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Institutional

Choate Investment Advisors

CIK 0001399794
$5.11B
Reported AUM
438
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Choate Investment Advisors · Q1 2026

AI · grounded in 13F

Choate Investment Advisors increased its position in IEMG by 7,363.1%. The fund also established a new position in IGV valued at $7.7M and increased its holdings in CATH by 794.1%. On the sell side, the fund trimmed its positions in MUB by 38.4% and OAKM by 32.5%.

Portfolio · Q1 2026

IVV$1.68BGVIVEUIEMGOAKMAAPLSPYXMSFTNVDAOther$1.82BCA

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$740.91-2.62%24.60%80.03%$1.68B32.94%+133,775+5.5%
2GVIISHARES TR$105.50-0.31%4.15%4.13%$235.2M4.60%+107,675+5.1%
3VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$233.2M4.56%+128,535+4.3%
4IEMGISHARES INC$78.63-6.40%38.44%42.72%$196.7M3.85%+2,781,706+7363.1%
5OAKMHARRIS OAKMARK ETF TRUST$28.24-0.30%13.85%13.67%$168.0M3.29%2,932,101−32.5%
6AAPLAPPLE INC$307.34-1.25%51.31%116.17%$158.4M3.10%+880+0.1%
7SPYXSPDR SERIES TRUST$60.36-2.57%23.74%76.16%$126.1M2.47%3,667−0.2%
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$120.2M2.35%682−0.2%
9NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$111.9M2.19%4,351−0.7%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$98.6M1.93%949−0.2%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$85.5M1.67%2,615−0.9%
12MUBISHARES TR$106.97-0.21%7.30%3.94%$76.2M1.49%447,758−38.4%
13GOOGALPHABET INC$365.76-0.95%109.82%172.71%$62.9M1.23%2,727−1.2%
14SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$60.0M1.17%421−0.5%
15VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$54.5M1.07%+1,090+0.6%
16WMTWALMART INC$118.880.97%22.99%166.67%$51.7M1.01%15,653−3.6%
17JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$47.3M0.93%+21,324+15.3%
18LLYELI LILLY & CO$1131.420.55%48.00%387.10%$46.7M0.91%+2,603+5.4%
19JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$45.8M0.90%7,554−3.9%
20TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$45.1M0.88%5,281−3.8%
21HDHOME DEPOT INC$310.780.27%-12.61%7.24%$43.4M0.85%15,490−10.5%
22VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$39.9M0.78%+53,007+9.3%
23TJXTJX COS INC NEW$160.711.31%26.64%151.20%$39.8M0.78%26,424−9.6%
24BRK/BBERKSHIRE HATHAWAY INC DEL$32.4M0.63%+750+1.1%
25VVISA INC$323.571.06%-11.91%36.33%$31.9M0.62%136−0.1%
26ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$31.2M0.61%1,754−0.6%
27VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$27.2M0.53%+566+1.3%
28MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$27.2M0.53%157−0.3%
29METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$26.5M0.52%+3,580+8.4%
30AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$22.8M0.45%+21,535+41.4%
