MondegarAI
← Tracker

Institutional

BOSTON FAMILY OFFICE LLC

CIK 0001039807
$1.5M
Reported AUM
310
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · BOSTON FAMILY OFFICE LLC · Q1 2026

AI · grounded in 13F

BOSTON FAMILY OFFICE LLC increased its position in Vanguard S&P 500 ETF VOO by 30.67%. The fund also accumulated shares of Parker-Hannifin Corporation PH by 29.19% and established a new position in Spotify Technology SPOT worth $2,935. Conversely, the fund trimmed its holdings in Alphabet Inc. Class C GOOG by 10.36% and Chevron Corporation CVX by 5.73%.

Portfolio · Q1 2026

AAPLGOOGAMZNMSFTVOOVUNPOther$1.0MBL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Inc.$307.34-1.25%51.31%116.17%$73K4.85%+512+0.2%
2GOOGAlphabet Inc. Class C$365.76-0.95%109.82%172.71%$52K3.47%21,019−10.4%
3AMZNAmazon.com, Inc.$246.03-3.06%15.20%47.87%$52K3.47%8,471−3.3%
4MSFTMicrosoft Corporation$416.67-2.66%-10.71%52.39%$51K3.37%996−0.7%
5VOOVanguard S&P 500 ETF$678.00-2.59%24.60%80.00%$48K3.17%+18,709+30.7%
6VVisa Inc. Class A$323.571.06%-11.91%36.33%$40K2.68%5,141−3.7%
7UNPUnion Pacific Corporation$272.323.19%24.65%39.36%$30K1.98%1,412−1.1%
8NVDANVIDIA Corporation$205.10-6.20%44.92%955.49%$29K1.92%+21,529+14.9%
9SPYSPDR S&P 500 ETF Trust$737.55-2.58%24.51%79.50%$29K1.91%6,510−12.8%
10BRK/BBerkshire Hathaway Inc. Class B$27K1.81%3,918−6.5%
11NEENextEra Energy, Inc.$85.840.19%23.39%25.67%$25K1.64%6,156−2.3%
12SPGIS&P Global, Inc.$424.441.03%-17.59%3.23%$24K1.63%+1,755+3.2%
13SYKStryker Corporation$305.661.48%-19.61%18.51%$24K1.62%+4,539+6.5%
14ECLEcolab Inc.$257.971.43%-2.40%23.16%$24K1.58%4,702−5.0%
15ROKRockwell Automation, Inc.$446.71-3.36%39.68%58.03%$23K1.55%7,090−9.8%
16PANWPalo Alto Networks, Inc.$272.05-2.58%36.30%309.05%$22K1.47%+14,200+11.5%
17CVXChevron Corporation$187.31-0.55%39.19%125.88%$21K1.43%6,304−5.7%
18APDAir Products and Chemicals, Inc.$282.35-0.18%3.63%9.35%$21K1.40%700−1.0%
19AMTAmerican Tower Corporation$194.120.11%-5.30%-20.51%$21K1.38%2,314−1.9%
20IQVIqvia Holdings Inc$183.45-1.84%20.44%-25.94%$20K1.32%3,601−3.0%
21TMOThermo Fisher Scientific Inc.$472.80-1.91%18.07%-11.30%$20K1.32%+199+0.5%
22ATRAptargroup, Inc.$113.360.72%-24.99%-6.15%$19K1.26%7,647−4.9%
23LLYEli Lilly and Company$1131.420.55%48.00%387.10%$17K1.15%96−0.5%
24MRSHMarsh$165.442.59%-26.69%21.25%$17K1.12%846−0.9%
25JNJJohnson & Johnson$232.772.02%53.90%55.59%$17K1.12%4,583−6.2%
26GOOGLAlphabet Inc. Class A$368.53-0.98%112.92%175.80%$16K1.09%2,339−3.9%
27CRMSalesforce, Inc.$185.66-1.64%-31.86%-22.13%$16K1.05%5,198−5.8%
