Institutional
Boston Common Asset Management, LLC
CIK 0001409427
$1.69B
Reported AUM
186
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Boston Common Asset Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $404.31 | 0.25% | 73.36% | 267.64% | $126.7M | 7.51% | — | HELD |
| 2 | NVDA | NVIDIA Corp. | $201.19 | 3.15% | 12.42% | 774.16% | $73.0M | 4.33% | — | HELD |
| 3 | AAPL | Apple Inc. | $310.42 | -6.90% | 65.41% | 124.96% | $65.1M | 3.86% | — | HELD |
| 4 | MSFT | Microsoft Corp. | $465.00 | 3.08% | -10.62% | 60.10% | $58.9M | 3.49% | — | HELD |
| 5 | GOOGL | Alphabet Inc. | $355.99 | 6.69% | 85.11% | 143.37% | $50.9M | 3.02% | — | HELD |
| 6 | AVGO | Broadcom Inc | $389.53 | 0.44% | 35.65% | 758.72% | $42.7M | 2.53% | — | HELD |
| 7 | GOOG | Alphabet Inc. | $356.65 | 6.88% | 76.17% | 131.42% | $38.9M | 2.31% | — | HELD |
| 8 | AMAT | Applied Materials Inc. | $507.67 | 1.18% | 187.89% | 296.32% | $35.6M | 2.11% | — | HELD |
| 9 | MS | Morgan Stanley | $210.56 | 0.24% | 53.60% | 134.58% | $33.0M | 1.96% | — | HELD |
| 10 | V | Visa Inc | $366.16 | -0.03% | 8.84% | 65.83% | $30.5M | 1.81% | — | HELD |
| 11 | MU | Micron Technology Inc. | $823.03 | -5.90% | 787.81% | 1193.85% | $27.2M | 1.61% | — | HELD |
| 12 | LLY | Eli Lilly & Co. | $1148.35 | -0.57% | 50.85% | 361.96% | $27.1M | 1.60% | — | HELD |
| 13 | MRK | Merck & Co., Inc | $130.22 | 0.33% | 68.33% | 97.86% | $25.5M | 1.51% | — | HELD |
| 14 | VRT | Vertiv Holdings Co | $241.57 | 6.18% | 60.85% | 711.46% | $24.7M | 1.47% | — | HELD |
| 15 | SPOT | Spotify Technology S.A. | $499.94 | -4.34% | -16.67% | 123.01% | $22.9M | 1.36% | — | HELD |
| 16 | HUBB | Hubbell Incorporated | $472.55 | -0.24% | 12.81% | 148.36% | $22.7M | 1.34% | — | HELD |
| 17 | NFLX | Netflix, Inc. | $71.69 | -2.02% | -36.85% | 28.55% | $22.6M | 1.34% | — | HELD |
| 18 | NUSC | NuShares ETF Trust | $50.93 | 0.10% | 27.28% | 27.48% | $21.9M | 1.30% | — | HELD |
| 19 | CL | Colgate-Palmolive Co. | $91.30 | -0.33% | 12.18% | 32.10% | $21.2M | 1.26% | — | HELD |
| 20 | DGX | Quest Diagnostics Incorporated | $233.01 | -0.55% | 39.60% | 69.03% | $20.3M | 1.20% | — | HELD |
| 21 | WAB | Wabtec Corp | $290.86 | -0.55% | 57.26% | 234.50% | $19.6M | 1.16% | — | HELD |
| 22 | CB | Chubb Ltd. | $350.70 | 0.16% | 31.74% | 103.65% | $17.5M | 1.04% | — | HELD |
| 23 | CRH | CRH Plc | $95.01 | -1.03% | 1.52% | 106.03% | $17.4M | 1.03% | — | HELD |
| 24 | XYL | Xylem, Inc. | $116.97 | 0.13% | -16.18% | -8.52% | $16.9M | 1.00% | — | HELD |
| 25 | AWK | American Water Works Company, Inc. | $134.23 | -1.89% | -3.64% | -16.94% | $16.7M | 0.99% | — | HELD |
| 26 | TJX | The TJX Companies Inc. | $157.35 | -1.20% | 26.73% | 132.46% | $16.4M | 0.97% | — | HELD |
