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Institutional

C M BIDWELL & ASSOCIATES LTD

CIK 0001091860
$214.1M
Reported AUM
483
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · C M BIDWELL & ASSOCIATES LTD · Q1 2026

AI · grounded in 13F

C M BIDWELL & ASSOCIATES LTD reduced its position in Cencora Inc COR by 52.1% and trimmed its holding in Amazon.com Inc AMZN by 35.1%. The fund closed positions in Boston Scientific BSX, reducing exposure by $428,598, and Gilead Sciences GILD, reducing exposure by $389,699. On the buy side, the fund increased its stake in Schwab ST Treas ETF SCHO by 22.5% and Schwab US Agg ETF SCHZ by 16.6%.

Portfolio · Q1 2026

VOO$25.4MBSV$13.7MSCHOVTIPVTIIWMGVIIVVVEAISTBACWXBNDOther$107.8MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVanguard S&P 500 ETF$678.00-2.59%24.60%80.00%$25.4M11.87%9−0.0%
2BSVVanguard ST Bond ETF$77.60-0.26%4.01%8.08%$13.7M6.39%+11,967+7.4%
3SCHOSchwab ST Treas ETF$24.06-0.21%3.76%9.23%$8.9M4.15%+67,155+22.5%
4VTIPVanguard ST TIPS ETF$50.31-0.20%4.64%17.27%$8.8M4.09%+13,006+8.0%
5VTIVanguard Ttl Mkt ETF$363.38-2.68%24.59%71.45%$8.3M3.90%+718+2.8%
6IWMiShares Russell 2000 ETF$281.65-3.55%34.35%35.27%$8.1M3.78%HELD
7GVIiShares Int Gov/Cr Bd ETF$105.50-0.31%4.15%4.13%$7.5M3.50%+462+0.7%
8IVViShares S&P 500 ETF$740.91-2.62%24.60%80.03%$6.7M3.15%HELD
9VEAVanguard Dev Mkts ETF$69.17-3.72%26.80%55.20%$4.9M2.30%+4,661+6.4%
10ISTBiShares Core 1-5 Year USD Bond$48.04-0.27%4.53%9.43%$4.9M2.28%+955+1.0%
11ACWXiShares MSCI ACWI ex US ETF$73.92-3.88%25.80%48.90%$4.9M2.28%HELD
12BNDVanguard Total Bond Market ETF$72.83-0.45%5.24%-1.47%$4.3M2.01%+3,179+5.8%
13SCHPSchwab US TIPS ETF$26.47-0.45%5.41%2.64%$4.0M1.86%+8,423+6.0%
14DFACDFA US Core Eq 2 ETF$43.46-2.34%25.71%70.09%$3.7M1.73%+2,448+2.6%
15BIVVanguard Int Bd ETF$76.05-0.51%5.13%-0.86%$3.3M1.56%+3,880+9.9%
16SCHBSchwab US Mkt ETF$28.45-2.70%24.50%71.73%$3.2M1.49%532−0.4%
17SCHXSchwab US Lg Cap ETF$29.05-2.65%23.85%74.97%$3.1M1.45%+8,153+7.2%
18SCHZSchwab US Agg ETF$22.96-0.48%5.40%-1.43%$3.1M1.45%+19,069+16.6%
19VTEBVanguard Tax Exempt Bond ETF$50.30-0.16%7.34%3.96%$3.1M1.45%+7,716+14.1%
20DFAXDFA World ex US Core Eq 2 ETF$36.30-3.82%28.82%57.51%$3.1M1.45%+1,634+1.8%
21SCHASchwab US Sm Cap ETF$33.19-3.41%35.05%39.97%$2.8M1.31%411−0.4%
22SPYMSPDR S&P 500 ETF$86.81-2.58%24.60%80.04%$2.5M1.17%+2,704+9.0%
23NVDANVidia Corp$205.10-6.20%44.92%955.49%$2.4M1.11%113−0.8%
24SCHFSchwab Intl Equity ETF$26.81-3.77%26.99%57.05%$2.1M0.97%+1,296+1.6%
25AAPLApple Inc$307.34-1.25%51.31%116.17%$2.0M0.95%26−0.3%
26GOOGLAlphabet Inc$368.53-0.98%112.92%175.80%$1.9M0.89%+248+3.9%
27MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$1.7M0.78%18−0.4%
28VYMVngrd Hgh Div Yld ETF$158.24-1.35%24.39%72.68%$1.5M0.71%21−0.2%
