COM$19K0.02%HELD
263VMBSVanguard Scottsdale Funds MTG-BKD SECS ETF$19K0.02%+1+0.0%
264IJRiShares Trust CORE S&P SCP ETF$19K0.02%HELD
265NKENike, Inc. CL B$19K0.02%850−70.8%
266ICLRIcon PLC SHS$18K0.01%HELD
267COFCapital One Financial Corp. COM$18K0.01%HELD
268SOFISofi Technologies Inc COM$17K0.01%+500+83.3%
269VLTOVeralto Corp. COM SHS$17K0.01%HELD
270GPIGroup 1 Automotive, Inc. COM$17K0.01%HELD
271ABTAbbott Laboratories COM$17K0.01%800−83.2%
272MTArcelorMittal S.A. NY REGISTRY SH$16K0.01%HELD
273CMCSAComcast Corporation CL A$16K0.01%HELD
274LSTRLandstar System Inc. COM$16K0.01%+100+0.0%
275JKHYHenry Jack & Associates Inc. COM$16K0.01%HELD
276WBDWarner Bros. Discovery Inc. COM SER A$16K0.01%HELD
277KGCKinross Gold Corp. COM$15K0.01%HELD
278RIORio Tinto PLC SPONSORED ADR$15K0.01%HELD
279CIENCiena Corporation COM NEW$15K0.01%HELD
280AWKAmerican Water Works Company, Inc. COM$15K0.01%HELD
281EQIXEquinix, Inc. COM$15K0.01%HELD
282ECLEcolab Inc. COM$15K0.01%HELD
283EFAViShares Trust MSCI EAFE MIN VOL FACTOR ETF$15K0.01%HELD
284TREXTrex Company, Inc. COM$15K0.01%HELD
285SNOWSnowflake Inc COM SHS$14K0.01%+96NEW
286MRSHMarsh & McLennan Companies, Inc. COM$14K0.01%HELD
287GBTCGrayscale Bitcoin Trust ETF SHS REPSTG COM UNIT$14K0.01%1,229−82.3%
288TYLTyler Technologies Inc. COM$14K0.01%HELD
289OXYOccidental Petroleum Corp. COM$14K0.01%+100+92.6%
290RACEFerrari N V COM$14K0.01%HELD
291FIZZNational Beverage Corp. COM$13K0.01%HELD
292MASIMasimo Corporation COM$13K0.01%HELD
293TECKTeck Resources Limited CL B$13K0.01%HELD
294KRThe Kroger Co. COM$13K0.01%HELD
295METMetLife Inc. COM$13K0.01%HELD
296MIDDMiddleby Corp. COM$13K0.01%HELD
297GILDGilead Sciences Inc. COM$13K0.01%HELD
298TWTradeweb Markets Inc CL A$13K0.01%HELD
299DOWDow Inc COM$12K0.01%HELD
300MDBMongoDB Inc. CL A$12K0.01%HELD
301MPCMarathon Petroleum Corp. COM$12K0.01%HELD
302DGXQuest Diagnostics Incorporated COM$12K0.01%HELD
303MKCMcCormick & Company, Incorporated COM NON VTG$12K0.01%HELD
304FANGDiamondback Energy Inc COM$12K0.01%HELD
305DDominion Energy Inc COM$12K0.01%100−34.5%
306AALAmerican Airlines Group Inc COM$12K0.01%6,000−84.7%
307EBAYeBay Inc. COM$12K0.01%HELD
308TSTenaris SA SPONSORED ADS$12K0.01%HELD
309SHELShell PLC SPON ADS$12K0.01%HELD
310PCARPaccar Inc COM$12K0.01%HELD
311MKTXMarketAxess Holdings Inc. COM$12K0.01%HELD
312DALDelta Air Lines Inc. COM NEW$11K0.01%HELD
313JCIJohnson Controls International PLC SHS$11K0.01%HELD
314RLIRLI Corp COM$11K0.01%HELD
315IBMInternational Business Machines Corp. COM$11K0.01%HELD
316IGFiShares Trust GLB INFRASTR ETF$11K0.01%154−47.5%
317BDXBecton, Dickinson and Company COM$11K0.01%HELD
318ROSTRoss Stores Inc COM$11K0.01%HELD
319TTCThe Toro Company COM$11K0.01%HELD
320KHCThe Kraft Heinz Co. COM$11K0.01%HELD