28ABBVAbbVie, Inc.$227.231.02%23.60%135.68%$15K1.03%61−0.1%
29NOWServiceNow, Inc.$112.45-5.79%-45.42%-4.36%$15K1.01%2,145−1.5%
30VXFVanguard Extended Market ETF$231.90-3.32%24.41%31.75%$15K1.00%+6,904+10.4%
31VTIPVanguard Short-Term Inflation-Protected ETF$50.31-0.20%$15K1.00%+18,057+6.4%
32IDXXIDEXX Laboratories, Inc.$562.16-0.46%$15K0.98%711−2.6%
33ETNEaton Corp. PLC$395.94-5.42%$15K0.98%289−0.7%
34ADPAutomatic Data Processing, Inc.$231.950.28%$15K0.97%2,131−2.9%
35VIGVanguard Dividend Appreciation ETF$233.28-1.37%$14K0.91%+6,681+11.7%
36JPMJPMorgan Chase & Co.$312.370.48%$14K0.91%+1,735+3.9%
37PHParker-Hannifin Corporation$882.341.16%$13K0.87%+3,286+29.2%
38ROPRoper Technologies, Inc.$332.180.11%$13K0.86%3,546−8.8%
39COSTCostco Wholesale Corporation$971.87-0.05%$13K0.86%588−4.3%
40METAMeta Platforms$593.00-5.51%$13K0.84%+4,616+26.5%
41VTIVanguard Total Stock Market ETF$363.38-2.68%$12K0.77%+3,691+11.4%
42XYLXylem Inc.$109.94-0.22%$11K0.71%+513+0.6%
43ASMLASML Holding NV ADR$1641.74-6.59%$10K0.68%+18+0.2%
44ZBRAZebra Technologies Corporation Class A$232.11-5.45%$10K0.68%3,157−6.1%
45PEPPepsiCo, Inc.$141.92-0.16%$10K0.64%1,607−2.5%
46EOGEOG Resources, Inc.$137.78-2.20%$9K0.63%5,172−7.3%
47MCDMcDonald's Corporation$279.842.61%$9K0.62%+1,563+5.5%
48NFLXNetflix Inc$82.180.76%$9K0.60%+24,009+34.6%
49TJXTJX Companies Inc$160.711.31%$9K0.57%2,029−3.6%
50LECOLincoln Electric Holdings, Inc.$262.13-0.65%$9K0.57%236−0.7%
51ABTAbbott Laboratories$91.070.32%$8K0.55%1,601−1.9%
52PGProcter & Gamble Company$146.544.09%$8K0.53%4,551−7.6%
53DISWalt Disney Company$99.710.37%$8K0.53%+3,091+3.9%
54TELTE Connectivity PLC$212.65-3.67%$8K0.52%+1,105+3.1%
55MKCMcCormick & Company, Inc.$47.241.33%$7K0.50%+5,537+3.9%
56SHWSherwin-Williams Company$305.301.74%$7K0.49%658−2.8%
57DHRDanaher Corporation$184.30-1.25%$7K0.49%336−0.9%
58VCSHVanguard Short-Term Corporate Bond ETF$78.61-0.29%$7K0.48%+4,212+4.8%
59HDHome Depot, Inc.$310.780.27%$7K0.47%+197+0.9%
60ADIAnalog Devices, Inc.$401.39-6.38%$7K0.46%+92+0.4%
61VCRBVanguard Core Bond ETF$76.64-0.40%$7K0.46%+17,796+24.8%
62MDYSPDR S&P Midcap 400 ETF Trust$674.59-1.95%$7K0.45%474−4.1%
63MOATVanEck Morningstar Wide Moat ETF$102.05-1.39%$6K0.43%+958+1.4%
64NKENIKE, Inc. Class B$42.98-1.47%$6K0.43%4,771−3.8%
65IJRiShares Core S&P Small Cap ETF$137.68-1.84%$6K0.43%4,584−8.2%
66VRPInvesco Variable Rate Preferred ETF$24.33-0.16%$6K0.41%+8,700+3.5%
67IBTHiShares iBonds Treasury 2027$22.33-0.07%$6K0.41%+13,534+5.2%
