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Institutional

Breakwater Investment Management

CIK 0002025925
$268.9M
Reported AUM
506
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Breakwater Investment Management · Q1 2026

AI · grounded in 13F

Breakwater Investment Management closed its position in XLK, reducing its exposure by $654,319. The fund significantly increased its holdings in EMHC by 1,489.22% and EBND by 756.37%. Additionally, the manager trimmed positions in BNDX by 19.51% and BND by 8.04%.

Portfolio · Q1 2026

VTI$37.7MSCHB$21.5MVXUS$17.7MBNDMSFTBNDXSPTMVEUVCRBSCCRVTVYMOther$124.4MBM

Top holdings· first 500 of 506

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$37.7M14.01%2,926−2.4%
2SCHBSCHWAB STRATEGIC TR$28.45-2.70%24.50%71.73%$21.5M8.01%13,837−1.6%
3VXUSVANGUARD STAR FDS$83.03-3.73%25.97%48.87%$17.7M6.59%5,783−2.5%
4BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$10.3M3.84%12,257−8.0%
5MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$9.2M3.44%296−1.2%
6BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%2.21%0.01%$9.2M3.43%46,565−19.5%
7SPTMSPDR SERIES TRUST$89.42-2.56%24.55%76.97%$7.3M2.73%+1,736+1.9%
8VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$7.1M2.63%+670+0.7%
9VCRBVANGUARD MALVERN FDS$76.64-0.40%5.79%10.22%$6.6M2.45%+792+0.9%
10SCCRSCHWAB STRATEGIC TR$25.38-0.43%5.96%4.89%$6.2M2.30%+41,320+20.7%
11VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%24.82%62.43%$5.9M2.19%163−0.4%
12VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$5.7M2.13%791−2.0%
13SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$5.6M2.09%+30+0.3%
14VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$5.6M2.09%1,511−1.4%
15IAGGISHARES TR$50.14-0.16%2.40%4.00%$5.4M1.99%+16,852+18.7%
16SCHFSCHWAB STRATEGIC TR$26.81-3.77%26.99%57.05%$5.3M1.95%3,791−1.8%
17VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$5.1M1.89%547−2.3%
18MGKVANGUARD WORLD FD$87.47-3.73%24.66%86.95%$4.5M1.66%114−0.9%
19SCHDSCHWAB STRATEGIC TR$32.30-0.89%26.40%50.98%$4.4M1.65%2,214−1.5%
20MGVVANGUARD WORLD FD$157.73-1.46%25.64%75.60%$4.4M1.63%871−2.8%
21AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$4.3M1.60%522−2.5%
22VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%3.78%9.28%$3.8M1.43%944−1.4%
23VYMIVANGUARD WHITEHALL FDS$98.05-1.98%27.56%80.17%$3.3M1.24%22−0.1%
24SCHZSCHWAB STRATEGIC TR$22.96-0.48%5.40%-1.43%$3.2M1.19%8,008−5.5%
25SCHOSCHWAB STRATEGIC TR$24.06-0.21%3.76%9.23%$2.8M1.04%1,988−1.7%
26SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$2.7M1.01%223−0.4%
27SPABSPDR SERIES TRUST$25.32-0.43%5.35%-1.39%$2.5M0.91%+29,789+45.0%
28GIISPDR INDEX SHS FDS$74.36-0.57%16.48%71.74%$2.3M0.87%108−0.4%
