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Institutional

CERTUITY, LLC

CIK 0001800752
$2.03B
Reported AUM
672
Positions
Q2 2026
Period
2026-07-28
Filed

Editorial summary

Summary for CERTUITY, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

MU$311.4MC$118.5MAAPLVOOGEOMFIVVNVDAINTCMSOther$1.01BCL

Top holdings· first 500 of 672

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MUMICRON TECHNOLOGY INC COM$791.937.16%662.58%1011.70%$311.4M15.34%HELD
2CCITIGROUP INC COM NEW$130.102.34%41.58%108.64%$118.5M5.84%HELD
3AAPLAPPLE INC$333.11-1.50%67.77%128.17%$88.3M4.35%HELD
4VOOVANGUARD S&P 500 ETF$676.220.83%18.74%73.44%$77.7M3.83%HELD
5GEGENERAL ELECTRIC CO COM$350.51-0.03%30.82%446.84%$69.5M3.43%HELD
6OMFONEMAIN HLDGS INC COM$62.10-1.33%21.59%64.26%$56.8M2.80%HELD
7IVVISHARES CORE S&P 500 ETF$739.090.81%20.00%75.17%$55.5M2.74%HELD
8NVDANVIDIA CORP COM$192.211.16%9.52%751.61%$54.4M2.68%HELD
9INTCINTEL CORP COM$87.576.95%324.03%64.44%$45.9M2.26%HELD
10MSMORGAN STANLEY COM NEW$206.891.85%48.54%126.84%$42.9M2.11%HELD
11SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$33.460.66%14.36%75.82%$35.1M1.73%HELD
12FLGNEW YORK CMNTY BANCORP INC COM$14.241.17%27.58%-55.19%$31.7M1.56%HELD
13BACBK OF AMERICA CORP COM$61.560.80%37.29%66.09%$28.8M1.42%HELD
14GOOGLALPHABET INC CAP STK CL A$335.21-0.45%76.18%131.67%$28.2M1.39%HELD
15WMT2WELLS FARGO CO NEW COM$25.8M1.27%HELD
16QQQINVESCO QQQ TRUST$674.291.90%20.05%79.46%$25.3M1.25%HELD
17PNCPNC FINL SVCS GROUP INC COM$248.40-0.04%38.08%56.23%$25.2M1.24%HELD
18AMZNAMAZON.COM INC COM$233.092.84%5.54%30.60%$22.3M1.10%HELD
19MSFTMICROSOFT CORP COM$435.1711.43%-24.89%34.54%$21.9M1.08%HELD
20IJRISHARES S&P SMALL-CAP FUND$145.700.96%34.80%39.06%$20.9M1.03%HELD
21FFORD MTR CO DEL COM$14.95-2.13%48.18%58.20%$18.8M0.93%HELD
22SPYSPDR S&P 500 ETF$735.400.81%18.63%72.84%$17.5M0.86%HELD
23NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND$65.220.25%13.57%30.85%$17.4M0.86%HELD
24FCXFREEPORT-MCMORAN INC CL B$61.993.33%51.47%76.63%$16.0M0.79%HELD
25VEAVANGUARD FTSE DEVELOPED MARKETS ETF$70.111.68%26.64%53.50%$15.4M0.76%HELD
26XOMEXXON MOBIL CORP COM$155.24-0.96%47.33%239.93%$14.4M0.71%HELD
27VZVERIZON COMMUNICATIONS INC COM$46.67-1.16%16.40%16.53%$13.6M0.67%HELD
28IWDISHARES RUSSELL 1000 VALUE ETF$249.650.05%31.56%68.43%$13.6M0.67%HELD
29GOOGALPHABET INC CAP STK CL C$334.00-0.52%77.27%132.86%$13.5M0.66%HELD
30WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST$105.18-0.97%26.16%87.55%$12.6M0.62%HELD
31METAMETA PLATFORMS INC CL A$532.52-9.07%$12.5M0.62%HELD
32VTIVANGUARD TOTAL STOCK MARKET INDEX FUND$363.370.82%$12.4M0.61%HELD
33IYWISHARES U.S. TECHNOLOGY ETF$232.982.48%$11.6M0.57%HELD
34VWOVANGUARD FTSE EMERGING MARKETS ETF$57.621.23%$11.4M0.56%HELD
35PANWPALO ALTO NETWORKS INC COM$316.620.79%$10.3M0.51%HELD
36DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND$95.500.37%$10.0M0.50%HELD
37BABOEING CO COM$213.66-0.16%$9.6M0.47%HELD
38LRCXLAM RESEARCH CORP COM$303.4420.25%$9.1M0.45%HELD
39BILSPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF$91.650.02%$9.1M0.45%HELD
40SCHVSCHWAB U.S. LARGE-CAP VALUE ETF$33.990.67%$9.0M0.44%HELD
41DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$47.400.00%$8.9M0.44%HELD
42EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND$44.090.39%$7.4M0.37%HELD
43BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$7.4M0.36%HELD
44AVGOBROADCOM INC COM$379.112.37%$7.1M0.35%HELD
45IWFISHARES RUSSELL 1000 GROWTH ETF$115.791.52%$7.1M0.35%HELD
46AMDADVANCED MICRO DEVICES INC COM$461.227.37%$6.9M0.34%HELD
47BMYBRISTOL-MYERS SQUIBB CO COM$62.74-0.56%$6.7M0.33%HELD
48TSLATESLA INC COM$302.461.39%$6.5M0.32%HELD
49OBDCOWL ROCK CAPITAL CORPORATION COM$10.850.65%$6.1M0.30%HELD
50TAT&T INC COM$23.44-2.09%$6.1M0.30%HELD
51PHYSSPROTT PHYSICAL GOLD TRUST UNIT$30.850.92%$5.9M0.29%HELD
52CSCOCISCO SYS INC COM$111.87-0.54%$5.7M0.28%HELD
53ANETARISTA NETWORKS INC COM$166.355.30%$5.5M0.27%HELD
54VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND$111.683.22%$5.4M0.27%HELD
55JPMJPMORGAN CHASE & CO COM$348.311.04%$5.4M0.27%HELD
56XLVHEALTH CARE SELECT SECTOR SPDR FUND$162.97-1.97%$5.3M0.26%HELD
57VVISA INC$365.00-1.01%$5.2M0.26%HELD
58CATCATERPILLAR INC DEL COM$808.803.33%$5.1M0.25%HELD
59IWMISHARES RUSSELL 2000 ETF$291.340.96%$4.9M0.24%HELD
60VIOOVANGUARD S&P SMALL-CAP 600 ETF$133.80-1.38%$4.8M0.24%HELD
61SPYMSPDR PORTFOLIO S&P 500 ETF$86.570.75%$4.7M0.23%HELD
62UBERUBER TECHNOLOGIES INC COM$69.67-2.15%$4.7M0.23%HELD
63ACWXISHARES MSCI ACWI EX US INDEX FUND$74.511.83%$4.2M0.21%HELD
64IEFAISHARES CORE MSCI EAFE ETF$97.671.49%$4.2M0.21%HELD
65MAMASTERCARD INC CL A$578.952.77%$4.2M0.21%HELD
66DOWDOW INC COM$30.16-0.95%$4.2M0.20%HELD
67IWVISHARES RUSSELL 3000 ETF$415.81-1.46%$4.1M0.20%HELD
68PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR$18.740.78%$4.0M0.20%HELD
69JNJJOHNSON & JOHNSON COM$258.72-2.56%$3.8M0.19%HELD
70GLDSPDR GOLD SHARES$374.270.86%$3.8M0.19%HELD
71VRTXVERTEX PHARMACEUTICALS INC COM$479.86-0.72%$3.7M0.18%HELD
72CVXCHEVRON CORP NEW COM$189.91-1.02%$3.7M0.18%HELD
73WMTWALMART INC COM$112.44-1.55%$3.7M0.18%HELD
74TYGTORTOISE ENERGY INFRA CORP COM$42.51-0.32%$3.6M0.18%HELD
75RIVNRIVIAN AUTOMOTIVE INC COM CL A$16.27-0.34%$3.6M0.18%HELD
76PFEPFIZER INC$24.73-1.67%$3.6M0.18%HELD
77ABBVABBVIE INC$257.17-2.33%$3.5M0.17%HELD
78IWBISHARES RUSSELL 1000 ETF$402.560.82%$3.3M0.16%HELD
79ABRARBOR REALTY TRUST INC COM$5.05-0.69%$3.3M0.16%HELD
80RFREGIONS FINANCIAL CORP NEW COM$30.83-0.36%$3.2M0.16%HELD
81XLKTECHNOLOGY SELECT SECTOR SPDR FUND$172.703.68%$3.1M0.15%HELD
82TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$391.254.43%$3.0M0.15%HELD
83LLYLILLY ELI & CO COM$1210.02-0.87%$3.0M0.15%HELD
84SCHFSCHWAB INTERNATIONAL EQUITY ETF$27.201.74%$3.0M0.15%HELD
85INCYINCYTE CORP COM$125.89-0.95%$2.9M0.15%HELD
86CRWDCROWDSTRIKE HLDGS INC CL A$181.171.00%$2.8M0.14%HELD
87RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF$80.410.75%$2.8M0.14%HELD
88SHOPSHOPIFY INC CL A$124.93-3.28%$2.8M0.14%HELD
89MRVLMARVELL TECHNOLOGY GROUP LTD ORD$177.328.52%$2.7M0.13%HELD
90SYFSYNCHRONY FINANCIAL COM$74.76-0.27%$2.7M0.13%HELD
91SGSWEETGREEN INC COM CL A$6.674.87%$2.6M0.13%HELD
92CARTMAPLEBEAR INC COM$44.89-1.64%$2.6M0.13%HELD
93SBUXSTARBUCKS CORP COM$105.751.54%$2.6M0.13%HELD
