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Institutional

CHILTON CAPITAL MANAGEMENT LLC

CIK 0001056859
$2.87B
Reported AUM
657
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · CHILTON CAPITAL MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

CHILTON CAPITAL MANAGEMENT LLC established a new position in AZN valued at $38.08M. The fund closed its position in AZNN, reducing exposure by $36.51M. Other notable activity includes significant share increases in JBL and GS, while trimming holdings in ARES and CRM.

Portfolio · Q1 2026

NVDA$197.9MMSFTAAPLAMZNGOOGMETAJPMAVGOLLYTJXVTRGEVOther$1.66BCL

Top holdings· first 500 of 657

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$197.9M6.89%+48,318+4.4%
2MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$136.8M4.76%+7,772+2.1%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$122.6M4.27%+22,580+4.9%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$120.2M4.19%+24,001+4.3%
5GOOGALPHABET INC$365.76-0.95%109.82%172.71%$119.9M4.17%+422+0.1%
6METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$93.3M3.25%+3,434+2.2%
7JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$83.3M2.90%+104,848+58.8%
8AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$82.1M2.86%+6,778+2.6%
9LLYELI LILLY & CO$1131.420.55%48.00%387.10%$70.1M2.44%+9,101+13.6%
10TJXTJX COS INC NEW$160.711.31%26.64%151.20%$63.9M2.22%+116,747+41.2%
11VTRVENTAS INC$82.023.69%32.42%61.24%$63.5M2.21%18,771−2.4%
12GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$61.2M2.13%13,458−16.1%
13QUREQUANTA SVCS INC$26.45-5.50%53.16%-8.82%$58.3M2.03%58,437−35.5%
14AEEAMEREN CORP$109.272.13%17.06%49.71%$56.8M1.98%+6,009+1.2%
15TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$56.7M1.97%+4,248+3.8%
16GILDGILEAD SCIENCES INC$129.16-0.02%17.90%125.52%$56.0M1.95%82,771−17.1%
17COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$49.3M1.72%10,959−2.8%
18TDGTRANSDIGM GROUP INC$1238.740.87%-9.69%132.48%$49.0M1.71%+14,803+53.9%
19WMTWALMART INC$118.880.97%22.99%166.67%$47.8M1.66%164,773−30.0%
20MSMORGAN STANLEY$211.93-2.90%64.65%159.39%$46.6M1.62%+2,297+0.8%
21COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$41.9M1.46%798−1.9%
22WMWASTE MGMT INC DEL$220.400.63%-4.92%60.74%$38.9M1.36%2,380−1.4%
23AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$38.1M1.33%+193,059NEW
24LINLINDE PLC$507.900.09%9.24%76.81%$37.8M1.32%1,265−1.6%
25EQIXEQUINIX INC$1080.95-0.75%20.90%45.37%$37.5M1.30%+181+0.5%
26VVISA INC$323.571.06%-11.91%36.33%$36.3M1.26%61,526−33.9%
27SLBSLB LIMITED$54.87-5.41%67.83%112.39%$35.4M1.23%+667,921+3167.8%
28GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$33.1M1.15%+38,849+17421.1%
29TSLATESLA INC$391.00-6.56%32.48%70.69%$32.9M1.14%1,352−1.5%
30DOVDOVER CORP$214.760.60%20.93%36.69%$31.8M1.11%4,488−2.9%
31LOWLOWES COS INC$210.741.55%$31.3M1.09%1,573−1.2%
32AMDADVANCED MICRO DEVICES INC$466.38-10.86%$31.1M1.08%+116,299+316.4%