29SCHESCHWAB STRATEGIC TR$35.15-4.07%23.02%31.81%$2.1M0.78%7,631−10.7%
30VWOBVANGUARD WHITEHALL FDS$66.56-0.64%10.90%9.67%$2.0M0.73%169−0.6%
31SCHPSCHWAB STRATEGIC TR$26.47-0.45%$1.9M0.72%40−0.1%
32SCMBSCHWAB STRATEGIC TR$25.66-0.08%$1.9M0.70%+5,409+7.9%
33EMHCSPDR SERIES TRUST$25.16-0.63%$1.8M0.66%+67,253+1489.2%
34VNQVANGUARD INDEX FDS$96.790.72%$1.6M0.59%2,389−11.7%
35VGKVANGUARD INTL EQUITY INDEX F$87.13-1.98%$1.5M0.57%+181+1.0%
36EUHYISHARES INC$53.30-0.24%$1.5M0.54%1,761−5.9%
37VTIPVANGUARD MALVERN FDS$50.31-0.20%$1.4M0.54%510−1.7%
38VTEBVANGUARD MUN BD FDS$50.30-0.16%$1.4M0.51%+4,933+21.7%
39SCHXSCHWAB STRATEGIC TR$29.05-2.65%$1.4M0.51%2,262−4.0%
40VUGVANGUARD INDEX FDS$85.93-3.62%$1.4M0.51%137−4.2%
41SCHHSCHWAB STRATEGIC TR$23.680.89%$1.3M0.49%+1,963+3.3%
42VIGIVANGUARD WHITEHALL FDS$93.08-1.49%$1.3M0.49%HELD
43GLDSPDR GOLD TR$396.24-3.65%$1.3M0.48%HELD
44BBEUJ P MORGAN EXCHANGE TRADED F$76.40-1.99%$1.3M0.48%4,304−19.5%
45VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$1.3M0.47%1−0.0%
46STIPISHARES TR$102.28-0.23%$1.2M0.46%+7+0.1%
47VTVVANGUARD INDEX FDS$212.02-1.36%$1.2M0.46%+259+4.3%
48VGITVANGUARD SCOTTSDALE FDS$58.56-0.41%$1.2M0.45%HELD
49GOOGLALPHABET INC$368.53-0.98%$1.2M0.45%HELD
50MGCVANGUARD WORLD FD$270.54-2.86%$1.2M0.43%905−15.6%
51VNQIVANGUARD INTL EQUITY INDEX F$43.96-2.01%$1.1M0.41%+73+0.3%
52VVVANGUARD INDEX FDS$339.76-2.62%$980K0.36%HELD
53EBNDSPDR SERIES TRUST$20.58-1.29%$970K0.36%+41,487+756.4%
54VTCVANGUARD SCOTTSDALE FDS$76.26-0.54%$964K0.36%245−1.9%
55SPTSSPDR SERIES TRUST$28.93-0.14%$876K0.33%+2,985+11.0%
56VOTETCW ETF TRUST$86.80-2.75%$870K0.32%HELD
57PITVANECK ETF TRUST$71.85-2.30%$841K0.31%597−4.9%
58MUBISHARES TR$106.97-0.21%$647K0.24%2,183−26.4%
59BSVVANGUARD BD INDEX FDS$77.60-0.26%$523K0.19%HELD
60BIVVANGUARD BD INDEX FDS$76.05-0.51%$502K0.19%HELD
61JIVEJ P MORGAN EXCHANGE TRADED F$90.57-2.97%$491K0.18%+337+6.2%
62SPSBSPDR SERIES TRUST$29.90-0.20%$477K0.18%HELD
63AAXJISHARES TR$112.04-7.09%$458K0.17%HELD
64STPZPIMCO ETF TR$53.41-0.34%$441K0.16%60−0.7%
65SPEMSPDR INDEX SHS FDS$50.53-4.04%$432K0.16%+4,034+78.1%
66VGTVANGUARD WORLD FD$115.28-6.14%$417K0.15%HELD
67SPBOSPDR SERIES TRUST$28.82-0.55%$405K0.15%+1,634+13.3%
68AAPLAPPLE INC$307.34-1.25%$402K0.15%HELD
69IWMISHARES TR$281.65-3.55%$373K0.14%HELD
70GOOGALPHABET INC$365.76-0.95%$353K0.13%HELD
71WOODISHARES TR$66.60-1.17%$317K0.12%325−6.8%
72PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$305K0.11%8−0.4%
73EMBISHARES TR$95.40-0.73%$299K0.11%HELD
74IVVISHARES TR$740.91-2.62%$293K0.11%HELD
75DGRWWISDOMTREE TR$95.95-1.94%$278K0.10%HELD
76GSGISHARES S&P GSCI COMMODITY-$31.59-2.47%$273K0.10%HELD
77PRFINVESCO EXCHANGE TRADED FD T$53.03-1.89%$266K0.10%HELD
78WMTWALMART INC$118.880.97%$244K0.09%HELD
