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Institutional

Callan Family Office, LLC

CIK 0001938970
$4.41B
Reported AUM
1,131
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Callan Family Office, LLC · Q1 2026

AI · grounded in 13F

Callan Family Office, LLC established a new position in AZN valued at $13.09M. The fund significantly increased its holdings in FISV, IEMG, and OXY, with share counts rising 312.03%, 68.02%, and 48.55% respectively. Conversely, the fund reduced its exposure to IWD by 69.48% and trimmed positions in IWF and MSFT.

Portfolio · Q1 2026

NVDAAAPLIVVMSFTVOOGOOGAMZNIEFAOther$2.87BCL

Top holdings· first 500 of 1131

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$170.3M3.86%HELD
2AAPLAPPLE INC$338.19-0.56%67.77%128.17%$150.0M3.40%HELD
3IVVISHARES TR$733.12-1.49%20.42%75.78%$131.1M2.97%HELD
4MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$127.1M2.88%HELD
5VOOVANGUARD INDEX FDS$670.63-1.52%18.74%73.44%$107.4M2.44%HELD
6GOOGALPHABET INC$335.760.95%75.60%130.67%$97.5M2.21%HELD
7AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$94.2M2.14%HELD
8IEFAISHARES TR$96.23-0.54%22.68%48.50%$91.2M2.07%HELD
9GOOGLALPHABET INC$336.710.90%76.51%132.04%$69.3M1.57%HELD
10VTHRVANGUARD SCOTTSDALE FDS$322.61-1.53%20.26%67.53%$64.0M1.45%HELD
11AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$62.6M1.42%HELD
12METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$51.0M1.16%HELD
13LLYELI LILLY & CO$1210.02-0.87%61.25%393.83%$48.7M1.11%HELD
14VVISA INC$368.730.58%9.62%67.02%$40.0M0.91%HELD
15TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%61.05%241.53%$39.0M0.88%HELD
16TSLATESLA INC$298.32-2.97%1.59%25.36%$37.4M0.85%HELD
17SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$34.7M0.79%HELD
18IJHISHARES TR$74.73-1.71%22.47%46.61%$34.0M0.77%HELD
19IWFISHARES TR$114.05-2.09%8.27%64.97%$33.9M0.77%HELD
20QQQINVESCO QQQ TR$661.73-2.04%22.54%83.19%$32.0M0.73%HELD
21ASMLASML HLDG NV$1550.69-2.04%130.99%99.17%$30.5M0.69%HELD
22BRK/BBERKSHIRE HATHAWAY INC DEL$29.9M0.68%HELD
23JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$29.7M0.67%HELD
24NFLXNETFLIX INC.$73.631.71%-36.45%29.36%$27.5M0.62%HELD
25GEGE AEROSPACE$350.63-3.56%30.82%446.84%$27.3M0.62%HELD
26VONVVANGUARD SCOTTSDALE FDS$109.38-1.01%32.79%70.64%$26.6M0.60%HELD
27VOVANGUARD INDEX FDS$80.62-0.90%16.56%41.14%$25.2M0.57%HELD
28IVEISHARES TR$232.36-0.88%21.50%68.96%$24.1M0.55%HELD
29MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$23.1M0.52%HELD
30WMTWALMART INC$114.220.99%16.94%145.72%$22.6M0.51%HELD
31RTXRTX CORPORATION$215.25-1.52%$22.2M0.50%HELD
32IVWISHARES TR$129.28-1.93%$22.0M0.50%HELD
33VTIVANGUARD INDEX FDS$360.42-1.52%$21.7M0.49%HELD