68IBTIiShares iBonds Treasury 2028$22.07-0.20%$6K0.39%+14,330+5.7%
69XOMExxon Mobil Corporation$149.92-1.39%$6K0.39%1,063−3.0%
70PLTRPalantir Technologies Inc$135.53-4.35%$6K0.39%+2,255+6.0%
71MRKMerck & Co., Inc.$120.790.44%$5K0.36%958−2.1%
72HUBBHubbell Incorporated Class B$476.82-1.74%$5K0.35%HELD
73AXPAmerican Express Company$310.66-0.60%$5K0.34%+4,025+31.2%
74MPWRMonolithic Power Systems, Inc.$1481.05-10.38%$5K0.33%109−2.3%
75NSRGYNestle S.A. Sponsored ADR$96.42-0.39%$5K0.32%2,353−4.6%
76VGSHVanguard Short-Term Treasury ETF$58.04-0.17%$5K0.32%+10,125+14.3%
77BSVVanguard Short-Term Bond ETF$77.60-0.26%$5K0.31%3,551−5.6%
78QQQInvesco QQQ Trust$705.06-4.80%$5K0.31%954−10.7%
79WELLWelltower, Inc.$206.933.03%$5K0.30%+1,048+4.8%
80IVViShares Core S&P 500 ETF$740.91-2.62%$4K0.28%11−0.2%
81TTTrane Technologies plc$456.84-1.49%$4K0.28%1,075−9.5%
82WMWaste Management, Inc.$220.400.63%$4K0.28%+1,409+8.2%
83TSMTaiwan Semiconductor MFG.$415.17-6.69%$4K0.28%+714+6.1%
84VEAVanguard FTSE Developed Markets ETF$69.17-3.72%$4K0.28%+14,311+28.2%
85ADBEAdobe Inc.$251.44-2.70%$4K0.27%2,093−11.1%
86IJHiShares Core S&P Mid-Cap ETF$73.95-2.00%$4K0.25%+1,018+1.9%
87AMGNAmgen Inc.$349.581.15%$4K0.24%+1,234+13.5%
88LOWLowe's Companies, Inc.$210.741.55%$4K0.24%4,168−21.2%
89BRK/ABerkshire Hathaway Inc. Class A$4K0.24%HELD
90RTXRTX Corporation$180.990.88%$3K0.23%+49+0.3%
91KOCoca-Cola Company$79.483.46%$3K0.22%526−1.2%
92GLWCorning Inc$177.58-10.18%$3K0.22%8,068−24.8%
93ITWIllinois Tool Works Inc.$252.720.64%$3K0.22%+1,596+14.6%
94IBTJiShares iBonds Treasury 2029$21.55-0.25%$3K0.22%+21,872+17.3%
95CATCaterpillar Inc.$904.28-3.85%$3K0.22%1,421−23.8%
96IVWiShares S&P 500 Growth ETF$134.60-3.81%$3K0.21%+25+0.1%
97RPMRPM International Inc.$104.960.76%$3K0.20%+1,997+7.3%
98SPOTSpotify Technology$496.950.68%$3K0.20%+6,053NEW
99IBTGiShares iBonds Treasury 2026$22.850.02%$3K0.19%94,254−42.7%
100VOVanguard Mid-Cap ETF$78.53-2.06%$3K0.19%HELD
101SNPSSynopsys, Inc.$3K0.19%145−2.0%
102IBTKiShares iBonds Treasury 2030$3K0.19%+27,092+23.5%
103AMATApplied Materials, Inc.$3K0.19%+54+0.7%
104VVVanguard Large-Cap ETF$3K0.18%HELD
105VXUSVanguard Total International Stock ETF$3K0.18%+2,211+6.9%
106VNQVanguard Real Estate ETF$3K0.17%+8,511+42.1%
107IBTLiShares iBonds Treasury 2031$3K0.17%+18,090+17.2%
108WMTWalmart Inc.$3K0.17%+204+1.0%
109NSCNorfolk Southern Corporation$2K0.16%40−0.5%
110GISGeneral Mills, Inc.$2K0.16%HELD
111MDTMedtronic PLC$2K0.16%182−0.7%
112AFLAflac Incorporated$2K0.15%HELD
113VGUSVanguard Instl Index (FD Ultra-Short Trea)$2K0.15%+2,948+10.9%