| 27 | BK | The Bank of New York Mellon Corp. | — | — | — | — | $15.8M | 0.94% | — | HELD |
| 28 | RHHBY | Roche Holding AG | $54.64 | -1.14% | 45.13% | 28.78% | $15.4M | 0.91% | — | HELD |
| 29 | ADI | Analog Devices Inc. | $367.41 | 0.20% | 68.77% | 145.58% | $15.2M | 0.90% | — | HELD |
| 30 | EW | Edwards Lifesciences Corporation | $86.04 | -1.01% | 7.64% | -27.13% | $14.5M | 0.86% | — | HELD |
| 31 | PANW | Palo Alto Networks Inc | $331.83 | 1.89% | — | — | $14.5M | 0.86% | — | HELD |
| 32 | NVS | Novartis AG | $156.14 | -1.45% | — | — | $14.4M | 0.85% | — | HELD |
| 33 | ECL | Ecolab Inc. | $277.81 | -0.55% | — | — | $13.4M | 0.80% | — | HELD |
| 34 | FITB | Fifth Third Bancorp | $56.50 | -0.16% | — | — | $13.3M | 0.79% | — | HELD |
| 35 | HDB | HDFC Bank Ltd. | $23.93 | -0.87% | — | — | $13.3M | 0.79% | — | HELD |
| 36 | HASI | HA Sustainable Infrastructure Capital Inc | $37.87 | -0.24% | — | — | $13.2M | 0.78% | — | HELD |
| 37 | VZ | Verizon Communications Inc. | $46.82 | 1.54% | — | — | $13.0M | 0.77% | — | HELD |
| 38 | CMI | Cummins Inc. | $634.20 | 0.19% | — | — | $12.7M | 0.75% | — | HELD |
| 39 | TMUS | T-Mobile US Inc | $172.71 | -0.36% | — | — | $12.6M | 0.75% | — | HELD |
| 40 | WM | Waste Management, Inc. | $226.54 | 0.09% | — | — | $12.5M | 0.74% | — | HELD |
| 41 | CBRE | CBRE Group Inc. | $146.81 | -1.77% | — | — | $12.2M | 0.72% | — | HELD |
| 42 | BAC | Bank of America Corp. | $61.97 | 0.39% | — | — | $12.0M | 0.71% | — | HELD |
| 43 | EBAY | eBay Inc. | $114.01 | 0.43% | — | — | $11.5M | 0.68% | — | HELD |
| 44 | EMR | Emerson Electric Co. | $149.82 | 0.79% | — | — | $11.2M | 0.66% | — | HELD |
| 45 | SCHW | The Charles Schwab Corporation | $105.24 | 0.87% | — | — | $10.8M | 0.64% | — | HELD |
| 46 | COST | Costco Wholesale Corporation | $951.89 | -0.24% | — | — | $10.7M | 0.64% | — | HELD |
| 47 | GILD | Gilead Sciences Inc. | $130.21 | -0.82% | — | — | $10.7M | 0.63% | — | HELD |
| 48 | RL | Ralph Lauren Corp. | $380.34 | -1.44% | — | — | $10.5M | 0.63% | — | HELD |
| 49 | MUFG | Mitsubishi UFJ Financial Group Inc. | $22.45 | -0.22% | — | — | $9.7M | 0.57% | — | HELD |
| 50 | VRTX | Vertex Pharmaceuticals Incorporated | $477.10 | -0.95% | — | — | $9.7M | 0.57% | — | HELD |
| 51 | ITUB | Itau Unibanco Holding SA | $8.46 | 0.24% | — | — | $9.6M | 0.57% | — | HELD |
| 52 | SFM | Sprouts Farmers Markets Inc | $87.16 | 0.36% | — | — | $9.4M | 0.56% | — | HELD |
| 53 | DHR | Danaher Corporation | $195.07 | -0.56% | — | — | $9.4M | 0.56% | — | HELD |
| 54 | STLD | Steel Dynamics, Inc. | $251.26 | -0.49% | — | — | $9.3M | 0.55% | — | HELD |
| 55 | AMD | Advanced Micro Devices Inc. | $476.15 | -1.90% | — | — | $9.3M | 0.55% | — | HELD |
| 56 | TT | Trane Technologies PLC | $455.07 | 3.36% | — | — | $9.2M | 0.55% | — | HELD |