31VXUSVANGUARD STAR FDS$83.03-3.73%$22.1M0.43%1,700−0.6%
32PGPROCTER & GAMBLE CO$146.544.09%$21.7M0.42%9,782−6.1%
33XOMEXXON MOBIL CORP$149.92-1.39%$21.3M0.42%+2,034+1.6%
34MRSHMARSH & MCLENNAN COS INC$165.442.59%$21.1M0.41%+84+0.1%
35LINLINDE PLC$507.900.09%$20.7M0.41%+1,405+3.5%
36WCNWASTE CONNECTIONS INC$155.220.82%$17.2M0.34%2,720−2.5%
37ABBVABBVIE INC$227.231.02%$16.2M0.32%+3,288+4.6%
38IWFISHARES TR$122.69-3.26%$16.2M0.32%1,138−2.9%
39QUREQUANTA SVCS INC$26.45-5.50%$16.2M0.32%+505+1.7%
40GLDSPDR GOLD TR$396.24-3.65%$15.9M0.31%2,205−5.6%
41PEPPEPSICO INC$141.92-0.16%$15.9M0.31%2,339−2.2%
42KOCOCA COLA CO$79.483.46%$15.2M0.30%+26,782+15.5%
43SGOLETFS GOLD TR$41.12-3.61%$15.1M0.29%8,739−2.5%
44MSCIMSCI INC$615.46-0.55%$14.4M0.28%1,086−3.9%
45QQQINVESCO QQQ TR$705.06-4.80%$14.3M0.28%HELD
46AXPAMERICAN EXPRESS CO$310.66-0.60%$14.3M0.28%129−0.3%
47BKNGBOOKING HOLDINGS INC$165.84-0.99%$14.2M0.28%+133+4.1%
48MGCVANGUARD WORLD FD$270.54-2.86%$13.7M0.27%HELD
49VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$13.7M0.27%+9,540+10.7%
50CNICANADIAN NATL RY CO$120.380.74%$13.1M0.26%3,156−2.4%
51CATHGLOBAL X FDS$88.02-2.53%$12.8M0.25%+145,585+794.1%
52PGRPROGRESSIVE CORP$204.024.42%$12.7M0.25%+925+1.5%
53MRKMERCK & CO INC$120.790.44%$12.3M0.24%+3,505+3.6%
54BRK/ABERKSHIRE HATHAWAY INC DEL$11.5M0.22%HELD
55ADBEADOBE INC$251.44-2.70%$11.2M0.22%6,846−12.9%
56UBERUBER TECHNOLOGIES INC$70.71-2.08%$11.0M0.21%+61,182+67.2%
57VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$10.6M0.21%1,305−2.6%
58NFLXNETFLIX INC.$82.180.76%$10.2M0.20%+67,412+172.8%
59EMREMERSON ELEC CO$138.12-2.77%$10.0M0.20%2,224−2.8%
60IJHISHARES TR$73.95-2.00%$9.9M0.19%429−0.3%
61ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$9.5M0.19%805−1.7%
62COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$9.5M0.19%869−8.3%
63VMCVULCAN MATLS CO$281.38-0.59%$9.0M0.18%+4,358+15.2%
64EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$8.8M0.17%34,051−12.8%
65AMATAPPLIED MATLS INC$453.01-9.71%$8.7M0.17%+398+1.6%
66RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$8.3M0.16%5,437−11.2%
67DHRDANAHER CORP DEL$184.30-1.25%$8.2M0.16%+419+1.0%
68CSCOCISCO SYS INC$121.64-6.43%$8.1M0.16%+877+0.9%
69ECLECOLAB INC$257.971.43%$7.9M0.15%2,779−8.6%
70CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$7.8M0.15%+456+0.5%
71EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$7.8M0.15%10,866−10.1%
72DISDISNEY WALT CO$99.710.37%$7.7M0.15%+731+0.9%
73IGVISHARES TR$95.85-4.21%$7.7M0.15%+96,468NEW
74CEFAGLOBAL X FDS$38.95-2.78%$7.5M0.15%+203,136NEW
75COPCONOCOPHILLIPS$117.14-1.75%$7.0M0.14%6,113−10.4%
76MCDMCDONALDS CORP$279.842.61%$6.9M0.14%976−4.2%
77RTXRTX CORPORATION$180.990.88%$6.8M0.13%+4,746+15.7%
78CATCATERPILLAR INC$904.28-3.85%$6.7M0.13%+86+0.9%