114GILDGilead Sciences, Inc.$2K0.15%303−1.9%
115JPSTJPMorgan Ultra-Short Income ETF$2K0.15%7,959−15.3%
116VEUVanguard FTSE All-World ex-US ETF$2K0.15%+480+1.7%
117TFLOiShares Treasury Floating Rate Bond ETF$2K0.14%3,135−7.0%
118VZVerizon Communications Inc.$2K0.14%+470+1.1%
119GEGE Aerospace$2K0.14%+5,302+284.9%
120NNNextnav Inc$2K0.13%HELD
121BSXBoston Scientific Corporation$2K0.13%+1,241+4.2%
122ORCLOracle Corporation$2K0.13%1,041−7.4%
123AWKAmerican Water Works Co Inc$2K0.13%170−1.2%
124BMYBristol-Myers Squibb Company$2K0.13%+927+3.1%
125VUSBVanguard Ultra-Short Bond ETF$2K0.12%+3,814+11.3%
126APHAmphenol Corporation$2K0.12%111−0.8%
127FSLRFirst Solar, Inc.$2K0.12%HELD
128QCOMQualcomm Inc$2K0.12%2,773−16.8%
129MMM3M Company$2K0.12%HELD
130IYWiShares U.S. Technology ETF$2K0.11%HELD
131FLEXFlextronics Int'l LTD$2K0.11%HELD
132BIVVanguard Intermediate-Term Bond ETF$2K0.11%3,697−14.2%
133IBTMiShares iBonds Treasury 2032$2K0.11%+2,461+3.4%
134GEVGE Vernova Inc$2K0.11%+1,137+138.5%
135FDXFedEx Corporation$2K0.11%30−0.6%
136CLXClorox Company$2K0.11%1,066−6.2%
137PMPhilip Morris International Inc.$2K0.11%254−2.5%
138NVSNovartis AG Sponsored ADR$2K0.11%+592+5.9%
139IWRiShares Russell Midcap ETF$2K0.11%106−0.6%
140IBDYiShares iBonds Treasury 2033$2K0.11%+66,187NEW
141MDLZMondelez International, Inc. Class A$2K0.11%HELD
142BKBank of New York Mellon Corporation$2K0.11%HELD
143TGTTarget Corporation$2K0.10%1,000−7.1%
144TERTeradyne, Inc.$2K0.10%450−7.8%
145CSCOCisco Systems, Inc.$2K0.10%+1,999+11.0%
146IWMiShares Russell 2000 ETF$2K0.10%22−0.4%
147UNHUnitedHealth Group Incorporated$2K0.10%724−11.4%
148PFEPfizer Inc.$2K0.10%8,827−14.2%
149TYLTyler Technologies, Inc.$1K0.10%+95+2.3%
150IGMiShares Expanded Tech Sector ETF$1K0.10%HELD
151IWOiShares Russell 2000 Growth ETF$1K0.09%HELD
152MAMastercard Incorporated Class A$1K0.09%+1,177+77.3%
153IBMInternational Business Machines Corporation$1K0.09%+1,955+55.4%
154PLDPrologis, Inc.$1K0.09%+7,540+303.8%
155NVONovo Nordisk A/S Sponsored ADR Class B$1K0.09%2,080−5.6%
156ORLYO'Reilly Automotive, Inc.$1K0.08%+5,292+62.2%
157CRWDCrowdStrike Holdings, Inc. Class A$1K0.08%HELD
158COPConocophillips$1K0.08%+459+5.0%
159ACNAccenture Plc Class A$1K0.08%+381+6.5%
160IVEiShares S&P 500 Value ETF$1K0.08%HELD
161FANGDiamondback Energy Inc$1K0.08%HELD
162VSDMVanguard Short Duration Tax Exempt Bond ETF$1K0.08%+246+1.6%
163VCRMVanguard Core Tax-Ex Bond$1K0.08%+311+2.1%
164IAUiShares Gold Trust$1K0.07%+3,999+47.5%