| 57 | UL | Unilever PLC | $63.42 | -2.83% | — | — | $9.2M | 0.54% | — | HELD |
| 58 | MET | MetLife Inc. | $96.13 | -0.97% | — | — | $9.2M | 0.54% | — | HELD |
| 59 | ASML | ASML Holding N.V. | $1629.00 | -1.36% | — | — | $8.6M | 0.51% | — | HELD |
| 60 | CME | CME Group Inc. | $267.79 | 0.21% | — | — | $8.5M | 0.50% | — | HELD |
| 61 | SIEGY | Siemens AG | $162.90 | -0.09% | — | — | $8.1M | 0.48% | — | HELD |
| 62 | AON | Aon PLC | $360.55 | -1.64% | — | — | $7.9M | 0.47% | — | HELD |
| 63 | PRYMY | Prysmian S.p.A. | $69.43 | -0.43% | — | — | $7.8M | 0.46% | — | HELD |
| 64 | BKNG | Booking Holdings Inc | $192.90 | -0.18% | — | — | $7.7M | 0.46% | — | HELD |
| 65 | MIELY | Mitsubishi Electric Corp. | $72.66 | 7.55% | — | — | $7.7M | 0.46% | — | HELD |
| 66 | FSLR | First Solar Inc | $211.03 | 2.44% | — | — | $7.6M | 0.45% | — | HELD |
| 67 | SAP | SAP SE | $183.72 | 1.57% | — | — | $7.3M | 0.44% | — | HELD |
| 68 | SCBFY | Standard Chartered PLC | $59.33 | -1.28% | — | — | $7.1M | 0.42% | — | HELD |
| 69 | AZN | AstraZeneca PLC | $169.63 | -1.00% | — | — | $7.1M | 0.42% | — | HELD |
| 70 | SBGSY | Schneider Electric SE | $67.08 | 1.99% | — | — | $7.1M | 0.42% | — | HELD |
| 71 | CRM | Salesforce Inc. | $184.03 | 1.84% | — | — | $7.0M | 0.42% | — | HELD |
| 72 | HD | Home Depot Inc. | $331.99 | -0.41% | — | — | $6.9M | 0.41% | — | HELD |
| 73 | HOCPY | HOYA Corp. | $153.69 | 0.75% | — | — | $6.8M | 0.40% | — | HELD |
| 74 | ATEYY | Advantest Corp. | $198.13 | 3.97% | — | — | $6.7M | 0.40% | — | HELD |
| 75 | LIN | Linde PLC | $478.38 | -5.95% | — | — | $6.5M | 0.39% | — | HELD |
| 76 | AZO | Autozone, Inc. | $3016.25 | 0.32% | — | — | $6.5M | 0.39% | — | HELD |
| 77 | ING | ING Groep N.V. | $34.92 | -0.07% | — | — | $6.4M | 0.38% | — | HELD |
| 78 | IX | ORIX Corp. | $40.31 | -0.22% | — | — | $6.3M | 0.37% | — | HELD |
| 79 | SSEZY | Sse PLC | $31.49 | -0.60% | — | — | $6.2M | 0.37% | — | HELD |
| 80 | SONY | Sony Group Corp. | $23.26 | 2.15% | — | — | $6.1M | 0.36% | — | HELD |
| 81 | STT | State Street Corp. | $184.16 | 0.73% | — | — | $6.0M | 0.36% | — | HELD |
| 82 | MELI | Mercadolibre Inc | $1877.95 | -0.41% | — | — | $6.0M | 0.36% | — | HELD |
| 83 | SGAPY | Singapore Telecommunications Ltd. | $35.35 | -0.98% | — | — | $5.7M | 0.34% | — | HELD |
| 84 | BBVA | Banco Bilbao Vizcaya Argentaria SA | $27.95 | 1.27% | — | — | $5.7M | 0.34% | — | HELD |
| 85 | MRAAY | Murata Manufacturing Co Ltd. | $22.67 | -1.99% | — | — | $5.7M | 0.34% | — | HELD |
| 86 | SBS | Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP | $5.45 | -0.37% | — | — | $5.6M | 0.33% | — | HELD |
| 87 | OVCHY | Oversea-Chinese Banking Corp Ltd. | $45.24 | -0.29% | — | — | $5.4M | 0.32% | — | HELD |