34SCHWSCHWAB CHARLES CORP$104.47-1.42%$21.2M0.48%HELD
35APHAMPHENOL CORP$150.314.49%$20.7M0.47%HELD
36IJRISHARES TR$144.32-1.36%$20.2M0.46%HELD
37COSTCOSTCO WHOLESALE CORPORATION$974.030.77%$19.7M0.45%HELD
38PMPHILIP MORRIS INTL INC$198.44-0.86%$19.1M0.43%HELD
39WMT2WELLS FARGO & CO$18.7M0.42%HELD
40GSGOLDMAN SACHS GROUP INC$980.75-5.09%$17.6M0.40%HELD
41CVXCHEVRON CORPORATION$191.862.28%$17.6M0.40%HELD
42JCIJOHNSON CONTROLS INTERNATION$139.42-0.61%$16.8M0.38%HELD
43MUMICRON TECHNOLOGY INC$739.00-9.94%$16.7M0.38%HELD
44XOMEXXON MOBIL CORP$156.752.42%$16.7M0.38%HELD
45BACBANK AMERICA CORP$61.07-2.48%$16.4M0.37%HELD
46IWRISHARES TR$109.58-1.03%$16.3M0.37%HELD
47NVSNOVARTIS AG$158.83-0.64%$16.3M0.37%HELD
48ISRGINTUITIVE SURGICAL INC$353.10-2.40%$16.2M0.37%HELD
49CORCENCORA INC$318.61-0.30%$16.2M0.37%HELD
50UNHUNITEDHEALTH GROUP INC$420.57-1.92%$16.1M0.36%HELD
51JNJJOHNSON & JOHNSON$265.53-0.45%$15.8M0.36%HELD
52GSKGSK PLC$53.22-0.91%$15.5M0.35%HELD
53LOWLOWES COS INC$215.68-1.17%$15.3M0.35%HELD
54VEAVANGUARD TAX-MANAGED FDS$68.95-0.93%$15.2M0.35%HELD
55ITOTISHARES TR$160.03-1.53%$15.2M0.35%HELD
56IWDISHARES TR$249.52-1.00%$14.8M0.34%HELD
57FDXFEDEX CORP$308.61-1.29%$14.7M0.33%HELD
58SPGIS&P GLOBAL INC$419.64-1.11%$14.6M0.33%HELD
59IWMISHARES TR$288.57-1.64%$14.5M0.33%HELD
60GILDGILEAD SCIENCES INC$132.73-1.18%$14.5M0.33%HELD
61BKBANK NEW YORK MELLON CORP$14.0M0.32%HELD
62VXUSVANGUARD STAR FDS$82.39-1.03%$13.9M0.32%HELD
63CATCATERPILLAR INC$782.71-6.91%$13.6M0.31%HELD
64MRKMERCK & CO INC$130.36-1.11%$13.6M0.31%HELD
65ABBVABBVIE INC$263.300.04%$13.2M0.30%HELD
66IEMGISHARES INC$74.15-2.18%$13.1M0.30%HELD
67AZNASTRAZENECA PLC$173.300.48%$13.1M0.30%HELD
68AMDADVANCED MICRO DEVICES INC$429.56-5.51%$12.4M0.28%HELD
69COFCAPITAL ONE FINL CORP$208.71-1.74%$12.3M0.28%HELD
70SHELSHELL PLC$86.20-0.20%$12.2M0.28%HELD
71MRSHMARSH & MCLENNAN COS INC$197.592.81%$12.2M0.28%HELD
72VWOVANGUARD INTL EQUITY INDEX F$56.92-1.42%$12.1M0.27%HELD
73CVSCVS HEALTH CORP$105.92-3.13%$11.9M0.27%HELD
74AMGNAMGEN INC$387.64-1.39%$11.7M0.27%HELD
75SNYSANOFI SA$44.85-1.52%$11.7M0.27%HELD
76ROSTROSS STORES INC$251.960.37%$11.7M0.26%HELD
77ORCLORACLE CORP$117.74-1.85%$11.5M0.26%HELD
78MDYSTATE STR SPDR S&P MIDCAP 40$681.16-1.70%$11.4M0.26%HELD
79ABTABBOTT LABORATORIES$108.000.68%$11.4M0.26%HELD
80COHRCOHERENT CORP$222.05-8.75%$11.3M0.26%HELD
81PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$11.2M0.25%HELD
82OXYOCCIDENTAL PETE CORP$56.033.89%$11.2M0.25%HELD
83CSCOCISCO SYS INC$112.48-2.68%$10.3M0.23%HELD
84KOCOCA COLA CO$89.080.92%$10.1M0.23%HELD
85EMGFISHARES INC$65.12-1.90%$9.8M0.22%HELD
86AMATAPPLIED MATLS INC$436.45-8.40%$9.7M0.22%HELD