29VBVanguard Sm Cap ETF$288.20-2.44%25.47%39.47%$1.5M0.71%243−4.0%
30VWOVanguard EM ETF$58.03-3.78%23.65%32.53%$1.4M0.67%+1,755+7.0%
31VBRVngrd Sm Cap Val ETF$234.32-1.10%$1.4M0.65%384−5.6%
32VIGVanguard Div Ap ETF$233.28-1.37%$1.4M0.64%79−1.2%
33IEFAiShares Core EAFE ETF$95.56-2.60%$1.3M0.60%6−0.0%
34IDEViShares Core MSCI Int'l Dev Mk$88.23-2.57%$1.2M0.57%HELD
35VRTVertiv Hldgs Co$300.51-7.23%$1.2M0.55%26−0.6%
36SCHESchwab EM Equity ETF$35.15-4.07%$1.1M0.51%+1,758+5.6%
37VTVanguard Total World Stock ETF$153.68-3.07%$1.1M0.51%+118+1.5%
38SCHDSchwab US Div Eq ETF$32.30-0.89%$1.1M0.51%HELD
39SUBiShares ST Muni ETF$106.41-0.05%$1.1M0.51%+902+9.7%
40MUBiShares Muni Bond ETF$106.97-0.21%$1.0M0.49%HELD
41AGGiShares US Agg Bd ETF$98.17-0.50%$937K0.44%+564+6.4%
42VTVVanguard Lg Cap Val ETF$212.02-1.36%$897K0.42%445−8.9%
43VTWOVanguard Rus 2000 ETF$113.83-3.53%$873K0.41%1,444−14.2%
44DISVDFA Intl SCap Val ETF$41.41-2.72%$872K0.41%+174+0.8%
45DFSVDFA US Small Val ETF$37.57-1.39%$858K0.40%1,647−6.3%
46SPYSPDR S&P 500 ETF Trust$737.55-2.58%$825K0.39%HELD
47HWMHowmet Aerospace$251.901.03%$811K0.38%26−0.7%
48DFAUDFA US Core Eq ETF$50.85-2.62%$803K0.37%32−0.2%
49PWZInvesco CA Muni Bond ETF$24.35-0.25%$789K0.37%+2,559+8.4%
50DFICDFA Intl Core Eq 2$37.23-2.46%$752K0.35%HELD
51VGSHVanguard ST Gvt Bd ETF$58.04-0.17%$747K0.35%71−0.6%
52AMZNAmazon.com Inc$246.03-3.06%$743K0.35%1,930−35.1%
53METAMeta Platforms Inc$593.00-5.51%$681K0.32%+2+0.2%
54VCSHVanguard Short Term Corp Bond$78.61-0.29%$672K0.31%330−3.7%
55LRCXLam Research Corp$303.28-9.85%$627K0.29%16−0.5%
56ITOTiShares Core S&P Ttl Stk ETF$161.35-2.71%$615K0.29%HELD
57VOEVngrd Mid Cap Val ETF$195.39-0.90%$601K0.28%95−2.8%
58AKAMAkamai Technologies$149.32-6.08%$593K0.28%+1,801+53.6%
59WDCWestern Digital Corp$511.72-11.08%$578K0.27%171−7.4%
60DFLVDFA US Large Val ETF$39.13-1.71%$553K0.26%+1,721+12.5%
61CSCOCisco Systems Inc$121.64-6.43%$512K0.24%46−0.7%
62VVVanguard Lrg Cap ETF$339.76-2.62%$511K0.24%11−0.6%
63DFAIDFA Intl Core Equity$40.82-2.44%$502K0.23%HELD
64JPMJP Morgan Chase$312.370.48%$494K0.23%303−15.3%
65BKBank of NY Mellon$142.39-1.13%$466K0.22%23−0.6%
66VEUVanguard FTSE All World ex-US$81.13-3.76%$461K0.22%HELD
67JMSTJPMorgan Ultra Short Muni$50.930.02%$452K0.21%HELD
68MGCVanguard MegaCap ETF$270.54-2.86%$412K0.19%20−1.1%
69AVGOBroadcom Inc$385.73-7.92%$405K0.19%+1,309NEW
70CHRWC H Robinson Worldwide$184.09-0.27%$399K0.19%12−0.5%
71VYMIVngrd Intl Hgh Div ETF$98.05-1.98%$396K0.18%HELD
72TPRTapestry Inc$140.10-0.26%$391K0.18%+5+0.2%
73GLWCorning Inc$177.58-10.18%$378K0.18%+10+0.4%
74APHAmphenol Corp$138.81-5.42%$375K0.17%16−0.5%
75FIXComfort Systems Inc$1843.94-3.69%$371K0.17%1−0.4%
76ANETArista Networks Inc$154.27-7.07%$366K0.17%13−0.4%
77BKRBaker Hughes Co$62.59-5.32%$362K0.17%33−0.6%