79FNDBSCHWAB STRATEGIC TR$30.03-1.61%$243K0.09%HELD
80XOMEXXON MOBIL CORP$149.92-1.39%$241K0.09%39−2.7%
81IOOISHARES TR$138.58-2.98%$241K0.09%HELD
82DVYISHARES TR$155.400.32%$234K0.09%HELD
83VISVANGUARD WORLD FD$340.04-1.50%$228K0.08%HELD
84PRIVSSGA ACTIVE TR$25.02-0.37%$223K0.08%+8,318+1612.0%
85SPYMSPDR SERIES TRUST$86.81-2.58%$221K0.08%HELD
86HYBLSSGA ACTIVE TR$27.91-0.16%$217K0.08%+7,095+1020.9%
87MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$215K0.08%31−8.2%
88ISRGINTUITIVE SURGICAL INC$422.060.77%$208K0.08%+1+0.2%
89VPLVANGUARD INTL EQUITY INDEX F$109.51-6.10%$205K0.08%HELD
90NVDANVIDIA CORPORATION$205.10-6.20%$205K0.08%81−6.5%
91ALLWSSGA ACTIVE TR$29.30-2.43%$202K0.08%+5,729+444.1%
92VBVANGUARD INDEX FDS$288.20-2.44%$199K0.07%HELD
93EEMISHARES TR$64.59-6.53%$193K0.07%+120+3.7%
94SCHCSCHWAB STRATEGIC TR$48.61-3.23%$191K0.07%+3,380+472.7%
95RLYSSGA ACTIVE ETF TR$35.95-2.18%$190K0.07%+4,647+748.3%
96GRMNGARMIN LTD$236.57-2.23%$184K0.07%+2+0.3%
97OMEROMEROS CORP$9.79-4.49%$180K0.07%HELD
98VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$178K0.07%113−5.0%
99TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$175K0.07%2−0.6%
100VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$170K0.06%508−19.1%
101XHBSPDR SERIES TRUST$170K0.06%HELD
102FNDFSCHWAB STRATEGIC TR$152K0.06%228−6.8%
103FNDXSCHWAB STRATEGIC TR$150K0.06%HELD
104EWYISHARES INC$142K0.05%+395+51.8%
105AGGYWISDOMTREE TR$142K0.05%HELD
106METAMETA PLATFORMS INC$135K0.05%199−45.7%
107SBUXSTARBUCKS CORP$134K0.05%+75+5.3%
108VOOVANGUARD INDEX FDS$131K0.05%HELD
109IAUISHARES GOLD TR$130K0.05%HELD
110FLRFLUOR CORP$126K0.05%HELD
111QQQINVESCO QQQ TR$120K0.04%HELD
112HLTHILTON WORLDWIDE HLDGS INC$120K0.04%HELD
113BACBANK AMERICA CORP$117K0.04%39−1.6%
114AMPAMERIPRISE FINL INC$116K0.04%HELD
115VOVANGUARD INDEX FDS$114K0.04%6−1.5%
116REETISHARES TR$105K0.04%693−14.2%
117EFAISHARES TR$103K0.04%HELD
118AGGISHARES TR$103K0.04%HELD
119VIOOVANGUARD ADMIRAL FDS INC$99K0.04%+785+1032.9%
120SCHRSCHWAB STRATEGIC TR$98K0.04%HELD
121IXJISHARES TR$97K0.04%442−29.9%
122SPTBSPDR SERIES TRUST$96K0.04%HELD
123CVXCHEVRON CORPORATION$95K0.04%+6+1.3%
124SCYBSCHWAB STRATEGIC TR$91K0.03%HELD
125MAMASTERCARD INCORPORATED$89K0.03%HELD
126FNDESCHWAB STRATEGIC TR$86K0.03%HELD
127VTECVANGUARD CALIF TAX FREE FDS$84K0.03%66−7.2%
128TJXTJX COS INC NEW$84K0.03%HELD
129HDHOME DEPOT INC$82K0.03%HELD
130LOWLOWES COS INC$82K0.03%10−2.8%
131ROKROCKWELL AUTOMATION INC$81K0.03%HELD
132ACWXISHARES TR$79K0.03%HELD
133SCHMSCHWAB STRATEGIC TR$79K0.03%HELD
134IXUSISHARES TR$79K0.03%HELD
135ICEINTERCONTINENTAL EXCHANGE IN$76K0.03%HELD
136ARTYISHARES TR$74K0.03%HELD
137BWXSPDR SERIES TRUST$74K0.03%875−20.6%
138TIPISHARES TR$72K0.03%HELD