87COPCONOCOPHILLIPS$118.063.47%$9.5M0.22%HELD
88IAUISHARES GOLD TR$76.040.45%$9.5M0.22%HELD
89METMETLIFE INC$97.02-0.48%$9.2M0.21%HELD
90GLDSPDR GOLD TR$371.080.46%$9.2M0.21%HELD
91TMOTHERMO FISHER SCIENTIFIC INC$576.460.01%$9.1M0.21%HELD
92HDHOME DEPOT INC$338.27-1.80%$9.1M0.21%HELD
93LINLINDE PLC$511.170.00%$9.0M0.20%HELD
94SSDSIMPSON MFG INC$189.48-4.44%$9.0M0.20%HELD
95BABOEING CO$214.01-3.41%$8.9M0.20%HELD
96EFAISHARES TR$103.37-0.50%$8.9M0.20%HELD
97AXPAMERICAN EXPRESS CO$331.50-1.52%$8.9M0.20%HELD
98CITHE CIGNA GROUP$296.47-1.52%$8.9M0.20%HELD
99PGPROCTER & GAMBLE CO$146.10-1.87%$8.9M0.20%HELD
100DISDISNEY WALT CO$98.48-0.41%$8.8M0.20%HELD
101EFVISHARES TR$8.7M0.20%HELD
102VNQVANGUARD INDEX FDS$8.6M0.20%HELD
103CMCSACOMCAST CORP NEW$8.6M0.19%HELD
104EMEEMCOR GROUP INC$8.6M0.19%HELD
105APDAIR PRODUCTS AND CHEMICALS I$8.5M0.19%HELD
106RBCRBC BEARINGS INC$8.4M0.19%HELD
107AONAON PLC$8.3M0.19%HELD
108BLKBLACKROCK INC$8.2M0.19%HELD
109GOLFACUSHNET HLDGS CORP$8.1M0.18%HELD
110TTCTORO CO$8.1M0.18%HELD
111GWWWW GRAINGER INC$8.1M0.18%HELD
112CEGCONSTELLATION ENERGY CORP$8.1M0.18%HELD
113SHOPSHOPIFY INC$7.9M0.18%HELD
114IJKISHARES TR$7.9M0.18%HELD
115TXNTEXAS INSTRS INC$7.9M0.18%HELD
116PRIPRIMERICA INC$7.9M0.18%HELD
117FCNFTI CONSULTING INC$7.6M0.17%HELD
118SAPSAP SE$7.6M0.17%HELD
119LRCXLAM RESEARCH CORP$7.6M0.17%HELD
120WTSWATTS WATER TECHNOLOGIES INC$7.5M0.17%HELD
121CRWDCROWDSTRIKE HLDGS INC$7.5M0.17%HELD
122ORLYOREILLY AUTOMOTIVE INC$7.5M0.17%HELD
123HLNHALEON PLC$7.4M0.17%HELD
124BKRBAKER HUGHES COMPANY$7.3M0.17%HELD
125BUDANHEUSER BUSCH INBEV SA NV$7.3M0.17%HELD
126KLACKLA CORP$7.3M0.17%HELD
127GEVGE VERNOVA INC$7.3M0.17%HELD
128NSCNORFOLK SOUTHN CORP$7.3M0.16%HELD
129LMTLOCKHEED MARTIN CORP$7.2M0.16%HELD
130TMUST-MOBILE US INC$7.2M0.16%HELD
131BPREBLUEROCK PVT REAL ESTATE FD$7.2M0.16%HELD
132TTETOTALENERGIES SE$7.2M0.16%HELD
133SPOTSPOTIFY TECHNOLOGY S A$7.2M0.16%HELD
134TELTE CONNECTIVITY PLC$7.1M0.16%HELD
135WMBWILLIAMS COS INC$7.1M0.16%HELD
136MCHPMICROCHIP TECHNOLOGY INC.$7.0M0.16%HELD
137DVYISHARES TR$7.0M0.16%HELD
138REGNREGENERON PHARMACEUTICALS$7.0M0.16%HELD
139EEMISHARES TR$7.0M0.16%HELD
140ETNEATON CORP PLC$6.9M0.16%HELD
141BHPBHP BILLITON LIMITED$6.9M0.16%HELD
142BBVABANCO BILBAO VIZCAYA ARGENTA$6.8M0.15%HELD
143VRTXVERTEX PHARMACEUTICALS INC$6.8M0.15%HELD
144APPAPPLOVIN CORP$6.8M0.15%HELD
145WDCWESTERN DIGITAL CORP$6.7M0.15%HELD
146STTSTATE STR CORP$6.7M0.15%HELD
147EFGISHARES TR$6.7M0.15%HELD
148FISVFISERV INC$6.6M0.15%HELD
149HSBCHSBC HLDGS PLC$6.6M0.15%HELD
150SANBANCO SANTANDER SA$6.5M0.15%HELD
151UNPUNION PAC CORP$6.5M0.15%HELD
152ACNACCENTURE PLC IRELAND$6.5M0.15%HELD
153MCDMCDONALDS CORP$6.4M0.14%HELD