94DBJPX-TRACKERS MSCI JAPAN HEDGED EQUITY ETF$111.440.75%$2.6M0.13%HELD
95MPWRMONOLITHIC PWR SYS INC COM$1298.033.95%$2.6M0.13%HELD
96QQQMINVESCO NASDAQ 100 ETF$277.611.87%$2.6M0.13%HELD
97CPRTCOPART INC COM$29.85-3.15%$2.5M0.12%HELD
98NBISYANDEX N V SHS CLASS A$176.7119.22%$2.5M0.12%HELD
99MMACYS INC COM$24.73-0.12%$2.5M0.12%HELD
100BMNRBITMINE IMMERSION TECHS INC COM NEW$17.103.10%$2.4M0.12%HELD
101MRKMERCK & CO. INC COM$2.4M0.12%HELD
102CTASCINTAS CORP COM$2.4M0.12%HELD
103TPLTEXAS PACIFIC LAND CORPORATION COM$2.3M0.11%HELD
104AMATAPPLIED MATLS INC COM$2.3M0.11%HELD
105KOCOCA COLA CO COM$2.3M0.11%HELD
106ITWILLINOIS TOOL WKS INC COM$2.2M0.11%HELD
107NFLXNETFLIX INC COM$2.2M0.11%HELD
108VGKVANGUARD FTSE EUROPE ETF$2.2M0.11%HELD
109AXPAMERICAN EXPRESS CO COM$2.2M0.11%HELD
110KLACKLA CORPORATION COM NEW$2.2M0.11%HELD
111FASTFASTENAL CO COM$2.2M0.11%HELD
112DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND$2.1M0.10%HELD
113IWRISHARES RUSSELL MID-CAP ETF$2.1M0.10%HELD
114PLTRPALANTIR TECHNOLOGIES INC CL A$2.0M0.10%HELD
115ODFLOLD DOMINION FREIGHT LINE INC COM$2.0M0.10%HELD
116IWCISHARES MICRO-CAP ETF$2.0M0.10%HELD
117FBKFB FINL CORP COM$2.0M0.10%HELD
118COSTCOSTCO WHSL CORP NEW COM$2.0M0.10%HELD
119FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$2.0M0.10%HELD
120NEENEXTERA ENERGY INC COM$1.9M0.10%HELD
121BKNGBOOKING HOLDINGS INC COM$1.9M0.09%HELD
122DDLSWISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND$1.8M0.09%HELD
123BKBANK NEW YORK MELLON CORP COM$1.8M0.09%HELD
124RMDRESMED INC COM$1.8M0.09%HELD
125GSGOLDMAN SACHS GROUP INC COM$1.7M0.08%HELD
126BBJPJPMORGAN BETABUILDERS JAPAN ETF$1.7M0.08%HELD
127VUGVANGUARD GROWTH INDEX FUND$1.7M0.08%HELD
128AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$1.7M0.08%HELD
129TJXTJX COS INC NEW COM$1.6M0.08%HELD
130ABSIABSCI CORPORATION COM$1.6M0.08%HELD
131VONGVANGUARD RUSSELL 1000 GROWTH ETF$1.6M0.08%HELD
132ORLYO REILLY AUTOMOTIVE INC NEW COM$1.6M0.08%HELD
133ASMLASML HOLDING N V N Y REGISTRY SHS$1.6M0.08%HELD
134EELVINVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF$1.6M0.08%HELD
135HOODROBINHOOD MKTS INC COM CL A$1.6M0.08%HELD
136CBCHUBB LIMITED COM$1.6M0.08%HELD
137VOVANGUARD MID-CAP INDEX FUND$1.5M0.08%HELD
138AMPAMERIPRISE FINL INC COM$1.5M0.08%HELD
139HDHOME DEPOT INC COM$1.5M0.07%HELD
140DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF$1.5M0.07%HELD
141VRTVERTIV HOLDINGS CO COM CL A$1.4M0.07%HELD
142MCDMCDONALDS CORP COM$1.4M0.07%HELD
143NVRNVR INC COM$1.4M0.07%HELD
144NEMNEWMONT CORP COM$1.4M0.07%HELD
145ETNEATON CORP PLC SHS$1.3M0.07%HELD
146RSPINVESCO S&P 500 EQUAL WEIGHT ETF$1.3M0.06%HELD
147EFAISHARES MSCI EAFE ETF$1.3M0.06%HELD
148CLCOLGATE PALMOLIVE CO COM$1.2M0.06%HELD
149EEMISHARES MSCI EMERGING MARKETS ETF$1.2M0.06%HELD
150COPCONOCOPHILLIPS COM$1.2M0.06%HELD
151OUSTOUSTER INC COM NEW$1.2M0.06%HELD
152HWMHOWMET AEROSPACE INC COM$1.2M0.06%HELD
153WDCWESTERN DIGITAL CORP. COM$1.2M0.06%HELD
154GEVGE VERNOVA INC COM$1.2M0.06%HELD
155IAUISHARES COMEX GOLD TRUST$1.2M0.06%HELD
156CMICUMMINS INC COM$1.2M0.06%HELD
157DASHDOORDASH INC CL A$1.2M0.06%HELD
158TWLOTWILIO INC CL A$1.1M0.06%HELD