139SMHVANECK ETF TRUST$71K0.03%HELD
140VBRVANGUARD INDEX FDS$70K0.03%HELD
141BABOEING CO$70K0.03%HELD
142ADBEADOBE INC$69K0.03%+1+0.4%
143CSCOCISCO SYS INC$68K0.03%616−41.2%
144COSTCOSTCO WHOLESALE CORPORATION$68K0.03%15−18.1%
145EWTISHARES INC$66K0.02%HELD
146SHYISHARES TR$65K0.02%HELD
147ITOTISHARES TR$63K0.02%HELD
148ECLECOLAB INC$62K0.02%+2+0.9%
149GOVTISHARES TR$61K0.02%+2,299+605.0%
150IJJISHARES TR$61K0.02%HELD
151IJHISHARES TR$60K0.02%HELD
152DHRDANAHER CORP DEL$58K0.02%35−10.2%
153XLVSELECT SECTOR SPDR TR$54K0.02%HELD
154EPPISHARES INC$53K0.02%HELD
155VBKVANGUARD INDEX FDS$53K0.02%HELD
156PGPROCTER & GAMBLE CO$53K0.02%6−1.6%
157AVGOBROADCOM INC$53K0.02%8−4.5%
158HONHONEYWELL INTL INC$52K0.02%HELD
159LMTLOCKHEED MARTIN CORP$51K0.02%16−15.8%
160JNJJOHNSON & JOHNSON$51K0.02%14−6.3%
161TFISPDR SERIES TRUST$48K0.02%HELD
162IEFAISHARES TR$47K0.02%HELD
163PCYINVESCO EXCH TRADED FD TR II$47K0.02%HELD
164ACNACCENTURE PLC IRELAND$47K0.02%1−0.4%
165SCHYSCHWAB STRATEGIC TR$46K0.02%HELD
166ORCLORACLE CORP$41K0.02%+7+2.6%
167EFVISHARES TR$39K0.01%HELD
168EWJISHARES INC$39K0.01%HELD
169IUSGISHARES TR$38K0.01%HELD
170SCHKSCHWAB STRATEGIC TR$37K0.01%HELD
171ARKWARK ETF TR$36K0.01%HELD
172EZUISHARES INC$36K0.01%HELD
173ICFISHARES TR$35K0.01%HELD
174PIOINVESCO EXCH TRADED FD TR II$34K0.01%HELD
175ITWILLINOIS TOOL WKS INC$33K0.01%HELD
176TURISHARES INC$32K0.01%HELD
177LLYELI LILLY & CO$32K0.01%HELD
178EWLISHARES INC$32K0.01%HELD
179ACWIISHARES TR$32K0.01%HELD
180IWVISHARES TR$31K0.01%HELD
181IWBISHARES TR$31K0.01%HELD
182EFGISHARES TR$31K0.01%HELD
183PHOINVESCO EXCHANGE TRADED FD T$28K0.01%HELD
184VMBSVANGUARD SCOTTSDALE FDS$28K0.01%HELD
185JPMJPMORGAN CHASE & CO$27K0.01%44−32.4%
186ARKKARK ETF TR$27K0.01%HELD
187MSMORGAN STANLEY$27K0.01%+128+376.5%
188VDCVANGUARD WORLD FD$26K0.01%HELD
189ESGVVANGUARD WORLD FD$26K0.01%HELD
190EPIWISDOMTREE TR$25K0.01%HELD
191VOEVANGUARD INDEX FDS$25K0.01%HELD
192ADMARCHER DANIELS MIDLAND CO$24K0.01%HELD
193PEPPEPSICO INC$24K0.01%+53+52.0%
194IXPISHARES TR$23K0.01%HELD
195DWMFWISDOMTREE TR$23K0.01%+17+2.6%
196MCDMCDONALDS CORP$21K0.01%2−2.9%
197BHPBHP BILLITON LIMITED$21K0.01%+125+78.1%
198VCRMVANGUARD MUN BD FDS$20K0.01%HELD
199ILFISHARES TR$20K0.01%HELD
200DTEDTE ENERGY CO$19K0.01%HELD
201IEIISHARES TR$18K0.01%HELD
202FXIISHARES TR$18K0.01%213−30.1%
203ABBVABBVIE INC$17K0.01%15−16.0%
204IJRISHARES TR$17K0.01%HELD
205IGEISHARES TR$16K0.01%HELD
206FDNFIRST TR EXCHANGE-TRADED FD$16K0.01%HELD
207BGBUNGE GLOBAL SA$16K0.01%+125NEW
208EWNISHARES INC$16K0.01%HELD
209RTXRTX CORPORATION$16K0.01%HELD
210CATCATERPILLAR INC$16K0.01%10−31.3%
211TXNTEXAS INSTRS INC$15K0.01%HELD
212VAWVANGUARD WORLD FD$15K0.01%HELD
213OEFISHARES TR$14K0.01%HELD