154BCSBARCLAYS PLC$6.4M0.14%HELD
155BKNGBOOKING HOLDINGS INC$6.2M0.14%HELD
156JKHYHENRY JACK & ASSOC INC$6.2M0.14%HELD
157ZBHZIMMER BIOMET HOLDINGS INC$6.2M0.14%HELD
158TJXTJX COS INC NEW$6.1M0.14%HELD
159GGGGRACO INC$6.1M0.14%HELD
160FLOTISHARES TR$6.1M0.14%HELD
161VTIPVANGUARD MALVERN FDS$6.1M0.14%HELD
162INTUINTUIT$6.1M0.14%HELD
163MSMORGAN STANLEY$6.0M0.14%HELD
164CDNSCADENCE DESIGN SYSTEM INC$6.0M0.14%HELD
165VSTVISTRA CORP$6.0M0.14%HELD
166CCITIGROUP INC$6.0M0.14%HELD
167LSTRLANDSTAR SYS INC$5.8M0.13%HELD
168NOWSERVICENOW INC$5.8M0.13%HELD
169WELLWELLTOWER INC$5.8M0.13%HELD
170GSGISHARES S&P GSCI COMMODITY-$5.8M0.13%HELD
171HLTHILTON WORLDWIDE HLDGS INC$5.8M0.13%HELD
172ADPAUTOMATIC DATA PROCESSING IN$5.8M0.13%HELD
173TIPISHARES TR$5.7M0.13%HELD
174GLWCORNING INC$5.7M0.13%HELD
175MCKMCKESSON CORP$5.6M0.13%HELD
176IBPINSTALLED BLDG PRODS INC$5.6M0.13%HELD
177BXBLACKSTONE INC$5.5M0.13%HELD
178UBSUBS GROUP AG$5.4M0.12%HELD
179GEHCGE HEALTHCARE TECHNOLOGIES I$5.4M0.12%HELD
180NEENEXTERA ENERGY INC$5.4M0.12%HELD
181RIORIO TINTO PLC$5.4M0.12%HELD
182GNRSPDR INDEX SHS FDS$5.4M0.12%HELD
183MUFGMITSUBISHI UFJ FINANCIAL GRO$5.3M0.12%HELD
184ADIANALOG DEVICES INC$5.3M0.12%HELD
185SONYSONY GROUP CORP$5.3M0.12%HELD
186CRMSALESFORCE INC$5.2M0.12%HELD
187SBACSBA COMMUNICATIONS CORP$5.2M0.12%HELD
188DHRDANAHER CORP DEL$5.2M0.12%HELD
189FTVFORTIVE CORP$5.1M0.12%HELD
190CARRCARRIER GLOBAL CORPORATION$5.0M0.11%HELD
191SMFGSUMITOMO MITSUI FIN GRP INC$5.0M0.11%HELD
192MARMARRIOTT INTL INC NEW$5.0M0.11%HELD
193SYYSYSCO CORP$5.0M0.11%HELD
194PANWPALO ALTO NETWORKS INC$4.9M0.11%HELD
195IBMINTERNATIONAL BUSINESS MACHS$4.9M0.11%HELD
196IFFINTERNATIONAL FLAVORS&FRAGRA$4.9M0.11%HELD
197RLIRLI CORP$4.9M0.11%HELD
198ADBEADOBE INC$4.8M0.11%HELD
199TAT&T INC$4.8M0.11%HELD
200FITBFIFTH THIRD BANCORP$4.8M0.11%HELD
201DBDEUTSCHE BK AG$4.7M0.11%HELD
202HONHONEYWELL INTL INC$4.7M0.11%HELD
203FIXCOMFORT SYS USA INC$4.7M0.11%HELD
204IGFISHARES TR$4.7M0.11%HELD
205MCMOELIS & CO$4.6M0.11%HELD
206EWEDWARDS LIFESCIENCES CORP$4.5M0.10%HELD
207EQIXEQUINIX INC$4.5M0.10%HELD
208ACWIISHARES TR$4.5M0.10%HELD
209NVONOVO-NORDISK A S$4.4M0.10%HELD
210INGING GROEP N.V.$4.4M0.10%HELD
211AJGGALLAGHER ARTHUR J & CO$4.4M0.10%HELD
212ICEINTERCONTINENTAL EXCHANGE IN$4.4M0.10%HELD
213CHTRCHARTER COMMUNICATIONS INC$4.3M0.10%HELD
214TMTOYOTA MOTOR CORP$4.3M0.10%HELD
215POOLPOOL CORP$4.3M0.10%HELD
216KAIKADANT INC$4.3M0.10%HELD
217PEPPEPSICO INC$4.2M0.10%HELD
218CMECME GROUP INC$4.2M0.10%HELD
219CBCHUBB LTD SWITZ$4.2M0.10%HELD
220EENI SPA$4.2M0.10%HELD
221UBERUBER TECHNOLOGIES INC$4.1M0.09%HELD
222VONGVANGUARD SCOTTSDALE FDS$4.1M0.09%HELD
223MUSAMURPHY USA INC$4.1M0.09%HELD
224BNBROOKFIELD CORP$4.0M0.09%HELD
