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Institutional

Bruce G. Allen Investments, LLC

CIK 0002005409
$152.9M
Reported AUM
1,084
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Bruce G. Allen Investments, LLC · Q1 2026

AI · grounded in 13F

Bruce G. Allen Investments, LLC reduced its position in PHYS by 14.54%. The fund also trimmed holdings in BAC by 10.56% and MSFT by 4.57%. On the buy side, the fund accumulated shares of SCHD by 3.38% and VTV by 2.95%. Additionally, the fund closed positions in AZNN and TGNA.

Portfolio · Q1 2026

EFV$23.7MVTV$17.2MSCHD$13.0MFNDF$10.9MFNDX$9.8MVOEDJPPHYSOther$56.2MBL

Top holdings· first 500 of 1084

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1EFVISHARES MSCI EAFE VALUE ETF$76.90-1.91%25.29%81.64%$23.7M15.50%6,164−1.9%
2VTVVANGUARD VALUE ETF$212.02-1.36%25.17%71.24%$17.2M11.27%+2,520+3.0%
3SCHDSCHWAB US DIVIDEND EQUITY ETF$32.30-0.89%26.40%50.98%$13.0M8.50%+13,846+3.4%
4FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$52.60-3.82%37.99%88.41%$10.9M7.15%6,688−2.9%
5FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$30.74-1.66%30.40%83.97%$9.8M6.39%556−0.2%
6VOEVANGUARD MID-CAP VALUE ETF$195.39-0.90%22.75%53.99%$5.1M3.33%607−2.1%
7DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$47.15-2.86%37.22%69.36%$4.7M3.09%5,226−5.1%
8PHYSSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR$32.54-3.76%28.72%126.60%$4.0M2.62%19,239−14.5%
9AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$2.1M1.35%124−1.5%
10VONVVANGUARD RUSSELL 1000 VALUE ETF$103.72-1.88%26.28%63.20%$1.9M1.23%HELD
11IWDISHARES RUSSELL 1000 VALUE ETF$236.42-1.91%26.12%62.18%$1.6M1.02%79−1.1%
12SPYSTATE STREET SPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$1.5M1.01%HELD
13RAFEPIMCO RAFI ESG U.S. ETF$46.85-1.84%29.07%66.40%$1.5M1.00%1,326−3.5%
14VBRVANGUARD SMALL CAP VALUE ETF$234.32-1.10%24.65%51.77%$1.3M0.87%+235+4.0%
15GEGE AEROSPACE COM NEW$328.000.11%28.99%419.83%$1.2M0.78%+9+0.2%
16IJSISHARES S&P SMALL-CAP 600 VALUE ETF$130.17-1.74%35.44%39.52%$1.1M0.69%+11+0.1%
17DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND$85.01-1.89%19.87%36.87%$1.0M0.68%810−6.0%
18NBBNUVEEN TAXABLE MUNICPAL INM FD COM$15.67-0.63%7.98%-5.15%$925K0.61%+1,224+2.1%
19XOMEXXON MOBIL CORP COM$149.92-1.39%48.36%212.97%$920K0.60%309−5.4%
20PGPROCTER & GAMBLE CO COM$146.544.09%-8.09%17.02%$816K0.53%+85+1.5%
21JNJJOHNSON & JOHNSON COM$232.772.02%53.90%55.59%$761K0.50%52−1.6%
22GEVGE VERNOVA INC COM$933.61-3.09%92.92%509.64%$754K0.49%+3+0.3%
23SHELSHELL PLC SPON ADS$85.40-1.53%30.38%153.69%$742K0.49%+69+0.9%
24VZVERIZON COMMUNICATIONS INC COM$45.371.11%10.56%10.94%$737K0.48%+484+3.4%
25TAT&T INC COM$22.75-0.09%-15.45%46.77%$692K0.45%+1,456+6.5%
26FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF$35.75-2.03%28.34%44.43%$676K0.44%+119+0.6%
27GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$658K0.43%64−2.7%
28JPMJPMORGAN CHASE & CO COM$312.370.48%19.84%133.52%$648K0.42%73−3.2%
29CMICUMMINS INC COM$651.22-3.96%102.61%215.44%$584K0.38%80−6.9%
30BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$570K0.37%+4+0.3%
31BCIABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF$23.90-2.37%$563K0.37%6,427−21.7%
32UCIBETRACS CMCI TOTAL RETURN ETN SERIES B$33.67-3.02%$545K0.36%HELD
33CVXCHEVRON CORPORATION COM$187.31-0.55%$536K0.35%215−7.7%