214WMT2WELLS FARGO & CO$14K0.01%HELD
215BPBP PLC$14K0.01%+300NEW
216ICLNISHARES TR$14K0.01%HELD
217QCOMQUALCOMM INC$13K0.00%+101+3366.7%
218INDYISHARES TR$13K0.00%HELD
219JPXNISHARES TR$13K0.00%HELD
220EWCISHARES INC$13K0.00%HELD
221EIRLISHARES TR$13K0.00%HELD
222BBJPJ P MORGAN EXCHANGE TRADED F$13K0.00%HELD
223NEENEXTERA ENERGY INC$13K0.00%HELD
224SCHASCHWAB STRATEGIC TR$12K0.00%HELD
225EXPEEXPEDIA GROUP INC$12K0.00%+48+2400.0%
226RWXSPDR INDEX SHS FDS$11K0.00%48−10.1%
227MBBISHARES TR$11K0.00%HELD
228INDAISHARES TR$11K0.00%HELD
229ETNEATON CORP PLC$11K0.00%+26+650.0%
230IBBISHARES TR$11K0.00%HELD
231PBWINVESCO EXCHANGE TRADED FD T$10K0.00%HELD
232SCHJSCHWAB STRATEGIC TR$10K0.00%HELD
233IEMGISHARES INC$10K0.00%88−38.3%
234IBITISHARES BITCOIN TRUST ETF$10K0.00%HELD
235SPTISPDR SERIES TRUST$10K0.00%HELD
236BBCAJ P MORGAN EXCHANGE TRADED F$10K0.00%HELD
237DISDISNEY WALT CO$9K0.00%+28+41.2%
238SHELSHELL PLC$9K0.00%HELD
239DTMDT MIDSTREAM INC$9K0.00%HELD
240SPYGSPDR SERIES TRUST$9K0.00%HELD
241BKNGBOOKING HOLDINGS INC$8K0.00%HELD
242EWDISHARES INC$8K0.00%HELD
243VLTOVERALTO CORP$8K0.00%20−17.7%
244ENBENBRIDGE INC$8K0.00%+150NEW
245IWSISHARES TR$8K0.00%HELD
246IXCISHARES TR$8K0.00%HELD
247DWXSPDR INDEX SHS FDS$8K0.00%HELD
248IBNDSPDR SERIES TRUST$8K0.00%HELD
249DFIVDIMENSIONAL ETF TRUST$8K0.00%HELD
250SCHGSCHWAB STRATEGIC TR$7K0.00%HELD
251RIVNRIVIAN AUTOMOTIVE INC$7K0.00%HELD
252CRMSALESFORCE INC$7K0.00%+30+500.0%
253IWOISHARES TR$6K0.00%+20NEW
254MDLZMONDELEZ INTL INC$6K0.00%7−6.3%
255PFEPFIZER INC$6K0.00%HELD
256KOCOCA COLA CO$6K0.00%8−9.2%
257LINLINDE PLC$6K0.00%HELD
258FFORD MTR CO$6K0.00%HELD
259IWNISHARES TR$6K0.00%HELD
260WORWORTHINGTON ENTERPRISES INC$6K0.00%HELD
261RSPINVESCO EXCHANGE TRADED FD T$6K0.00%HELD
262BBAXJ P MORGAN EXCHANGE TRADED F$5K0.00%HELD
263SPMDSPDR SERIES TRUST$5K0.00%HELD
264WYWEYERHAEUSER CO$5K0.00%HELD
265DOWDOW HLDGS INC$5K0.00%+125NEW
266GWXSPDR INDEX SHS FDS$5K0.00%HELD
267EZAISHARES INC$5K0.00%HELD
268USRTISHARES TR$5K0.00%HELD
269ALKALASKA AIR GROUP INC$5K0.00%HELD
270SOLSSOLSTICE ADVANCED MATLS INC$4K0.00%HELD
271SPSMSPDR SERIES TRUST$4K0.00%HELD
272TSLATESLA INC$4K0.00%HELD
273XLRESELECT SECTOR SPDR TR$3K0.00%HELD
274SUSLISHARES TR$3K0.00%+29NEW
275WSWORTHINGTON STL INC$3K0.00%HELD
276GEMGOLDMAN SACHS ETF TR$3K0.00%HELD
277VVISA INC$3K0.00%49−83.1%
278EWIISHARES INC$3K0.00%HELD
279TRVTRAVELERS COMPANIES INC$3K0.00%HELD
280VZVERIZON COMMUNICATIONS INC$3K0.00%2−3.8%
281WCNWASTE CONNECTIONS INC$2K0.00%+3+25.0%
282PGRPROGRESSIVE CORP$2K0.00%+4+50.0%
283CMCSACOMCAST CORP NEW$2K0.00%206−71.8%
284NFLXNETFLIX INC.$2K0.00%+24NEW
285UNHUNITEDHEALTH GROUP INC$2K0.00%2−20.0%
286EWSISHARES INC$2K0.00%HELD
287NSCNORFOLK SOUTHN CORP$2K0.00%HELD