225SOSOUTHERN CO$4.0M0.09%HELD
226FISFIDELITY NATL INFORMATION SV$4.0M0.09%HELD
227HDBHDFC BANK LTD$4.0M0.09%HELD
228ELANELANCO ANIMAL HEALTH INC$3.9M0.09%HELD
229NOCNORTHROP GRUMMAN CORP$3.9M0.09%HELD
230SBUXSTARBUCKS CORP$3.9M0.09%HELD
231FHBFIRST HAWAIIAN INC$3.9M0.09%HELD
232MDTMEDTRONIC PLC$3.8M0.09%HELD
233WMWASTE MGMT INC DEL$3.8M0.09%HELD
234PHGKONINKLIJKE PHILIPS N V$3.8M0.09%HELD
235DCIDONALDSON INC$3.7M0.09%HELD
236MFGMIZUHO FINANCIAL GROUP INC$3.7M0.08%HELD
237NGGNATIONAL GRID PLC$3.7M0.08%HELD
238UFPIUFP INDUSTRIES INC$3.7M0.08%HELD
239BTIBRITISH AMERN TOB PLC$3.7M0.08%HELD
240DDOGDATADOG INC$3.6M0.08%HELD
241MPCMARATHON PETE CORP$3.6M0.08%HELD
242VZVERIZON COMMUNICATIONS INC$3.6M0.08%HELD
243QCOMQUALCOMM INC$3.6M0.08%HELD
244BANFBANCFIRST CORP$3.6M0.08%HELD
245NEMNEWMONT CORP$3.6M0.08%HELD
246BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.08%HELD
247AZOAUTOZONE INC$3.6M0.08%HELD
248DEDEERE & CO$3.5M0.08%HELD
249TDYTELEDYNE TECHNOLOGIES INC$3.5M0.08%HELD
250TRUTRANSUNION$3.4M0.08%HELD
251VRTVERTIV HOLDINGS CO$3.4M0.08%HELD
252CRVLCORVEL CORP$3.3M0.08%HELD
253SESEA LTD$3.3M0.08%HELD
254CTVACORTEVA INC$3.3M0.08%HELD
255PFEPFIZER INC$3.3M0.08%HELD
256KRKROGER CO$3.3M0.07%HELD
257PLDPROLOGIS INC.$3.3M0.07%HELD
258INTCINTEL CORP$3.3M0.07%HELD
259MSCIMSCI INC$3.3M0.07%HELD
260DARDARLING INGREDIENTS INC$3.2M0.07%HELD
261ETRENTERGY CORP NEW$3.2M0.07%HELD
262AMPAMERIPRISE FINL INC$3.2M0.07%HELD
263EMREMERSON ELEC CO$3.1M0.07%HELD
264IXORIX CORP$3.1M0.07%HELD
265KEYSKEYSIGHT TECHNOLOGIES INC$3.1M0.07%HELD
266ECLECOLAB INC$3.1M0.07%HELD
267SNOWSNOWFLAKE INC$3.1M0.07%HELD
268ABNBAIRBNB INC$3.1M0.07%HELD
269PHPARKER-HANNIFIN CORP$3.1M0.07%HELD
270TAKTAKEDA PHARMACEUTICAL CO LTD$3.0M0.07%HELD
271DIASTATE STR SPDR DOW JONES IND$3.0M0.07%HELD
272SYKSTRYKER CORPORATION$3.0M0.07%HELD
273PGRPROGRESSIVE CORP$3.0M0.07%HELD
274AMTAMERICAN TOWER CORP$3.0M0.07%HELD
275LCIILCI INDS$3.0M0.07%HELD
276EBAYEBAY INC.$2.9M0.07%HELD
277FMXFOMENTO ECONOMICO MEXICANO S$2.9M0.07%HELD
278HWKNHAWKINS INC$2.9M0.07%HELD
279ULUNILEVER PLC$2.9M0.07%HELD
280ANETARISTA NETWORKS INC$2.8M0.06%HELD
281PNCPNC FINL SVCS GROUP INC$2.8M0.06%HELD
282STXSEAGATE TECHNOLOGY HLDNGS PL$2.8M0.06%HELD
283LYVLIVE NATION ENTERTAINMENT IN$2.8M0.06%HELD
284RCLROYAL CARIBBEAN GROUP$2.8M0.06%HELD
285BPBP PLC$2.8M0.06%HELD
286LHXL3HARRIS TECHNOLOGIES INC$2.8M0.06%HELD
287BRBROADRIDGE FINL SOLUTIONS IN$2.8M0.06%HELD
288MODMODINE MFG CO$2.8M0.06%HELD
289CMICUMMINS INC$2.7M0.06%HELD
290BMYBRISTOL-MYERS SQUIBB CO$2.7M0.06%HELD
291CRHCRH PLC$2.7M0.06%HELD
292WRBBERKLEY W R CORP$2.7M0.06%HELD
293RSGREPUBLIC SVCS INC$2.6M0.06%HELD
294APAMARTISAN PARTNERS ASSET MGMT$2.6M0.06%HELD