34BKBANK NEW YORK MELLON CORP COM$142.39-1.13%$526K0.34%144−3.1%
35MSFTMICROSOFT CORP COM$416.67-2.66%$510K0.33%66−4.6%
36KOCOCA COLA CO COM$79.483.46%$508K0.33%+568+9.3%
37ABBVABBVIE INC COM$227.231.02%$500K0.33%131−5.4%
38BIVVANGUARD INTERMEDIATE-TERM BOND ETF$76.05-0.51%$491K0.32%+43+0.7%
39CLCOLGATE PALMOLIVE CO COM$88.584.09%$491K0.32%+198+3.6%
40METAMETA PLATFORMS INC CL A$593.00-5.51%$489K0.32%+77+9.9%
41XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF$57.67-1.84%$488K0.32%320−3.9%
42MRKMERCK & CO INC COM$120.790.44%$467K0.31%272−6.5%
43BACBANK OF AMER CORP COM$53.83-0.63%$429K0.28%1,040−10.6%
44UNPUNION PAC CORP COM$272.323.19%$389K0.25%30−1.8%
45HDHOME DEPOT INC COM$310.780.27%$387K0.25%+7+0.6%
46WMT2WELLS FARGO & CO COM$385K0.25%+171+3.7%
47WMTWALMART INC COM$118.880.97%$354K0.23%193−6.4%
48IWRISHARES RUSSELL MIDCAP ETF$106.21-2.12%$343K0.22%+9+0.3%
49NEENEXTERA ENERGY INC COM$85.840.19%$342K0.22%+8+0.2%
50GLDSPDR GOLD SHARES$396.24-3.65%$330K0.22%113−12.8%
51TTETOTALENERGIES SE ACT$88.71-1.62%$328K0.21%483−11.8%
52MCDMCDONALDS CORP COM$279.842.61%$315K0.21%21−2.0%
53VIGVANGUARD DIVIDEND APPRECIATION ETF$233.28-1.37%$307K0.20%+3+0.2%
54GSKGSK PLC SPONSORED ADR$51.520.49%$306K0.20%204−3.5%
55NVSNOVARTIS AG SPONSORED ADR$149.160.51%$301K0.20%+17+0.9%
56SNYSANOFI SA SPONSORED ADR$45.021.44%$292K0.19%+350+6.1%
57MUMICRON TECHNOLOGY INC COM$864.01-13.25%$280K0.18%46−5.3%
58AVGOBROADCOM INC COM$385.73-7.92%$280K0.18%42−4.4%
59SCHYSCHWAB INTERNATIONAL DIVIDEND EQUITY ETF$31.83-1.09%$280K0.18%2,293−20.6%
60INGING GROEP N.V. SPONSORED ADR$29.67-3.20%$274K0.18%403−3.7%
61VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF$111.71-1.72%$274K0.18%+395+17.2%
62PEPPEPSICO INC COM$141.92-0.16%$266K0.17%96−5.3%
63CSCOCISCO SYS INC COM$121.64-6.43%$264K0.17%532−13.5%
64HSYHERSHEY CO COM$184.581.02%$263K0.17%58−4.4%
65CGDVCAPITAL GROUP DIVIDEND VALUE ETF$47.88-2.35%$261K0.17%1,121−15.4%
66PMPHILIP MORRIS INTL INC COM$178.291.89%$256K0.17%115−6.9%
67MSMORGAN STANLEY COM NEW$211.93-2.90%$245K0.16%+58+4.0%
68ETNEATON CORP PLC SHS$395.94-5.42%$239K0.16%+8+1.2%
69ABTABBOTT LABORATORIES COM$91.070.32%$238K0.16%+177+8.3%
70AMGNAMGEN INC COM$349.581.15%$236K0.15%80−10.6%
71SGOVISHARES 0-3 MONTH TREASURY BOND ETF$100.450.03%$236K0.15%+1,462+165.0%
72UNHUNITEDHEALTH GROUP INC COM$399.470.76%$224K0.15%+100+13.7%
73TJXTJX COS INC NEW COM$160.711.31%$223K0.15%+128+10.1%
74USBUS BANCORP COM NEW$55.690.41%$222K0.15%+962+29.1%
75LINLINDE PLC SHS$507.900.09%$210K0.14%36−7.8%
76MDTMEDTRONIC PLC SHS$81.67-0.32%$210K0.14%+444+22.5%
77RTXRTX CORPORATION COM$180.990.88%$206K0.13%61−5.4%
78BLKBLACKROCK INC COM$995.60-2.64%$204K0.13%16−7.0%
79DEODIAGEO PLC SPON ADR NEW$80.431.89%$188K0.12%+678+36.8%
80SLFSUN LIFE FINANCIAL INC. COM$73.721.04%$187K0.12%HELD
81UPSUNITED PARCEL SVCS INC CL B$108.54-1.52%$186K0.12%+148+8.5%
82NTRNUTRIEN LTD COM$67.20-2.61%$185K0.12%194−7.3%
83PNCPNC FINL SVCS GROUP INC COM$228.370.57%$183K0.12%+91+11.5%
84COPCONOCOPHILLIPS COM$117.14-1.75%$181K0.12%150−9.9%
85ULUNILEVER PLC SPON ADR NEW$56.723.03%$179K0.12%+158+5.3%
86GOOGALPHABET INC CAP STK CL C$365.76-0.95%$173K0.11%+43+7.7%
87CBCHUBB LTD SWITZ COM$326.273.74%$171K0.11%13−2.4%
88IBMINTERNATIONAL BUSINESS MACHS COM$284.84-5.61%$170K0.11%+175+33.2%