| 88 | CIB | Bancolombia SA | $92.44 | -1.54% | — | — | $5.3M | 0.32% | — | HELD |
| 89 | ASMIY | ASM International N.V. | $925.89 | 1.20% | — | — | $5.1M | 0.30% | — | HELD |
| 90 | DTEGY | Deutsche Telekom AG | $30.83 | -1.15% | — | — | $5.0M | 0.30% | — | HELD |
| 91 | IDEXY | Industria De Diseno Textil SA | $16.33 | -1.57% | — | — | $5.0M | 0.29% | — | HELD |
| 92 | AMGN | Amgen Inc. | $385.16 | -0.64% | — | — | $5.0M | 0.29% | — | HELD |
| 93 | ISNPY | Intesa Sanpaolo S.p.A. | $45.24 | 0.29% | — | — | $4.9M | 0.29% | — | HELD |
| 94 | AIQUY | Air Liquide S.A.(L') | $39.36 | -0.61% | — | — | $4.9M | 0.29% | — | HELD |
| 95 | ATLCY | Atlas Copco AB | $18.53 | -0.59% | — | — | $4.9M | 0.29% | — | HELD |
| 96 | VEOEY | Veolia Environnement S.A. | $19.99 | -4.12% | — | — | $4.8M | 0.28% | — | HELD |
| 97 | CYATY | Contemporary Amperex Technology Co Ltd. | $19.87 | -0.20% | — | — | $4.7M | 0.28% | — | HELD |
| 98 | TTDKY | TDK Corp. | $19.54 | 5.56% | — | — | $4.7M | 0.28% | — | HELD |
| 99 | DE | Deere & Company | $592.75 | -1.12% | — | — | $4.6M | 0.27% | — | HELD |
| 100 | NSRGY | Nestle SA | $99.94 | -2.43% | — | — | $4.4M | 0.26% | — | HELD |
| 101 | PG | The Procter & Gamble Co. | — | — | — | — | $4.3M | 0.25% | — | HELD |
| 102 | SQM | Sociedad Quimica y Minera de Chile S A | — | — | — | — | $4.3M | 0.25% | — | HELD |
| 103 | LOW | Lowes Companies, Inc. | — | — | — | — | $4.3M | 0.25% | — | HELD |
| 104 | IFNNY | Infineon Technologies AG | — | — | — | — | $4.2M | 0.25% | — | HELD |
| 105 | MQBKY | Macquarie Group Ltd. | — | — | — | — | $4.1M | 0.25% | — | HELD |
| 106 | ADRNY | Koninklijke Ahold Delhaize NV | — | — | — | — | $4.0M | 0.23% | — | HELD |
| 107 | TCOM | Trip.com Group Ltd. | — | — | — | — | $3.9M | 0.23% | — | HELD |
| 108 | AXP | American Express Company | — | — | — | — | $3.9M | 0.23% | — | HELD |
| 109 | ASAZY | Assa Abloy AB | — | — | — | — | $3.7M | 0.22% | — | HELD |
| 110 | CFG | Citizens Financial Group Inc | — | — | — | — | $3.7M | 0.22% | — | HELD |
| 111 | FR | First Industrial Realty Trust, Inc. | — | — | — | — | $3.7M | 0.22% | — | HELD |
| 112 | ROK | Rockwell Automation, Inc. | — | — | — | — | $3.5M | 0.20% | — | HELD |
| 113 | CCK | Crown Holdings, Inc. | — | — | — | — | $3.3M | 0.20% | — | HELD |
| 114 | ARGX | Argenx SE | — | — | — | — | $3.3M | 0.20% | — | HELD |
| 115 | AAGIY | AIA Group Ltd, Hong Kong | — | — | — | — | $3.3M | 0.20% | — | HELD |
| 116 | ABT | Abbott Laboratories | — | — | — | — | $3.3M | 0.20% | — | HELD |
| 117 | CP | Canadian Pacific Kansas City Ltd. | — | — | — | — | $3.3M | 0.19% | — | HELD |
| 118 | TTNDY | Techtronic Industries Co. Ltd. | — | — | — | — | $3.2M | 0.19% | — | HELD |
| 119 | KGSPY | Kingspan Group PLC | — | — | — | — | $3.2M | 0.19% | — | HELD |