159RTXRAYTHEON TECHNOLOGIES CORP COM$1.1M0.06%HELD
160XLEENERGY SELECT SECTOR SPDR FUND$1.1M0.06%HELD
161XBISPDR S&P BIOTECH ETF$1.1M0.06%HELD
162IJHISHARES S&P MIDCAP FUND$1.1M0.06%HELD
163EXPEEXPEDIA GROUP INC COM NEW$1.1M0.06%HELD
164XLFFINANCIAL SELECT SECTOR SPDR FUND$1.1M0.05%HELD
165IEMGISHARES CORE MSCI EMERGING MARKETS ETF$1.1M0.05%HELD
166MGKVANGUARD MEGA CAP GROWTH ETF$1.1M0.05%HELD
167GDGENERAL DYNAMICS CORP COM$1.1M0.05%HELD
168NTAPNETAPP INC COM$1.1M0.05%HELD
169ESSESSEX PPTY TR INC COM$1.1M0.05%HELD
170PGPROCTER & GAMBLE CO COM$1.1M0.05%HELD
171VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$1.1M0.05%HELD
172VONEVANGUARD RUSSELL 1000 ETF$1.1M0.05%HELD
173BBCAJPMORGAN BETABUILDERS CANADA ETF$1.0M0.05%HELD
174MNSTMONSTER BEVERAGE CORP NEW COM$1.0M0.05%HELD
175ORCLORACLE CORP COM$1.0M0.05%HELD
176TXG10X GENOMICS INC CL A COM$1.0M0.05%HELD
177EDCONSOLIDATED EDISON INC COM$999K0.05%HELD
178ADPAUTOMATIC DATA PROCESSING INC COM$988K0.05%HELD
179BBEUJPMORGAN BETABUILDERS EUROPE ETF$984K0.05%HELD
180DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$976K0.05%HELD
181TXNTEXAS INSTRS INC COM$969K0.05%HELD
182SCHWSCHWAB CHARLES CORP COM$965K0.05%HELD
183PSXPHILLIPS 66 COM$965K0.05%HELD
184TTTRANE TECHNOLOGIES PLC SHS$949K0.05%HELD
185PMPHILIP MORRIS INTL INC COM$949K0.05%HELD
186SPGIS&P GLOBAL INC COM$931K0.05%HELD
187GILDGILEAD SCIENCES INC COM$923K0.05%HELD
188HLTHILTON WORLDWIDE HLDGS INC COM$914K0.05%HELD
189SMMDISHARES RUSSELL 2500 ETF$911K0.04%HELD
190QUREQUANTA SVCS INC COM$893K0.04%HELD
191HACKETFMG PRIME CYBER SECURITY ETF$891K0.04%HELD
192DELLDELL TECHNOLOGIES INC CL C$884K0.04%HELD
193VBVANGUARD SMALL-CAP INDEX FUND$878K0.04%HELD
194IVWISHARES S&P 500 GROWTH ETF$875K0.04%HELD
195AMGNAMGEN INC COM$869K0.04%HELD
196SCHDSCHWAB US DIVIDEND EQUITY ETF$867K0.04%HELD
197WSTWEST PHARMACEUTICAL SVSC INC COM$865K0.04%HELD
198TTETOTAL SA ACT$864K0.04%HELD
199CRMSALESFORCE COM INC COM$857K0.04%HELD
200GWWGRAINGER W W INC COM$855K0.04%HELD
201NETCLOUDFLARE INC CL A COM$852K0.04%HELD
202DALDELTA AIR LINES INC DEL COM NEW$851K0.04%HELD
203CRUSCIRRUS LOGIC INC COM$849K0.04%HELD
204VOOVVANGUARD S&P 500 VALUE ETF$845K0.04%HELD
205APPAPPLOVIN CORP COM CL A$836K0.04%HELD
206ABNBAIRBNB INC COM CL A$832K0.04%HELD
207SNASNAP ON INC COM$830K0.04%HELD
208JCIJOHNSON CTLS INTL PLC SHS$829K0.04%HELD
209BBAXJPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF$828K0.04%HELD
210NNNNATIONAL RETAIL PROPERTIES INC COM$819K0.04%HELD
211EOGEOG RES INC COM$816K0.04%HELD
212SNDKSANDISK CORP COM$812K0.04%HELD
213ZTSZOETIS INC CL A$810K0.04%HELD
214RLRALPH LAUREN CORP CL A$806K0.04%HELD
215JBHTHUNT J B TRANS SVCS INC COM$803K0.04%HELD
216LAMRLAMAR ADVERTISING CO NEW CL A$799K0.04%HELD
217COFCAPITAL ONE FINL CORP COM$795K0.04%HELD
218DUKDUKE ENERGY CORP NEW COM NEW$786K0.04%HELD
219PHPARKER HANNIFIN CORP COM$785K0.04%HELD
220EPREPR PPTYS COM SH BEN INT$779K0.04%HELD
221STSENSATA TECHNOLOGIES HLDNG PLC SHS$772K0.04%HELD
222EFVISHARES MSCI EAFE VALUE ETF$772K0.04%HELD
223MTCHMATCH GROUP INC NEW COM$770K0.04%HELD
224CMCSACOMCAST CORP NEW CL A$761K0.04%HELD
225EGPEASTGROUP PPTY INC COM$760K0.04%HELD