78MPCMarathon Petroleum$262.01-1.89%$358K0.17%19−1.3%
79VXUSVanguard Total Intl ETF$83.03-3.73%$353K0.16%HELD
80HASHasbro Inc$84.18-0.34%$339K0.16%+3+0.1%
81NEMNewmont Corp$99.71-7.96%$336K0.16%14−0.4%
82APPApplovin Corp$557.20-0.30%$325K0.15%4−0.5%
83IEMGiShares Core EM ETF$78.63-6.40%$325K0.15%HELD
84PFEPfizer Inc$26.041.36%$321K0.15%67−0.6%
85MGAMagna Intl$66.09-3.02%$314K0.15%5−0.1%
86DFAEDFA Emerging Mkts$38.14-6.38%$312K0.15%HELD
87PHParker Hannifin Corp$882.341.16%$311K0.15%2−0.6%
88TRVTravelers Companies$303.253.35%$306K0.14%1−0.1%
89KMIKinder Morgan$31.68-0.06%$304K0.14%28−0.3%
90NFLXNetflix Inc$82.180.76%$300K0.14%18−0.6%
91CBRECBRE Group Inc$130.93-0.02%$295K0.14%11−0.5%
92RMDResmed Inc$196.040.89%$290K0.14%6−0.5%
93TAXFAm Cntry Div Muni ETF$50.55-0.08%$290K0.14%+472+8.9%
94TWLOTwilio Inc A$225.99-4.50%$285K0.13%11−0.5%
95FEFirstEnergy Corp$46.421.71%$283K0.13%7−0.1%
96IBMIntl Bus Machines$284.84-5.61%$283K0.13%7−0.6%
97AIZAssurant Inc$257.352.26%$281K0.13%8−0.6%
98MSMorgan Stanley$211.93-2.90%$281K0.13%3−0.2%
99VGITVanguard Int Treas ETF$58.56-0.41%$280K0.13%HELD
100RDDTReddit Inc$173.45-5.69%$275K0.13%8−0.4%
101AERAerCap Holdings NV$275K0.13%7−0.3%
102FOXAFox Corp A$271K0.13%26−0.6%
103SPGMSPDR MSCI Global Stock Market$269K0.13%HELD
104MUSTColumbia Muni ETF$269K0.13%HELD
105LVSLas Vegas Sands$259K0.12%2−0.0%
106PMPhillip Morris Intl Inc$258K0.12%2−0.1%
107DFCFDFA Core Fixed Inc ETF$258K0.12%+150+2.5%
108CFCF Inds Hldgs Inc$258K0.12%5−0.3%
109RCLRoyal Carribean Cruises$257K0.12%1−0.1%
110BLKBlackRock Inc$255K0.12%4−1.5%
111MCDMcDonald's Corp$253K0.12%3−0.4%
112CAHCardinal Health$253K0.12%+1,197NEW
113CASYCasey's General Stores$252K0.12%21−5.7%
114WMTWalmart Inc$248K0.12%+13+0.7%
115ZTSZoetis Inc$248K0.12%+2,095NEW
116DGDollar General Corp$247K0.12%+2,084NEW
117TAT&T Inc$246K0.12%+8,495NEW
118CORCencora Inc$244K0.11%845−52.1%
119PODDInsulet Corp$242K0.11%3−0.3%
120BRK/BBerkshire Hathaway B$242K0.11%2−0.4%
121LLYEli Lilly & Co$241K0.11%+262NEW
122MFCManulife Financial$235K0.11%21−0.3%
123EXCExelon Corp$233K0.11%29−0.6%
124MRNAModerna Inc$232K0.11%+4,560NEW
125VLTOVeralto Corp$230K0.11%10−0.4%
126CEGConstellation Energy$229K0.11%2−0.2%
127DFEMDFA EM Core Eq 2 ETF$225K0.10%+108+1.7%
128TTWOTake-Two Interactive$222K0.10%+4+0.4%
129ELEstee Lauder Companies$221K0.10%2−0.1%
130Guggenheim S&P 500 Equal Weigh$221K0.10%HELD
131JMUBJPMorgan Muni ETF$217K0.10%HELD
132Cenovus Energy$215K0.10%+225+2.9%
133PNCPNC Financial Services$214K0.10%+1,028NEW
134IQLTiShares Intl Qlty ETF$211K0.10%2−0.0%
135INCYIncyte Genomics$207K0.10%HELD
136TJXTJX Companies$202K0.09%+1+0.1%
137BBIOBridgeBio Pharma Inc$202K0.09%+2,714NEW
138DFAWDFA World Equity ETF$199K0.09%+46+1.7%
139NTRSNorthern Trust Corp$199K0.09%3−0.2%
140PRFZInvesco FTSE RAFI US 1500 Smal$199K0.09%HELD