79BILSSPDR SERIES TRUST$99.180.01%$6.7M0.13%10,509−13.6%
80USMVISHARES TR$95.64-1.06%$6.1M0.12%+5,493+9.1%
81CVXCHEVRON CORPORATION$187.31-0.55%$6.0M0.12%5,418−15.7%
82GEGE AEROSPACE$328.000.11%$6.0M0.12%203−0.9%
83ACWVISHARES INC$120.70-1.08%$5.9M0.12%+49,288NEW
84NEMNEWMONT CORP$99.71-7.96%$5.8M0.11%+2,989+5.9%
85AMPAMERIPRISE FINL INC$454.66-0.09%$5.8M0.11%250−1.9%
86EFAISHARES TR$102.26-2.56%$5.2M0.10%+4,414+9.0%
87AMGNAMGEN INC$349.581.15%$5.1M0.10%120−0.8%
88VUGVANGUARD INDEX FDS$85.93-3.62%$5.1M0.10%744−6.0%
89SPGIS&P GLOBAL INC$424.441.03%$5.0M0.10%940−7.4%
90TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$5.0M0.10%141−1.4%
91IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$4.9M0.10%+570+2.9%
92IAUISHARES GOLD TR$81.22-3.63%$4.7M0.09%+14,085+35.8%
93XLVSELECT SECTOR SPDR TR$153.010.61%$4.7M0.09%1,056−3.2%
94TSLATESLA INC$391.00-6.56%$4.7M0.09%831−6.2%
95NVSNOVARTIS AG$149.160.51%$4.7M0.09%655−2.1%
96GEVGE VERNOVA INC$933.61-3.09%$4.6M0.09%3−0.1%
97IEFAISHARES TR$95.56-2.60%$4.6M0.09%+5,820+13.1%
98ORCLORACLE CORP$213.68-9.59%$4.5M0.09%+6,178+25.6%
99CBCHUBB LTD SWITZ$326.273.74%$4.5M0.09%170−1.2%
100HLTHILTON WORLDWIDE HLDGS INC$343.101.46%$4.1M0.08%419−3.0%
101PFEPFIZER INC$4.0M0.08%2,883−2.0%
102ADIANALOG DEVICES INC$4.0M0.08%1,201−8.7%
103UNPUNION PAC CORP$4.0M0.08%+1,490+10.0%
104NEENEXTERA ENERGY INC$4.0M0.08%236−0.5%
105ATRAPTARGROUP INC$3.9M0.08%9,865−24.3%
106MSMORGAN STANLEY$3.9M0.08%+3,853+19.6%
107AFLAFLAC INC$3.9M0.08%558−1.6%
108XLISELECT SECTOR SPDR TR$3.9M0.08%341−1.4%
109VYMVANGUARD WHITEHALL FDS$3.8M0.07%HELD
110LOWLOWES COS INC$3.8M0.07%73−0.5%
111ALCALCON AG$3.7M0.07%19,481−28.2%
112SYKSTRYKER CORPORATION$3.7M0.07%+2+0.0%
113BACBANK AMERICA CORP$3.6M0.07%+10,711+16.8%
114MMM3M CO$3.6M0.07%1,816−6.8%
115ITOTISHARES TR$3.6M0.07%HELD
116GISGENERAL MILLS INC$3.5M0.07%908−1.0%
117DEDEERE & CO$3.4M0.07%+828+15.8%
118GSGOLDMAN SACHS GROUP INC$3.3M0.06%+95+2.5%
119VBRVANGUARD INDEX FDS$3.3M0.06%HELD
120INTCINTEL CORP$3.2M0.06%+2,391+3.4%
121TYLTYLER TECHNOLOGIES INC$3.2M0.06%745−7.4%
122WMT2WELLS FARGO & CO$3.2M0.06%+264+0.7%
123SCHWSCHWAB CHARLES CORP$3.2M0.06%+74+0.2%
124BPBP PLC$3.2M0.06%+1,473+2.2%
125SCHDSCHWAB STRATEGIC TR$3.2M0.06%HELD
126MPCMARATHON PETE CORP$3.1M0.06%+1,024+8.6%
127SUBISHARES TR$3.1M0.06%HELD
128ITWILLINOIS TOOL WKS INC$3.0M0.06%185−1.6%
129IVWISHARES TR$3.0M0.06%2,433−8.4%
130EOGEOG RES INC$2.8M0.06%7,973−28.9%
131VBVANGUARD INDEX FDS$2.8M0.06%+6,191+136.0%
132BMYBRISTOL-MYERS SQUIBB CO$2.8M0.05%+1,314+2.9%
133VHTVANGUARD WORLD FD$2.7M0.05%HELD
134ODFLOLD DOMINION FREIGHT LINE IN$2.7M0.05%+228+1.7%
135TRVTRAVELERS COMPANIES INC$2.6M0.05%33−0.4%
136SGOVISHARES TR$2.6M0.05%2,777−9.6%
137VXFVANGUARD INDEX FDS$2.6M0.05%259−2.0%
138PANWPALO ALTO NETWORKS INC$2.6M0.05%891−5.2%