295MOALTRIA GROUP INC$2.6M0.06%HELD
296ZTSZOETIS INC$2.6M0.06%HELD
297NETCLOUDFLARE INC$2.5M0.06%HELD
298GMGENERAL MTRS CO$2.5M0.06%HELD
299MFCMANULIFE FINL CORP$2.5M0.06%HELD
300GDGENERAL DYNAMICS CORP$2.5M0.06%HELD
301DUKDUKE ENERGY CORP NEW$2.5M0.06%HELD
302XLKSELECT SECTOR SPDR TR$2.4M0.06%HELD
303IDXXIDEXX LABS INC$2.4M0.06%HELD
304FANGDIAMONDBACK ENERGY INC$2.4M0.05%HELD
305RELXRELX PLC$2.4M0.05%HELD
306MANHMANHATTAN ASSOCIATES INC$2.4M0.05%HELD
307HPQHP INC$2.4M0.05%HELD
308APGAPI GROUP CORP$2.4M0.05%HELD
309SCHXSCHWAB STRATEGIC TR$2.4M0.05%HELD
310MCOMOODYS CORP$2.4M0.05%HELD
311AFLAFLAC INC$2.4M0.05%HELD
312SHWSHERWIN WILLIAMS CO$2.4M0.05%HELD
313TTTRANE TECHNOLOGIES PLC$2.4M0.05%HELD
314WSOWATSCO INC$2.3M0.05%HELD
315CTASCINTAS CORP$2.3M0.05%HELD
316AEPAMERICAN ELEC PWR CO INC$2.3M0.05%HELD
317CPCANADIAN PACIFIC KANSAS CITY$2.3M0.05%HELD
318CAHCARDINAL HEALTH INC$2.3M0.05%HELD
319NWGNATWEST GROUP PLC$2.3M0.05%HELD
320EAELECTRONIC ARTS INC$2.3M0.05%HELD
321SNPSSYNOPSYS INC$2.3M0.05%HELD
322PBR/APETROLEO BRASILEIRO S A$2.3M0.05%HELD
323CMGCHIPOTLE MEXICAN GRILL INC$2.2M0.05%HELD
324SRESEMPRA$2.2M0.05%HELD
325RMDRESMED INC$2.2M0.05%HELD
326FCXFREEPORT MCMORAN INC$2.2M0.05%HELD
327SEICSEI INVTS CO$2.2M0.05%HELD
328ITWILLINOIS TOOL WKS INC$2.2M0.05%HELD
329QUREQUANTA SVCS INC$2.2M0.05%HELD
330USBUS BANCORP$2.2M0.05%HELD
331REETISHARES TR$2.2M0.05%HELD
332LITELUMENTUM HLDGS INC$2.2M0.05%HELD
333GNRCGENERAC HLDGS INC$2.2M0.05%HELD
334RACEFERRARI N V$2.2M0.05%HELD
335MDLZMONDELEZ INTL INC$2.2M0.05%HELD
336MSIMOTOROLA SOLUTIONS INC$2.1M0.05%HELD
337ABEVAMBEV SA$2.1M0.05%HELD
338HCAHCA HEALTHCARE INC$2.1M0.05%HELD
339TDGTRANSDIGM GROUP INC$2.1M0.05%HELD
340AWIARMSTRONG WORLD INDS INC NEW$2.1M0.05%HELD
341CCL1EURCARNIVAL CORP$2.1M0.05%HELD
342URIUNITED RENTALS INC$2.1M0.05%HELD
343SPGSIMON PPTY GROUP INC NEW$2.1M0.05%HELD
344DALDELTA AIR LINES INC$2.1M0.05%HELD
345DHID R HORTON INC$2.1M0.05%HELD
346AGCOAGCO CORP$2.1M0.05%HELD
347AXONAXON ENTERPRISE INC$2.0M0.05%HELD
348VBVANGUARD INDEX FDS$2.0M0.05%HELD
349PAYXPAYCHEX INC$2.0M0.05%HELD
350CSXCSX CORP$2.0M0.05%HELD
351LPLALPL FINL HLDGS INC$2.0M0.05%HELD
352CNQCANADIAN NAT RES LTD MED TER$2.0M0.05%HELD
353IEXIDEX CORP$2.0M0.05%HELD
354BCOBRINKS CO$2.0M0.04%HELD
355BABAALIBABA GROUP HLDG LTD$2.0M0.04%HELD
356ACGLARCH CAP GROUP LTD$2.0M0.04%HELD
357BWXTBWX TECHNOLOGIES INC$2.0M0.04%HELD
358STMSTMICROELECTRONICS N V$2.0M0.04%HELD
359IHGINTERCONTINENTAL HOTELS GROU$2.0M0.04%HELD
360MMM3M CO$2.0M0.04%HELD
361SLBSLB LIMITED$2.0M0.04%HELD
362BSXBOSTON SCIENTIFIC CORP$2.0M0.04%HELD
363SNDKSANDISK CORP$2.0M0.04%HELD
364AIGAMERICAN INTL GROUP INC$1.9M0.04%HELD
365EATBRINKER INTL INC$1.9M0.04%HELD