165STWDStarwood Property Trust, Inc.$1K0.07%+10,470+19.8%
166AVGOBroadcom Inc.$1K0.07%+182+5.4%
167EMREmerson Electric Co.$1K0.07%+222+2.8%
168LINLinde PLC$1K0.07%HELD
169LNGCheniere Energy$1K0.07%HELD
170INTUIntuit Inc.$1K0.07%+256+11.8%
171STESteris PLC$1K0.07%HELD
172GATXGATX Corporation$1K0.07%284−4.6%
173EMXCiShares MSCI Emerging Markets Ex China ETF$1K0.07%+12,773NEW
174DGSWisdomTree Emerging Markets SmallCap Dividend Fund$9750.06%+3,777+30.3%
175ANETArista Networks Inc$9730.06%+7,922NEW
176IRIngersoll Rand Inc.$9100.06%HELD
177HELOJP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)$9050.06%+3,705+35.4%
178KMIKinder Morgan Inc Class P$9020.06%413−1.5%
179HONHoneywell International Inc.$8830.06%+321+9.0%
180ABBNYABB Ltd ADR$8410.06%HELD
181SHViShares Short Treasury Bond Fund$8340.06%550−6.8%
182JMSTJPMorgan Ultra-Short Municipal Income ETF$8240.05%HELD
183DEDeere & Company$8150.05%HELD
184CMCSAComcast Corporation Class A$8010.05%1,233−4.2%
185AMAntero Midstream Corp.$7980.05%HELD
186MOAltria Group Inc$7970.05%240−1.9%
187HO1Hologic, Inc.$7870.05%HELD
188SHOPShopify, Inc. Class A$7860.05%+264+4.2%
189EFAiShares MSCI EAFE ETF$7860.05%HELD
190VWOVanguard FTSE Emerging Markets ETF$7770.05%+4,035+39.0%
191SHELShell PLC ADR$7220.05%610−7.3%
192ACWIiShares MSCI ACWI ETF$7160.05%+3,575+223.4%
193VYMVanguard High Dividend Yield Index ETF$7060.05%+28+0.6%
194IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6970.05%208−1.5%
195VDEVanguard Energy ETF$6700.04%HELD
196CLColgate-Palmolive Company$6690.04%HELD
197DOVDover Corporation$6550.04%HELD
198JCIJohnson Controls International PLC$6490.04%44−0.9%
199AMPAmeriprise Financial$6480.04%+1,458NEW
200VUGVanguard Growth ETF$6370.04%+45+3.2%
201MCOMoody's Corporation$6340.04%+783+116.7%
202INODInnodata Inc Com New$6330.04%HELD
203FASTFastenal Company$6310.04%HELD
204ALLEAllegion PLC$6310.04%HELD
205CBChubb Limited$6070.04%HELD
206WECWEC Energy Group Inc$6030.04%+5,211NEW
207NXTNextracker Inc Class$5990.04%HELD
208IWFiShares Russell 1000 Growth ETF$5980.04%HELD
209KMBKimberly-Clark Corporation$5900.04%16−0.3%
210CEFSprott Physical Gold and Silver Trust$5750.04%HELD
211PNCPNC Financial Services Group, Inc.$5730.04%490−15.1%
212FTPAFranklin Pennsylvania Municipal Income ETF$5620.04%HELD
213CHDChurch & Dwight Co., Inc.$5460.04%300−4.9%
214BDXBecton, Dickinson and Company$5350.04%623−15.5%
215MARMarriott International, Inc. Class A$5290.04%160−9.0%
216FBNDFidelity Total (bond Etf)$5280.04%HELD
217LENLennar Corporation Class A$5200.03%HELD