321ALGNAlign Technology Inc. COM$11K0.01%HELD
322TTETotalEnergies SE EUR2.5$11K0.01%HELD
323NTRNutrien Ltd COM$11K0.01%HELD
324DEODiageo PLC SPON ADR NEW$11K0.01%HELD
325CGNXCognex Corp COM$11K0.01%HELD
326CTRACoterra Energy Inc COM$11K0.01%HELD
327SFStifel Financial Corporation COM$11K0.01%+48+49.5%
328TGTTarget Corp. COM$11K0.01%HELD
329FTVFortive Corporation COM$11K0.01%HELD
330CFGCitizens Financial Group Inc COM$10K0.01%HELD
331CNICanadian National Railway Company COM$10K0.01%HELD
332CMICummins Inc. COM$10K0.01%HELD
333CAHCardinal Health, Inc. COM$10K0.01%HELD
334EDVVanguard World Fund EXTENDED DUR$10K0.01%+1+0.0%
335MTZMastec, Inc. COM$10K0.01%HELD
336NVSNovartis AG SPONSORED ADR$10K0.01%HELD
337NXPINXP Semiconductors NV COM$10K0.01%HELD
338UFPIUFP Industries Inc COM$10K0.01%HELD
339EWEdwards Lifesciences Corporation COM$10K0.01%HELD
340KEYSKeysight Technologies, Inc. COM$10K0.01%HELD
341MKLMarkel Group Inc COM$10K0.01%HELD
342MMM3M Company COM$9K0.01%264−80.2%
343MLMMartin Marietta Materials Inc COM$9K0.01%HELD
344NDSNNordson Corp COM$9K0.01%HELD
345CSXCSX Corporation COM$9K0.01%HELD
346TRI4EURThomson Reuters Corp COM$9K0.01%HELD
347SBUXStarbucks Corp. COM$9K0.01%HELD
348VALEVale S.A. SPONSORED ADS$9K0.01%HELD
349BBarrick Mining Corp. COM SHS$9K0.01%HELD
350CBChubb Ltd. Switzerland COM$9K0.01%HELD
351TMUST-Mobile US Inc COM$9K0.01%HELD
352VEEVVeeva Systems Inc CL A COM$9K0.01%HELD
353RMDResMed Inc. COM$9K0.01%HELD
354IQVIQVIA Holdings Inc. COM$9K0.01%HELD
355TFCTruist Financial Corp. COM$8K0.01%HELD
356GLGlobe Life Inc COM$8K0.01%HELD
357NTESNetEase Inc. SPONSORED ADS$8K0.01%HELD
358MCKMckesson Corp. COM$8K0.01%HELD
359BAMBrookfield Asset Management Ltd CL A LMT VTG SHS$8K0.01%HELD
360AAgilent Technologies Inc. COM$8K0.01%HELD
361UNPUnion Pacific Corporation COM$8K0.01%HELD
362KEYKeyCorp COM$8K0.01%HELD
363BABAAlibaba Group Holding Ltd. SPONSORED ADS$8K0.01%19−23.8%
364DXCMDexCom Inc COM$8K0.01%HELD
365WLYWiley John & Sons Inc. CL A$7K0.01%HELD
366WABCWestamerica Bancorp COM$7K0.01%HELD
367PYPLPaypal Holdings Inc. COM$7K0.01%HELD
368EXCExelon Corp. COM$7K0.01%HELD
369TRVTravelers Companies, Inc. COM$7K0.01%HELD
370HONHoneywell International Inc. COM$7K0.01%HELD
371ICFIICF International Inc COM$7K0.01%HELD
372AMTAmerican Tower Corporation COM$7K0.01%HELD
373CNQCanadian Natural Resources Limited COM$7K0.01%HELD
374INGRIngredion Incorporated COM$7K0.01%HELD
375IBKRInteractive Brokers Group Inc COM CL A$7K0.01%HELD
376FITBFifth Third Bancorp COM$7K0.01%HELD
377LAZLazard Inc COM$7K0.01%HELD
378WKCWorld Kinect Corporation COM$6K0.01%HELD
379EXPDExpeditors International Of Washington Inc. COM$6K0.01%HELD
380VCYTVeracyte Inc COM$6K0.01%HELD
381GEHCGE Healthcare Technologies Inc. COMMON STOCK$6K0.01%HELD
382IRIngersoll Rand Inc COM$6K0.01%+79+0.0%