| 120 | GXO | GXO Logistics Inc. | — | — | — | — | $3.2M | 0.19% | — | HELD |
| 121 | DLR | Digital Realty Trust Inc. | — | — | — | — | $3.2M | 0.19% | — | HELD |
| 122 | APTV | Aptiv PLC | — | — | — | — | $3.1M | 0.19% | — | HELD |
| 123 | ALC | Alcon AG | — | — | — | — | $3.1M | 0.18% | — | HELD |
| 124 | SAUHY | Straumann Holding AG | — | — | — | — | $3.1M | 0.18% | — | HELD |
| 125 | PROSY | Prosus NV | — | — | — | — | $3.1M | 0.18% | — | HELD |
| 126 | SKM | SK Telecom Co Ltd | — | — | — | — | $3.0M | 0.18% | — | HELD |
| 127 | VWDRY | Vestas Wind Systems AS | — | — | — | — | $2.9M | 0.17% | — | HELD |
| 128 | TDHOY | T&D Holdings Inc. | — | — | — | — | $2.9M | 0.17% | — | HELD |
| 129 | HVRRY | Hannover Rueck SE | — | — | — | — | $2.8M | 0.17% | — | HELD |
| 130 | OTSKY | Otsuka Holdings Co Ltd. | — | — | — | — | $2.8M | 0.16% | — | HELD |
| 131 | LSEGY | London Stock Exchange Group PLC | — | — | — | — | $2.7M | 0.16% | — | HELD |
| 132 | CSL | Carlisle Companies Inc. | — | — | — | — | $2.6M | 0.15% | — | HELD |
| 133 | ASCCY | Asics Corp | — | — | — | — | $2.5M | 0.15% | — | HELD |
| 134 | ZNGA | Zoom Communications Inc. | — | — | — | — | $2.5M | 0.15% | — | HELD |
| 135 | QCOM | QUALCOMM Inc. | — | — | — | — | $2.5M | 0.15% | — | HELD |
| 136 | DELT | Delta Electronics Inc. | — | — | — | — | $2.4M | 0.14% | — | HELD |
| 137 | BRK/A | Berkshire Hathaway Inc. | — | — | — | — | $2.2M | 0.13% | — | HELD |
| 138 | LRLCY | L'Oreal S.A. | — | — | — | — | $2.2M | 0.13% | — | HELD |
| 139 | INFY | Infosys Ltd. | — | — | — | — | $2.1M | 0.13% | — | HELD |
| 140 | KIM | Kimco Realty Corporation | — | — | — | — | $2.1M | 0.12% | — | HELD |
| 141 | JRONY | Jeronimo Martins - S.G.P.S., S.A. | — | — | — | — | $2.1M | 0.12% | — | HELD |
| 142 | HPE | Hewlett Packard Enterprise Co. | — | — | — | — | $2.1M | 0.12% | — | HELD |
| 143 | MBGYY | Mercedes-Benz Group AG | — | — | — | — | $1.7M | 0.10% | — | HELD |
| 144 | J | Jacobs Solutions Inc. | — | — | — | — | $1.7M | 0.10% | — | HELD |
| 145 | MMYT | MakeMyTrip Ltd. | — | — | — | — | $1.3M | 0.08% | — | HELD |
| 146 | ASX | ASE Technology Holding Co Ltd. | — | — | — | — | $929K | 0.06% | — | HELD |
| 147 | PNGAY | Ping An Insurance (Group) Company of China Ltd. | — | — | — | — | $833K | 0.05% | — | HELD |
| 148 | ES | Eversource Energy | — | — | — | — | $813K | 0.05% | — | HELD |
| 149 | ALBKY | Alpha Bank S.A. | — | — | — | — | $808K | 0.05% | — | HELD |
| 150 | RDY | Dr. Reddy's Laboratories Ltd. | — | — | — | — | $772K | 0.05% | — | HELD |
| 151 | TCEHY | Tencent Holdings Ltd. | — | — | — | — | $733K | 0.04% | — | HELD |
| 152 | GBOOY | Grupo Financiero Banorte S.A.B. de C.V. | — | — | — | — | $711K | 0.04% | — | HELD |
| 153 | ATLKY | Atlas Copco AB | — | — | — | — | $572K | 0.03% | — | HELD |