218AVYAvery Dennison Corporation$5180.03%HELD
219TAT&T Inc.$5100.03%963−5.2%
220BACBank Of America Corp$5030.03%+2,288+28.5%
221EBCEastern Bankshares Inc$5030.03%1,076−4.0%
222VRTXVertex Pharmaceuticals Incorporated$4980.03%+370+49.6%
223CVSCVS Health Corporation$4890.03%+3,295+93.6%
224SBUXStarbucks Corporation$4830.03%HELD
225NTRSNorthern Trust Corporation$4780.03%69−2.0%
226AEMAgnico Eagle Mines LTD$4760.03%HELD
227AZOAutozone Inc$4730.03%+13+10.2%
228MPCMarathon Petroleum$4680.03%+1,916NEW
229HIGHartford Financial$4670.03%+221+6.8%
230NEOGNeogen Corporation$4550.03%118−0.2%
231WATWaters Corporation$4500.03%+532+54.3%
232IJJiShares S&P Mid-Cap 400 Value ETF$4440.03%547−14.0%
233TIPiShares TIPS Bond ETF$4430.03%+1,200+42.6%
234GSATGlobalstar Inc$4430.03%HELD
235TRMBTrimble Inc.$4350.03%HELD
236TRVTravelers Companies, Inc.$4230.03%75−4.9%
237BXBlackstone Group Inc. Class A$4190.03%+302+9.0%
238TXNTexas Instruments Incorporated$4150.03%HELD
239INFQInfleqtion Inc$4120.03%+42,000NEW
240STXSeagate Technology Holdings$4110.03%+48+4.8%
241TLTiShares 20 Year Treasury Bond ETF$4090.03%100−2.1%
242MCKMcKesson Corporation$4000.03%+107+30.1%
243PODDInsulet Corporation$3990.03%HELD
244CARRCarrier Global Corp.$3900.03%+50+0.7%
245STIPiShares 0-5 Year TIPS Bond ETF$3870.03%+1,050+38.9%
246DGDollar General Corporation$3830.03%+350+12.2%
247SYYSysco Corporation$3790.03%+35+0.7%
248IWCiShares Micro-Cap ETF$3720.02%HELD
249INTCIntel Corporation$3710.02%+495+6.3%
250WYWeyerhaeuser Company$3620.02%4,135−21.8%
251ICEIntercontinental Exchange, Inc.$3590.02%+115+5.3%
252ABNBAirbnb Inc Com CL A$3530.02%151−5.1%
253NYTNew York Times Company Class A$3520.02%HELD
254CPCanadian Pacific Kansas City$3500.02%HELD
255BKNGBooking Holdings Inc$3490.02%+35+72.9%
256JMUBJ P Morgan Exchange (traded FD Municipal Etf)$3480.02%HELD
257SDYSPDR S&P Dividend ETF$3450.02%HELD
258VGITVanguard Intermediate-Term Treasury ETF$3410.02%HELD
259NJRNew Jersey Res Corp$3410.02%HELD
260VFCV F Corp$3400.02%HELD
261DEODiageo PLC Sponsored ADR$3360.02%HELD
262UBERUber Technologies, Inc.$3330.02%+145+3.2%
263EQIXEquinix, Inc.$3330.02%+340NEW
264CPKChesapeake Utilities$3220.02%HELD
265CWBSPDR Bloomberg Barclays Convertible Securities ETF$3210.02%HELD
266VDCVanguard Consumer Staples ETF$3200.02%HELD
267USMViShares TR MSCI USA (min Vol)$3140.02%HELD
268GSGoldman Sachs Group, Inc.$3130.02%HELD
269XLUUtilities Select Sector SPDR ETF$3080.02%+6,705NEW
270WCNWaste Connections, Inc.$3070.02%HELD
271BNDVanguard Total Bond Market ETF$3050.02%+1,000+31.8%