89TRVTRAVELERS COMPANIES INC COM$303.253.35%$169K0.11%37−6.0%
90DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF$40.74-5.83%$168K0.11%HELD
91SCHWSCHWAB CHARLES CORP COM$88.840.95%$168K0.11%205−10.3%
92SBUXSTARBUCKS CORP COM$95.291.22%$168K0.11%19−1.0%
93SMFGSUMITOMO MITSUI FIN GRP INC SPONSORED ADR$23.16-1.78%$167K0.11%516−5.8%
94VVISA INC COM CL A$323.571.06%$164K0.11%86−13.7%
95KGCKINROSS GOLD CORP COM$26.22-8.32%$164K0.11%+116+2.2%
96TGTTARGET CORP COM$122.57-1.03%$160K0.10%+207+18.6%
97TXNTEXAS INSTRS INC COM$285.06-6.65%$157K0.10%+144+21.6%
98RIORIO TINTO PLC SPONSORED ADR$100.69-4.47%$155K0.10%28−1.7%
99AMATAPPLIED MATLS INC COM$453.01-9.71%$154K0.10%12−2.6%
100RJFRAYMOND JAMES FINL INC COM$151.450.62%$154K0.10%10−0.9%
101APDAIR PRODUCTS AND CHEMICALS INC COM$153K0.10%+71+15.6%
102ICEINTERCONTINENTAL EXCHANGE INC COM$151K0.10%33−3.3%
103GSGOLDMAN SACHS GROUP INC COM$150K0.10%54−23.4%
104IAUISHARES GOLD TRUST$149K0.10%235−12.2%
105HONHONEYWELL INTL INC COM$147K0.10%3−0.5%
106ADIANALOG DEVICES INC COM$146K0.10%163−26.2%
107TFCTRUIST FINL CORP COM$146K0.10%313−9.0%
108PYPLPAYPAL HLDGS INC COM$146K0.10%+1,658+106.1%
109ZBHZIMMER BIOMET HOLDINGS INC COM$146K0.10%+490+43.8%
110COFCAPITAL ONE FINL CORP COM$144K0.09%+72+10.0%
111CMCSACOMCAST CORP NEW CL A$139K0.09%+760+18.6%
112IVOVVANGUARD S&P MID-CAP 400 VALUE ETF$139K0.09%+643+89.3%
113BTIBRITISH AMERN TOB PLC SPONSORED ADR$138K0.09%+1+0.0%
114GILDGILEAD SCIENCES INC COM$138K0.09%216−17.9%
115HMCHONDA MOTOR CO LTD ADR ECH CNV IN 3$136K0.09%+465+9.0%
116KVUEKENVUE INC COM$136K0.09%+1,325+20.1%
117PHPARKER-HANNIFIN CORP COM$136K0.09%15−9.0%
118BPBP PLC SPONSORED ADR$134K0.09%329−10.3%
119GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$134K0.09%+39+2.1%
120CTRACOTERRA ENERGY INC COM$132K0.09%+546+17.0%
121LLYELI LILLY & CO COM$132K0.09%6−4.0%
122CATCATERPILLAR INC COM$130K0.09%+18+10.8%
123NOCNORTHROP GRUMMAN CORP COM$130K0.09%54−22.0%
124INGRINGREDION INC COM$128K0.08%+154+15.7%
125AXPAMERICAN EXPRESS CO COM$126K0.08%21−4.8%
126LOWLOWES COS INC COM$125K0.08%120−18.5%
127DEDEERE & CO COM$124K0.08%23−9.4%
128CCITIGROUP INC COM NEW$124K0.08%302−21.6%
129COSTCOSTCO WHOLESALE CORPORATION COM$124K0.08%+15+13.8%
130IHEISHARES U.S. PHARMACEUTICALS ETF$123K0.08%+5+0.4%
131AZNASTRAZENECA PLC ORD$122K0.08%+620NEW
132DOCHEALTHPEAK PROPERTIES INC COM$121K0.08%+1,197+19.5%
133PPGPPG INDS INC COM$119K0.08%31−2.7%
134PGRPROGRESSIVE CORP COM$119K0.08%59−9.0%
135TMTOYOTA MOTOR CORP ADS$119K0.08%+56+10.8%
136RCLROYAL CARIBBEAN GROUP COM$118K0.08%+12+2.9%
137TMOTHERMO FISHER SCIENTIFIC INC COM$118K0.08%+1+0.4%
138HSBCHSBC HLDGS PLC SPON ADR NEW$116K0.08%455−24.4%
139ICLRICON PLC SHS$115K0.08%+563+118.3%
140APHAMPHENOL CORP CL A$114K0.07%56−5.8%
141DISDISNEY WALT CO COM$114K0.07%+278+30.7%
142SYKSTRYKER CORPORATION COM$113K0.07%+72+26.4%
143FLEXFLEXTRONICS INTL LTD ORD$113K0.07%305−15.0%
144MAMASTERCARD INCORPORATED CL A$113K0.07%10−4.2%
145EOGEOG RES INC COM$112K0.07%96−11.0%
146CMECME GROUP INC COM$112K0.07%+36+10.5%
147ADBEADOBE INC COM$110K0.07%+348+328.3%
148RYROYAL BK CDA COM$109K0.07%87−11.4%
149GLGLOBE LIFE INC COM$108K0.07%+122+18.6%
150DGDOLLAR GEN CORP COM$106K0.07%65−6.8%
151BMYBRISTOL-MYERS SQUIBB CO COM$105K0.07%+253+17.0%
152BAXBAXTER INTL INC COM$103K0.07%+1,697+38.1%