366MPWRMONOLITHIC PWR SYS INC$1.9M0.04%HELD
367SMMDISHARES TR$1.9M0.04%HELD
368USPHU S PHYSICAL THERAPY$1.9M0.04%HELD
369CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.9M0.04%HELD
370TEVATEVA PHARMACEUTICAL INDS LTD$1.9M0.04%HELD
371HMCHONDA MOTOR CO LTD$1.9M0.04%HELD
372FERGFERGUSON ENTERPRISES INC$1.9M0.04%HELD
373TRVTRAVELERS COMPANIES INC$1.9M0.04%HELD
374SUNBSUNBELT RENTALS HOLDINGS INC$1.9M0.04%HELD
375MRVLMARVELL TECHNOLOGY INC$1.9M0.04%HELD
376TRMBTRIMBLE INC$1.9M0.04%HELD
377AAGILENT TECHNOLOGIES INC$1.9M0.04%HELD
378PEGPUBLIC SVC ENTERPRISE GROUP$1.8M0.04%HELD
379TFCTRUIST FINL CORP$1.8M0.04%HELD
380YUMYUM BRANDS INC$1.8M0.04%HELD
381BAPCREDICORP LTD$1.8M0.04%HELD
382BURLBURLINGTON STORES INC$1.8M0.04%HELD
383NRGNRG ENERGY INC$1.8M0.04%HELD
384TMLPTORTOISE CAPITAL SERIES TRUS$1.8M0.04%HELD
385BDCBELDEN INC$1.8M0.04%HELD
386WABWABTEC$1.8M0.04%HELD
387EOGEOG RES INC$1.8M0.04%HELD
388MELIMERCADOLIBRE INC$1.8M0.04%HELD
389DELLDELL TECHNOLOGIES INC$1.8M0.04%HELD
390VMIVALMONT INDS INC$1.8M0.04%HELD
391PSXPHILLIPS 66$1.8M0.04%HELD
392MLMMARTIN MARIETTA MATLS INC$1.8M0.04%HELD
393IBNICICI BANK LIMITED$1.7M0.04%HELD
394CSLCARLISLE COS INC$1.7M0.04%HELD
395TRGPTARGA RES CORP$1.7M0.04%HELD
396EQTEQT CORP$1.7M0.04%HELD
397MSAMSA SAFETY INC$1.7M0.04%HELD
398ROADCONSTRUCTION PARTNERS INC$1.7M0.04%HELD
399ADSKAUTODESK INC$1.7M0.04%HELD
400IWSISHARES TR$1.7M0.04%HELD
401TYLTYLER TECHNOLOGIES INC$1.7M0.04%HELD
402OSKOSHKOSH CORP$1.7M0.04%HELD
403LNGCHENIERE ENERGY INC$1.7M0.04%HELD
404NICENICE LTD$1.7M0.04%HELD
405ATOATMOS ENERGY CORP$1.7M0.04%HELD
406CHRWC H ROBINSON WORLDWIDE IN$1.7M0.04%HELD
407MKLMARKEL GROUP INC$1.6M0.04%HELD
408CIBRFIRST TR EXCHANGE-TRADED FD$1.6M0.04%HELD
409RYAAYRYANAIR HOLDINGS PLC$1.6M0.04%HELD
410SPYGSPDR SERIES TRUST$1.6M0.04%HELD
411AVTRAVANTOR INC$1.6M0.04%HELD
412VMCVULCAN MATLS CO$1.6M0.04%HELD
413SLVISHARES SILVER TR$1.6M0.04%HELD
414WCNWASTE CONNECTIONS INC$1.6M0.04%HELD
415XELXCEL ENERGY INC$1.6M0.04%HELD
416TLKTELEKOMUNIKASI IND$1.6M0.04%HELD
417XLESELECT SECTOR SPDR TR$1.6M0.04%HELD
418NVMINOVA LTD$1.6M0.04%HELD
419JJACOBS SOLUTIONS INC$1.6M0.04%HELD
420LYGLLOYDS BANKING GROUP PLC$1.6M0.04%HELD
421USFDUS FOODS HLDG CORP$1.6M0.04%HELD
422HWMHOWMET AEROSPACE INC$1.6M0.04%HELD
423IQVIQVIA HLDGS INC$1.6M0.04%HELD
424ERICTELEFONAKTIEBOLAGET LM ERICS$1.6M0.04%HELD
425AVYAVERY DENNISON CORP$1.6M0.04%HELD
426EMBJEMBRAER S.A.$1.5M0.04%HELD
427DEODIAGEO PLC$1.5M0.03%HELD
428EXPEEXPEDIA GROUP INC$1.5M0.03%HELD
429ROPROPER TECHNOLOGIES INC$1.5M0.03%HELD
430NKENIKE INC$1.5M0.03%HELD
431TGTTARGET CORP$1.5M0.03%HELD
432FOXAFOX CORP$1.5M0.03%HELD
433ALLALLSTATE CORP$1.5M0.03%HELD