383EWBCEast West Bancorp Inc COM$6K0.01%HELD
384WDFCWD-40 Co. COM$6K0.00%HELD
385NVSTEnvista Holdings Corporation COM$6K0.00%HELD
386ITGartner Inc. COM$6K0.00%HELD
387MTCHMatch Group Inc COM$6K0.00%HELD
388BTIBritish American Tobacco PLC SPONSORED ADR$6K0.00%HELD
389ZTSZoetis Inc. CL A$6K0.00%HELD
390OKTAOkta Inc. CL A$6K0.00%HELD
391WDAYWorkday Inc CL A$6K0.00%HELD
392ICUIICU Medical Inc COM$6K0.00%HELD
393XELXcel Energy Inc COM$6K0.00%HELD
394NSCNorfolk Southern Corporation COM$6K0.00%HELD
395SJMThe J M Smucker Company COM NEW$6K0.00%HELD
396INGING Groep N.V. SPONSORED ADR$6K0.00%HELD
397DVNDevon Energy Corporation COM$5K0.00%HELD
398SUSuncor Energy Inc. COM$5K0.00%HELD
399CNCCentene Corp. COM$5K0.00%HELD
400PAGPPlains GP Holdings LP LTD PARTNR INT A$5K0.00%HELD
401GBCIGlacier Bancorp Inc. COM$5K0.00%HELD
402MRNAModerna Inc COM$5K0.00%300−75.0%
403MDLZMondelez International Inc. CL A$5K0.00%HELD
404ZZillow Group Inc CL C CAP STK$5K0.00%HELD
405TMToyota Motor Corp. ADS$5K0.00%+24+0.0%
406MAAMid-America Apartment Communities, Inc. COM$5K0.00%HELD
407XYZBlock Inc CL A$5K0.00%HELD
408SYYSysco Corporation COM$5K0.00%HELD
409BPBP PLC SPONSORED ADR$5K0.00%HELD
410WABWabtec Corp COM$4K0.00%HELD
411CASSCass Information Systems Inc. COM$4K0.00%HELD
412SLGNSilgan Holdings Inc. COM$4K0.00%HELD
413EWJViShares Trust MSCI JP VALUE$4K0.00%HELD
414ILFiShares Trust LATN AMER 40 ETF$4K0.00%HELD
415POWIPower Integrations Inc. COM$4K0.00%HELD
416FLUTFlutter Entertainment PLC ORD EUR0.09 (DI)$4K0.00%HELD
417CNSCohen And Steers Inc. COM$4K0.00%HELD
418GNRCGenerac Holdings Inc. COM$4K0.00%HELD
419PRUPrudential Financial, Inc. COM$4K0.00%HELD
420TEVATeva Pharmaceutical Industries Ltd. SPONSORED ADS$4K0.00%HELD
421JLLJones Lang LaSalle Incorporated COM$4K0.00%HELD
422TNADirexion Shares ETF Trust DAILY SMALL CAP BULL 3X ETF$4K0.00%HELD
423HUBBHubbell Incorporated COM$3K0.00%HELD
424VFCV.F. Corp COM$3K0.00%HELD
425RBARB Global Inc COM$3K0.00%HELD
426HSYHershey Co. (The) COM$3K0.00%HELD
427EMREmerson Electric Co. COM$3K0.00%HELD
428SNASnap-On Incorporated COM$3K0.00%HELD
429DLTRDollar Tree Inc COM$3K0.00%HELD
430MTHMeritage Homes Corp COM$3K0.00%+50NEW
431ILMNIllumina Inc COM$3K0.00%HELD
432LENLennar Corp. CL A$3K0.00%HELD
433EVRGEvergy Inc COM$3K0.00%+37+0.0%
434XNCRXencor Inc COM$3K0.00%HELD
435RHRH COM$3K0.00%HELD
436PJTPJT Partners Inc. COM CL A$3K0.00%+20+0.0%
437WATWaters Corporation COM$3K0.00%+9NEW
438BNTXBioNTech SE SPONSORED ADS$3K0.00%+30NEW
439NKTRNektar Therapeutics COM NEW$3K0.00%HELD
440EPREPR Properties COM SH BEN INT$3K0.00%HELD
441MLKNMillerKnoll Inc. COM$2K0.00%HELD
442VITLVital Farms Inc. COM$2K0.00%HELD
443RAREUltragenyx Pharmaceuticals Inc COM$2K0.00%HELD
444DELLDell Technologies Inc CL C$2K0.00%152−92.7%