| 154 | IVV | iShares Trust | — | — | — | — | $562K | 0.03% | — | HELD |
| 155 | VGSR | Manager Directed Portfolios | — | — | — | — | $535K | 0.03% | — | HELD |
| 156 | TRUMY | Terumo Corp. | — | — | — | — | $509K | 0.03% | — | HELD |
| 157 | DON | Wisdomtree Trust | — | — | — | — | $480K | 0.03% | — | HELD |
| 158 | TD | The Toronto-Dominion Bank | — | — | — | — | $461K | 0.03% | — | HELD |
| 159 | SPY | Spdr S&P 500 Etf Trust | — | — | — | — | $427K | 0.03% | — | HELD |
| 160 | EFA | iShares Trust | — | — | — | — | $425K | 0.03% | — | HELD |
| 161 | IWM | iShares Trust | — | — | — | — | $419K | 0.02% | — | HELD |
| 162 | FERG | Ferguson Enterprises Inc | — | — | — | — | $408K | 0.02% | — | HELD |
| 163 | AJG | Gallagher Aj &Co | — | — | — | — | $401K | 0.02% | — | HELD |
| 164 | DSFIY | DSM Firmenich AG | — | — | — | — | $341K | 0.02% | — | HELD |
| 165 | CIHKY | China Merchants Bank Co Ltd. | — | — | — | — | $329K | 0.02% | — | HELD |
| 166 | JPM | JPMorgan Chase & Co. | — | — | — | — | $322K | 0.02% | — | HELD |
| 167 | SCMWY | Swisscom AG | — | — | — | — | $306K | 0.02% | — | HELD |
| 168 | SHG | Shinhan Financial Group Co Ltd. | — | — | — | — | $303K | 0.02% | — | HELD |
| 169 | BDOUY | BDO Unibank Inc. | — | — | — | — | $282K | 0.02% | — | HELD |
| 170 | KYCCF | Keyence Corp. | — | — | — | — | $282K | 0.02% | — | HELD |
| 171 | MIELF | Mitsubishi Electric Corp. | — | — | — | — | $268K | 0.02% | — | HELD |
| 172 | ORXCF | ORIX Corp. | — | — | — | — | $253K | 0.02% | — | HELD |
| 173 | FISV | Fiserv Inc. | — | — | — | — | $253K | 0.01% | — | HELD |
| 174 | MA | MasterCard Incorporated | — | — | — | — | $238K | 0.01% | — | HELD |
| 175 | VEA | Vanguard Tax Managed Funds | — | — | — | — | $228K | 0.01% | — | HELD |
| 176 | GLD | Spdr Gold Trust | — | — | — | — | $224K | 0.01% | — | HELD |
| 177 | DANOY | Danone SA | — | — | — | — | $221K | 0.01% | — | HELD |
| 178 | SAXPY | Sampo PLC | — | — | — | — | $220K | 0.01% | — | HELD |
| 179 | ED | Consolidated Edison, Inc. | — | — | — | — | $218K | 0.01% | — | HELD |
| 180 | BABA | Alibaba Group Holding Ltd. | — | — | — | — | $217K | 0.01% | — | HELD |
| 181 | MDY | Spdr S&P Midcap 400 Etf Trust | — | — | — | — | $211K | 0.01% | — | HELD |
| 182 | ITW | Illinois Tool Works Inc. | — | — | — | — | $203K | 0.01% | — | HELD |
| 183 | IITSF | Intesa Sanpaolo S.p.A. | — | — | — | — | $199K | 0.01% | — | HELD |
| 184 | ATLFF | Atlas Copco AB | — | — | — | — | $181K | 0.01% | — | HELD |
| 185 | BTGOF | BT Group PLC | — | — | — | — | $83K | 0.00% | — | HELD |
| 186 | BKRKF | Bank Rakyat Indonesia (Persero) Tbk | — | — | — | — | $4K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001409427-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.