33PLDPROLOGIS INC.$144.540.52%$30.7M1.07%+1,857+0.8%
34JBLJABIL INC$353.24-5.51%$30.2M1.05%+113,624+344315.2%
35GOOGLALPHABET INC$368.53-0.98%$29.4M1.02%1,296−1.3%
36ASMLASML HLDG NV$1641.74-6.59%$27.8M0.97%+21,000+42857.1%
37AXPAMERICAN EXPRESS CO$310.66-0.60%$26.7M0.93%+2,002+2.3%
38SYKSTRYKER CORPORATION$305.661.48%$26.6M0.93%1,174−1.4%
39SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$25.0M0.87%4,984−11.5%
40VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$22.7M0.79%+47,019+15.3%
41XOMEXXON MOBIL CORP$149.92-1.39%$20.4M0.71%3,695−3.0%
42VNQIVANGUARD INTL EQUITY INDEX F$43.96-2.01%$19.2M0.67%+49,600+12.9%
43DLRDIGITAL RLTY TR INC$186.79-1.01%$18.3M0.64%+2,456+2.5%
44AVDEAMERICAN CENTY ETF TR$89.07-2.63%$18.3M0.64%+16,790+8.5%
45IEMGISHARES INC$78.63-6.40%$17.8M0.62%+10,339+4.2%
46AMTAMERICAN TOWER CORP$194.120.11%$16.6M0.58%+11,989+14.2%
47WELLWELLTOWER INC$206.933.03%$15.0M0.52%396−0.5%
48HRHEALTHCARE RLTY TR$19.650.41%$13.5M0.47%+6,752+0.9%
49IVTINVENTRUST PPTYS CORP$33.451.55%$13.0M0.45%1,286−0.3%
50BXPBXP INC$62.330.45%$13.0M0.45%+134,173+118.3%
51FNDESCHWAB STRATEGIC TR$40.04-3.54%$12.7M0.44%+19,309+6.2%
52BRXBRIXMOR PPTY GROUP INC$30.982.08%$12.7M0.44%+11,556+2.7%
53SUISUN CMNTYS INC$123.690.82%$12.7M0.44%+723+0.7%
54BACBANK AMERICA CORP$53.83-0.63%$12.4M0.43%674−0.3%
55AVBAVALONBAY CMNTYS INC$189.720.28%$11.2M0.39%+619+0.9%
56VBVANGUARD INDEX FDS$288.20-2.44%$10.9M0.38%+5,190+14.2%
57AHRAMERICAN HEALTHCARE REIT INC$47.482.39%$10.9M0.38%+2,473+1.1%
58WSRWHITESTONE REIT$19.060.00%$10.9M0.38%+54,355+8.8%
59SCHFSCHWAB STRATEGIC TR$26.81-3.77%$10.4M0.36%+110,300+35.7%
60PSAPUBLIC STORAGE OPER CO$309.680.98%$10.2M0.35%+2,081+5.9%
61CPTCAMDEN PPTY TR$112.600.53%$10.1M0.35%1,548−1.5%
62AMHAMERICAN HOMES 4 RENT$33.271.06%$9.9M0.34%+20,123+6.0%
63VNQVANGUARD INDEX FDS$96.790.72%$9.6M0.34%107,765−49.8%
64CATCATERPILLAR INC$904.28-3.85%$9.4M0.33%344−2.5%
65JHMMJOHN HANCOCK EXCHANGE TRADED$72.71-1.90%$8.8M0.31%+8,823+7.2%
66EGPEASTGROUP PPTYS INC$198.21-0.11%$8.6M0.30%+46,080NEW
67CSRCENTERSPACE$59.26-1.23%$8.6M0.30%+52,280+54.7%
68CUZCOUSINS PPTYS INC$27.69-0.22%$7.7M0.27%+342,561NEW
69GTYGETTY RLTY CORP NEW$32.982.36%$7.6M0.26%+229,383+3777.7%
70EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$7.5M0.26%9,261−4.4%
71SMASMARTSTOP SELF STORAG REIT I$30.910.49%$6.8M0.24%+12,122+5.7%
72NNNNNN REIT INC$44.962.23%$6.7M0.23%1,463−0.9%
73HIWHIGHWOODS PPTYS INC$27.881.01%$6.6M0.23%+49,342+19.2%
74FVRFRONTVIEW REIT INC$18.822.67%$6.5M0.23%+21,264+5.4%
75VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$6.2M0.21%+17,626+18.3%
76DOCHEALTHPEAK PROPERTIES INC$19.790.97%$6.1M0.21%+368,423NEW
77SCHASCHWAB STRATEGIC TR$33.19-3.41%$5.8M0.20%5,180−2.5%
78COLDAMERICOLD REALTY TRUST INC$14.71-1.74%$5.5M0.19%+15,272+3.4%
79JNJJOHNSON & JOHNSON$232.772.02%$5.2M0.18%680−3.1%
80BSMBLACK STONE MINERALS L P$13.890.07%$5.1M0.18%HELD
81BRK/ABERKSHIRE HATHAWAY INC DEL$5.0M0.17%HELD
82IVVISHARES TR$740.91-2.62%$4.8M0.17%+477+7.0%