288CCITIGROUP INC$2K0.00%HELD
289WDCWESTERN DIGITAL CORP$2K0.00%HELD
290DEODIAGEO PLC$2K0.00%+25NEW
291AXPAMERICAN EXPRESS CO$2K0.00%+1+20.0%
292FORMFORMFACTOR INC$2K0.00%HELD
293BSXBOSTON SCIENTIFIC CORP$2K0.00%HELD
294SPYVSPDR SERIES TRUST$1K0.00%HELD
295FIXCOMFORT SYS USA INC$1K0.00%HELD
296MUMICRON TECHNOLOGY INC$1K0.00%HELD
297UCTTULTRA CLEAN HLDGS INC$1K0.00%HELD
298CBCHUBB LTD SWITZ$1K0.00%10−71.4%
299RVMDREVOLUTION MEDICINES INC$1K0.00%HELD
300GLWCORNING INC$1K0.00%HELD
301TERTERADYNE INC$1K0.00%HELD
302STXSEAGATE TECHNOLOGY HLDNGS PL$1K0.00%HELD
303GEGE AEROSPACE$1K0.00%HELD
304DOCNDIGITALOCEAN HLDGS INC$1K0.00%HELD
305SHVISHARES TR$1K0.00%HELD
306MPWRMONOLITHIC PWR SYS INC$1K0.00%HELD
307MRKMERCK & CO INC$1K0.00%100−91.7%
308CMICUMMINS INC$1K0.00%HELD
309LRCXLAM RESEARCH CORP$1K0.00%HELD
310INTCINTEL CORP$1K0.00%HELD
311DUKDUKE ENERGY CORP NEW$1K0.00%+8NEW
312ONTOONTO INNOVATION INC$1K0.00%HELD
313PMPHILIP MORRIS INTL INC$9930.00%+6NEW
314SYKSTRYKER CORPORATION$9860.00%+3NEW
315EQIXEQUINIX INC$9810.00%+1NEW
316IBMINTERNATIONAL BUSINESS MACHS$9700.00%HELD
317FTITECHNIPFMC PLC$9680.00%HELD
318BLKBLACKROCK INC$9620.00%+1NEW
319TET1 ENERGY INC$9530.00%HELD
320PHPARKER-HANNIFIN CORP$8960.00%HELD
321GHYBGOLDMAN SACHS ETF TR$8920.00%HELD
322GEVGE VERNOVA INC$8730.00%HELD
323MSIMOTOROLA SOLUTIONS INC$8680.00%+1+100.0%
324ROSTROSS STORES INC$8670.00%HELD
325MCKMCKESSON CORP$8660.00%HELD
326NEMNEWMONT CORP$8660.00%HELD
327GSGOLDMAN SACHS GROUP INC$8460.00%HELD
328ASTSAST SPACEMOBILE INC$8290.00%HELD
329SATSECHOSTAR CORP$8200.00%HELD
330INSMINSMED INC$8180.00%HELD
331REGNREGENERON PHARMACEUTICALS$7730.00%HELD
332DVNDEVON ENERGY CORP NEW$7550.00%HELD
333VLOVALERO ENERGY CORP$7420.00%3−50.0%
334SABRSABRE CORP$7410.00%+511NEW
335CTRACOTERRA ENERGY INC$7380.00%HELD
336FTAIFTAI AVIATION LTD$7350.00%HELD
337XLUSELECT SECTOR SPDR TR$7350.00%HELD
338BIIBBIOGEN INC$7340.00%HELD
339PSXPHILLIPS 66$7290.00%HELD
340TGTTARGET CORP$7280.00%HELD
341EOGEOG RES INC$7230.00%HELD
342WBDWARNER BROS DISCOVERY INC$7140.00%HELD
343FDXFEDEX CORP$7130.00%HELD
344AMGNAMGEN INC$7040.00%HELD
345ROIVROIVANT SCIENCES LTD$6930.00%HELD
346GDGENERAL DYNAMICS CORP$6870.00%HELD
347VECOVEECO INSTRS INC DEL$6780.00%HELD
348GMGENERAL MTRS CO$6710.00%HELD
349CTVACORTEVA INC$6700.00%HELD
350BMYBRISTOL-MYERS SQUIBB CO$6680.00%HELD
351PLDPROLOGIS INC.$6610.00%HELD
352COPCONOCOPHILLIPS$6600.00%HELD
353AEPAMERICAN ELEC PWR CO INC$6560.00%HELD
354MARMARRIOTT INTL INC NEW$6550.00%HELD
355VTRVENTAS INC$6550.00%HELD
356WDSWOODSIDE ENERGY GROUP LTD$6450.00%+27NEW
357AMEAMETEK INC$6440.00%HELD
358KRMNKARMAN HLDGS INC$6410.00%HELD
359ADIANALOG DEVICES INC$6370.00%HELD
360PCGPG&E CORP$6330.00%HELD
361APHAMPHENOL CORP$6320.00%HELD