141TXNTexas Instruments Inc$194K0.09%HELD
142WTSWatts Water Tech$190K0.09%+7+1.1%
143COHRCoherent Corp$185K0.09%253−24.6%
144CTASCintas Corporation$185K0.09%8−0.7%
145VOVanguard Mid Cap ETF$183K0.09%HELD
146RLRalph Lauren Corp$181K0.08%+526NEW
147IWBiShares Russell 1000 ETF$177K0.08%HELD
148DOVDover Corp$175K0.08%3−0.4%
149OKTAOkta Inc$171K0.08%5−0.2%
150ORLYO'Reilly Automotive$167K0.08%+10+0.6%
151MUMicron Technology Inc$165K0.08%+487NEW
152CRWDCrowdstrike Hldgs$159K0.07%+1+0.2%
153ECLEcolab Inc$157K0.07%+14+2.4%
154VUGVanguard Growth ETF$153K0.07%HELD
155EEMViShares Min Vol EM ETF$153K0.07%HELD
156DELLDell$152K0.07%279−23.1%
157LDOSLeidos Holdings Inc$152K0.07%+55+6.0%
158ORealty Income Corp$151K0.07%47−1.9%
159NXTNextracker Inc$151K0.07%401−24.3%
160USBUS Bancorp$150K0.07%+2,889NEW
161GOOGAlphabet Inc$150K0.07%+282+117.5%
162DFIVDFA Intl Value ETF$140K0.07%+277+11.6%
163TIPiShares TIPS Bond ETF$140K0.07%HELD
164ADIAnalog Devices Inc$139K0.06%+437NEW
165IJHiShares Core S&P Mid-Cap ETF$134K0.06%HELD
166DFATDFA US Trgt Val ETF$132K0.06%84−3.8%
167PDNInvesco FTSE RAFI Dev Mkts ex-$129K0.06%HELD
168COOCooper Companies Inc$126K0.06%+349+24.8%
169DFASDFA US Small Cap ETF$122K0.06%HELD
170DUKDuke Energy Corporation$121K0.06%15−1.6%
171FSLYFastly Inc$116K0.05%1,278−24.3%
172QQnity Electronics$115K0.05%HELD
173SCHGSchwab US LCap Grw ETF$114K0.05%5−0.1%
174AAAlcoa Corp$114K0.05%551−24.3%
175PARRPar Pacific Holdings$111K0.05%528−23.0%
176SEISolaris Energy Infras Inc$106K0.05%578−23.6%
177SCHRSchwab Int Treasury ETF$98K0.05%+3,940NEW
178ARQTArcutis Biotherapeutics$95K0.04%1,309−24.5%
179SWSBXSchwab Short-Term Bond$95K0.04%+97+1.0%
180CGAUCenterra Gold$93K0.04%1,701−24.6%
181VIGIVanguard Intl Div ETF$92K0.04%112−9.8%
182DDDuPont de Nemours Inc$91K0.04%HELD
183FLEXFlex Ltd$91K0.04%452−24.6%
184PAHCPhibro Animal Health$91K0.04%496−23.2%
185BFHBread Financial$80K0.04%313−22.6%
186URTHiShares MSCI World ETF$79K0.04%HELD
187XLEEnergy Sctr SPDR ETF$78K0.04%+1+0.1%
188UNFIUnited Natural Foods$75K0.04%518−23.7%
189FHIFederated Hermes Inc$74K0.03%427−24.6%
190MEDPMedpace Holdings Inc$73K0.03%50−24.9%
191COLBColumbia Banking System$72K0.03%822−23.8%
192CALYCallaway Golf Co$72K0.03%1,687−24.6%
193VAWVanguard Materials ETF$71K0.03%+128+69.2%
194ANIPANI Pharma$70K0.03%290−24.0%
195JXNJackson Financial$70K0.03%188−22.1%
196ALKSAlkermes plc$70K0.03%649−24.7%
197PHINPhinia Inc$69K0.03%330−24.6%
198FTDRFrontDoor Inc$68K0.03%412−24.2%
199ZIONZions Bancorp$68K0.03%381−24.5%
200DARDarling Ingredients$67K0.03%+1,090NEW
201GTXGarrett Motion$67K0.03%1,209−24.6%
202FNBFNB Corp$64K0.03%1,250−24.5%
203KMTKennametal$63K0.03%+1,746NEW
204ZWSZurn Elkay Water$63K0.03%415−22.8%
205AQNAlgonquin Power Utilities$63K0.03%3,303−24.5%