83DEDEERE & CO$583.44-1.40%$4.6M0.16%429−5.0%
84KOCOCA COLA CO$79.483.46%$4.3M0.15%4,394−7.2%
85MRKMERCK & CO INC$120.790.44%$3.5M0.12%+85+0.3%
86HONHONEYWELL INTL INC$213.97-1.69%$3.3M0.12%428−2.8%
87EMREMERSON ELEC CO$138.12-2.77%$3.2M0.11%237,386−90.8%
88VXFVANGUARD INDEX FDS$231.90-3.32%$3.1M0.11%844−5.2%
89BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.10%456−6.8%
90IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$3.0M0.10%+325+2.7%
91ABBVABBVIE INC$227.231.02%$2.9M0.10%50−0.4%
92OKEONEOK INC NEW$88.25-0.79%$2.5M0.09%2,320−7.9%
93PGPROCTER & GAMBLE CO$146.544.09%$2.4M0.08%6,809−28.9%
94MAMASTERCARD INCORPORATED$491.081.93%$2.4M0.08%+52+1.1%
95SYYSYSCO CORP$76.292.61%$2.4M0.08%10−0.0%
96SBRSABINE RTY TR$77.76-1.02%$2.3M0.08%917−2.9%
97XLKSELECT SECTOR SPDR TR$180.30-6.66%$2.2M0.08%163−1.0%
98LMTLOCKHEED MARTIN CORP$523.760.91%$2.2M0.08%HELD
99HDHOME DEPOT INC$310.780.27%$2.1M0.07%99−1.5%
100VOOVANGUARD INDEX FDS$678.00-2.59%$2.0M0.07%57−1.6%
101EFAISHARES TR$2.0M0.07%+257+1.3%
102CVXCHEVRON CORPORATION$2.0M0.07%624−6.2%
103SRESEMPRA$1.9M0.07%1,427−6.7%
104RGLDROYAL GOLD INC$1.8M0.06%HELD
105VZVERIZON COMMUNICATIONS INC$1.7M0.06%+146+0.4%
106WESWESTERN MIDSTREAM PARTNERS L$1.7M0.06%2,538−5.9%
107ANETARISTA NETWORKS INC$1.6M0.06%+33+0.2%
108AMGNAMGEN INC$1.5M0.05%2,026−32.0%
109ADBEADOBE INC$1.5M0.05%+43+0.7%
110VCSHVANGUARD SCOTTSDALE FDS$1.5M0.05%+751+4.2%
111SHELSHELL PLC$1.4M0.05%2,337−13.3%
112QQQINVESCO QQQ TR$1.4M0.05%355−13.0%
113EOGEOG RES INC$1.3M0.04%110−1.2%
114CSCOCISCO SYS INC$1.3M0.04%+980+6.4%
115SPGSIMON PPTY GROUP INC NEW$1.3M0.04%+2,323+52.5%
116IWFISHARES TR$1.2M0.04%HELD
117PMPHILIP MORRIS INTL INC$1.2M0.04%+32+0.4%
118VUGVANGUARD INDEX FDS$1.2M0.04%1,084−28.5%
119ABALLIANCEBERNSTEIN HLDG L P$1.2M0.04%HELD
120SFNCSIMMONS FIRST NATL CORP$1.2M0.04%HELD
121GEGE AEROSPACE$1.1M0.04%384−8.9%
122NVSNOVARTIS AG$1.1M0.04%597−7.6%
123ABTABBOTT LABORATORIES$1.1M0.04%+50+0.5%
124LRCXLAM RESEARCH CORP$1.1M0.04%+28+0.6%
125VTIVANGUARD INDEX FDS$1.1M0.04%155−4.4%
126HSYHERSHEY CO$1.0M0.04%HELD
127MDTMEDTRONIC PLC$1.0M0.04%+679+6.2%
128HEGDLISTED FDS TR$1.0M0.03%+1,764+4.5%
129MPCMARATHON PETE CORP$977K0.03%70−1.7%
130AMATAPPLIED MATLS INC$937K0.03%4−0.1%
131ARESARES MANAGEMENT CORPORATION$936K0.03%308,615−97.3%
132APDAIR PRODUCTS AND CHEMICALS I$931K0.03%HELD
133BKBANK NEW YORK MELLON CORP$897K0.03%HELD
134MAINMAIN STR CAP CORP$885K0.03%HELD
135SCHBSCHWAB STRATEGIC TR$878K0.03%5,524−13.6%
136JHMLJOHN HANCOCK EXCHANGE TRADED$856K0.03%51−0.5%
137RTXRTX CORPORATION$834K0.03%+70+1.6%
138GDGENERAL DYNAMICS CORP$832K0.03%1,716−41.5%
139WPMWHEATON PRECIOUS METALS CORP$825K0.03%HELD
140CCITIGROUP INC$816K0.03%HELD
141ADIANALOG DEVICES INC$809K0.03%134−5.0%
142CLCOLGATE PALMOLIVE CO$808K0.03%HELD
143SILASILA REALTY TRUST INC$807K0.03%288,637−89.4%
144FANGDIAMONDBACK ENERGY INC$802K0.03%579−12.5%
145TAT&T INC$781K0.03%+532+2.0%
146NVONOVO-NORDISK A S$758K0.03%466−2.2%