226OHIOMEGA HEALTHCARE INVS INC COM$759K0.04%HELD
227MASMASCO CORP COM$754K0.04%HELD
228CVSCVS HEALTH CORP COM$746K0.04%HELD
229CFGCITIZENS FINANCIAL GROUP INC COM$743K0.04%HELD
230ADIANALOG DEVICES INC COM$742K0.04%HELD
231SUSUNCOR ENERGY INC NEW COM$742K0.04%HELD
232ALSNALLISON TRANSMISSION HLDGS INC COM$734K0.04%HELD
233CWCURTISS WRIGHT CORP COM$732K0.04%HELD
234FFIVF5 NETWORKS INC COM$730K0.04%HELD
235ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF$729K0.04%HELD
236TGTTARGET CORP COM$728K0.04%HELD
237ACNACCENTURE PLC IRELAND SHS CLASS A$719K0.04%HELD
238LINLINDE PLC SHS$719K0.04%HELD
239EBAYEBAY INC. COM$716K0.04%HELD
240NDSNNORDSON CORP COM$714K0.04%HELD
241ACWIISHARES MSCI ACWI INDEX FUND$709K0.03%HELD
242ATRAPTARGROUP INC COM$707K0.03%HELD
243DISDISNEY WALT CO COM DISNEY$705K0.03%HELD
244ZNGAZOOM VIDEO COMMUNICATIONS INC CL A$704K0.03%HELD
245STTSTATE STR CORP COM$704K0.03%HELD
246BYDBOYD GAMING CORP COM$703K0.03%HELD
247EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF$702K0.03%HELD
248TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$699K0.03%HELD
249YETIYETI HLDGS INC COM$698K0.03%HELD
250BMOBANK MONTREAL COM$695K0.03%HELD
251ADBEADOBE INC COM$684K0.03%HELD
252JBLJABIL INC COM$678K0.03%HELD
253ISRGINTUITIVE SURGICAL INC COM NEW$675K0.03%HELD
254CCKCROWN HLDGS INC COM$673K0.03%HELD
255QCOMQUALCOMM INC COM$669K0.03%HELD
256ZIONZIONS BANCORPORATION N A COM$668K0.03%HELD
257TMOTHERMO FISHER SCIENTIFIC INC COM$666K0.03%HELD
258EMREMERSON ELEC CO COM$666K0.03%HELD
259MDBMONGODB INC CL A$665K0.03%HELD
260KHCKRAFT HEINZ CO COM$659K0.03%HELD
261PCTYPAYLOCITY HLDG CORP COM$654K0.03%HELD
262VNQVANGUARD REAL ESTATE ETF$654K0.03%HELD
263VVVANGUARD LARGE-CAP INDEX FUND$652K0.03%HELD
264STXSEAGATE TECHNOLOGY PLC SHS$649K0.03%HELD
265PEPPEPSICO INC COM$647K0.03%HELD
266BLLNBILLIONTOONE INC CL A$641K0.03%HELD
267RKLBROCKET LAB CORP COM$641K0.03%HELD
268MANMANPOWERGROUP INC COM$638K0.03%HELD
269CGNXCOGNEX CORP COM$635K0.03%HELD
270VMIVALMONT INDS INC COM$633K0.03%HELD
271TNLWYNDHAM DESTINATIONS INC COM$631K0.03%HELD
272SCHXSCHWAB U.S. LARGE-CAP ETF$630K0.03%HELD
273IBMINTERNATIONAL BUSINESS MACHINES COM$628K0.03%HELD
274EXPDEXPEDITORS INTL WASH INC COM$627K0.03%HELD
275WMWASTE MGMT INC DEL COM$625K0.03%HELD
276APHAMPHENOL CORP NEW CL A$625K0.03%HELD
277VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND$624K0.03%HELD
278CFCF INDS HLDGS INC COM$623K0.03%HELD
279LOWLOWES COS INC COM$622K0.03%HELD
280RHIROBERT HALF INTL INC COM$620K0.03%HELD
281TECBISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF$614K0.03%HELD
282WSMWILLIAMS SONOMA INC COM$611K0.03%HELD
283KEYSKEYSIGHT TECHNOLOGIES INC COM$611K0.03%HELD
284LECOLINCOLN ELEC HLDGS INC COM$610K0.03%HELD
285SHWSHERWIN WILLIAMS CO COM$608K0.03%HELD
286UNHUNITEDHEALTH GROUP INC COM$606K0.03%HELD
287ROBOROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF$598K0.03%HELD
288NTRSNORTHERN TR CORP COM$596K0.03%HELD
289GLPIGAMING & LEISURE PPTYS INC COM$595K0.03%HELD
290CLHCLEAN HARBORS INC COM$595K0.03%HELD
291NVSTENVISTA HOLDINGS CORPORATION COM$584K0.03%HELD
292AAGILENT TECHNOLOGIES INC COM$582K0.03%HELD