139IBBISHARES TR$2.6M0.05%HELD
140CTVACORTEVA INC$2.6M0.05%+430+1.4%
141LRCXLAM RESEARCH CORP$2.6M0.05%959−7.4%
142MDTMEDTRONIC PLC$2.6M0.05%+191+0.6%
143GLDMWORLD GOLD TR$2.6M0.05%2,923−9.6%
144WMBWILLIAMS COS INC$2.5M0.05%+163+0.5%
145HONHONEYWELL INTL INC$2.5M0.05%+192+1.7%
146IAUMISHARES GOLD TR$2.5M0.05%+11,064+26.0%
147ILMNILLUMINA INC$2.4M0.05%62−0.3%
148BLKBLACKROCK INC$2.3M0.05%+37+1.5%
149FTNTFORTINET INC$2.3M0.05%423−1.5%
150CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.3M0.04%2,189−5.5%
151VTVVANGUARD INDEX FDS$2.3M0.04%+170+1.5%
152ACNACCENTURE PLC IRELAND$2.3M0.04%789−6.5%
153XLUSELECT SECTOR SPDR TR$2.2M0.04%HELD
154VOVANGUARD INDEX FDS$2.2M0.04%420−5.2%
155APDAIR PRODUCTS AND CHEMICALS I$2.2M0.04%+17+0.2%
156USHYISHARES TR$2.1M0.04%+9,557+20.2%
157CCITIGROUP INC$2.1M0.04%+9,296+101.1%
158SEBSEABOARD CORP DEL$2.0M0.04%+246+213.9%
159QQNITY ELECTRONICS INC$2.0M0.04%200−1.1%
160SHYISHARES TR$2.0M0.04%+14,858+158.5%
161MTDMETTLER TOLEDO INTERNATIONAL$2.0M0.04%45−2.8%
162MCKMCKESSON CORP$2.0M0.04%4−0.2%
163TXNTEXAS INSTRS INC$2.0M0.04%+227+2.3%
164UNHUNITEDHEALTH GROUP INC$2.0M0.04%+103+1.4%
165VTESVANGUARD WELLINGTON FD$1.9M0.04%+1,276+7.2%
166IFFINTERNATIONAL FLAVORS&FRAGRA$1.9M0.04%HELD
167CLCOLGATE PALMOLIVE CO$1.9M0.04%1,254−5.2%
168CITHE CIGNA GROUP$1.9M0.04%+203+2.9%
169DOVDOVER CORP$1.9M0.04%+1,277+16.0%
170IJRISHARES TR$1.9M0.04%357−2.3%
171XHBSPDR SERIES TRUST$1.9M0.04%HELD
172UPSUNITED PARCEL SVCS INC$1.9M0.04%+244+1.3%
173PHPARKER-HANNIFIN CORP$1.9M0.04%+61+2.9%
174VCSHVANGUARD SCOTTSDALE FDS$1.9M0.04%+5,124+27.2%
175MUMICRON TECHNOLOGY INC$1.9M0.04%+1,906+51.6%
176SLBSLB LIMITED$1.9M0.04%+456+1.3%
177ACWIISHARES TR$1.9M0.04%+731+5.8%
178PNCPNC FINL SVCS GROUP INC$1.8M0.04%237−2.6%
179VSGXVANGUARD WORLD FD$1.8M0.04%+15,392+155.9%
180VRTXVERTEX PHARMACEUTICALS INC$1.8M0.03%39−1.0%
181ETNEATON CORP PLC$1.7M0.03%13−0.3%
182KLACKLA CORP$1.7M0.03%+85+8.1%
183ALLALLSTATE CORP$1.7M0.03%1,304−14.0%
184VNTVONTIER CORPORATION$1.6M0.03%29,992−39.6%
185DDDUPONT DE NEMOURS INC$1.6M0.03%+40+0.1%
186XBISPDR SERIES TRUST$1.6M0.03%HELD
187PRGSPROGRESS SOFTWARE CORP$1.6M0.03%HELD
188IWRISHARES TR$1.6M0.03%2,072−11.4%
189NTRSNORTHERN TR CORP$1.6M0.03%86−0.8%
190GSKGSK PLC$1.5M0.03%+637+2.4%
191ASMLASML HLDG NV$1.5M0.03%+68+6.3%
192VGTVANGUARD WORLD FD$1.5M0.03%HELD
193IWMISHARES TR$1.5M0.03%804−11.8%
194VOEVANGUARD INDEX FDS$1.5M0.03%700−8.0%
195VWOVANGUARD INTL EQUITY INDEX F$1.5M0.03%+15,001+121.0%
196VNQVANGUARD INDEX FDS$1.5M0.03%+208+1.3%
197VVVANGUARD INDEX FDS$1.5M0.03%HELD
198STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.03%178−4.7%
199IDXXIDEXX LABS INC$1.4M0.03%+34+1.4%
200BABOEING CO$1.3M0.03%+14+0.2%
201ISRGINTUITIVE SURGICAL INC$1.3M0.03%+216+8.0%
202MGKVANGUARD WORLD FD$1.3M0.03%HELD
203CPAYCORPAY INC$1.3M0.03%3−0.1%