147KDPKEURIG DR PEPPER INC$749K0.03%6,796−19.3%
148UNHUNITEDHEALTH GROUP INC$744K0.03%1,160−29.7%
149KMBKIMBERLY-CLARK CORP$727K0.03%+771+11.4%
150RDVIFIRST TR EXCHANGE-TRADED FD$726K0.03%453−1.6%
151TRGPTARGA RES CORP$701K0.02%HELD
152QCOMQUALCOMM INC$681K0.02%542−9.3%
153CMCSACOMCAST CORP NEW$670K0.02%+2,312+11.0%
154WFC 7.5 PERP LWELLS FARGO & CO$660K0.02%5−0.9%
155KNGFIRST TR EXCHANGE-TRADED FD$659K0.02%HELD
156FNDXSCHWAB STRATEGIC TR$647K0.02%101−0.4%
157MMM3M CO$633K0.02%+64+1.5%
158GLDSPDR GOLD TR$631K0.02%400−21.4%
159IBITISHARES BITCOIN TRUST ETF$621K0.02%HELD
160ADPAUTOMATIC DATA PROCESSING IN$606K0.02%634−17.5%
161XLFSELECT SECTOR SPDR TR$598K0.02%168−1.4%
162CRMSALESFORCE INC$578K0.02%101,208−97.0%
163ORCLORACLE CORP$574K0.02%31,262−88.9%
164CEFSPROTT ASSET MANAGEMENT LP$573K0.02%HELD
165CTRACOTERRA ENERGY INC$543K0.02%628−3.9%
166BKRBAKER HUGHES COMPANY$518K0.02%154−1.8%
167HALHALLIBURTON CO$512K0.02%210−1.6%
168LBLANDBRIDGE COMPANY LLC$506K0.02%HELD
169MLPAGLOBAL X FDS$505K0.02%709−7.0%
170PEPPEPSICO INC$488K0.02%426−11.9%
171XLYSELECT SECTOR SPDR TR$486K0.02%60−1.3%
172PRPERMIAN RESOURCES CORP$473K0.02%1,467−6.2%
173XLVSELECT SECTOR SPDR TR$473K0.02%42−1.3%
174PFEPFIZER INC$470K0.02%+277+1.7%
175XLISELECT SECTOR SPDR TR$436K0.02%35−1.3%
176XLCSELECT SECTOR SPDR TR$420K0.01%60−1.6%
177TRMBTRIMBLE INC$411K0.01%5,087−44.7%
178APAAPA CORPORATION$406K0.01%200−2.0%
179AEMAGNICO EAGLE MINES LTD$403K0.01%1,204−37.7%
180PBAPEMBINA PIPELINE CORP$399K0.01%HELD
181SCHOSCHWAB STRATEGIC TR$392K0.01%+1,060+7.0%
182FNVFRANCO NEV CORP$390K0.01%HELD
183IJHISHARES TR$385K0.01%+1,595+38.8%
184DVNDEVON ENERGY CORP NEW$385K0.01%34−0.4%
185EXPEAGLE MATLS INC$379K0.01%HELD
186CBCHUBB LTD SWITZ$375K0.01%3−0.3%
187PLTRPALANTIR TECHNOLOGIES INC$360K0.01%+412+20.1%
188CTVACORTEVA INC$353K0.01%2,254−34.8%
189MCDMCDONALDS CORP$344K0.01%+36+3.4%
190GLWCORNING INC$340K0.01%18−0.7%
191ATOATMOS ENERGY CORP$337K0.01%HELD
192DVYISHARES TR$332K0.01%1,702−43.7%
193EQTEQT CORP$331K0.01%175−3.3%
194MTDRMATADOR RES CO$329K0.01%150−2.8%
195RVTYREVVITY INC$329K0.01%HELD
196IWVISHARES TR$324K0.01%165−15.9%
197CRCCALIFORNIA RES CORP$308K0.01%130−2.8%
198PAASPAN AMERN SILVER CORP$299K0.01%HELD
199FLOTISHARES TR$298K0.01%HELD
200ETRENTERGY CORP NEW$292K0.01%8−0.3%
201SCHWSCHWAB CHARLES CORP$292K0.01%+66+2.2%
202MDLZMONDELEZ INTL INC$288K0.01%HELD
203INVHINVITATION HOMES INC$285K0.01%286,970−96.2%
204CHRDCHORD ENERGY CORPORATION$284K0.01%68−3.3%
205SBRASABRA HEALTH CARE REIT INC$281K0.01%+1,794+14.0%
206APHAMPHENOL CORP$278K0.01%+362+19.7%
207EXREXTRA SPACE STORAGE INC$275K0.01%+180+9.4%
208SBACSBA COMMUNICATIONS CORP$272K0.01%54,829−97.2%
209BKHBLACK HILLS CORP$267K0.01%HELD
210CDECOEUR MNG INC$265K0.01%HELD
211NEENEXTERA ENERGY INC$265K0.01%32−1.1%
212PSXPHILLIPS 66$258K0.01%3−0.2%
213STIPISHARES TR$256K0.01%HELD
214AGGISHARES TR$255K0.01%HELD
215XLPSELECT SECTOR SPDR TR$253K0.01%42−1.3%
216WBIWATERBRIDGE INFRASTRUCTURE L$251K0.01%HELD