293DOVDOVER CORP COM$578K0.03%HELD
294REGREGENCY CTRS CORP COM$577K0.03%HELD
295TTCTORO CO COM$576K0.03%HELD
296CNCCENTENE CORP DEL COM$576K0.03%HELD
297VTVVANGUARD VALUE INDEX FUND$574K0.03%HELD
298PPURE STORAGE INC CL A$571K0.03%HELD
299BUGGLOBAL X CYBERSECURITY ETF$571K0.03%HELD
300ROKUROKU INC COM CL A$570K0.03%HELD
301MIDDMIDDLEBY CORP COM$569K0.03%HELD
302FRFIRST INDL RLTY TR INC COM$563K0.03%HELD
303DEDEERE & CO COM$561K0.03%HELD
304ILMNILLUMINA INC COM$560K0.03%HELD
305UNPUNION PAC CORP COM$560K0.03%HELD
306KRCKILROY RLTY CORP COM$559K0.03%HELD
307SEICSEI INVTS CO COM$558K0.03%HELD
308EVREVERCORE INC CLASS A$557K0.03%HELD
309ABTABBOTT LABS$556K0.03%HELD
310MAAMID AMER APT CMNTYS INC COM$555K0.03%HELD
311MTBM & T BK CORP COM$547K0.03%HELD
312ECLECOLAB INC COM$542K0.03%HELD
313PPGPPG INDS INC COM$539K0.03%HELD
314GRMNGARMIN LTD SHS$539K0.03%HELD
315SNDRSCHNEIDER NATIONAL INC CL B$538K0.03%HELD
316URIUNITED RENTALS INC COM$538K0.03%HELD
317CASYCASEYS GEN STORES INC COM$537K0.03%HELD
318RSGREPUBLIC SVCS INC COM$537K0.03%HELD
319USBUS BANCORP DEL COM NEW$533K0.03%HELD
320LHXL3HARRIS TECHNOLOGIES INC COM$531K0.03%HELD
321DDDUPONT DE NEMOURS INC COM$528K0.03%HELD
322MCKMCKESSON CORP COM$525K0.03%HELD
323ELVANTHEM INC COM$525K0.03%HELD
324IJSISHARES S&P SMALL-CAP 600 VALUE ETF$525K0.03%HELD
325IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND$520K0.03%HELD
326CUZCOUSINS PPTYS INC COM NEW$519K0.03%HELD
327CDNSCADENCE DESIGN SYSTEM INC COM$519K0.03%HELD
328TROWT ROWE PRICE GROUP INC COM$518K0.03%HELD
329COHRII VI INC COM$512K0.03%HELD
330SNPSSYNOPSYS INC COM$511K0.03%HELD
331ESIELEMENT SOLUTIONS INC COM$505K0.02%HELD
332IFFINTERNATIONAL FLAVORS&FRAGRANC COM$504K0.02%HELD
333ONON SEMICONDUCTOR CORP COM$504K0.02%HELD
334UALUNITED AIRLS HLDGS INC COM$503K0.02%HELD
335CYTKCYTOKINETICS INC COM NEW$503K0.02%HELD
336WTFCWINTRUST FINL CORP COM$503K0.02%HELD
337RNGRINGCENTRAL INC CL A$501K0.02%HELD
338GLWCORNING INC COM$501K0.02%HELD
339SNOWSNOWFLAKE INC COM SHS$498K0.02%HELD
340PNWPINNACLE WEST CAP CORP COM$497K0.02%HELD
341FNBF N B CORP COM$496K0.02%HELD
342WCCWESCO INTL INC COM$495K0.02%HELD
343WWDWOODWARD INC COM$493K0.02%HELD
344RCLROYAL CARIBBEAN CRUISES LTD COM$493K0.02%HELD
345CICIGNA CORP NEW COM$492K0.02%HELD
346OZKBANK OZK COM$488K0.02%HELD
347AIGAMERICAN INTL GROUP INC COM NEW$488K0.02%HELD
348PYPLPAYPAL HLDGS INC COM$487K0.02%HELD
349DDOGDATADOG INC CL A COM$485K0.02%HELD
350DTDYNATRACE INC COM$484K0.02%HELD
351SMGSCOTTS MIRACLE GRO CO CL A$482K0.02%HELD
352QRVOQORVO INC COM$482K0.02%HELD
353MKSIMKS INSTRS INC COM$481K0.02%HELD
354APDAIR PRODS & CHEMS INC COM$480K0.02%HELD
355HIWHIGHWOODS PPTYS INC COM$480K0.02%HELD
356USFDUS FOODS HLDG CORP COM$477K0.02%HELD
357SHELROYAL DUTCH SHELL PLC SPONS ADR A$476K0.02%HELD
358CAGCONAGRA BRANDS INC COM$473K0.02%HELD
359BNDVANGUARD TOTAL BOND MARKET INDEX FUND$472K0.02%HELD
360FRTFEDERAL REALTY INVT TR SH BEN INT NEW$472K0.02%HELD
361AGCOAGCO CORP COM$471K0.02%HELD
362ROSTROSS STORES INC COM$470K0.02%HELD
363NOCNORTHROP GRUMMAN CORP COM$468K0.02%HELD
364CIENCIENA CORP COM NEW$468K0.02%HELD
365JHGJANUS HENDERSON GROUP PLC ORD SHS$466K0.02%HELD