153SPGIS&P GLOBAL INC COM$102K0.07%18−7.0%
154CMSCMS ENERGY CORP COM$101K0.07%165−11.2%
155DHRDANAHER CORP DEL COM$101K0.07%23−4.1%
156GLWCORNING INC COM$101K0.07%22−2.9%
157NWGNATWEST GROUP PLC SPONS ADR$101K0.07%+291+4.5%
158UBSUBS GROUP AG SHS$101K0.07%66−2.5%
159DRIDARDEN RESTAURANTS INC COM$101K0.07%25−4.6%
160EQNREQUINOR ASA SPONSORED ADR$101K0.07%37−1.5%
161GDGENERAL DYNAMICS CORP COM$97K0.06%201−41.4%
162AEMAGNICO EAGLE MINES LTD COM$97K0.06%167−25.8%
163LYGLLOYDS BANKING GROUP PLC SPONSORED ADR$97K0.06%2,830−12.8%
164GPCGENUINE PARTS CO COM$97K0.06%+114+14.3%
165NGGNATIONAL GRID PLC SPONSORED ADR NE$96K0.06%2−0.2%
166WPCWP CAREY INC COM$96K0.06%26−1.8%
167ACNACCENTURE PLC IRELAND SHS CLASS A$95K0.06%186−28.0%
168SANBANCO SANTANDER SA ADR$94K0.06%2,007−19.4%
169HIIHUNTINGTON INGALLS INDS INC COM$93K0.06%2−0.8%
170AMTAMERICAN TOWER CORP COM$93K0.06%1−0.2%
171SONYSONY GROUP CORP SPONSORED ADR$91K0.06%+303+7.4%
172INTCINTEL CORP COM$90K0.06%+20+1.0%
173QCOMQUALCOMM INC COM$90K0.06%+177+34.0%
174CVSCVS HEALTH CORP COM$88K0.06%91−6.9%
175AGNCAGNC INVT CORP COM$87K0.06%+1,482+20.6%
176MSIMOTOROLA SOLUTIONS INC COM NEW$87K0.06%9−4.3%
177MDLZMONDELEZ INTL INC CL A$87K0.06%725−32.5%
178ISMFISHARES MANAGED FUTURES ACTIVE ETF$86K0.06%+216+7.3%
179BHPBHP BILLITON LIMITED SPONSORED ADS$85K0.06%HELD
180OKEONEOK INC NEW COM$83K0.05%77−7.7%
181ORCLORACLE CORP COM$83K0.05%28−4.7%
182PLDPROLOGIS INC. COM$82K0.05%247−28.5%
183DOVDOVER CORP COM$82K0.05%146−27.1%
184AMZNAMAZON COM INC COM$82K0.05%20−4.8%
185CSXCSX CORP COM$81K0.05%773−28.0%
186TECKTECK RESOURCES LTD CL B$81K0.05%+123+8.5%
187EMBJEMBRAER S.A. SPONSORED ADS$80K0.05%42−3.0%
188ONON SEMICONDUCTOR CORP COM$80K0.05%11−0.8%
189CAHCARDINAL HEALTH INC COM$80K0.05%6−1.6%
190SNPSSYNOPSYS INC COM$79K0.05%4−2.0%
191IBITISHARES BITCOIN TRUST ETF$78K0.05%HELD
192CBRECBRE GROUP INC CL A$77K0.05%4−0.7%
193STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$77K0.05%51−20.6%
194JLLJONES LANG LASALLE INC COM$76K0.05%+94+60.3%
195SFSTIFEL FINL CORP COM$76K0.05%+330+47.6%
196MRSHMARSH & MCLENNAN COS INC COM$75K0.05%149−25.6%
197AXSAXIS CAP HLDGS LTD SHS$75K0.05%19−2.5%
198MMM3M CO COM$74K0.05%52−9.2%
199AAGILENT TECHNOLOGIES INC COM$74K0.05%5−0.8%
200NXTNEXTPOWER INC CLASS A COM$73K0.05%6−1.0%
201WELLWELLTOWER INC COM$73K0.05%90−19.5%
202NXPINXP SEMICONDUCTORS N V COM$73K0.05%+12+3.4%
203ATOATMOS ENERGY CORP COM$72K0.05%4−1.0%
204HIGHARTFORD INSURANCE GROUP INC COM$71K0.05%15−2.8%
205DHID R HORTON INC COM$70K0.05%40−7.3%
206DDOMINION ENERGY INC COM$69K0.05%+18+1.6%
207ROSTROSS STORES INC COM$69K0.05%2−0.6%
208BPOPPOPULAR INC COM NEW$69K0.05%7−1.3%
209MCHPMICROCHIP TECHNOLOGY INC. COM$69K0.04%+43+4.2%
210NNNNNN REIT INC COM$68K0.04%+331+25.6%
211CITHE CIGNA GROUP COM$67K0.04%84−24.9%
212SNASNAP ON INC COM$67K0.04%6−3.1%
213MOALTRIA GROUP INC COM$66K0.04%79−7.3%
214CFCF INDUSTRIES HOLD COM$66K0.04%10−1.9%
215RGAREINSURANCE GROUP AMER INC COM NEW$66K0.04%3−0.9%
216PUKPRUDENTIAL PLC ADR$66K0.04%443−16.1%
217BF/BBROWN FORMAN CORP CL B$66K0.04%159−6.0%
218RFREGIONS FINANCIAL CORP NEW COM$65K0.04%1,738−40.9%
219TDTORONTO DOMINION BK ONT COM NEW$65K0.04%HELD
220LHLABCORP HOLDINGS INC COM SHS$65K0.04%4−1.6%
221FDXFEDEX CORP COM$65K0.04%1−0.5%
222VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$65K0.04%+5+0.7%