217KRGKITE REALTY GROUP TRUST$250K0.01%+1,500+17.3%
218FSMBFIRST TR EXCH TRADED FD III$249K0.01%HELD
219MOALTRIA GROUP INC$248K0.01%29−0.8%
220WYWEYERHAEUSER CO$244K0.01%HELD
221WRBBERKLEY W R CORP$243K0.01%HELD
222BALLBALL CORP$236K0.01%HELD
223INTUINTUIT$234K0.01%+53+10.9%
224ARANTERO RESOURCES CORP$228K0.01%300−5.3%
225VRPINVESCO EXCH TRADED FD TR II$225K0.01%HELD
226CGGRCAPITAL GROUP GROWTH ETF$224K0.01%+2,091+59.9%
227PTENPATTERSON-UTI ENERGY INC$221K0.01%542−2.6%
228SOLSSOLSTICE ADVANCED MATLS INC$214K0.01%141−4.8%
229TDVIFIRST TR EXCHANGE-TRADED FD$209K0.01%HELD
230SIISPROTT INC$207K0.01%HELD
231NOVNOV INC$207K0.01%300−2.7%
232WHDCACTUS INC$206K0.01%110−2.5%
233TXNTEXAS INSTRS INC$199K0.01%+33+3.3%
234SUSUNCOR ENERGY INC NEW$198K0.01%HELD
235SCHVSCHWAB STRATEGIC TR$195K0.01%HELD
236WMT2WELLS FARGO & CO$193K0.01%+199+9.0%
237BEPBROOKFIELD RENEWABLE ENERGY$192K0.01%HELD
238RPMRPM INTL INC$188K0.01%HELD
239AMJBJPMORGAN CHASE FINL CO LLC$180K0.01%+5,194NEW
240XLESELECT SECTOR SPDR TR$172K0.01%43−1.5%
241AAALCOA CORP$170K0.01%HELD
242RACEFERRARI N V$168K0.01%HELD
243PANWPALO ALTO NETWORKS INC$167K0.01%+105+11.2%
244BLKBLACKROCK INC$166K0.01%1−0.6%
245GMGENERAL MTRS CO$166K0.01%804−26.5%
246PFFDGLOBAL X FDS$166K0.01%+580+6.9%
247XELXCEL ENERGY INC$159K0.01%HELD
248CNPCENTERPOINT ENERGY INC$154K0.01%HELD
249DISDISNEY WALT CO$153K0.01%175,900−99.1%
250RRCRANGE RES CORP$147K0.01%HELD
251WCNWASTE CONNECTIONS INC$143K0.00%HELD
252BNDVANGUARD BD INDEX FDS$141K0.00%4,635−70.7%
253HRLHORMEL FOODS CORP$139K0.00%HELD
254VFHVANGUARD WORLD FD$139K0.00%+4+0.3%
255VLOVALERO ENERGY CORP$137K0.00%+50+9.9%
256AATAMERICAN ASSETS TR INC$131K0.00%+800+12.7%
257ORLYOREILLY AUTOMOTIVE INC$131K0.00%+110+8.4%
258DALDELTA AIR LINES INC$129K0.00%+133+7.4%
259KVUEKENVUE INC$129K0.00%HELD
260STXSEAGATE TECHNOLOGY HLDNGS PL$127K0.00%+29+9.8%
261RSPINVESCO EXCHANGE TRADED FD T$127K0.00%+527+387.5%
262ONBOLD NATL BANCORP IND$126K0.00%HELD
263IWRISHARES TR$125K0.00%HELD
264PUMPPROPETRO HLDG CORP$124K0.00%HELD
265RIORIO TINTO PLC$121K0.00%HELD
266BOKFBOK FINL CORP$120K0.00%+5+0.5%
267MKCMCCORMICK & CO INC$119K0.00%HELD
268IJRISHARES TR$117K0.00%+600+175.4%
269IJTISHARES TR$116K0.00%HELD
270XLUSELECT SECTOR SPDR TR$114K0.00%36−1.4%
271ULUNILEVER PLC$111K0.00%HELD
272KMIKINDER MORGAN INC DEL$111K0.00%2,068−38.5%
273BXBLACKSTONE INC$109K0.00%+142+17.5%
274ENBENBRIDGE INC$108K0.00%HELD
275TSMTAIWAN SEMICONDUCTOR MANUFAC$105K0.00%41−11.7%
276IMCVISHARES TR$104K0.00%2,655−68.4%
277ACIOETF SER SOLUTIONS$101K0.00%HELD
278FFINFIRST FINL BANKSHARES INC$101K0.00%HELD
279ARCCARES CAPITAL CORP$99K0.00%HELD
280SASEABRIDGE GOLD INC$96K0.00%HELD
281EDCONSOLIDATED EDISON INC$95K0.00%HELD
282CGUSCAPITAL GROUP CORE EQUITY ET$94K0.00%232−8.6%
283VNOMVIPER ENERGY INC$94K0.00%HELD
284AREALEXANDRIA REAL ESTATE EQ IN$91K0.00%1,725−46.9%
285NFLXNETFLIX INC.$90K0.00%170−15.3%
286NEWPNEW PAC METALS CORP$90K0.00%HELD
287GIBCGI INC$90K0.00%18−1.4%