204SYYSYSCO CORP$1.3M0.03%160−0.9%
205XLKSELECT SECTOR SPDR TR$1.3M0.03%+314+3.3%
206AMDADVANCED MICRO DEVICES INC$1.3M0.02%+266+4.4%
207KKRKKR & CO INC$1.3M0.02%200−1.4%
208XLPSELECT SECTOR SPDR TR$1.3M0.02%HELD
209IWBISHARES TR$1.3M0.02%HELD
210KRKROGER CO$1.2M0.02%5,058−22.7%
211MDYSTATE STR SPDR S&P MIDCAP 40$1.2M0.02%44−2.1%
212IWDISHARES TR$1.2M0.02%HELD
213COFCAPITAL ONE FINL CORP$1.2M0.02%+184+2.8%
214YUMYUM BRANDS INC$1.2M0.02%150−1.9%
215VAWVANGUARD WORLD FD$1.2M0.02%HELD
216CMCSACOMCAST CORP NEW$1.1M0.02%+13,940+53.4%
217CRMSALESFORCE INC$1.1M0.02%628−9.3%
218ORLYOREILLY AUTOMOTIVE INC$1.1M0.02%+105+0.9%
219APHAMPHENOL CORP$1.1M0.02%92−1.0%
220BXBLACKSTONE INC$1.1M0.02%2,225−18.4%
221VCEBVANGUARD WORLD FD$1.1M0.02%+10,894+151.7%
222RNRRENAISSANCERE HLDGS LTD$1.1M0.02%142−3.6%
223EBAYEBAY INC.$1.1M0.02%77−0.6%
224INTUINTUIT$1.1M0.02%+57+2.3%
225IQLTISHARES TR$1.1M0.02%HELD
226NUENUCOR CORP$1.1M0.02%+995+18.2%
227AMTAMERICAN TOWER CORP$1.1M0.02%416−6.2%
228VZVERIZON COMMUNICATIONS INC$1.1M0.02%+1,351+6.7%
229CARRCARRIER GLOBAL CORPORATION$1.0M0.02%+1,806+10.8%
230AZOAUTOZONE INC$1.0M0.02%+5+1.6%
231TAT&T INC$1.0M0.02%+1,992+5.9%
232TECHBIO-TECHNE CORP$1.0M0.02%HELD
233MARMARRIOTT INTL INC NEW$1.0M0.02%+71+2.3%
234IWPISHARES TR$994K0.02%HELD
235ROKROCKWELL AUTOMATION INC$993K0.02%+5+0.2%
236TPLTEXAS PACIFIC LAND CORPORATI$992K0.02%+5+0.2%
237NVONOVO-NORDISK A S$982K0.02%9,496−26.2%
238ULUNILEVER PLC$977K0.02%110−0.6%
239WMWASTE MGMT INC DEL$963K0.02%+193+4.8%
240QCOMQUALCOMM INC$960K0.02%5,124−40.7%
241GLWCORNING INC$959K0.02%2−0.0%
242HEFAISHARES TR$937K0.02%HELD
243VGKVANGUARD INTL EQUITY INDEX F$928K0.02%1,000−8.2%
244AZNASTRAZENECA PLC$923K0.02%+4,687NEW
245NOCNORTHROP GRUMMAN CORP$911K0.02%+8+0.6%
246IYWISHARES TR$898K0.02%HELD
247SHELSHELL PLC$887K0.02%472−4.7%
248BILSPDR SERIES TRUST$874K0.02%7,990−45.6%
249VPUVANGUARD WORLD FD$868K0.02%HELD
250LHXL3HARRIS TECHNOLOGIES INC$858K0.02%+149+6.4%
251VSTVISTRA CORP$847K0.02%935−14.2%
252FISVFISERV INC$843K0.02%22,698−60.0%
253DVYISHARES TR$831K0.02%HELD
254PLDPROLOGIS INC.$825K0.02%18−0.3%
255IOTSAMSARA INC$822K0.02%HELD
256MCOMOODYS CORP$811K0.02%171−8.4%
257IBITISHARES BITCOIN TRUST ETF$793K0.02%+661+3.3%
258VDCVANGUARD WORLD FD$786K0.02%HELD
259HSYHERSHEY CO$784K0.02%+3+0.1%
260CSXCSX CORP$772K0.02%+523+2.9%
261NSCNORFOLK SOUTHN CORP$768K0.02%68−2.5%
262ROPROPER TECHNOLOGIES INC$755K0.01%157−6.8%
263PMPHILIP MORRIS INTL INC$753K0.01%369−7.5%
264PCARPACCAR INC$733K0.01%HELD
265MOALTRIA GROUP INC$728K0.01%+1,495+15.7%
266HO1HOLOGIC INC$725K0.01%4,105−30.0%
267RSGREPUBLIC SVCS INC$722K0.01%+148+4.7%
268AWKAMERICAN WTR WKS CO INC NEW$695K0.01%363−6.6%
269CEGCONSTELLATION ENERGY CORP$694K0.01%+97+4.1%
270VLOVALERO ENERGY CORP$692K0.01%+2,799NEW