434BOOTBOOT BARN HLDGS INC$1.5M0.03%HELD
435CFGCITIZENS FINL GROUP INC$1.5M0.03%HELD
436VIGVANGUARD SPECIALIZED FUNDS$1.5M0.03%HELD
437CIENCIENA CORP$1.5M0.03%HELD
438CECELANESE CORP DEL$1.5M0.03%HELD
439NUNU HLDGS LTD$1.5M0.03%HELD
440GFIGOLD FIELDS LTD$1.5M0.03%HELD
441MNSTMONSTER BEVERAGE CORP NEW$1.5M0.03%HELD
442IRINGERSOLL RAND INC$1.5M0.03%HELD
443OREALTY INCOME CORP$1.5M0.03%HELD
444IWBISHARES TR$1.5M0.03%HELD
445GMABGENMAB A/S$1.5M0.03%HELD
446TSEMTOWER SEMICONDUCTOR LTD$1.5M0.03%HELD
447ACWXISHARES TR$1.5M0.03%HELD
448CACICACI INTL INC$1.5M0.03%HELD
449HALHALLIBURTON CO$1.5M0.03%HELD
450NTAPNETAPP INC$1.4M0.03%HELD
451CNPCENTERPOINT ENERGY INC$1.4M0.03%HELD
452ARGXARGENX SE$1.4M0.03%HELD
453DLRDIGITAL RLTY TR INC$1.4M0.03%HELD
454PNFPPINNACLE FINL PARTNERS INC$1.4M0.03%HELD
455TKRTIMKEN CO$1.4M0.03%HELD
456FLEXFLEXTRONICS INTL LTD$1.4M0.03%HELD
457FEFIRSTENERGY CORP$1.4M0.03%HELD
458JLLJONES LANG LASALLE INC$1.4M0.03%HELD
459ESLTELBIT SYS LTD$1.4M0.03%HELD
460RSPINVESCO EXCHANGE TRADED FD T$1.4M0.03%HELD
461TERTERADYNE INC$1.4M0.03%HELD
462SHGSHINHAN FINANCIAL GROUP CO L$1.4M0.03%HELD
463AMXAMERICA MOVIL SAB DE CV$1.4M0.03%HELD
464KGCKINROSS GOLD CORP$1.4M0.03%HELD
465TSTENARIS S A$1.4M0.03%HELD
466PUKPRUDENTIAL PLC$1.4M0.03%HELD
467FTNTFORTINET INC$1.4M0.03%HELD
468JAZZJAZZ PHARMACEUTICALS PLC$1.4M0.03%HELD
469SNXTD SYNNEX CORPORATION$1.4M0.03%HELD
470FASTFASTENAL CO$1.4M0.03%HELD
471SCISERVICE CORP INTL$1.4M0.03%HELD
472GDDYGODADDY INC$1.4M0.03%HELD
473STLDSTEEL DYNAMICS INC$1.4M0.03%HELD
474VRSKVERISK ANALYTICS INC$1.4M0.03%HELD
475FHNFIRST HORIZON CORPORATION$1.4M0.03%HELD
476TXTTEXTRON INC$1.3M0.03%HELD
477WSTWEST PHARMACEUTICAL SVSC INC$1.3M0.03%HELD
478DTEDTE ENERGY CO$1.3M0.03%HELD
479SPYVSPDR SERIES TRUST$1.3M0.03%HELD
480CBRECBRE GROUP INC$1.3M0.03%HELD
481ALCALCON AG$1.3M0.03%HELD
482UMCUNITED MICROELECTRONICS CORP$1.3M0.03%HELD
483OEFISHARES TR$1.3M0.03%HELD
484SNNSMITH & NEPHEW PLC$1.3M0.03%HELD
485NMRNOMURA HLDGS INC$1.3M0.03%HELD
486NTESNETEASE COM INC$1.3M0.03%HELD
487UALUNITED AIRLS HLDGS INC$1.3M0.03%HELD
488AXSAXIS CAP HLDGS LTD$1.3M0.03%HELD
489CASYCASEYS GEN STORES INC$1.3M0.03%HELD
490IMOIMPERIAL OIL LTD$1.3M0.03%HELD
491FUTUFUTU HLDGS LTD$1.3M0.03%HELD
492VTRVENTAS INC$1.3M0.03%HELD
493CTRACOTERRA ENERGY INC$1.3M0.03%HELD
494TXRHTEXAS ROADHOUSE INC$1.3M0.03%HELD
495HBANHUNTINGTON BANCSHARES INC$1.3M0.03%HELD
496VOEVANGUARD INDEX FDS$1.3M0.03%HELD
497LPXLOUISIANA PAC CORP$1.3M0.03%HELD
498BAHBOOZ ALLEN HAMILTON HLDG COR$1.3M0.03%HELD
499ILMNILLUMINA INC$1.2M0.03%HELD
500AMGAFFILIATED MANAGERS GROUP$1.2M0.03%HELD

Source: SEC EDGAR · accession 0001938970-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.