288CTOCTO RLTY GROWTH INC NEW$87K0.00%HELD
289XLBSELECT SECTOR SPDR TR$86K0.00%27−1.5%
290KYNKAYNE ANDERSON ENERGY INFRST$86K0.00%1,000−14.3%
291XLRESELECT SECTOR SPDR TR$82K0.00%31−1.5%
292HTGCHERCULES CAPITAL INC$81K0.00%HELD
293HACKAMPLIFY ETF TR$81K0.00%HELD
294EXEEXPAND ENERGY CORPORATION$80K0.00%60−7.6%
295BRBROADRIDGE FINL SOLUTIONS IN$78K0.00%HELD
296PHOINVESCO EXCHANGE TRADED FD T$78K0.00%HELD
297NRPNATURAL RESOURCE PARTNERS LP$76K0.00%HELD
298EEMVISHARES INC$76K0.00%HELD
299URIUNITED RENTALS INC$75K0.00%+3+3.0%
300REXRREXFORD INDL RLTY INC$73K0.00%307,385−99.3%
301DRSKETF SER SOLUTIONS$72K0.00%HELD
302HPHELMERICH & PAYNE INC$72K0.00%HELD
303OIIOCEANEERING INTL INC$71K0.00%HELD
304ZTSZOETIS INC$70K0.00%75−11.2%
305SCMSTELLUS CAP INVT CORP$70K0.00%HELD
306TFCTRUIST FINL CORP$69K0.00%13−0.9%
307FSSLFS SPECIALTY LENDING FD$68K0.00%HELD
308STWDSTARWOOD PPTY TR INC$66K0.00%1,450−27.3%
309IVWISHARES TR$65K0.00%HELD
310GNRCGENERAC HLDGS INC$64K0.00%HELD
311AGFIRST MAJESTIC SILVER CORP$61K0.00%HELD
312PHYSSPROTT ASSET MANAGEMENT LP$60K0.00%+1,501+750.5%
313BEPCBROOKFIELD RENEWABLE CORP$59K0.00%HELD
314VTHRVANGUARD SCOTTSDALE FDS$58K0.00%HELD
315ISRGINTUITIVE SURGICAL INC$57K0.00%9−6.8%
316VVVANGUARD INDEX FDS$56K0.00%HELD
317MUMICRON TECHNOLOGY INC$56K0.00%+148+870.6%
318VLUEISHARES TR$55K0.00%+386NEW
319MUBISHARES TR$55K0.00%+420+442.1%
320MRVLMARVELL TECHNOLOGY INC$54K0.00%+169+44.5%
321MSIFMSC INCOME FUND INC$54K0.00%+1,479+50.1%
322PGRPROGRESSIVE CORP$54K0.00%333−55.2%
323BNDXVANGUARD CHARLOTTE FDS$53K0.00%HELD
324IQLTISHARES TR$53K0.00%+1,146NEW
325SHYISHARES TR$53K0.00%HELD
326IWBISHARES TR$52K0.00%HELD
327CWISPDR INDEX SHS FDS$51K0.00%HELD
328PAGPPLAINS GP HLDGS L P$51K0.00%+2,102NEW
329XETYXEATON VANCE TAX-MANAGED DIVE$51K0.00%HELD
330BHPBHP BILLITON LIMITED$50K0.00%HELD
331GSYINVESCO ACTIVELY MANAGED EXC$50K0.00%HELD
332LNGCHENIERE ENERGY INC$50K0.00%+130+282.6%
333PRFINVESCO EXCHANGE TRADED FD T$50K0.00%HELD
334FTNTFORTINET INC$49K0.00%HELD
335VCITVANGUARD SCOTTSDALE FDS$49K0.00%100−14.6%
336BPBP PLC$48K0.00%HELD
337DFASDIMENSIONAL ETF TRUST$48K0.00%HELD
338BABOEING CO$47K0.00%210−46.9%
339AJGGALLAGHER ARTHUR J & CO$47K0.00%HELD
340DUKDUKE ENERGY CORP NEW$46K0.00%205−36.6%
341SUNCSUNOCOCORP LLC$46K0.00%+751NEW
342JCIJOHNSON CONTROLS INTERNATION$46K0.00%+90+34.6%
343KRPKIMBELL RTY PARTNERS LP$45K0.00%HELD
344NXPINXP SEMICONDUCTORS N V$44K0.00%3−1.3%
345AMCRAMCOR PLC$44K0.00%+1,102NEW
346EEEXCELERATE ENERGY INC$43K0.00%HELD
347IAGIAMGOLD CORP$43K0.00%HELD
348CMECME GROUP INC$43K0.00%3−2.0%
349ICEINTERCONTINENTAL EXCHANGE IN$43K0.00%+88+47.8%
350SCCOSOUTHERN COPPER CORP$43K0.00%+2+0.8%
351LDOSLEIDOS HOLDINGS INC$40K0.00%HELD
352AROCARCHROCK INC$40K0.00%+1,138NEW
353ETENERGY TRANSFER L P$39K0.00%HELD
354FENIFIDELITY COVINGTON TRUST$38K0.00%+1,027NEW
355PPLPPL CORP$38K0.00%27−2.6%
356NKENIKE INC$38K0.00%+94+15.1%
357CCICROWN CASTLE INC$37K0.00%6,014−92.9%
358OTTROTTER TAIL CORP$37K0.00%HELD