206EXELExelixis Inc$62K0.03%+1,452NEW
207DFSUDFA US Sus Core$62K0.03%HELD
208VXFVanguard Extended Market ETF$61K0.03%HELD
209NVSTEnvista Hldgs$61K0.03%+2,405NEW
210JNJJohnson & Johnson$60K0.03%HELD
211EMEEMCOR Group$60K0.03%41−33.6%
212DFEVDFA EM Value ETF$59K0.03%+186+12.8%
213DLXDeluxe Corp$58K0.03%+2,115NEW
214SHViShares Short Treasury Bond ET$58K0.03%HELD
215NHINatl Health Inv Inc$57K0.03%228−24.3%
216ITRIItron Inc$57K0.03%203−24.1%
217DFSIDFA Intl Sus Core$55K0.03%HELD
218EHCEncompass Health$55K0.03%183−24.4%
219DFISDFA Intl Sm Cap ETF$54K0.03%HELD
220ESGEiShares ESG EM ETF$54K0.03%66−5.3%
221RITMRithm Capital Corp$53K0.02%1,813−24.4%
222STIPiShares Brc 0 - 5 Yr Tip$53K0.02%HELD
223LNCLincoln National Corp$53K0.02%487−24.5%
224VTESVanguard Short Term Muni$52K0.02%+70+15.8%
225ODFLOld Dominion Freight$52K0.02%HELD
226IVWiShares S&P 500 Growth$51K0.02%HELD
227OTTROtter Tail Power$49K0.02%179−24.2%
228PXHInvesco FTSE EM ETF$49K0.02%HELD
229MMSMaximus Inc$46K0.02%233−24.4%
230CUZCousins Properties Inc$46K0.02%655−24.3%
231DESWisdomTree US Small Cap Div ET$46K0.02%HELD
232MCMoelis & Co A$46K0.02%264−24.7%
233PLTRPalantir Technologies$44K0.02%HELD
234IJRiShares Core Sm Cap ETF$36K0.02%HELD
235KSSKohls Corp$36K0.02%1,098−28.2%
236CRSCarpenter Technology$36K0.02%HELD
237FDXFedEx Corp$36K0.02%HELD
238SCZiShares MSCI Small Cap Idx ETF$35K0.02%HELD
239FIVNFive9 Inc$35K0.02%746−24.4%
240MDLZMondelez Intl Inc$35K0.02%HELD
241DFSEDFA Emg Mkts Sus Core$34K0.02%HELD
242TDYTeledyne Technologies$32K0.01%HELD
243ARWArrow Electronics$31K0.01%+213NEW
244SCHYSchwab Intl Div ETF$30K0.01%HELD
245COSTCostco Wholesale Corp$30K0.01%HELD
246PANWPalo Alto Networks$29K0.01%+74+68.5%
247CPRTCopart Inc$29K0.01%HELD
248VOTVanguard Mid-Cap Growth ETF$27K0.01%67−38.7%
249IWDiShares Russell 1000 Value ETF$26K0.01%HELD
250PRFPowershares RAFI US 1000 ETF$26K0.01%HELD
251PRIPrimerica Inc$26K0.01%HELD
252NETCloudflare Inc$25K0.01%HELD
253FDNFirst Trust Internet$23K0.01%HELD
254STLDSteel Dynamics$23K0.01%HELD
255SDGiShares MSCI Global Impact$22K0.01%HELD
256NOCNorthrop Gruman$22K0.01%HELD
257DVYiShares Select Dividend$21K0.01%HELD
258RRXRBC Bearings Inc$21K0.01%HELD
259IXNiShares Global Tech ETF$21K0.01%HELD
260SLABSilicon Laboratories Inc$21K0.01%HELD
261AMDAdvance Micro Devices$20K0.01%HELD
262HOODRobinhood Markets$19K0.01%HELD
263MPLXMPLX LP$19K0.01%HELD
264HDHome Depot Inc$18K0.01%HELD
265FTNTFortinet Inc$18K0.01%HELD
266EFAiShares MSCI EAFE ETF$18K0.01%HELD
267QQQInvesco QQQ$17K0.01%HELD
268EFAViShares EAFE Min Vol ETF$16K0.01%HELD
269FBTFirst Trust Biotech$15K0.01%HELD
270SWAGXSchwab US Agg Bond$14K0.01%+16+1.0%
271FLQMFranklin US Mid Cap Multifacto$14K0.01%HELD
272NUENucor Corp$14K0.01%HELD
273NVRNVR Inc$13K0.01%HELD
274FFIVF5 Networks Inc$13K0.01%HELD