272WSOWatsco Inc$3040.02%HELD
273VLTOVeralto Corp-W/I$2950.02%31−0.9%
274VCITVanguard Intermediate-Term Corporate Bond ETF$2850.02%HELD
275KEYSKeysight Technologies$2830.02%352−26.0%
276WMT2Wells Fargo & Company$2820.02%+125+3.7%
277VBVanguard Small-Cap ETF$2800.02%HELD
278XLEEnergy Select Sector SPDR Fund$2800.02%HELD
279H&R Block, Inc.$2730.02%HELD
280TRNOTerreno Realty Corp$2710.02%HELD
281MRNAModerna, Inc.$2700.02%+5,315NEW
282FTMUFranklin Municipal Income ETF$2690.02%HELD
283JHGJanus Henderson Group PLC$2570.02%HELD
284LHXL3Harris Technologies Inc$2560.02%136−15.5%
285RHHBYRoche Holding Ltd Sponsored ADR$2550.02%+5,122NEW
286SLBSchlumberger NV$2490.02%+4,845NEW
287SPSBSPDR Portfolio Short Term Corporate Bond ETF$2490.02%HELD
288AJGArthur J. Gallagher & Co.$2490.02%HELD
289AGGiShares Core U.S. Aggregate Bond ETF$2480.02%115−4.4%
290FLOTiShares Floating Rate Bond ETF$2470.02%1,185−19.6%
291USFDUS Foods Holding Corp$2430.02%295−10.1%
292LHLabcorp Holdings Inc$2410.02%+53+6.2%
293SMBVanEck Vectors Short Muni ETF$2400.02%HELD
294ALCAlcon, Inc.$2380.02%+8+0.3%
295JNKSPDR Bloomberg Barclays High Yield Bond ETF$2340.02%HELD
296OTISOtis Worldwide Corporation$2290.02%+25+0.8%
297FERGFerguson Enterprises$2280.02%HELD
298VTESThe Vanguard Short-Term Tax-Exempt Bond ETF$2280.02%HELD
299NXPINXP Semiconductors$2240.01%HELD
300FISVFiserv, Inc.$2220.01%1,200−23.2%
301SAICScience Applications International Corp.$2220.01%400−14.6%
302FTVFortive Corp.$2170.01%HELD
303IJSiShares S&P Small-Cap 600 Value ETF$2120.01%139−7.2%
304SUSAiShares MSCI USA ESG Select ETF$2110.01%HELD
305WTFCWintrust Financial Corporation$2080.01%HELD
306PGRProgressive Corporation$2050.01%HELD
307IWBiShares Russell 1000 ETF$2010.01%161−22.2%
308BROBrown & Brown Inc$2000.01%215−6.5%
309FTNYFranklin New York Municipal Income ETF$1930.01%13,510−35.3%
310VRAYQViewra, IncHELD
311SNDKSandisk Corp Com6,733EXITED
312STTState Street Corporation9,486EXITED
313INFQChurchill Capital Corp X42,000EXITED
314ROOTRoot Inc6,869EXITED
315CTSHCognizant Technology Solutions Corporation Class A3,120EXITED
316SSNCSS&C Technologies Holdings, Inc.2,840EXITED
317AMEAMETEK, Inc.1,085EXITED
318LAMRLamar Advertising Co CL A1,695EXITED
319ULUnilever PLC3,120EXITED
320QQQXNuveen Nasdaq 100 (dynamic Overwrite Fund)7,152EXITED
321CPRTCopart, Inc.5,200EXITED
322CEGConstellation Energy571EXITED
323TOTLSPDR DoubleLine Total Return Tactical ETF5,000EXITED

Source: SEC EDGAR · accession 0001039807-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.