359KGCKINROSS GOLD CORP$37K0.00%HELD
360SPGIS&P GLOBAL INC$37K0.00%68−44.2%
361DIASTATE STR SPDR DOW JONES IND$36K0.00%HELD
362IWMISHARES TR$36K0.00%+92+170.4%
363GWREGUIDEWIRE SOFTWARE INC$36K0.00%HELD
364GSBDGOLDMAN SACHS BDC INC$36K0.00%HELD
365AMANTERO MIDSTREAM CORP$35K0.00%+1,549NEW
366SOSOUTHERN CO$35K0.00%15−4.0%
367DHRDANAHER CORP DEL$35K0.00%+180+6000.0%
368UNPUNION PAC CORP$34K0.00%3−2.1%
369IDAIDACORP INC$33K0.00%HELD
370MKLMARKEL GROUP INC$33K0.00%+1+6.3%
371KRBNKRANESHARES TRUST$32K0.00%HELD
372NZFNUVEEN MUN CR INCOME FD$32K0.00%HELD
373CGGGCAPITAL GROUP EQUITY ETF TR$31K0.00%1,068−46.4%
374ACMAECOM$31K0.00%+1+0.3%
375TRTOOTSIE ROLL INDS INC$31K0.00%HELD
376XOPSPDR SERIES TRUST$31K0.00%HELD
377JLLJONES LANG LASALLE INC$30K0.00%33−24.8%
378QQNITY ELECTRONICS INC$30K0.00%+134+103.9%
379LITELUMENTUM HLDGS INC$30K0.00%+43NEW
380CRWDCROWDSTRIKE HLDGS INC$30K0.00%10−11.5%
381GEHCGE HEALTHCARE TECHNOLOGIES I$30K0.00%795−65.6%
382DFIVDIMENSIONAL ETF TRUST$29K0.00%+551NEW
383LWLAMB WESTON HLDGS INC$29K0.00%HELD
384SBUXSTARBUCKS CORP$28K0.00%12−3.7%
385CRWVCOREWEAVE INC$28K0.00%HELD
386UPSUNITED PARCEL SVCS INC$28K0.00%+281NEW
387MARMARRIOTT INTL INC NEW$27K0.00%4−4.6%
388STZCONSTELLATION BRANDS INC$27K0.00%HELD
389VYMVANGUARD WHITEHALL FDS$26K0.00%HELD
390GRALGRAIL INC$26K0.00%+500+7142.9%
391VRTXVERTEX PHARMACEUTICALS INC$26K0.00%+57+5700.0%
392APPAPPLOVIN CORP$26K0.00%+24+58.5%
393HWMHOWMET AEROSPACE INC$25K0.00%+9+9.0%
394PPGPPG INDS INC$25K0.00%HELD
395INTCINTEL CORP$25K0.00%+538+2152.0%
396DDDUPONT DE NEMOURS INC$24K0.00%+260+96.7%
397XFFCXFLAHERTY & CRUMRIN PFD & INM$24K0.00%HELD
398SHWSHERWIN WILLIAMS CO$24K0.00%42−36.2%
399LINELINEAGE INC$24K0.00%HELD
400PAVEGLOBAL X FDS$23K0.00%HELD
401JEFJEFFERIES FINANCIAL GROUP IN$23K0.00%HELD
402FDVVFIDELITY COVINGTON TRUST$23K0.00%HELD
403NUVNUVEEN MUN VALUE FD INC$22K0.00%HELD
404VICIVICI PPTYS INC$22K0.00%5,375−86.8%
405MDYSTATE STR SPDR S&P MIDCAP 40$22K0.00%59−62.1%
406JHMDJOHN HANCOCK EXCHANGE TRADED$22K0.00%HELD
407ODFLOLD DOMINION FREIGHT LINE IN$21K0.00%HELD
408BAHBOOZ ALLEN HAMILTON HLDG COR$21K0.00%HELD
409ESGVVANGUARD WORLD FD$21K0.00%HELD
410IRMIRON MTN INC DEL$21K0.00%HELD
411CRCLCIRCLE INTERNET GROUP INC$21K0.00%HELD
412DGDOLLAR GEN CORP$21K0.00%+11+6.7%
413HPQHP INC$21K0.00%+166+18.3%
414LQDISHARES TR$20K0.00%HELD
415MQYBLACKROCK MUNIYILD QULT FD I$20K0.00%+1,811NEW
416ECGEVERUS CONSTR GROUP$20K0.00%HELD
417NOWSERVICENOW INC$19K0.00%95−33.9%
418SUSAISHARES TR$19K0.00%HELD
419CHDCHURCH & DWIGHT CO INC$19K0.00%HELD
420DOWDOW HLDGS INC$19K0.00%17−3.6%
421CPCANADIAN PACIFIC KANSAS CITY$18K0.00%HELD
422ARGXARGENX SE$18K0.00%HELD
423HLTHILTON WORLDWIDE HLDGS INC$18K0.00%+60NEW
424USBUS BANCORP$18K0.00%+93+36.5%
425EMEEMCOR GROUP INC$18K0.00%+13+118.2%
426HCAHCA HEALTHCARE INC$18K0.00%+17+85.0%
427PXFINVESCO EXCH TRADED FD TR II$17K0.00%HELD
428THCTENET HEALTHCARE CORP$17K0.00%+37+69.8%
429PATKPATRICK INDS INC$17K0.00%+151NEW