223BBARRICK MNG CORP COM SHS$64K0.04%+13+0.8%
224NVDANVIDIA CORPORATION COM$64K0.04%+29+8.6%
225PFEPFIZER INC COM$62K0.04%+398+21.9%
226SOSOUTHERN CO COM$62K0.04%301−31.9%
227DUKDUKE ENERGY CORP NEW COM NEW$60K0.04%100−17.8%
228INTUINTUIT COM$60K0.04%+59+73.8%
229ALBALBEMARLE CORP COM$59K0.04%2−0.6%
230IQVIQVIA HLDGS INC COM$59K0.04%+25+7.8%
231AKAMAKAMAI TECHNOLOGIES INC COM$58K0.04%5−1.0%
232SFLOVICTORYSHARES SMALL CAP FREE CASH FLOW ETF$58K0.04%+60+3.2%
233WECWEC ENERGY GROUP INC COM$57K0.04%5−1.0%
234MURMURPHY OIL CORP COM$57K0.04%37−2.6%
235ADPAUTOMATIC DATA PROCESSING INC COM$57K0.04%46−14.0%
236AVTAVNET INC COM$57K0.04%7−0.7%
237CARRCARRIER GLOBAL CORPORATION COM$57K0.04%+149+17.2%
238JJACOBS SOLUTIONS INC COM$57K0.04%+171+61.5%
239RRXREGAL REXNORD CORPORATION COM$56K0.04%1−0.3%
240EMREMERSON ELEC CO COM$56K0.04%HELD
241AJGGALLAGHER ARTHUR J & CO COM$56K0.04%20−7.2%
242RNRRENAISSANCERE HLDGS LTD COM$55K0.04%2−1.1%
243LMTLOCKHEED MARTIN CORP COM$54K0.04%8−8.2%
244FDSFACTSET RESH SYS INC COM$54K0.04%+107+75.4%
245NOVNOV INC COM$54K0.04%29−1.0%
246RSGREPUBLIC SVCS INC COM$54K0.04%+40+19.5%
247GMGENERAL MTRS CO COM$53K0.03%HELD
248CNQCANADIAN NAT RES LTD MED TERM COM$53K0.03%7−0.6%
249KTKT CORP SPONSORED ADR$53K0.03%488−16.5%
250CRMSALESFORCE INC COM$53K0.03%+108+61.7%
251HPEHEWLETT PACKARD ENTERPRISE CO COM$52K0.03%+24+1.1%
252FLSFLOWSERVE CORP COM$52K0.03%7−1.0%
253GATXGATX CORP COM$52K0.03%5−1.6%
254LHXL3HARRIS TECHNOLOGIES INC COM$51K0.03%HELD
255YUMYUM BRANDS INC COM$51K0.03%24−6.8%
256BWABORGWARNER INC COM$51K0.03%3−0.3%
257CVECENOVUS ENERGY INC COM$51K0.03%HELD
258ZTSZOETIS INC CL A$51K0.03%205−32.3%
259TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$50K0.03%43−22.4%
260VTRVENTAS INC COM$48K0.03%20−3.3%
261HDBHDFC BANK LTD SPONSORED ADS$48K0.03%144−6.9%
262XELXCEL ENERGY INC COM$48K0.03%+55+10.0%
263CFGCITIZENS FINL GROUP INC COM$48K0.03%115−12.6%
264BXBLACKSTONE INC COM$47K0.03%186−31.1%
265KBKB FINL GROUP INC SPONSORED ADR$47K0.03%22−4.4%
266EGEVEREST GROUP LTD COM$47K0.03%HELD
267IXORIX CORP SPONSORED ADR$46K0.03%HELD
268EELVINVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF$46K0.03%HELD
269JCIJOHNSON CTLS INTL PLC SHS$46K0.03%209−37.3%
270VNOVORNADO RLTY TR SH BEN INT$46K0.03%16−0.9%
271KOFCOCA-COLA FEMSA SAB DE CV SPONS ADS REP$45K0.03%+12+2.7%
272KKRKKR & CO INC COM$45K0.03%+54+12.5%
273CNICANADIAN NATL RY CO COM$45K0.03%+96+28.1%
274SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$45K0.03%+982NEW
275CMCANADIAN IMPERIAL BANK OF COMM COM$44K0.03%HELD
276STZCONSTELLATION BRANDS INC CL A$44K0.03%11−3.6%
277METMETLIFE INC COM$44K0.03%HELD
278GPNGLOBAL PMTS INC COM$44K0.03%+131+25.1%
279BCSBARCLAYS PLC ADR$44K0.03%HELD
280OZKBANK OZK LITTLE ROCK ARK COM$44K0.03%24−2.5%
281EMNEASTMAN CHEM CO COM$44K0.03%+140+32.4%
282CEGCONSTELLATION ENERGY CORP COM$43K0.03%5−3.1%
283PAYXPAYCHEX INC COM$43K0.03%+120+34.4%
284SYYSYSCO CORP COM$43K0.03%+95+18.8%
285TMUST-MOBILE US INC COM$43K0.03%+73+56.2%
286SRESEMPRA COM$43K0.03%28−6.0%
287RELXRELX PLC SPONSORED ADR$42K0.03%+940+279.8%
288ASMLASML HLDG NV N Y REGISTRY SHS$42K0.03%14−30.4%
289BRBROADRIDGE FINL SOLUTIONS INC COM$42K0.03%+57+28.2%
290AIGAMERICAN INTL GROUP INC COM NEW$42K0.03%HELD
291OREALTY INCOME CORP COM$41K0.03%+107+18.7%
292BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$41K0.03%HELD