271LMTLOCKHEED MARTIN CORP$691K0.01%+27+2.4%
272CMGCHIPOTLE MEXICAN GRILL INC$688K0.01%147−0.7%
273ADSKAUTODESK INC$684K0.01%448−13.5%
274GDGENERAL DYNAMICS CORP$661K0.01%206−9.7%
275LLYVKLIBERTY LIVE HOLDINGS INC$659K0.01%HELD
276GLGLOBE LIFE INC$655K0.01%HELD
277IQVIQVIA HLDGS INC$655K0.01%6,516−62.9%
278NOWSERVICENOW INC$650K0.01%+375+6.4%
279WYWEYERHAEUSER CO$639K0.01%+2,136+8.9%
280FCXFREEPORT MCMORAN INC$637K0.01%+288+2.7%
281AGGISHARES TR$633K0.01%761−10.7%
282ANETARISTA NETWORKS INC$625K0.01%+477+10.3%
283CVSCVS HEALTH CORP$623K0.01%992−10.3%
284TERTERADYNE INC$613K0.01%237−10.3%
285CLXCLOROX CO DEL$607K0.01%162−2.7%
286STZCONSTELLATION BRANDS INC$601K0.01%181−4.3%
287TTTRANE TECHNOLOGIES PLC$583K0.01%+210+17.7%
288ICEINTERCONTINENTAL EXCHANGE IN$582K0.01%176−4.5%
289XLCSELECT SECTOR SPDR TR$574K0.01%HELD
290EFGISHARES TR$573K0.01%HELD
291PRFINVESCO EXCHANGE TRADED FD T$570K0.01%HELD
292NKENIKE INC$569K0.01%1,717−13.7%
293GILDGILEAD SCIENCES INC$552K0.01%+320+8.8%
294SIRISIRIUSXM HOLDINGS INC$545K0.01%HELD
295TDGTRANSDIGM GROUP INC$540K0.01%HELD
296BHPBHP BILLITON LIMITED$527K0.01%+18+0.2%
297MDLZMONDELEZ INTL INC$522K0.01%236−2.5%
298ILCBISHARES TR$516K0.01%HELD
299FDNFIRST TR EXCHANGE-TRADED FD$513K0.01%HELD
300DIASTATE STR SPDR DOW JONES IND$510K0.01%HELD
301AJGGALLAGHER ARTHUR J & CO$505K0.01%6−0.3%
302XLFSELECT SECTOR SPDR TR$485K0.01%2,450−20.0%
303LMATLEMAITRE VASCULAR INC$484K0.01%344−7.2%
304FASTFASTENAL CO$476K0.01%261−2.5%
305PLTRPALANTIR TECHNOLOGIES INC$475K0.01%3−0.1%
306TMUST-MOBILE US INC$464K0.01%+111+5.3%
307VCRVANGUARD WORLD FD$461K0.01%20−1.5%
308HSBCHSBC HLDGS PLC$460K0.01%+92+1.7%
309IUSVISHARES TR$460K0.01%HELD
310IDEVISHARES TR$459K0.01%HELD
311DHID R HORTON INC$459K0.01%74−2.2%
312SWKSTANLEY BLACK & DECKER INC$450K0.01%HELD
313VBKVANGUARD INDEX FDS$446K0.01%750−33.7%
314SHWSHERWIN WILLIAMS CO$437K0.01%+25+1.9%
315SOXXISHARES TR$436K0.01%+41+3.2%
316XLYSELECT SECTOR SPDR TR$436K0.01%HELD
317YUMCYUM CHINA HLDGS INC$435K0.01%304−3.3%
318CMECME GROUP INC$428K0.01%+62+4.5%
319SHOPSHOPIFY INC$426K0.01%+38+1.1%
320BITBBITWISE BITCOIN ETF TR$424K0.01%11,185−49.2%
321AEPAMERICAN ELEC PWR CO INC$423K0.01%+10+0.3%
322PAYXPAYCHEX INC$422K0.01%233−4.8%
323JEPIJ P MORGAN EXCHANGE TRADED F$421K0.01%HELD
324DLNWISDOMTREE TR$421K0.01%HELD
325HWMHOWMET AEROSPACE INC$418K0.01%+146+8.8%
326OTISOTIS WORLDWIDE CORP$417K0.01%+938+21.0%
327CMICUMMINS INC$415K0.01%+114+17.4%
328STTSTATE STR CORP$407K0.01%302−8.6%
329BABAALIBABA GROUP HLDG LTD$396K0.01%+166+5.5%
330KMBKIMBERLY-CLARK CORP$395K0.01%182−4.3%
331FTECFIDELITY COVINGTON TRUST$394K0.01%HELD
332SWKSSKYWORKS SOLUTIONS INC$392K0.01%1,615−18.1%
333EQALINVESCO EXCH TRADED FD TR II$388K0.01%HELD
334BSXBOSTON SCIENTIFIC CORP$385K0.01%1,011−14.2%
335TELTE CONNECTIVITY PLC$383K0.01%+35+1.9%