275IJKiShares S&P Mid Cap 400 Grwth$12K0.01%HELD
276IJTiShares S&P Sm Cap 600 Grwth$12K0.01%HELD
277MTArcelorMittal$12K0.01%HELD
278GGGGraco Inc$12K0.01%HELD
279VVisa Inc$12K0.01%HELD
280CMCCommercial Metals Co$11K0.01%HELD
281CVLTCommvault Systems Inc$11K0.01%+55+64.7%
282SHOPShopify Inc$9K0.00%HELD
283VSSVanguard FTSE All World ex-US$9K0.00%HELD
284TTMITTM Technologies$9K0.00%HELD
285IYJiShares US Industrials$9K0.00%HELD
286BOHBank of Hawaii$9K0.00%HELD
287XLUUtilities Sctr SPDR ETF$9K0.00%HELD
288GPREGreen Plains Inc$9K0.00%HELD
289FORMFormfactor Inc$9K0.00%HELD
290MRVLMarvell Technology$9K0.00%HELD
291PRIMPrimoris Svcs$9K0.00%HELD
292LOWLowes Companies Inc$8K0.00%HELD
293MDPediatrix Medical Group$8K0.00%6,653−94.6%
294ARKKArk Innovation ETF$8K0.00%HELD
295AMEAmetek Inc$8K0.00%HELD
296SNEXStoneX Group Inc$8K0.00%+31+50.0%
297FLRFluor Corp$7K0.00%+11+7.4%
298NTAPNetApp Inc$7K0.00%HELD
299COINCoinbase Global$7K0.00%468−91.9%
300ATROAstronics Corp Com$7K0.00%HELD
301PHATPhathom Pharma$7K0.00%263−30.8%
302ICFiShares REIT$6K0.00%HELD
303FDSFactset Research$6K0.00%HELD
304EAElectronic Arts Inc$6K0.00%HELD
305IDCCInterDigital Inc$6K0.00%HELD
306ACNAccenture plc$6K0.00%HELD
307JKHYJack Henry & Assoc$6K0.00%HELD
308NVGSNavigator Holdings$6K0.00%HELD
309CYRXCryoport Inc$6K0.00%HELD
310BKUBankUnited$6K0.00%HELD
311HCCWarrior Met Coal$6K0.00%HELD
312AVYAvery Dennison Corp$6K0.00%HELD
313VRSNVerisign Inc$5K0.00%HELD
314DFSDDimensional Short Duration$5K0.00%HELD
315HCSGHealthcare Services Group Inc$5K0.00%HELD
316POOLPool Corp$5K0.00%HELD
317BKDBrookdale Senior Living$5K0.00%+304+384.8%
318IMAXIMAX Corp$5K0.00%+134NEW
319PAGSPagSeguro Digital Ltd$5K0.00%+51+11.2%
320HLIOHelios Tech$5K0.00%HELD
321RDWRRadware Ltd$5K0.00%HELD
322INDBIndependent Bank Corp$5K0.00%HELD
323ARIApollo Coml Real Estate$5K0.00%HELD
324TSLATesla Inc$5K0.00%HELD
325MKTXMarketAxess Hldgs Inc$5K0.00%HELD
326ALAir Lease Corp$5K0.00%HELD
327TTCToro Company$5K0.00%HELD
328NOVNOV Inc$5K0.00%HELD
329Avista Corp$5K0.00%HELD
330DKNGDraftKings Inc$5K0.00%HELD
331ILPTIndustrial Logistics Pptys Tr$5K0.00%HELD
332SBCFSeacoast Bkg Corp$5K0.00%HELD
333RSIRush Street Interactive Inc$5K0.00%HELD
334APEIAmerican Publ Ed$4K0.00%+79NEW
335NWENorthWestern Corp$4K0.00%HELD
336VRTXVertex Pharma Inc$4K0.00%HELD
337ROKURoku Inc$4K0.00%HELD
338UNHUnited Healthcare Corp$4K0.00%HELD
339ZUMZZumiez Inc$4K0.00%+193NEW
340HLHecla Mining$4K0.00%+227NEW
341PECOPhillips Edison$4K0.00%HELD
342RLIRLI Corp$4K0.00%HELD
343GENGen Digital$4K0.00%HELD
344ADCTADC Therapeutics SA$4K0.00%+1,119NEW
345ENTAEnanta Pharma Inc$4K0.00%+331NEW
346TPBTurning Point Brands$4K0.00%HELD
347CHKPCheck Point Software$4K0.00%HELD
348QLYSQualys Inc$4K0.00%516−91.7%
349MLMMartin Marietta$4K0.00%HELD
350JBTMJBT Marel Corporation$4K0.00%HELD