430CVMCEL-SCI CORP$17K0.00%HELD
431OKTAOKTA INC$17K0.00%HELD
432AIQGLOBAL X FDS$16K0.00%HELD
433ATIATI INC$16K0.00%+109NEW
434SPYMSPDR SERIES TRUST$15K0.00%+83+70.9%
435TMDXTRANSMEDICS GROUP INC$15K0.00%HELD
436KCCAKRANESHARES TRUST$15K0.00%HELD
437ILMNILLUMINA INC$14K0.00%+66+134.7%
438OHIOMEGA HEALTHCARE INVS INC$14K0.00%HELD
439KNFKNIFE RIVER CORP$14K0.00%HELD
440NRGNRG ENERGY INC$14K0.00%+88+1760.0%
441HASIHA SUSTAINABLE INFRA CAP INC$14K0.00%+369NEW
442PHMPULTE GROUP INC$13K0.00%+71+165.1%
443CDNSCADENCE DESIGN SYSTEM INC$13K0.00%+14+41.2%
444ITWILLINOIS TOOL WKS INC$13K0.00%+48+1600.0%
445PLMRPALOMAR HLDGS INC$13K0.00%+110NEW
446VRSKVERISK ANALYTICS INC$13K0.00%HELD
447BTCGRAYSCALE BITCOIN MINI TR ET$12K0.00%HELD
448SJBPROSHARES TR$12K0.00%HELD
449FLOCFLOWCO HLDGS INC$12K0.00%HELD
450CFRCULLEN FROST BANKERS INC$12K0.00%HELD
451MSIMOTOROLA SOLUTIONS INC$12K0.00%2−6.7%
452CPAYCORPAY INC$12K0.00%HELD
453CVSCVS HEALTH CORP$12K0.00%HELD
454SHOPSHOPIFY INC$12K0.00%1,900−95.0%
455BSXBOSTON SCIENTIFIC CORP$12K0.00%+162+600.0%
456CITHE CIGNA GROUP$12K0.00%+44NEW
457MPLXMPLX LP$11K0.00%450−69.2%
458ELVELEVANCE HEALTH INC FORMERLY$11K0.00%+37NEW
459CFCF INDUSTRIES HOLD$11K0.00%+83NEW
460IEFAISHARES TR$11K0.00%108−47.6%
461PHPARKER-HANNIFIN CORP$11K0.00%+9+300.0%
462MTZMASTEC INC$11K0.00%+33NEW
463BJBJS WHSL CLUB HLDGS INC$11K0.00%+107NEW
464MCKMCKESSON CORP$10K0.00%+10+500.0%
465GWXSPDR INDEX SHS FDS$10K0.00%HELD
466TPYPTORTOISE CAPITAL SERIES TRUS$10K0.00%HELD
467ONON SEMICONDUCTOR CORP$10K0.00%HELD
468SCISERVICE CORP INTL$10K0.00%HELD
469CSWCCAPITAL SOUTHWEST CORP$10K0.00%2,250−83.3%
470DDOMINION ENERGY INC$10K0.00%266−62.3%
471GSKGSK PLC$10K0.00%HELD
472CSGPCOSTAR GROUP INC$10K0.00%HELD
473FIXCOMFORT SYS USA INC$10K0.00%+4+133.3%
474NOCNORTHROP GRUMMAN CORP$10K0.00%+13+1300.0%
475NVGNUVEEN AMT FREE MUN CR INC F$9K0.00%HELD
476OTISOTIS WORLDWIDE CORP$9K0.00%60−33.5%
477EBAYEBAY INC.$9K0.00%33−24.8%
478RCLROYAL CARIBBEAN GROUP$9K0.00%+21+175.0%
479STESTERIS PLC$9K0.00%+40+4000.0%
480SYFSYNCHRONY FINANCIAL$9K0.00%+113+565.0%
481RJFRAYMOND JAMES FINL INC$9K0.00%+62NEW
482HQYHEALTHEQUITY INC$9K0.00%+95+791.7%
483SPOTSPOTIFY TECHNOLOGY S A$9K0.00%36−66.7%
484VWOBVANGUARD WHITEHALL FDS$8K0.00%+126NEW
485IEFISHARES TR$8K0.00%HELD
486WMBWILLIAMS COS INC$8K0.00%580−83.8%
487ROPROPER TECHNOLOGIES INC$8K0.00%+14+155.6%
488PNCPNC FINL SVCS GROUP INC$8K0.00%+33+660.0%
489TMCTMC THE METALS COMPANY INC$8K0.00%HELD
490CORCENCORA INC$8K0.00%+20+400.0%
491EXELEXELIXIS INC$8K0.00%+183NEW
492GENKGEN RESTAURENT GROUP$8K0.00%HELD
493YUMYUM BRANDS INC$8K0.00%4−7.4%
494APPNAPPIAN CORP$8K0.00%HELD
495LVSLAS VEGAS SANDS CORP$8K0.00%+143NEW
496EXPEEXPEDIA GROUP INC$8K0.00%+24+266.7%
497TYLTYLER TECHNOLOGIES INC$8K0.00%+21+2100.0%
498WBDWARNER BROS DISCOVERY INC$7K0.00%+237+658.3%
499EIDOISHARES TR$7K0.00%+463NEW
500SNASNAP ON INC$7K0.00%HELD

Source: SEC EDGAR · accession 0001056859-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.