336CTASCINTAS CORP$383K0.01%+84+3.9%
337CRWDCROWDSTRIKE HLDGS INC$379K0.01%44−4.3%
338VPLVANGUARD INTL EQUITY INDEX F$379K0.01%HELD
339GPCGENUINE PARTS CO$378K0.01%84−2.3%
340XLESELECT SECTOR SPDR TR$372K0.01%+6,079NEW
341SNASNAP ON INC$371K0.01%HELD
342IGSBISHARES TR$371K0.01%+41+0.6%
343VRTVERTIV HOLDINGS CO$371K0.01%+42+2.9%
344MKLMARKEL GROUP INC$368K0.01%HELD
345CFCF INDUSTRIES HOLD$367K0.01%+23+0.8%
346EFAXSPDR INDEX SHS FDS$367K0.01%+335+4.8%
347XYLXYLEM INC$366K0.01%HELD
348GEHCGE HEALTHCARE TECHNOLOGIES I$366K0.01%218−4.1%
349MLMMARTIN MARIETTA MATLS INC$365K0.01%+31+5.3%
350DUKDUKE ENERGY CORP NEW$362K0.01%99−3.5%
351TMTOYOTA MOTOR CORP$360K0.01%+30+1.7%
352SAPSAP SE$358K0.01%+88+4.4%
353SBUXSTARBUCKS CORP$357K0.01%180−4.3%
354DOWDOW HLDGS INC$356K0.01%+8,541NEW
355PKGPACKAGING CORP AMER$355K0.01%+413+32.8%
356USBUS BANCORP$354K0.01%4,300−38.7%
357CRHCRH PLC$351K0.01%+115+3.6%
358ZTSZOETIS INC$350K0.01%327−9.9%
359SJNKSPDR SERIES TRUST$347K0.01%HELD
360BKLNINVESCO EXCH TRADED FD TR II$343K0.01%HELD
361DRIDARDEN RESTAURANTS INC$341K0.01%329−15.9%
362IVLUISHARES TR$339K0.01%HELD
363LHLABCORP HOLDINGS INC$339K0.01%4−0.3%
364MUFGMITSUBISHI UFJ FINANCIAL GRO$334K0.01%+227+1.2%
365SNPSSYNOPSYS INC$333K0.01%+223+36.1%
366URIUNITED RENTALS INC$331K0.01%+84+22.6%
367UUNITY SOFTWARE INC$331K0.01%288−1.9%
368GSLCGOLDMAN SACHS ETF TR$330K0.01%HELD
369RBRKRUBRIK INC.$328K0.01%HELD
370AONAON PLC$322K0.01%79−7.3%
371CDNSCADENCE DESIGN SYSTEM INC$320K0.01%+1,152NEW
372SCHBSCHWAB STRATEGIC TR$317K0.01%HELD
373SOSOUTHERN CO$314K0.01%+100+3.2%
374RYROYAL BK CDA$308K0.01%HELD
375BIPBROOKFIELD INFRASTRUCTURE PA$301K0.01%HELD
376RGEFTIDAL TRUST III$300K0.01%1,567−13.6%
377SPYGSPDR SERIES TRUST$297K0.01%HELD
378EEMISHARES TR$297K0.01%HELD
379AIGAMERICAN INTL GROUP INC$292K0.01%+249+6.9%
380EXREXTRA SPACE STORAGE INC$291K0.01%3−0.1%
381PSXPHILLIPS 66$291K0.01%+1,597NEW
382MUSAMURPHY USA INC$289K0.01%7−1.2%
383SMFGSUMITOMO MITSUI FIN GRP INC$289K0.01%+580+4.1%
384MCRIMONARCH CASINO & RESORT INC$287K0.01%HELD
385XMESPDR SERIES TRUST$286K0.01%HELD
386GMEGAMESTOP CORP$276K0.01%+12,000NEW
387AMCRAMCOR PLC$276K0.01%+6,931NEW
388WECWEC ENERGY GROUP INC$274K0.01%+18+0.8%
389DVNDEVON ENERGY CORP NEW$272K0.01%2,125−28.2%
390TTETOTALENERGIES SE$271K0.01%+2,981NEW
391ABNBAIRBNB INC$270K0.01%392−15.5%
392HBANHUNTINGTON BANCSHARES INC$269K0.01%+17,175NEW
393METMETLIFE INC$261K0.01%93−2.5%
394EXCEXELON CORP$257K0.01%+127+2.5%
395GWWWW GRAINGER INC$254K0.00%HELD
396VRSNVERISIGN INC$252K0.00%29−2.8%
397SPYVSPDR SERIES TRUST$252K0.00%HELD
398ROSTROSS STORES INC$252K0.00%+7+0.6%
399SUSUNCOR ENERGY INC NEW$252K0.00%+3,806NEW
400GMGENERAL MTRS CO$249K0.00%+86+2.6%
401CTRACOTERRA ENERGY INC$247K0.00%3,475−33.1%
402REGNREGENERON PHARMACEUTICALS$244K0.00%HELD