362TMUST-MOBILE US INC$6310.00%+3NEW
363DIVGLOBAL X FDS$6240.00%HELD
364NETCLOUDFLARE INC$6200.00%+3NEW
365EAELECTRONIC ARTS INC$6120.00%HELD
366TAT&T INC$6090.00%HELD
367ATROASTRONICS CORP$6010.00%HELD
368STZCONSTELLATION BRANDS INC$6000.00%15−78.9%
369DALDELTA AIR LINES INC$5990.00%HELD
370GWREGUIDEWIRE SOFTWARE INC$5990.00%+4NEW
371DKSDICKS SPORTING GOODS INC$5950.00%+3NEW
372WELLWELLTOWER INC$5940.00%HELD
373BKBANK NEW YORK MELLON CORP$5940.00%HELD
374NVTNVENT ELEC PLC$5920.00%HELD
375CMECME GROUP INC$5910.00%HELD
376UPSUNITED PARCEL SVCS INC$5910.00%HELD
377MLMMARTIN MARIETTA MATLS INC$5890.00%HELD
378ODFLOLD DOMINION FREIGHT LINE IN$5870.00%HELD
379SRESEMPRA$5840.00%HELD
380IFFINTERNATIONAL FLAVORS&FRAGRA$5810.00%HELD
381MNSTMONSTER BEVERAGE CORP NEW$5800.00%HELD
382SOSOUTHERN CO$5800.00%+6NEW
383CVSCVS HEALTH CORP$5750.00%HELD
384HLIHOULIHAN LOKEY INC$5750.00%+4NEW
385USBUS BANCORP$5730.00%HELD
386PRIMPRIMORIS SVCS CORP$5730.00%HELD
387FTNTFORTINET INC$5730.00%+7NEW
388PCORPROCORE TECHNOLOGIES INC$5700.00%+10NEW
389LNGCHENIERE ENERGY INC$5680.00%+2NEW
390DEDEERE & CO$5640.00%HELD
391CBOECBOE GLOBAL MKTS INC$5630.00%HELD
392CNPCENTERPOINT ENERGY INC$5620.00%HELD
393IDXXIDEXX LABS INC$5620.00%HELD
394SPGSIMON PPTY GROUP INC NEW$5600.00%HELD
395CHDCHURCH & DWIGHT CO INC$5600.00%HELD
396WUWESTERN UN CO$5590.00%HELD
397CEGCONSTELLATION ENERGY CORP$5590.00%+2NEW
398XELXCEL ENERGY INC$5570.00%HELD
399CDNSCADENCE DESIGN SYSTEM INC$5560.00%HELD
400ATOATMOS ENERGY CORP$5550.00%HELD
401QUREQUANTA SVCS INC$5500.00%HELD
402AFLAFLAC INC$5490.00%HELD
403COLBCOLUMBIA BKG SYS INC$5490.00%HELD
404EBAYEBAY INC.$5470.00%HELD
405PSAPUBLIC STORAGE OPER CO$5420.00%HELD
406CBRECBRE GROUP INC$5420.00%+1+33.3%
407DLRDIGITAL RLTY TR INC$5410.00%+3NEW
408KVUEKENVUE INC$5350.00%HELD
409PPGPPG INDS INC$5350.00%HELD
410CXMSPRINKLR INC$5280.00%+88NEW
411MOALTRIA GROUP INC$5280.00%+8NEW
412VEEVVEEVA SYS INC$5270.00%+3NEW
413CRHCRH PLC$5260.00%HELD
414EMREMERSON ELEC CO$5250.00%+4NEW
415COINCOINBASE GLOBAL INC$5240.00%+3NEW
416JCIJOHNSON CONTROLS INTERNATION$5240.00%HELD
417NOWSERVICENOW INC$5230.00%+5NEW
418DOCUDOCUSIGN INC$5220.00%+11NEW
419TRMBTRIMBLE INC$5220.00%+8NEW
420MRSHMARSH & MCLENNAN COS INC$5210.00%3−50.0%
421MDTMEDTRONIC PLC$5200.00%+1+20.0%
422CLXCLOROX CO DEL$5190.00%+5NEW
423MCBSMETROCITY BANKSHARES INC$5170.00%+18NEW
424CLCOLGATE PALMOLIVE CO$5120.00%HELD
425APAMARTISAN PARTNERS ASSET MGMT$5100.00%+14NEW
426FLUTFLUTTER ENTMT PLC$5100.00%+5NEW
427NUENUCOR CORP$5080.00%HELD
428MORNMORNINGSTAR INC$5080.00%+1+50.0%
429CTASCINTAS CORP$5080.00%+3NEW
430STTSTATE STR CORP$5070.00%HELD
431HOGHARLEY DAVIDSON INC$5060.00%+25NEW
432PSKYPARAMOUNT SKYDANCE CORP$5060.00%HELD