293MPCMARATHON PETE CORP COM$41K0.03%+22+15.2%
294DLRDIGITAL RLTY TR INC COM$41K0.03%104−31.5%
295STTSTATE STR CORP COM$41K0.03%10−3.0%
296MCOMOODYS CORP COM$41K0.03%+83+830.0%
297DGXQUEST DIAGNOSTICS INC COM$41K0.03%3−1.4%
298HCAHCA HEALTHCARE INC COM$40K0.03%+2+2.4%
299AONAON PLC SHS CL A$40K0.03%+38+44.2%
300MFCMANULIFE FINL CORP COM$40K0.03%HELD
301MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR$40K0.03%1,097−18.0%
302CTVACORTEVA INC COM$40K0.03%+96+25.4%
303FCXFREEPORT MCMORAN INC CL B$40K0.03%49−6.8%
304PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF$39K0.03%+530+30.4%
305VALEVALE S A SPONSORED ADS$39K0.03%63−2.5%
306CRLCHARLES RIV LABS INTL INC COM$39K0.03%2−0.9%
307PNFPPINNACLE FINL PARTNERS INC COM$39K0.03%12−2.6%
308SLBSLB LIMITED COM STK$39K0.03%85−10.1%
309MASMASCO CORP COM$39K0.03%5−0.8%
310VLOVALERO ENERGY CORP COM$39K0.03%50−24.3%
311ENBENBRIDGE INC COM$38K0.03%HELD
312NMRNOMURA HLDGS INC SPONSORED ADR$38K0.03%337−6.5%
313CNCCENTENE CORP DEL COM$38K0.03%+322+37.8%
314KLACKLA CORP COM NEW$38K0.03%8−23.5%
315PSXPHILLIPS 66 COM$38K0.03%3−1.4%
316AEPAMERICAN ELEC PWR CO INC COM$38K0.02%+100+52.4%
317ESSESSEX PPTY TR INC COM$38K0.02%1−0.6%
318ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD$37K0.02%503−10.1%
319FITBFIFTH THIRD BANCORP COM$37K0.02%+48+6.4%
320FFIVF5 INC COM$37K0.02%+100+370.4%
321SNDRSCHNEIDER NATIONAL INC CL B$36K0.02%12−0.9%
322EXPEAGLE MATLS INC COM$36K0.02%2−1.0%
323SPGSIMON PPTY GROUP INC NEW COM$36K0.02%HELD
324WDCWESTERN DIGITAL CORP COM$35K0.02%154−54.0%
325IBNICICI BANK LIMITED ADR$35K0.02%107−7.3%
326SMGSCOTTS MIRACLE-GRO CO CL A$35K0.02%4−0.7%
327NFGNATIONAL FUEL GAS CO COM$35K0.02%+230+164.3%
328WMBWILLIAMS COS INC COM$35K0.02%615−56.4%
329BNSBANK NOVA SCOTIA B C COM$35K0.02%+204+69.4%
330FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR$34K0.02%22−1.4%
331BABAALIBABA GROUP HLDG LTD SPONSORED ADS$34K0.02%16−5.5%
332BXPBXP INC COM$34K0.02%242−26.9%
333KMIKINDER MORGAN INC DEL COM$34K0.02%HELD
334WDSWOODSIDE ENERGY GROUP LTD SPONSORED ADR$34K0.02%HELD
335EDCONSOLIDATED EDISON INC COM$34K0.02%+9+3.1%
336NVONOVO-NORDISK A S ADR$33K0.02%+871+3787.0%
337PKXPOSCO HOLDINGS INC SPONSORED ADR$33K0.02%14−2.5%
338TRPTC ENERGY CORP COM$32K0.02%HELD
339TELTE CONNECTIVITY PLC ORD SHS$32K0.02%HELD
340ROPROPER TECHNOLOGIES INC COM$31K0.02%+65+270.8%
341PCARPACCAR INC COM$31K0.02%HELD
342LKQLKQ CORP COM$31K0.02%38−3.4%
343KRKROGER CO COM$30K0.02%+49+13.2%
344EXPDEXPEDITORS INTL WASH INC COM$29K0.02%HELD
345EVRGEVERGY INC COM$29K0.02%HELD
346AREALEXANDRIA REAL ESTATE EQ INC COM$29K0.02%+312+101.6%
347FFORD MTR CO COM$29K0.02%398−13.8%
348AMEAMETEK INC COM$29K0.02%1−0.7%
349SONSONOCO PRODS CO COM$28K0.02%6−1.1%
350LRCXLAM RESEARCH CORP COM NEW$28K0.02%6−4.4%
351CORCENCORA INC COM$28K0.02%22−19.8%
352MCKMCKESSON CORP COM$28K0.02%+9+39.1%
353CBOECBOE GLOBAL MKTS INC COM$28K0.02%+30+44.1%
354NEMNEWMONT CORP COM$27K0.02%+41+19.2%
355PBRPETROLEO BRASILEIRO S A SPONSORED ADR$27K0.02%+1,315NEW
356SOLVSOLVENTUM CORP COM SHS$27K0.02%+330+379.3%
357EXCEXELON CORP COM$27K0.02%+12+2.3%
358FASTFASTENAL CO COM$27K0.02%74−11.5%
359GSGISHARES S&P GSCI COMMODITY INDEXED TRUST$26K0.02%+809NEW
360WBDWARNER BROS DISCOVERY INC COM SER A$26K0.02%+588+166.1%
361XYLXYLEM INC COM$26K0.02%HELD