403TDTORONTO DOMINION BK ONT$239K0.00%HELD
404BBVABANCO BILBAO VIZCAYA ARGENTA$239K0.00%HELD
405LNTALLIANT ENERGY CORP$236K0.00%+3,288NEW
406FDXFEDEX CORP$236K0.00%+662NEW
407AFRMAFFIRM HLDGS INC$235K0.00%432−7.8%
408BDXBECTON DICKINSON & CO$233K0.00%+4+0.3%
409ELVELEVANCE HEALTH INC FORMERLY$229K0.00%+19+2.5%
410DMLPDORCHESTER MINERALS L P$228K0.00%+8,418NEW
411WELLWELLTOWER INC$216K0.00%+1,094NEW
412XARSPDR SERIES TRUST$215K0.00%HELD
413AKAMAKAMAI TECHNOLOGIES INC$215K0.00%+1,870NEW
414PYPLPAYPAL HLDGS INC$214K0.00%+507+12.0%
415SIVRABRDN SILVER ETF TRUST$213K0.00%+2,979NEW
416FLGFLAGSTAR BANK NATIONAL ASSOC$213K0.00%+16,163NEW
417SONYSONY GROUP CORP$213K0.00%+343+3.5%
418EIXEDISON INTL$212K0.00%+2,899NEW
419KEYSKEYSIGHT TECHNOLOGIES INC$212K0.00%800−51.6%
420HCAHCA HEALTHCARE INC$212K0.00%51−10.2%
421RPMRPM INTL INC$212K0.00%HELD
422INGING GROEP N.V.$211K0.00%485−5.6%
423KDPKEURIG DR PEPPER INC$211K0.00%892−10.0%
424BTIBRITISH AMERN TOB PLC$211K0.00%HELD
425OMCOMNICOM GROUP INC$210K0.00%+137+5.2%
426TRMBTRIMBLE INC$210K0.00%HELD
427LNGCHENIERE ENERGY INC$206K0.00%+727NEW
428EQIXEQUINIX INC$206K0.00%+210NEW
429KALVKALVISTA PHARMACEUTICALS INC$201K0.00%HELD
430SANBANCO SANTANDER SA$191K0.00%211−1.2%
431VTRSVIATRIS INC$187K0.00%427−3.0%
432HLNHALEON PLC$170K0.00%+10+0.1%
433XPCQXPIMCO CALIF MUN INCOME FD$158K0.00%HELD
434PTENPATTERSON-UTI ENERGY INC$144K0.00%+13,300NEW
435UMCUNITED MICROELECTRONICS CORP$118K0.00%+325+2.5%
436LYGLLOYDS BANKING GROUP PLC$117K0.00%HELD
437MBIMBIA INC$67K0.00%HELD
438ASPNASPEN AEROGELS INC$34K0.00%HELD
439AKREPROFESIONALLY MANAGED PORTFO12,733EXITED
440AZNNASTRAZENECA PLC8,683EXITED
441LIONLIONSGATE STUDIOS CORP53,725EXITED
442OEFISHARES TR1,234EXITED
443PARPAR TECHNOLOGY CORP8,196EXITED
444SHLDGLOBAL X FDS4,467EXITED
445WDAYWORKDAY INC1,273EXITED
446LILAKLIBERTY LATIN AMERICA LTD35,661EXITED
447BRBROADRIDGE FINL SOLUTIONS IN1,158EXITED
448LBRDALIBERTY BROADBAND CORP5,200EXITED
449APPAPPLOVIN CORP366EXITED
450FSLRFIRST SOLAR INC909EXITED
451NTESNETEASE INC1,718EXITED
452IBNICICI BANK LIMITED7,717EXITED
453ULTAULTA BEAUTY INC377EXITED
454WABWABTEC1,050EXITED
455UNMUNUM GROUP2,869EXITED
456RELXRELX PLC5,477EXITED
457ROLROLLINS INC3,635EXITED
458TYTRI CONTL CORP6,578EXITED
459UBSUBS GROUP AG4,546EXITED
460SCHXSCHWAB STRATEGIC TR7,702EXITED
461EPAMEPAM SYS INC987EXITED
462EBCEASTERN BANKSHARES INC10,580EXITED
463VKIINVESCO ADVANTAGE MUN INCOME19,814EXITED
464BBCAJ P MORGAN EXCHANGE TRADED F1,887EXITED
465LBRDKLIBERTY BROADBAND CORP2,506EXITED
466TELFYTELEFONICA S A14,597EXITED
467LQDISHARES TR500EXITED
468VONGVANGUARD SCOTTSDALE FDS48EXITED
469VGITVANGUARD SCOTTSDALE FDS52EXITED

Source: SEC EDGAR · accession 0001398344-26-009072. 13F discloses long positions only — shorts, foreign equities, and options are excluded.