445BBDBanco Bradesco SA SP ADR PFD NEW$2K0.00%HELD
446EWZIshares Inc MSCI BRAZIL ETF$2K0.00%HELD
447MICCMagnum Ice Cream Co. NV (The) ORD EUR3.50 (DI)$2K0.00%286−69.4%
448UPSUnited Parcel Service, Inc. CL B$2K0.00%950−98.2%
449KMBKimberly-Clark Corporation COM$2K0.00%HELD
450BTCGrayscale Bitcoin Mini Trust ETF SHS NEW$2K0.00%224−81.2%
451CWTCalifornia Water Service Group COM$2K0.00%HELD
452PPGPPG Industries, Inc. COM$1K0.00%HELD
453CTASCintas Corporation COM$1K0.00%HELD
454FLSFlowserve Corporation COM$1K0.00%HELD
455KRESPDR Series Trust STATE STREET SPDR S&P REGIONAL BANKING ETF$1K0.00%HELD
456IACIAC Inc COM NEW$1K0.00%HELD
457BILLBILL Holdings Inc COM$1K0.00%HELD
458WDSWoodside Energy Group Ltd. SPONSORED ADR$1K0.00%HELD
459DKNGDraftKings Inc. COM CL A$1K0.00%HELD
460AKAMAkamai Technologies, Inc. COM$1K0.00%HELD
461RIGTransocean Ltd REGISTERED SHS$1K0.00%HELD
462KDKyndryl Holdings Inc COMMON STOCK$8790.00%HELD
463FLINFranklin Templeton ETF Trust FRANKLIN INDIA$8310.00%HELD
464VVVValvoline Inc COM$8080.00%HELD
465CIThe Cigna Group COM$8000.00%HELD
466KDPKeurig Dr Pepper Inc COM$7970.00%HELD
467VSNTVersant Media Group Inc. COM CL A$7770.00%+21NEW
468RDWRRadware Ltd. ORD$7370.00%HELD
469SWKStanley Black & Decker, Inc. COM$7110.00%HELD
470MMacy's, Inc. COM$6580.00%HELD
471TLRYTilray Brands Inc COM$6470.00%HELD
472SOLSSolstice Advanced Materials Inc. COM SHS$6090.00%HELD
473ACHAccendra Health Inc. COM$5970.00%HELD
474ARCCAres Capital Corp. COM$5770.00%HELD
475RIVNRivian Automotive Inc COM CL A$5570.00%576−94.0%
476SNAPSnap Inc CL A$5520.00%HELD
477SCHLScholastic Corporation COM$5470.00%HELD
478RYNRayonier Inc COM$5360.00%HELD
479ASHAshland Inc. COM$5000.00%HELD
480XRAYDentsply Sirona Inc COM$4990.00%HELD
481MRPMillrose Properties Inc. COM CL A$4760.00%HELD
482VODVodafone Group PLC SPONSORED ADR$4660.00%HELD
483SIRISiriusXM Holdings Inc COMMON STOCK$4620.00%HELD
484APAAPA Corp. COM$4240.00%HELD
485TDOCTeladoc Health Inc COM$3270.00%HELD
486MATMattel, Inc. COM$2760.00%HELD
487MYGNMyriad Genetics Inc. COM$1620.00%HELD
488FATEFate Therapeutics Inc. COM$1200.00%HELD
489ANGIAngi Inc CL A NEW$1030.00%HELD
490PRGOPerrigo Company PLC SHS$970.00%HELD
491RYAMRayonier Advanced Materials Inc COM$890.00%HELD
492CYHCommunity Health Systems Incorporated COM$880.00%HELD
493OPKOPKO Health, Inc. COM$790.00%HELD
494CLNEClean Energy Fuels Corp. COM$640.00%HELD
495EMBCEmbecta Corp. COMMON STOCK$620.00%HELD
496CRNCCerence Inc COM$570.00%HELD
497OISOil States International, Inc. COM$470.00%HELD
498SVCService Properties Trust COM SH BEN INT$380.00%HELD
499HAINThe Hain Celestial Group Inc. COM$350.00%HELD
500AVNSAvanos Medical Inc COM$280.00%HELD

Source: SEC EDGAR · accession 0002080094-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.