362REGNREGENERON PHARMACEUTICALS COM$25K0.02%HELD
363PKGPACKAGING CORP AMER COM$25K0.02%29−19.5%
364ADMARCHER DANIELS MIDLAND CO COM$25K0.02%23−6.2%
365SUSUNCOR ENERGY INC NEW COM$25K0.02%34−8.3%
366EBAYEBAY INC. COM$25K0.02%1−0.4%
367OMCOMNICOM GROUP INC COM$24K0.02%12−3.6%
368NDAQNASDAQ INC COM$24K0.02%HELD
369AFLAFLAC INC COM$24K0.02%HELD
370BMOBANK MONTREAL MEDIUM COM$24K0.02%HELD
371ETRENTERGY CORP NEW COM$24K0.02%HELD
372FANGDIAMONDBACK ENERGY INC COM$24K0.02%HELD
373CNPCENTERPOINT ENERGY INC COM$24K0.02%HELD
374SAPSAP SE SPON ADR$24K0.02%14−9.2%
375WABWABTEC COM$23K0.02%HELD
376ITWILLINOIS TOOL WKS INC COM$23K0.02%HELD
377BDXBECTON DICKINSON & CO COM$23K0.02%5−3.3%
378NUENUCOR CORP COM$23K0.02%HELD
379KDPKEURIG DR PEPPER INC COM$23K0.02%+2+0.2%
380QQNITY ELECTRONICS INC COMMON STOCK$23K0.02%168−45.7%
381NSCNORFOLK SOUTHN CORP COM$23K0.02%83−50.9%
382BABOEING CO COM$23K0.01%22−16.1%
383TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS$23K0.01%+2+0.3%
384PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW$23K0.01%HELD
385ROKROCKWELL AUTOMATION INC COM$23K0.01%HELD
386NFLXNETFLIX INC. COM$22K0.01%+2+0.9%
387DDDUPONT DE NEMOURS INC COM$22K0.01%337−41.6%
388CRHCRH PLC ORD$22K0.01%12−5.5%
389NTRSNORTHERN TR CORP COM$22K0.01%HELD
390EAELECTRONIC ARTS INC COM$21K0.01%130−55.3%
391AWKAMERICAN WTR WKS CO INC NEW COM$21K0.01%HELD
392TSLATESLA INC COM$21K0.01%HELD
393MKLMARKEL GROUP INC COM$21K0.01%HELD
394KMBKIMBERLY-CLARK CORP COM$21K0.01%44−16.9%
395CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A$21K0.01%93−21.4%
396MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH$21K0.01%HELD
397EQIXEQUINIX INC COM$21K0.01%+8+61.5%
398CCICROWN CASTLE INC COM$20K0.01%75−23.1%
399BIIBBIOGEN INC COM$20K0.01%HELD
400EENI SPA SPONSORED ADR$20K0.01%HELD
401ILMNILLUMINA INC COM$20K0.01%HELD
402GRMNGARMIN LTD SHS$20K0.01%+28+48.3%
403NINISOURCE INC COM$20K0.01%HELD
404SNDKSANDISK CORP COM$20K0.01%+4+14.8%
405SKMSK TELECOM CO LTD SPONSORED ADR$20K0.01%218−24.6%
406AMPAMERIPRISE FINL INC COM$20K0.01%+20+83.3%
407PEGPUBLIC SVC ENTERPRISE GROUP COM$19K0.01%138−36.8%
408PPLPPL CORP COM$19K0.01%HELD
409DVNDEVON ENERGY CORP NEW COM$19K0.01%+60+18.9%
410URIUNITED RENTALS INC COM$19K0.01%4−13.3%
411BKRBAKER HUGHES COMPANY CL A$19K0.01%HELD
412TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS$19K0.01%+427+73.5%
413PRUPRUDENTIAL FINL INC COM$19K0.01%28−12.8%
414TSTENARIS S A SPONSORED ADS$18K0.01%HELD
415BBWIBATH & BODY WORKS INC COM$18K0.01%63−6.0%
416ESEVERSOURCE ENERGY COM$18K0.01%HELD
417OSKOSHKOSH CORP COM$18K0.01%+122NEW
418ALLALLSTATE CORP COM$18K0.01%HELD
419HBANHUNTINGTON BANCSHARES INC COM$18K0.01%25−2.1%
420ARESARES MANAGEMENT CORPORATION CL A COM STK$17K0.01%49−23.4%
421VRSNVERISIGN INC COM$17K0.01%+13+22.8%
422ECLECOLAB INC COM$17K0.01%HELD
423PFGPRINCIPAL FINANCIAL GROUP INC COM$17K0.01%+20+11.8%
424WMWASTE MGMT INC DEL COM$17K0.01%HELD
425TRMBTRIMBLE INC COM$17K0.01%HELD
426TDGTRANSDIGM GROUP INC COM$16K0.01%HELD
427PCGPG&E CORP COM$16K0.01%+391+73.5%
428HUMHUMANA INC COM$16K0.01%11−10.6%
429ORLYOREILLY AUTOMOTIVE INC COM$16K0.01%HELD
430MTBM & T BK CORP COM$16K0.01%HELD
431TXTTEXTRON INC COM$16K0.01%HELD
432VTVANGUARD TOTAL WORLD STOCK ETF$16K0.01%+1+0.9%
433TROWPRICE T ROWE GROUP INC COM$16K0.01%13−7.0%
434AVBAVALONBAY CMNTYS INC COM$16K0.01%3−3.1%