433TFCTRUIST FINL CORP$5060.00%+11NEW
434DXCMDEXCOM INC$5030.00%HELD
435COOCOOPER COS INC$5010.00%HELD
436PRIPRIMERICA INC$5010.00%+2NEW
437KDPKEURIG DR PEPPER INC$5010.00%HELD
438GEHCGE HEALTHCARE TECHNOLOGIES I$4990.00%+7NEW
439BOXBOX INC$4970.00%+5+31.3%
440METMETLIFE INC$4960.00%+7NEW
441KTOSKRATOS DEFENSE & SEC SOLUTIO$4940.00%HELD
442ANETARISTA NETWORKS INC$4920.00%+4NEW
443CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4910.00%5−38.5%
444AVBAVALONBAY CMNTYS INC$4910.00%HELD
445FRSHFRESHWORKS INC$4900.00%+61NEW
446AGOASSURED GUARANTY LTD$4890.00%+6NEW
447HUBSHUBSPOT INC$4890.00%+2NEW
448BRBROADRIDGE FINL SOLUTIONS IN$4880.00%+1+50.0%
449UNPUNION PAC CORP$4860.00%HELD
450EHCENCOMPASS HEALTH CORP$4840.00%+5NEW
451HCKTHACKETT GROUP INC$4820.00%+37NEW
452CMGCHIPOTLE MEXICAN GRILL INC$4810.00%HELD
453DLBDOLBY LABORATORIES INC$4810.00%+1+14.3%
454EWEDWARDS LIFESCIENCES CORP$4810.00%HELD
455ADSKAUTODESK INC$4790.00%HELD
456AATAMERICAN ASSETS TR INC$4790.00%+26NEW
457XYLXYLEM INC$4780.00%HELD
458ITGARTNER INC$4760.00%+1+50.0%
459NKENIKE INC$4760.00%+1+12.5%
460ALRMALARM COM HLDGS INC$4760.00%+11NEW
461HCAHCA HEALTHCARE INC$4740.00%HELD
462DDOGDATADOG INC$4730.00%+4NEW
463SSNCSS&C TECH HLDGS$4730.00%+7NEW
464QTWOQ2 HLDGS INC$4730.00%+10NEW
465PHMPULTE GROUP INC$4710.00%HELD
466YUMYUM BRANDS INC$4670.00%+3NEW
467OTISOTIS WORLDWIDE CORP$4630.00%+6NEW
468PAYXPAYCHEX INC$4610.00%+1+25.0%
469WMWASTE MGMT INC DEL$4600.00%+2NEW
470KMPRKEMPER CORP$4590.00%+15NEW
471BROBROWN & BROWN INC$4570.00%+7NEW
472DBXDROPBOX INC$4550.00%+3+17.6%
473TTDTHE TRADE DESK INC$4540.00%+20NEW
474GENGEN DIGITAL INC$4520.00%+24NEW
475TROWPRICE T ROWE GROUP INC$4510.00%+5NEW
476DASHDOORDASH INC$4510.00%+3NEW
477INGRINGREDION INC$4510.00%HELD
478PDPAGERDUTY INC$4480.00%+72NEW
479VRTXVERTEX PHARMACEUTICALS INC$4470.00%HELD
480QLYSQUALYS INC$4400.00%+5NEW
481RSGREPUBLIC SVCS INC$4390.00%+2NEW
482RJFRAYMOND JAMES FINL INC$4350.00%+3NEW
483NAVINAVIENT CORPORATION$4340.00%+53NEW
484AJGGALLAGHER ARTHUR J & CO$4340.00%6−75.0%
485SPGIS&P GLOBAL INC$4260.00%HELD
486ZSZSCALER INC$4210.00%+3NEW
487TTTRANE TECHNOLOGIES PLC$4170.00%+1NEW
488ALLALLSTATE CORP$4150.00%HELD
489SPTSPROUT SOCIAL INC$4050.00%+71NEW
490APPAPPLOVIN CORP$3980.00%HELD
491SNPSSYNOPSYS INC$3970.00%HELD
492GDRXGOODRX HLDGS INC$3960.00%+202NEW
493TTWOTAKE-TWO INTERACTIVE SOFTWAR$3950.00%HELD
494FOURSHIFT4 PMTS INC$3940.00%+9NEW
495CRWDCROWDSTRIKE HLDGS INC$3910.00%+1NEW
496CORPPIMCO ETF TR$3880.00%HELD
497ROPROPER TECHNOLOGIES INC$3540.00%HELD
498LENLENNAR CORP$3480.00%HELD
499VSNTVERSANT MEDIA GROUP INC$3340.00%+9NEW
500SHWSHERWIN WILLIAMS CO$3210.00%+1NEW

Source: SEC EDGAR · accession 0002025925-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.