351RBLXRoblox$4K0.00%HELD
352OPCHOption Care Health$4K0.00%+149NEW
353AEOAmerican Eagle$4K0.00%+202+577.1%
354ASBAssociated Banc Cp$4K0.00%HELD
355SRPTSarepta Thera$4K0.00%HELD
356VCYTVeracyte Inc$4K0.00%HELD
357ATRAptargroup Inc$4K0.00%HELD
358STNEStoneCo Ltd$4K0.00%HELD
359CNCCentene Corp$4K0.00%HELD
360VCRVanguard Cons Disc$4K0.00%HELD
361RRRRed Rock Resorts Inc$4K0.00%HELD
362DNOWNOW Inc$4K0.00%HELD
363AIC3.ai$3K0.00%+413NEW
364VLOValero Energy Corp$3K0.00%HELD
365ABNBAirbnb Inc$3K0.00%+27NEW
366SPOTSpotify Tech$3K0.00%HELD
367HALHalliburton Company$3K0.00%HELD
368RDNRadian Group Inc$3K0.00%HELD
369ATRCAtriCure$3K0.00%HELD
370DALDelta Air Lines Inc$3K0.00%HELD
371VIAVViavi Solutions Inc$3K0.00%+22+30.6%
372XOMExxon Mobil Corp$3K0.00%HELD
373LMTLockheed Martin$3K0.00%HELD
374APAApache Corp$3K0.00%+71NEW
375SLMSLM Corporation$3K0.00%HELD
376LSILab Corp of America$3K0.00%HELD
377MRKMerck & Co Inc$3K0.00%HELD
378SLBSchlumberger$3K0.00%HELD
379IDHQInvesco Intl Dev Quality$3K0.00%HELD
380CVXChevron Corporation$3K0.00%HELD
381ADMArcher Daniels Midland$3K0.00%HELD
382WRBBerkeley WR Corp$3K0.00%HELD
383COPConocoPhillips$3K0.00%HELD
384AJGArthur J Gallagher & Co$3K0.00%HELD
385WCNWaste Connections Inc$3K0.00%HELD
386AWKAmerican Water Works$3K0.00%HELD
387LYBLyondellBasell Ind$3K0.00%HELD
388BMYBristol Myers Squibb$3K0.00%HELD
389INNSummit Hotel Properties$2K0.00%HELD
390ENBEnbridge Inc$2K0.00%HELD
391ABBVAbbvie Inc$2K0.00%HELD
392VZVerizon Comm Inc$2K0.00%HELD
393RJFRaymond James Financial$2K0.00%HELD
394EOGEOG Resources$2K0.00%HELD
395TGTTarget Corp$2K0.00%HELD
396OSPNOneSpan Inc$2K0.00%HELD
397FTITechnipFMC plc$2K0.00%HELD
398KOCoca-Coca Company$2K0.00%HELD
399FITBFifth Third Bank$2K0.00%HELD
400SNASnap On Inc$2K0.00%HELD
401PEPPepsico Inc$2K0.00%HELD
402OKEOneok Inc$2K0.00%HELD
403FFord Motor Co$2K0.00%+2+1.1%
404CMCSAComcast Corp A$2K0.00%HELD
405PKGPackaging Corp of America$2K0.00%HELD
406AMGNAmgen Incorporated$2K0.00%HELD
407HSYHershey Company$2K0.00%HELD
408TENBTenable Hldgs$2K0.00%HELD
409RFRegions Finl Corp$2K0.00%HELD
410UPSUnited Parcel Service$2K0.00%HELD
411EWOiShares MSCI Austria Capped ET$2K0.00%HELD
412PGProcter & Gamble Co$2K0.00%HELD
413AMCRAmcor plc$2K0.00%166−80.2%
414KMBKimberly Clark$2K0.00%HELD
415GISGeneral Mills Inc$1K0.00%HELD
416VSATViasat Inc$1K0.00%10−25.0%
417CENXCentury Alum Co$1K0.00%HELD
418DHCDiversified Healthcare Trust$1K0.00%HELD
419EWZiShares Brazil ETF$1K0.00%HELD
420CTVACorteva Inc$1K0.00%HELD
421NVRIEnviri Corporation$1K0.00%HELD
422WHRWhirlpool Corp$1K0.00%HELD
423VLYValley Natl Bancorp$1K0.00%HELD
424BTSGBrightSpring Health Services I$1K0.00%HELD
425VVXV2X, Inc$1K0.00%HELD
426MTCHMatch Group$9830.00%HELD
427TRMBTrimble Navigation Ltd$9780.00%HELD