366LITGLOBAL X LITHIUM & BATTERY TECH ETF$466K0.02%HELD
367ESEVERSOURCE ENERGY COM$466K0.02%HELD
368SWKSSKYWORKS SOLUTIONS INC COM$463K0.02%HELD
369ALLYALLY FINL INC COM$463K0.02%HELD
370FIVEFIVE BELOW INC COM$463K0.02%HELD
371SCCOSOUTHERN COPPER CORP COM$462K0.02%HELD
372DLTRDOLLAR TREE INC COM$462K0.02%HELD
373GMGENERAL MTRS CO COM$461K0.02%HELD
374FDXFEDEX CORP COM$459K0.02%HELD
375PVLAPALVELLA THERAPEUTICS INC NEW COM$458K0.02%HELD
376TOLTOLL BROTHERS INC COM$458K0.02%HELD
377ROKROCKWELL AUTOMATION INC COM$455K0.02%HELD
378EISISHARES MSCI ISRAEL ETF$452K0.02%HELD
379BBYBEST BUY INC COM$452K0.02%HELD
380FHBFIRST HAWAIIAN INC COM$449K0.02%HELD
381SOSOUTHERN CO COM$448K0.02%HELD
382SBACSBA COMMUNICATIONS CORP NEW CL A$448K0.02%HELD
383TSNTYSON FOODS INC CL A$446K0.02%HELD
384FAFFIRST AMERN FINL CORP COM$445K0.02%HELD
385CPTCAMDEN PPTY TR SH BEN INT$444K0.02%HELD
386CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF$444K0.02%HELD
387TERTERADYNE INC COM$443K0.02%HELD
388CINFCINCINNATI FINL CORP COM$443K0.02%HELD
389ITTITT INC COM$443K0.02%HELD
390PHMPULTE GROUP INC COM$442K0.02%HELD
391EXCEXELON CORP COM$441K0.02%HELD
392SHESPDR SSGA GENDER DIVERSITY INDEX ETF$437K0.02%HELD
393ETEnergy Transfer LP COM UT LTD PTN$436K0.02%HELD
394SLVISHARES SILVER TRUST$436K0.02%HELD
395BLKBLACKROCK INC COM$434K0.02%HELD
396LITELUMENTUM HLDGS INC COM$432K0.02%HELD
397GMEDGLOBUS MED INC CL A$428K0.02%HELD
398AEEAMEREN CORP COM$426K0.02%HELD
399TELTE CONNECTIVITY LTD REG SHS$425K0.02%HELD
400CAHCARDINAL HEALTH INC COM$424K0.02%HELD
401DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$422K0.02%HELD
402FBINFORTUNE BRANDS HOME & SEC INC COM$420K0.02%HELD
403AZNASTRAZENECA PLC SPONSORED ADR$420K0.02%HELD
404IDXXIDEXX LABS INC COM$420K0.02%HELD
405ARWARROW ELECTRS INC COM$420K0.02%HELD
406GVAGRANITE CONSTR INC COM$419K0.02%HELD
407MDTMEDTRONIC PLC SHS$419K0.02%HELD
408DVYISHARES SELECT DIVIDEND ETF$419K0.02%HELD
409TKRTIMKEN CO COM$412K0.02%HELD
410SCHHSCHWAB U.S. REIT ETF$410K0.02%HELD
411DOCUDOCUSIGN INC COM$408K0.02%HELD
412TMUST MOBILE US INC COM$407K0.02%HELD
413FTNTFORTINET INC COM$406K0.02%HELD
414VTRVENTAS INC COM$405K0.02%HELD
415REYNREYNOLDS CONSUMER PRODS INC COM$403K0.02%HELD
416CMSCMS ENERGY CORP COM$403K0.02%HELD
417EWEDWARDS LIFESCIENCES CORP COM$401K0.02%HELD
418XYZSQUARE INC CL A$401K0.02%HELD
419RYROYAL BK CDA COM$400K0.02%HELD
420SPBSPECTRUM BRANDS HLDGS INC NEW COM$398K0.02%HELD
421CHRWC H ROBINSON WORLDWIDE INC COM NEW$397K0.02%HELD
422PRIPRIMERICA INC COM$397K0.02%HELD
423HSBCHSBC HLDGS PLC SPON ADR NEW$397K0.02%HELD
424PAYCPAYCOM SOFTWARE INC COM$397K0.02%HELD
425AVYAVERY DENNISON CORP COM$396K0.02%HELD
426MSMMSC INDL DIRECT INC CL A$396K0.02%HELD
427POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER$396K0.02%HELD
428NOWSERVICENOW INC COM$394K0.02%HELD
429NUENUCOR CORP COM$392K0.02%HELD
430BF/BBROWN FORMAN CORP CL B$391K0.02%HELD
431DTEDTE ENERGY CO COM$390K0.02%HELD
432VRSNVERISIGN INC COM$389K0.02%HELD
433LSTRLANDSTAR SYS INC COM$387K0.02%HELD
434TPRTAPESTRY INC COM$385K0.02%HELD
435TDCTERADATA CORP DEL COM$385K0.02%HELD