435MSTRSTRATEGY INC CL A NEW$15K0.01%+105+617.6%
436BSXBOSTON SCIENTIFIC CORP COM$15K0.01%HELD
437NDSNNORDSON CORP COM$15K0.01%HELD
438OKTAOKTA INC CL A$15K0.01%6−3.0%
439RWOSTATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF$15K0.01%+324NEW
440TWTRADEWEB MKTS INC CL A$15K0.01%HELD
441SYFSYNCHRONY FINANCIAL COM$14K0.01%+78+58.6%
442NUMVNUVEEN ESG MID-CAP VALUE ETF$14K0.01%HELD
443DBDEUTSCHE BK AG NAMEN AKT$14K0.01%+142+41.9%
444ACGLARCH CAP GROUP LTD ORD$14K0.01%+60+67.4%
445UALUNITED AIRLS HLDGS INC COM$14K0.01%HELD
446DOWDOW HLDGS INC COM$14K0.01%+160+91.4%
447WTWWILLIS TOWERS WATSON PLC LTD SHS$14K0.01%HELD
448DELLDELL TECHNOLOGIES INC CL C$14K0.01%+38+84.4%
449ELVELEVANCE HEALTH INC FORMERLY A COM$13K0.01%24−34.3%
450FSLRFIRST SOLAR INC COM$13K0.01%HELD
451HLNHALEON PLC SPON ADS$13K0.01%+466+54.4%
452AEEAMEREN CORP COM$13K0.01%HELD
453FEFIRSTENERGY CORP COM$13K0.01%HELD
454PSAPUBLIC STORAGE OPER CO COM$13K0.01%HELD
455HO1HOLOGIC INC COM$13K0.01%HELD
456HALHALLIBURTON CO COM$13K0.01%142−29.9%
457CINFCINCINNATI FINL CORP COM$13K0.01%9−9.9%
458CPCANADIAN PACIFIC KANSAS CITY COM$13K0.01%+157+2616.7%
459NKENIKE INC CL B$13K0.01%1,022−80.9%
460IWMISHARES RUSSELL 2000 ETF$13K0.01%+51NEW
461CHDCHURCH & DWIGHT CO INC COM$13K0.01%HELD
462MRVLMARVELL TECHNOLOGY INC COM$12K0.01%10−7.5%
463VICIVICI PPTYS INC COM$12K0.01%1−0.2%
464DLTRDOLLAR TREE INC COM$12K0.01%HELD
465IBKRINTERACTIVE BROKERS GROUP INC COM CL A$12K0.01%HELD
466APAAPA CORPORATION COM$12K0.01%19−6.3%
467WRBBERKLEY W R CORP COM$12K0.01%HELD
468ODFLOLD DOMINION FREIGHT LINE INC COM$12K0.01%+20+50.0%
469WWDWOODWARD INC COM$11K0.01%HELD
470MGAMAGNA INTL INC COM$11K0.01%HELD
471TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$11K0.01%+6+12.2%
472FISFIDELITY NATL INFORMATION SVCS COM$11K0.01%983−81.2%
473UTHRUNITED THERAPEUTICS CORP DEL COM$11K0.01%HELD
474PNRPENTAIR PLC SHS$11K0.01%HELD
475VWOVANGUARD FTSE EMERGING MARKETS ETF$11K0.01%+196NEW
476IPINTERNATIONAL PAPER CO COM$11K0.01%+89+43.0%
477NTAPNETAPP INC COM$11K0.01%HELD
478VFLOVICTORYSHARES FREE CASH FLOW ETF$11K0.01%HELD
479XEVTXEATON VANCE TAX ADVT DIV INCM COM$10K0.01%+425NEW
480MUFGMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS$10K0.01%HELD
481AERAERCAP HOLDINGS NV SHS$10K0.01%HELD
482EQREQUITY RESIDENTIAL SH BEN INT$10K0.01%283−62.3%
483TERTERADYNE INC COM$10K0.01%HELD
484MLMMARTIN MARIETTA MATLS INC COM$10K0.01%HELD
485EQTEQT CORP COM$10K0.01%HELD
486IEFAISHARES CORE MSCI EAFE ETF$10K0.01%+110NEW
487CHRWC H ROBINSON WORLDWIDE IN COM NEW$10K0.01%HELD
488IVEISHARES S&P 500 VALUE ETF$10K0.01%+46NEW
489EXREXTRA SPACE STORAGE INC COM$10K0.01%HELD
490TDYTELEDYNE TECHNOLOGIES INC COM$10K0.01%50−75.8%
491CGCARLYLE GROUP INC COM$10K0.01%+79+65.8%
492MDBMONGODB INC CL A$10K0.01%8−17.0%
493KHCKRAFT HEINZ CO COM$10K0.01%+280+195.8%
494LYBLYONDELLBASELL INDUSTRIES NV SHS - A -$10K0.01%1−0.8%
495IVWISHARES S&P 500 GROWTH ETF$10K0.01%+84NEW
496RIVNRIVIAN AUTOMOTIVE INC COM CL A$9K0.01%HELD
497LENLENNAR CORP CL A$9K0.01%+21+23.9%
498SHWSHERWIN WILLIAMS CO COM$9K0.01%+29NEW
499CCL1EURCARNIVAL CORP COMMON STOCK$9K0.01%+33+10.3%
500EWJISHARES MSCI JAPAN ETF$9K0.01%+108NEW

Source: SEC EDGAR · accession 0001986152-26-000079. 13F discloses long positions only — shorts, foreign equities, and options are excluded.