428DANDana Holding Corp$9760.00%HELD
429MGMistras Group, Inc$9750.00%HELD
430RIGTransocean Ltd$9550.00%HELD
431TWSTTwist Bioscience$9500.00%HELD
432TET1 Energy Inc.$9440.00%HELD
433TPCTutor Perini Cp$9260.00%HELD
434RYAMRayonier Adv Matls Inc$8630.00%+78NEW
435CRSPCRISPR Therapeutics AG$8560.00%HELD
436EBCEastern Bankshares, Inc$8220.00%HELD
437FMCFMC Corp$8090.00%HELD
438CGNTCognyte Software$8020.00%HELD
439PANLPangaea Logistics Solutions, L$8000.00%HELD
440PORPortland Genl Elec$7920.00%HELD
441CGENCompugen$7630.00%HELD
442KODKEastman Kodak Company$7240.00%HELD
443WTTRSelect Water Solutions Inc$7190.00%+47NEW
444TKTeekay Corporation$7080.00%HELD
445NATLNCR Atleos Corp$6970.00%HELD
446GLREGreenlight Capital Re$6920.00%+40NEW
447PLGOFidelis Insurance Holdings$6690.00%+35NEW
448SESea Ltd$6620.00%HELD
449XYZSquare Inc A$6620.00%HELD
450ICHRIchor Holdings$6530.00%+14NEW
451ACTGAcacia Resh Corp$6490.00%+135NEW
452FDPFresh Del Monte$6440.00%HELD
453ZNGAZoom Video$6430.00%HELD
454LUMNLumen Tech Inc$6390.00%HELD
455VSTSVestis Corporation$6290.00%+80NEW
456PACSPACS Group Inn$6100.00%+19NEW
457IACIEURIAC/Interactive Corp$6000.00%HELD
458SBHSally Beauty Hldgs Inc$5820.00%5,258−99.2%
459IHRTIHeart Media Inc$5810.00%+199NEW
460DBIDesigner brnads Inc$5750.00%HELD
461ARVNArvinas Inc$5620.00%+53NEW
462LEGLeggett & Platt$5530.00%+56NEW
463VNDAVanda Pharmaceutical$5460.00%+79NEW
464WOOFPetco Health & Wellness Co Inc$5450.00%+196NEW
465CNOCNO Financial Group$5340.00%+13NEW
466PLXProtalix Biotherapeutics Inc$5120.00%+236NEW
467RXTRackspace Technology Inc$3580.00%+365NEW
468BEAMBeam Therapeutics$3570.00%HELD
469CERSCerus Corp$3490.00%HELD
470SSYSStratasys Ltd$3120.00%HELD
471PATHUiPath Inc$3110.00%HELD
472MTLSMaterialise$2620.00%HELD
473TXG10X Genomics$2550.00%HELD
474UUnity Software$2190.00%HELD
475PDPagerDuty Inc$1990.00%HELD
476NTLAIntellia Therapeutic$1540.00%HELD
477PACBPacific Biosciences$1270.00%HELD
478TDOCTeladoc Inc$820.00%HELD
479Versant Object Tech$740.00%+2NEW
480ANGI1EURAngi Inc$480.00%HELD
481TSPHTuSimple Holdings$180.00%HELD
482Cyberark Soft Corp Act+34NEW
483Walgreens Boots Alliance RightHELD
484BSXBoston Scientific4,495EXITED
485GILDGilead Sciences3,175EXITED
486SPGIS&P Global Inc494EXITED
487PYPLPaypal Holdings Inc4,066EXITED
488RBRKRubrik Inc3,071EXITED
489MDBMongoDB Inc543EXITED
490PPCPilgrim's Pride Corp5,658EXITED
491TYLTyler Technologies470EXITED
492UBERUber Tech2,262EXITED
493DOCSDoximity Inc3,990EXITED
494TROWT Rowe Price Group Inc1,713EXITED
495VEEVVeeva Systems Inc758EXITED
496LYFTLyft Inc5,290EXITED
497SKYWSkyWest Inc803EXITED
498CXMSprinklr Inc7,685EXITED
499CYBRCyberArk Software Ltd34EXITED
500SNDXSyndax Pharmaceuticals Inc308EXITED

Source: SEC EDGAR · accession 0001091860-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.