436PGRPROGRESSIVE CORP OHIO COM$384K0.02%HELD
437ITEQAMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF$384K0.02%HELD
438MCHPMICROCHIP TECHNOLOGY INC COM$379K0.02%HELD
439THGHANOVER INS GROUP INC COM$379K0.02%HELD
440OGEOGE ENERGY CORP COM$378K0.02%HELD
441LEGLEGGETT & PLATT INC COM$377K0.02%HELD
442WECWEC ENERGY GROUP INC COM$377K0.02%HELD
443PSAPUBLIC STORAGE COM$376K0.02%HELD
444IYYISHARES DOW JONES U.S. ETF$375K0.02%HELD
445ZBHZIMMER BIOMET HOLDINGS INC COM$373K0.02%HELD
446UNMUNUM GROUP COM$373K0.02%HELD
447CLXCLOROX CO DEL COM$370K0.02%HELD
448DCIDONALDSON INC COM$370K0.02%HELD
449AMHAMERICAN HOMES 4 RENT CL A$364K0.02%HELD
450MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$364K0.02%HELD
451ORIOLD REP INTL CORP COM$363K0.02%HELD
452BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF$363K0.02%HELD
453GGENPACT LIMITED SHS$361K0.02%HELD
454IMMXIMMIX BIOPHARMA INC COM$361K0.02%HELD
455ALLALLSTATE CORP COM$361K0.02%HELD
456ATOATMOS ENERGY CORP COM$360K0.02%HELD
457SSNCSS&C TECHNOLOGIES HLDGS INC COM$359K0.02%HELD
458DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$358K0.02%HELD
459MOALTRIA GROUP INC COM$356K0.02%HELD
460ADSKAUTODESK INC COM$354K0.02%HELD
461CNACNA FINL CORP COM$353K0.02%HELD
462ETSYETSY INC COM$353K0.02%HELD
463SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$349K0.02%HELD
464LMTLOCKHEED MARTIN CORP COM$349K0.02%HELD
465BKMIBNY MELLON MUNICIPAL INTERMEDIATE ETF$348K0.02%HELD
466LLOEWS CORP COM$344K0.02%HELD
467MTZMASTEC INC COM$339K0.02%HELD
468BXBLACKSTONE GROUP INC COM CL A$337K0.02%HELD
469CPBCAMPBELL SOUP CO COM$336K0.02%HELD
470BKLNINVESCO SENIOR LOAN ETF$336K0.02%HELD
471QQNITY ELECTRONICS INC COMMON STOCK$335K0.02%HELD
472CMECME GROUP INC COM$333K0.02%HELD
473PLDPROLOGIS INC. COM$333K0.02%HELD
474IWOISHARES RUSSELL 2000 GROWTH ETF$331K0.02%HELD
475KRKROGER CO COM$331K0.02%HELD
476MHKMOHAWK INDS INC COM$330K0.02%HELD
477VTVANGUARD TOTAL WORLD STOCK INDEX FUND$329K0.02%HELD
478APGAPI GROUP CORP COM STK$329K0.02%HELD
479FLOFLOWERS FOODS INC COM$326K0.02%HELD
480VLOVALERO ENERGY CORP COM$325K0.02%HELD
481TLTISHARES 20 YEAR TREASURY BOND ETF$325K0.02%HELD
482ULTAULTA BEAUTY INC COM$324K0.02%HELD
483SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK$323K0.02%HELD
484STLDSTEEL DYNAMICS INC COM$322K0.02%HELD
485BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$321K0.02%HELD
486EFGISHARES MSCI EAFE GROWTH ETF$321K0.02%HELD
487MUBISHARES NATIONAL MUNI BOND ETF$320K0.02%HELD
488VSATVIASAT INC COM$319K0.02%HELD
489CRLCHARLES RIV LABS INTL INC COM$317K0.02%HELD
490SYYSYSCO CORP COM$315K0.02%HELD
491ASNDASCENDIS PHARMA A/S ORD SHS$312K0.02%HELD
492SCMBSCHWAB MUNICIPAL BOND ETF$310K0.02%HELD
493PPHVANECK VECTORS PHARMACEUTICAL ETF$307K0.02%HELD
494FDSFACTSET RESH SYS INC COM$305K0.02%HELD
495TRGPTARGA RES CORP COM$304K0.01%HELD
496WWAYFAIR INC CL A$302K0.01%HELD
497TDTTFLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND$301K0.01%HELD
498HUTHUT 8 CORP COM$301K0.01%HELD
499DBXDROPBOX INC CL A$299K0.01%HELD
500AFLAFLAC INC COM$299K0.01%HELD

Source: SEC EDGAR · accession 0001800752-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.